Institutional Manager · CIK 0002102009
Jefferson Bridge Capital, LLC
NASHVILLE, TN · File #028-25944
Latest AUM
$99.3M
Positions
54
Top-10 Concentration
43.9%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | STONEX GROUP INC | SNEX | 63,940 | $6.1M | 6.18% |
| 2 | VANGUARD INDEX FDS | 922908736 | 12,196 | $6.0M | 6.05% |
| 3 | BROADCOM INC | AVGO | 15,628 | $5.4M | 5.50% |
| 4 | VANGUARD INDEX FDS | 922908744 | 25,179 | $4.8M | 4.89% |
| 5 | HCA HEALTHCARE INC | HCA | 9,265 | $4.3M | 4.39% |
| 6 | NATIONAL HEALTH INVS INC | 63633D104 | 45,799 | $3.5M | 3.55% |
| 7 | PINNACLE FINL PARTNERS INC | 72346Q104 | 36,010 | $3.4M | 3.49% |
| 8 | APPLE INC | AAPL | 12,424 | $3.4M | 3.43% |
| 9 | MICROSOFT CORP | MSFT | 6,625 | $3.2M | 3.26% |
| 10 | ALPHABET INC | GOOG | 9,916 | $3.1M | 3.16% |
| 11 | VANGUARD TAX-MANAGED FDS | 921943858 | 46,375 | $2.9M | 2.94% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,535 | $2.8M | 2.83% |
| 13 | OLD REP INTL CORP | 680223104 | 58,350 | $2.7M | 2.71% |
| 14 | HARROW INC | HROW | 52,798 | $2.6M | 2.63% |
| 15 | DUKE ENERGY CORP NEW | DUKB | 21,090 | $2.5M | 2.51% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 6,785 | $2.2M | 2.22% |
| 17 | CHEVRON CORP NEW | CVX | 13,732 | $2.1M | 2.13% |
| 18 | MERCK & CO INC | MRK | 19,470 | $2.0M | 2.08% |
| 19 | CHUBB LIMITED | CB | 6,407 | $2.0M | 2.03% |
| 20 | PALO ALTO NETWORKS INC | PANW | 10,350 | $1.9M | 1.94% |