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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
IEMG icon
26
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$2.37M 0.9%
33,976
+3,558
+12% +$257K
IWO icon
27
iShares Russell 2000 Growth ETF
IWO
$14.5B
$2.35M 0.9%
7,503
+171
+2% +$56.9K
XOM icon
28
ExxonMobil
XOM
$651B
$2.35M 0.9%
13,835
– –
PREF icon
29
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
$2.33M 0.89%
123,545
-2,060
-2% -$39.3K
VLO icon
30
Valero Energy
VLO
$89.8B
$2.3M 0.88%
9,302
-51
-0.5% -$10.5K
VEA icon
31
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.29M 0.87%
35,796
+2,167
+6% +$143K
DE icon
32
Deere & Co
DE
$170B
$2.29M 0.87%
4,066
+125
+3% +$70.5K
IWM icon
33
iShares Russell 2000 ETF
IWM
$80.9B
$2.25M 0.86%
9,076
+162
+2% +$41.8K
BNY
34
Bank of New York Mellon
BNY
$108B
$2.24M 0.85%
18,851
+1,255
+7% +$149K
MU icon
35
Micron Technology
MU
$1.04T
$2.21M 0.84%
6,542
+1,175
+22% +$460K
PWR icon
36
Quanta Services
PWR
$93.9B
$2.01M 0.77%
3,666
+36
+1% +$18.5K
OKLO
37
Oklo
OKLO
$7B
$2.01M 0.77%
40,545
+2,410
+6% +$173K
LEU icon
38
Centrus Energy
LEU
$3.22B
$1.97M 0.75%
11,356
+895
+9% +$216K
VXUS icon
39
Vanguard Total International Stock ETF
VXUS
$153B
$1.96M 0.75%
25,384
+20
+0.1% +$1.59K
NBIS
40
Nebius Group N.V.
NBIS
$47.7B
$1.95M 0.74%
18,808
+813
+5% +$81.1K
ISRG icon
41
Intuitive Surgical
ISRG
$121B
$1.92M 0.73%
4,157
+45
+1% +$22.8K
IXUS icon
42
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$1.9M 0.72%
21,933
+4,614
+27% +$411K
LOW icon
43
Lowe's Companies
LOW
$116B
$1.89M 0.72%
8,020
+105
+1% +$27.4K
HD icon
44
Home Depot
HD
$332B
$1.88M 0.72%
5,705
+16
+0.3% +$5.83K
WSM icon
45
Williams-Sonoma
WSM
$26.7B
$1.87M 0.71%
10,271
+350
+4% +$69.9K
FCX icon
46
Freeport-McMoran
FCX
$90B
$1.84M 0.7%
31,362
+1,335
+4% +$80.7K
IWR icon
47
iShares Russell Mid-Cap ETF
IWR
$56.8B
$1.83M 0.7%
18,854
+130
+0.7% +$13K
AMD icon
48
Advanced Micro Devices
AMD
$851B
$1.83M 0.7%
8,978
+1,870
+26% +$399K
CVX icon
49
Chevron
CVX
$388B
$1.81M 0.69%
8,772
-2
-0% -$365
PANW icon
50
Palo Alto Networks
PANW
$264B
$1.8M 0.69%
11,236
– –
1
2
3 4 5

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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.