☆Bridge City Capital, LLC
Quality Q
0.134
AUM ($M)
438
Positions
114
Turnover
0.17
Top-10 wt
24%
Herfindahl
0.014
History (qtrs)
6
Excess Return
—
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Holdings · 120 positions · portfolio value $438M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆ONTO funds › | Onto Innovation Inc | TRIM | — | 3.5% | +1.0% | 15.4 | 40,798 | -4,342 | 5 | — |
| ☆KLIC funds › | Kulicke & Soffa Industries Inc | ADD | — | 3.0% | +1.3% | 13.3 | 99,331 | +5,047 | 5 | — |
| ☆VPG funds › | Vishay Precision Group Inc | ADD | — | 2.7% | +2.0% | 11.9 | 79,606 | +21,866 | 5 | — |
| ☆ATEN funds › | A10 Networks Inc | TRIM | — | 2.5% | -0.0% | 11.1 | 296,239 | -104,444 | 5 | — |
| ☆DIOD funds › | Diodes Inc | TRIM | — | 2.2% | -0.1% | 9.5 | 86,531 | -31,203 | 5 | — |
| ☆CCS funds › | Century Communities Inc | ADD | — | 2.2% | +0.6% | 9.4 | 131,480 | +31,082 | 5 | — |
| ☆MOD funds › | Modine Manufacturing Co | TRIM | — | 2.1% | +0.0% | 9.1 | 34,203 | -435 | 5 | — |
| ☆ADUS funds › | Addus Homecare Corp | ADD | — | 2.0% | -0.0% | 8.6 | 85,445 | +8,531 | 5 | — |
| ☆GBCI funds › | Glacier Bancorp Inc | TRIM | — | 1.9% | -0.1% | 8.4 | 163,059 | -2,104 | 5 | — |
| ☆LMAT funds › | Lemaitre Vascular Inc | ADD | — | 1.9% | -0.2% | 8.3 | 86,341 | +15,951 | 5 | — |
| ☆DORM funds › | Dorman Prods Inc | ADD | — | 1.8% | +0.5% | 8.0 | 58,588 | +11,741 | 5 | — |
| ☆PCRX funds › | Pacira Biosciences Inc | TRIM | — | 1.8% | -0.7% | 7.9 | 312,297 | -90,468 | 5 | — |
| ☆ACIW funds › | ACI Worldwide Inc | ADD | — | 1.8% | +0.2% | 7.9 | 156,685 | +18,266 | 5 | — |
| ☆CRAI funds › | CRA Intl Inc | ADD | — | 1.7% | +0.2% | 7.7 | 53,810 | +19,999 | 5 | — |
| ☆HRMY funds › | Harmony Biosciences Holdings I | NEW | — | 1.7% | +1.7% | 7.6 | 209,200 | +209,200 | 1 | — |
| ☆GMED funds › | Globus Med Inc | ADD | — | 1.7% | +0.1% | 7.5 | 94,939 | +28,687 | 5 | — |
| ☆LSTR funds › | Landstar Systems Inc | ADD | — | 1.7% | +0.6% | 7.4 | 35,867 | +12,349 | 5 | — |
| ☆OSIS funds › | OSI Systems Inc | ADD | — | 1.7% | +0.0% | 7.3 | 33,318 | +10,736 | 5 | — |
| ☆UCTT funds › | Ultra Clean Holdings Inc | TRIM | — | 1.7% | +0.3% | 7.3 | 51,065 | -30,161 | 5 | — |
| ☆SITE funds › | Siteone Landscape Supply Inc | ADD | — | 1.6% | +0.0% | 6.8 | 59,835 | +18,167 | 5 | — |
| ☆AMPH funds › | Amphastar Pharmaceuticals Inc | ADD | — | 1.6% | -0.3% | 6.8 | 338,708 | +3,603 | 5 | — |
| ☆IRMD funds › | Iradimed Corp | TRIM | — | 1.5% | -0.4% | 6.8 | 71,043 | -1,530 | 5 | — |
| ☆PLUS funds › | ePlus Inc | ADD | — | 1.5% | +0.1% | 6.7 | 81,014 | +12,691 | 5 | — |
| ☆LAD funds › | Lithia Motors Inc | ADD | — | 1.5% | +0.1% | 6.6 | 22,656 | +2,487 | 5 | — |
| ☆WTTR funds › | Select Water Solutions Inc | TRIM | — | 1.4% | +0.1% | 6.3 | 313,900 | -9,522 | 5 | — |
| ☆PDFS funds › | PDF Solutions Inc | TRIM | — | 1.2% | +0.3% | 5.4 | 76,507 | -24,264 | 5 | — |
| ☆TGTX funds › | TG Therapeutics Inc | TRIM | — | 1.1% | +0.3% | 4.9 | 88,896 | -1,738 | 2 | — |
| ☆AIN funds › | Albany Intl Corp | TRIM | — | 1.1% | +0.1% | 4.8 | 65,050 | -1,275 | 5 | — |
| ☆CPRX funds › | Catalyst Pharmaceuticals Inc | TRIM | — | 1.1% | +0.0% | 4.8 | 152,684 | -3,005 | 5 | — |
| ☆CORT funds › | Corcept Therapeutics Inc | TRIM | — | 1.1% | +0.5% | 4.7 | 53,823 | -1,051 | 5 | — |
| ☆USPH funds › | US Physical Therapy | ADD | — | 1.1% | -0.0% | 4.7 | 67,890 | +14,729 | 5 | — |
| ☆CUSIP:75524B104 funds › | RBC Bearings Inc | TRIM | — | 1.0% | -1.7% | 4.5 | 6,922 | -11,288 | 5 | — |
| ☆IIIN funds › | Insteel Industries Inc | ADD | — | 1.0% | +0.1% | 4.5 | 147,520 | +52,907 | 5 | — |
| ☆UFPT funds › | UFP Technologies Inc | TRIM | — | 1.0% | -0.0% | 4.5 | 16,794 | -2,964 | 5 | — |
| ☆KRYS funds › | Krystal Biotech Inc | TRIM | — | 1.0% | +0.1% | 4.4 | 11,816 | -229 | 4 | — |
| ☆NVEC funds › | NVE Corp | TRIM | — | 1.0% | +0.2% | 4.2 | 39,954 | -1,291 | 5 | — |
| ☆INVX funds › | Innovex International Inc | TRIM | — | 0.9% | -0.2% | 4.0 | 162,450 | -4,733 | 5 | — |
| ☆STRL funds › | Sterling Infrastructure Inc | TRIM | — | 0.9% | -2.2% | 4.0 | 4,790 | -23,091 | 5 | — |
| ☆BMI funds › | Badger Meter Inc | TRIM | — | 0.9% | -0.8% | 3.8 | 25,694 | -13,860 | 5 | — |
| ☆DFIN funds › | Donnelley Financial Solutions | ADD | — | 0.9% | -0.0% | 3.7 | 89,065 | +20,604 | 5 | — |
| ☆MD funds › | Pediatrix Medical Group Inc | TRIM | — | 0.8% | -0.0% | 3.7 | 146,000 | -2,868 | 5 | — |
| ☆RAMP funds › | Liveramp Holdings Inc | TRIM | — | 0.8% | +0.1% | 3.7 | 97,869 | -1,915 | 3 | — |
| ☆SUPN funds › | Supernus Pharmaceuticals | ADD | — | 0.8% | -0.1% | 3.6 | 78,167 | +15,244 | 5 | — |
| ☆CGNX funds › | Cognex Corp | TRIM | — | 0.8% | +0.1% | 3.6 | 49,982 | -981 | 5 | — |
| ☆EVR funds › | Evercore Inc | TRIM | — | 0.8% | -0.1% | 3.6 | 10,555 | -208 | 5 | — |
| ☆MYRG funds › | MYR Group Inc | TRIM | — | 0.8% | +0.2% | 3.5 | 7,066 | -138 | 2 | — |
| ☆HCSG funds › | Healthcare Services Group Inc | TRIM | — | 0.8% | +0.1% | 3.4 | 139,852 | -2,753 | 5 | — |
| ☆WHD funds › | Cactus Inc | TRIM | — | 0.8% | -0.1% | 3.4 | 66,618 | -1,311 | 5 | — |
| ☆YETI funds › | Yeti Holdings Inc | TRIM | — | 0.8% | +0.1% | 3.4 | 68,444 | -1,340 | 5 | — |
| ☆NHC funds › | National Healthcare Corp | TRIM | — | 0.8% | +0.0% | 3.4 | 15,883 | -311 | 3 | — |
| ☆FFIN funds › | First Financial Bankshares Inc | TRIM | — | 0.8% | -0.0% | 3.3 | 96,503 | -1,893 | 5 | — |
| ☆LOPE funds › | Grand Canyon Ed Inc | ADD | — | 0.7% | -0.1% | 3.3 | 22,817 | +5,226 | 3 | — |
| ☆HWKN funds › | Hawkins Inc | ADD | — | 0.7% | -0.0% | 3.2 | 22,737 | +5,217 | 3 | — |
| ☆NSSC funds › | Napco Security Technologies In | ADD | — | 0.7% | +0.1% | 3.2 | 84,131 | +25,521 | 5 | — |
| ☆ETON funds › | Eton Pharmaceuticals Inc | ADD | — | 0.7% | +0.6% | 3.2 | 88,132 | +66,982 | 4 | — |
| ☆WSBC funds › | WesBanco Inc | TRIM | — | 0.7% | -0.1% | 3.1 | 80,448 | -1,582 | 5 | — |
| ☆ENSG funds › | Ensign Group Inc | TRIM | — | 0.7% | -2.6% | 3.1 | 19,543 | -39,596 | 5 | — |
| ☆UFPI funds › | Ufp Industries Inc | TRIM | — | 0.7% | -0.2% | 3.1 | 34,440 | -676 | 5 | — |
| ☆PLXS funds › | Plexus Corp | TRIM | — | 0.7% | +0.1% | 3.1 | 10,169 | -198 | 5 | — |
| ☆BBSI funds › | Barrett Business Services Inc | TRIM | — | 0.7% | -0.0% | 2.9 | 82,731 | -220 | 5 | — |
| ☆OLLI funds › | Ollies Bargain Outlet Holdings | ADD | — | 0.7% | -0.1% | 2.9 | 38,114 | +7,620 | 5 | — |
| ☆CCSI funds › | Consensus Cloud Solutions Inc | TRIM | — | 0.7% | +0.1% | 2.9 | 75,479 | -2,331 | 5 | — |
| ☆TXRH funds › | Texas Roadhouse Inc | TRIM | — | 0.7% | -0.0% | 2.9 | 14,793 | -292 | 5 | — |
| ☆FELE funds › | Franklin Electric Inc | TRIM | — | 0.6% | -0.0% | 2.8 | 26,011 | -510 | 5 | — |
| ☆ANIP funds › | Ani Pharmaceuticals Inc | NEW | — | 0.6% | +0.6% | 2.8 | 33,625 | +33,625 | 1 | — |
| ☆KWR funds › | Quaker Houghton | TRIM | — | 0.6% | +0.0% | 2.7 | 17,192 | -339 | 5 | — |
| ☆AGX funds › | Argan Inc | NEW | — | 0.6% | +0.6% | 2.7 | 3,350 | +3,350 | 1 | — |
| ☆EXLS funds › | ExlService Holdings Inc | TRIM | — | 0.6% | -0.3% | 2.6 | 101,542 | -1,993 | 5 | — |
| ☆MOGA funds › | Moog Inc | NEW | — | 0.6% | +0.6% | 2.6 | 6,184 | +6,184 | 1 | — |
| ☆LKFN funds › | Lakeland Financial Corp | ADD | — | 0.6% | +0.1% | 2.6 | 41,741 | +11,221 | 5 | — |
| ☆AWI funds › | Armstrong World Industries Inc | ADD | — | 0.6% | +0.1% | 2.5 | 15,424 | +4,839 | 2 | — |
| ☆KGS funds › | Kodiak Gas Services Inc | NEW | — | 0.6% | +0.6% | 2.5 | 32,730 | +32,730 | 1 | — |
| ☆VCEL funds › | Vericel Corp | TRIM | — | 0.5% | +0.1% | 2.4 | 53,534 | -1,041 | 2 | — |
| ☆EXPO funds › | Exponent Inc | TRIM | — | 0.5% | -0.2% | 2.4 | 40,502 | -790 | 5 | — |
| ☆QLYS funds › | Qualys Inc | TRIM | — | 0.5% | +0.1% | 2.4 | 17,198 | -339 | 5 | — |
| ☆WING funds › | Wingstop Inc | NEW | — | 0.5% | +0.5% | 2.3 | 13,541 | +13,541 | 1 | — |
| ☆OMCL funds › | Omnicell | TRIM | — | 0.5% | +0.0% | 2.3 | 55,561 | -1,102 | 5 | — |
| ☆GTY funds › | Getty Realty Corp | TRIM | — | 0.5% | -0.1% | 2.3 | 68,754 | -1,353 | 5 | — |
| ☆PJT funds › | Pjt Partners Inc | ADD | — | 0.5% | +0.2% | 2.3 | 14,957 | +6,309 | 5 | — |
| ☆EPAM funds › | EPAM Systems Inc | ADD | — | 0.5% | -0.3% | 2.2 | 27,957 | +6,363 | 3 | — |
| ☆JJSF funds › | J & J Snack Foods Corp | TRIM | — | 0.5% | -0.2% | 2.2 | 29,951 | -587 | 5 | — |
| ☆HOPE funds › | Hope Bancorp Inc | TRIM | — | 0.5% | -0.0% | 2.2 | 160,435 | -3,158 | 5 | — |
| ☆PNTG funds › | Pennant Group Inc | TRIM | — | 0.5% | -0.0% | 2.2 | 59,083 | -1,825 | 4 | — |
| ☆THRM funds › | Gentherm Inc | TRIM | — | 0.5% | -0.0% | 2.2 | 63,317 | -1,684 | 5 | — |
| ☆RES funds › | RPC Inc | ADD | — | 0.5% | +0.0% | 2.1 | 364,451 | +130,544 | 5 | — |
| ☆SNEX funds › | Stonex Group Inc | NEW | — | 0.5% | +0.5% | 2.1 | 17,848 | +17,848 | 1 | — |
| ☆CBZ funds › | CBIZ Inc | TRIM | — | 0.5% | -0.0% | 2.0 | 63,792 | -1,250 | 5 | — |
| ☆EVTC funds › | Evertec Inc | TRIM | — | 0.4% | -0.1% | 2.0 | 70,323 | -1,378 | 5 | — |
| ☆WDFC funds › | Wd 40 Co | TRIM | — | 0.4% | -0.0% | 1.9 | 7,786 | -154 | 5 | — |
| ☆PAYC funds › | Paycom Software Inc | NEW | — | 0.4% | +0.4% | 1.8 | 14,606 | +14,606 | 1 | — |
| ☆CUSIP:130788102 funds › | California Wtr Svc Group | TRIM | — | 0.4% | -0.1% | 1.8 | 37,553 | -739 | 5 | — |
| ☆IDCC funds › | InterDigital Inc | NEW | — | 0.4% | +0.4% | 1.7 | 5,909 | +5,909 | 1 | — |
| ☆CNMD funds › | Conmed Corp | TRIM | — | 0.4% | -0.1% | 1.7 | 50,625 | -992 | 5 | — |
| ☆MMS funds › | Maximus Inc | TRIM | — | 0.4% | -0.2% | 1.6 | 29,826 | -581 | 5 | — |
| ☆PSIX funds › | Power Solutions Intl Inc | ADD | — | 0.4% | -0.2% | 1.6 | 40,658 | +7,865 | 2 | — |
| ☆HSTM funds › | HealthStream Inc | TRIM | — | 0.3% | +0.0% | 1.4 | 51,765 | -1,684 | 5 | — |
| ☆LTC funds › | LTC Properties Inc | TRIM | — | 0.3% | -0.1% | 1.4 | 36,075 | -710 | 5 | — |
| ☆BCC funds › | Boise Cascade Co | TRIM | — | 0.3% | -0.1% | 1.3 | 17,341 | -340 | 5 | — |
| ☆INTT funds › | inTEST Corp | TRIM | — | 0.2% | +0.0% | 0.9 | 51,160 | -4,908 | 5 | — |
| ☆PKE funds › | Park Aerospace Corp | TRIM | — | 0.2% | -0.1% | 0.7 | 19,098 | -11,211 | 5 | — |
| ☆ELMD funds › | Electromed Inc | ADD | — | 0.1% | +0.1% | 0.6 | 13,974 | +936 | 4 | — |
| ☆BWFG funds › | Bankwell Financial Group Inc | TRIM | — | 0.1% | -0.0% | 0.5 | 9,130 | -876 | 5 | — |
| ☆UTMD funds › | Utah Med Prods Inc | TRIM | — | 0.1% | -0.0% | 0.5 | 6,654 | -637 | 5 | — |
| ☆OSPN funds › | Onespan Inc | ADD | — | 0.1% | +0.0% | 0.4 | 29,782 | +2,754 | 5 | — |
| ☆BMRC funds › | Bank of Marin Bancorp | TRIM | — | 0.1% | -0.0% | 0.4 | 14,170 | -1,360 | 5 | — |
| ☆ITIC funds › | Investors Title Co NC | TRIM | — | 0.1% | -0.0% | 0.4 | 1,336 | -128 | 5 | — |
| ☆LQDT funds › | Liquidity Services Inc | TRIM | — | 0.1% | -0.0% | 0.3 | 7,957 | -763 | 3 | — |
| ☆FC funds › | Franklin Covey Co | TRIM | — | 0.1% | -0.0% | 0.3 | 12,081 | -7,035 | 4 | — |
| ☆GHM funds › | Graham Corp | TRIM | — | 0.1% | +0.0% | 0.3 | 2,335 | -224 | 2 | — |
| ☆MTRX funds › | Matrix Service Co | TRIM | — | 0.1% | -0.0% | 0.3 | 20,223 | -10,777 | 3 | — |
| ☆JYNT funds › | Joint Corp | ADD | — | 0.1% | +0.0% | 0.3 | 30,384 | +5,815 | 5 | — |
| ☆PRSU funds › | Pursuit Attractions And Hospit | NEW | — | 0.1% | +0.1% | 0.2 | 4,325 | +4,325 | 1 | — |
| ☆RDVT funds › | Red Violet Inc | NEW | — | 0.0% | +0.0% | 0.2 | 3,334 | +3,334 | 1 | — |
| ☆IWO funds › | iShares | NEW | — | 0.0% | +0.0% | 0.2 | 513 | +513 | 1 | — |
| ☆FN funds › | Fabrinet | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -6,748 | 0 | — |
| ☆SHAK funds › | Shake Shack Inc | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -14,528 | 0 | — |
| ☆MTSI funds › | Macom Tech Solutions Holdings | EXIT | — | 0.0% | -1.7% | 0.0 | 0 | -28,404 | 0 | — |
| ☆BL funds › | Blackline Inc | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -30,799 | 0 | — |
| ☆LZB funds › | La-Z-Boy Inc | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -64,719 | 0 | — |
| ☆CRDO funds › | Credo Technology Group Holding | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -29,018 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 438 | 114 | 0.17 | 24% | 0.014 | 0.133 | — | in |
| 2026Q1 | 361 | 108 | 0.14 | 25% | 0.014 | 0.172 | — | in |
| 2025Q4 | 340 | 108 | 0.12 | 23% | 0.014 | 0.141 | — | in |
| 2025Q3 | 374 | 108 | 0.11 | 22% | 0.014 | 0.163 | — | in |
| 2025Q2 | 356 | 107 | 0.10 | 23% | 0.014 | 0.209 | — | entered |
| 2025Q1 | 333 | 105 | 0.00 | 23% | 0.014 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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