CIK: 0001689144
Total reported value
$262.2M
Reporting period: 2026-03-31 · Number of holdings: 320
Legacy Bridge, LLC disclosed 320 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $262.2M and a quarterly turnover rate of 19.5%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "L"
Legacy Bridge, LLC's disclosed holdings carry a Herfindahl concentration index of 0.014 — mathematically equivalent to about 74 equally-sized positions, well below its 320 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.83), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add IVV
+778.6% $2.5M
Trim PLTR
+2.9% -$1.6M
Add GEV
+1.3% $2.7M
Add STRL
+4.2% $2.2M
Add VRT
+4.6% $1.9M
Add C
+2663.8% $1.5M
Showing top 200 holdings (of 320 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.34% | -0.54% | +1.21% | |
| 2 | GEV | GE Vernova INC | Stock-Industrials | 3.88% | +0.83% | +1.35% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.38% | -0.86% | +2.90% | |
| 4 | STRL | Sterling Infrastructure INC | Stock-Industrials | 2.98% | +0.69% | +4.22% | |
| 5 | AVGO | Broadcom INC | Stock-Tech | 2.66% | -0.39% | +3.96% | |
| 6 | WTBA | West Bancorporation | Stock-Other | 2.23% | — | -3.38% | |
| 7 | CAT | Caterpillar INC | Stock-Industrials | 2.07% | +0.36% | +4.13% | |
| 8 | CLS | Celestica INC | Stock-Tech | 1.92% | -0.30% | -3.27% | |
| 9 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.90% | +0.65% | +4.65% | |
| 10 | ANET | Arista Networks INC | Stock-Tech | 1.84% | — | +2.60% | |
| 11 | WMT | Walmart INC | Stock-Consumer Staples | 1.83% | +0.16% | +4.29% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.51% | +0.13% | +4.38% | |
| 13 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.50% | -0.21% | +3.72% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | — | +0.82% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.39% | -0.29% | +2.95% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.37% | +0.14% | +5.20% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.44% | +3.81% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | — | +5.62% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | — | -0.52% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.09% | — | +1.91% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.95% | +778.60% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | — | +0.57% | |
| 23 | ASML | ASML Holding N.V. | Stock-Tech | 1.06% | +0.17% | +2.43% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | +0.10% | +1.87% | |
| 25 | AAPL | Apple INC | Stock-Tech | 0.91% | — | +1.09% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | +0.07% | +11.70% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.90% | — | +2.33% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | +0.22% | — | |
| 29 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-Other | 0.89% | — | -1.64% | |
| 30 | VLO | Valero Energy CORP | Stock-Energy | 0.88% | +0.26% | -0.55% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | — | +6.44% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.87% | +0.13% | +3.17% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | — | +1.82% | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.85% | — | +7.13% | |
| 35 | MU | Micron Technology INC | Stock-Tech | 0.84% | +0.22% | +21.89% | |
| 36 | PWR | Quanta Services INC | Stock-Industrials | 0.77% | +0.15% | +0.99% | |
| 37 | OKLO | Oklo INC | Stock-Utilities | 0.77% | -0.34% | +6.32% | |
| 38 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.75% | -0.28% | +8.56% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.75% | — | +0.08% | |
| 40 | NBIS | Nebius Group NV | Stock-Other | 0.74% | +0.13% | +4.52% | |
| 41 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.73% | -0.22% | +1.09% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.72% | +0.12% | +26.64% | |
| 43 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.72% | — | +1.33% | |
| 44 | HD | Home Depot INC | Stock-Consumer Disc | 0.72% | — | +0.28% | |
| 45 | WSM | Williams-sonoma INC | Stock-Consumer Disc | 0.71% | — | +3.53% | |
| 46 | FCX | Freeport-mcmoran INC | Stock-Materials | 0.70% | +0.08% | +4.45% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.70% | — | +0.69% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | +0.08% | +26.31% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.69% | +0.15% | -0.02% | |
| 50 | PANW | Palo Alto Networks INC | Stock-Tech | 0.69% | -0.15% | — |
Performance for Q3 2026
+1%
Performance Last 4 Quarters
+28.5%
Based on 79% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 320 | $262.2M | 19 | |
| 2025-12-31 | 464 | $246.4M | 14 | |
| 2025-09-30 | 312 | $240.3M | 37 | |
| 2025-06-30 | 303 | $210.7M | 0 | |
| 2025-03-31 | 319 | $179.2M | 100 | |
| 2024-12-31 | 298 | $191.8M | 0 | |
| 2024-09-30 | 294 | $185.7M | 0 | |
| 2024-06-30 | 286 | $169.6M | 0 | |
| 2024-03-31 | 317 | $170.9M | 0 | |
| 2023-12-31 | 292 | $154.3M | 0 | |
| 2023-09-30 | 288 | $140.3M | 0 | |
| 2023-06-30 | 292 | $149.8M | 0 | |
| 2023-03-31 | 294 | $143.3M | 0 | |
| 2022-12-31 | 303 | $140.7M | 0 | |
| 2022-09-30 | 288 | $125.4M | 0 | |
| 2022-06-30 | 293 | $135.5M | 0 | |
| 2022-03-31 | 306 | $171.2M | 0 | |
| 2021-12-31 | 311 | $192.0M | 0 | |
| 2021-09-30 | 302 | $173.5M | 0 | |
| 2021-06-30 | 290 | $176.8M | 100 | |
| 2021-03-31 | 292 | $154.5M | 18 | |
| 2020-12-31 | 292 | $137.9M | 26 | |
| 2020-09-30 | 287 | $109.5M | 24 | |
| 2020-06-30 | 288 | $90.9M | 19 | |
| 2020-03-31 | 284 | $79.4M | 45 | |
| 2019-12-31 | 280 | $120.4M | 23 | |
| 2019-09-30 | 278 | $104.7M | 16 | |
| 2019-06-30 | 299 | $103.7M | 13 | |
| 2019-03-31 | 306 | $97.0M | 21 | |
| 2018-12-31 | 220 | $80.8M | — |
Legacy Bridge, LLC's most significant position changes for 2026-03-31: New buy: Western Digital CORP (WDC); New buy: Credo Technology Group Holding Ltd (CRDO); New buy: Ishares Msci Mexico ETF (EWW); New buy: Global X Msci Argentina ETF (ARGT); Sold out: Ishares Msci India ETF (INDA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1% | +778.60% | Add |
| 2 | GEV | GE Vernova INC | +0.8% | +1.35% | Add |
| 3 | STRL | Sterling Infrastructure INC | +0.7% | +4.22% | Add |
| 4 | VRT | Vertiv Holdings Co-a | +0.7% | +4.65% | Add |
| 5 | C | Citigroup INC | +0.6% | +2663.83% | Add |
| 6 | MELI | Mercadolibre INC | +0.4% | +1589.19% | Add |
| 7 | CAT | Caterpillar INC | +0.4% | +4.13% | Add |
| 8 | VLO | Valero Energy CORP | +0.3% | -0.55% | Trim |
| 9 | XOM | Exxon Mobil CORP | +0.2% | — | Unchanged |
| 10 | MU | Micron Technology INC | +0.2% | +21.89% | Add |
| 11 | ESE | Esco Technologies INC | +0.2% | +8.78% | Add |
| 12 | ASML | ASML Holding N.V. | +0.2% | +2.43% | Add |
| 13 | WMT | Walmart INC | +0.2% | +4.29% | Add |
| 14 | PWR | Quanta Services INC | +0.2% | +0.99% | Add |
| 15 | CVX | Chevron CORP | +0.2% | -0.02% | Trim |
| 16 | ETN | Eaton Corporation plc | +0.1% | +5.20% | Add |
| 17 | NXT | Nextpower Inc-cl A | +0.1% | — | Unchanged |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.38% | Add |
| 19 | DE | Deere & Co | +0.1% | +3.17% | Add |
| 20 | NBIS | Nebius Group NV | +0.1% | +4.52% | Add |
| 21 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +26.64% | Add |
| 22 | EQIX | Equinix INC | +0.1% | -0.17% | Trim |
| 23 | COST | Costco Wholesale CORP | +0.1% | +1.87% | Add |
| 24 | FCX | Freeport-mcmoran INC | +0.1% | +4.45% | Add |
| 25 | AMD | Advanced Micro Devices | +0.1% | +26.31% | Add |
| 26 | NFG | National Fuel Gas Co | +0.1% | +2.96% | Add |
| 27 | IEMG | Ishares Core Msci Emerging | +0.1% | +11.70% | Add |
| 28 | NOW | Servicenow INC | -0.1% | -2.13% | Trim |
| 29 | PANW | Palo Alto Networks INC | -0.2% | — | Unchanged |
| 30 | SNOW | Snowflake INC | -0.2% | +2.12% | Add |
| 31 | QCOM | Qualcomm INC | -0.2% | -0.56% | Trim |
| 32 | BSX | Boston Scientific CORP | -0.2% | — | Unchanged |
| 33 | AMZN | Amazon.com INC | -0.2% | +3.72% | Add |
| 34 | ISRG | Intuitive Surgical INC | -0.2% | +1.09% | Add |
| 35 | AXON | Axon Enterprise INC | -0.2% | +1.23% | Add |
| 36 | LEU | Centrus Energy Corp-class A | -0.3% | +8.56% | Add |
| 37 | LLY | Eli Lilly & Co | -0.3% | +2.95% | Add |
| 38 | CLS | Celestica INC | -0.3% | -3.27% | Trim |
| 39 | OKLO | Oklo INC | -0.3% | +6.32% | Add |
| 40 | AVGO | Broadcom INC | -0.4% | +3.96% | Add |
| 41 | MSFT | Microsoft CORP | -0.4% | +3.81% | Add |
| 42 | NVDA | Nvidia CORP | -0.5% | +1.21% | Add |
| 43 | PLTR | Palantir Technologies Inc-a | -0.9% | +2.90% | Add |
| 44 | WDC | Western Digital CORP | — | NEW | New buy |
| 45 | CRDO | Credo Technology Group Holding Ltd | — | NEW | New buy |
| 46 | EWW | Ishares Msci Mexico ETF | — | NEW | New buy |
| 47 | ARGT | Global X Msci Argentina ETF | — | NEW | New buy |
| 48 | INDA | Ishares Msci India ETF | — | EXIT | Sold out |
| 49 | ILOW | AB Internal Low Volat Eq ETF | — | NEW | New buy |
| 50 | BX | Blackstone INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-23 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-06 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-08 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-22 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-06 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-25 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-17 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-11 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-24 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-11 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-02 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-21 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-28 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-18 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-26 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-03 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-29 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-02 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-19 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-04 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-01 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-04-09 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-04 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-15 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-11 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-26 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-25 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001051487
Total reported value
$262.2M
23 stks
2025-12-31
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0002037077
Total reported value
$262.1M
10 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001760472
Total reported value
$262.3M
106 stks
2023-09-30
Stale — no recent filing
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001016150
Total reported value
$81.2M
14 stks
2026-03-31
3 of the top 5 holdings overlap, including GE Vernova INC
CIK 0001470723
Total reported value
$93.6M
24 stks
2026-03-31
3 of the top 5 holdings overlap, including GE Vernova INC
CIK 0001601904
Total reported value
$437.0M
115 stks
2026-03-31
3 of the top 5 holdings overlap, including Nvidia CORP