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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
SNOW icon
101
Snowflake
SNOW
$92.9B
$770K 0.29%
5,107
+106
+2% +$19.6K
IJH icon
102
iShares Core S&P Mid-Cap ETF
IJH
$123B
$763K 0.29%
11,301
+608
+6% +$42.2K
TM icon
103
Toyota
TM
$210B
$758K 0.29%
3,678
+80
+2% +$18.1K
UNP icon
104
Union Pacific
UNP
$183B
$721K 0.27%
2,970
-135
-4% -$33.1K
NSIT icon
105
Insight Enterprises
NSIT
$3.55B
$698K 0.27%
10,415
– –
MDLZ icon
106
Mondelez International
MDLZ
$77.7B
$678K 0.26%
11,769
– –
COP icon
107
ConocoPhillips
COP
$147B
$666K 0.25%
5,048
-55
-1% -$6.09K
SCHA icon
108
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$659K 0.25%
22,660
– –
PG icon
109
Procter & Gamble
PG
$343B
$640K 0.24%
4,430
– –
CELH icon
110
Celsius Holdings
CELH
$6.93B
$627K 0.24%
17,672
+190
+1% +$9.01K
TEM
111
Tempus AI
TEM
$7.69B
$597K 0.23%
13,208
+790
+6% +$44.9K
CME icon
112
CME Group
CME
$92.2B
$589K 0.22%
1,995
– –
NOW icon
113
ServiceNow
NOW
$102B
$578K 0.22%
5,525
-120
-2% -$14.1K
WFC icon
114
Wells Fargo
WFC
$261B
$511K 0.19%
6,417
– –
IVW icon
115
iShares S&P 500 Growth ETF
IVW
$72.5B
$493K 0.19%
4,355
+50
+1% +$6.01K
MCD icon
116
McDonald's
MCD
$188B
$491K 0.19%
1,581
-271
-15% -$86.3K
HRB icon
117
H&R Block
HRB
$5.18B
$485K 0.18%
15,265
– –
SPY icon
118
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$471K 0.18%
724
– –
IGSB icon
119
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$441K 0.17%
8,382
– –
ILOW
120
AB International Low Volatility Equity ETF
ILOW
$1.8B
$416K 0.16%
+9,757
New +$426K
WK icon
121
Workiva
WK
$2.94B
$397K 0.15%
6,664
– –
IONQ icon
122
IonQ
IONQ
$12.3B
$389K 0.15%
13,509
+1,365
+11% +$52.4K
NTRS icon
123
Northern Trust
NTRS
$22.2B
$377K 0.14%
2,700
– –
SGOL icon
124
abrdn Physical Gold Shares ETF
SGOL
$6.92B
$363K 0.14%
8,142
+25
+0.3% +$1.16K
CP icon
125
Canadian Pacific Kansas City
CP
$82B
$333K 0.13%
4,237
-202
-5% -$16K
3 4
5
6 7

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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
Legacy Capital Group California Los Gatos, California $263M AUM 37.58% 1-Year Est. Return
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.