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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
(+2.5%)
Cap. Flow
+$5.41M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
27.5%
Holding
474
New
162
Increased
126
Reduced
43
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$1.3M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.25M |
| 3 |
Micron Technology
MU
|
+$1.04M |
| 4 |
NVIDIA
NVDA
|
+$524K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$495K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$2.85M |
| 2 |
On Holding
ONON
|
+$922K |
| 3 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$73.2K |
| 4 |
Principal Spectrum Preferred Securities Active ETF
PREF
|
+$71.3K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
Vertex Pharmaceuticals
VRTX
$121B
| $10.9K | ﹤0.01% |
+24
| New | +$10.3K |
|
302
Analog Devices
ADI
$181B
| $10.8K | ﹤0.01% |
+40
| New | +$10.1K |
|
303
Welltower
WELL
$178B
| $10.8K | ﹤0.01% |
+58
| New | +$10.8K |
|
304
TransDigm Group
TDG
$69.2B
| $10.6K | ﹤0.01% |
+8
| New | +$10.5K |
|
305
ResMed
RMD
$28.3B
| $10.6K | ﹤0.01% |
+44
| New | +$11.3K |
|
306
Amphenol
APH
$188B
| $10.5K | ﹤0.01% |
78
+57
| +271% | +$7.62K |
|
307
Vulcan Materials
VMC
$36.3B
| $9.98K | ﹤0.01% |
35
| – | – |
|
308
Marriott International
MAR
$98.7B
| $9.93K | ﹤0.01% |
+32
| New | +$9.14K |
|
309
Pultegroup
PHM
$24.5B
| $9.5K | ﹤0.01% |
+81
| New | +$9.94K |
|
|
IVES
310
Dan IVES Wedbush AI Revolution ETF
IVES
$991M
| $9.48K | ﹤0.01% |
300
+250
| +500% | +$8.18K |
|
311
iShare MSCI Eurozone ETF
EZU
$9.41B
| $9.42K | ﹤0.01% |
147
| – | – |
|
312
Verizon
VZ
$194B
| $9.29K | ﹤0.01% |
+228
| New | +$9.25K |
|
313
Travelers Companies
TRV
$80.8B
| $9.28K | ﹤0.01% |
+32
| New | +$9.01K |
|
314
Kenvue
KVUE
$37B
| $9.25K | ﹤0.01% |
+536
| New | +$8.76K |
|
315
Boston Properties
BXP
$11B
| $9.04K | ﹤0.01% |
+134
| New | +$9.53K |
|
316
Phillips 66
PSX
$82.9B
| $9.03K | ﹤0.01% |
+70
| New | +$9.42K |
|
317
Altria Group
MO
$122B
| $8.88K | ﹤0.01% |
+154
| New | +$9.3K |
|
318
Idexx Laboratories
IDXX
$42.9B
| $8.79K | ﹤0.01% |
+13
| New | +$8.85K |
|
319
Chubb
CB
$140B
| $8.74K | ﹤0.01% |
+28
| New | +$8.19K |
|
320
American Electric Power
AEP
$73.7B
| $8.65K | ﹤0.01% |
+75
| New | +$8.86K |
|
321
Albemarle
ALB
$13.5B
| $8.63K | ﹤0.01% |
+61
| New | +$6.92K |
|
322
American International
AIG
$41.9B
| $8.47K | ﹤0.01% |
+99
| New | +$7.92K |
|
323
Schwab US Dividend Equity ETF
SCHD
$102B
| $8.23K | ﹤0.01% |
300
| – | – |
|
324
Sherwin-Williams
SHW
$78.3B
| $8.1K | ﹤0.01% |
+25
| New | +$8.36K |
|
325
United Rentals
URI
$71.1B
| $8.09K | ﹤0.01% |
+10
| New | +$8.68K |
|
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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.