Jefferson Bridge Capital, LLC
SEC Form 13F institutional filer · CIK 0002102009
13F-HR · 27 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
59.5%
Jefferson Bridge Capital, LLC — $50.8M AUM allocation strategy
Jefferson Bridge Capital, LLC files SEC Form 13F and reports $50.8M of long US equity value across 27 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 32.7%, followed by Health Care 23.4% and Financials 13.2%.
The top 10 holdings account for 60% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Jefferson Bridge Capital, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$50.8M
total across 27 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
60% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PANW +2.54K sh · +$161K+$CRM +1.6K sh · −$194K+$VB +44 sh · +$24.2K
Biggest trims (shares)
−$XLV −1.06K sh · −$179K−$GOOGL −156 sh · −$312K−$NVDA −115 sh · −$52.2K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals14.8%—
- Semiconductors9.5%—
- Technology Hardware, Storage & Peripherals9.2%—
- Systems Software8.9%—
- Health Care Facilities8.6%—
- Integrated Oil & Gas5.6%—
- Interactive Media & Services5.5%—
- Electric Utilities5.5%—
- Other holdings32.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 15.6K | $4.84M | +0 | 9.5% |
| $HCA | HCA Healthcare Inc | 9.21K | $4.36M | -53 | 8.6% |
| $AAPL | Apple Inc | 12.3K | $3.13M | -110 | 6.2% |
| $CVX | Chevron Corporation | 13.7K | $2.84M | +0 | 5.6% |
| $GOOGL | Alphabet Inc | 9.76K | $2.8M | -156 | 5.5% |
| $DUK | Duke Energy Corporation | 21.1K | $2.76M | +0 | 5.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 5.54K | $2.65M | +0 | 5.2% |
| $MSFT | Microsoft Corporation | 6.56K | $2.43M | -61 | 4.8% |
| $MRK | Merck & Company Inc | 19.5K | $2.34M | +0 | 4.6% |
| $CB | Chubb Limited | 6.36K | $2.07M | -52 | 4.1% |
…and 17 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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