Jefferson Bridge Capital, LLC - Portfolio Stock Holdings

Jefferson Bridge Capital, LLC disclosed 55 stock positions in a recent SEC 13F filing. $112,209,074 of stock holdings were filed, with the largest holdings including SNEX, VUG, and VTV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $146,151,672 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from charitable organizations.