Bridge City Capital, LLC
LAKE OSWEGO OR · SEC CIK 0001713521
$4.38亿2026Q2 申报市值
114持仓数
24.0%前十大占比 · 第一大 3.5%
10 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VPG 加仓+$327.79万
CRAI 加仓+$284.59万
ANIP 新建仓+$278.35万
AGX 新建仓+$267.51万
MOG/A 新建仓+$262.10万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$1,938.17万
RBC 减仓-$727.01万
ENSG 减仓-$634.72万
MTSI 清仓-$630.77万
UCTT 减仓-$430.07万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ONTO | Onto Innovation Inc | $1,544.00万 | 3.52% | 40,798 | -4,342 | -9.6% | -$164.32万 | 减仓 |
| KLIC | Kulicke & Soffa Industries Inc | $1,328.65万 | 3.03% | 99,331 | 5,047 | 5.4% | $67.51万 | 加仓 |
| VPG | Vishay Precision Group Inc | $1,193.37万 | 2.72% | 79,606 | 21,866 | 37.9% | $327.79万 | 加仓 |
| ATEN | A10 Networks Inc | $1,106.75万 | 2.53% | 296,239 | -104,444 | -26.1% | -$390.20万 | 减仓 |
| DIOD | Diodes Inc | $947.00万 | 2.16% | 86,531 | -31,203 | -26.5% | -$341.49万 | 减仓 |
| CCS | Century Communities Inc | $942.19万 | 2.15% | 131,480 | 31,082 | 31.0% | $222.73万 | 加仓 |
| MOD | Modine Manufacturing Co | $913.29万 | 2.08% | 34,203 | -435 | -1.3% | -$11.62万 | 减仓 |
| ADUS | Addus Homecare Corp | $858.47万 | 1.96% | 85,445 | 8,531 | 11.1% | $85.71万 | 加仓 |
| GBCI | Glacier Bancorp Inc | $841.06万 | 1.92% | 163,059 | -2,104 | -1.3% | -$10.85万 | 减仓 |
| LMAT | Lemaitre Vascular Inc | $828.53万 | 1.89% | 86,341 | 15,951 | 22.7% | $153.07万 | 加仓 |
| DORM | Dorman Prods Inc | $799.43万 | 1.82% | 58,588 | 11,741 | 25.1% | $160.21万 | 加仓 |
| PCRX | Pacira Biosciences Inc | $792.30万 | 1.81% | 312,297 | -90,468 | -22.5% | -$229.52万 | 减仓 |
| ACIW | ACI Worldwide Inc | $787.97万 | 1.80% | 156,685 | 18,266 | 13.2% | $91.86万 | 加仓 |
| CRAI | CRA Intl Inc | $765.72万 | 1.75% | 53,810 | 19,999 | 59.1% | $284.59万 | 加仓 |
| HRMY | Harmony Biosciences Holdings I | $761.70万 | 1.74% | 209,200 | -27,903 | -11.8% | -$101.59万 | 重新持有 |
| GMED | Globus Med Inc | $750.11万 | 1.71% | 94,939 | 28,687 | 43.3% | $226.66万 | 加仓 |
| LSTR | Landstar Systems Inc | $741.77万 | 1.69% | 35,867 | 12,349 | 52.5% | $255.39万 | 加仓 |
| OSIS | OSI Systems Inc | $728.66万 | 1.66% | 33,318 | 10,736 | 47.5% | $234.80万 | 加仓 |
| UCTT | Ultra Clean Holdings Inc | $728.14万 | 1.66% | 51,065 | -30,161 | -37.1% | -$430.07万 | 减仓 |
| SITE | Siteone Landscape Supply Inc | $684.57万 | 1.56% | 59,835 | 18,167 | 43.6% | $207.85万 | 加仓 |
| AMPH | Amphastar Pharmaceuticals Inc | $683.51万 | 1.56% | 338,708 | 3,603 | 1.1% | $7.27万 | 加仓 |
| IRMD | Iradimed Corp | $678.89万 | 1.55% | 71,043 | -1,530 | -2.1% | -$14.62万 | 减仓 |
| PLUS | ePlus Inc | $674.28万 | 1.54% | 81,014 | 12,691 | 18.6% | $105.63万 | 加仓 |
| LAD | Lithia Motors Inc | $658.13万 | 1.50% | 22,656 | 2,487 | 12.3% | $72.24万 | 加仓 |
| WTTR | Select Water Solutions Inc | $627.17万 | 1.43% | 313,900 | -9,522 | -2.9% | -$19.02万 | 减仓 |
| PDFS | PDF Solutions Inc | $541.59万 | 1.24% | 76,507 | -24,264 | -24.1% | -$171.76万 | 减仓 |
| TGTX | TG Therapeutics Inc | $488.39万 | 1.11% | 88,896 | -1,738 | -1.9% | -$9.55万 | 减仓 |
| AIN | Albany Intl Corp | $484.62万 | 1.11% | 65,050 | -1,275 | -1.9% | -$9.50万 | 减仓 |
| — | Catalyst Pharmaceuticals Inc | $479.89万 | 1.10% | 152,684 | -3,005 | -1.9% | -$9.44万 | 减仓 |
| CORT | Corcept Therapeutics Inc | $467.99万 | 1.07% | 53,823 | -1,051 | -1.9% | -$9.14万 | 减仓 |
| USPH | US Physical Therapy | $466.27万 | 1.06% | 67,890 | 14,729 | 27.7% | $101.16万 | 加仓 |
| RBC | RBC Bearings Inc | $445.82万 | 1.02% | 6,922 | -11,288 | -62.0% | -$727.01万 | 减仓 |
| IIIN | Insteel Industries Inc | $445.51万 | 1.02% | 147,520 | 52,907 | 55.9% | $159.78万 | 加仓 |
| UFPT | UFP Technologies Inc | $445.26万 | 1.02% | 16,794 | -2,964 | -15.0% | -$78.58万 | 减仓 |
| KRYS | Krystal Biotech Inc | $439.17万 | 1.00% | 11,816 | -229 | -1.9% | -$8.51万 | 减仓 |
| NVEC | NVE Corp | $417.72万 | 0.95% | 39,954 | -1,291 | -3.1% | -$13.50万 | 减仓 |
| INVX | Innovex International Inc | $402.88万 | 0.92% | 162,450 | -4,733 | -2.8% | -$11.74万 | 减仓 |
| STRL | Sterling Infrastructure Inc | $402.05万 | 0.92% | 4,790 | -23,091 | -82.8% | -$1,938.17万 | 减仓 |
| BMI | Badger Meter Inc | $381.25万 | 0.87% | 25,694 | -13,860 | -35.0% | -$205.65万 | 减仓 |
| DFIN | Donnelley Financial Solutions | $373.63万 | 0.85% | 89,065 | 20,604 | 30.1% | $86.43万 | 加仓 |
| MD | Pediatrix Medical Group Inc | $369.82万 | 0.84% | 146,000 | -2,868 | -1.9% | -$7.26万 | 减仓 |
| RAMP | Liveramp Holdings Inc | $368.38万 | 0.84% | 97,869 | -1,915 | -1.9% | -$7.21万 | 减仓 |
| — | Supernus Pharmaceuticals | $363.55万 | 0.83% | 78,167 | 15,244 | 24.2% | $70.90万 | 加仓 |
| CGNX | Cognex Corp | $361.97万 | 0.83% | 49,982 | -981 | -1.9% | -$7.10万 | 减仓 |
| EVR | Evercore Inc | $360.39万 | 0.82% | 10,555 | -208 | -1.9% | -$7.10万 | 减仓 |
| MYRG | MYR Group Inc | $353.58万 | 0.81% | 7,066 | -138 | -1.9% | -$6.91万 | 减仓 |
| HCSG | Healthcare Services Group Inc | $343.48万 | 0.78% | 139,852 | -2,753 | -1.9% | -$6.76万 | 减仓 |
| WHD | Cactus Inc | $341.28万 | 0.78% | 66,618 | -1,311 | -1.9% | -$6.72万 | 减仓 |
| YETI | Yeti Holdings Inc | $339.21万 | 0.77% | 68,444 | -1,340 | -1.9% | -$6.64万 | 减仓 |
| NHC | National Healthcare Corp | $335.70万 | 0.77% | 15,883 | -311 | -1.9% | -$6.57万 | 减仓 |
| FFIN | First Financial Bankshares Inc | $333.90万 | 0.76% | 96,503 | -1,893 | -1.9% | -$6.55万 | 减仓 |
| LOPE | Grand Canyon Ed Inc | $326.53万 | 0.75% | 22,817 | 5,226 | 29.7% | $74.79万 | 加仓 |
| HWKN | Hawkins Inc | $323.09万 | 0.74% | 22,737 | 5,217 | 29.8% | $74.13万 | 加仓 |
| NSSC | Napco Security Technologies In | $319.53万 | 0.73% | 84,131 | 25,521 | 43.5% | $96.93万 | 加仓 |
| ETON | Eton Pharmaceuticals Inc | $319.04万 | 0.73% | 88,132 | 66,982 | 316.7% | $242.47万 | 加仓 |
| WSBC | WesBanco Inc | $313.99万 | 0.72% | 80,448 | -1,582 | -1.9% | -$6.17万 | 减仓 |
| ENSG | Ensign Group Inc | $313.27万 | 0.72% | 19,543 | -39,596 | -67.0% | -$634.72万 | 减仓 |
| UFPI | Ufp Industries Inc | $312.51万 | 0.71% | 34,440 | -676 | -1.9% | -$6.13万 | 减仓 |
| PLXS | Plexus Corp | $305.75万 | 0.70% | 10,169 | -198 | -1.9% | -$5.95万 | 减仓 |
| BBSI | Barrett Business Services Inc | $293.86万 | 0.67% | 82,731 | -220 | -0.3% | -$7,814 | 减仓 |
| OLLI | Ollies Bargain Outlet Holdings | $293.02万 | 0.67% | 38,114 | 7,620 | 25.0% | $58.58万 | 加仓 |
| CCSI | Consensus Cloud Solutions Inc | $287.95万 | 0.66% | 75,479 | -2,331 | -3.0% | -$8.89万 | 减仓 |
| TXRH | Texas Roadhouse Inc | $285.85万 | 0.65% | 14,793 | -292 | -1.9% | -$5.64万 | 减仓 |
| FELE | Franklin Electric Inc | $278.81万 | 0.64% | 26,011 | -510 | -1.9% | -$5.47万 | 减仓 |
| ANIP | Ani Pharmaceuticals Inc | $278.35万 | 0.64% | 33,625 | 33,625 | — | $278.35万 | 新建仓 |
| KWR | Quaker Houghton | $273.13万 | 0.62% | 17,192 | -339 | -1.9% | -$5.39万 | 减仓 |
| AGX | Argan Inc | $267.51万 | 0.61% | 3,350 | 3,350 | — | $267.51万 | 新建仓 |
| EXLS | ExlService Holdings Inc | $262.59万 | 0.60% | 101,542 | -1,993 | -1.9% | -$5.15万 | 减仓 |
| MOG/A | Moog Inc | $262.10万 | 0.60% | 6,184 | 6,184 | — | $262.10万 | 新建仓 |
| LKFN | Lakeland Financial Corp | $257.63万 | 0.59% | 41,741 | 11,221 | 36.8% | $69.26万 | 加仓 |
| AWI | Armstrong World Industries Inc | $247.43万 | 0.56% | 15,424 | 4,839 | 45.7% | $77.63万 | 加仓 |
| KGS | Kodiak Gas Services Inc | $245.90万 | 0.56% | 32,730 | 32,730 | — | $245.90万 | 新建仓 |
| VCEL | Vericel Corp | $238.17万 | 0.54% | 53,534 | -1,041 | -1.9% | -$4.63万 | 减仓 |
| EXPO | Exponent Inc | $237.99万 | 0.54% | 40,502 | -790 | -1.9% | -$4.64万 | 减仓 |
| QLYS | Qualys Inc | $236.46万 | 0.54% | 17,198 | -339 | -1.9% | -$4.66万 | 减仓 |
| WING | Wingstop Inc | $234.81万 | 0.54% | 13,541 | 13,541 | — | $234.81万 | 新建仓 |
| OMCL | Omnicell | $230.69万 | 0.53% | 55,561 | -1,102 | -1.9% | -$4.58万 | 减仓 |
| GTY | Getty Realty Corp | $229.36万 | 0.52% | 68,754 | -1,353 | -1.9% | -$4.51万 | 减仓 |
| PJT | Pjt Partners Inc | $225.76万 | 0.52% | 14,957 | 6,309 | 73.0% | $95.23万 | 加仓 |
| EPAM | EPAM Systems Inc | $221.84万 | 0.51% | 27,957 | 6,363 | 29.5% | $50.49万 | 加仓 |
| JJSF | J & J Snack Foods Corp | $219.99万 | 0.50% | 29,951 | -587 | -1.9% | -$4.31万 | 减仓 |
| HOPE | Hope Bancorp Inc | $219.48万 | 0.50% | 160,435 | -3,158 | -1.9% | -$4.32万 | 减仓 |
| PNTG | Pennant Group Inc | $218.31万 | 0.50% | 59,083 | -1,825 | -3.0% | -$6.74万 | 减仓 |
| THRM | Gentherm Inc | $215.97万 | 0.49% | 63,317 | -1,684 | -2.6% | -$5.74万 | 减仓 |
| RES | RPC Inc | $212.47万 | 0.48% | 364,451 | 130,544 | 55.8% | $76.11万 | 加仓 |
| SNEX | Stonex Group Inc | $211.50万 | 0.48% | 17,848 | 17,848 | — | $211.50万 | 新建仓 |
| CBZ | CBIZ Inc | $204.64万 | 0.47% | 63,792 | -1,250 | -1.9% | -$4.01万 | 减仓 |
| EVTC | Evertec Inc | $195.36万 | 0.45% | 70,323 | -1,378 | -1.9% | -$3.83万 | 减仓 |
| WDFC | Wd 40 Co | $189.70万 | 0.43% | 7,786 | -154 | -1.9% | -$3.75万 | 减仓 |
| PAYC | Paycom Software Inc | $183.57万 | 0.42% | 14,606 | 14,606 | — | $183.57万 | 新建仓 |
| CWT | California Wtr Svc Group | $182.70万 | 0.42% | 37,553 | -739 | -1.9% | -$3.60万 | 减仓 |
| IDCC | InterDigital Inc | $167.30万 | 0.38% | 5,909 | 5,909 | — | $167.30万 | 新建仓 |
| CNMD | Conmed Corp | $165.70万 | 0.38% | 50,625 | -992 | -1.9% | -$3.25万 | 减仓 |
| MMS | Maximus Inc | $160.34万 | 0.37% | 29,826 | -581 | -1.9% | -$3.12万 | 减仓 |
| PSIX | Power Solutions Intl Inc | $158.12万 | 0.36% | 40,658 | 7,865 | 24.0% | $30.59万 | 加仓 |
| HSTM | HealthStream Inc | $141.06万 | 0.32% | 51,765 | -1,684 | -3.2% | -$4.59万 | 减仓 |
| LTC | LTC Properties Inc | $138.71万 | 0.32% | 36,075 | -710 | -1.9% | -$2.73万 | 减仓 |
| BCC | Boise Cascade Co | $134.62万 | 0.31% | 17,341 | -340 | -1.9% | -$2.64万 | 减仓 |
| INTT | inTEST Corp | $92.96万 | 0.21% | 51,160 | -4,908 | -8.8% | -$8.92万 | 减仓 |
| PKE | Park Aerospace Corp | $72.88万 | 0.17% | 19,098 | -11,211 | -37.0% | -$42.78万 | 减仓 |