Legacy Bridge, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1689144
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$323.8M
Holdings
322
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (40.2% of disclosed assets). All figures are sourced directly from Legacy Bridge, LLC’s Form 13F-HR filing with the SEC under CIK 1689144.
AI Fund Analysis
Stable
$GEV4.1% weight
Held 8 quarters
$STRL3.8% weight
Held 10 quarters
$NVDA3.6% weight
Held 10 quarters
$CAT2.5% weight
Held 10 quarters
$AVGO2.4% weight
Held 10 quarters
$LLY6 quarters accumulating
VANGUARD STAR FDS - VG TL
6 quarters accumulating
$OKLO6 quarters accumulating
$HD6 quarters accumulating
VANGUARD INTL EQUITY INDEX
6 quarters accumulating
Sector Allocation
TechnologyIndustrialsOtherFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 81.1#21
Quality
$13.3M11,289 sh - 70.6#213
Quality
$12.3M14,700 sh - 85.9#5
Quality
$11.8M58,994 sh - 66.5
Quality
$8.2M7,679 sh - 84.5
Quality
$7.7M20,418 sh - 86.2
Quality
$7.4M6,433 sh - 84.6
Quality
$7.1M60,435 sh - 81.9
Quality
$6.7M39,572 sh - 81.0
Quality
$6.7M20,066 sh - 69.8
Quality
$6.4M17,676 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| GE Vernova Inc.$GEV | 81.1#21 | $13.3M | 11,289 |
| STERLING INFRASTRUCTURE, INC.$STRL | 70.6#213 | $12.3M | 14,700 |
| NVIDIA CORP$NVDA | 85.9#5 | $11.8M | 58,994 |
| CATERPILLAR INC$CAT | 66.5 | $8.2M | 7,679 |
| Broadcom Inc.$AVGO | 84.5 | $7.7M | 20,418 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $7.4M | 6,433 |
 Palantir Technologies Inc.$PLTR | 84.6 | $7.1M | 60,435 |
 Arista Networks, Inc.$ANET | 81.9 | $6.7M | 39,572 |
 Vertiv Holdings Co$VRT | 81.0 | $6.7M | 20,066 |
 CELESTICA INC$CLS | 69.8 | $6.4M | 17,676 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Bridge, LLC's 322 positions.
Showing top 10 of 322 holdings.
Sector Allocation
Technology
$130.2M
Industrials
$53.1M
Other
$50.8M
Financials
$30.1M
Consumer Discretionary
$23.1M
Healthcare
$9.8M
Energy
$8.0M
Materials
$6.4M
Top Holdings — Legacy Bridge, LLC (Q2 2026)
Top 150 of 322 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GEV | GE Vernova Inc. | $13.3M | 4.1% | -3% | 81.1 |
| 2 | $STRL | STERLING INFRASTRUCTURE, INC. | $12.3M | 3.8% | -24% | 70.6 |
| 3 | $NVDA | NVIDIA CORP | $11.8M | 3.6% | -10% | 85.9 |
| 4 | $CAT | CATERPILLAR INC | $8.2M | 2.5% | +0% | 66.5 |
| 5 | $AVGO | Broadcom Inc. | $7.7M | 2.4% | -9% | 84.5 |
| 6 | $MU | MICRON TECHNOLOGY INC | $7.4M | 2.3% | -2% | 86.2 |
| 7 | $PLTR | Palantir Technologies Inc. | $7.1M | 2.2% | -0% | 84.6 |
| 8 | $ANET | Arista Networks, Inc. | $6.7M | 2.1% | +0% | 81.9 |
| 9 | $VRT | Vertiv Holdings Co | $6.7M | 2.1% | +1% | 81 |
| 10 | $CLS | CELESTICA INC | $6.4M | 2.0% | -1% | 69.8 |
| 11 |  $WTBA | WEST BANCORPORATION INC | $6.0M | 1.9% | -8% | 58.1 |
| 12 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.6M | 1.7% | +0% | — |
| 13 |  $NBIS | Nebius Group N.V. | $5.3M | 1.6% | +3% | — |
| 14 |  $AMD | ADVANCED MICRO DEVICES INC | $5.3M | 1.6% | +2% | 79.8 |
| 15 | $LLY | ELI LILLY & Co | $4.8M | 1.5% | +0% | 87.5 |
| 16 |  $AMZN | AMAZON COM INC | $4.5M | 1.4% | +0% | 68.7 |
| 17 |  $WMT | Walmart Inc. | $4.4M | 1.4% | +0% | 60.2 |
| 18 |  $ETN | Eaton Corp plc | $4.3M | 1.3% | +2% | — |
| 19 |  $ASML | ASML HOLDING NV | $4.2M | 1.3% | +1% | — |
| 20 |  $CRDO | Credo Technology Group Holding Ltd | $4.1M | 1.3% | +1% | 55.1 |
| 21 |  $PANW | Palo Alto Networks Inc | $3.8M | 1.2% | +0% | 65.5 |
| 22 |  $WDC | WESTERN DIGITAL CORP | $3.8M | 1.2% | +2% | 80.7 |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.8M | 1.2% | -5% | 73.8 |
| 24 |  $GOOGL | Alphabet Inc. | $3.8M | 1.2% | +0% | 78.2 |
| 25 |  $JCI | Johnson Controls International plc | $3.4M | 1.1% | +1% | — |
| 26 |  $MSFT | MICROSOFT CORP | $3.4M | 1.1% | -0% | 79.8 |
| 27 | — | ISHARES TR - CORE S&P500 ETF | $3.3M | 1.0% | +0% | — |
| 28 |  $JPM | JPMORGAN CHASE & CO | $3.2M | 1.0% | +0% | 70.7 |
| 29 |  $PH | Parker-Hannifin Corp | $3.1M | 1.0% | +0% | 65.8 |
| 30 |  $HPE | Hewlett Packard Enterprise Co | $3.1M | 1.0% | +2% | 70.5 |
| 31 | — | ISHARES TR - RUS 2000 GRW ETF | $3.1M | 0.9% | +3% | — |
| 32 |  $TER | TERADYNE, INC | $3.0M | 0.9% | NEW | 77.3 |
| 33 | — | ISHARES INC - CORE MSCI EMKT | $2.9M | 0.9% | +1% | — |
| 34 |  $STX | Seagate Technology Holdings plc | $2.8M | 0.9% | NEW | — |
| 35 |  $PWR | QUANTA SERVICES, INC. | $2.8M | 0.9% | +6% | 72.1 |
| 36 |  $BNY | Bank of New York Mellon Corp | $2.7M | 0.8% | +0% | 74.1 |
| 37 | — | ISHARES TR - RUSSELL 2000 ETF | $2.7M | 0.8% | +0% | — |
| 38 |  $AAPL | Apple Inc. | $2.7M | 0.8% | +0% | 76.4 |
| 39 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.6M | 0.8% | +1% | — |
| 40 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.6M | 0.8% | +1% | 66.2 |
| 41 |  $DE | DEERE & CO | $2.6M | 0.8% | -0% | 55.4 |
| 42 |  $VLO | VALERO ENERGY CORP/TX | $2.4M | 0.8% | +0% | 57.8 |
| 43 |  $WSM | WILLIAMS SONOMA INC | $2.4M | 0.7% | +0% | 66.1 |
| 44 | — | PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD | $2.3M | 0.7% | -1% | — |
| 45 | — | VANGUARD STAR FDS - VG TL INTL STK F | $2.2M | 0.7% | +1% | — |
| 46 | $OKLO | Oklo Inc. | $2.1M | 0.7% | +0% | — |
| 47 | — | ISHARES TR - CORE MSCI TOTAL | $2.1M | 0.7% | +0% | — |
| 48 | — | ISHARES TR - RUS MID CAP ETF | $2.1M | 0.6% | +0% | — |
| 49 | — | ISHARES TR - RUS 2000 VAL ETF | $2.1M | 0.6% | -1% | — |
| 50 | $HD | HOME DEPOT, INC. | $2.0M | 0.6% | +0% | 60.3 |
| 51 |  $ESE | ESCO TECHNOLOGIES INC | $2.0M | 0.6% | +0% | 70 |
| 52 |  $FCX | FREEPORT-MCMORAN INC | $2.0M | 0.6% | -1% | 62 |
| 53 |  $XOM.R34088 | EXXON MOBIL CORP | $1.9M | 0.6% | +3% | 57.9 |
| 54 |  $AXON | AXON ENTERPRISE, INC. | $1.9M | 0.6% | -6% | 56.6 |
| 55 |  $LEU | CENTRUS ENERGY CORP | $1.9M | 0.6% | +1% | 41.3 |
| 56 |  $NXPI | NXP Semiconductors N.V. | $1.9M | 0.6% | +0% | — |
| 57 |  $MS | MORGAN STANLEY | $1.8M | 0.6% | +0% | 75.8 |
| 58 |  $C | CITIGROUP INC | $1.8M | 0.6% | -2% | 65 |
| 59 | — | ISHARES TR - RUS MDCP VAL ETF | $1.8M | 0.6% | +0% | — |
| 60 |  $EQIX | EQUINIX INC | $1.8M | 0.6% | +0% | 59 |
| 61 |  $QCOM | QUALCOMM INC/DE | $1.8M | 0.6% | +0% | 70.5 |
| 62 |  $LOW | LOWES COMPANIES INC | $1.8M | 0.6% | +0% | 60.8 |
| 63 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.8M | 0.5% | -0% | — |
| 64 | — | SPDR SERIES TRUST - ST STR SP BIOT | $1.7M | 0.5% | -2% | — |
| 65 |  $FITB | FIFTH THIRD BANCORP | $1.7M | 0.5% | +0% | 63.2 |
| 66 |  $DLR | DIGITAL REALTY TRUST, INC. | $1.7M | 0.5% | +0% | 72.8 |
| 67 | — | ISHARES TR - MSCI EAFE ETF | $1.6M | 0.5% | +0% | — |
| 68 |  $POWL | POWELL INDUSTRIES INC | $1.6M | 0.5% | NEW | 69.8 |
| 69 |  $NXT | Nextpower Inc. | $1.6M | 0.5% | +0% | 69.1 |
| 70 |  $ISRG | INTUITIVE SURGICAL INC | $1.6M | 0.5% | -3% | 79.9 |
| 71 |  $NFG | NATIONAL FUEL GAS CO | $1.5M | 0.5% | +5% | 67.8 |
| 72 |  $NDAQ | NASDAQ, INC. | $1.4M | 0.5% | +0% | 76.7 |
| 73 |  $CVX | CHEVRON CORP | $1.4M | 0.4% | -2% | 62.8 |
| 74 |  $BLK | BlackRock, Inc. | $1.4M | 0.4% | +0% | 70 |
| 75 |  $RKLB | Rocket Lab Corp | $1.4M | 0.4% | NEW | 39.9 |
| 76 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.4M | 0.4% | +4% | — |
| 77 |  $META | Meta Platforms, Inc. | $1.3M | 0.4% | +0% | 79.6 |
| 78 |  $SNOW | Snowflake Inc. | $1.3M | 0.4% | +1% | 54.9 |
| 79 |  $VST | Vistra Corp. | $1.3M | 0.4% | +1% | 71.9 |
| 80 |  $NSIT | INSIGHT ENTERPRISES INC | $1.3M | 0.4% | +0% | 49.4 |
| 81 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $1.2M | 0.4% | +11% | — |
| 82 |  $BWXT | BWX Technologies, Inc. | $1.2M | 0.4% | NEW | 63.8 |
| 83 |  $CCJ | CAMECO CORP | $1.2M | 0.4% | +0% | — |
| 84 | — | GLOBAL X FDS - GB MSCI AR ETF | $1.1M | 0.3% | -2% | — |
| 85 |  $NEE | NEXTERA ENERGY INC | $1.1M | 0.3% | +0% | 64.6 |
| 86 |  $RIO | RIO TINTO PLC | $1.1M | 0.3% | +0% | — |
| 87 | — | ISHARES INC - MSCI MEXICO ETF | $1.1M | 0.3% | -16% | — |
| 88 |  $MELI | MERCADOLIBRE INC | $1.1M | 0.3% | +2% | 80.2 |
| 89 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.3% | -5% | 73.5 |
| 90 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.1M | 0.3% | +0% | 65.1 |
| 91 |  $CTRE | CareTrust REIT, Inc. | $1.1M | 0.3% | +0% | 74.1 |
| 92 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $994,501 | 0.3% | +1% | — |
| 93 |  $DHR | DANAHER CORP /DE/ | $973,544 | 0.3% | -2% | 64.8 |
| 94 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $958,088 | 0.3% | +0% | — |
| 95 |  $GOOG | Alphabet Inc. | $947,746 | 0.3% | -5% | 78.2 |
| 96 |  $NU | Nu Holdings Ltd. | $940,611 | 0.3% | +1% | — |
| 97 | — | ISHARES TR - RUS MD CP GR ETF | $924,872 | 0.3% | +0% | — |
| 98 | — | ISHARES TR - CORE S&P MCP ETF | $909,127 | 0.3% | +4% | — |
| 99 |  $TMUS | T-Mobile US, Inc. | $870,351 | 0.3% | -21% | 69.1 |
| 100 |  $UNP | UNION PACIFIC CORP | $862,240 | 0.3% | +7% | 69.7 |
| 101 |  $SYK | STRYKER CORP | $847,235 | 0.3% | +0% | 72.1 |
| 102 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $846,358 | 0.3% | -18% | 55.2 |
| 103 |  $TJX | TJX COMPANIES INC /DE/ | $821,585 | 0.3% | -3% | 68.7 |
| 104 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $818,706 | 0.3% | +0% | — |
| 105 |  $IONQ | IonQ, Inc. | $798,687 | 0.3% | +11% | 30.2 |
| 106 |  $J | JACOBS SOLUTIONS INC. | $788,760 | 0.2% | -21% | 64.3 |
| 107 |  $PFE | PFIZER INC | $770,055 | 0.2% | +5% | 62 |
| 108 |  $TEM | Tempus AI, Inc. | $768,326 | 0.2% | +0% | 41.2 |
| 109 |  $GEHC | GE HealthCare Technologies Inc. | $736,756 | 0.2% | -20% | 55.7 |
| 110 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $666,428 | 0.2% | -19% | — |
| 111 |  $AVAV | AeroVironment Inc | $643,443 | 0.2% | -14% | 42 |
| 112 | — | ISHARES TR - S&P 500 GRWT ETF | $595,505 | 0.2% | -1% | — |
| 113 |  $PG | PROCTER & GAMBLE Co | $591,840 | 0.2% | -9% | 64.6 |
| 114 |  $HRB | H&R BLOCK INC | $581,292 | 0.2% | +0% | 72 |
| 115 |  $SPY | SPDR S&P 500 ETF TRUST | $575,259 | 0.2% | +6% | — |
| 116 |  $NOW | ServiceNow, Inc. | $549,019 | 0.2% | +0% | 72.9 |
| 117 |  $MDLZ | Mondelez International, Inc. | $530,856 | 0.2% | -22% | 56.4 |
| 118 |  $WFC | WELLS FARGO & COMPANY/MN | $518,153 | 0.2% | -2% | 61.8 |
| 119 |  $ALAB | Astera Labs, Inc. | $497,511 | 0.1% | +0% | 75.1 |
| 120 |  $COP | CONOCOPHILLIPS | $491,523 | 0.1% | -6% | 70.2 |
| 121 |  $NTRS | NORTHERN TRUST CORP | $469,368 | 0.1% | +0% | 65.2 |
| 122 |  $TM | TOYOTA MOTOR CORP/ | $455,071 | 0.1% | -27% | — |
| 123 | — | AB ACTIVE ETFS INC - INTL LOW VOLATLT | $443,554 | 0.1% | +0% | — |
| 124 |  $CME | CME GROUP INC. | $440,556 | 0.1% | +0% | 69.5 |
| 125 | — | ISHARES TR - ISHS 1-5YR INVS | $435,896 | 0.1% | -1% | — |
| 126 |  $MCD | MCDONALDS CORP | $427,361 | 0.1% | +0% | 69 |
| 127 |  $BSX | BOSTON SCIENTIFIC CORP | $413,826 | 0.1% | -32% | 77.5 |
| 128 | — | ISHARES TR - RUS 1000 GRW ETF | $372,510 | 0.1% | +300% | — |
| 129 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $367,137 | 0.1% | +0% | 69.7 |
| 130 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $331,819 | 0.1% | +0% | — |
| 131 |  $WK | WORKIVA INC | $323,271 | 0.1% | +0% | 65.4 |
| 132 |  $IAU | ISHARES GOLD TRUST | $314,047 | 0.1% | +93% | — |
| 133 | — | VANGUARD INDEX FDS - MID CAP ETF | $313,257 | 0.1% | +300% | — |
| 134 |  $SGOL | abrdn Gold ETF Trust | $311,269 | 0.1% | +0% | — |
| 135 |  $CARR | CARRIER GLOBAL Corp | $311,225 | 0.1% | +0% | 56.6 |
| 136 |  $NVTS | Navitas Semiconductor Corp | $302,848 | 0.1% | +0% | 9.8 |
| 137 | — | CAMBRIA ETF TR - GLOBAL VALUE ETF | $298,102 | 0.1% | -2% | — |
| 138 |  $MA | Mastercard Inc | $290,184 | 0.1% | -4% | 85.1 |
| 139 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $284,544 | 0.1% | +1% | — |
| 140 |  $WDAY | Workday, Inc. | $282,301 | 0.1% | -1% | 75.5 |
| 141 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $279,853 | 0.1% | +22% | — |
| 142 | — | ISHARES TR - CORE S&P SCP ETF | $277,489 | 0.1% | +0% | — |
| 143 |  $LMT | LOCKHEED MARTIN CORP | $273,581 | 0.1% | +0% | 65.6 |
| 144 | — | ISHARES TR - S&P MC 400GR ETF | $266,255 | 0.1% | +5% | — |
| 145 |  $ABT | ABBOTT LABORATORIES | $253,437 | 0.1% | +0% | 65.5 |
| 146 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $248,081 | 0.1% | +0% | — |
| 147 |  $STZ | CONSTELLATION BRANDS, INC. | $239,235 | 0.1% | +0% | 59.8 |
| 148 |  $CRWD | CrowdStrike Holdings, Inc. | $238,863 | 0.1% | +0% | 67.7 |
| 149 |  $QRVO | Qorvo, Inc. | $237,559 | 0.1% | +0% | 59.1 |
| 150 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $224,634 | 0.1% | +0% | — |
New Positions (14)
$TER TERADYNE, INC$3.0M$STX Seagate Technology Holdings plc$2.8M$POWL POWELL INDUSTRIES INC$1.6M$BWXT BWX Technologies, Inc.$1.2M
$HYLN Hyliion Holdings Corp.$140,149 ROUNDHILL ETF TRUST - MEMORY ETF$52,065
$SWBI SMITH & WESSON BRANDS, INC.$24,516
$WTW WILLIS TOWERS WATSON PLC$15,683
$RGR STURM RUGER & CO INC$13,248
$SOFI SoFi Technologies, Inc.$10,758
$FDXF FedEx Freight Holding Company, Inc.$7,550
$WBD Warner Bros. Discovery, Inc.$6,426
$LASR NLIGHT, INC.$5,570
$AOUT American Outdoor Brands, Inc.$4,779Exited Positions (12)
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