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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
QQQ icon
151
Invesco QQQ Trust
QQQ
$455B
$180K 0.07%
311
+85
+38% +$51.6K
VOT icon
152
Vanguard Mid-Cap Growth ETF
VOT
$19B
$169K 0.06%
656
– –
BIIB icon
153
Biogen
BIIB
$29.9B
$161K 0.06%
880
-30
-3% -$5.53K
RSPH icon
154
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$741M
$157K 0.06%
5,210
– –
IJJ icon
155
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$157K 0.06%
1,185
– –
VOOV icon
156
Vanguard S&P 500 Value ETF
VOOV
$6.58B
$154K 0.06%
757
– –
IVE icon
157
iShares S&P 500 Value ETF
IVE
$48.9B
$154K 0.06%
729
– –
VBK icon
158
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$152K 0.06%
502
– –
NVTS icon
159
Navitas Semiconductor
NVTS
$2.66B
$148K 0.06%
16,900
– –
VUG icon
160
Vanguard Growth ETF
VUG
$216B
$137K 0.05%
1,884
– –
PRU icon
161
Prudential Financial
PRU
$41.7B
$137K 0.05%
1,400
– –
VTV icon
162
Vanguard Value ETF
VTV
$189B
$130K 0.05%
662
+141
+27% +$28.2K
IREN icon
163
Iris Energy
IREN
$13.2B
$129K 0.05%
3,775
+2,425
+180% +$109K
VTIP icon
164
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$129K 0.05%
2,588
– –
CVS icon
165
CVS Health
CVS
$137B
$127K 0.05%
1,775
-143
-7% -$11K
ULTA icon
166
Ulta Beauty
ULTA
$20.4B
$125K 0.05%
240
-25
-9% -$15.9K
CASY icon
167
Casey's General Stores
CASY
$31.9B
$124K 0.05%
171
– –
CRWD icon
168
CrowdStrike
CRWD
$187B
$122K 0.05%
1,252
+12
+1% +$1.27K
UPS icon
169
United Parcel Service
UPS
$97.6B
$121K 0.05%
1,229
-130
-10% -$13.9K
KNX icon
170
Knight Transportation
KNX
$11.8B
$119K 0.05%
2,065
-100
-5% -$5.73K
VEU icon
171
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$117K 0.04%
1,552
– –
SCHG icon
172
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$117K 0.04%
4,000
– –
MPC icon
173
Marathon Petroleum
MPC
$90.3B
$114K 0.04%
465
-58
-11% -$11.7K
ALAB icon
174
Astera Labs
ALAB
$50B
$113K 0.04%
1,030
– –
SCHO icon
175
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$112K 0.04%
4,600
– –
5 6
7
8 9

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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.