Bridge City Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Bridge City Capital, Llc disclosed 111 stock positions valued at approximately $479.76M as of quarter-end September 30, 2026. The largest holdings include Onto Innovation Inc, Addus Homecare Corp, and Kulicke & Soffa Industries Inc.
- Report Period
- September 30, 2026
- No. of Stocks
- 111
- Portfolio Value
- $479.76M
Holdings by Sector
Bridge City Capital, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Onto Innovation Inc | ONTO | Technology | 2.86% | 44,504 | +3,706 | +9.08% | $13,699,221 |
| Addus Homecare Corp | ADUS | Healthcare | 2.48% | 107,577 | +22,132 | +25.90% | $11,891,562 |
| Kulicke & Soffa Industries Inc | KLIC | Technology | 2.22% | 113,017 | +13,686 | +13.78% | $10,651,852 |
| Harmony Biosciences Holdings I | HRMY | Healthcare | 2.17% | 264,739 | +55,539 | +26.55% | $10,393,653 |
| CRA Intl Inc | CRAI | Industrials | 2.08% | 60,728 | +6,918 | +12.86% | $9,968,501 |
| Amphastar Pharmaceuticals Inc | AMPH | Healthcare | 2.07% | 383,901 | +45,193 | +13.34% | $9,908,485 |
| Lemaitre Vascular Inc | LMAT | Healthcare | 2.01% | 116,980 | +30,639 | +35.49% | $9,661,378 |
| Diodes Inc | DIOD | Technology | 1.99% | 98,782 | +12,251 | +14.16% | $9,561,110 |
| A10 Networks Inc | ATEN | Technology | 1.89% | 334,912 | +38,673 | +13.05% | $9,079,464 |
| Century Communities Inc | CCS | Real Estate | 1.88% | 149,894 | +18,414 | +14.01% | $9,031,114 |
| Pacira Biosciences Inc | PCRX | Healthcare | 1.84% | 352,738 | +40,441 | +12.95% | $8,836,087 |
| TG Therapeutics Inc | TGTX | Healthcare | 1.83% | 156,988 | +68,092 | +76.60% | $8,756,791 |
| Globus Med Inc | GMED | Healthcare | 1.79% | 114,433 | +19,494 | +20.53% | $8,571,032 |
| Iradimed Corp | IRMD | Healthcare | 1.74% | 96,975 | +25,932 | +36.50% | $8,361,185 |
| Grand Canyon Ed Inc | LOPE | Consumer Defensive | 1.72% | 54,437 | +31,620 | +138.58% | $8,252,105 |
| Glacier Bancorp Inc | GBCI | Financial Services | 1.71% | 189,680 | +26,621 | +16.33% | $8,194,176 |
| Dorman Prods Inc | DORM | Consumer Cyclical | 1.71% | 66,751 | +8,163 | +13.93% | $8,183,673 |
| ePlus Inc | PLUS | Technology | 1.70% | 90,736 | +9,722 | +12.00% | $8,167,147 |
| Landstar Systems Inc | LSTR | Industrials | 1.68% | 47,819 | +11,952 | +33.32% | $8,064,435 |
| Lithia Motors Inc | LAD | Consumer Cyclical | 1.67% | 27,424 | +4,768 | +21.05% | $8,003,146 |
| Ultra Clean Holdings Inc | UCTT | Technology | 1.66% | 98,202 | +47,137 | +92.31% | $7,960,254 |
| Siteone Landscape Supply Inc | SITE | Industrials | 1.59% | 84,477 | +24,642 | +41.18% | $7,629,118 |
| Corcept Therapeutics Inc | CORT | Healthcare | 1.57% | 65,530 | +11,707 | +21.75% | $7,551,022 |
| OSI Systems Inc | OSIS | Technology | 1.54% | 37,978 | +4,660 | +13.99% | $7,381,784 |
| Modine Manufacturing Co | MOD | Consumer Cyclical | 1.52% | 39,036 | +4,833 | +14.13% | $7,307,539 |
| ACI Worldwide Inc | ACIW | Technology | 1.48% | 144,891 | -11,794 | -7.53% | $7,082,272 |
| US Physical Therapy | USPH | Healthcare | 1.44% | 80,585 | +12,695 | +18.70% | $6,908,552 |
| Select Water Solutions Inc | WTTR | Energy | 1.24% | 300,837 | -13,063 | -4.16% | $5,953,564 |
| UFP Technologies Inc | UFPT | Healthcare | 1.09% | 17,566 | +772 | +4.60% | $5,213,940 |
| Innovex International Inc | INVX | Energy | 1.09% | 192,726 | +30,276 | +18.64% | $5,207,457 |
Showing 30 of 111 holdings in the latest reporting period.