# Legacy Bridge, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1689144. Source: https://holderbook.com/funds/1689144-legacy-bridge-llc/

- Reported value: $323.8M
- Positions: 322
- Weight of the ten largest: 27.1%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $13.3M | 11,289 | 4.1% | 8 |
| STERLING INFRASTRUCTURE INC | [STRL](https://holderbook.com/stocks/STRL/) | $12.3M | 14,700 | 3.8% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $11.8M | 58,994 | 3.6% | 28 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $8.2M | 7,679 | 2.5% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $7.7M | 20,418 | 2.4% | 27 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $7.4M | 6,433 | 2.3% | 8 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $7.1M | 60,435 | 2.2% | 10 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $6.7M | 39,572 | 2.1% | 7 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $6.7M | 20,066 | 2.1% | 10 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $6.4M | 17,676 | 2.0% | 9 |
| WEST BANCORPORATION INC | [WTBA](https://holderbook.com/stocks/WTBA/) | $6.0M | 225,579 | 1.8% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $5.6M | 11,697 | 1.7% | 10 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $5.3M | 19,328 | 1.6% | 5 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $5.3M | 9,160 | 1.6% | 29 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.8M | 3,978 | 1.5% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.5M | 18,992 | 1.4% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $4.4M | 38,731 | 1.4% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $4.3M | 10,179 | 1.3% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $4.2M | 2,126 | 1.3% | 11 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $4.1M | 15,030 | 1.3% | 2 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $3.8M | 11,236 | 1.2% | 31 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $3.8M | 5,926 | 1.2% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.8M | 7,557 | 1.2% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.8M | 10,695 | 1.2% | 31 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $3.4M | 23,379 | 1.1% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.4M | 9,117 | 1.1% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.3M | 4,393 | 1.0% | 15 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.2M | 9,712 | 1.0% | 31 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $3.1M | 3,207 | 1.0% | 31 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $3.1M | 69,355 | 1.0% | 9 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $3.1M | 7,755 | 0.9% | 31 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $3.0M | 6,300 | 0.9% | 1 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $2.9M | 34,421 | 0.9% | 20 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $2.8M | 2,952 | 0.9% | 1 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $2.8M | 3,895 | 0.9% | 5 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $2.7M | 18,908 | 0.8% | 11 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.7M | 9,076 | 0.8% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.7M | 9,354 | 0.8% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $2.6M | 36,195 | 0.8% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.6M | 2,751 | 0.8% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.6M | 4,046 | 0.8% | 31 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $2.4M | 9,302 | 0.7% | 31 |
| WILLIAMS SONOMA INC | [WSM](https://holderbook.com/stocks/WSM/) | $2.4M | 10,271 | 0.7% | 28 |
| PRINCIPAL EXCHANGE TRADED FD | [PREF](https://holderbook.com/stocks/PREF/) | $2.3M | 122,830 | 0.7% | 8 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $2.2M | 25,534 | 0.7% | 31 |
| OKLO INC | [OKLO](https://holderbook.com/stocks/OKLO/) | $2.1M | 40,705 | 0.7% | 7 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $2.1M | 21,933 | 0.6% | 15 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $2.1M | 18,854 | 0.6% | 31 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $2.1M | 9,285 | 0.6% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.0M | 5,717 | 0.6% | 31 |
| ESCO TECHNOLOGIES INC | [ESE](https://holderbook.com/stocks/ESE/) | $2.0M | 5,688 | 0.6% | 4 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $2.0M | 31,132 | 0.6% | 12 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.9M | 14,237 | 0.6% | 31 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $1.9M | 3,458 | 0.6% | 31 |
| CENTRUS ENERGY CORP | [LEU](https://holderbook.com/stocks/LEU/) | $1.9M | 11,441 | 0.6% | 7 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $1.9M | 6,751 | 0.6% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $1.8M | 8,837 | 0.6% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $1.8M | 13,064 | 0.6% | 3 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $1.8M | 10,950 | 0.6% | 31 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $1.8M | 1,727 | 0.6% | 21 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.8M | 9,726 | 0.6% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $1.8M | 8,020 | 0.5% | 31 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $1.8M | 47,816 | 0.5% | 31 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $1.7M | 10,933 | 0.5% | 31 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $1.7M | 30,205 | 0.5% | 5 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $1.7M | 9,399 | 0.5% | 27 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.6M | 15,769 | 0.5% | 31 |
| POWELL INDS INC | [POWL](https://holderbook.com/stocks/POWL/) | $1.6M | 5,720 | 0.5% | 1 |
| NEXTPOWER INC | [NXT](https://holderbook.com/stocks/NXT/) | $1.6M | 13,490 | 0.5% | 10 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $1.6M | 4,014 | 0.5% | 13 |
| NATIONAL FUEL GAS CO | [NFG](https://holderbook.com/stocks/NFG/) | $1.5M | 19,292 | 0.5% | 8 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $1.4M | 18,310 | 0.4% | 8 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.4M | 8,632 | 0.4% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $1.4M | 1,481 | 0.4% | 7 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $1.4M | 13,850 | 0.4% | 2 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.4M | 23,138 | 0.4% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.3M | 2,393 | 0.4% | 31 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $1.3M | 5,167 | 0.4% | 10 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $1.3M | 8,263 | 0.4% | 7 |
| INSIGHT ENTERPRISES INC | [NSIT](https://holderbook.com/stocks/NSIT/) | $1.3M | 10,415 | 0.4% | 27 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $1.2M | 9,862 | 0.4% | 8 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $1.2M | 6,031 | 0.4% | 1 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $1.2M | 11,518 | 0.4% | 9 |
| GLOBAL X FDS | [ARGT](https://holderbook.com/stocks/ARGT/) | $1.1M | 12,565 | 0.4% | 2 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.1M | 12,714 | 0.3% | 23 |
| RIO TINTO PLC | [RIO](https://holderbook.com/stocks/RIO/) | $1.1M | 11,680 | 0.3% | 31 |
| ISHARES INC | [EWW](https://holderbook.com/stocks/EWW/) | $1.1M | 14,360 | 0.3% | 2 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $1.1M | 635 | 0.3% | 10 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.1M | 1,063 | 0.3% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $1.1M | 2,115 | 0.3% | 31 |
| CARETRUST REIT INC | [CTRE](https://holderbook.com/stocks/CTRE/) | $1.1M | 26,102 | 0.3% | 10 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $994.5K | 1,448 | 0.3% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $973.5K | 5,111 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $958.1K | 34,588 | 0.3% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $947.7K | 2,652 | 0.3% | 31 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $940.6K | 70,405 | 0.3% | 10 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $924.9K | 6,317 | 0.3% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $909.1K | 11,790 | 0.3% | 31 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $870.4K | 5,189 | 0.3% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $862.2K | 3,170 | 0.3% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +22.8% | +14.8% | +8.0% | 100% |
| Q1 2026 | +0.5% | -4.6% | +5.1% | 100% |
| Q4 2025 | +0.2% | +2.4% | -2.2% | 100% |
| Q3 2025 | +12.2% | +7.8% | +4.3% | 100% |
| Q2 2025 | +19.0% | +10.5% | +8.6% | 100% |
| Q1 2025 | -6.2% | -4.6% | -1.6% | 100% |
| Q4 2024 | +2.0% | +2.1% | -0.2% | 100% |
| Q3 2024 | +5.1% | +5.4% | -0.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $323.8M | 322 |
| Q1 2026 | $262.2M | 320 |
| Q4 2025 | $246.4M | 464 |
| Q3 2025 | $240.3M | 312 |
| Q2 2025 | $210.7M | 303 |
| Q1 2025 | $179.2M | 319 |
| Q4 2024 | $191.8M | 298 |
| Q3 2024 | $185.7M | 293 |
| Q2 2024 | $169.6M | 286 |
| Q1 2024 | $170.9M | 317 |
| Q4 2023 | $154.3M | 292 |
| Q3 2023 | $140.3M | 288 |