Legacy Bridge, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Legacy Bridge, Llc disclosed 317 stock positions valued at approximately $323.78M as of quarter-end June 30, 2026. The largest holdings include GE VERNOVA INC, STERLING INFRASTRUCTURE INC, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 317
- Portfolio Value
- $323.78M
Holdings by Sector
Legacy Bridge, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GE VERNOVA INC | GEV | Utilities | 4.10% | 11,289 | -361 | -3.10% | $13,262,995 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 3.81% | 14,700 | -4,517 | -23.51% | $12,338,592 |
| NVIDIA CORPORATION | NVDA | Technology | 3.65% | 58,994 | -6,241 | -9.57% | $11,804,110 |
| CATERPILLAR INC | CAT | Industrials | 2.53% | 7,679 | +10 | +0.13% | $8,177,368 |
| BROADCOM INC | AVGO | Technology | 2.38% | 20,418 | -2,124 | -9.42% | $7,712,900 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.29% | 6,433 | -109 | -1.67% | $7,425,548 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.18% | 60,435 | -85 | -0.14% | $7,050,952 |
| ARISTA NETWORKS INC | ANET | Other | 2.08% | 39,572 | +185 | +0.47% | $6,722,492 |
| VERTIV HOLDINGS CO | VRT | Industrials | 2.08% | 20,066 | +132 | +0.66% | $6,718,499 |
| CELESTICA INC | CLS | Technology | 1.99% | 17,676 | -207 | -1.16% | $6,448,205 |
| WEST BANCORPORATION INC | WTBA | Financial Services | 1.85% | 225,579 | -20,222 | -8.23% | $5,984,611 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.73% | 11,697 | +6 | +0.05% | $5,586,137 |
| NEBIUS GROUP N.V. | NBIS | Other | 1.65% | 19,328 | +520 | +2.76% | $5,337,814 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.64% | 9,160 | +182 | +2.03% | $5,321,136 |
| ELI LILLY & CO | LLY | Healthcare | 1.47% | 3,978 | +2 | +0.05% | $4,771,333 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.40% | 18,992 | +86 | +0.45% | $4,526,554 |
| WALMART INC | WMT | Consumer Defensive | 1.35% | 38,731 | +160 | +0.41% | $4,386,674 |
| EATON CORP PLC | ETN | Other | 1.34% | 10,179 | +156 | +1.56% | $4,337,476 |
| ASML HLDG NV | ASML | Other | 1.31% | 2,126 | +15 | +0.71% | $4,229,550 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 1.26% | 15,030 | +95 | +0.64% | $4,087,409 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.18% | 11,236 | - | - | $3,831,701 |
| WESTERN DIGITAL CORP | WDC | Technology | 1.17% | 5,926 | +136 | +2.35% | $3,785,055 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.17% | 7,557 | -410 | -5.15% | $3,781,448 |
| ALPHABET INC | GOOG | Communication Services | 1.17% | 10,695 | +45 | +0.42% | $3,778,865 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 1.06% | 23,379 | +340 | +1.48% | $3,415,906 |
| MICROSOFT CORP | MSFT | Technology | 1.05% | 9,117 | -7 | -0.08% | $3,400,824 |
| ISHARES TR | IVV | Other | 1.02% | 4,393 | - | - | $3,289,874 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.98% | 9,712 | - | - | $3,179,029 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.97% | 3,207 | - | - | $3,136,831 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 0.97% | 69,355 | +1,550 | +2.29% | $3,128,605 |
Showing 30 of 317 holdings in the latest reporting period.