Legacy Bridge, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
LB
Legacy Bridge, LLC
Institutional Filer 6.42%$262.2M320

Current Portfolio Holdings

Showing all 320 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1NVDANVIDIA CorporationTechnology65K$11.4M4.34%
2GEVGE Vernova Inc.Utilities12K$10.2M3.88%
3PLTRPalantir Technologies Inc.Technology61K$8.9M3.38%
4STRLSterling Infrastructure, Inc.Industrials19K$7.8M2.98%
5AVGOBroadcom Inc.Technology23K$7.0M2.66%
6WTBAWest Bancorporation, Inc.Financial Services246K$5.8M2.23%
7CATCaterpillar Inc.Industrials8K$5.4M2.07%
8CLSCelestica Inc.Technology18K$5.0M1.92%
9VRTVertiv Holdings CoIndustrials20K$5.0M1.90%
10ANETArista Networks, Inc.Technology39K$4.8M1.84%
11WMTWalmart Inc.Consumer Defensive39K$4.8M1.83%
12TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology12K$4.0M1.51%
13AMZNAmazon.com, Inc.Consumer Cyclical19K$3.9M1.50%
14BRKBBERKSHIRE HATHAWAY INC DEL8K$3.8M1.46%
15LLYEli Lilly and CompanyHealthcare4K$3.7M1.39%
Showing 1 to 15 of 320 holdings
Legacy Bridge, LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner