Legacy Bridge, LLC
- SEC CIK
- 0001689144
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC
- Positions
- 322
- +2 vs. Q1 2026
- Total value
- $323.78M
- +$61.57M (+23.5%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| GEVGE VERNOVA INC COM | Stock | 11,289 | $13.26M | 4.10% | −361−3.1% | Reduced | View |
| STRLSTERLING INFRASTRUCTURE INC | COM | 14,700 | $12.34M | 3.81% | −4,517−23.5% | Reduced | View |
| NVDANVIDIA CORPORATION COM | Stock | 58,994 | $11.8M | 3.65% | −6,241−9.6% | Reduced | View |
| CATCATERPILLAR INC COM | Stock | 7,679 | $8.18M | 2.53% | +10+0.1% | Added | View |
| AVGOBROADCOM INC COM | Stock | 20,418 | $7.71M | 2.38% | −2,124−9.4% | Reduced | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 6,433 | $7.43M | 2.29% | −109−1.7% | Reduced | View |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 60,435 | $7.05M | 2.18% | −85−0.1% | Reduced | View |
| ANETARISTA NETWORKS INC COM SHS | Stock | 39,572 | $6.72M | 2.08% | +185+0.5% | Added | View |
| VRTVERTIV HOLDINGS CO | COM CL A | 20,066 | $6.72M | 2.08% | +132+0.7% | Added | View |
| CLSCELESTICA INC COM | Stock | 17,676 | $6.45M | 1.99% | −207−1.2% | Reduced | View |
| WTBAWEST BANCORPORATION INC | CAP STK | 225,579 | $5.98M | 1.85% | −20,222−8.2% | Reduced | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 11,697 | $5.59M | 1.73% | +6+0.1% | Added | View |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 19,328 | $5.34M | 1.65% | +520+2.8% | Added | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 9,160 | $5.32M | 1.64% | +182+2.0% | Added | View |
| LLYELI LILLY & CO COM | Stock | 3,978 | $4.77M | 1.47% | +2+0.1% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 18,992 | $4.53M | 1.40% | +86+0.5% | Added | View |
| WMTWALMART INC COM | Stock | 38,731 | $4.39M | 1.35% | +160+0.4% | Added | View |
| ETNEATON CORP PLC SHS | Stock | 10,179 | $4.34M | 1.34% | +156+1.6% | Added | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 2,126 | $4.23M | 1.31% | +15+0.7% | Added | View |
| CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | 15,030 | $4.09M | 1.26% | +95+0.6% | Added | View |
| PANWPALO ALTO NETWORKS INC COM | Stock | 11,236 | $3.83M | 1.18% | 00.0% | Unchanged | View |
| WDCWESTERN DIGITAL CORP | COM | 5,926 | $3.79M | 1.17% | +136+2.3% | Added | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 7,557 | $3.78M | 1.17% | −410−5.1% | Reduced | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 10,695 | $3.78M | 1.17% | +45+0.4% | Added | View |
| JCIJOHNSON CTLS INTL PLC SHS | Stock | 23,379 | $3.42M | 1.06% | +340+1.5% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 9,117 | $3.4M | 1.05% | −7−0.1% | Reduced | View |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 4,393 | $3.29M | 1.02% | 00.0% | Unchanged | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 9,712 | $3.18M | 0.98% | 00.0% | Unchanged | View |
| PHPARKER-HANNIFIN CORP COM | Stock | 3,207 | $3.14M | 0.97% | 00.0% | Unchanged | View |
| HPEHEWLETT PACKARD ENTERPRISE C | COM | 69,355 | $3.13M | 0.97% | +1,550+2.3% | Added | View |
| ISHARES RUSSELL 2000 GROWTH ETF464287648 | ETF | 7,755 | $3.06M | 0.94% | +252+3.4% | Added | – |
| TERTERADYNE INC COM | Stock | 6,300 | $3.05M | 0.94% | +6,300 | New | View |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 34,421 | $2.85M | 0.88% | +445+1.3% | Added | – |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 2,952 | $2.85M | 0.88% | +2,952 | New | View |
| PWRQUANTA SVCS INC | COM | 3,895 | $2.8M | 0.87% | +229+6.2% | Added | View |
| BNYBANK OF NY MELLON CORP COM | Stock | 18,908 | $2.73M | 0.84% | +57+0.3% | Added | View |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 9,076 | $2.73M | 0.84% | 00.0% | Unchanged | – |
| AAPLAPPLE INC COM | Stock | 9,354 | $2.71M | 0.84% | 00.0% | Unchanged | View |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 36,195 | $2.58M | 0.80% | +399+1.1% | Added | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 2,751 | $2.57M | 0.79% | +26+1.0% | Added | View |
| DEDEERE & CO COM | Stock | 4,046 | $2.57M | 0.79% | −20−0.5% | Reduced | View |
| VLOVALERO ENERGY CORP COM | Stock | 9,302 | $2.42M | 0.75% | 00.0% | Unchanged | View |
| WSMWILLIAMS SONOMA INC | COM | 10,271 | $2.39M | 0.74% | 00.0% | Unchanged | View |
| PRINCIPAL EXCHANGE TRADED FD74255Y888 | SPECTRUM PFD | 122,830 | $2.34M | 0.72% | −715−0.6% | Reduced | – |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 25,534 | $2.18M | 0.67% | +150+0.6% | Added | – |
| OKLOOKLO INC | COM CL A | 40,705 | $2.13M | 0.66% | +160+0.4% | Added | View |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834 | ETF | 21,933 | $2.09M | 0.65% | 00.0% | Unchanged | – |
| ISHARES RUSSELL MIDCAP ETF464287499 | ETF | 18,854 | $2.08M | 0.64% | 00.0% | Unchanged | – |
| ISHARES TR464287630 | RUS 2000 VAL ETF | 9,285 | $2.05M | 0.63% | −50−0.5% | Reduced | – |
| HDHOME DEPOT INC COM | Stock | 5,717 | $2.02M | 0.62% | +12+0.2% | Added | View |
| ESEESCO TECHNOLOGIES INC | COM | 5,688 | $1.99M | 0.61% | 00.0% | Unchanged | View |
| FCXFREEPORT MCMORAN INC CL B | Stock | 31,132 | $1.96M | 0.60% | −230−0.7% | Reduced | View |
| XOMEXXON MOBIL CORP | COM | 14,237 | $1.95M | 0.60% | +402+2.9% | Added | View |
| AXONAXON ENTERPRISE INC | COM | 3,458 | $1.94M | 0.60% | −240−6.5% | Reduced | View |
| LEUCENTRUS ENERGY CORP CL A | Stock | 11,441 | $1.92M | 0.59% | +85+0.7% | Added | View |
| NXPINXP SEMICONDUCTORS N V | COM | 6,751 | $1.9M | 0.59% | 00.0% | Unchanged | View |
| MSMORGAN STANLEY COM NEW | Stock | 8,837 | $1.85M | 0.57% | 00.0% | Unchanged | View |
| CCITIGROUP INC COM NEW | Stock | 13,064 | $1.83M | 0.56% | −230−1.7% | Reduced | View |
| ISHARES RUSSELL MID-CAP VALUE ETF464287473 | ETF | 10,950 | $1.8M | 0.56% | 00.0% | Unchanged | – |
| EQIXEQUINIX INC | COM | 1,727 | $1.8M | 0.56% | 00.0% | Unchanged | View |
| QCOMQUALCOMM INC COM | Stock | 9,726 | $1.8M | 0.56% | 00.0% | Unchanged | View |
| LOWLOWES COS INC COM | Stock | 8,020 | $1.77M | 0.55% | 00.0% | Unchanged | View |
| SCHWAB U.S. MID-CAP ETF808524508 | ETF | 47,816 | $1.76M | 0.54% | −30−0.1% | Reduced | – |
| STATE STREET SPDR S&P BIOTECH ETF78464A870 | ETF | 10,933 | $1.73M | 0.53% | −276−2.5% | Reduced | – |
| FITBFIFTH THIRD BANCORP | COM | 30,205 | $1.7M | 0.53% | +100+0.3% | Added | View |
| DLRDIGITAL RLTY TR INC | COM | 9,399 | $1.69M | 0.52% | +15+0.2% | Added | View |
| ISHARES MSCI EAFE ETF464287465 | ETF | 15,769 | $1.64M | 0.51% | +20+0.1% | Added | – |
| POWLPOWELL INDS INC COM | Stock | 5,720 | $1.64M | 0.51% | +5,720 | New | View |
| NXTNEXTPOWER INC COM | Stock | 13,490 | $1.61M | 0.50% | +20+0.1% | Added | View |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 4,014 | $1.6M | 0.49% | −143−3.4% | Reduced | View |
| NFGNATIONAL FUEL GAS CO COM | Stock | 19,292 | $1.49M | 0.46% | +835+4.5% | Added | View |
| NDAQNASDAQ INC | COM | 18,310 | $1.44M | 0.45% | +15+0.1% | Added | View |
| CVXCHEVRON CORPORATION COM | Stock | 8,632 | $1.43M | 0.44% | −140−1.6% | Reduced | View |
| BLKBLACKROCK INC COM | Stock | 1,481 | $1.42M | 0.44% | 00.0% | Unchanged | View |
| RKLBROCKET LAB CORP | COM | 13,850 | $1.41M | 0.43% | +13,840+138,400.0% | Added | View |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 23,138 | $1.38M | 0.43% | +942+4.2% | Added | – |
| METAMETA PLATFORMS INC CL A | Stock | 2,393 | $1.35M | 0.42% | 00.0% | Unchanged | View |
| SNOWSNOWFLAKE INC COM SHS | Stock | 5,167 | $1.32M | 0.41% | +60+1.2% | Added | View |
| VSTVISTRA CORP COM | Stock | 8,263 | $1.31M | 0.40% | +70+0.9% | Added | View |
| NSITINSIGHT ENTERPRISES INC | COM | 10,415 | $1.27M | 0.39% | 00.0% | Unchanged | View |
| VANGUARD SCOTTSDALE FDS92206C664 | VNG RUS2000IDX | 9,862 | $1.2M | 0.37% | +1,000+11.3% | Added | – |
| BWXTBWX TECHNOLOGIES INC | COM | 6,031 | $1.17M | 0.36% | +6,031 | New | View |
| CCJCAMECO CORP COM | Stock | 11,518 | $1.17M | 0.36% | 00.0% | Unchanged | View |
| GLOBAL X FDS37950E259 | GB MSCI AR ETF | 12,565 | $1.15M | 0.35% | −215−1.7% | Reduced | – |
| NEENEXTERA ENERGY INC COM | Stock | 12,714 | $1.12M | 0.34% | +30+0.2% | Added | View |
| RIORIO TINTO PLC SPONSORED ADR | ADR | 11,680 | $1.11M | 0.34% | 00.0% | Unchanged | View |
| ISHARES INC464286822 | MSCI MEXICO ETF | 14,360 | $1.08M | 0.33% | −2,635−15.5% | Reduced | – |
| MELIMERCADOLIBRE INC | COM | 635 | $1.08M | 0.33% | +10+1.6% | Added | View |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 1,063 | $1.08M | 0.33% | −56−5.0% | Reduced | View |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 2,115 | $1.06M | 0.33% | 00.0% | Unchanged | View |
| CTRECARETRUST REIT INC | COM | 26,102 | $1.05M | 0.33% | +30+0.1% | Added | View |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,448 | $994.5K | 0.31% | +14+1.0% | Added | – |
| DHRDANAHER CORP DEL COM | Stock | 5,111 | $973.54K | 0.30% | −115−2.2% | Reduced | View |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 34,588 | $958.09K | 0.30% | 00.0% | Unchanged | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 2,652 | $947.75K | 0.29% | −125−4.5% | Reduced | View |
| NUNU HLDGS LTD | ORD SHS CL A | 70,405 | $940.61K | 0.29% | +850+1.2% | Added | View |
| ISHARES RUSSELL MID-CAP GROWTH ETF464287481 | ETF | 6,317 | $924.87K | 0.29% | 00.0% | Unchanged | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 11,790 | $909.13K | 0.28% | +489+4.3% | Added | – |
| TMUST-MOBILE US INC COM | Stock | 5,189 | $870.35K | 0.27% | −1,408−21.3% | Reduced | View |
| UNPUNION PAC CORP COM | Stock | 3,170 | $862.24K | 0.27% | +200+6.7% | Added | View |
Sold out since Q1 2026 (12)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| CELHCELSIUS HLDGS INC | COM NEW | 17,672 | $627K | 0.24% |
| INTUINTUIT COM | Stock | 735 | $317.8K | 0.12% |
| GEGE AEROSPACE COM NEW | Stock | 139 | $39.45K | 0.02% |
| VVISA INC COM CL A | Stock | 126 | $38.08K | 0.01% |
| PMPHILIP MORRIS INTL INC COM | Stock | 218 | $36.05K | 0.01% |
| RTXRTX CORPORATION COM | Stock | 123 | $23.73K | 0.01% |
| CSCOCISCO SYS INC COM | Stock | 300 | $23.28K | 0.01% |
| BKNGBOOKING HOLDINGS INC COM | Stock | 5 | $21.05K | 0.01% |
| CRMSALESFORCE INC COM | Stock | 103 | $19.23K | 0.01% |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 75 | $18.18K | 0.01% |
| VEEVVEEVA SYS INC CL A COM | Stock | 60 | $10.54K | 0.00% |
| SPDR SERIES TRUST78468R622 | ST BLOO HIGH ETF | 26 | $2.49K | 0.00% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 322 | $323.78M | vs. Q1 2026 | SEC |
| Q1 2026 | May 14, 2026 | 320 | $262.21M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 23, 2026 | 464 | $246.39M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 12, 2025 | 312 | $240.32M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 6, 2025 | 303 | $210.71M | vs. Q1 2025 | SEC |
| Q1 2025 | May 8, 2025 | 319 | $179.22M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 22, 2025 | 298 | $191.81M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 7, 2024 | 293 | $185.7M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 6, 2024 | 286 | $169.65M | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 25, 2024 | 317 | $170.94M | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 17, 2024 | 292 | $154.32M | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 11, 2023 | 288 | $140.29M | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 11, 2023 | 292 | $149.81M | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 24, 2023 | 294 | $143.34M | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 11, 2023 | 303 | $140.69M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 2, 2022 | 288 | $125.37M | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 21, 2022 | 293 | $135.5M | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 28, 2022 | 306 | $171.17M | vs. Q4 2021 | SEC |
| Q4 2021 | Jan 18, 2022 | 311 | $191.96M | vs. Q3 2021 | SEC |
| Q3 2021 | Oct 26, 2021 | 302 | $173.47M | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 3, 2021 | 290 | $176.81M | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 29, 2021 | 292 | $154.55M | – | SEC |