Andrew Taylor

Jefferson Bridge Capital, Llc

Assets Managed

$100.706M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 17d ago

Growth Rate

1.39%(2Q avg: 0.7%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jefferson Bridge Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Jefferson Bridge Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 100.706M in assets, with a quarterly growth rate of 1.39% and a 2-quarter average growth rate of 0.7%. The portfolio is managed by Andrew Taylor, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SNEX Stonex Group Inc Recent Activity Increased 42.99%	7.33%	$7.373M 91,425 shares@ $80.65 avg price	Increased 42.99%
VUG Vanguard Growth Etf Recent Activity Increased 2.05%	5.4%	$5.436M 12,446 shares@ $436.8 avg price	Increased 2.05%
VTV Vanguard Value Etf Recent Activity Increased 2.51%	5.03%	$5.064M 25,810 shares@ $196.21 avg price	Increased 2.51%
AVGO Broadcom Inc Recent Activity	4.81%	$4.837M 15,628 shares@ $309.51 avg price
HCA Hca Healthcare Inc Recent Activity Decreased -0.57%	4.33%	$4.359M 9,212 shares@ $473.24 avg price	Decreased -0.57%
NHI Natl Health Investors Inc Recent Activity	3.68%	$3.703M 45,799 shares@ $80.86 avg price
PNFP Pinnacle Financial Partners Recent Activity New Position	3.41%	$3.432M 39,845 shares@ $86.14 avg price	New Position
AAPL Apple Inc Recent Activity Decreased -0.88%	3.11%	$3.125M 12,314 shares@ $253.79 avg price	Decreased -0.88%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 1.92%	3.01%	$3.029M 47,262 shares@ $64.09 avg price	Increased 1.92%
CVX Chevron Corp Recent Activity	2.83%	$2.841M 13,732 shares@ $206.91 avg price

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