LB

Legacy Bridge, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

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Personality snowflake

Concentration
5.4
Portfolio Stability
19.48
Momentum/Contrarian
100
Sector conviction
56.72
Diversification
100
Sizing Uniformity
81.75

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech4.34%-0.54%+1.21%
2GEVGE Vernova INCStock-Industrials3.88%+0.83%+1.35%
3PLTRPalantir Technologies Inc-aStock-Tech3.38%-0.86%+2.90%
4STRLSterling Infrastructure INCStock-Industrials2.98%+0.69%+4.22%
5AVGOBroadcom INCStock-Tech2.66%-0.39%+3.96%
6WTBAWest BancorporationStock-Other2.23%—-3.38%
7CATCaterpillar INCStock-Industrials2.07%+0.36%+4.13%
8CLSCelestica INCStock-Tech1.92%-0.30%-3.27%
9VRTVertiv Holdings Co-aStock-Industrials1.90%+0.65%+4.65%
10ANETArista Networks INCStock-Tech1.84%—+2.60%
11WMTWalmart INCStock-Consumer Staples1.83%+0.16%+4.29%
12TSMTaiwan Semiconductor-sp AdrStock-Tech1.51%+0.13%+4.38%
13AMZNAmazon.com INCStock-Consumer Disc1.50%-0.21%+3.72%
14BRK-BBerkshire Hathaway Inc-cl BStock-Other1.46%—+0.82%
15LLYEli Lilly & CoStock-Healthcare1.39%-0.29%+2.95%
16ETNEaton Corporation plcStock-Industrials1.37%+0.14%+5.20%
17MSFTMicrosoft CORPStock-Tech1.29%-0.44%+3.81%
18GOOGAlphabet Inc-cl CStock-Comm Services1.17%—+5.62%
19JNJJohnson & JohnsonStock-Healthcare1.15%—-0.52%
20PHParker Hannifin CORPStock-Industrials1.09%—+1.91%
21IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.09%+0.95%+778.60%
22JPMJpmorgan Chase & CoStock-Financials1.09%—+0.57%
23ASMLASML Holding N.V.Stock-Tech1.06%+0.17%+2.43%
24COSTCostco Wholesale CORPStock-Consumer Staples1.04%+0.10%+1.87%
25AAPLApple INCStock-Tech0.91%—+1.09%
26IEMGIshares Core Msci EmergingETF-Emerging Markets0.90%+0.07%+11.70%
27IWOIshares Russell 2000 GrowthETF-Small Cap0.90%—+2.33%
28XOMExxon Mobil CORPStock-Energy0.90%+0.22%—
29PREFPri Spe Pre Sec Acti-usd INCETF-Other0.89%—-1.64%
30VLOValero Energy CORPStock-Energy0.88%+0.26%-0.55%
31VEAVanguard Ftse Developed ETFETF-Other0.87%—+6.44%
32DEDeere & CoStock-Industrials0.87%+0.13%+3.17%
33IWMIshares Russell 2000 ETFETF-Small Cap0.86%—+1.82%
34BNYBank Of New York Mellon CORPStock-Financials0.85%—+7.13%
35MUMicron Technology INCStock-Tech0.84%+0.22%+21.89%
36PWRQuanta Services INCStock-Industrials0.77%+0.15%+0.99%
37OKLOOklo INCStock-Utilities0.77%-0.34%+6.32%
38LEUCentrus Energy Corp-class AStock-Energy0.75%-0.28%+8.56%
39VXUSVanguard Total Intl StockETF-Other0.75%—+0.08%
40✓ Nebius Group NVStock-Other0.74%+0.13%+4.52%
41ISRGIntuitive Surgical INCStock-Healthcare0.73%-0.22%+1.09%
42IXUSIshares Core Intl Stock ETFETF-Other0.72%+0.12%+26.64%
43LOWLowe's Cos INCStock-Consumer Disc0.72%—+1.33%
44HDHome Depot INCStock-Consumer Disc0.72%—+0.28%
45WSMWilliams-sonoma INCStock-Consumer Disc0.71%—+3.53%
46FCXFreeport-mcmoran INCStock-Materials0.70%+0.08%+4.45%
47IWRIshares Russell Mid-cap ETFETF-Other0.70%—+0.69%
48AMDAdvanced Micro DevicesStock-Tech0.70%+0.08%+26.31%
49CVXChevron CORPStock-Energy0.69%+0.15%-0.02%
50PANWPalo Alto Networks INCStock-Tech0.69%-0.15%—
1–50 of 320

Holding changes this quarter

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).

Position changes disclosed by Legacy Bridge, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IVVIshares Core S&p 500 ETF+1%+778.60%Add
2GEVGE Vernova INC+0.8%+1.35%Add
3STRLSterling Infrastructure INC+0.7%+4.22%Add
4VRTVertiv Holdings Co-a+0.7%+4.65%Add
5CCitigroup INC+0.6%+2663.83%Add
6MELIMercadolibre INC+0.4%+1589.19%Add
7CATCaterpillar INC+0.4%+4.13%Add
8VLOValero Energy CORP+0.3%-0.55%Trim
9XOMExxon Mobil CORP+0.2%—Unchanged
10MUMicron Technology INC+0.2%+21.89%Add
11ESEEsco Technologies INC+0.2%+8.78%Add
12ASMLASML Holding N.V.+0.2%+2.43%Add
13WMTWalmart INC+0.2%+4.29%Add
14PWRQuanta Services INC+0.2%+0.99%Add
15CVXChevron CORP+0.2%-0.02%Trim
16ETNEaton Corporation plc+0.1%+5.20%Add
17NXTNextpower Inc-cl A+0.1%—Unchanged
18TSMTaiwan Semiconductor-sp Adr+0.1%+4.38%Add
19DEDeere & Co+0.1%+3.17%Add
20✓ Nebius Group NV+0.1%+4.52%Add
21IXUSIshares Core Intl Stock ETF+0.1%+26.64%Add
22EQIXEquinix INC+0.1%-0.17%Trim
23COSTCostco Wholesale CORP+0.1%+1.87%Add
24FCXFreeport-mcmoran INC+0.1%+4.45%Add
25AMDAdvanced Micro Devices+0.1%+26.31%Add
26NFGNational Fuel Gas Co+0.1%+2.96%Add
27IEMGIshares Core Msci Emerging+0.1%+11.70%Add
28NOWServicenow INC-0.1%-2.13%Trim
29PANWPalo Alto Networks INC-0.2%—Unchanged
30SNOWSnowflake INC-0.2%+2.12%Add
31QCOMQualcomm INC-0.2%-0.56%Trim
32BSXBoston Scientific CORP-0.2%—Unchanged
33AMZNAmazon.com INC-0.2%+3.72%Add
34ISRGIntuitive Surgical INC-0.2%+1.09%Add
35AXONAxon Enterprise INC-0.2%+1.23%Add
36LEUCentrus Energy Corp-class A-0.3%+8.56%Add
37LLYEli Lilly & Co-0.3%+2.95%Add
38CLSCelestica INC-0.3%-3.27%Trim
39OKLOOklo INC-0.3%+6.32%Add
40AVGOBroadcom INC-0.4%+3.96%Add
41MSFTMicrosoft CORP-0.4%+3.81%Add
42NVDANvidia CORP-0.5%+1.21%Add
43PLTRPalantir Technologies Inc-a-0.9%+2.90%Add
44WDCWestern Digital CORP—NEWNew buy
45CRDOCredo Technology Group Holding Ltd—NEWNew buy
46EWWIshares Msci Mexico ETF—NEWNew buy
47ARGTGlobal X Msci Argentina ETF—NEWNew buy
48INDAIshares Msci India ETF—EXITSold out
49ILOWAB Internal Low Volat Eq ETF—NEWNew buy
50BXBlackstone INC—EXITSold out

FAQ

What is Legacy Bridge, LLC and what type of investor is it?
Legacy Bridge, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $262.2M, spread across 320 disclosed positions.
What are Legacy Bridge, LLC's largest equity positions?
Based on the latest 13F filing, Legacy Bridge, LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $11.4M (4.3%) 2. GE Vernova INC (GEV) — $10.2M (3.9%) 3. Palantir Technologies Inc-a (PLTR) — $8.9M (3.4%) 4. Sterling Infrastructure INC (STRL) — $7.8M (3.0%) 5. Broadcom INC (AVGO) — $7.0M (2.7%)
What changes did Legacy Bridge, LLC make in its most recent portfolio filing?
In the latest reported quarter, Legacy Bridge, LLC made 46 notable position adjustments: 5 new positions were initiated, 33 existing holdings were added to, 6 positions were partially reduced, and 2 were completely exited. The largest of these moves: 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)
What sectors does Legacy Bridge, LLC focus on?
Legacy Bridge, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.8% • Industrials: 21.5% • Financials: 10.0% • Health Care: 7.5% • Consumer Discretionary: 7.3% • Energy: 6.0%

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