Skip to main content
Livermore
Livermore
ZHEN

Legacy Bridge, LLC

SEC CIK
0001689144
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
320
−144 vs. Q4 2025
Portfolio value
$262.2M
+$15.8M (+6.4%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Legacy Bridge, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock65,235$11.4M4.3%+777+1.2%AddedHistory
GEVGE Vernova Inc.Stock11,650$10.2M3.9%+155+1.3%AddedHistory
PLTRPalantir Technologies Inc.Stock60,520$8.85M3.4%+1,708+2.9%AddedHistory
STRLSterling Infrastructure, Inc.COM19,217$7.83M3.0%+779+4.2%AddedHistory
AVGOBroadcom Inc.Stock22,542$6.98M2.7%+859+4.0%AddedHistory
WTBAWest Bancorporation IncCAP STK245,801$5.85M2.2%−8,600−3.4%ReducedHistory
CATCaterpillar IncStock7,669$5.43M2.1%+304+4.1%AddedHistory
CLSCelestica IncStock17,883$5.04M1.9%−604−3.3%ReducedHistory
VRTVertiv Holdings CoCOM CL A19,934$5.00M1.9%+885+4.6%AddedHistory
ANETArista Networks, Inc.Stock39,387$4.84M1.8%+1,000+2.6%AddedHistory
WMTWalmart Inc.Stock38,571$4.79M1.8%+1,585+4.3%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,691$3.95M1.5%+491+4.4%AddedHistory
AMZNAmazon Com IncStock18,906$3.94M1.5%+678+3.7%AddedHistory
BRK.BBerkshire Hathaway IncStock7,967$3.82M1.5%+65+0.8%AddedHistory
LLYEli Lilly & CoStock3,976$3.66M1.4%+114+3.0%AddedHistory
ETNEaton Corp plcStock10,023$3.58M1.4%+495+5.2%AddedHistory
MSFTMicrosoft CorpStock9,124$3.38M1.3%+335+3.8%AddedHistory
GOOGAlphabet Inc.Stock10,650$3.06M1.2%+567+5.6%AddedHistory
JCIJohnson Controls International plcStock23,039$3.02M1.2%−120−0.5%ReducedHistory
PHParker-Hannifin CorpStock3,207$2.87M1.1%+60+1.9%AddedHistory
iShares Core S&P 500 ETF464287200ETF4,393$2.87M1.1%+3,893+778.6%Added–
JPMJPMorgan Chase & CoStock9,712$2.86M1.1%+55+0.6%AddedHistory
ASMLASML Holding NVADR2,111$2.79M1.1%+50+2.4%AddedHistory
COSTCostco Wholesale CorpStock2,725$2.72M1.0%+50+1.9%AddedHistory
AAPLApple Inc.Stock9,354$2.37M0.9%+101+1.1%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF33,976$2.37M0.9%+3,558+11.7%Added–
iShares Russell 2000 Growth ETF464287648ETF7,503$2.35M0.9%+171+2.3%Added–
XOMExxonMobil Holdings CorpCOM13,835$2.35M0.9%00.0%UnchangedHistory
Principal Exchange Traded FD74255Y888SPECTRUM PFD123,545$2.33M0.9%−2,060−1.6%Reduced–
VLOValero Energy CorpStock9,302$2.30M0.9%−51−0.5%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF35,796$2.29M0.9%+2,167+6.4%Added–
DEDeere & CoStock4,066$2.29M0.9%+125+3.2%AddedHistory
iShares Russell 2000 ETF464287655ETF9,076$2.25M0.9%+162+1.8%Added–
BNYBank of New York Mellon CorpStock18,851$2.24M0.9%+1,255+7.1%AddedHistory
MUMicron Technology IncStock6,542$2.21M0.8%+1,175+21.9%AddedHistory
PWRQuanta Services, Inc.COM3,666$2.01M0.8%+36+1.0%AddedHistory
OKLOOklo Inc.COM CL A40,545$2.01M0.8%+2,410+6.3%AddedHistory
LEUCentrus Energy CorpStock11,356$1.97M0.8%+895+8.6%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F25,384$1.96M0.7%+20+0.1%Added–
NBISNebius Group N.V.Stock18,808$1.95M0.7%+813+4.5%AddedHistory
ISRGIntuitive Surgical IncCOM NEW4,157$1.92M0.7%+45+1.1%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF21,933$1.90M0.7%+4,614+26.6%Added–
LOWLowes Companies IncStock8,020$1.89M0.7%+105+1.3%AddedHistory
HDHome Depot, Inc.Stock5,705$1.88M0.7%+16+0.3%AddedHistory
WSMWilliams Sonoma IncCOM10,271$1.87M0.7%+350+3.5%AddedHistory
FCXFreeport-McMoran IncStock31,362$1.84M0.7%+1,335+4.4%AddedHistory
iShares Russell Midcap ETF464287499ETF18,854$1.83M0.7%+130+0.7%Added–
AMDAdvanced Micro Devices IncStock8,978$1.83M0.7%+1,870+26.3%AddedHistory
CVXChevron CorpStock8,772$1.81M0.7%−20.0%ReducedHistory
PANWPalo Alto Networks IncStock11,236$1.80M0.7%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF9,335$1.77M0.7%00.0%Unchanged–
NFGNational Fuel Gas CoStock18,457$1.73M0.7%+530+3.0%AddedHistory
EQIXEquinix IncCOM1,727$1.69M0.6%−3−0.2%ReducedHistory
DLRDigital Realty Trust, Inc.COM9,384$1.69M0.6%−25−0.3%ReducedHistory
NXTNextpower Inc.Stock13,470$1.62M0.6%00.0%UnchangedHistory
HPEHewlett Packard Enterprise CoCOM67,805$1.61M0.6%+1,300+2.0%AddedHistory
ESEEsco Technologies IncCOM5,688$1.60M0.6%+459+8.8%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF10,950$1.60M0.6%00.0%Unchanged–
AXONAxon Enterprise, Inc.COM3,698$1.57M0.6%+45+1.2%AddedHistory
WDCWestern Digital CorpCOM5,790$1.57M0.6%+5,790NewHistory
NDAQNasdaq, Inc.COM18,295$1.55M0.6%+20+0.1%AddedHistory
iShares MSCI Eafe ETF464287465ETF15,749$1.53M0.6%+115+0.7%Added–
CCitigroup IncStock13,294$1.51M0.6%+12,813+2,663.8%AddedHistory
TSCOTractor Supply CoCOM32,790$1.49M0.6%+300+0.9%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF47,846$1.48M0.6%00.0%Unchanged–
MSMorgan StanleyStock8,837$1.45M0.6%−30−0.3%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF11,209$1.43M0.5%−90−0.8%Reduced–
BLKBlackRock, Inc.Stock1,481$1.42M0.5%+32+2.2%AddedHistory
CRDOCredo Technology Group Holding LtdStock14,935$1.40M0.5%+14,935NewHistory
FITBFifth Third BancorpCOM30,105$1.40M0.5%+1,460+5.1%AddedHistory
TMUST-Mobile US, Inc.Stock6,597$1.39M0.5%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock2,393$1.37M0.5%+112+4.9%AddedHistory
NXPINXP Semiconductors N.V.COM6,751$1.33M0.5%−290−4.1%ReducedHistory
iShares Inc464286822MSCI MEXICO ETF16,995$1.28M0.5%+16,995New–
QCOMQualcomm IncStock9,726$1.25M0.5%−55−0.6%ReducedHistory
CCJCameco CorpStock11,518$1.25M0.5%+10+0.1%AddedHistory
VSTVistra Corp.Stock8,193$1.23M0.5%+488+6.3%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF22,196$1.20M0.5%+3,039+15.9%Added–
Global X FDS37950E259GB MSCI AR ETF12,780$1.19M0.5%+12,780New–
NEENextera Energy IncStock12,684$1.18M0.4%+460+3.8%AddedHistory
RIORio Tinto PLCADR11,680$1.09M0.4%00.0%UnchangedHistory
MELIMercadolibre IncCOM625$1.08M0.4%+588+1,589.2%AddedHistory
TMOThermo Fisher Scientific Inc.Stock2,115$1.04M0.4%−37−1.7%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock14,433$1.03M0.4%−650−4.3%ReducedHistory
JJacobs Solutions Inc.COM7,897$1.01M0.4%−50−0.6%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A69,555$999.5K0.4%+1,200+1.8%AddedHistory
DHRDanaher CorpStock5,226$990.9K0.4%+65+1.3%AddedHistory
CTRECareTrust REIT, Inc.COM26,072$955.5K0.4%−50−0.2%ReducedHistory
GSGoldman Sachs Group IncStock1,119$946.7K0.4%00.0%UnchangedHistory
TJXTJX Companies IncStock5,598$894.0K0.3%00.0%UnchangedHistory
BSXBoston Scientific CorpStock14,162$888.7K0.3%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX8,862$887.7K0.3%+930+11.7%Added–
SYKStryker CorpStock2,691$884.2K0.3%−200−6.9%ReducedHistory
Vanguard S&P 500 ETF922908363ETF1,434$856.9K0.3%+170+13.4%Added–
Schwab International Equity ETF808524805ETF34,588$856.1K0.3%+2,492+7.8%Added–
PFEPfizer IncStock30,379$853.0K0.3%−80−0.3%ReducedHistory
AVAVAeroVironment IncCOM4,522$827.8K0.3%+476+11.8%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM14,591$827.0K0.3%+394+2.8%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF6,317$809.3K0.3%+8+0.1%Added–
GOOGLAlphabet Inc.Stock2,777$798.6K0.3%−35−1.2%ReducedHistory

Sold out since Q4 2025 (162)

Positions held at the end of Q4 2025 that are gone from this filing.

The largest 100 of 162 by value last quarter.

Positions of Legacy Bridge, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
iShares MSCI India ETF46429B598ETF14,889$804.8K0.3%–
BXBlackstone Inc.COM2,535$390.7K0.2%History
ADBEAdobe Inc.Stock181$63.3K<0.1%History
PGRProgressive CorpStock171$38.9K<0.1%History
JEFJefferies Financial Group Inc.COM431$26.7K<0.1%History
WMBWilliams Companies, Inc.COM297$17.9K<0.1%History
ADPAutomatic Data Processing IncStock67$17.2K<0.1%History
APAAPA CorpStock699$17.1K<0.1%History
LINLinde PLCStock40$17.1K<0.1%History
ORLYO Reilly Automotive IncStock180$16.4K<0.1%History
BMYBristol Myers Squibb CoStock295$15.9K<0.1%History
HWMHowmet Aerospace Inc.Stock77$15.8K<0.1%History
SHOPShopify Inc.Stock98$15.8K<0.1%History
CNCCentene CorpStock375$15.4K<0.1%History
CFGCitizens Financial Group IncCOM264$15.4K<0.1%History
CPRTCopart IncCOM390$15.3K<0.1%History
GILDGilead Sciences, Inc.Stock116$14.2K<0.1%History
MCKMcKesson CorpStock16$13.1K<0.1%History
NEMNEWMONT CorpStock129$12.9K<0.1%History
HCAHCA Healthcare, Inc.COM27$12.6K<0.1%History
MNSTMonster Beverage CorpCOM154$11.8K<0.1%History
ROSTRoss Stores, Inc.COM65$11.7K<0.1%History
SPGSimon Property Group Inc.REIT63$11.7K<0.1%History
ALLAllstate CorpStock56$11.7K<0.1%History
GMGeneral Motors CoCOM143$11.6K<0.1%History
SCHWSchwab Charles CorpStock115$11.5K<0.1%History
HLTHilton Worldwide Holdings Inc.COM40$11.5K<0.1%History
VRTXVertex Pharmaceuticals IncStock24$10.9K<0.1%History
ADIAnalog Devices IncStock40$10.8K<0.1%History
WELLWelltower Inc.REIT58$10.8K<0.1%History
TDGTransDigm Group INCCOM8$10.6K<0.1%History
RMDResmed IncCOM44$10.6K<0.1%History
APHAmphenol CorpCL A78$10.5K<0.1%History
MARMarriott International IncStock32$9.93K<0.1%History
PHMPultegroup IncCOM81$9.50K<0.1%History
Wedbush Ser Tr947913109DAN IVE REVO ETF300$9.48K<0.1%–
VZVerizon Communications IncStock228$9.29K<0.1%History
TRVTravelers Companies, Inc.Stock32$9.28K<0.1%History
KVUEKenvue Inc.Stock536$9.25K<0.1%History
BXPBXP, Inc.COM134$9.04K<0.1%History
PSXPhillips 66Stock70$9.03K<0.1%History
MOAltria Group, Inc.Stock154$8.88K<0.1%History
IDXXIDEXX Laboratories IncCOM13$8.79K<0.1%History
CBChubb LtdStock28$8.74K<0.1%History
AEPAmerican Electric Power Co IncStock75$8.65K<0.1%History
ALBAlbemarle CorpStock61$8.63K<0.1%History
AIGAmerican International Group, Inc.Stock99$8.47K<0.1%History
SHWSherwin Williams CoCOM25$8.10K<0.1%History
URIUnited Rentals, Inc.COM10$8.09K<0.1%History
VRSKVerisk Analytics, Inc.COM36$8.05K<0.1%History
HIGHartford Insurance Group, Inc.Stock54$7.44K<0.1%History
BABoeing CoStock34$7.38K<0.1%History
LYBLyondellBasell Industries N.V.SHS - A -169$7.32K<0.1%History
MMM3M CoStock45$7.21K<0.1%History
MLMMartin Marietta Materials IncCOM11$6.85K<0.1%History
AZOAutoZone IncCOM2$6.78K<0.1%History
DUKDuke Energy CORPStock56$6.56K<0.1%History
CEGConstellation Energy CorpStock18$6.36K<0.1%History
TFCTruist Financial CorpCOM122$6.00K<0.1%History
AMTAmerican Tower CorpREIT34$5.97K<0.1%History
FASTFastenal CoStock146$5.86K<0.1%History
OTISOtis Worldwide CorpStock67$5.85K<0.1%History
DGDollar General CorpCOM44$5.84K<0.1%History
SNPSSynopsys IncCOM12$5.64K<0.1%History
RCLRoyal Caribbean Cruises LtdCOM20$5.58K<0.1%History
NSCNorfolk Southern CorpStock19$5.49K<0.1%History
MSIMotorola Solutions, Inc.Stock14$5.37K<0.1%History
KMIKinder Morgan, Inc.Stock193$5.31K<0.1%History
AESAES CorpStock364$5.22K<0.1%History
PPLPPL CorpCOM149$5.22K<0.1%History
EBAYeBay IncCOM59$5.14K<0.1%History
BDXBecton Dickinson & CoStock26$5.05K<0.1%History
AJGArthur J. Gallagher & Co.COM19$4.92K<0.1%History
PODDInsulet CorpStock17$4.83K<0.1%History
CRLCharles River Laboratories International, Inc.COM24$4.79K<0.1%History
ELEstee Lauder Companies IncCL A45$4.71K<0.1%History
DLTRDollar Tree, Inc.COM38$4.67K<0.1%History
OKEONEOK IncCOM63$4.63K<0.1%History
WTWWillis Towers Watson PLCSHS14$4.60K<0.1%History
PCARPaccar IncCOM42$4.60K<0.1%History
YUMYum Brands IncStock30$4.54K<0.1%History
LULUlululemon athletica inc.Stock21$4.37K<0.1%History
DVNDevon Energy CorpStock119$4.36K<0.1%History
DOVDOVER CorpCOM22$4.30K<0.1%History
TTTrane Technologies plcSHS11$4.28K<0.1%History
CMAComerica IncCOM47$4.09K<0.1%History
AMPAmeriprise Financial IncCOM8$3.92K<0.1%History
CTASCintas CorpStock20$3.76K<0.1%History
PNCPNC Financial Services Group, Inc.Stock18$3.76K<0.1%History
MRNAModerna, Inc.Stock126$3.72K<0.1%History
PEGPublic Service Enterprise Group IncCOM46$3.69K<0.1%History
ZIONZions Bancorporation, National AssociationCOM63$3.69K<0.1%History
WSTWest Pharmaceutical Services IncCOM13$3.58K<0.1%History
DISWalt Disney CoStock31$3.53K<0.1%History
LHXL3HARRIS Technologies, Inc.Stock12$3.52K<0.1%History
PKGPackaging Corp of AmericaStock17$3.51K<0.1%History
CTSHCognizant Technology Solutions CorpCL A41$3.40K<0.1%History
BRBroadridge Financial Solutions, Inc.Stock15$3.35K<0.1%History
AMEAmetek IncCOM16$3.29K<0.1%History
ETREntergy CorpCOM34$3.14K<0.1%History