Legacy Bridge, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Legacy Bridge, Llc disclosed 326 stock positions valued at approximately $309.61M as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, PALANTIR TECHNOLOGIES INC, and GE VERNOVA INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 326
- Portfolio Value
- $309.61M
Holdings by Sector
Legacy Bridge, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 4.41% | 59,739 | +745 | +1.26% | $13,643,194 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 3.64% | 60,275 | -160 | -0.26% | $11,274,439 |
| GE VERNOVA INC | GEV | Utilities | 3.44% | 11,202 | -87 | -0.77% | $10,647,389 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 2.56% | 16,134 | +1,434 | +9.76% | $7,934,379 |
| ARISTA NETWORKS INC | ANET | Technology | 2.53% | 38,477 | -1,095 | -2.77% | $7,833,533 |
| BROADCOM INC | AVGO | Technology | 2.33% | 20,562 | +144 | +0.71% | $7,221,169 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.20% | 6,397 | -36 | -0.56% | $6,813,509 |
| CATERPILLAR INC | CAT | Industrials | 1.98% | 7,559 | -120 | -1.56% | $6,128,762 |
| WEST BANCORPORATION INC | WTBA | Financial Services | 1.96% | 212,579 | -13,000 | -5.76% | $6,060,628 |
| CELESTICA INC | CLS | Technology | 1.93% | 16,510 | -1,166 | -6.60% | $5,967,210 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.78% | 9,006 | -154 | -1.68% | $5,509,511 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.72% | 11,682 | -15 | -0.13% | $5,329,212 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.57% | 20,173 | +107 | +0.53% | $4,867,947 |
| MICROSOFT CORP | MSFT | Technology | 1.53% | 9,239 | +122 | +1.34% | $4,738,684 |
| NEBIUS GROUP N.V. | NBIS | Communication Services | 1.48% | 19,442 | +114 | +0.59% | $4,585,979 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 1.44% | 69,885 | +530 | +0.76% | $4,464,953 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.44% | 17,837 | -1,155 | -6.08% | $4,444,089 |
| EATON CORP PLC | ETN | Industrials | 1.42% | 10,248 | +69 | +0.68% | $4,403,669 |
| ELI LILLY & CO | LLY | Healthcare | 1.40% | 3,754 | -224 | -5.63% | $4,343,679 |
| WALMART INC | WMT | Consumer Defensive | 1.29% | 38,491 | -240 | -0.62% | $3,999,985 |
| ASML HLDG NV | ASML | Technology | 1.24% | 2,124 | -2 | -0.09% | $3,847,988 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.21% | 7,552 | -5 | -0.07% | $3,760,519 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.20% | 9,386 | -1,850 | -16.46% | $3,729,152 |
| VALERO ENERGY CORP | VLO | Energy | 1.17% | 9,357 | +55 | +0.59% | $3,626,867 |
| ISHARES TR | IVV | Other | 1.09% | 4,393 | - | - | $3,364,380 |
| ALPHABET INC | GOOG | Communication Services | 1.07% | 9,695 | -1,000 | -9.35% | $3,303,475 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.03% | 9,610 | -102 | -1.05% | $3,179,277 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 0.95% | 15,050 | +20 | +0.13% | $2,931,590 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.95% | 3,063 | -144 | -4.49% | $2,926,452 |
| APPLE INC | AAPL | Technology | 0.93% | 8,626 | -728 | -7.78% | $2,872,631 |
Showing 30 of 326 holdings in the latest reporting period.