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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
EZU icon
276
iShare MSCI Eurozone ETF
EZU
$9.41B
$12.5K ﹤0.01%
200
+53
+36% +$3.47K
EA icon
277
Electronic Arts
EA
$52.4B
$12.2K ﹤0.01%
60
– –
MCO icon
278
Moody's
MCO
$81.7B
$10.9K ﹤0.01%
25
-10
-29% -$4.73K
VEEV icon
279
Veeva Systems
VEEV
$30.3B
$10.5K ﹤0.01%
60
– –
VMC icon
280
Vulcan Materials
VMC
$36.3B
$9.53K ﹤0.01%
35
– –
SCHD icon
281
Schwab US Dividend Equity ETF
SCHD
$102B
$9.2K ﹤0.01%
300
– –
CRML icon
282
Critical Metals Corp
CRML
$853M
$8.93K ﹤0.01%
1,125
– –
BAC icon
283
Bank of America
BAC
$435B
$7.07K ﹤0.01%
145
-366
-72% -$18.9K
VGK icon
284
Vanguard FTSE Europe ETF
VGK
$30B
$6.68K ﹤0.01%
81
– –
SLB icon
285
SLB Ltd
SLB
$77.8B
$6.42K ﹤0.01%
125
– –
POST icon
286
Post Holdings
POST
$4.12B
$5.73K ﹤0.01%
58
– –
CL icon
287
Colgate-Palmolive
CL
$72.6B
$5.46K ﹤0.01%
64
– –
IWD icon
288
iShares Russell 1000 Value ETF
IWD
$82B
$5.34K ﹤0.01%
25
– –
RSP icon
289
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$4.8K ﹤0.01%
+25
New +$4.95K
UNH icon
290
UnitedHealth
UNH
$382B
$4.33K ﹤0.01%
16
-48
-75% -$14.3K
XLC icon
291
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$4.1K ﹤0.01%
37
– –
BSV icon
292
Vanguard Short-Term Bond ETF
BSV
$44.6B
$3.92K ﹤0.01%
50
– –
RKT icon
293
Rocket Companies
RKT
$36.9B
$3.92K ﹤0.01%
275
– –
BIV icon
294
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$3.86K ﹤0.01%
50
– –
ARM icon
295
Arm
ARM
$278B
$3.78K ﹤0.01%
+25
New +$3.03K
AMGN icon
296
Amgen
AMGN
$203B
$3.52K ﹤0.01%
10
-26
-72% -$9.27K
SCCO icon
297
Southern Copper
SCCO
$141B
$3.44K ﹤0.01%
20
– –
ETHE
298
Grayscale Ethereum Staking ETF Shares
ETHE
$1.51B
$3.41K ﹤0.01%
200
– –
BKR icon
299
Baker Hughes
BKR
$56.8B
$3.36K ﹤0.01%
55
-244
-82% -$14.1K
TIP icon
300
iShares TIPS Bond ETF
TIP
$14.5B
$3.09K ﹤0.01%
28
– –
10 11
12
13 14

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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.