Legacy Bridge, LLC
Sector Allocation
- Technology37.8%$122.3M
- Industrials18.1%$58.5M
- Other15.7%$50.8M
- Financials9.3%$30.1M
- Consumer Discretionary5.2%$16.7M
- Healthcare3.7%$11.9M
- Consumer Staples2.7%$8.6M
- Energy2.5%$8.0M
- Materials2.0%$6.4M
- Utilities1.5%$4.8M
AUM History
13fpro.ai/research/fund/legacy-bridge-llc-1689144
Conviction and streaks
Stable · top 10 = 27.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GEV
$13.3MSTRL
$12.3MNVDA
$11.8MCAT
$8.2MAVGO
$7.7MMU
$7.4MPLTR
$7.1MANET
$6.7MVRT
$6.7MCLS
$6.4MWTBA
$6.0MTSM
$5.6MNBIS
$5.3MAMD
$5.3MLLY
$4.8MAMZN
$4.5MWMT
$4.4METN
$4.3MASML
$4.2MCRDO
$4.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/legacy-bridge-llc-1689144
Legacy Bridge, LLC 13F holdings — Q2 2026
$323.8M portfolio (+23.5% QoQ) · 322 holdings · Q2 2026 13F · top 10 are 27% of the stock portfolio
$13.3M
4.1% of stocks
-3%This quarter-18.5%Since filed5+ qtrsHeld$12.3M
3.8% of stocks
-24%This quarter-34.8%Since filed5+ qtrsHeld$11.8M
3.6% of stocks
-10%This quarter-4.1%Since filed5+ qtrsHeld$8.2M
2.5% of stocks
+0.1%This quarter-19.0%Since filed5+ qtrsHeld$7.7M
2.4% of stocks
-9%This quarter-21.2%Since filed5+ qtrsHeld$7.4M
2.3% of stocks
-2%This quarter-4.9%Since filed5+ qtrsHeld$7.1M
2.2% of stocks
-0.1%This quarter+11.1%Since filed5+ qtrsHeld$6.7M
2.1% of stocks
+0.5%This quarter-13.0%Since filed5+ qtrsHeld$6.7M
2.1% of stocks
+0.7%This quarter-30.4%Since filed5+ qtrsHeld$6.4M
2.0% of stocks
-1%This quarter-29.1%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Legacy Bridge, LLC (Q2 2026)
322 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | WEST BANCORPORATION INC | Financials | $6.0M | 1.9% | 226K | -8% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $5.6M | 1.7% | 12K | +0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Nebius Group N.V. | Technology | $5.3M | 1.6% | 19K | +3% | 5+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ADVANCED MICRO DEVICES INC | Technology | $5.3M | 1.6% | 9,160 | +2% | 5+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ELI LILLY & Co | Healthcare | $4.8M | 1.5% | 3,978 | +0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $4.5M | 1.4% | 19K | +0.5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Walmart Inc. | Consumer Staples | $4.4M | 1.4% | 39K | +0.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Eaton Corp plc | Industrials | $4.3M | 1.3% | 10K | +2% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ASML HOLDING NV | Technology | $4.2M | 1.3% | 2,126 | +0.7% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Credo Technology Group Holding Ltd | Technology | $4.1M | 1.3% | 15K | +0.6% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Palo Alto Networks Inc | Technology | $3.8M | 1.2% | 11K | — | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | WESTERN DIGITAL CORP | Technology | $3.8M | 1.2% | 5,926 | +2% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BERKSHIRE HATHAWAY INC | Financials | $3.8M | 1.2% | 7,557 | -5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $3.8M | 1.2% | 11K | +0.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Johnson Controls International plc | Industrials | $3.4M | 1.1% | 23K | +1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MSFT | MICROSOFT CORP | Technology | $3.4M | 1.1% | 9,117 | -0.1% | |||
| 27 | — | ISHARES TR - CORE S&P500 ETF | — | $3.3M | 1.0% | 4,393 | — | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $3.2M | 1.0% | 9,712 | — | |||
| 29 | $PH | Parker-Hannifin Corp | Industrials | $3.1M | 1.0% | 3,207 | — | |||
| 30 | $HPE | Hewlett Packard Enterprise Co | Technology | $3.1M | 1.0% | 69K | +2% | |||
| 31 | — | ISHARES TR - RUS 2000 GRW ETF | — | $3.1M | 0.9% | 7,755 | +3% | |||
| 32 | $TER | TERADYNE, INC | Technology | $3.0M | 0.9% | 6,300 | New | |||
| 33 | — | ISHARES INC - CORE MSCI EMKT | — | $2.9M | 0.9% | 34K | +1% | |||
| 34 | $STX | Seagate Technology Holdings plc | Technology | $2.8M | 0.9% | 2,952 | New | |||
| 35 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.8M | 0.9% | 3,895 | +6% | |||
| 36 | $BNY | Bank of New York Mellon Corp | Financials | $2.7M | 0.8% | 19K | +0.3% | |||
| 37 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.7M | 0.8% | 9,076 | — | |||
| 38 | $AAPL | Apple Inc. | Technology | $2.7M | 0.8% | 9,354 | — | |||
| 39 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.6M | 0.8% | 36K | +1% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.6M | 0.8% | 2,751 | +1.0% | |||
| 41 | $DE | DEERE & CO | Industrials | $2.6M | 0.8% | 4,046 | -0.5% | |||
| 42 | $VLO | VALERO ENERGY CORP/TX | Energy | $2.4M | 0.8% | 9,302 | — | |||
| 43 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $2.4M | 0.7% | 10K | — | |||
| 44 | — | PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD | — | $2.3M | 0.7% | 123K | -0.6% | |||
| 45 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $2.2M | 0.7% | 26K | +0.6% | |||
| 46 | $OKLO | Oklo Inc. | Utilities | $2.1M | 0.7% | 41K | +0.4% | |||
| 47 | — | ISHARES TR - CORE MSCI TOTAL | — | $2.1M | 0.7% | 22K | — | |||
| 48 | — | ISHARES TR - RUS MID CAP ETF | — | $2.1M | 0.6% | 19K | — | |||
| 49 | — | ISHARES TR - RUS 2000 VAL ETF | — | $2.1M | 0.6% | 9,285 | -0.5% | |||
| 50 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.0M | 0.6% | 5,717 | +0.2% | |||
| 51 | $ESE | ESCO TECHNOLOGIES INC | Technology | $2.0M | 0.6% | 5,688 | — | |||
| 52 | $FCX | FREEPORT-MCMORAN INC | Materials | $2.0M | 0.6% | 31K | -0.7% | |||
| 53 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.9M | 0.6% | 14K | +3% | |||
| 54 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.9M | 0.6% | 3,458 | -6% | |||
| 55 | $LEU | CENTRUS ENERGY CORP | Materials | $1.9M | 0.6% | 11K | +0.7% | |||
| 56 | $NXPI | NXP Semiconductors N.V. | Technology | $1.9M | 0.6% | 6,751 | — | |||
| 57 | $MS | MORGAN STANLEY | Financials | $1.8M | 0.6% | 8,837 | — | |||
| 58 | $C | CITIGROUP INC | Financials | $1.8M | 0.6% | 13K | -2% | |||
| 59 | — | ISHARES TR - RUS MDCP VAL ETF | — | $1.8M | 0.6% | 11K | — | |||
| 60 | $EQIX | EQUINIX INC | Real Estate | $1.8M | 0.6% | 1,727 | — | |||
| 61 | $QCOM | QUALCOMM INC/DE | Technology | $1.8M | 0.6% | 9,726 | — | |||
| 62 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.8M | 0.6% | 8,020 | — | |||
| 63 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $1.8M | 0.5% | 48K | -0.1% | |||
| 64 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $1.7M | 0.5% | 11K | -2% | |||
| 65 | $FITB | FIFTH THIRD BANCORP | Financials | $1.7M | 0.5% | 30K | +0.3% | |||
| 66 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $1.7M | 0.5% | 9,399 | +0.2% | |||
| 67 | — | ISHARES TR - MSCI EAFE ETF | — | $1.6M | 0.5% | 16K | +0.1% | |||
| 68 | $POWL | POWELL INDUSTRIES INC | Technology | $1.6M | 0.5% | 5,720 | New | |||
| 69 | $NXT | Nextpower Inc. | Technology | $1.6M | 0.5% | 13K | +0.1% | |||
| 70 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.6M | 0.5% | 4,014 | -3% | |||
| 71 | $NFG | NATIONAL FUEL GAS CO | Energy | $1.5M | 0.5% | 19K | +5% | |||
| 72 | $NDAQ | NASDAQ, INC. | Financials | $1.4M | 0.5% | 18K | +0.1% | |||
| 73 | $CVX | CHEVRON CORP | Energy | $1.4M | 0.4% | 8,632 | -2% | |||
| 74 | $BLK | BlackRock, Inc. | Financials | $1.4M | 0.4% | 1,481 | — | |||
| 75 | $RKLB | Rocket Lab Corp | Industrials | $1.4M | 0.4% | 14K | New | |||
| 76 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.4M | 0.4% | 23K | +4% | |||
| 77 | $META | Meta Platforms, Inc. | Technology | $1.3M | 0.4% | 2,393 | — | |||
| 78 | $SNOW | Snowflake Inc. | Technology | $1.3M | 0.4% | 5,167 | +1% | |||
| 79 | $VST | Vistra Corp. | Utilities | $1.3M | 0.4% | 8,263 | +0.9% | |||
| 80 | $NSIT | INSIGHT ENTERPRISES INC | Consumer Discretionary | $1.3M | 0.4% | 10K | — | |||
| 81 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $1.2M | 0.4% | 9,862 | +11% | |||
| 82 | $BWXT | BWX Technologies, Inc. | Industrials | $1.2M | 0.4% | 6,031 | New | |||
| 83 | $CCJ | CAMECO CORP | Materials | $1.2M | 0.4% | 12K | — | |||
| 84 | — | GLOBAL X FDS - GB MSCI AR ETF | — | $1.1M | 0.3% | 13K | -2% | |||
| 85 | $NEE | NEXTERA ENERGY INC | Utilities | $1.1M | 0.3% | 13K | +0.2% | |||
| 86 | $RIO | RIO TINTO PLC | Materials | $1.1M | 0.3% | 12K | — | |||
| 87 | — | ISHARES INC - MSCI MEXICO ETF | — | $1.1M | 0.3% | 14K | -16% | |||
| 88 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.1M | 0.3% | 635 | +2% | |||
| 89 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.1M | 0.3% | 1,063 | -5% | |||
| 90 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.1M | 0.3% | 2,115 | — | |||
| 91 | $CTRE | CareTrust REIT, Inc. | Real Estate | $1.1M | 0.3% | 26K | +0.1% | |||
| 92 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $995K | 0.3% | 1,448 | +1.0% | |||
| 93 | $DHR | DANAHER CORP /DE/ | Healthcare | $974K | 0.3% | 5,111 | -2% | |||
| 94 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $958K | 0.3% | 35K | — | |||
| 95 | $GOOGL | Alphabet Inc. | Technology | $948K | 0.3% | 2,652 | -5% | |||
| 96 | $NU | Nu Holdings Ltd. | Financials | $941K | 0.3% | 70K | +1% | |||
| 97 | — | ISHARES TR - RUS MD CP GR ETF | — | $925K | 0.3% | 6,317 | — | |||
| 98 | — | ISHARES TR - CORE S&P MCP ETF | — | $909K | 0.3% | 12K | +4% | |||
| 99 | $TMUS | T-Mobile US, Inc. | Communication Services | $870K | 0.3% | 5,189 | -21% | |||
| 100 | $UNP | UNION PACIFIC CORP | Industrials | $862K | 0.3% | 3,170 | +7% | |||
| 101 | $SYK | STRYKER CORP | Healthcare | $847K | 0.3% | 2,691 | — | |||
| 102 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $846K | 0.3% | 27K | -18% | |||
| 103 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $822K | 0.3% | 5,423 | -3% | |||
| 104 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $819K | 0.3% | 23K | — | |||
| 105 | $IONQ | IonQ, Inc. | Technology | $799K | 0.3% | 15K | +11% | |||
| 106 | $J | JACOBS SOLUTIONS INC. | Industrials | $789K | 0.2% | 6,260 | -21% | |||
| 107 | $PFE | PFIZER INC | Healthcare | $770K | 0.2% | 32K | +5% | |||
| 108 | $TEM | Tempus AI, Inc. | Technology | $768K | 0.2% | 13K | +0.4% | |||
| 109 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $737K | 0.2% | 12K | -20% | |||
| 110 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $666K | 0.2% | 12K | -19% | |||
| 111 | $AVAV | AeroVironment Inc | Industrials | $643K | 0.2% | 3,898 | -14% | |||
| 112 | — | ISHARES TR - S&P 500 GRWT ETF | — | $596K | 0.2% | 4,330 | -0.6% | |||
| 113 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $592K | 0.2% | 4,036 | -9% | |||
| 114 | $HRB | H&R BLOCK INC | Consumer Discretionary | $581K | 0.2% | 15K | — | |||
| 115 | $SPY | SPDR S&P 500 ETF TRUST | — | $575K | 0.2% | 770 | +6% | |||
| 116 | $NOW | ServiceNow, Inc. | Technology | $549K | 0.2% | 5,530 | +0.1% | |||
| 117 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $531K | 0.2% | 9,178 | -22% | |||
| 118 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $518K | 0.2% | 6,270 | -2% | |||
| 119 | $ALAB | Astera Labs, Inc. | Technology | $498K | 0.1% | 1,030 | — | |||
| 120 | $COP | CONOCOPHILLIPS | Energy | $492K | 0.1% | 4,728 | -6% | |||
| 121 | $NTRS | NORTHERN TRUST CORP | Financials | $469K | 0.1% | 2,700 | — | |||
| 122 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $455K | 0.1% | 2,702 | -27% | |||
| 123 | — | AB ACTIVE ETFS INC - INTL LOW VOLATLT | — | $444K | 0.1% | 9,757 | — | |||
| 124 | $CME | CME GROUP INC. | Financials | $441K | 0.1% | 1,995 | — | |||
| 125 | — | ISHARES TR - ISHS 1-5YR INVS | — | $436K | 0.1% | 8,317 | -0.8% | |||
| 126 | $MCD | MCDONALDS CORP | Consumer Discretionary | $427K | 0.1% | 1,581 | — | |||
| 127 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $414K | 0.1% | 9,696 | -32% | |||
| 128 | — | ISHARES TR - RUS 1000 GRW ETF | — | $373K | 0.1% | 3,000 | +300% | |||
| 129 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $367K | 0.1% | 4,237 | — | |||
| 130 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $332K | 0.1% | 6,585 | — | |||
| 131 | $WK | WORKIVA INC | Technology | $323K | 0.1% | 6,664 | — | |||
| 132 | $IAU | ISHARES GOLD TRUST | Financials | $314K | 0.1% | 4,159 | +93% | |||
| 133 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $313K | 0.1% | 3,888 | +300% | |||
| 134 | $SGOL | abrdn Gold ETF Trust | Financials | $311K | 0.1% | 8,142 | — | |||
| 135 | $CARR | CARRIER GLOBAL Corp | Industrials | $311K | 0.1% | 4,243 | — | |||
| 136 | $NVTS | Navitas Semiconductor Corp | Technology | $303K | 0.1% | 17K | — | |||
| 137 | — | CAMBRIA ETF TR - GLOBAL VALUE ETF | — | $298K | 0.1% | 8,276 | -2% | |||
| 138 | $MA | Mastercard Inc | Financials | $290K | 0.1% | 565 | -4% | |||
| 139 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $285K | 0.1% | 1,440 | +1% | |||
| 140 | $WDAY | Workday, Inc. | Technology | $282K | 0.1% | 2,306 | -1.0% | |||
| 141 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $280K | 0.1% | 380 | +22% | |||
| 142 | — | ISHARES TR - CORE S&P SCP ETF | — | $277K | 0.1% | 1,871 | — | |||
| 143 | $LMT | LOCKHEED MARTIN CORP | Industrials | $274K | 0.1% | 537 | — | |||
| 144 | — | ISHARES TR - S&P MC 400GR ETF | — | $266K | 0.1% | 2,266 | +5% | |||
| 145 | $ABT | ABBOTT LABORATORIES | Healthcare | $253K | 0.1% | 2,793 | — | |||
| 146 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $248K | 0.1% | 8,429 | — | |||
| 147 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $239K | 0.1% | 1,720 | — | |||
| 148 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $239K | 0.1% | 313 | — | |||
| 149 | $QRVO | Qorvo, Inc. | Technology | $238K | 0.1% | 2,547 | — | |||
| 150 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $225K | 0.1% | 2,113 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 67 added to, 55 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$TERTERADYNE, INC$3.0M
first bought this quarter
$STXSeagate Technology Holdings plc$2.8M
first bought this quarter
$POWLPOWELL INDUSTRIES INC$1.6M
first bought this quarter
$BWXTBWX Technologies, Inc.$1.2M
first bought this quarter
$HYLNHyliion Holdings Corp.$140K
first bought this quarter
- ROUNDHILL ETF TRUST - MEMORY ETF$52K
first bought this quarter
+8 more in the Excel export
Added to (67)
- ISHARES TR - RUS 1000 GRW ETF+300%
now $373K
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $313K
$PWRQUANTA SERVICES, INC.+6%
now $2.8M · held 5+ qtrs
$IAUISHARES GOLD TRUST+93%
now $314K · held 5+ qtrs, 2 adds in a row
now $5.3M · held 5+ qtrs, 4 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+500%
now $162K
+61 more in the Excel export
Trimmed (55)
now $12.3M · held 5+ qtrs
now $11.8M · held 5+ qtrs
now $7.7M · held 5+ qtrs
now $6.0M · held 5+ qtrs, 2 trims in a row
now $13.3M · held 5+ qtrs
$TMUST-Mobile US, Inc.-21%
now $870K · held 5+ qtrs
+49 more in the Excel export
Holdings by quarter
Every 13F Legacy Bridge, LLC has filed, 30 earlier quarters. Pick one to see what it held then.
Is it too late to follow Legacy Bridge?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Legacy Bridge's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-16.9%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 9% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Legacy Bridge, LLC disclosed 322 positions worth $323.8M in its Form 13F-HR for Q2 2026, led by $GEV (GE Vernova Inc.) at 4.1% of the equity portfolio, followed by $STRL and $NVDA. During the quarter the fund opened 14 new positions and exited 12 — including a new stake in $TER and a full exit from $CELH. The portfolio is most concentrated in Technology (37.8% of disclosed assets). All figures are sourced directly from Legacy Bridge, LLC’s Form 13F-HR filing with the SEC under CIK 1689144.
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AI-Powered Hedge Fund Analysis: Legacy Bridge, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Legacy Bridge, LLC (SEC CIK: 1689144), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Legacy Bridge, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.