We are live on ! Find out more
Legacy Bridge

Legacy Bridge Portfolio holdings

AUM $324M Turnover 7.78%
1-Year Est. Return 70.13%
This Fund
S&P 500
This Quarter Est. Return
+38.27%
1 Year Est. Return
+70.13%
3 Year Est. Return
+225.29%
5 Year Est. Return
+254.03%
10 Year Est. Return
–
AUM
$324M
AUM Growth
+$61.6M
Cap. Flow
+$582K
Cap. Flow %
0.18%
Top 10 Hldgs %
27.07%
Holding
334
New
14
Increased
63
Reduced
55
Closed
12
Avg Time Held
4.5 years
Top 10 Avg Time Held
1.5 years
Top 20 Avg Time Held
2.1 years

Top Buys

Rank Stock Value
1
TER icon
Teradyne
TER
+$2.38M
2
STX icon
Seagate
STX
+$2.25M
3
POWL icon
Powell Industries
POWL
+$1.55M
4
RKLB icon
Rocket Lab Corp
RKLB
+$1.38M
5
BWXT icon
BWX Technologies
BWXT
+$1.26M

Top Sells

Rank Stock Value
1
STRL icon
Sterling Infrastructure
STRL
+$3.17M
2
NVDA icon
NVIDIA
NVDA
+$1.28M
3
AVGO icon
Broadcom
AVGO
+$852K
4
CELH icon
Celsius Holdings
CELH
+$627K
5
WTBA icon
West Bancorporation
WTBA
+$492K

Sector Composition

Rank Sector Weight
1 Technology 31.82%
2 Industrials 20.6%
3 Miscellaneous 16.1%
4 Financials 8.86%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
GEV icon
1
GE Vernova
GEV
$217B
$13.3M 4.1%
11,289
-361
-3% -$368K
2024 Q3
7 quarters
STRL icon
2
Sterling Infrastructure
STRL
$10.9B
$12.3M 3.81%
14,700
-4,517
-24% -$3.17M
2023 Q4
10 quarters
NVDA icon
3
NVIDIA
NVDA
$5.09T
$11.8M 3.65%
58,994
-6,241
-10% -$1.28M
2019 Q3
27 quarters
CAT icon
4
Caterpillar
CAT
$316B
$8.18M 2.53%
7,679
+10
+0.1% +$8.78K
2018 Q4
30 quarters
AVGO icon
5
Broadcom
AVGO
$1.54T
$7.71M 2.38%
20,418
-2,124
-9% -$852K
2019 Q4
26 quarters
MU icon
6
Micron Technology
MU
$993B
$7.43M 2.29%
6,433
-109
-2% -$81.7K
2024 Q3
7 quarters
PLTR icon
7
Palantir
PLTR
$473B
$7.05M 2.18%
60,435
-85
-0.1% -$11.6K
2024 Q1
9 quarters
ANET icon
8
Arista Networks
ANET
$217B
$6.72M 2.08%
39,572
+185
+0.5% +$29.1K
2019 Q1
29 quarters
VRT icon
9
Vertiv
VRT
$74.8B
$6.72M 2.08%
20,066
+132
+0.7% +$41.9K
2024 Q1
9 quarters
CLS icon
10
Celestica
CLS
$32.8B
$6.45M 1.99%
17,676
-207
-1% -$77.7K
2024 Q1
9 quarters
WTBA icon
11
West Bancorporation
WTBA
$519M
$5.98M 1.85%
225,579
-20,222
-8% -$492K
2018 Q4
30 quarters
TSM icon
12
TSMC
TSM
$2.17T
$5.59M 1.73%
11,697
+6
+0.1% +$2.44K
2024 Q1
9 quarters
NBIS icon
13
Nebius Group N.V.
NBIS
$43.2B
$5.34M 1.65%
19,328
+520
+3% +$103K
2025 Q2
4 quarters
AMD icon
14
Advanced Micro Devices
AMD
$844B
$5.32M 1.64%
9,160
+182
+2% +$74.6K
2019 Q2
28 quarters
LLY icon
15
Eli Lilly
LLY
$1.14T
$4.77M 1.47%
3,978
+2
+0.1% +$2.04K
2018 Q4
30 quarters
AMZN icon
16
Amazon
AMZN
$2.68T
$4.53M 1.4%
18,992
+86
+0.5% +$21.6K
2018 Q4
30 quarters
WMT icon
17
Walmart Inc
WMT
$951B
$4.39M 1.35%
38,731
+160
+0.4% +$19.9K
2018 Q4
30 quarters
ETN icon
18
Eaton
ETN
$142B
$4.34M 1.34%
10,179
+156
+2% +$62.9K
2018 Q4
30 quarters
ASML icon
19
ASML
ASML
$606B
$4.23M 1.31%
2,126
+15
+0.7% +$23.9K
2023 Q4
10 quarters
CRDO icon
20
Credo Technology Group
CRDO
$27.7B
$4.09M 1.26%
15,030
+95
+0.6% +$18.8K
2026 Q1
1 quarter
PANW icon
21
Palo Alto Networks
PANW
$311B
$3.83M 1.18%
11,236
– –
2018 Q4
30 quarters
WDC icon
22
Western Digital
WDC
$129B
$3.79M 1.17%
5,926
+136
+2% +$66.1K
2026 Q1
1 quarter
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.16T
$3.78M 1.17%
7,557
-410
-5% -$197K
2018 Q4
30 quarters
GOOG icon
24
Alphabet (Google) Class C
GOOG
$3.88T
$3.78M 1.17%
10,695
+45
+0.4% +$16.1K
2018 Q4
30 quarters
JCI icon
25
Johnson Controls International
JCI
$87.2B
$3.42M 1.06%
23,379
+340
+1% +$48K
2020 Q4
22 quarters
1
2 3 4 5

Similar funds

MCM
Magarian Capital Management San Antonio, Texas $324M AUM
Orion Capital Management
Orion Capital Management Coronado, California $323M AUM 25.22% 1-Year Est. Return
Silver Heights Capital Management
Silver Heights Capital Management Toronto, Ontario, Canada $324M AUM 55.4% 1-Year Est. Return
National Wealth Management Group
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
United Community Bank
United Community Bank Greenville, South Carolina $323M AUM 21.07% 1-Year Est. Return
NWK Group
NWK Group San Francisco, California $324M AUM 55.52% 1-Year Est. Return
Walker Financial Services
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return

Legacy Bridge's Q2 2026 Portfolio in Review

As of Q2 2026, Legacy Bridge held 334 positions worth $324M, up 23% from $262M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Legacy Bridge's Q2 2026 filing shows 14 new, 63 increased, 55 reduced and 12 closed positions. Its largest new stake was Teradyne: 6,300 shares worth $3.05M. The largest sale was Sterling Infrastructure, an estimated $3.17M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 27% a quarter earlier, followed by Industrials and Miscellaneous.

  • Legacy Bridge's largest Q2 2026 buy was Teradyne: 6,300 shares worth $3.05M.
  • Legacy Bridge added most to Rocket Lab Corp in Q2 2026, an estimated $1.38M increase.
  • Legacy Bridge's biggest Q2 2026 reduction was Sterling Infrastructure, cutting an estimated $3.17M.
  • Legacy Bridge fully exited Celsius Holdings in Q2 2026, selling an estimated $627K.
  • Legacy Bridge's ten largest holdings make up 27% of its $324M portfolio in Q2 2026.
  • Legacy Bridge opened 14 new positions and closed 12 in Q2 2026.
  • Legacy Bridge's portfolio value rose 23% quarter-over-quarter to $324M.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.