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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
+2.32%
1 Year Est. Return
+56.69%
3 Year Est. Return
+149.16%
5 Year Est. Return
+178.3%
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$6.07M
Cap. Flow
+$5.41M
Cap. Flow %
2.2%
Top 10 Hldgs %
27.5%
Holding
474
New
162
Increased
126
Reduced
43
Closed
10

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$1.3M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.25M
3
MU icon
Micron Technology
MU
+$1.04M
4
NVDA icon
NVIDIA
NVDA
+$524K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$495K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$2.85M
2
ONON icon
On Holding
ONON
+$922K
3
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$73.2K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$71.3K
5
TTE icon
TotalEnergies
TTE
+$65.6K

Sector Composition

Rank Sector Weight
1 Technology 28.89%
2 Industrials 15.69%
3 Financials 10.82%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
P
276
Everpure Inc
P
$24.8B
$15.1K 0.01%
225
– –
MKL icon
277
Markel Group
MKL
$25B
$15K 0.01%
7
– –
EOSE icon
278
Eos Energy Enterprises
EOSE
$1.23B
$14.9K 0.01%
1,300
+600
+86% +$8.62K
CIFR icon
279
Cipher Digital
CIFR
$9.47B
$14.8K 0.01%
+1,000
New +$17.7K
TPL icon
280
Texas Pacific Land
TPL
$28.9B
$14.6K 0.01%
51
– –
SCHE icon
281
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$14.4K 0.01%
440
– –
D icon
282
Dominion Energy
D
$62.5B
$14.4K 0.01%
245
– –
GILD icon
283
Gilead Sciences
GILD
$161B
$14.2K 0.01%
+116
New +$14.1K
BKR icon
284
Baker Hughes
BKR
$56.8B
$13.6K 0.01%
299
+244
+444% +$11.6K
WSO icon
285
Watsco Inc
WSO
$14.9B
$13.5K 0.01%
40
– –
VEEV icon
286
Veeva Systems
VEEV
$30.3B
$13.4K 0.01%
60
+10
+20% +$2.65K
MCK icon
287
McKesson
MCK
$98.5B
$13.1K 0.01%
+16
New +$13.1K
NEM icon
288
Newmont
NEM
$98.2B
$12.9K 0.01%
+129
New +$11.7K
HCA icon
289
HCA Healthcare
HCA
$84.8B
$12.6K 0.01%
+27
New +$12.5K
USRT icon
290
iShares Core US REIT ETF
USRT
$4.74B
$12.4K 0.01%
218
-61
-22% -$3.53K
EA icon
291
Electronic Arts
EA
$52.4B
$12.3K 0.01%
60
– –
XPO icon
292
XPO
XPO
$25B
$12.2K 0.01%
90
– –
MNST icon
293
Monster Beverage
MNST
$91.4B
$11.8K ﹤0.01%
+154
New +$11K
AMGN icon
294
Amgen
AMGN
$203B
$11.8K ﹤0.01%
36
+25
+227% +$7.93K
ROST icon
295
Ross Stores
ROST
$76.6B
$11.7K ﹤0.01%
+65
New +$10.8K
SPG icon
296
Simon Property Group
SPG
$74.5B
$11.7K ﹤0.01%
+63
New +$11.4K
ALL icon
297
Allstate
ALL
$66.9B
$11.7K ﹤0.01%
+56
New +$11.5K
GM icon
298
General Motors
GM
$74.7B
$11.6K ﹤0.01%
+143
New +$10.1K
HLT icon
299
Hilton Worldwide
HLT
$74B
$11.5K ﹤0.01%
+40
New +$10.9K
SCHW
300
Charles Schwab
SCHW
$177B
$11.5K ﹤0.01%
115
+113
+5,650% +$10.7K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Legacy Bridge held 474 positions worth $246M, up 2.5% from $240M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Legacy Bridge's Q4 2025 filing shows 162 new, 126 increased, 43 reduced and 10 closed positions. Its largest new stake was Iris Energy: 1,350 shares worth $51K. The largest sale was Broadcom, an estimated $2.85M.

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

  • Legacy Bridge's largest Q4 2025 buy was Iris Energy: 1,350 shares worth $51K.
  • Legacy Bridge added most to Advanced Micro Devices in Q4 2025, an estimated $1.3M increase.
  • Legacy Bridge's biggest Q4 2025 reduction was Broadcom, cutting an estimated $2.85M.
  • Legacy Bridge fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $73.2K.
  • Legacy Bridge's ten largest holdings make up 27% of its $246M portfolio in Q4 2025.
  • Legacy Bridge opened 162 new positions and closed 10 in Q4 2025.
  • Legacy Bridge's portfolio value rose 2.5% quarter-over-quarter to $246M.

Based on Legacy Bridge's 13F filing for Q4 2025, filed 23 Jan 2026.