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Bridge City Capital Portfolio holdings

AUM $361M
1-Year Est. Return 38.29%
This Fund
S&P 500
This Quarter Est. Return
+12.19%
1 Year Est. Return
+38.29%
3 Year Est. Return
+76.88%
5 Year Est. Return
+81.43%
10 Year Est. Return
–
AUM
$356M
AUM Growth
+$23.1M
Cap. Flow
-$709K
Cap. Flow %
-0.2%
Top 10 Hldgs %
23.39%
Holding
109
New
4
Increased
20
Reduced
83
Closed
2

Top Buys

Rank Stock Value
1
CGNX icon
Cognex
CGNX
+$2.46M
2
ACIW icon
ACI Worldwide
ACIW
+$2.42M
3
CRDO icon
Credo Technology Group
CRDO
+$2.02M
4
MTZ icon
MasTec
MTZ
+$1.52M
5
PJT icon
PJT Partners
PJT
+$1.5M

Top Sells

Rank Stock Value
1
NEOG icon
Neogen
NEOG
+$3.73M
2
STRL icon
Sterling Infrastructure
STRL
+$2.72M
3
OSIS icon
OSI Systems
OSIS
+$2.04M
4
RBC icon
RBC Bearings
RBC
+$1.73M
5
CORT icon
Corcept Therapeutics
CORT
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 27.57%
2 Healthcare 21.15%
3 Industrials 17.76%
4 Consumer Discretionary 11.61%
5 Financials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROG icon
76
Rogers Corp
ROG
$2.39B
$1.99M 0.56%
29,122
+8,914
+44% +$575K
MMS icon
77
Maximus
MMS
$3.06B
$1.96M 0.55%
27,895
-398
-1% -$28K
UCTT
78
Ultra Clean Holdings
UCTT
$3.76B
$1.85M 0.52%
82,116
-1,157
-1% -$23.8K
BCC icon
79
Boise Cascade
BCC
$2.94B
$1.83M 0.51%
21,061
-298
-1% -$27K
PDFS icon
80
PDF Solutions
PDFS
$1.92B
$1.79M 0.5%
83,747
+3,852
+5% +$72.9K
KWR icon
81
Quaker Houghton
KWR
$2.88B
$1.77M 0.5%
15,792
-221
-1% -$24K
TXRH icon
82
Texas Roadhouse
TXRH
$13.7B
$1.71M 0.48%
9,126
-130
-1% -$23.3K
PJT icon
83
PJT Partners
PJT
$4.42B
$1.7M 0.48%
+10,325
New +$1.5M
CCSI icon
84
Consensus Cloud Solutions
CCSI
$687M
$1.65M 0.46%
71,522
-1,142
-2% -$24.6K
ONTO icon
85
Onto Innovation
ONTO
$13.4B
$1.64M 0.46%
16,246
+8,157
+101% +$871K
HSTM icon
86
HealthStream
HSTM
$822M
$1.63M 0.46%
58,977
+441
+0.8% +$13K
ZD icon
87
Ziff Davis
ZD
$1.88B
$1.53M 0.43%
50,467
-715
-1% -$23K
LTC
88
LTC Properties
LTC
$2.13B
$1.51M 0.42%
43,609
-628
-1% -$22.1K
CMCO icon
89
Columbus McKinnon
CMCO
$599M
$1.49M 0.42%
97,866
+784
+0.8% +$12K
CORT icon
90
Corcept Therapeutics
CORT
$11.7B
$1.43M 0.4%
19,542
-22,487
-54% -$1.63M
RES icon
91
RPC Inc
RES
$1.31B
$1.31M 0.37%
277,576
-3,962
-1% -$19.1K
OMCL icon
92
Omnicell
OMCL
$1.65B
$1.16M 0.33%
39,573
-563
-1% -$16.8K
JACK icon
93
Jack in the Box
JACK
$331M
$856K 0.24%
49,007
-763
-2% -$17.2K
MYRG icon
94
MYR Group
MYRG
$5.16B
$855K 0.24%
4,712
-120
-2% -$17.6K
CRAI icon
95
CRA International
CRAI
$1.14B
$770K 0.22%
4,108
-104
-2% -$18.6K
PKE icon
96
Park Aerospace
PKE
$810M
$498K 0.14%
33,712
-860
-2% -$11.6K
BWFG icon
97
Bankwell Financial Group
BWFG
$533M
$462K 0.13%
12,809
-326
-2% -$10.8K
ITIC
98
Investors Title Co
ITIC
$558M
$375K 0.11%
1,776
-330
-16% -$74K
BGSF icon
99
BGSF Inc
BGSF
$60.4M
$323K 0.09%
50,767
-1,284
-2% -$5.18K
INTT icon
100
inTEST
INTT
$180M
$313K 0.09%
43,046
-1,097
-2% -$6.96K
1 2 3
4
5

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Bridge City Capital's Q2 2025 Portfolio in Review

As of Q2 2025, Bridge City Capital held 109 positions worth $356M, up 6.9% from $333M the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Bridge City Capital's Q2 2025 filing shows 4 new, 20 increased, 83 reduced and 2 closed positions. Its largest new stake was Cognex: 85,834 shares worth $2.72M. The largest sale was Neogen, an estimated $3.73M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 24% a quarter earlier, followed by Healthcare and Industrials.

  • Bridge City Capital's largest Q2 2025 buy was Cognex: 85,834 shares worth $2.72M.
  • Bridge City Capital added most to ACI Worldwide in Q2 2025, an estimated $2.42M increase.
  • Bridge City Capital's biggest Q2 2025 reduction was Sterling Infrastructure, cutting an estimated $2.72M.
  • Bridge City Capital fully exited Neogen in Q2 2025, selling an estimated $3.73M.
  • Bridge City Capital's ten largest holdings make up 23% of its $356M portfolio in Q2 2025.
  • Bridge City Capital opened 4 new positions and closed 2 in Q2 2025.
  • Bridge City Capital's portfolio value rose 6.9% quarter-over-quarter to $356M.

Based on Bridge City Capital's 13F filing for Q2 2025, filed 13 Aug 2025.