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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
IWN icon
51
iShares Russell 2000 Value ETF
IWN
$14.4B
$1.77M 0.68%
9,335
– –
NFG icon
52
National Fuel Gas
NFG
$7.84B
$1.73M 0.66%
18,457
+530
+3% +$46.3K
EQIX icon
53
Equinix
EQIX
$107B
$1.69M 0.65%
1,727
-3
-0.2% -$2.67K
DLR icon
54
Digital Realty Trust
DLR
$73.7B
$1.69M 0.64%
9,384
-25
-0.3% -$4.27K
NXT icon
55
Nextpower Inc
NXT
$15.2B
$1.62M 0.62%
13,470
– –
HPE icon
56
Hewlett Packard
HPE
$63.2B
$1.61M 0.62%
67,805
+1,300
+2% +$28.8K
ESE icon
57
ESCO Technologies
ESE
$8.49B
$1.6M 0.61%
5,688
+459
+9% +$116K
IWS icon
58
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$1.6M 0.61%
10,950
– –
AXON
59
Axon Enterprise
AXON
$40.5B
$1.57M 0.6%
3,698
+45
+1% +$23.4K
WDC icon
60
Western Digital
WDC
$179B
$1.57M 0.6%
+5,790
New +$1.51M
NDAQ icon
61
Nasdaq
NDAQ
$51.5B
$1.55M 0.59%
18,295
+20
+0.1% +$1.79K
EFA icon
62
iShares MSCI EAFE ETF
EFA
$76.4B
$1.53M 0.58%
15,749
+115
+0.7% +$11.5K
C icon
63
Citigroup
C
$222B
$1.51M 0.58%
13,294
+12,813
+2,664% +$1.46M
TSCO icon
64
Tractor Supply
TSCO
$16.3B
$1.49M 0.57%
32,790
+300
+0.9% +$15.3K
SCHM icon
65
Schwab US Mid-Cap ETF
SCHM
$14.6B
$1.48M 0.56%
47,846
– –
MS icon
66
Morgan Stanley
MS
$337B
$1.45M 0.55%
8,837
-30
-0.3% -$5.19K
XBI icon
67
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$1.43M 0.55%
11,209
-90
-0.8% -$11.2K
BLK icon
68
Blackrock
BLK
$164B
$1.42M 0.54%
1,481
+32
+2% +$33.7K
CRDO icon
69
Credo Technology Group
CRDO
$39.7B
$1.4M 0.53%
+14,935
New +$1.82M
FITB
70
Fifth Third Bancorp
FITB
$52B
$1.4M 0.53%
30,105
+1,460
+5% +$72K
TMUS icon
71
T-Mobile US
TMUS
$193B
$1.39M 0.53%
6,597
– –
META icon
72
Meta Platforms (Facebook)
META
$1.51T
$1.37M 0.52%
2,393
+112
+5% +$71.8K
NXPI icon
73
NXP Semiconductors
NXPI
$68B
$1.33M 0.51%
6,751
-290
-4% -$64.2K
EWW icon
74
iShares MSCI Mexico ETF
EWW
$1.89B
$1.28M 0.49%
+16,995
New +$1.28M
QCOM icon
75
Qualcomm
QCOM
$176B
$1.25M 0.48%
9,726
-55
-0.6% -$8.03K
1 2
3
4 5

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1CM
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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.