2026 Q1 Portfolio Activity
In 2026 Q1, Legacy Bridge, LLC maintained a portfolio of 482 distinct positions. The most significant new addition was WESTERN DIGITAL CORP, now representing 0.60% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 778.6%.
Position History
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Total Positions
482
Quarter
2026 Q1
Top Holding
NVDA (4.3%)
Top 10 Concentration
27.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 482
Legacy Bridge, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.34% | 4.88% |
#1
Prev: #1
|
4.2 |
—
|
777 | 1.2% |
P
S
|
65,235 | $11,376,985 |
$104.23
+102.1%
|
2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
GEV
GE VERNOVA INC
|
Industrials | 3.88% | 3.05% |
#2
1
Prev: #3
|
3.6 |
—
|
155 | 1.3% |
P
S
|
11,650 | $10,169,285 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 3.38% | 4.24% |
#3
1
Prev: #2
|
2.9 |
—
|
1,708 | 2.9% |
P
S
|
60,520 | $8,852,866 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
STRL
STERLING INFRAS...
|
Industrials | 2.98% | 2.29% |
#4
1
Prev: #5
|
2.2 |
—
|
779 | 4.2% |
P
S
|
19,217 | $7,826,508 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.66% | 3.05% |
#5
1
Prev: #4
|
2.1 |
—
|
859 | 4.0% |
P
S
|
22,542 | $6,976,975 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WTBA
WEST BANCORPORA...
|
Financial Services | 2.23% | 2.29% |
#6
Prev: #6
|
1.4 |
—
|
-8,600 | -3.4% |
P
S
|
245,801 | $5,847,606 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 2.07% | 1.71% |
#7
3
Prev: #10
|
1.3 |
—
|
304 | 4.1% |
P
S
|
7,669 | $5,433,180 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CLS
CELESTICA INC
|
Technology | 1.92% | 2.22% |
#8
1
Prev: #7
|
1.3 |
—
|
-604 | -3.3% |
P
S
|
17,883 | $5,037,284 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.90% | 1.25% |
#9
9
Prev: #18
|
1.3 |
—
|
885 | 4.6% |
P
S
|
19,934 | $4,995,062 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.84% | 2.04% |
#10
2
Prev: #8
|
1.2 |
—
|
1,000 | 2.6% |
P
S
|
39,387 | $4,835,936 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.83% | 1.67% |
#11
2
Prev: #13
|
1.2 |
—
|
1,585 | 4.3% |
P
S
|
38,571 | $4,793,604 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.51% | 1.38% |
#12
3
Prev: #15
|
1.1 |
—
|
491 | 4.4% |
P
S
|
11,691 | $3,950,974 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.50% | 1.71% |
#13
2
Prev: #11
|
1.1 |
—
|
678 | 3.7% |
P
S
|
18,906 | $3,937,553 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.46% | 1.61% |
#14
Prev: #14
|
1.1 |
—
|
65 | 0.8% |
P
S
|
7,967 | $3,817,787 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.39% | 1.68% |
#15
3
Prev: #12
|
1.1 |
—
|
114 | 3.0% |
P
S
|
3,976 | $3,657,006 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.37% | 1.23% |
#16
3
Prev: #19
|
2.5 |
—
|
495 | 5.2% |
P
S
|
10,023 | $3,584,927 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.29% | 1.73% |
#17
8
Prev: #9
|
1.0 |
—
|
335 | 3.8% |
P
S
|
9,124 | $3,377,432 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.17% | 1.28% |
#18
2
Prev: #16
|
2.5 |
—
|
567 | 5.6% |
P
S
|
10,650 | $3,055,059 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JCI
JOHNSON CONTROL...
|
Industrials | 1.15% | 1.13% |
#19
1
Prev: #20
|
1.0 |
—
|
-120 | -0.5% |
P
S
|
23,039 | $3,016,958 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 1.09% | 1.12% |
#20
1
Prev: #21
|
0.9 |
—
|
60 | 1.9% |
P
S
|
3,207 | $2,871,035 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 1.09% | 0.14% |
#21
102
Prev: #123
|
3.4 |
—
|
3,893 | 778.6% |
P
S
|
4,393 | $2,869,552 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.09% | 1.26% |
#22
5
Prev: #17
|
0.9 |
—
|
55 | 0.6% |
P
S
|
9,712 | $2,856,882 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.06% | 0.89% |
#23
6
Prev: #29
|
0.9 |
—
|
50 | 2.4% |
P
S
|
2,111 | $2,788,273 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.04% | 0.94% |
#24
4
Prev: #28
|
0.9 |
—
|
50 | 1.9% |
P
S
|
2,725 | $2,715,272 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.91% | 1.02% |
#25
1
Prev: #24
|
0.9 |
—
|
101 | 1.1% |
P
S
|
9,354 | $2,373,952 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEMG
ISHARES INC
|
ETF | 0.90% | 0.83% |
#26
8
Prev: #34
|
2.4 |
—
|
3,558 | 11.7% |
P
S
|
33,976 | $2,369,851 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWO
ISHARES TR
|
ETF | 0.90% | 0.96% |
#27
1
Prev: #26
|
0.9 |
—
|
171 | 2.3% |
P
S
|
7,503 | $2,354,550 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.90% | 0.68% |
#28
17
Prev: #45
|
1.4 |
—
|
no change | no change |
P
S
|
13,835 | $2,347,247 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PREF
PRINCIPAL EXCHA...
|
Preferred | 0.89% | 0.97% |
#29
4
Prev: #25
|
0.9 |
—
|
-2,060 | -1.6% |
P
S
|
123,545 | $2,325,117 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.88% | 0.62% |
#30
25
Prev: #55
|
0.9 |
—
|
-51 | -0.5% |
P
S
|
9,302 | $2,298,339 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.87% | 0.85% |
#31
Prev: #31
|
2.3 |
—
|
2,167 | 6.4% |
P
S
|
35,796 | $2,293,808 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DE
DEERE & CO
|
Industrials | 0.87% | 0.74% |
#32
7
Prev: #39
|
0.8 |
—
|
125 | 3.2% |
P
S
|
4,066 | $2,290,378 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWM
ISHARES TR
|
ETF | 0.86% | 0.89% |
#33
3
Prev: #30
|
0.8 |
—
|
162 | 1.8% |
P
S
|
9,076 | $2,250,848 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BK
BANK NEW YORK M...
|
Financial Services | 0.85% | 0.83% |
#34
1
Prev: #35
|
2.3 |
—
|
1,255 | 7.1% |
P
S
|
18,851 | $2,236,295 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.84% | 0.62% |
#35
17
Prev: #52
|
2.8 |
—
|
1,175 | 21.9% |
P
S
|
6,542 | $2,210,150 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.77% | 0.62% |
#36
15
Prev: #51
|
0.8 |
—
|
36 | 1.0% |
P
S
|
3,666 | $2,012,708 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
OKLO
OKLO INC
|
Utilities | 0.77% | 1.11% |
#37
15
Prev: #22
|
2.3 |
—
|
2,410 | 6.3% |
P
S
|
40,545 | $2,010,627 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LEU
CENTRUS ENERGY ...
|
Energy | 0.75% | 1.03% |
#38
15
Prev: #23
|
2.3 |
—
|
895 | 8.6% |
P
S
|
11,356 | $1,971,289 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.75% | 0.78% |
#39
2
Prev: #37
|
0.8 |
—
|
20 | 0.1% |
P
S
|
25,384 | $1,957,326 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 0.74% | 0.61% |
#40
17
Prev: #57
|
0.8 |
—
|
813 | 4.5% |
P
S
|
18,808 | $1,951,519 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.73% | 0.95% |
#41
14
Prev: #27
|
0.8 |
—
|
45 | 1.1% |
P
S
|
4,157 | $1,916,336 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IXUS
ISHARES TR
|
ETF | 0.72% | 0.59% |
#42
18
Prev: #60
|
2.8 |
—
|
4,614 | 26.6% |
P
S
|
21,933 | $1,900,276 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.72% | 0.77% |
#43
5
Prev: #38
|
0.8 |
—
|
105 | 1.3% |
P
S
|
8,020 | $1,894,966 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.72% | 0.79% |
#44
8
Prev: #36
|
0.8 |
—
|
16 | 0.3% |
P
S
|
5,705 | $1,876,318 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WSM
WILLIAMS SONOMA...
|
Consumer Cyclical | 0.71% | 0.72% |
#45
3
Prev: #42
|
0.8 |
—
|
350 | 3.5% |
P
S
|
10,271 | $1,872,712 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FCX
FREEPORT MCMORA...
|
Basic Materials | 0.70% | 0.62% |
#46
8
Prev: #54
|
0.8 |
—
|
1,335 | 4.4% |
P
S
|
31,362 | $1,843,459 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWR
ISHARES TR
|
ETF | 0.70% | 0.73% |
#47
7
Prev: #40
|
0.8 |
—
|
130 | 0.7% |
P
S
|
18,854 | $1,833,175 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.70% | 0.62% |
#48
8
Prev: #56
|
2.8 |
—
|
1,870 | 26.3% |
P
S
|
8,978 | $1,826,395 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.69% | 0.54% |
#49
19
Prev: #68
|
0.8 |
—
|
-2 | -0.0% |
P
S
|
8,772 | $1,814,927 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.69% | 0.84% |
#50
17
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
11,236 | $1,801,356 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 482 holdings