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Jefferson Bridge Capital, LLC

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13F filer, CIK 2102009, NASHVILLE, TN

Jefferson Bridge Capital, LLC reported $115,411,614 across 53 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-21. Its ten largest share positions make up 43.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-012427

Period
2026-06-30
Reported value
$115M
Holdings
53
Top 10 weight
43.46%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+55,892$4.81M
XYLadded+14,177$1.68M
NHIadded+11,600$885K
WDAYadded+5,055$619K
BINCnew+11,474$601K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SNEXreduced-9,455-$1.12M
AVGOreduced-2,032-$768K
PANWreduced-1,930-$658K
UPSexited-5,685-$559K
IBDSreduced-14,236-$345K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001398344-26-012427, largest first. % of portfolio is the value over $115,411,614, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 63,940 shares; 2026Q1: 91,425 shares; 2026Q2: 81,970 shares 81,970$9.71M8.42%-9,455Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,196 shares; 2026Q1: 12,446 shares; 2026Q2: 68,338 shares 68,338$5.89M5.1%+55,892Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,179 shares; 2026Q1: 25,810 shares; 2026Q2: 25,337 shares 25,337$5.52M4.78%-473Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,628 shares; 2026Q1: 15,628 shares; 2026Q2: 13,596 shares 13,596$5.14M4.45%-2,032Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 45,799 shares; 2026Q1: 45,799 shares; 2026Q2: 57,399 shares 57,399$4.38M3.79%+11,600Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,265 shares; 2026Q1: 9,212 shares; 2026Q2: 10,580 shares 10,580$4.13M3.57%+1,368Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,442 shares; 2026Q1: 9,442 shares; 2026Q2: 9,442 shares 9,442$4.07M3.53%0Timeline
PNFPPINNACLE FINL PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 39,845 shares; 2026Q2: 39,845 shares 39,845$4.02M3.48%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,350 shares; 2026Q1: 12,895 shares; 2026Q2: 10,965 shares 10,965$3.74M3.24%-1,930Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,424 shares; 2026Q1: 12,314 shares; 2026Q2: 12,314 shares 12,314$3.56M3.09%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,916 shares; 2026Q1: 9,760 shares; 2026Q2: 9,760 shares 9,760$3.45M2.99%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 46,375 shares; 2026Q1: 47,262 shares; 2026Q2: 45,256 shares 45,256$3.22M2.79%-2,006Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,535 shares; 2026Q1: 5,535 shares; 2026Q2: 5,535 shares 5,535$2.77M2.4%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 21,090 shares; 2026Q1: 21,090 shares; 2026Q2: 21,090 shares 21,090$2.67M2.31%0Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 7,761 shares; 2026Q2: 21,938 shares 21,938$2.59M2.25%+14,177Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,470 shares; 2026Q1: 19,470 shares; 2026Q2: 19,470 shares 19,470$2.5M2.17%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,625 shares; 2026Q1: 6,564 shares; 2026Q2: 6,564 shares 6,564$2.45M2.12%0Timeline
HROWHARROW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 52,798 shares; 2026Q1: 57,168 shares; 2026Q2: 57,168 shares 57,168$2.43M2.1%0Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,750 shares; 2026Q1: 25,750 shares; 2026Q2: 25,750 shares 25,750$2.41M2.09%0Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 58,350 shares; 2026Q1: 58,350 shares; 2026Q2: 58,350 shares 58,350$2.39M2.07%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,732 shares; 2026Q1: 13,732 shares; 2026Q2: 13,732 shares 13,732$2.28M1.97%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,785 shares; 2026Q1: 6,785 shares; 2026Q2: 6,785 shares 6,785$2.22M1.92%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,407 shares; 2026Q1: 6,355 shares; 2026Q2: 6,355 shares 6,355$2.17M1.88%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,399 shares; 2026Q1: 8,399 shares; 2026Q2: 8,399 shares 8,399$2.13M1.85%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,760 shares; 2026Q1: 1,728 shares; 2026Q2: 1,718 shares 1,718$2.06M1.79%-10Timeline
ACIWACI WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,595 shares; 2026Q1: 34,295 shares; 2026Q2: 34,295 shares 34,295$1.72M1.49%0Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 68,974 shares; 2026Q1: 70,745 shares; 2026Q2: 65,286 shares 65,286$1.51M1.31%-5,459Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 66,270 shares; 2026Q1: 67,397 shares; 2026Q2: 57,496 shares 57,496$1.45M1.26%-9,901Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,422 shares; 2026Q1: 37,194 shares; 2026Q2: 36,760 shares 36,760$1.45M1.26%-434Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,000 shares; 2026Q1: 17,460 shares; 2026Q2: 17,460 shares 17,460$1.41M1.22%0Timeline
ATEXANTERIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,950 shares; 2026Q1: 12,950 shares; 2026Q2: 12,950 shares 12,950$1.33M1.16%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,131 shares; 2026Q1: 3,130 shares; 2026Q2: 3,130 shares 3,130$1.3M1.13%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 53,410 shares; 2026Q1: 53,410 shares; 2026Q2: 53,410 shares 53,410$1.29M1.11%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,314 shares; 2026Q1: 7,919 shares; 2026Q2: 7,919 shares 7,919$1.24M1.07%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 9,355 shares 9,355$1.15M0.99%+5,055Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 40,150 shares; 2026Q1: 46,839 shares; 2026Q2: 52,077 shares 52,077$1.14M0.98%+5,238Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 58,507 shares; 2026Q1: 60,133 shares; 2026Q2: 45,897 shares 45,897$1.11M0.96%-14,236Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,862 shares; 2026Q1: 1,873 shares; 2026Q2: 1,665 shares 1,665$1.09M0.95%-208Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 34,781 shares; 2026Q1: 41,738 shares; 2026Q2: 47,210 shares 47,210$984K0.85%+5,472Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,454 shares; 2026Q1: 13,218 shares; 2026Q2: 13,545 shares 13,545$979K0.85%+327Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 21,700 shares; 2026Q1: 21,700 shares; 2026Q2: 21,700 shares 21,700$919K0.8%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,212 shares; 2026Q1: 3,256 shares; 2026Q2: 2,900 shares 2,900$879K0.76%-356Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,437 shares; 2026Q1: 7,437 shares; 2026Q2: 7,437 shares 7,437$868K0.75%0Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,592 shares; 2026Q1: 15,879 shares; 2026Q2: 15,439 shares 15,439$799K0.69%-440Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,381 shares; 2026Q1: 3,581 shares; 2026Q2: 3,581 shares 3,581$748K0.65%0Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 30,177 shares; 2026Q1: 31,714 shares; 2026Q2: 24,943 shares 24,943$708K0.61%-6,771Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,474 shares 11,474$601K0.52%newTimeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,763 shares; 2026Q1: 4,431 shares; 2026Q2: 5,658 shares 5,658$570K0.49%+1,227Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,488 shares; 2026Q1: 27,846 shares; 2026Q2: 18,387 shares 18,387$533K0.46%-9,459Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,638 shares; 2026Q1: 1,676 shares; 2026Q2: 6,508 shares 6,508$524K0.45%+4,832Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,654 shares; 2026Q1: 2,539 shares; 2026Q2: 2,475 shares 2,475$495K0.43%-64Timeline
CLWCLEARWATER PAPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,740 shares; 2026Q1: 27,740 shares; 2026Q2: 27,740 shares 27,740$435K0.38%0Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,853 shares; 2026Q1: 1,793 shares; 2026Q2: 1,784 shares 1,784$283K0.25%-9Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UPSUNITED PARCEL SVCS INC5,685$559Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-012427 base2026-07-21acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001398344-26-012427 Quarter ended 2026-06-302026-07-21acceptance time not in the bulk data set
13F-HR 0001398344-26-008636 Quarter ended 2026-03-312026-05-07acceptance time not in the bulk data set
13F-HR 0001398344-26-000961 Quarter ended 2025-12-312026-01-21acceptance time not in the bulk data set