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LB

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
CCJ icon
76
Cameco
CCJ
$38.3B
$1.25M 0.48%
11,518
+10
+0.1% +$1.14K
VST icon
77
Vistra
VST
$55.1B
$1.23M 0.47%
8,193
+488
+6% +$79K
VWO icon
78
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.2M 0.46%
22,196
+3,039
+16% +$170K
ARGT icon
79
Global X MSCI Argentina ETF
ARGT
$842M
$1.19M 0.45%
+12,780
New +$1.18M
NEE icon
80
NextEra Energy
NEE
$187B
$1.18M 0.45%
12,684
+460
+4% +$40.9K
RIO icon
81
Rio Tinto
RIO
$148B
$1.09M 0.42%
11,680
– –
MELI icon
82
Mercado Libre
MELI
$91.3B
$1.08M 0.41%
625
+588
+1,589% +$1.13M
TMO icon
83
Thermo Fisher Scientific
TMO
$211B
$1.04M 0.4%
2,115
-37
-2% -$20.1K
GEHC icon
84
GE HealthCare
GEHC
$27.6B
$1.03M 0.39%
14,433
-650
-4% -$51.3K
J icon
85
Jacobs Solutions
J
$15.9B
$1.01M 0.38%
7,897
-50
-0.6% -$6.8K
NU icon
86
Nu Holdings
NU
$68.1B
$1,000K 0.38%
69,555
+1,200
+2% +$19.4K
DHR icon
87
Danaher
DHR
$135B
$991K 0.38%
5,226
+65
+1% +$13.8K
CTRE icon
88
CareTrust REIT
CTRE
$10.2B
$956K 0.36%
26,072
-50
-0.2% -$1.92K
GS icon
89
Goldman Sachs
GS
$313B
$947K 0.36%
1,119
– –
TJX icon
90
TJX Companies
TJX
$170B
$894K 0.34%
5,598
– –
BSX icon
91
Boston Scientific
BSX
$65.8B
$889K 0.34%
14,162
– –
VTWO icon
92
Vanguard Russell 2000 ETF
VTWO
$17.3B
$888K 0.34%
8,862
+930
+12% +$97K
SYK icon
93
Stryker
SYK
$127B
$884K 0.34%
2,691
-200
-7% -$71.8K
VOO icon
94
Vanguard S&P 500 ETF
VOO
$968B
$857K 0.33%
1,434
+170
+13% +$106K
SCHF icon
95
Schwab International Equity ETF
SCHF
$65.6B
$856K 0.33%
34,588
+2,492
+8% +$63.4K
PFE icon
96
Pfizer
PFE
$140B
$853K 0.33%
30,379
-80
-0.3% -$2.13K
AVAV icon
97
AeroVironment
AVAV
$7.57B
$828K 0.32%
4,522
+476
+12% +$125K
JEPI icon
98
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$827K 0.32%
14,591
+394
+3% +$22.9K
IWP icon
99
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$809K 0.31%
6,317
+8
+0.1% +$1.08K
GOOGL icon
100
Alphabet (Google) Class A
GOOGL
$3.91T
$799K 0.3%
2,777
-35
-1% -$11K
2 3
4
5 6

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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.