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Bridge City Capital Portfolio holdings

AUM $438M
1-Year Est. Return 64.84%
This Fund
S&P 500
This Quarter Est. Return
+33.73%
1 Year Est. Return
+64.84%
3 Year Est. Return
+120.43%
5 Year Est. Return
+130.21%
10 Year Est. Return
–
AUM
$438M
AUM Growth
+$77.3M
Cap. Flow
-$5.13M
Cap. Flow %
-1.17%
Top 10 Hldgs %
23.97%
Holding
120
New
12
Increased
33
Reduced
69
Closed
6

Top Buys

Rank Stock Value
1
HRMY icon
Harmony Biosciences
HRMY
+$6.6M
2
CRAI icon
CRA International
CRAI
+$3.01M
3
ANIP icon
ANI Pharmaceuticals
ANIP
+$2.7M
4
OSIS icon
OSI Systems
OSIS
+$2.63M
5
GMED icon
Globus Medical
GMED
+$2.44M

Top Sells

Rank Stock Value
1
STRL icon
Sterling Infrastructure
STRL
+$16.2M
2
ENSG icon
The Ensign Group
ENSG
+$6.99M
3
RBC icon
RBC Bearings
RBC
+$6.72M
4
MTSI icon
MACOM Technology Solutions
MTSI
+$6.31M
5
FN icon
Fabrinet
FN
+$3.52M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 26.45%
3 Industrials 14.6%
4 Consumer Discretionary 9.1%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ONTO icon
1
Onto Innovation
ONTO
$13.1B
$15.4M 3.52%
40,798
-4,342
-10% -$1.23M
KLIC icon
2
Kulicke & Soffa
KLIC
$4.22B
$13.3M 3.03%
99,331
+5,047
+5% +$494K
VPG icon
3
Vishay Precision Group
VPG
$846M
$11.9M 2.72%
79,606
+21,866
+38% +$2.03M
ATEN icon
4
A10 Networks
ATEN
$1.8B
$11.1M 2.53%
296,239
-104,444
-26% -$3.03M
DIOD icon
5
Diodes
DIOD
$4.15B
$9.47M 2.16%
86,531
-31,203
-27% -$3.17M
CCS icon
6
Century Communities
CCS
$1.82B
$9.42M 2.15%
131,480
+31,082
+31% +$1.8M
MOD icon
7
Modine Manufacturing
MOD
$10.3B
$9.13M 2.08%
34,203
-435
-1% -$115K
ADUS icon
8
Addus HomeCare
ADUS
$2.22B
$8.58M 1.96%
85,445
+8,531
+11% +$806K
GBCI icon
9
Glacier Bancorp
GBCI
$6.09B
$8.41M 1.92%
163,059
-2,104
-1% -$101K
LMAT icon
10
LeMaitre Vascular
LMAT
$1.84B
$8.29M 1.89%
86,341
+15,951
+23% +$1.64M
DORM icon
11
Dorman Products
DORM
$3.85B
$7.99M 1.82%
58,588
+11,741
+25% +$1.39M
PCRX icon
12
Pacira BioSciences
PCRX
$1.05B
$7.92M 1.81%
312,297
-90,468
-22% -$2.14M
ACIW icon
13
ACI Worldwide
ACIW
$5.26B
$7.88M 1.8%
156,685
+18,266
+13% +$794K
CRAI icon
14
CRA International
CRAI
$1.07B
$7.66M 1.75%
53,810
+19,999
+59% +$3.01M
HRMY icon
15
Harmony Biosciences
HRMY
$2.43B
$7.62M 1.74%
+209,200
New +$6.6M
GMED icon
16
Globus Medical
GMED
$10.4B
$7.5M 1.71%
94,939
+28,687
+43% +$2.44M
LSTR icon
17
Landstar System
LSTR
$5.99B
$7.42M 1.69%
35,867
+12,349
+53% +$2.36M
OSIS icon
18
OSI Systems
OSIS
$3.23B
$7.29M 1.66%
33,318
+10,736
+48% +$2.63M
UCTT
19
Ultra Clean Holdings
UCTT
$3.23B
$7.28M 1.66%
51,065
-30,161
-37% -$2.65M
SITE icon
20
SiteOne Landscape Supply
SITE
$4.32B
$6.85M 1.56%
59,835
+18,167
+44% +$2.19M
AMPH icon
21
Amphastar Pharmaceuticals
AMPH
$991M
$6.84M 1.56%
338,708
+3,603
+1% +$72.7K
IRMD icon
22
iRadimed
IRMD
$1.11B
$6.79M 1.55%
71,043
-1,530
-2% -$139K
PLUS icon
23
ePlus
PLUS
$2.38B
$6.74M 1.54%
81,014
+12,691
+19% +$1.06M
LAD icon
24
Lithia Motors
LAD
$8.37B
$6.58M 1.5%
22,656
+2,487
+12% +$707K
WTTR icon
25
Select Water Solutions
WTTR
$2.56B
$6.27M 1.43%
313,900
-9,522
-3% -$167K
1
2 3 4 5

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HS
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PMA
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OGM
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Bridge City Capital's Q2 2026 Portfolio in Review

As of Q2 2026, Bridge City Capital held 120 positions worth $438M, up 21% from $361M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Bridge City Capital's Q2 2026 filing shows 12 new, 33 increased, 69 reduced and 6 closed positions. Its largest new stake was Harmony Biosciences: 209,200 shares worth $7.62M. The largest sale was Sterling Infrastructure, an estimated $16.2M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Healthcare and Industrials.

  • Bridge City Capital's largest Q2 2026 buy was Harmony Biosciences: 209,200 shares worth $7.62M.
  • Bridge City Capital added most to CRA International in Q2 2026, an estimated $3.01M increase.
  • Bridge City Capital's biggest Q2 2026 reduction was Sterling Infrastructure, cutting an estimated $16.2M.
  • Bridge City Capital fully exited MACOM Technology Solutions in Q2 2026, selling an estimated $6.31M.
  • Bridge City Capital's ten largest holdings make up 24% of its $438M portfolio in Q2 2026.
  • Bridge City Capital opened 12 new positions and closed 6 in Q2 2026.
  • Bridge City Capital's portfolio value rose 21% quarter-over-quarter to $438M.

Based on Bridge City Capital's 13F filing for Q2 2026, filed 11 Aug 2026.