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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
STIP icon
176
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$107K 0.04%
1,030
– –
ORCL icon
177
Oracle
ORCL
$331B
$103K 0.04%
702
– –
TSLA icon
178
Tesla
TSLA
$1.24T
$100K 0.04%
270
– –
ECL icon
179
Ecolab
ECL
$75.6B
$99.8K 0.04%
375
-31
-8% -$8.75K
DGS icon
180
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.7B
$90.2K 0.03%
1,500
– –
CTVA icon
181
Corteva
CTVA
$59.7B
$87.6K 0.03%
1,046
– –
MFC icon
182
Manulife Financial
MFC
$72.6B
$84.7K 0.03%
2,460
– –
DEM icon
183
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
$79.5K 0.03%
1,600
– –
SU icon
184
Suncor Energy
SU
$77.7B
$79.3K 0.03%
1,199
– –
UDN icon
185
Invesco DB US Dollar Index Bearish Fund
UDN
$107M
$76.5K 0.03%
4,250
– –
ICE icon
186
Intercontinental Exchange
ICE
$82.4B
$73.9K 0.03%
470
-75
-14% -$12.2K
XLF icon
187
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$73.3K 0.03%
1,485
– –
PRF icon
188
Invesco FTSE RAFI US 1000 ETF
PRF
$9.73B
$68.9K 0.03%
1,450
– –
DEO icon
189
Diageo
DEO
$46.2B
$66.6K 0.03%
895
– –
GUNR icon
190
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$65.2K 0.02%
1,182
– –
DAR icon
191
Darling Ingredients
DAR
$9.93B
$61.9K 0.02%
1,000
– –
EWJ icon
192
iShares MSCI Japan ETF
EWJ
$21.7B
$59.1K 0.02%
700
– –
AMAT icon
193
Applied Materials
AMAT
$426B
$56.4K 0.02%
165
– –
SHEL icon
194
Shell
SHEL
$245B
$55.8K 0.02%
600
– –
DVY icon
195
iShares Select Dividend ETF
DVY
$24B
$53K 0.02%
350
– –
PFG icon
196
Principal Financial Group
PFG
$23.6B
$51.4K 0.02%
570
– –
PPG icon
197
PPG Industries
PPG
$25.9B
$50.1K 0.02%
469
– –
EMR icon
198
Emerson Electric
EMR
$82.9B
$49.8K 0.02%
380
-20
-5% -$2.88K
IBDT icon
199
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$48.1K 0.02%
1,900
– –
FXE icon
200
Invesco CurrencyShares Euro Currency Trust
FXE
$331M
$48K 0.02%
450
– –
6 7
8
9 10

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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
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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.