Jefferson Bridge Capital, LLC

NASHVILLE, TN · CIK 2102009 · 13F filing filed 2026-07-21

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$146.2m
Staff3 · 3 in investment roles
Main clients (by assets)Charities 93%, High net worth individuals 5%, Individuals 2%
Websitejeffersonbridge.com
Form ADV · 2026-01-28SEC adviser record

Kindinstitutions
Others nearbyNashville, TN

$115.4m reported value +14.6% vs Q1 2026

53positions

43.5%in top 10

1 new 8 added 19 reduced 1 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	STONEX GROUP INC COM SNEX	SNEX	81,970	$9.7m8.42%	8.42%	Reduced -9.5k	-9,455 -10.3%
2	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	68,338	$5.9m5.10%	5.10%	Reduced -6.3k	-6,338 -8.5%
3	VANGUARD INDEX FDS VALUE ETF VTV	VTV	25,337	$5.5m4.78%	4.78%	Reduced -473	-473 -1.8%
4	BROADCOM INC COM AVGO	AVGO	13,596	$5.1m4.45%	4.45%	Reduced -2.0k	-2,032 -13.0%
5	NATIONAL HEALTH INVS INC COM NHI	NHI	57,399	$4.4m3.79%	3.79%	Added +11.6k	+11,600 25.3%
6	HCA HEALTHCARE INC COM HCA	HCA	10,580	$4.1m3.57%	3.57%	Added +1.4k	+1,368 14.8%
7	DELL TECHNOLOGIES INC CL C DELL	DELL	9,442	$4.1m3.53%	3.53%	Unchanged
8	PINNACLE FINL PARTNERS INC COM PNFP	PNFP	39,845	$4.0m3.48%	3.48%	Unchanged
9	PALO ALTO NETWORKS INC COM PANW	PANW	10,965	$3.7m3.24%	3.24%	Reduced -1.9k	-1,930 -15.0%
10	APPLE INC COM AAPL	AAPL	12,314	$3.6m3.09%	3.09%	Unchanged
11	ALPHABET INC CAP STK CL C GOOG	GOOG	9,760	$3.4m2.99%	2.99%	Unchanged
12	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	45,256	$3.2m2.79%	2.79%	Reduced -2.0k	-2,006 -4.2%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,535	$2.8m2.40%	2.40%	Unchanged
14	DUKE ENERGY CORP NEW COM NEW DUK	DUK	21,090	$2.7m2.31%	2.31%	Unchanged
15	XYLEM INC COM XYL	XYL	21,938	$2.6m2.25%	2.25%	Added +14.2k	+14,177 182.7%
16	MERCK & CO INC COM MRK	MRK	19,470	$2.5m2.17%	2.17%	Unchanged
17	MICROSOFT CORP COM MSFT	MSFT	6,564	$2.4m2.12%	2.12%	Unchanged
18	HARROW INC COM HROW	HROW	57,168	$2.4m2.10%	2.10%	Unchanged
19	DELTA AIR LINES INC DEL COM NEW DAL	DAL	25,750	$2.4m2.09%	2.09%	Unchanged
20	OLD REP INTL CORP COM ORI	ORI	58,350	$2.4m2.07%	2.07%	Unchanged
21	CHEVRON CORP NEW COM CVX	CVX	13,732	$2.3m1.97%	1.97%	Unchanged
22	JPMORGAN CHASE & CO COM JPM	JPM	6,785	$2.2m1.92%	1.92%	Unchanged
23	CHUBB LIMITED COM CB	CB	6,355	$2.2m1.88%	1.88%	Unchanged
24	JOHNSON & JOHNSON COM JNJ	JNJ	8,399	$2.1m1.85%	1.85%	Unchanged
25	ELI LILLY & CO COM LLY	LLY	1,718	$2.1m1.79%	1.79%	Reduced -10	-10 -0.6%
26	ACI WORLDWIDE INC COM ACIW	ACIW	34,295	$1.7m1.49%	1.49%	Unchanged
27	ISHARES TR IBONDS DEC 29 IBDU	IBDU	65,286	$1.5m1.31%	1.31%	Reduced -5.5k	-5,459 -7.7%
28	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	57,496	$1.5m1.26%	1.26%	Reduced -9.9k	-9,901 -14.7%
29	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	36,760	$1.5m1.26%	1.26%	Reduced -434	-434 -1.2%
30	CAL MAINE FOODS INC COM NEW CALM	CALM	17,460	$1.4m1.22%	1.22%	Unchanged
31	ANTERIX INC COM ATEX	ATEX	12,950	$1.3m1.16%	1.16%	Unchanged
32	UNITEDHEALTH GROUP INC COM UNH	UNH	3,130	$1.3m1.13%	1.13%	Unchanged
33	PFIZER INC COM PFE	PFE	53,410	$1.3m1.11%	1.11%	Unchanged
34	SALESFORCE INC COM CRM	CRM	7,919	$1.2m1.07%	1.07%	Unchanged
35	WORKDAY INC CL A WDAY	WDAY	9,355	$1.1m0.99%	0.99%	Added +5.1k	+5,055 117.6%
36	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	52,077	$1.1m0.98%	0.98%	Added +5.2k	+5,238 11.2%
37	ISHARES TR IBONDS 27 ETF IBDS	IBDS	45,897	$1.1m0.96%	0.96%	Reduced -14.2k	-14,236 -23.7%
38	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,665	$1.1m0.95%	0.95%	Reduced -208	-208 -11.1%
39	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	47,210	$983.9k0.85%	0.85%	Added +5.5k	+5,472 13.1%
40	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	13,545	$979.1k0.85%	0.85%	Added +327	+327 2.5%
41	VERIZON COMMUNICATIONS INC COM VZ	VZ	21,700	$918.8k0.80%	0.80%	Unchanged
42	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,900	$879.0k0.76%	0.76%	Reduced -356	-356 -10.9%
43	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	7,437	$867.7k0.75%	0.75%	Unchanged
44	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	15,439	$799.4k0.69%	0.69%	Reduced -440	-440 -2.8%
45	CHART INDS INC COM GTLS	GTLS	3,581	$748.2k0.65%	0.65%	Unchanged
46	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	24,943	$708.1k0.61%	0.61%	Reduced -6.8k	-6,771 -21.4%
47	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	11,474	$600.6k0.52%	0.52%	New
48	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	5,658	$569.6k0.49%	0.49%	Added +1.2k	+1,227 27.7%
49	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	18,387	$533.4k0.46%	0.46%	Reduced -9.5k	-9,459 -34.0%
50	VANGUARD INDEX FDS MID CAP ETF VO	VO	6,508	$524.4k0.45%	0.45%	Reduced -196	-196 -2.9%
51	NVIDIA CORPORATION COM NVDA	NVDA	2,475	$495.2k0.43%	0.43%	Reduced -64	-64 -2.5%
52	CLEARWATER PAPER CORP COM CLW	CLW	27,740	$435.0k0.38%	0.38%	Unchanged
53	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,784	$283.1k0.25%	0.25%	Reduced -9	-9 -0.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UNITED PARCEL SERVICE INC UPS	UPS	5,685	$559.3k5.7k shares