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Jefferson Bridge Capital Portfolio holdings

AUM $115M
This Fund
S&P 500
This Quarter Est. Return
+3.23%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.3M
AUM Growth
–
Cap. Flow
+$98.1M
Cap. Flow %
98.75%
Top 10 Hldgs %
43.49%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SNEX icon
StoneX
SNEX
+$6.03M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$5.94M
3
AVGO icon
Broadcom
AVGO
+$5.59M
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$4.74M
5
HCA icon
HCA Healthcare
HCA
+$4.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 20.81%
2 Financials 19.28%
3 Healthcare 15.27%
4 Communication Services 4.31%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
51
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$378K 0.38%
+3,763
New +$378K
ATEX icon
52
Anterix
ATEX
$1.96B
$283K 0.28%
+12,950
New +$269K
NVO
53
Novo Nordisk
NVO
$203B
$211K 0.21%
+4,149
New +$212K
ASPN icon
54
Aspen Aerogels
ASPN
$571M
$32.4K 0.03%
+11,450
New +$59K
1 2
3

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Jefferson Bridge Capital's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Jefferson Bridge Capital, which disclosed 54 positions worth $99.3M. Its ten largest holdings account for 43% of the portfolio.

Its largest position is StoneX: 143,865 shares worth $6.08M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Financials and Healthcare.

  • Jefferson Bridge Capital's largest Q4 2025 buy was StoneX: 143,865 shares worth $6.08M.
  • Jefferson Bridge Capital's ten largest holdings make up 43% of its $99.3M portfolio in Q4 2025.
  • Jefferson Bridge Capital disclosed 54 positions in Q4 2025, its first 13F filing on record.

Based on Jefferson Bridge Capital's 13F filing for Q4 2025, filed 21 Jan 2026.