Jefferson Bridge Capital, LLC
CIK 2102009 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $115.4M
- ポジション
- 53
- 時点
- 2026年6月30日
13F価値別で9,443件中 #8,114 位 · 85.9% トップ
ポートフォリオ価値 前期比: +14.6% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 43.46%
- 上位25銘柄のウェイト
- 76.16%
- 1%超のポジション
- 34
- 実効ポジション数
- 32.5
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 4.49% 推定買付額 $9,892,505 · 推定売付額 $4,849,851
- 新規ポジション
- 1
- 増加
- 10
- 減少
- 17
- クローズ
- 1
このページについて
セクター別内訳
Technology
21.2%
Healthcare
13.7%
Financials
9.4%
Financial Services
8.4%
Industrials
5.0%
Real Estate
3.8%
Communication Services
3.0%
Utilities
2.3%
Energy
2.0%
Telecommunication
2.0%
Consumer Staples
1.2%
Consumer Discretionary
0.9%
Paper & Forest
0.4%
その他/マッピングなし
26.8%
ポートフォリオ全体 53 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| SNEX StoneX Group Inc. - Common Stock | $9,713,445 | 8.42% | 81,970 | $2,340,019 | 下落 ×1 | ||
| VUG | $5,886,647 | 5.10% | 68,338 | $450,248 | 上昇 ×2 | ||
| VTV | $5,521,719 | 4.78% | 25,337 | $457,737 | 下落 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $5,135,889 | 4.45% | 13,596 | $298,867 | 下落 ×1 | ||
| NHI National Health Investors, Inc. Common Stock | $4,377,248 | 3.79% | 57,399 | $673,941 | 上昇 ×1 | ||
| HCA HCA Healthcare, Inc. Common Stock | $4,125,036 | 3.57% | 10,580 | $-234,363 | 上昇 ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $4,073,845 | 3.53% | 9,442 | $2,524,130 | |||
| PNFP Pinnacle Financial Partners, Inc. - Common Stock | $4,019,564 | 3.48% | 39,845 | $587,316 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $3,739,284 | 3.24% | 10,965 | $1,671,958 | 下落 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,563,179 | 3.09% | 12,314 | $438,009 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,448,501 | 2.99% | 9,760 | $648,747 | |||
| VEA | $3,224,502 | 2.79% | 45,256 | $195,930 | 下落 ×1 | ||
| BRKB | $2,769,659 | 2.40% | 5,535 | $117,287 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $2,669,572 | 2.31% | 21,090 | $-91,953 | |||
| XYL Xylem Inc. Common Stock New | $2,593,291 | 2.25% | 21,938 | $1,665,851 | 上昇 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2,501,895 | 2.17% | 19,470 | $159,849 | |||
| MSFT Microsoft Corporation - Common Stock | $2,448,503 | 2.12% | 6,564 | $18,707 | |||
| HROW Harrow, Inc. - Common Stock | $2,427,925 | 2.10% | 57,168 | $412,181 | |||
| DAL Delta Air Lines, Inc. Common Stock | $2,411,745 | 2.09% | 25,750 | $699,885 | |||
| ORI Old Republic International Corporation Common Stock | $2,387,682 | 2.07% | 58,350 | $59,517 | |||
| CVX Chevron Corporation Common Stock | $2,276,216 | 1.97% | 13,732 | $-564,935 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2,220,934 | 1.92% | 6,785 | $225,058 | |||
| CB Chubb Limited Common Stock | $2,165,403 | 1.88% | 6,355 | $94,118 | |||
| JNJ Johnson & Johnson Common Stock | $2,133,094 | 1.85% | 8,399 | $80,042 | |||
| LLY Eli Lilly and Company Common Stock | $2,060,621 | 1.79% | 1,718 | $471,075 | 下落 ×2 | ||
| ACIW ACI Worldwide, Inc. - Common Stock | $1,724,696 | 1.49% | 34,295 | $318,258 | |||
| IBDU | $1,512,034 | 1.31% | 65,286 | $-133,485 | 下落 ×1 | ||
| IBDT | $1,451,764 | 1.26% | 57,496 | $-255,390 | 下落 ×1 | ||
| TOTL | $1,450,902 | 1.26% | 36,760 | $-26,816 | 下落 ×1 | ||
| CALM Cal-Maine Foods, Inc. - Common Stock | $1,406,578 | 1.22% | 17,460 | $24,619 | |||
| ATEX Anterix Inc. - Common Stock | $1,333,073 | 1.16% | 12,950 | $838,512 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1,300,922 | 1.13% | 3,130 | $453,975 | |||
| PFE Pfizer, Inc. Common Stock | $1,286,113 | 1.11% | 53,410 | $-213,640 | |||
| CRM Salesforce, Inc. Common Stock | $1,240,591 | 1.07% | 7,919 | $-237,649 | |||
| WDAY Workday, Inc. - Class A Common Stock | $1,145,239 | 0.99% | 9,355 | $586,583 | 上昇 ×1 | ||
| IBDV | $1,135,270 | 0.98% | 52,077 | $109,968 | 上昇 ×2 | ||
| IBDS | $1,111,614 | 0.96% | 45,897 | $-346,005 | 下落 ×1 | ||
| SMH SMH | $1,092,075 | 0.95% | 1,665 | $373,956 | 下落 ×1 | ||
| IBDW | $983,856 | 0.85% | 47,210 | $110,280 | 上昇 ×2 | ||
| JQUA | $979,060 | 0.85% | 13,545 | $168,522 | 上昇 ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $918,778 | 0.80% | 21,700 | $-170,562 | |||
| VB | $878,975 | 0.76% | 2,900 | $26,262 | 下落 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $867,675 | 0.75% | 7,437 | $-220,209 | |||
| SPEM | $799,406 | 0.69% | 15,439 | $54,535 | 下落 ×1 | ||
| GTLS Chart Industries, Inc. Common Stock | $748,214 | 0.65% | 3,581 | $7,842 | |||
| SPTI | $708,132 | 0.61% | 24,943 | $-200,783 | 下落 ×1 | ||
| BINC | $600,564 | 0.52% | 11,474 | 上昇 ×1 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $569,580 | 0.49% | 5,658 | $123,552 | 上昇 ×2 | ||
| SPTS | $533,421 | 0.46% | 18,387 | $-279,133 | 下落 ×1 | ||
| VO | $524,375 | 0.45% | 6,508 | $42,976 | 上昇 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $495,223 | 0.43% | 2,475 | $52,494 | 下落 ×2 | ||
| CLW Clearwater Paper Corporation Common Stock | $434,959 | 0.38% | 27,740 | $36,062 | |||
| XLV XLV | $283,126 | 0.25% | 1,784 | $20,195 | 下落 ×2 | ||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| BINC | $600,564 | 11,474 | 0.52% |
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。