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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
COF icon
201
Capital One
COF
$124B
$47.8K 0.02%
262
-83
-24% -$17.4K
PHO icon
202
Invesco Water Resources ETF
PHO
$1.97B
$47.5K 0.02%
710
– –
ILF icon
203
iShares Latin America 40 ETF
ILF
$3.77B
$46.1K 0.02%
1,298
– –
NVS icon
204
Novartis
NVS
$295B
$44.6K 0.02%
292
– –
MP icon
205
MP Materials
MP
$7.35B
$41K 0.02%
850
+150
+21% +$8.97K
XLI icon
206
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$40.4K 0.02%
250
– –
BAM icon
207
Brookfield Asset Management
BAM
$74B
$40.4K 0.02%
909
– –
GE icon
208
GE Aerospace
GE
$367B
$39.4K 0.02%
139
– –
MAS icon
209
Masco
MAS
$16B
$39.2K 0.02%
650
– –
GSIE icon
210
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
$38.1K 0.01%
883
– –
V icon
211
Visa
V
$677B
$38.1K 0.01%
126
– –
CAH icon
212
Cardinal Health
CAH
$53.4B
$38K 0.01%
180
– –
PM icon
213
Philip Morris
PM
$301B
$36K 0.01%
218
– –
FDX icon
214
FedEx
FDX
$74.5B
$35.6K 0.01%
100
-33
-25% -$11.5K
SCHZ icon
215
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$35.5K 0.01%
1,530
– –
NET icon
216
Cloudflare
NET
$93B
$35.1K 0.01%
170
+20
+13% +$3.81K
COR icon
217
Cencora
COR
$60.3B
$34.6K 0.01%
110
-24
-18% -$8.38K
IBDS icon
218
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$34.4K 0.01%
1,418
– –
IJT icon
219
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.22B
$34.2K 0.01%
236
– –
ABBV icon
220
AbbVie
ABBV
$458B
$33.9K 0.01%
156
– –
IBDR icon
221
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$33.7K 0.01%
1,392
– –
CGW icon
222
Invesco S&P Global Water Index ETF
CGW
$1.05B
$32K 0.01%
500
– –
SPEM icon
223
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$31.5K 0.01%
671
-680
-50% -$33.1K
CMCSA icon
224
Comcast
CMCSA
$79.1B
$30.3K 0.01%
1,055
– –
ACGL icon
225
Arch Capital
ACGL
$36.1B
$30K 0.01%
313
– –
7 8
9
10 11

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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
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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.