Legacy Bridge, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1689144
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

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.

Sector Allocation

TechnologyIndustrialsOtherFinancialsConsumer DiscretionaryHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

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

Full Holdings — Legacy Bridge, LLC (Q2 2026)

All 322 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
GEV$GEVGE Vernova Inc.$13.3M
STRL$STRLSTERLING INFRASTRUCTURE, INC.$12.3M
NVDA$NVDANVIDIA CORP$11.8M
CAT$CATCATERPILLAR INC$8.2M
AVGO$AVGOBroadcom Inc.$7.7M
MU$MUMICRON TECHNOLOGY INC$7.4M
PLTR$PLTRPalantir Technologies Inc.$7.1M
ANET$ANETArista Networks, Inc.$6.7M
VRT$VRTVertiv Holdings Co$6.7M
CLS$CLSCELESTICA INC$6.4M
WTBA$WTBAWEST BANCORPORATION INC$6.0M
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$5.6M
NBIS$NBISNebius Group N.V.$5.3M
AMD$AMDADVANCED MICRO DEVICES INC$5.3M
LLY$LLYELI LILLY & Co$4.8M
AMZN$AMZNAMAZON COM INC$4.5M
WMT$WMTWalmart Inc.$4.4M
ETN$ETNEaton Corp plc$4.3M
ASML$ASMLASML HOLDING NV$4.2M
CRDO$CRDOCredo Technology Group Holding Ltd$4.1M
PANW$PANWPalo Alto Networks Inc$3.8M
WDC$WDCWESTERN DIGITAL CORP$3.8M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$3.8M
GOOGL$GOOGLAlphabet Inc.$3.8M
JCI$JCIJohnson Controls International plc$3.4M
MSFT$MSFTMICROSOFT CORP$3.4M
ISHARES TR - CORE S&P500 ETF$3.3M
JPM$JPMJPMORGAN CHASE & CO$3.2M
PH$PHParker-Hannifin Corp$3.1M
HPE$HPEHewlett Packard Enterprise Co$3.1M
ISHARES TR - RUS 2000 GRW ETF$3.1M
TER$TERTERADYNE, INC$3.0M
ISHARES INC - CORE MSCI EMKT$2.9M
STX$STXSeagate Technology Holdings plc$2.8M
PWR$PWRQUANTA SERVICES, INC.$2.8M
BNY$BNYBank of New York Mellon Corp$2.7M
ISHARES TR - RUSSELL 2000 ETF$2.7M
AAPL$AAPLApple Inc.$2.7M
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$2.6M
COST$COSTCOSTCO WHOLESALE CORP /NEW$2.6M
DE$DEDEERE & CO$2.6M
VLO$VLOVALERO ENERGY CORP/TX$2.4M
WSM$WSMWILLIAMS SONOMA INC$2.4M
PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD$2.3M
VANGUARD STAR FDS - VG TL INTL STK F$2.2M
OKLO$OKLOOklo Inc.$2.1M
ISHARES TR - CORE MSCI TOTAL$2.1M
ISHARES TR - RUS MID CAP ETF$2.1M
ISHARES TR - RUS 2000 VAL ETF$2.1M
HD$HDHOME DEPOT, INC.$2.0M
ESE$ESEESCO TECHNOLOGIES INC$2.0M
FCX$FCXFREEPORT-MCMORAN INC$2.0M
XOM.R34088$XOM.R34088EXXON MOBIL CORP$1.9M
AXON$AXONAXON ENTERPRISE, INC.$1.9M
LEU$LEUCENTRUS ENERGY CORP$1.9M
NXPI$NXPINXP Semiconductors N.V.$1.9M
MS$MSMORGAN STANLEY$1.8M
C$CCITIGROUP INC$1.8M
ISHARES TR - RUS MDCP VAL ETF$1.8M
EQIX$EQIXEQUINIX INC$1.8M
QCOM$QCOMQUALCOMM INC/DE$1.8M
LOW$LOWLOWES COMPANIES INC$1.8M
SCHWAB STRATEGIC TR - US MID-CAP ETF$1.8M
SPDR SERIES TRUST - ST STR SP BIOT$1.7M
FITB$FITBFIFTH THIRD BANCORP$1.7M
DLR$DLRDIGITAL REALTY TRUST, INC.$1.7M
ISHARES TR - MSCI EAFE ETF$1.6M
POWL$POWLPOWELL INDUSTRIES INC$1.6M
NXT$NXTNextpower Inc.$1.6M
ISRG$ISRGINTUITIVE SURGICAL INC$1.6M
NFG$NFGNATIONAL FUEL GAS CO$1.5M
NDAQ$NDAQNASDAQ, INC.$1.4M
CVX$CVXCHEVRON CORP$1.4M
BLK$BLKBlackRock, Inc.$1.4M
RKLB$RKLBRocket Lab Corp$1.4M
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$1.4M
META$METAMeta Platforms, Inc.$1.3M
SNOW$SNOWSnowflake Inc.$1.3M
VST$VSTVistra Corp.$1.3M
NSIT$NSITINSIGHT ENTERPRISES INC$1.3M
VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX$1.2M
BWXT$BWXTBWX Technologies, Inc.$1.2M
CCJ$CCJCAMECO CORP$1.2M
GLOBAL X FDS - GB MSCI AR ETF$1.1M
NEE$NEENEXTERA ENERGY INC$1.1M
RIO$RIORIO TINTO PLC$1.1M
ISHARES INC - MSCI MEXICO ETF$1.1M
MELI$MELIMERCADOLIBRE INC$1.1M
GS$GSGOLDMAN SACHS GROUP INC$1.1M
TMO$TMOTHERMO FISHER SCIENTIFIC INC.$1.1M
CTRE$CTRECareTrust REIT, Inc.$1.1M
VANGUARD INDEX FDS - S&P 500 ETF SHS$994,501
DHR$DHRDANAHER CORP /DE/$973,544
SCHWAB STRATEGIC TR - INTL EQTY ETF$958,088
GOOG$GOOGAlphabet Inc.$947,746
NU$NUNu Holdings Ltd.$940,611
ISHARES TR - RUS MD CP GR ETF$924,872
ISHARES TR - CORE S&P MCP ETF$909,127
TMUS$TMUST-Mobile US, Inc.$870,351
UNP$UNPUNION PACIFIC CORP$862,240
SYK$SYKSTRYKER CORP$847,235
TSCO$TSCOTRACTOR SUPPLY CO /DE/$846,358
TJX$TJXTJX COMPANIES INC /DE/$821,585
SCHWAB STRATEGIC TR - US SML CAP ETF$818,706
IONQ$IONQIonQ, Inc.$798,687
J$JJACOBS SOLUTIONS INC.$788,760
PFE$PFEPFIZER INC$770,055
TEM$TEMTempus AI, Inc.$768,326
GEHC$GEHCGE HealthCare Technologies Inc.$736,756
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$666,428
AVAV$AVAVAeroVironment Inc$643,443
ISHARES TR - S&P 500 GRWT ETF$595,505
PG$PGPROCTER & GAMBLE Co$591,840
HRB$HRBH&R BLOCK INC$581,292
SPY$SPYSPDR S&P 500 ETF TRUST$575,259
NOW$NOWServiceNow, Inc.$549,019
MDLZ$MDLZMondelez International, Inc.$530,856
WFC$WFCWELLS FARGO & COMPANY/MN$518,153
ALAB$ALABAstera Labs, Inc.$497,511
COP$COPCONOCOPHILLIPS$491,523
NTRS$NTRSNORTHERN TRUST CORP$469,368
TM$TMTOYOTA MOTOR CORP/$455,071
AB ACTIVE ETFS INC - INTL LOW VOLATLT$443,554
CME$CMECME GROUP INC.$440,556
ISHARES TR - ISHS 1-5YR INVS$435,896
MCD$MCDMCDONALDS CORP$427,361
BSX$BSXBOSTON SCIENTIFIC CORP$413,826
ISHARES TR - RUS 1000 GRW ETF$372,510
CP$CPCANADIAN PACIFIC KANSAS CITY LTD/CN$367,137
SPDR INDEX SHS FDS - ST STR PO EX ETF$331,819
WK$WKWORKIVA INC$323,271
IAU$IAUISHARES GOLD TRUST$314,047
VANGUARD INDEX FDS - MID CAP ETF$313,257
SGOL$SGOLabrdn Gold ETF Trust$311,269
CARR$CARRCARRIER GLOBAL Corp$311,225
NVTS$NVTSNavitas Semiconductor Corp$302,848
CAMBRIA ETF TR - GLOBAL VALUE ETF$298,102
MA$MAMastercard Inc$290,184
VANGUARD INDEX FDS - MCAP VL IDXVIP$284,544
WDAY$WDAYWorkday, Inc.$282,301
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$279,853
ISHARES TR - CORE S&P SCP ETF$277,489
LMT$LMTLOCKHEED MARTIN CORP$273,581
ISHARES TR - S&P MC 400GR ETF$266,255
ABT$ABTABBOTT LABORATORIES$253,437
SCHWAB STRATEGIC TR - US LRG CAP ETF$248,081
STZ$STZCONSTELLATION BRANDS, INC.$239,235
CRWD$CRWDCrowdStrike Holdings, Inc.$238,863
QRVO$QRVOQorvo, Inc.$237,559
VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL$224,634
VANGUARD INDEX FDS - TOTAL STK MKT$222,024
SCHWAB STRATEGIC TR - US LCAP VA ETF$220,731
VANGUARD INDEX FDS - SM CP VAL ETF$220,635
AXP$AXPAMERICAN EXPRESS CO$216,480
VANGUARD INDEX FDS - MCAP GR IDXVIP$200,933
SO$SOSOUTHERN CO$200,513
BIIB$BIIBBIOGEN INC.$190,133
NFLX$NFLXNETFLIX INC$189,924
ISHARES TR - MSCI UK ETF NEW$184,560
CVS$CVSCVS HEALTH Corp$183,624
VANGUARD INDEX FDS - SML CP GRW ETF$183,582
ISHARES TR - S&P MC 400VL ETF$175,061
IVZ$IVZInvesco Ltd.$172,920
IREN$IRENIREN Ltd$172,631
ISHARES TR - S&P 500 VAL ETF$165,300
VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD$164,408
VANGUARD INDEX FDS - GROWTH ETF$162,288
KNX$KNXKnight-Swift Transportation Holdings Inc.$160,802
ULTA$ULTAUlta Beauty, Inc.$153,334
PFH$PFHPRUDENTIAL FINANCIAL INC$151,102
VANGUARD INDEX FDS - VALUE ETF$146,232
HYLN$HYLNHyliion Holdings Corp.$140,149
CASY$CASYCASEYS GENERAL STORES INC$135,910
SCHWAB STRATEGIC TR - US LCAP GR ETF$135,360
UPS$UPSUNITED PARCEL SERVICE INC$132,118
VANGUARD MALVERN FDS - STRM INFPROIDX$129,996
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US$129,980
MPC$MPCMarathon Petroleum Corp$118,887
TSLA$TSLATesla, Inc.$113,562
SCHWAB STRATEGIC TR - SHT TM US TRES$111,044
ISHARES TR - 0-5 YR TIPS ETF$105,225
ECL$ECLECOLAB INC.$104,479
ORCL$ORCLORACLE CORP$103,318
DELL$DELLDell Technologies Inc.$100,531
MFC$MFCMANULIFE FINANCIAL CORP$99,655
WT$WTWisdomTree, Inc.$97,065
SNDK$SNDKSandisk Corp$90,950
CTVA$CTVACorteva, Inc.$88,586
WT$WTWisdomTree, Inc.$86,064
SELECT SECTOR SPDR TR - ST STR FINL ETF$79,611
ISHARES INC - MSCI JAPAN ETF$79,280
IVZ$IVZInvesco Ltd.$78,344
UDN$UDNINVESCO DB US DOLLAR INDEX BEARISH FUND$75,905
AMAT$AMATAPPLIED MATERIALS INC /DE$73,746
DEO$DEODIAGEO PLC$71,941
INTC$INTCINTEL CORP$69,815
SU$SUSUNCOR ENERGY INC$64,363
PFG$PFGPRINCIPAL FINANCIAL GROUP INC$61,435
FLEXSHARES TR - MORNSTAR UPSTR$58,249
ICE$ICEIntercontinental Exchange, Inc.$57,862
LRCX$LRCXLAM RESEARCH CORP$55,467
ISHARES TR - SELECT DIVID ETF$54,705
DAR$DARDARLING INGREDIENTS INC.$54,620
EMR$EMREMERSON ELECTRIC CO$54,397
MRVL$MRVLMarvell Technology, Inc.$53,621
MAS$MASMASCO CORP /DE/$52,891
COF$COFCAPITAL ONE FINANCIAL CORP$52,563
ROUNDHILL ETF TRUST - MEMORY ETF$52,065
IVZ$IVZInvesco Ltd.$49,047
ISHARES TR - IBDS DEC28 ETF$47,975
MP$MPMP Materials Corp. / DE$47,609
FXE$FXEInvesco CurrencyShares Euro Trust$47,448
SHEL$SHELShell plc$46,524
NVS$NVSNOVARTIS AG$45,763
ISHARES TR - LATN AMER 40 ETF$43,808
SELECT SECTOR SPDR TR - ST STR INDL ETF$42,603
PPG$PPGPPG INDUSTRIES INC$42,452
ISHARES TR - S&P SML 600 GWT$42,150
BAM$BAMBrookfield Asset Management Ltd.$40,769
GS$GSGOLDMAN SACHS GROUP INC$40,354
KLAC$KLACKLA CORP$39,223
INV$INVInnventure, Inc.$37,970
SCHWAB STRATEGIC TR - US AGGREGATE B$35,389
SPDR INDEX SHS FDS - ST PORT MARK ETF$34,745
ISHARES TR - IBONDS DEC2026$33,729
APP$APPAppLovin Corp$33,490
ISHARES TR - IBONDS 27 ETF$33,133
IVZ$IVZInvesco Ltd.$32,865
CAH$CAHCARDINAL HEALTH INC$32,071
FDX$FDXFEDEX CORP$31,313
COR$CORCencora, Inc.$31,128
ISHARES TR - EAFE VALUE ETF$30,620
HOOD$HOODRobinhood Markets, Inc.$30,586
ACGL$ACGLARCH CAPITAL GROUP LTD.$30,380
SBUX$SBUXSTARBUCKS CORP$30,147
VMRK$VMRKVIVMARK RESIDENTIAL$30,026
DDOG$DDOGDatadog, Inc.$29,161
TPL$TPLTexas Pacific Land Corp$28,885
ONON$ONONOn Holding AG$28,514
AVB$AVBAVALONBAY COMMUNITIES INC$28,304
SELECT SECTOR SPDR TR - ST STR MATER ETF$25,924
CCZ$CCZCOMCAST CORP$25,901
LITE$LITELumentum Holdings Inc.$25,742
CIFR$CIFRCipher Digital Inc.$24,990
SYY$SYYSYSCO CORP$24,657
SWBI$SWBISMITH & WESSON BRANDS, INC.$24,516
VANGUARD INDEX FDS - REAL ESTATE ETF$23,900
AAOI$AAOIAPPLIED OPTOELECTRONICS, INC.$22,224
VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF$21,601
ISHARES TR - GLB INFRASTR ETF$21,113
EQT$EQTEQT Corp$21,003
SELECT SECTOR SPDR TR - ST STR CARE ETF$20,944
T$TAT&T INC.$20,700
ISHARES TR - MSCI EMG MKT ETF$20,523
CDNS$CDNSCADENCE DESIGN SYSTEMS INC$20,268
DKNG$DKNGDraftKings Inc.$20,208
LEN$LENLENNAR CORP /NEW/$19,456
DOW$DOWDOW INC.$19,453
ISHARES TR - CRE U S REIT ETF$19,337
EVERPURE INC - CL A$18,516
XPO$XPOXPO, Inc.$18,477
MDB$MDBMongoDB, Inc.$18,475
D$DDOMINION ENERGY, INC$16,732
WSO$WSOWATSCO INC$16,670
ISHARES TR - CORE MSCI INTL$16,645
EOSE$EOSEEos Energy Enterprises, Inc.$16,464
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF$15,955
WTW$WTWWILLIS TOWERS WATSON PLC$15,683
ISHARES TR - CORE US AGGBD ET$15,639
IVZ$IVZInvesco Ltd.$15,066
ISHARES INC - MSCI EURZONE ETF$14,943
MKL$MKLMARKEL GROUP INC.$13,672
RGR$RGRSTURM RUGER & CO INC$13,248
EA$EAELECTRONIC ARTS INC.$12,303
MCO$MCOMOODYS CORP /DE/$11,323
SOFI$SOFISoFi Technologies, Inc.$10,758
VMC$VMCVulcan Materials CO$10,326
CRML$CRMLCritical Metals Corp.$10,250
BABA$BABAAlibaba Group Holding Ltd$9,598
SCHWAB STRATEGIC TR - US DIVIDEND EQ$9,513
ARM$ARMARM HOLDINGS PLC /UK$8,865
BAC$BACBANK OF AMERICA CORP /DE/$8,263
FDXF$FDXFFedEx Freight Holding Company, Inc.$7,550
VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF$7,172
UNH$UNHUNITEDHEALTH GROUP INC$6,651
ABBV$ABBVAbbVie Inc.$6,543
WBD$WBDWarner Bros. Discovery, Inc.$6,426
ISHARES TR - RUS 1000 VAL ETF$6,061
CL$CLCOLGATE PALMOLIVE CO$5,868
SLB$SLBSLB LIMITED/NV$5,812
LASR$LASRNLIGHT, INC.$5,570
IVZ$IVZInvesco Ltd.$5,320
POST$POSTPost Holdings, Inc.$5,120
COMP$COMPCompass, Inc.$4,932
NET$NETCloudflare, Inc.$4,906
AOUT$AOUTAmerican Outdoor Brands, Inc.$4,779
RKT$RKTRocket Companies, Inc.$4,332
SELECT SECTOR SPDR TR - ST STR SVC ETF$3,964
META$METAMeta Platforms, Inc.$3,896
VANGUARD BD INDEX FDS - INTERMED TERM$3,835
AMGN$AMGNAMGEN INC$3,622
SCCO$SCCOSOUTHERN COPPER CORP/$3,486
TGT$TGTTARGET CORP$3,266
ISHARES TR - TIPS BD ETF$3,065
BKR$BKRBaker Hughes Co$3,053
FIDELITY COVINGTON TRUST - MSCI MATLS INDEX$2,926
CCI$CCICROWN CASTLE INC.$2,651
ETHE$ETHEGrayscale Ethereum Staking ETF$2,552
PSA$PSAPublic Storage$2,547
SYM$SYMSymbotic Inc.$2,248
CRSP$CRSPCRISPR Therapeutics AG$2,182
DHI$DHIHORTON D R INC /DE/$1,792
SHAK$SHAKShake Shack Inc.$1,681
VSNT$VSNTVersant Media Group, Inc.$1,513
UNG$UNGUnited States Natural Gas Fund, LP$1,465
NRG$NRGNRG ENERGY, INC.$1,461
KRANESHARES TRUST - CSI CHI INTERNET$1,224
PEP$PEPPEPSICO INC$948
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$922
ISHARES TR - EXPANDED TECH$725
AMKR$AMKRAMKOR TECHNOLOGY, INC.$604
ETH$ETHGrayscale Ethereum Staking Mini ETF$301

New Positions (14)

TER$TER TERADYNE, INC$3.0M
STX$STX Seagate Technology Holdings plc$2.8M
POWL$POWL POWELL INDUSTRIES INC$1.6M
BWXT$BWXT BWX Technologies, Inc.$1.2M
HYLN$HYLN Hyliion Holdings Corp.$140,149
ROUNDHILL ETF TRUST - MEMORY ETF$52,065
SWBI$SWBI SMITH & WESSON BRANDS, INC.$24,516
WTW$WTW WILLIS TOWERS WATSON PLC$15,683
RGR$RGR STURM RUGER & CO INC$13,248
SOFI$SOFI SoFi Technologies, Inc.$10,758
FDXF$FDXF FedEx Freight Holding Company, Inc.$7,550
WBD$WBD Warner Bros. Discovery, Inc.$6,426
LASR$LASR NLIGHT, INC.$5,570
AOUT$AOUT American Outdoor Brands, Inc.$4,779

Exited Positions (12)

CELH$CELH Celsius Holdings, Inc.
INTU$INTU INTUIT INC.
GE$GE GENERAL ELECTRIC CO
V$V VISA INC.
PM$PM Philip Morris International Inc.
RTX$RTX RTX Corp
CSCO$CSCO CISCO SYSTEMS, INC.
BKNG$BKNG Booking Holdings Inc.
CRM$CRM Salesforce, Inc.
IBM$IBM INTERNATIONAL BUSINESS MACHINES CORP
VEEV$VEEV VEEVA SYSTEMS INC
SPDR SERIES TRUST

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