Bridge City Capital, LLC

LAKE OSWEGO, OR · CIK 1713521 · 13F filing filed 2026-08-11

SEC-registered investment adviser since 2015 · limited liability company

Assets managed$354.7m
Staff6 · 5 in investment roles
Main clients (by assets)State and local governments 67%, Charities 12%, High net worth individuals 8%
Websitebridgecitycap.com
Form ADV · 2026-04-20SEC adviser record

Kindinstitutions
Others nearbyLake Oswego, OR

$438.1m reported value +21.4% vs Q1 2026

114positions

24.0%in top 10

12 new 33 added 69 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ONTO INNOVATION INC COM ONTO	ONTO	40,798	$15.4m3.52%	3.52%	Reduced -4.3k	-4,342 -9.6%
2	KULICKE & SOFFA INDS INC COM KLIC	KLIC	99,331	$13.3m3.03%	3.03%	Added +5.0k	+5,047 5.3%
3	VISHAY PRECISION GROUP INC COM VPG	VPG	79,606	$11.9m2.72%	2.72%	Added +21.9k	+21,866 37.9%
4	A10 NETWORKS INC COM ATEN	ATEN	296,239	$11.1m2.53%	2.53%	Reduced -104.4k	-104,444 -26.1%
5	DIODES INC COM DIOD	DIOD	86,531	$9.5m2.16%	2.16%	Reduced -31.2k	-31,203 -26.5%
6	CENTURY CMNTYS INC COM CCS	CCS	131,480	$9.4m2.15%	2.15%	Added +31.1k	+31,082 31.0%
7	MODINE MFG CO COM MOD	MOD	34,203	$9.1m2.08%	2.08%	Reduced -435	-435 -1.3%
8	ADDUS HOMECARE CORP COM ADUS	ADUS	85,445	$8.6m1.96%	1.96%	Added +8.5k	+8,531 11.1%
9	GLACIER BANCORP INC NEW COM GBCI	GBCI	163,059	$8.4m1.92%	1.92%	Reduced -2.1k	-2,104 -1.3%
10	LEMAITRE VASCULAR INC COM LMAT	LMAT	86,341	$8.3m1.89%	1.89%	Added +16.0k	+15,951 22.7%
11	DORMAN PRODS INC COM DORM	DORM	58,588	$8.0m1.82%	1.82%	Added +11.7k	+11,741 25.1%
12	PACIRA BIOSCIENCES INC COM PCRX	PCRX	312,297	$7.9m1.81%	1.81%	Reduced -90.5k	-90,468 -22.5%
13	ACI WORLDWIDE INC COM ACIW	ACIW	156,685	$7.9m1.80%	1.80%	Added +18.3k	+18,266 13.2%
14	CRA INTL INC COM CRAI	CRAI	53,810	$7.7m1.75%	1.75%	Added +20.0k	+19,999 59.1%
15	HARMONY BIOSCIENCES HLDGS IN COM HRMY	HRMY	209,200	$7.6m1.74%	1.74%	New
16	GLOBUS MED INC CL A GMED	GMED	94,939	$7.5m1.71%	1.71%	Added +28.7k	+28,687 43.3%
17	LANDSTAR SYS INC COM LSTR	LSTR	35,867	$7.4m1.69%	1.69%	Added +12.3k	+12,349 52.5%
18	OSI SYSTEMS INC COM OSIS	OSIS	33,318	$7.3m1.66%	1.66%	Added +10.7k	+10,736 47.5%
19	ULTRA CLEAN HLDGS INC COM UCTT	UCTT	51,065	$7.3m1.66%	1.66%	Reduced -30.2k	-30,161 -37.1%
20	SITEONE LANDSCAPE SUPPLY INC COM SITE	SITE	59,835	$6.8m1.56%	1.56%	Added +18.2k	+18,167 43.6%
21	AMPHASTAR PHARMACEUTICALS IN COM AMPH	AMPH	338,708	$6.8m1.56%	1.56%	Added +3.6k	+3,603 1.1%
22	IRADIMED CORP COM IRMD	IRMD	71,043	$6.8m1.55%	1.55%	Reduced -1.5k	-1,530 -2.1%
23	EPLUS INC COM PLUS	PLUS	81,014	$6.7m1.54%	1.54%	Added +12.7k	+12,691 18.6%
24	LITHIA MTRS INC COM LAD	LAD	22,656	$6.6m1.50%	1.50%	Added +2.5k	+2,487 12.3%
25	SELECT WATER SOLUTIONS INC CL A COM WTTR	WTTR	313,900	$6.3m1.43%	1.43%	Reduced -9.5k	-9,522 -2.9%
26	PDF SOLUTIONS INC COM PDFS	PDFS	76,507	$5.4m1.24%	1.24%	Reduced -24.3k	-24,264 -24.1%
27	TG THERAPEUTICS INC COM TGTX	TGTX	88,896	$4.9m1.11%	1.11%	Reduced -1.7k	-1,738 -1.9%
28	ALBANY INTL CORP CL A AIN	AIN	65,050	$4.8m1.11%	1.11%	Reduced -1.3k	-1,275 -1.9%
29	CATALYST PHARMACEUTICALS INC COM CPRX	CPRX	152,684	$4.8m1.10%	1.10%	Reduced -3.0k	-3,005 -1.9%
30	CORCEPT THERAPEUTICS INC COM CORT	CORT	53,823	$4.7m1.07%	1.07%	Reduced -1.1k	-1,051 -1.9%
31	U S PHYSICAL THERAPY COM USPH	USPH	67,890	$4.7m1.06%	1.06%	Added +14.7k	+14,729 27.7%
32	RBC BEARINGS INC COM RBC	RBC	6,922	$4.5m1.02%	1.02%	Reduced -11.3k	-11,288 -62.0%
33	INSTEEL INDS INC COM IIIN	IIIN	147,520	$4.5m1.02%	1.02%	Added +52.9k	+52,907 55.9%
34	UFP TECHNOLOGIES INC COM UFPT	UFPT	16,794	$4.5m1.02%	1.02%	Reduced -3.0k	-2,964 -15.0%
35	KRYSTAL BIOTECH INC COM KRYS	KRYS	11,816	$4.4m1.00%	1.00%	Reduced -229	-229 -1.9%
36	NVE CORP COM NEW NVEC	NVEC	39,954	$4.2m0.95%	0.95%	Reduced -1.3k	-1,291 -3.1%
37	INNOVEX INTERNATIONAL INC COM INVX	INVX	162,450	$4.0m0.92%	0.92%	Reduced -4.7k	-4,733 -2.8%
38	STERLING INFRASTRUCTURE INC COM STRL	STRL	4,790	$4.0m0.92%	0.92%	Reduced -23.1k	-23,091 -82.8%
39	BADGER METER INC COM BMI	BMI	25,694	$3.8m0.87%	0.87%	Reduced -13.9k	-13,860 -35.0%
40	DONNELLEY FINL SOLUTIONS INC COM DFIN	DFIN	89,065	$3.7m0.85%	0.85%	Added +20.6k	+20,604 30.1%
41	PEDIATRIX MEDICAL GROUP INC COM MD	MD	146,000	$3.7m0.84%	0.84%	Reduced -2.9k	-2,868 -1.9%
42	LIVERAMP HLDGS INC COM RAMP	RAMP	97,869	$3.7m0.84%	0.84%	Reduced -1.9k	-1,915 -1.9%
43	SUPERNUS PHARMACEUTICALS INC COM SUPN	SUPN	78,167	$3.6m0.83%	0.83%	Added +15.2k	+15,244 24.2%
44	COGNEX CORP COM CGNX	CGNX	49,982	$3.6m0.83%	0.83%	Reduced -981	-981 -1.9%
45	EVERCORE INC CLASS A EVR	EVR	10,555	$3.6m0.82%	0.82%	Reduced -208	-208 -1.9%
46	MYR GROUP INC DEL COM MYRG	MYRG	7,066	$3.5m0.81%	0.81%	Reduced -138	-138 -1.9%
47	HEALTHCARE SVCS GROUP INC COM HCSG	HCSG	139,852	$3.4m0.78%	0.78%	Reduced -2.8k	-2,753 -1.9%
48	CACTUS INC CL A WHD	WHD	66,618	$3.4m0.78%	0.78%	Reduced -1.3k	-1,311 -1.9%
49	YETI HLDGS INC COM YETI	YETI	68,444	$3.4m0.77%	0.77%	Reduced -1.3k	-1,340 -1.9%
50	NATIONAL HEALTHCARE CORP COM NHC	NHC	15,883	$3.4m0.77%	0.77%	Reduced -311	-311 -1.9%
51	FIRST FINL BANKSHARES INC COM FFIN	FFIN	96,503	$3.3m0.76%	0.76%	Reduced -1.9k	-1,893 -1.9%
52	GRAND CANYON ED INC COM LOPE	LOPE	22,817	$3.3m0.75%	0.75%	Added +5.2k	+5,226 29.7%
53	HAWKINS INC COM HWKN	HWKN	22,737	$3.2m0.74%	0.74%	Added +5.2k	+5,217 29.8%
54	NAPCO SEC TECHNOLOGIES INC COM NSSC	NSSC	84,131	$3.2m0.73%	0.73%	Added +25.5k	+25,521 43.5%
55	ETON PHARMACEUTICALS INC COM ETON	ETON	88,132	$3.2m0.73%	0.73%	Added +67.0k	+66,982 316.7%
56	WESBANCO INC COM WSBC	WSBC	80,448	$3.1m0.72%	0.72%	Reduced -1.6k	-1,582 -1.9%
57	ENSIGN GROUP INC COM ENSG	ENSG	19,543	$3.1m0.72%	0.72%	Reduced -39.6k	-39,596 -67.0%
58	UFP INDUSTRIES INC COM UFPI	UFPI	34,440	$3.1m0.71%	0.71%	Reduced -676	-676 -1.9%
59	PLEXUS CORP COM PLXS	PLXS	10,169	$3.1m0.70%	0.70%	Reduced -198	-198 -1.9%
60	BARRETT BUSINESS SVCS INC COM BBSI	BBSI	82,731	$2.9m0.67%	0.67%	Reduced -220	-220 -0.3%
61	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	38,114	$2.9m0.67%	0.67%	Added +7.6k	+7,620 25.0%
62	CONSENSUS CLOUD SOLUTIONS IN COM CCSI	CCSI	75,479	$2.9m0.66%	0.66%	Reduced -2.3k	-2,331 -3.0%
63	TEXAS ROADHOUSE INC COM TXRH	TXRH	14,793	$2.9m0.65%	0.65%	Reduced -292	-292 -1.9%
64	FRANKLIN ELEC INC COM FELE	FELE	26,011	$2.8m0.64%	0.64%	Reduced -510	-510 -1.9%
65	ANI PHARMACEUTICALS INC COM ANIP	ANIP	33,625	$2.8m0.64%	0.64%	New
66	QUAKER HOUGHTON COM KWR	KWR	17,192	$2.7m0.62%	0.62%	Reduced -339	-339 -1.9%
67	ARGAN INC COM AGX	AGX	3,350	$2.7m0.61%	0.61%	New
68	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	101,542	$2.6m0.60%	0.60%	Reduced -2.0k	-1,993 -1.9%
69	MOOG INC CL A MOG.A	MOG.A	6,184	$2.6m0.60%	0.60%	New
70	LAKELAND FINL CORP COM LKFN	LKFN	41,741	$2.6m0.59%	0.59%	Added +11.2k	+11,221 36.8%
71	ARMSTRONG WORLD INDS INC NEW COM AWI	AWI	15,424	$2.5m0.56%	0.56%	Added +4.8k	+4,839 45.7%
72	KODIAK GAS SVCS INC COM KGS	KGS	32,730	$2.5m0.56%	0.56%	New
73	VERICEL CORP COM VCEL	VCEL	53,534	$2.4m0.54%	0.54%	Reduced -1.0k	-1,041 -1.9%
74	EXPONENT INC COM EXPO	EXPO	40,502	$2.4m0.54%	0.54%	Reduced -790	-790 -1.9%
75	QUALYS INC COM QLYS	QLYS	17,198	$2.4m0.54%	0.54%	Reduced -339	-339 -1.9%
76	WINGSTOP INC COM WING	WING	13,541	$2.3m0.54%	0.54%	New
77	OMNICELL COM COM OMCL	OMCL	55,561	$2.3m0.53%	0.53%	Reduced -1.1k	-1,102 -1.9%
78	GETTY RLTY CORP NEW COM GTY	GTY	68,754	$2.3m0.52%	0.52%	Reduced -1.4k	-1,353 -1.9%
79	PJT PARTNERS INC COM CL A PJT	PJT	14,957	$2.3m0.52%	0.52%	Added +6.3k	+6,309 73.0%
80	EPAM SYS INC COM EPAM	EPAM	27,957	$2.2m0.51%	0.51%	Added +6.4k	+6,363 29.5%
81	J & J SNACK FOODS CORP COM JJSF	JJSF	29,951	$2.2m0.50%	0.50%	Reduced -587	-587 -1.9%
82	HOPE BANCORP INC COM HOPE	HOPE	160,435	$2.2m0.50%	0.50%	Reduced -3.2k	-3,158 -1.9%
83	PENNANT GROUP INC COM PNTG	PNTG	59,083	$2.2m0.50%	0.50%	Reduced -1.8k	-1,825 -3.0%
84	GENTHERM INC COM THRM	THRM	63,317	$2.2m0.49%	0.49%	Reduced -1.7k	-1,684 -2.6%
85	RPC INC COM RES	RES	364,451	$2.1m0.48%	0.48%	Added +130.5k	+130,544 55.8%
86	STONEX GROUP INC COM SNEX	SNEX	17,848	$2.1m0.48%	0.48%	New
87	CBIZ INC COM CBZ	CBZ	63,792	$2.0m0.47%	0.47%	Reduced -1.2k	-1,250 -1.9%
88	EVERTEC INC COM EVTC	EVTC	70,323	$2.0m0.45%	0.45%	Reduced -1.4k	-1,378 -1.9%
89	WD 40 CO COM WDFC	WDFC	7,786	$1.9m0.43%	0.43%	Reduced -154	-154 -1.9%
90	PAYCOM SOFTWARE INC COM PAYC	PAYC	14,606	$1.8m0.42%	0.42%	New
91	CALIFORNIA WTR SVC GROUP COM CWT	CWT	37,553	$1.8m0.42%	0.42%	Reduced -739	-739 -1.9%
92	INTERDIGITAL INC COM IDCC	IDCC	5,909	$1.7m0.38%	0.38%	New
93	CONMED CORP COM CNMD	CNMD	50,625	$1.7m0.38%	0.38%	Reduced -992	-992 -1.9%
94	MAXIMUS INC COM MMS	MMS	29,826	$1.6m0.37%	0.37%	Reduced -581	-581 -1.9%
95	POWER SOLUTIONS INTL INC COM NEW PSIX	PSIX	40,658	$1.6m0.36%	0.36%	Added +7.9k	+7,865 24.0%
96	HEALTHSTREAM INC COM HSTM	HSTM	51,765	$1.4m0.32%	0.32%	Reduced -1.7k	-1,684 -3.1%
97	LTC PPTYS INC COM LTC	LTC	36,075	$1.4m0.32%	0.32%	Reduced -710	-710 -1.9%
98	BOISE CASCADE CO DEL COM BCC	BCC	17,341	$1.3m0.31%	0.31%	Reduced -340	-340 -1.9%
99	INTEST CORP COM INTT	INTT	51,160	$929.6k0.21%	0.21%	Reduced -4.9k	-4,908 -8.8%
100	PARK AEROSPACE CORP COM PKE	PKE	19,098	$728.8k0.17%	0.17%	Reduced -11.2k	-11,211 -37.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MACOM TECH SOLUTIONS HLDGS I MTSI	MTSI	28,404	$6.3m28.4k shares
FABRINET FN	FN	6,748	$3.5m6.7k shares
CREDO TECHNOLOGY GROUP HOLDI CRDO	CRDO	29,018	$2.7m29.0k shares
LA Z BOY INC LZB	LZB	64,719	$2.1m64.7k shares
SHAKE SHACK INC SHAK	SHAK	14,528	$1.3m14.5k shares
BLACKLINE INC BL	BL	30,799	$1.1m30.8k shares