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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
XLV icon
251
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$19.4K 0.01%
132
– –
CRM icon
252
Salesforce
CRM
$134B
$19.2K 0.01%
103
– –
KLAC icon
253
KLA
KLAC
$275B
$19.1K 0.01%
130
– –
LEN icon
254
Lennar Class A
LEN
$20.4B
$18.7K 0.01%
215
-29
-12% -$3.13K
IBM icon
255
IBM
IBM
$202B
$18.2K 0.01%
75
– –
MRVL icon
256
Marvell Technology
MRVL
$174B
$17.8K 0.01%
180
– –
XPO icon
257
XPO
XPO
$25B
$17.5K 0.01%
90
– –
DKNG icon
258
DraftKings
DKNG
$11.4B
$17.3K 0.01%
800
– –
USRT icon
259
iShares Core US REIT ETF
USRT
$4.74B
$17.2K 0.01%
291
+73
+33% +$4.39K
EEM icon
260
iShares MSCI Emerging Markets ETF
EEM
$28B
$17K 0.01%
300
– –
AGG icon
261
iShares Core US Aggregate Bond ETF
AGG
$138B
$15.7K 0.01%
158
+133
+532% +$13.3K
IDEV icon
262
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$15.6K 0.01%
187
– –
CUT icon
263
Invesco MSCI Global Timber ETF
CUT
$31.9M
$15.4K 0.01%
539
– –
D icon
264
Dominion Energy
D
$62.5B
$15.1K 0.01%
245
– –
CDNS icon
265
Cadence Design Systems
CDNS
$90B
$15K 0.01%
54
-28
-34% -$8.35K
WSO icon
266
Watsco Inc
WSO
$14.9B
$14.6K 0.01%
40
– –
SCHE icon
267
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$14.5K 0.01%
440
– –
EOSE icon
268
Eos Energy Enterprises
EOSE
$1.23B
$13.9K 0.01%
2,800
+1,500
+115% +$16.1K
P
269
Everpure Inc
P
$24.8B
$13.9K 0.01%
235
+10
+4% +$677
MDB icon
270
MongoDB
MDB
$24B
$13.5K 0.01%
55
– –
BABA icon
271
Alibaba
BABA
$269B
$13.4K 0.01%
107
– –
MKL icon
272
Markel Group
MKL
$25B
$13.4K 0.01%
7
– –
DDOG icon
273
Datadog
DDOG
$87.9B
$13.2K 0.01%
112
– –
CIFR icon
274
Cipher Digital
CIFR
$9.47B
$13.1K 0.01%
1,020
+20
+2% +$317
AAOI icon
275
Applied Optoelectronics
AAOI
$8.04B
$12.7K ﹤0.01%
+150
New +$9.57K
9 10
11
12 13

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TSW
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PIP
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1CM
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KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return
LCGC
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DEA
DoubleLine ETF Adviser Tampa, Florida $263M AUM 8.83% 1-Year Est. Return

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.