2026 Q2 Portfolio Activity
In 2026 Q2, Legacy Bridge, LLC maintained a portfolio of 334 distinct positions. The most significant new addition was TERADYNE INC, now representing 0.94% of the total fund value. They heavily accumulated shares in ROCKET LAB CORP, increasing the position by 138400.0%. The fund also reduced its exposure to T-MOBILE US INC by 21.3%.
Position History
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Total Positions
334
Quarter
2026 Q2
Top Holding
GEV (4.1%)
Top 10 Concentration
27.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 334
Legacy Bridge, LLC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GEV
GE VERNOVA INC
|
Industrials | 4.10% | 3.88% |
#1
1
Prev: #2
|
4.1 |
—
|
-361 | -3.1% |
P
S
|
11,289 | $13,262,995 |
$301.60
+252.5%
|
2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
STRL
STERLING INFRAS...
|
Industrials | 3.81% | 2.98% |
#2
2
Prev: #4
|
3.0 |
—
|
-4,517 | -23.5% |
P
S
|
14,700 | $12,338,592 |
$104.11
+431.3%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.65% | 4.34% |
#3
2
Prev: #1
|
3.0 |
—
|
-6,241 | -9.6% |
P
S
|
58,994 | $11,804,110 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 2.53% | 2.07% |
#4
3
Prev: #7
|
2.0 |
—
|
10 | 0.1% |
P
S
|
7,679 | $8,177,368 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.38% | 2.66% |
#5
Prev: #5
|
2.0 |
—
|
-2,124 | -9.4% |
P
S
|
20,418 | $7,712,900 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.29% | 0.84% |
#6
29
Prev: #35
|
1.4 |
—
|
-109 | -1.7% |
P
S
|
6,433 | $7,425,548 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 2.18% | 3.38% |
#7
4
Prev: #3
|
1.4 |
—
|
-85 | -0.1% |
P
S
|
60,435 | $7,050,952 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 2.08% | 1.84% |
#8
2
Prev: #10
|
1.3 |
—
|
185 | 0.5% |
P
S
|
39,572 | $6,722,492 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 2.08% | 1.90% |
#9
Prev: #9
|
1.3 |
—
|
132 | 0.7% |
P
S
|
20,066 | $6,718,499 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CLS
CELESTICA INC
|
Technology | 1.99% | 1.92% |
#10
2
Prev: #8
|
1.3 |
—
|
-207 | -1.2% |
P
S
|
17,676 | $6,448,205 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WTBA
WEST BANCORPORA...
|
Financial Services | 1.85% | 2.23% |
#11
5
Prev: #6
|
1.2 |
—
|
-20,222 | -8.2% |
P
S
|
225,579 | $5,984,611 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.73% | 1.51% |
#12
Prev: #12
|
1.2 |
—
|
6 | 0.1% |
P
S
|
11,697 | $5,586,137 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 1.65% | 0.74% |
#13
27
Prev: #40
|
1.2 |
—
|
520 | 2.8% |
P
S
|
19,328 | $5,337,814 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.64% | 0.70% |
#14
34
Prev: #48
|
1.2 |
—
|
182 | 2.0% |
P
S
|
9,160 | $5,321,136 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.47% | 1.39% |
#15
Prev: #15
|
1.1 |
—
|
2 | 0.1% |
P
S
|
3,978 | $4,771,333 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.40% | 1.50% |
#16
3
Prev: #13
|
1.1 |
—
|
86 | 0.5% |
P
S
|
18,992 | $4,526,554 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.35% | 1.83% |
#17
6
Prev: #11
|
1.0 |
—
|
160 | 0.4% |
P
S
|
38,731 | $4,386,674 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.34% | 1.37% |
#18
2
Prev: #16
|
1.0 |
—
|
156 | 1.6% |
P
S
|
10,179 | $4,337,476 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.31% | 1.06% |
#19
4
Prev: #23
|
1.0 |
—
|
15 | 0.7% |
P
S
|
2,126 | $4,229,550 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 1.26% | 0.53% |
#20
49
Prev: #69
|
1.0 |
—
|
95 | 0.6% |
P
S
|
15,030 | $4,087,409 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.18% | 0.69% |
#21
29
Prev: #50
|
1.5 |
—
|
no change | no change |
P
S
|
11,236 | $3,831,701 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 1.17% | 0.60% |
#22
38
Prev: #60
|
1.0 |
—
|
136 | 2.3% |
P
S
|
5,926 | $3,785,055 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.17% | 1.46% |
#23
9
Prev: #14
|
1.0 |
—
|
-410 | -5.1% |
P
S
|
7,557 | $3,781,448 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.17% | 1.17% |
#24
6
Prev: #18
|
1.0 |
—
|
45 | 0.4% |
P
S
|
10,695 | $3,778,865 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JCI
JOHNSON CONTROL...
|
Industrials | 1.06% | 1.15% |
#25
6
Prev: #19
|
0.9 |
—
|
340 | 1.5% |
P
S
|
23,379 | $3,415,906 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.05% | 1.29% |
#26
9
Prev: #17
|
0.9 |
—
|
-7 | -0.1% |
P
S
|
9,117 | $3,400,824 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IVV
ISHARES TR
|
ETF | 1.02% | 1.09% |
#27
6
Prev: #21
|
1.4 |
—
|
no change | no change |
P
S
|
4,393 | $3,289,874 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.98% | 1.09% |
#28
6
Prev: #22
|
1.4 |
—
|
no change | no change |
P
S
|
9,712 | $3,179,029 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.97% | 1.09% |
#29
9
Prev: #20
|
1.4 |
—
|
no change | no change |
P
S
|
3,207 | $3,136,831 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HPE
HEWLETT PACKARD...
|
Technology | 0.97% | 0.62% |
#30
26
Prev: #56
|
0.9 |
—
|
1,550 | 2.3% |
P
S
|
69,355 | $3,128,605 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IWO
ISHARES TR
|
ETF | 0.94% | 0.90% |
#31
4
Prev: #27
|
0.9 |
—
|
252 | 3.4% |
P
S
|
7,755 | $3,055,202 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TER
TERADYNE INC
|
Technology | 0.94% | — |
#32
Prev: #—
|
3.9 |
—
|
6,300 | — |
NEW
|
6,300 | $3,048,192 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IEMG
ISHARES INC
|
ETF | 0.88% | 0.90% |
#33
7
Prev: #26
|
0.9 |
—
|
445 | 1.3% |
P
S
|
34,421 | $2,851,465 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.88% | — |
#34
Prev: #—
|
3.9 |
—
|
2,952 | — |
NEW
|
2,952 | $2,848,680 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.87% | 0.77% |
#35
1
Prev: #36
|
2.3 |
—
|
229 | 6.2% |
P
S
|
3,895 | $2,804,556 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BK
BANK OF NY MELL...
|
Financial Services | 0.84% | 0.85% |
#36
2
Prev: #34
|
0.8 |
—
|
57 | 0.3% |
P
S
|
18,908 | $2,734,286 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IWM
ISHARES TR
|
ETF | 0.84% | 0.86% |
#37
4
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
9,076 | $2,726,885 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AAPL
APPLE INC
|
Technology | 0.84% | 0.91% |
#38
13
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
9,354 | $2,706,674 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.80% | 0.87% |
#39
8
Prev: #31
|
0.8 |
—
|
399 | 1.1% |
P
S
|
36,195 | $2,578,894 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.79% | 1.04% |
#40
16
Prev: #24
|
0.8 |
—
|
26 | 1.0% |
P
S
|
2,751 | $2,573,478 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DE
DEERE & CO
|
Industrials | 0.79% | 0.87% |
#41
9
Prev: #32
|
0.8 |
—
|
-20 | -0.5% |
P
S
|
4,046 | $2,566,500 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.75% | 0.88% |
#42
12
Prev: #30
|
1.3 |
—
|
no change | no change |
P
S
|
9,302 | $2,422,613 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WSM
WILLIAMS SONOMA...
|
Consumer Cyclical | 0.74% | 0.71% |
#43
2
Prev: #45
|
1.3 |
—
|
no change | no change |
P
S
|
10,271 | $2,394,171 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PREF
PRINCIPAL EXCHA...
|
Preferred | 0.72% | 0.89% |
#44
15
Prev: #29
|
0.8 |
—
|
-715 | -0.6% |
P
S
|
122,830 | $2,341,140 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.67% | 0.75% |
#45
6
Prev: #39
|
0.8 |
—
|
150 | 0.6% |
P
S
|
25,534 | $2,182,863 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
OKLO
OKLO INC
|
Utilities | 0.66% | 0.77% |
#46
9
Prev: #37
|
0.8 |
—
|
160 | 0.4% |
P
S
|
40,705 | $2,130,093 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IXUS
ISHARES TR
|
ETF | 0.65% | 0.72% |
#47
5
Prev: #42
|
1.3 |
—
|
no change | no change |
P
S
|
21,933 | $2,093,286 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IWR
ISHARES TR
|
ETF | 0.64% | 0.70% |
#48
1
Prev: #47
|
1.3 |
—
|
no change | no change |
P
S
|
18,854 | $2,079,974 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IWN
ISHARES TR
|
ETF | 0.63% | 0.67% |
#49
2
Prev: #51
|
0.8 |
—
|
-50 | -0.5% |
P
S
|
9,285 | $2,053,842 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.62% | 0.72% |
#50
6
Prev: #44
|
0.7 |
—
|
12 | 0.2% |
P
S
|
5,717 | $2,016,272 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 334 holdings