Q2 2026 13F · SEC CIK 1713521

Bridge City Capital, LLC

Institutional asset managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $438.1M
Reported positions: 114
Top holdings a year, 3 yrs: +20.6%
Assets under management: $354.7M

Bridge City Capital, LLC is an institutional asset manager that reported 114 positions worth $438.1M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Onto Innovation Inc (ONTO, 3.5%), Kulicke & Soffa Inds Inc (KLIC, 3.0%), Vishay Precision Group Inc (VPG, 2.7%). A portfolio copying its top holdings returned 20.6% a year over the last 3 years, against 20.4% for the S&P 500.

Bridge City Capital, LLC holdings largest 50 of 114 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bridge City Capital, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ONTOOnto Innovation Inc	3.5%	2.6%	40,798	-9.6%	$15.4M
KLICKulicke & Soffa Inds Inc	3.0%	1.7%	99,331	+5.4%	$13.3M
VPGVishay Precision Group Inc	2.7%	—	79,606	—	$11.9M
ATENA10 Networks Inc	2.5%	2.6%	296,239	-26.1%	$11.1M
DIODDiodes Incorporated	2.2%	2.2%	86,531	-26.5%	$9.5M
CCSCentury Communities Inc	2.1%	1.6%	131,480	+31.0%	$9.4M
MODModine Mfg Co	2.1%	2.1%	34,203	-1.3%	$9.1M
ADUSAddus Homecare Corp	2.0%	2.0%	85,445	+11.1%	$8.6M
GBCIGlacier Bancorp Inc New	1.9%	2.0%	163,059	-1.3%	$8.4M
LMATLemaitre Vascular Inc	1.9%	2.1%	86,341	+22.7%	$8.3M
DORMDorman Prods Inc	1.8%	1.4%	58,588	+25.1%	$8.0M
PCRXPacira Biosciences Inc	1.8%	2.5%	312,297	-22.5%	$7.9M
ACIWAci Worldwide Inc	1.8%	1.6%	156,685	+13.2%	$7.9M
CRAICra Intl Inc	1.7%	1.5%	53,810	+59.1%	$7.7M
HRMYHarmony Biosciences Hldgs in	1.7%	—	209,200	—	$7.6M
GMEDGlobus Med Inc	1.7%	1.6%	94,939	+43.3%	$7.5M
LSTRLandstar Sys Inc	1.7%	1.0%	35,867	+52.5%	$7.4M
OSISOSI Systems Inc	1.7%	1.7%	33,318	+47.5%	$7.3M
UCTTUltra Clean Hldgs Inc	1.7%	1.4%	51,065	-37.1%	$7.3M
SITESiteone Landscape Supply Inc	1.6%	1.5%	59,835	+43.6%	$6.8M
AMPHAmphastar Pharmaceuticals in	1.6%	1.8%	338,708	+1.1%	$6.8M
IRMDIradimed Corp	1.5%	1.9%	71,043	-2.1%	$6.8M
PLUSEplus Inc	1.5%	1.4%	81,014	+18.6%	$6.7M
LADLithia Mtrs Inc	1.5%	1.4%	22,656	+12.3%	$6.6M
WTTRSelect Water Solutions Inc	1.4%	1.4%	313,900	-2.9%	$6.3M
PDFSPdf Solutions Inc	1.2%	0.9%	76,507	-24.1%	$5.4M
TGTXTg Therapeutics Inc	1.1%	0.8%	88,896	-1.9%	$4.9M
AINAlbany Intl Corp	1.1%	1.0%	65,050	-1.9%	$4.8M
CPRXCatalyst Pharmaceuticals Inc	1.1%	1.1%	152,684	-1.9%	$4.8M
CORTCorcept Therapeutics Inc Com	1.1%	—	53,823	—	$4.7M
USPHU S Physical Therapy	1.1%	1.1%	67,890	+27.7%	$4.7M
ROLLRbc Bearings Inc	1.0%	2.7%	6,922	-62.0%	$4.5M
IIINInsteel Industries Inc	1.0%	0.9%	147,520	+55.9%	$4.5M
UFPTUfp Technologies Inc	1.0%	1.1%	16,794	-15.0%	$4.5M
KRYSKrystal Biotech Inc	1.0%	0.9%	11,816	-1.9%	$4.4M
NVECNve Corp	1.0%	—	39,954	—	$4.2M
INVXInnovex International Inc	0.9%	1.1%	162,450	-2.8%	$4.0M
STRLSterling Infrastructure Inc	0.9%	3.1%	4,790	-82.8%	$4.0M
BMIBadger Meter Inc	0.9%	1.7%	25,694	-35.0%	$3.8M
DFINDonnelley Finl Solutions Inc	0.9%	0.9%	89,065	+30.1%	$3.7M
MDPediatrix Medical Group Inc	0.8%	0.9%	146,000	-1.9%	$3.7M
RAMPLiveRamp Holdings Inc	0.8%	—	97,869	—	$3.7M
SUPNSupernus Pharmaceuticals	0.8%	0.9%	78,167	+24.2%	$3.6M
CGNXCognex Corp	0.8%	—	49,982	—	$3.6M
EVREvercore Inc	0.8%	0.9%	10,555	-1.9%	$3.6M
MYRGMYR Group Inc.	0.8%	—	7,066	—	$3.5M
HCSGHealthcare Svcs Group Inc	0.8%	—	139,852	—	$3.4M
WHDCactus Inc. A	0.8%	0.9%	66,618	-1.9%	$3.4M
YETIYeti Hldgs Inc	0.8%	—	68,444	—	$3.4M
NHCNational Healthcare Corp	0.8%	—	15,883	—	$3.4M

What Bridge City Capital, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +31.4% /yr; S&P 500 +20.1%
3 years: +20.6% /yr; S&P 500 +20.4%
5 years: +9.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$438.1M	114
Q1 2026	$360.8M	108
Q4 2025	$340.2M	108
Q3 2025	$374.5M	108
Q2 2025	$356.5M	107
Q1 2025	$333.4M	105
Q4 2024	$375.3M	108
Q3 2024	$363.8M	112
Q2 2024	$297.6M	110
Q1 2024	$274.5M	110
Q4 2023	$258.1M	111
Q3 2023	$197.8M	96

Questions about Bridge City Capital, LLC's portfolio

What stocks does Bridge City Capital, LLC own?

Bridge City Capital, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 114 positions worth $438.1M. The largest are Onto Innovation Inc (ONTO) at 3.5%, Kulicke & Soffa Inds Inc (KLIC) at 3.0%, Vishay Precision Group Inc (VPG) at 2.7%, A10 Networks Inc (ATEN) at 2.5% and Diodes Incorporated (DIOD) at 2.2%.

What did Bridge City Capital, LLC buy last quarter?

In Q2 2026, Bridge City Capital, LLC added Cra Intl Inc (CRAI) (+59.1% shares), Insteel Industries Inc (IIIN) (+55.9% shares) and Landstar Sys Inc (LSTR) (+52.5% shares), compared with its Q1 2026 filing.

What did Bridge City Capital, LLC sell last quarter?

In Q2 2026, Bridge City Capital, LLC cut from its top 50 Ensign Group Inc (ENSG), cut from its top 50 Macom Tech Solutions Hldgs I (MTSI), cut from its top 50 Fabrinet (FN), cut from its top 50 Ufp Industries Inc (UFPI), cut from its top 50 ExlService Holdings Inc (EXLS), Sterling Infrastructure Inc (STRL) (-82.8% shares), Rbc Bearings Inc (ROLL) (-62.0% shares) and Ultra Clean Hldgs Inc (UCTT) (-37.1% shares), compared with its Q1 2026 filing.

How has Bridge City Capital, LLC's portfolio performed?

A portfolio copying Bridge City Capital, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +31.4% against +20.1%. Over 5 years: +9.9% a year against +11.6%.

When is Bridge City Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bridge City Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bridge City Capital, LLC manage?

Bridge City Capital, LLC reported $354.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $438.1M.