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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
AEP icon
326
American Electric Power
AEP
$73.7B
– –
-75
Closed -$8.65K
AES icon
327
AES
AES
$10.6B
– –
-364
Closed -$5.22K
AIG icon
328
American International
AIG
$41.9B
– –
-99
Closed -$8.47K
AIZ icon
329
Assurant
AIZ
$13.7B
– –
-8
Closed -$1.93K
AJG icon
330
Arthur J. Gallagher & Co
AJG
$63.7B
– –
-19
Closed -$4.92K
ALB icon
331
Albemarle
ALB
$13.5B
– –
-61
Closed -$8.63K
ALL icon
332
Allstate
ALL
$66.9B
– –
-56
Closed -$11.7K
AMCR icon
333
Amcor
AMCR
$20.6B
– –
-56
Closed -$2.32K
AME icon
334
Ametek
AME
$55.5B
– –
-16
Closed -$3.29K
AMP icon
335
Ameriprise Financial
AMP
$46.8B
– –
-8
Closed -$3.92K
AMT icon
336
American Tower
AMT
$77.7B
– –
-34
Closed -$5.97K
APA icon
337
APA Corp
APA
$12.8B
– –
-699
Closed -$17.1K
APD icon
338
Air Products & Chemicals
APD
$66.3B
– –
-3
Closed -$742
APH icon
339
Amphenol
APH
$188B
– –
-78
Closed -$10.5K
ARE icon
340
Alexandria Real Estate Equities
ARE
$8.88B
– –
-21
Closed -$1.03K
AZO icon
341
AutoZone
AZO
$48.3B
– –
-2
Closed -$6.78K
BA icon
342
Boeing
BA
$165B
– –
-34
Closed -$7.38K
BAX icon
343
Baxter International
BAX
$11.6B
– –
-46
Closed -$880
BDX icon
344
Becton Dickinson
BDX
$43.1B
– –
-26
Closed -$5.05K
BF.B icon
345
Brown-Forman Class B
BF.B
$12B
– –
-54
Closed -$1.41K
BMY icon
346
Bristol-Myers Squibb
BMY
$127B
– –
-295
Closed -$15.9K
BR icon
347
Broadridge
BR
$17.2B
– –
-15
Closed -$3.35K
BRO icon
348
Brown & Brown
BRO
$22.9B
– –
-16
Closed -$1.28K
BX icon
349
Blackstone
BX
$104B
– –
-2,535
Closed -$391K
BXP icon
350
Boston Properties
BXP
$11B
– –
-134
Closed -$9.04K
12 13
14
15 16

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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.