Legacy Bridge, LLC Top Holdings and 13F Report (2026) About Legacy Bridge, LLCInvestment ActivityLegacy Bridge, LLC has $323.78 million in total holdings as of June 30, 2026.Legacy Bridge, LLC owns shares of 322 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About 3.40% of the portfolio was sold this quarter.This quarter, Legacy Bridge, LLC has purchased 320 new stocks and bought additional shares in 67 stocks.Legacy Bridge, LLC sold shares of 55 stocks and completely divested from 12 stocks this quarter.Largest Holdings GE VERNOVA INC $13,262,995Sterling Infrastructure $12,338,592NVIDIA $11,804,110Caterpillar $8,177,368Broadcom $7,712,900 Largest New Holdings this Quarter 880770102 - Teradyne $3,048,192 HoldingG7997R103 - Seagate Technology $2,848,680 Holding739128106 - Powell Industries $1,637,980 Holding05605H100 - BWX Technologies $1,173,935 Holding449109107 - HYLIION HOLDINGS CORP $140,149 Holding Largest Purchases this Quarter Teradyne 6,300 shares (about $3.05M)Seagate Technology 2,952 shares (about $2.85M)Powell Industries 5,720 shares (about $1.64M)ROCKET LAB CORP 13,840 shares (about $1.41M)BWX Technologies 6,031 shares (about $1.17M) Largest Sales this Quarter Sterling Infrastructure 4,517 shares (about $3.79M)NVIDIA 6,241 shares (about $1.25M)Broadcom 2,124 shares (about $802.34K)West Bancorporation 20,222 shares (about $536.49K)GE VERNOVA INC 361 shares (about $424.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Bridge, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGE VERNOVA INC$13,262,995$424,124 ▼-3.1%11,2894.1%COMSTRLSterling Infrastructure$12,338,592$3,791,389 ▼-23.5%14,7003.8%IndustrialsNVDANVIDIA$11,804,110$1,248,762 ▼-9.6%58,9943.6%TechnologyCATCaterpillar$8,177,368$10,649 ▲0.1%7,6792.5%IndustrialsAVGOBroadcom$7,712,900$802,341 ▼-9.4%20,4182.4%TechnologyMUMicron Technology$7,425,548$125,818 ▼-1.7%6,4332.3%TechnologyPALANTIR TECHNOLOGIES INC$7,050,952$9,917 ▼-0.1%60,4352.2%CL AARISTA NETWORKS INC$6,722,492$31,428 ▲0.5%39,5722.1%COM SHSVRTVertiv$6,718,499$44,196 ▲0.7%20,0662.1%IndustrialsCELESTICA INC$6,448,205$75,514 ▼-1.2%17,6762.0%COMWTBAWest Bancorporation$5,984,611$536,490 ▼-8.2%225,5791.8%FinanceTSMTaiwan Semiconductor Manufacturing$5,586,137$2,865 ▲0.1%11,6971.7%TechnologyYNDXYandex$5,337,814$143,608 ▲2.8%19,3281.6%TechnologyAMDAdvanced Micro Devices$5,321,136$105,726 ▲2.0%9,1601.6%TechnologyLLYEli Lilly and Company$4,771,333$2,399 ▲0.1%3,9781.5%HealthcareAMZNAmazon.com$4,526,554$20,497 ▲0.5%18,9921.4%Consumer DiscretionaryWALMART INC$4,386,674$18,122 ▲0.4%38,7311.4%COMETNEaton$4,337,476$66,475 ▲1.6%10,1791.3%IndustrialsASMLASML$4,229,550$29,842 ▲0.7%2,1261.3%TechnologyCRDOCredo Technology Group$4,087,409$25,835 ▲0.6%15,0301.3%TechnologyPANWPalo Alto Networks$3,831,7010.0%11,2361.2%TechnologyWDCWestern Digital$3,785,055$86,866 ▲2.3%5,9261.2%TechnologyBRK.BBerkshire Hathaway$3,781,448$205,160 ▼-5.1%7,5571.2%FinanceGOOGAlphabet$3,778,865$15,900 ▲0.4%10,6951.2%Communication ServicesJCIJohnson Controls International$3,415,906$49,677 ▲1.5%23,3791.1%IndustrialsMSFTMicrosoft$3,400,824$2,611 ▼-0.1%9,1171.1%TechnologyIVViShares Core S&P 500 ETF$3,289,8740.0%4,3931.0%ETFJPMJPMorgan Chase & Co.$3,179,0290.0%9,7121.0%FinancePHParker-Hannifin$3,136,8310.0%3,2071.0%IndustrialsHPEHewlett Packard Enterprise$3,128,605$69,921 ▲2.3%69,3551.0%TechnologyIWOiShares Russell 2000 Growth ETF$3,055,202$99,279 ▲3.4%7,7550.9%ETFTERTeradyne$3,048,192$3,048,192 ▲New Holding6,3000.9%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,851,465$36,864 ▲1.3%34,4210.9%ETFSTXSeagate Technology$2,848,680$2,848,680 ▲New Holding2,9520.9%TechnologyPWRQuanta Services$2,804,556$164,889 ▲6.2%3,8950.9%IndustrialsBANK OF NY MELLON CORP$2,734,286$8,243 ▲0.3%18,9080.8%COMIWMiShares Russell 2000 ETF$2,726,8850.0%9,0760.8%ETFAAPLApple$2,706,6740.0%9,3540.8%TechnologyVEAVanguard FTSE Developed Markets ETF$2,578,894$28,429 ▲1.1%36,1950.8%ETFCOSTCostco Wholesale$2,573,478$24,322 ▲1.0%2,7510.8%Consumer StaplesDEDeere & Company$2,566,500$12,687 ▼-0.5%4,0460.8%IndustrialsVLOValero Energy$2,422,6130.0%9,3020.7%EnergyWSMWilliams-Sonoma$2,394,1710.0%10,2710.7%Consumer DiscretionaryPREFPrincipal Spectrum Preferred Securities Active ETF$2,341,140$13,628 ▼-0.6%122,8300.7%ETFVXUSVanguard Total International Stock ETF$2,182,863$12,823 ▲0.6%25,5340.7%ETFALCCAltC Acquisition$2,130,093$8,373 ▲0.4%40,7050.7%IXUSiShares Core MSCI Total International Stock ETF$2,093,2860.0%21,9330.6%ETFIWRiShares Russell Mid-Cap ETF$2,079,9740.0%18,8540.6%ETFIWNiShares Russell 2000 Value ETF$2,053,842$11,060 ▼-0.5%9,2850.6%ETFHDHome Depot$2,016,272$4,232 ▲0.2%5,7170.6%Consumer DiscretionaryESEESCO Technologies$1,991,0280.0%5,6880.6%IndustrialsFCXFreeport-McMoRan$1,957,892$14,465 ▼-0.7%31,1320.6%MaterialsXOMExxonMobil$1,946,483$54,961 ▲2.9%14,2370.6%EnergyAXONAxon Enterprise$1,938,590$134,546 ▼-6.5%3,4580.6%IndustrialsLEUCentrus Energy$1,920,601$14,269 ▲0.7%11,4410.6%EnergyNXPINXP Semiconductors$1,897,2340.0%6,7510.6%TechnologyMSMorgan Stanley$1,847,2870.0%8,8370.6%FinanceCCitigroup$1,828,438$32,191 ▼-1.7%13,0640.6%FinanceIWSiShares Russell Mid-Cap Value ETF$1,802,3700.0%10,9500.6%ETFEQIXEquinix$1,800,2080.0%1,7270.6%Real EstateQCOMQualcomm$1,797,2680.0%9,7260.6%TechnologyLOWLowe's Companies$1,768,3300.0%8,0200.5%Consumer DiscretionarySCHMSchwab U.S. Mid-Cap ETF$1,762,987$1,106 ▼-0.1%47,8160.5%ETFXBISPDR S&P Biotech ETF$1,730,148$43,677 ▼-2.5%10,9330.5%ETFFITBFifth Third Bancorp$1,702,656$5,637 ▲0.3%30,2050.5%FinanceDLRDigital Realty Trust$1,687,873$2,694 ▲0.2%9,3990.5%Real EstateEFAiShares MSCI EAFE ETF$1,638,059$2,078 ▲0.1%15,7690.5%ETFPOWLPowell Industries$1,637,980$1,637,980 ▲New Holding5,7200.5%IndustrialsNXTNextpower$1,607,199$2,383 ▲0.1%13,4900.5%IndustrialsISRGIntuitive Surgical$1,596,288$56,868 ▼-3.4%4,0140.5%HealthcareNFGNational Fuel Gas$1,489,536$64,470 ▲4.5%19,2920.5%UtilitiesNDAQNasdaq$1,443,195$1,182 ▲0.1%18,3100.4%FinanceCVXChevron$1,430,841$23,206 ▼-1.6%8,6320.4%EnergyBLACKROCK INC$1,424,0710.0%1,4810.4%COMROCKET LAB CORP$1,407,853$1,406,836 ▲138,400.0%13,8500.4%COMVWOVanguard FTSE Emerging Markets ETF$1,381,108$56,228 ▲4.2%23,1380.4%ETFMETAMeta Platforms$1,347,9530.0%2,3930.4%Communication ServicesSNOWSnowflake$1,315,002$15,270 ▲1.2%5,1670.4%TechnologyVSTVistra$1,310,760$11,104 ▲0.9%8,2630.4%UtilitiesNSITInsight Enterprises$1,268,5470.0%10,4150.4%TechnologyVTWOVanguard Russell 2000 ETF$1,197,445$121,420 ▲11.3%9,8620.4%ETFBWXTBWX Technologies$1,173,935$1,173,935 ▲New Holding6,0310.4%IndustrialsCCJCameco$1,173,2240.0%11,5180.4%EnergyARGTGlobal X MSCI Argentina ETF$1,147,185$19,630 ▼-1.7%12,5650.4%ETFNEENextEra Energy$1,115,908$2,633 ▲0.2%12,7140.3%UtilitiesRIORio Tinto$1,108,7830.0%11,6800.3%MaterialsEWWiShares MSCI Mexico ETF$1,080,878$198,337 ▼-15.5%14,3600.3%ETFMELIMercadoLibre$1,077,843$16,974 ▲1.6%6350.3%Consumer DiscretionaryGSThe Goldman Sachs Group$1,075,087$56,637 ▼-5.0%1,0630.3%FinanceTMOThermo Fisher Scientific$1,060,3770.0%2,1150.3%HealthcareCARETRUST REIT INC$1,053,216$1,211 ▲0.1%26,1020.3%COMVOOVanguard S&P 500 ETF$994,501$9,615 ▲1.0%1,4480.3%ETFDHRDanaher$973,544$21,905 ▼-2.2%5,1110.3%HealthcareSCHFSchwab International Equity ETF$958,0880.0%34,5880.3%ETFGOOGLAlphabet$947,746$44,671 ▼-4.5%2,6520.3%Communication ServicesNUNU$940,611$11,356 ▲1.2%70,4050.3%FinanceIWPiShares Russell Mid-Cap Growth ETF$924,8720.0%6,3170.3%ETFIJHiShares Core S&P Mid-Cap ETF$909,127$37,707 ▲4.3%11,7900.3%ETFTMUST-Mobile US$870,351$236,164 ▼-21.3%5,1890.3%Communication ServicesUNPUnion Pacific$862,240$54,400 ▲6.7%3,1700.3%IndustrialsShowing largest 100 holdings. 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