Jefferson Bridge Capital, LLC holds a diversified book of 53 stocks worth $115.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Ishares Flex I A ETF-Usd Inc and trimmed Stonex Group Inc. Their largest long position is Stonex Group Inc at 8% of the equity book. Cloning the disclosed picks since 2026 would be +9% (+17.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2102009/holdings"
Use Arkolith to show Jefferson Bridge Capital, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Jefferson Bridge Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Jefferson Bridge Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 56 / 53 | $476.4B |
| MORGAN STANLEY | 56 / 53 | $348.9B |
| JPMORGAN CHASE & CO | 56 / 53 | $309.8B |
| BANK OF AMERICA CORP /DE/ | 56 / 53 | $276.3B |
| ROYAL BANK OF CANADA | 56 / 53 | $101.1B |
| WELLS FARGO & COMPANY/MN | 56 / 53 | $100.2B |
| UBS Group AG | 56 / 53 | $95.5B |
| PNC FINANCIAL SERVICES GROUP, INC. | 56 / 53 | $70.7B |
Ranked by how many of Jefferson Bridge Capital, LLC's top 53 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Stonex Group Inc COM | $9.7M | 82.0K | 8.4% | ▼−10% Reduced · −9K sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $5.9M | 68.3K | 5.1% | ▲+449% Added · +56K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $5.5M | 25.3K | 4.8% | ▼−1.8% Reduced · −473 sh | |
| 4 | Broadcom Inc COM | $5.1M | 13.6K | 4.5% | ▼−13% Reduced · −2K sh | |
| 5 | National Health Invs Inc COM | $4.4M | 57.4K | 3.8% | ▲+25% Added · +12K sh | |
| 6 | Hca Healthcare Inc COM | $4.1M | 10.6K | 3.6% | ▲+15% Added · +1K sh | |
| 7 | Dell Technologies Inc CL C | $4.1M | 9.4K | 3.5% | —Held | |
| 8 | Pinnacle Finl Partners Inc COM | $4.0M | 39.8K | 3.5% | —Held | |
| 9 | Palo Alto Networks Inc COM | $3.7M | 11.0K | 3.2% | ▼−15% Reduced · −2K sh | |
| 10 | Apple Inc COM | $3.6M | 12.3K | 3.1% | —Held | |
| 11 | Alphabet Inc CAP STK CL C | $3.4M | 9.8K | 3.0% | —Held | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.2M | 45.3K | 2.8% | ▼−4.2% Reduced · −2K sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.5K | 2.4% | —Held | |
| 14 | Duke Energy Corp New COM NEW | $2.7M | 21.1K | 2.3% | —Held | |
| 15 | Xylem Inc COM | $2.6M | 21.9K | 2.2% | ▲+183% Added · +14K sh | |
| 16 | Merck & Co Inc COM | $2.5M | 19.5K | 2.2% | —Held | |
| 17 | Microsoft Corp COM | $2.4M | 6.6K | 2.1% | —Held | |
| 18 | Harrow Inc COM | $2.4M | 57.2K | 2.1% | —Held | |
| 19 | Delta Air Lines Inc COM NEW | $2.4M | 25.8K | 2.1% | —Held | |
| 20 | Old Rep Intl Corp COM | $2.4M | 58.4K | 2.1% | —Held | |
| 21 | Chevron Corporation COM | $2.3M | 13.7K | 2.0% | —Held | |
| 22 | JPMorgan Chase & Co COM | $2.2M | 6.8K | 1.9% | —Held | |
| 23 | Chubb Limited COM | $2.2M | 6.4K | 1.9% | —Held | |
| 24 | Johnson & Johnson COM | $2.1M | 8.4K | 1.8% | —Held | |
| 25 | Eli Lilly & Co COM | $2.1M | 1.7K | 1.8% | ▼−0.6% Reduced · −10 sh | |
| 26 | Aci Worldwide Inc COM | $1.7M | 34.3K | 1.5% | —Held | |
| 27 | Ishares TR IBONDS DEC 29 | $1.5M | 65.3K | 1.3% | ▼−7.7% Reduced · −5K sh | |
| 28 | Ishares TR IBDS DEC28 ETF | $1.5M | 57.5K | 1.3% | ▼−15% Reduced · −10K sh | |
| 29 | Ssga Active ETF TR ST STR TOTAL ETF | $1.5M | 36.8K | 1.3% | ▼−1.2% Reduced · −434 sh | |
| 30 | Cal Maine Foods Inc COM NEW | $1.4M | 17.5K | 1.2% | —Held | |
| 31 | Anterix Inc COM | $1.3M | 12.9K | 1.2% | —Held | |
| 32 | Unitedhealth Group Inc COM | $1.3M | 3.1K | 1.1% | —Held | |
| 33 | Pfizer Inc COM | $1.3M | 53.4K | 1.1% | —Held | |
| 34 | Salesforce Inc COM | $1.2M | 7.9K | 1.1% | —Held | |
| 35 | Workday Inc CL A | $1.1M | 9.4K | 1.0% | ▲+118% Added · +5K sh | |
| 36 | Ishares TR IBONDS DEC 2030 | $1.1M | 52.1K | 1.0% | ▲+11% Added · +5K sh | |
| 37 | Ishares TR IBONDS 27 ETF | $1.1M | 45.9K | 1.0% | ▼−24% Reduced · −14K sh | |
| 38 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.1M | 1.7K | 0.9% | ▼−11% Reduced · −208 sh | |
| 39 | Ishares TR IBONDS DEC 2031 | $984K | 47.2K | 0.9% | ▲+13% Added · +5K sh | |
| 40 | J P Morgan Exchange Traded F US QUALTY FCTR | $979K | 13.5K | 0.8% | ▲+2.5% Added · +327 sh | |
| 41 | Verizon Communications Inc COM | $919K | 21.7K | 0.8% | —Held | |
| 42 | Vanguard Index FDS SMALL CP ETF | $879K | 2.9K | 0.8% | ▼−11% Reduced · −356 sh | |
| 43 | Palantir Technologies Inc CL A | $868K | 7.4K | 0.8% | —Held | |
| 44 | SPDR Index SHS FDS ST PORT MARK ETF | $799K | 15.4K | 0.7% | ▼−2.8% Reduced · −440 sh | |
| 45 | Chart Inds Inc COM | $748K | 3.6K | 0.6% | —Held | |
| 46 | SPDR Series Trust ST INTER ETF | $708K | 24.9K | 0.6% | ▼−21% Reduced · −7K sh | |
| 47 | BlackRock ETF Trust II ISHA FLEX IN ETF | $601K | 11.5K | 0.5% | ▲New New position | |
| 48 | Ishares TR 0-3 MTH TREASURY | $570K | 5.7K | 0.5% | ▲+28% Added · +1K sh | |
| 49 | SPDR Series Trust ST SHO TREAS ETF | $533K | 18.4K | 0.5% | ▼−34% Reduced · −9K sh | |
| 50 | Vanguard Index FDS MID CAP ETF | $524K | 6.5K | 0.5% | ▲+288% Added · +5K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.