We are live on ! Find out more
LB

Legacy Bridge Portfolio holdings

AUM $324M
1-Year Est. Return 70.13%
This Fund
S&P 500
This Quarter Est. Return
+3.87%
1 Year Est. Return
+70.13%
3 Year Est. Return
+225.29%
5 Year Est. Return
+254.03%
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 Morningstar 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
LMT icon
126
Lockheed Martin
LMT
$138B
$325K 0.12%
537
+15
+3% +$9.24K
IWF icon
127
iShares Russell 1000 Growth ETF
IWF
$129B
$320K 0.12%
3,000
– –
INTU icon
128
Intuit
INTU
$98B
$318K 0.12%
735
– –
NFLX icon
129
Netflix
NFLX
$326B
$305K 0.12%
3,170
– –
WDAY icon
130
Workday
WDAY
$51B
$303K 0.12%
2,329
-44
-2% -$6.98K
SPDW icon
131
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$301K 0.11%
6,585
– –
MA icon
132
Mastercard
MA
$497B
$295K 0.11%
590
-20
-3% -$10.5K
ABT icon
133
Abbott
ABT
$193B
$287K 0.11%
2,793
-81
-3% -$9.15K
VO icon
134
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$279K 0.11%
3,888
– –
GVAL icon
135
Cambria Global Value ETF
GVAL
$600M
$279K 0.11%
8,411
– –
VOE icon
136
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$263K 0.1%
1,425
-500
-26% -$93.4K
STZ icon
137
Constellation Brands
STZ
$23.3B
$258K 0.1%
1,720
-45
-3% -$6.95K
CARR icon
138
Carrier Global
CARR
$52.2B
$239K 0.09%
4,243
-88
-2% -$5.21K
IJR icon
139
iShares Core S&P Small-Cap ETF
IJR
$113B
$233K 0.09%
1,871
– –
IJK icon
140
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$218K 0.08%
2,162
+115
+6% +$11.8K
SCHX icon
141
Schwab US Large- Cap ETF
SCHX
$75B
$216K 0.08%
8,429
– –
SO icon
142
Southern Company
SO
$107B
$202K 0.08%
2,095
-205
-9% -$19K
VONV icon
143
Vanguard Russell 1000 Value ETF
VONV
$22B
$198K 0.08%
2,113
– –
VBR icon
144
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.2B
$197K 0.08%
908
-190
-17% -$42.5K
QRVO icon
145
Qorvo
QRVO
$8.68B
$197K 0.08%
2,547
– –
AXP icon
146
American Express
AXP
$232B
$194K 0.07%
640
-55
-8% -$18.4K
SCHV
147
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$193K 0.07%
6,341
– –
VTI icon
148
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$192K 0.07%
600
– –
IAU icon
149
iShares Gold Trust
IAU
$64.5B
$190K 0.07%
2,159
+80
+4% +$7.34K
EWU icon
150
iShares MSCI United Kingdom ETF
EWU
$4.13B
$182K 0.07%
4,000
– –
4 5
6
7 8

Similar funds

AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
UOC
University of Chicago Chicago, Illinois $323M AUM 14.1% 1-Year Est. Return
BCP
Bayberry Capital Partners New York $323M AUM 27.31% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM
DMC
DSC Meridian Capital New York $325M AUM 45.4% 1-Year Est. Return
KL
Knox Lane San Francisco, California $325M AUM
BEP
Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return
CCG
Ceeto Capital Group Coral Gables, Florida $326M AUM 24.81% 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.