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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
EBAY icon
376
eBay
EBAY
$48.6B
– –
-59
Closed -$5.14K
EFX icon
377
Equifax
EFX
$20.3B
– –
-1
Closed -$217
EL icon
378
Estee Lauder
EL
$29B
– –
-45
Closed -$4.71K
EOG icon
379
EOG Resources
EOG
$78B
– –
-10
Closed -$1.05K
ETR icon
380
Entergy
ETR
$54.1B
– –
-34
Closed -$3.14K
EXPE icon
381
Expedia Group
EXPE
$31.2B
– –
-6
Closed -$1.7K
F icon
382
Ford
F
$57.3B
– –
-107
Closed -$1.4K
FAST icon
383
Fastenal
FAST
$54B
– –
-146
Closed -$5.86K
FISV
384
Fiserv Inc
FISV
$27.2B
– –
-18
Closed -$1.21K
FIS icon
385
Fidelity National Information Services
FIS
$21.5B
– –
-15
Closed -$997
FSLR icon
386
First Solar
FSLR
$21.8B
– –
-7
Closed -$1.83K
FTNT icon
387
Fortinet
FTNT
$112B
– –
-8
Closed -$636
GD icon
388
General Dynamics
GD
$105B
– –
-5
Closed -$1.68K
GILD icon
389
Gilead Sciences
GILD
$161B
– –
-116
Closed -$14.2K
GM icon
390
General Motors
GM
$74.7B
– –
-143
Closed -$11.6K
GRMN
391
Garmin
GRMN
$46.9B
– –
-2
Closed -$406
HAS icon
392
Hasbro
HAS
$12.6B
– –
-6
Closed -$492
HCA icon
393
HCA Healthcare
HCA
$84.8B
– –
-27
Closed -$12.6K
HIG icon
394
Hartford Financial Services
HIG
$38.5B
– –
-54
Closed -$7.44K
HLT icon
395
Hilton Worldwide
HLT
$74B
– –
-40
Closed -$11.5K
HSY icon
396
Hershey
HSY
$35.4B
– –
-7
Closed -$1.27K
HWM icon
397
Howmet Aerospace
HWM
$116B
– –
-77
Closed -$15.8K
IDXX icon
398
Idexx Laboratories
IDXX
$42.9B
– –
-13
Closed -$8.79K
INCY icon
399
Incyte
INCY
$23.5B
– –
-23
Closed -$2.27K
INDA icon
400
iShares MSCI India ETF
INDA
$6.71B
– –
-14,889
Closed -$805K
14 15
16
17 18

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VIG
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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.