Legacy Bridge, LLC
- SEC CIK
- 0001689144
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 322
- +2 vs. Q1 2026
- Portfolio value
- $323.8M
- +$61.6M (+23.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GEVGE Vernova Inc. | Stock | 11,289 | $13.3M | 4.1% | −361−3.1% | Reduced | History |
| STRLSterling Infrastructure, Inc. | COM | 14,700 | $12.3M | 3.8% | −4,517−23.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 58,994 | $11.8M | 3.6% | −6,241−9.6% | Reduced | History |
| CATCaterpillar Inc | Stock | 7,679 | $8.18M | 2.5% | +10+0.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 20,418 | $7.71M | 2.4% | −2,124−9.4% | Reduced | History |
| MUMicron Technology Inc | Stock | 6,433 | $7.43M | 2.3% | −109−1.7% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 60,435 | $7.05M | 2.2% | −85−0.1% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 39,572 | $6.72M | 2.1% | +185+0.5% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 20,066 | $6.72M | 2.1% | +132+0.7% | Added | History |
| CLSCelestica Inc | Stock | 17,676 | $6.45M | 2.0% | −207−1.2% | Reduced | History |
| WTBAWest Bancorporation Inc | CAP STK | 225,579 | $5.98M | 1.8% | −20,222−8.2% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,697 | $5.59M | 1.7% | +6+0.1% | Added | History |
| NBISNebius Group N.V. | Stock | 19,328 | $5.34M | 1.6% | +520+2.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,160 | $5.32M | 1.6% | +182+2.0% | Added | History |
| LLYEli Lilly & Co | Stock | 3,978 | $4.77M | 1.5% | +2+0.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 18,992 | $4.53M | 1.4% | +86+0.5% | Added | History |
| WMTWalmart Inc. | Stock | 38,731 | $4.39M | 1.4% | +160+0.4% | Added | History |
| ETNEaton Corp plc | Stock | 10,179 | $4.34M | 1.3% | +156+1.6% | Added | History |
| ASMLASML Holding NV | ADR | 2,126 | $4.23M | 1.3% | +15+0.7% | Added | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 15,030 | $4.09M | 1.3% | +95+0.6% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 11,236 | $3.83M | 1.2% | 00.0% | Unchanged | History |
| WDCWestern Digital Corp | COM | 5,926 | $3.79M | 1.2% | +136+2.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,557 | $3.78M | 1.2% | −410−5.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 10,695 | $3.78M | 1.2% | +45+0.4% | Added | History |
| JCIJohnson Controls International plc | Stock | 23,379 | $3.42M | 1.1% | +340+1.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 9,117 | $3.40M | 1.1% | −7−0.1% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 4,393 | $3.29M | 1.0% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 9,712 | $3.18M | 1.0% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 3,207 | $3.14M | 1.0% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 69,355 | $3.13M | 1.0% | +1,550+2.3% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,755 | $3.06M | 0.9% | +252+3.4% | Added | – |
| TERTeradyne, Inc | Stock | 6,300 | $3.05M | 0.9% | +6,300 | New | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 34,421 | $2.85M | 0.9% | +445+1.3% | Added | – |
| STXSeagate Technology Holdings plc | ORD SHS | 2,952 | $2.85M | 0.9% | +2,952 | New | History |
| PWRQuanta Services, Inc. | COM | 3,895 | $2.80M | 0.9% | +229+6.2% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 18,908 | $2.73M | 0.8% | +57+0.3% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 9,076 | $2.73M | 0.8% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 9,354 | $2.71M | 0.8% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 36,195 | $2.58M | 0.8% | +399+1.1% | Added | – |
| COSTCostco Wholesale Corp | Stock | 2,751 | $2.57M | 0.8% | +26+1.0% | Added | History |
| DEDeere & Co | Stock | 4,046 | $2.57M | 0.8% | −20−0.5% | Reduced | History |
| VLOValero Energy Corp | Stock | 9,302 | $2.42M | 0.7% | 00.0% | Unchanged | History |
| WSMWilliams Sonoma Inc | COM | 10,271 | $2.39M | 0.7% | 00.0% | Unchanged | History |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 122,830 | $2.34M | 0.7% | −715−0.6% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,534 | $2.18M | 0.7% | +150+0.6% | Added | – |
| OKLOOklo Inc. | COM CL A | 40,705 | $2.13M | 0.7% | +160+0.4% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 21,933 | $2.09M | 0.6% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 18,854 | $2.08M | 0.6% | 00.0% | Unchanged | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,285 | $2.05M | 0.6% | −50−0.5% | Reduced | – |
| HDHome Depot, Inc. | Stock | 5,717 | $2.02M | 0.6% | +12+0.2% | Added | History |
| ESEEsco Technologies Inc | COM | 5,688 | $1.99M | 0.6% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 31,132 | $1.96M | 0.6% | −230−0.7% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 14,237 | $1.95M | 0.6% | +402+2.9% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 3,458 | $1.94M | 0.6% | −240−6.5% | Reduced | History |
| LEUCentrus Energy Corp | Stock | 11,441 | $1.92M | 0.6% | +85+0.7% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 6,751 | $1.90M | 0.6% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 8,837 | $1.85M | 0.6% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 13,064 | $1.83M | 0.6% | −230−1.7% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,950 | $1.80M | 0.6% | 00.0% | Unchanged | – |
| EQIXEquinix Inc | COM | 1,727 | $1.80M | 0.6% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 9,726 | $1.80M | 0.6% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 8,020 | $1.77M | 0.5% | 00.0% | Unchanged | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 47,816 | $1.76M | 0.5% | −30−0.1% | Reduced | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 10,933 | $1.73M | 0.5% | −276−2.5% | Reduced | – |
| FITBFifth Third Bancorp | COM | 30,205 | $1.70M | 0.5% | +100+0.3% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 9,399 | $1.69M | 0.5% | +15+0.2% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 15,769 | $1.64M | 0.5% | +20+0.1% | Added | – |
| POWLPowell Industries Inc | Stock | 5,720 | $1.64M | 0.5% | +5,720 | New | History |
| NXTNextpower Inc. | Stock | 13,490 | $1.61M | 0.5% | +20+0.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 4,014 | $1.60M | 0.5% | −143−3.4% | Reduced | History |
| NFGNational Fuel Gas Co | Stock | 19,292 | $1.49M | 0.5% | +835+4.5% | Added | History |
| NDAQNasdaq, Inc. | COM | 18,310 | $1.44M | 0.4% | +15+0.1% | Added | History |
| CVXChevron Corp | Stock | 8,632 | $1.43M | 0.4% | −140−1.6% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 1,481 | $1.42M | 0.4% | 00.0% | Unchanged | History |
| RKLBRocket Lab Corp | COM | 13,850 | $1.41M | 0.4% | +13,840+138,400.0% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,138 | $1.38M | 0.4% | +942+4.2% | Added | – |
| METAMeta Platforms, Inc. | Stock | 2,393 | $1.35M | 0.4% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 5,167 | $1.32M | 0.4% | +60+1.2% | Added | History |
| VSTVistra Corp. | Stock | 8,263 | $1.31M | 0.4% | +70+0.9% | Added | History |
| NSITInsight Enterprises Inc | COM | 10,415 | $1.27M | 0.4% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 9,862 | $1.20M | 0.4% | +1,000+11.3% | Added | – |
| BWXTBWX Technologies, Inc. | COM | 6,031 | $1.17M | 0.4% | +6,031 | New | History |
| CCJCameco Corp | Stock | 11,518 | $1.17M | 0.4% | 00.0% | Unchanged | History |
| Global X FDS37950E259 | GB MSCI AR ETF | 12,565 | $1.15M | 0.4% | −215−1.7% | Reduced | – |
| NEENextera Energy Inc | Stock | 12,714 | $1.12M | 0.3% | +30+0.2% | Added | History |
| RIORio Tinto PLC | ADR | 11,680 | $1.11M | 0.3% | 00.0% | Unchanged | History |
| iShares Inc464286822 | MSCI MEXICO ETF | 14,360 | $1.08M | 0.3% | −2,635−15.5% | Reduced | – |
| MELIMercadolibre Inc | COM | 635 | $1.08M | 0.3% | +10+1.6% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 1,063 | $1.08M | 0.3% | −56−5.0% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,115 | $1.06M | 0.3% | 00.0% | Unchanged | History |
| CTRECareTrust REIT, Inc. | COM | 26,102 | $1.05M | 0.3% | +30+0.1% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,448 | $994.5K | 0.3% | +14+1.0% | Added | – |
| DHRDanaher Corp | Stock | 5,111 | $973.5K | 0.3% | −115−2.2% | Reduced | History |
| Schwab International Equity ETF808524805 | ETF | 34,588 | $958.1K | 0.3% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 2,652 | $947.7K | 0.3% | −125−4.5% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 70,405 | $940.6K | 0.3% | +850+1.2% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,317 | $924.9K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,790 | $909.1K | 0.3% | +489+4.3% | Added | – |
| TMUST-Mobile US, Inc. | Stock | 5,189 | $870.4K | 0.3% | −1,408−21.3% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 3,170 | $862.2K | 0.3% | +200+6.7% | Added | History |
Sold out since Q1 2026 (12)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| CELHCelsius Holdings, Inc. | COM NEW | 17,672 | $627.0K | 0.2% | History |
| INTUIntuit Inc. | Stock | 735 | $317.8K | 0.1% | History |
| GEGeneral Electric Co | Stock | 139 | $39.4K | <0.1% | History |
| VVisa Inc. | Stock | 126 | $38.1K | <0.1% | History |
| PMPhilip Morris International Inc. | Stock | 218 | $36.0K | <0.1% | History |
| RTXRTX Corp | Stock | 123 | $23.7K | <0.1% | History |
| CSCOCisco Systems, Inc. | Stock | 300 | $23.3K | <0.1% | History |
| BKNGBooking Holdings Inc. | Stock | 5 | $21.1K | <0.1% | History |
| CRMSalesforce, Inc. | Stock | 103 | $19.2K | <0.1% | History |
| IBMInternational Business Machines Corp | Stock | 75 | $18.2K | <0.1% | History |
| VEEVVeeva Systems Inc | Stock | 60 | $10.5K | <0.1% | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 26 | $2.49K | <0.1% | – |