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CIK: 0001689144
Total reported value
$323.8M
$323.8M
320 檔
14.0%
In Q1 2026, Legacy Bridge, LLC's U.S. equity holdings reached a combined market value of $323.8M, distributed across 320 disclosed stock positions.
Legacy Bridge, LLC executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 30 holdings and trimming 39 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GEV, PLTR) accounted for 14.0% of total reported equity market value during Q1 2026.
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% | -0.69% | +1.21% | |
| 2 | GEV | GE Vernova Inc | Stock-Industrials | 3.88% | +0.22% | +1.35% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.38% | -1.20% | +2.90% | |
| 4 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 2.98% | +0.83% | +4.22% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.66% | -0.28% | +3.96% | |
| 6 | WTBA | West Bancorporation | Stock-Other | 2.23% | -0.38% | -3.38% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.07% | +0.46% | +4.13% | |
| 8 | CLS | Celestica Inc | Stock-Tech | 1.92% | +0.07% | -3.27% | |
| 9 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.90% | +0.18% | +4.65% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 1.84% | +0.24% | +2.60% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.83% | -0.48% | +4.29% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.51% | +0.22% | +4.38% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | -0.10% | +3.72% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.29% | +0.82% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.39% | +0.08% | +2.95% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.37% | -0.03% | +5.20% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.24% | +3.81% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | — | +5.62% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.09% | -0.52% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.09% | -0.12% | +1.91% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | -0.07% | +778.60% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.11% | +0.57% | |
| 23 | ASML | ASML Holding N.V. | Stock-Tech | 1.06% | +0.25% | +2.43% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.25% | +1.87% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.91% | -0.07% | +1.09% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | -0.02% | +11.70% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.90% | +0.04% | +2.33% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.30% | — | |
| 29 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.89% | -0.17% | -1.64% | |
| 30 | VLO | Valero Energy CORP | Stock-Energy | 0.88% | -0.13% | -0.55% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | -0.07% | +6.44% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.87% | -0.08% | +3.17% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | -0.02% | +1.82% | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.85% | -0.01% | +7.13% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.84% | +1.45% | +21.89% | |
| 36 | PWR | Quanta Services Inc | Stock-Industrials | 0.77% | +0.10% | +0.99% | |
| 37 | OKLO | Oklo Inc | Stock-Utilities | 0.77% | -0.11% | +6.32% | |
| 38 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.75% | -0.16% | +8.56% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.75% | -0.08% | +0.08% | |
| 40 | NBIS | Nebius Group N.V. | Stock-Other | 0.74% | +0.91% | +4.52% | |
| 41 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.73% | -0.24% | +1.09% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.72% | -0.07% | +26.64% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.17% | +1.33% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.10% | +0.28% | |
| 45 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.71% | +0.03% | +3.53% | |
| 46 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.70% | -0.10% | +4.45% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.70% | -0.06% | +0.69% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | +0.94% | +26.31% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.25% | -0.02% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | +0.49% | — |
| # | 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 N.V. | +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 | COP | Conocophillips | +0.1% | -1.08% | Trim |
| 29 | DLR | Digital Realty Trust Inc | +0.1% | -0.27% | Trim |
| 30 | CCJ | Cameco CORP | +0.1% | +0.09% | Add |
| 31 | NEE | Nextera Energy Inc | +0.1% | +3.76% | Add |
| 32 | VWO | Vanguard Ftse Emerging Marke | 0% | +15.86% | Add |
| 33 | RIO | Rio Tinto Plc-spon Adr | 0% | — | Unchanged |
| 34 | IREN | IREN Limited | 0% | +179.63% | Add |
| 35 | JNJ | Johnson & Johnson | 0% | -0.52% | Trim |
| 36 | BNY | Bank Of New York Mellon CORP | 0% | +7.13% | Add |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | +6.44% | Add |
| 38 | VTWO | Vanguard Russell 2000 ETF | 0% | +11.72% | Add |
| 39 | PFE | Pfizer Inc | 0% | -0.26% | Trim |
| 40 | SCHF | Schwab Intl Equity ETF | 0% | +7.76% | Add |
| 41 | LMT | Lockheed Martin CORP | 0% | +2.87% | Add |
| 42 | VOO | Vanguard S&p 500 ETF | 0% | +13.45% | Add |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | +37.61% | Add |
| 44 | VTV | Vanguard Value ETF | 0% | +27.06% | Add |
| 45 | CASY | Casey's General Stores Inc | 0% | — | Unchanged |
| 46 | MPC | Marathon Petroleum CORP | 0% | -11.09% | Trim |
| 47 | NVTS | Navitas Semiconductor CORP | 0% | — | Unchanged |
| 48 | SU | Suncor Energy Inc | 0% | — | Unchanged |
| 49 | DAR | Darling Ingredients Inc | 0% | — | Unchanged |
| 50 | AGG | Ishares Core U.s. Aggregate | 0% | +532.00% | Add |
According to official SEC Form 13F filings, Legacy Bridge, LLC reported a total U.S. public equity portfolio value of $323.8M across 320 disclosed positions in Q1 2026.
During Q1 2026, Legacy Bridge, LLC's top holdings by market value included NVDA (4.3%)、GEV (3.9%)、PLTR (3.4%). The largest single position, NVDA, represented 4.3% of total portfolio value.
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Top New Position Initiated
WDC
市值: $1.6M
Top Position Liquidated / Trimmed
INDA
前期市值: $804.8K
In Q1 2026, Legacy Bridge, LLC made 159 total portfolio adjustments, initiating 8 new buys, adding to 82 positions, trimming 39 holdings, and fully liquidating 30 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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