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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
+3.87%
1 Year Est. Return
+56.69%
3 Year Est. Return
+149.16%
5 Year Est. Return
+178.3%
10 Year Est. Return
–
AUM
$262M
AUM Growth
+$15.8M
Cap. Flow
+$15.3M
Cap. Flow %
5.85%
Top 10 Hldgs %
27.21%
Holding
482
New
18
Increased
91
Reduced
57
Closed
162

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.66M
2
CRDO icon
Credo Technology Group
CRDO
+$1.82M
3
WDC icon
Western Digital
WDC
+$1.51M
4
C icon
Citigroup
C
+$1.46M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.28M

Top Sells

Rank Stock Value
1
INDA icon
iShares MSCI India ETF
INDA
+$805K
2
BX icon
Blackstone
BX
+$391K
3
WTBA icon
West Bancorporation
WTBA
+$205K
4
CLS icon
Celestica
CLS
+$175K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$93.4K

Sector Composition

Rank Sector Weight
1 Technology 26.82%
2 Industrials 18.19%
3 Financials 10.19%
4 Consumer Discretionary 5.82%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$11.4M 4.34%
65,235
+777
+1% +$143K
GEV icon
2
GE Vernova
GEV
$270B
$10.2M 3.88%
11,650
+155
+1% +$121K
PLTR icon
3
Palantir
PLTR
$295B
$8.85M 3.38%
60,520
+1,708
+3% +$261K
STRL icon
4
Sterling Infrastructure
STRL
$20.3B
$7.83M 2.98%
19,217
+779
+4% +$305K
AVGO icon
5
Broadcom
AVGO
$1.82T
$6.98M 2.66%
22,542
+859
+4% +$283K
WTBA icon
6
West Bancorporation
WTBA
$464M
$5.85M 2.23%
245,801
-8,600
-3% -$205K
CAT icon
7
Caterpillar
CAT
$409B
$5.43M 2.07%
7,669
+304
+4% +$211K
CLS icon
8
Celestica
CLS
$35.1B
$5.04M 1.92%
17,883
-604
-3% -$175K
VRT icon
9
Vertiv
VRT
$112B
$5M 1.91%
19,934
+885
+5% +$196K
ANET icon
10
Arista Networks
ANET
$219B
$4.84M 1.84%
39,387
+1,000
+3% +$134K
WMT icon
11
Walmart Inc
WMT
$871B
$4.79M 1.83%
38,571
+1,585
+4% +$195K
TSM icon
12
TSMC
TSM
$2.09T
$3.95M 1.51%
11,691
+491
+4% +$169K
AMZN icon
13
Amazon
AMZN
$2.5T
$3.94M 1.5%
18,906
+678
+4% +$149K
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.82M 1.46%
7,967
+65
+0.8% +$31.9K
LLY icon
15
Eli Lilly
LLY
$1.07T
$3.66M 1.39%
3,976
+114
+3% +$116K
ETN icon
16
Eaton
ETN
$157B
$3.58M 1.37%
10,023
+495
+5% +$176K
MSFT icon
17
Microsoft
MSFT
$2.84T
$3.38M 1.29%
9,124
+335
+4% +$140K
GOOG icon
18
Alphabet (Google) Class C
GOOG
$3.9T
$3.06M 1.17%
10,650
+567
+6% +$178K
JCI icon
19
Johnson Controls International
JCI
$87.5B
$3.02M 1.15%
23,039
-120
-0.5% -$15.5K
PH icon
20
Parker-Hannifin
PH
$125B
$2.87M 1.09%
3,207
+60
+2% +$56.8K
IVV icon
21
iShares Core S&P 500 ETF
IVV
$876B
$2.87M 1.09%
4,393
+3,893
+779% +$2.66M
JPM icon
22
JPMorgan Chase
JPM
$939B
$2.86M 1.09%
9,712
+55
+0.6% +$16.7K
ASML icon
23
ASML
ASML
$675B
$2.79M 1.06%
2,111
+50
+2% +$68.5K
COST icon
24
Costco
COST
$415B
$2.72M 1.04%
2,725
+50
+2% +$48.7K
AAPL icon
25
Apple
AAPL
$4.89T
$2.37M 0.91%
9,354
+101
+1% +$26.3K
1
2 3 4 5

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TSW
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PIP
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1CM
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KA
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LCGC
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DEA
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Legacy Bridge's Q1 2026 Portfolio in Review

As of Q1 2026, Legacy Bridge held 482 positions worth $262M, up 6.4% from $246M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Legacy Bridge deployed $15.3M of net new capital in Q1 2026, opening 18 new positions and adding to 91 existing holdings. Its largest new stake was Credo Technology Group: 14,935 shares worth $1.4M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was West Bancorporation, an estimated $205K trimmed.

  • Legacy Bridge's largest Q1 2026 buy was Credo Technology Group: 14,935 shares worth $1.4M.
  • Legacy Bridge added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $2.66M increase.
  • Legacy Bridge's biggest Q1 2026 reduction was West Bancorporation, cutting an estimated $205K.
  • Legacy Bridge fully exited iShares MSCI India ETF in Q1 2026, selling an estimated $805K.
  • Legacy Bridge's ten largest holdings make up 27% of its $262M portfolio in Q1 2026.
  • Legacy Bridge opened 18 new positions and closed 162 in Q1 2026.
  • Legacy Bridge's portfolio value rose 6.4% quarter-over-quarter to $262M.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.