Legacy Bridge, LLC Top Holdings and 13F Report (2026) About Legacy Bridge, LLCInvestment ActivityLegacy Bridge, LLC has $262.21 million in total holdings as of March 31, 2026.Legacy Bridge, LLC owns shares of 320 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 6.82% of the portfolio was purchased this quarter.About 1.34% of the portfolio was sold this quarter.This quarter, Legacy Bridge, LLC has purchased 464 new stocks and bought additional shares in 91 stocks.Legacy Bridge, LLC sold shares of 57 stocks and completely divested from 162 stocks this quarter.Largest Holdings NVIDIA $11,376,985GE VERNOVA INC $10,169,285PALANTIR TECHNOLOGIES INC $8,852,866Sterling Infrastructure $7,826,508Broadcom $6,976,975 Largest New Holdings this Quarter 958102105 - Western Digital $1,566,138 HoldingG25457105 - Credo Technology Group $1,401,949 Holding464286822 - iShares MSCI Mexico ETF $1,278,534 Holding37950E259 - Global X MSCI Argentina ETF $1,192,630 Holding00039J822 - AB ACTIVE ETFS INC $416,234 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 3,893 shares (about $2.54M)Western Digital 5,790 shares (about $1.57M)Citigroup 12,813 shares (about $1.45M)Credo Technology Group 14,935 shares (about $1.40M)iShares MSCI Mexico ETF 16,995 shares (about $1.28M) Largest Sales this Quarter West Bancorporation 8,600 shares (about $204.59K)CELESTICA INC 604 shares (about $170.13K)Vanguard Mid-Cap Value ETF 500 shares (about $92.14K)McDonald's 271 shares (about $84.22K)Stryker 200 shares (about $65.72K) 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 PortfolioSectorNVDANVIDIA$11,376,985$135,509 â–²1.2%65,2354.3%Computer and TechnologyGE VERNOVA INC$10,169,285$135,300 â–²1.3%11,6503.9%COMPALANTIR TECHNOLOGIES INC$8,852,866$249,846 â–²2.9%60,5203.4%CL ASTRLSterling Infrastructure$7,826,508$317,263 â–²4.2%19,2173.0%ConstructionAVGOBroadcom$6,976,975$265,869 â–²4.0%22,5422.7%Computer and TechnologyWTBAWest Bancorporation$5,847,606$204,594 â–¼-3.4%245,8012.2%FinanceCATCaterpillar$5,433,180$215,372 â–²4.1%7,6692.1%IndustrialsCELESTICA INC$5,037,284$170,135 â–¼-3.3%17,8831.9%COMVRTVertiv$4,995,062$221,763 â–²4.6%19,9341.9%Computer and TechnologyARISTA NETWORKS INC$4,835,936$122,780 â–²2.6%39,3871.8%COM SHSWALMART INC$4,793,604$196,984 â–²4.3%38,5711.8%COMTSMTaiwan Semiconductor Manufacturing$3,950,974$165,933 â–²4.4%11,6911.5%Computer and TechnologyAMZNAmazon.com$3,937,553$141,207 â–²3.7%18,9061.5%Retail/WholesaleBRK.BBerkshire Hathaway$3,817,787$31,148 â–²0.8%7,9671.5%FinanceLLYEli Lilly and Company$3,657,006$104,854 â–²3.0%3,9761.4%MedicalETNEaton$3,584,927$177,047 â–²5.2%10,0231.4%IndustrialsMSFTMicrosoft$3,377,432$124,007 â–²3.8%9,1241.3%Computer and TechnologyGOOGAlphabet$3,055,059$162,650 â–²5.6%10,6501.2%Computer and TechnologyJCIJohnson Controls International$3,016,958$15,714 â–¼-0.5%23,0391.2%ConstructionPHParker-Hannifin$2,871,035$53,714 â–²1.9%3,2071.1%IndustrialsIVViShares Core S&P 500 ETF$2,869,552$2,542,947 â–²778.6%4,3931.1%ETFJPMJPMorgan Chase & Co.$2,856,882$16,179 â–²0.6%9,7121.1%FinanceASMLASML$2,788,273$66,042 â–²2.4%2,1111.1%Computer and TechnologyCOSTCostco Wholesale$2,715,272$49,822 â–²1.9%2,7251.0%Retail/WholesaleAAPLApple$2,373,952$25,633 â–²1.1%9,3540.9%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,369,851$248,173 â–²11.7%33,9760.9%ETFIWOiShares Russell 2000 Growth ETF$2,354,550$53,662 â–²2.3%7,5030.9%ETFXOMExxonMobil$2,347,2470.0%13,8350.9%EnergyPREFPrincipal Spectrum Preferred Securities Active ETF$2,325,117$38,769 â–¼-1.6%123,5450.9%ETFVLOValero Energy$2,298,339$12,601 â–¼-0.5%9,3020.9%EnergyVEAVanguard FTSE Developed Markets ETF$2,293,808$138,861 â–²6.4%35,7960.9%ETFDEDeere & Company$2,290,378$70,413 â–²3.2%4,0660.9%IndustrialsIWMiShares Russell 2000 ETF$2,250,848$40,176 â–²1.8%9,0760.9%FinanceBANK NEW YORK MELLON CORP$2,236,295$148,881 â–²7.1%18,8510.9%COMMUMicron Technology$2,210,150$396,962 â–²21.9%6,5420.8%Computer and TechnologyPWRQuanta Services$2,012,708$19,765 â–²1.0%3,6660.8%ConstructionALCCAltC Acquisition$2,010,627$119,512 â–²6.3%40,5450.8%EnergyLEUCentrus Energy$1,971,289$155,363 â–²8.6%11,3560.8%Basic MaterialsVXUSVanguard Total International Stock ETF$1,957,326$1,542 â–²0.1%25,3840.7%ETFYNDXYandex$1,951,519$84,357 â–²4.5%18,8080.7%Computer and TechnologyISRGIntuitive Surgical$1,916,336$20,745 â–²1.1%4,1570.7%MedicalIXUSiShares Core MSCI Total International Stock ETF$1,900,276$399,757 â–²26.6%21,9330.7%ManufacturingLOWLowe's Companies$1,894,966$24,809 â–²1.3%8,0200.7%Retail/WholesaleHDHome Depot$1,876,318$5,262 â–²0.3%5,7050.7%Retail/WholesaleWSMWilliams-Sonoma$1,872,712$63,816 â–²3.5%10,2710.7%Retail/WholesaleFCXFreeport-McMoRan$1,843,459$78,471 â–²4.4%31,3620.7%Basic MaterialsIWRiShares Russell Mid-Cap ETF$1,833,175$12,640 â–²0.7%18,8540.7%ETFAMDAdvanced Micro Devices$1,826,395$380,414 â–²26.3%8,9780.7%Computer and TechnologyCVXChevron$1,814,927$414 â–¼0.0%8,7720.7%EnergyPANWPalo Alto Networks$1,801,3560.0%11,2360.7%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,769,8230.0%9,3350.7%ETFNFGNational Fuel Gas$1,734,220$49,799 â–²3.0%18,4570.7%EnergyEQIXEquinix$1,692,875$2,941 â–¼-0.2%1,7270.6%FinanceDLRDigital Realty Trust$1,691,091$4,505 â–¼-0.3%9,3840.6%FinanceNXTNextpower$1,623,8090.0%13,4700.6%EnergyHPEHewlett Packard Enterprise$1,614,438$30,953 â–²2.0%67,8050.6%Computer and TechnologyESEESCO Technologies$1,600,433$129,149 â–²8.8%5,6880.6%IndustrialsIWSiShares Russell Mid-Cap Value ETF$1,595,8530.0%10,9500.6%ETFAXONAxon Enterprise$1,570,504$19,111 â–²1.2%3,6980.6%AerospaceWDCWestern Digital$1,566,138$1,566,138 â–²New Holding5,7900.6%Computer and TechnologyNDAQNasdaq$1,553,063$1,698 â–²0.1%18,2950.6%FinanceEFAiShares MSCI EAFE ETF$1,529,677$11,170 â–²0.7%15,7490.6%FinanceCCitigroup$1,507,673$1,453,123 â–²2,663.8%13,2940.6%Financial ServicesTSCOTractor Supply$1,485,387$13,590 â–²0.9%32,7900.6%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$1,481,3220.0%47,8460.6%ETFMSMorgan Stanley$1,454,306$4,937 â–¼-0.3%8,8370.6%FinanceXBISPDR S&P Biotech ETF$1,431,726$11,496 â–¼-0.8%11,2090.5%ETFBLACKROCK INC$1,424,293$30,775 â–²2.2%1,4810.5%COMCRDOCredo Technology Group$1,401,949$1,401,949 â–²New Holding14,9350.5%Computer and TechnologyFITBFifth Third Bancorp$1,398,679$67,832 â–²5.1%30,1050.5%FinanceTMUST-Mobile US$1,385,5680.0%6,5970.5%Computer and TechnologyMETAMeta Platforms$1,369,108$64,079 â–²4.9%2,3930.5%Computer and TechnologyNXPINXP Semiconductors$1,329,002$57,089 â–¼-4.1%6,7510.5%Computer and TechnologyEWWiShares MSCI Mexico ETF$1,278,534$1,278,534 â–²New Holding16,9950.5%ETFQCOMQualcomm$1,252,515$7,083 â–¼-0.6%9,7260.5%Computer and TechnologyCCJCameco$1,250,970$1,086 â–²0.1%11,5180.5%Basic MaterialsVSTVistra$1,231,654$73,361 â–²6.3%8,1930.5%UtilitiesVWOVanguard FTSE Emerging Markets ETF$1,199,694$164,258 â–²15.9%22,1960.5%ETFARGTGlobal X MSCI Argentina ETF$1,192,630$1,192,630 â–²New Holding12,7800.5%ETFNEENextEra Energy$1,178,090$42,725 â–²3.8%12,6840.4%UtilitiesRIORio Tinto$1,089,6280.0%11,6800.4%Basic MaterialsMELIMercadoLibre$1,080,638$1,016,664 â–²1,589.2%6250.4%Retail/WholesaleTMOThermo Fisher Scientific$1,039,586$18,187 â–¼-1.7%2,1150.4%MedicalGEHCGE HealthCare Technologies$1,027,341$46,267 â–¼-4.3%14,4330.4%MedicalJJacobs Solutions$1,005,131$6,364 â–¼-0.6%7,8970.4%Business ServicesNUNU$999,506$17,244 â–²1.8%69,5550.4%FinanceDHRDanaher$990,850$12,324 â–²1.3%5,2260.4%MedicalCARETRUST REIT INC$955,539$1,833 â–¼-0.2%26,0720.4%COMGSThe Goldman Sachs Group$946,6630.0%1,1190.4%FinanceTJXTJX Companies$894,0010.0%5,5980.3%Retail/WholesaleBSXBoston Scientific$888,6660.0%14,1620.3%MedicalVTWOVanguard Russell 2000 ETF$887,707$93,158 â–²11.7%8,8620.3%ETFSYKStryker$884,236$65,718 â–¼-6.9%2,6910.3%MedicalVOOVanguard S&P 500 ETF$856,887$101,584 â–²13.4%1,4340.3%ETFSCHFSchwab International Equity ETF$856,053$61,677 â–²7.8%34,5880.3%ETFPFEPfizer$853,043$2,246 â–¼-0.3%30,3790.3%MedicalAVAVAeroVironment$827,753$87,132 â–²11.8%4,5220.3%AerospaceJEPIJPMorgan Equity Premium Income ETF$827,038$22,332 â–²2.8%14,5910.3%ETFIWPiShares Russell Mid-Cap Growth ETF$809,335$1,025 â–²0.1%6,3170.3%ETFGOOGLAlphabet$798,555$10,065 â–¼-1.2%2,7770.3%Computer and TechnologyShowing largest 100 holdings. 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