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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
+2.32%
1 Year Est. Return
+56.69%
3 Year Est. Return
+149.16%
5 Year Est. Return
+178.3%
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$6.07M
Cap. Flow
+$5.41M
Cap. Flow %
2.2%
Top 10 Hldgs %
27.5%
Holding
474
New
162
Increased
126
Reduced
43
Closed
10

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$1.3M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.25M
3
MU icon
Micron Technology
MU
+$1.04M
4
NVDA icon
NVIDIA
NVDA
+$524K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$495K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$2.85M
2
ONON icon
On Holding
ONON
+$922K
3
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$73.2K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$71.3K
5
TTE icon
TotalEnergies
TTE
+$65.6K

Sector Composition

Rank Sector Weight
1 Technology 28.89%
2 Industrials 15.69%
3 Financials 10.82%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
201
Visa
V
$677B
$44.2K 0.02%
126
+122
+3,050% +$41.6K
SHEL icon
202
Shell
SHEL
$245B
$44.1K 0.02%
600
– –
APP icon
203
Applovin
APP
$132B
$43.8K 0.02%
65
– –
GE icon
204
GE Aerospace
GE
$367B
$42.8K 0.02%
139
+135
+3,375% +$40.7K
AMAT icon
205
Applied Materials
AMAT
$426B
$42.4K 0.02%
165
+148
+871% +$35.5K
MAS icon
206
Masco
MAS
$16B
$41.2K 0.02%
650
– –
NVS icon
207
Novartis
NVS
$295B
$40.3K 0.02%
292
– –
ILF icon
208
iShares Latin America 40 ETF
ILF
$3.77B
$39.5K 0.02%
1,298
– –
PGR icon
209
Progressive
PGR
$124B
$38.9K 0.02%
171
+60
+54% +$13.6K
XLI icon
210
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$38.8K 0.02%
250
– –
FDX icon
211
FedEx
FDX
$74.5B
$38.4K 0.02%
133
+33
+33% +$8.67K
GSIE icon
212
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
$37.9K 0.02%
883
– –
CAH icon
213
Cardinal Health
CAH
$53.4B
$37K 0.02%
180
– –
DAR icon
214
Darling Ingredients
DAR
$9.93B
$36K 0.01%
1,000
– –
SCHZ icon
215
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$35.8K 0.01%
1,530
– –
ABBV icon
216
AbbVie
ABBV
$458B
$35.6K 0.01%
156
+152
+3,800% +$34.6K
MP icon
217
MP Materials
MP
$7.35B
$35.4K 0.01%
700
– –
ONON icon
218
On Holding
ONON
$11.9B
$35.1K 0.01%
755
-21,390
-97% -$922K
PM icon
219
Philip Morris
PM
$301B
$35K 0.01%
+218
New +$33.8K
HOOD icon
220
Robinhood
HOOD
$85.2B
$34.5K 0.01%
305
– –
IBDS icon
221
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$34.4K 0.01%
1,418
-275
-16% -$6.68K
IBDR icon
222
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$33.7K 0.01%
1,392
-175
-11% -$4.24K
IJT icon
223
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.22B
$33.3K 0.01%
236
– –
CMCSA icon
224
Comcast
CMCSA
$79.1B
$31.5K 0.01%
1,055
– –
CGW icon
225
Invesco S&P Global Water Index ETF
CGW
$1.05B
$31.5K 0.01%
500
– –
7 8
9
10 11

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TSW
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PIP
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1CM
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KA
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LCGC
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DEA
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Legacy Bridge's Q4 2025 Portfolio in Review

As of Q4 2025, Legacy Bridge held 474 positions worth $246M, up 2.5% from $240M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Legacy Bridge's Q4 2025 filing shows 162 new, 126 increased, 43 reduced and 10 closed positions. Its largest new stake was Iris Energy: 1,350 shares worth $51K. The largest sale was Broadcom, an estimated $2.85M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

  • Legacy Bridge's largest Q4 2025 buy was Iris Energy: 1,350 shares worth $51K.
  • Legacy Bridge added most to Advanced Micro Devices in Q4 2025, an estimated $1.3M increase.
  • Legacy Bridge's biggest Q4 2025 reduction was Broadcom, cutting an estimated $2.85M.
  • Legacy Bridge fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $73.2K.
  • Legacy Bridge's ten largest holdings make up 27% of its $246M portfolio in Q4 2025.
  • Legacy Bridge opened 162 new positions and closed 10 in Q4 2025.
  • Legacy Bridge's portfolio value rose 2.5% quarter-over-quarter to $246M.

Based on Legacy Bridge's 13F filing for Q4 2025, filed 23 Jan 2026.