Legacy Bridge, Llc Portfolio Stock Holdings
Legacy Bridge, Llc disclosed 320 stock positions valued at approximately $262.2 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, GE VERNOVA INC, and PALANTIR TECHNOLOGIES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 320
- Portfolio Value
- $262.2M
Holdings by Sector
Legacy Bridge, Llc Portfolio Holdings in Q1 2026
312 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 4.34% | 65,235 | +777 | +1.21% | $11,376,985 |
| GE VERNOVA INC | GEV | Utilities | 3.88% | 11,650 | +155 | +1.35% | $10,169,285 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 3.38% | 60,520 | +1,708 | +2.90% | $8,852,866 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 2.98% | 19,217 | +779 | +4.22% | $7,826,508 |
| BROADCOM INC | AVGO | Technology | 2.66% | 22,542 | +859 | +3.96% | $6,976,975 |
| WEST BANCORPORATION INC | WTBA | Financial Services | 2.23% | 245,801 | -8,600 | -3.38% | $5,847,606 |
| CATERPILLAR INC | CAT | Industrials | 2.07% | 7,669 | +304 | +4.13% | $5,433,180 |
| CELESTICA INC | CLS | Technology | 1.92% | 17,883 | -604 | -3.27% | $5,037,284 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.90% | 19,934 | +885 | +4.65% | $4,995,062 |
| ARISTA NETWORKS INC | ANET | Other | 1.84% | 39,387 | +1,000 | +2.61% | $4,835,936 |
| WALMART INC | WMT | Consumer Defensive | 1.83% | 38,571 | +1,585 | +4.29% | $4,793,604 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.51% | 11,691 | +491 | +4.38% | $3,950,974 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.50% | 18,906 | +678 | +3.72% | $3,937,553 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.46% | 7,967 | +65 | +0.82% | $3,817,787 |
| ELI LILLY & CO | LLY | Healthcare | 1.39% | 3,976 | +114 | +2.95% | $3,657,006 |
| EATON CORP PLC | ETN | Other | 1.37% | 10,023 | +495 | +5.20% | $3,584,927 |
| MICROSOFT CORP | MSFT | Technology | 1.29% | 9,124 | +335 | +3.81% | $3,377,432 |
| ALPHABET INC | GOOG | Communication Services | 1.17% | 10,650 | +567 | +5.62% | $3,055,059 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 1.15% | 23,039 | -120 | -0.52% | $3,016,958 |
| PARKER-HANNIFIN CORP | PH | Industrials | 1.09% | 3,207 | +60 | +1.91% | $2,871,035 |
| ISHARES TR | IVV | Other | 1.09% | 4,393 | +3,893 | +778.60% | $2,869,552 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.09% | 9,712 | +55 | +0.57% | $2,856,882 |
| ASML HLDG NV | ASML | Other | 1.06% | 2,111 | +50 | +2.43% | $2,788,273 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.04% | 2,725 | +50 | +1.87% | $2,715,272 |
| APPLE INC | AAPL | Technology | 0.91% | 9,354 | +101 | +1.09% | $2,373,952 |
| ISHARES INC | IEMG | Other | 0.90% | 33,976 | +3,558 | +11.70% | $2,369,851 |
| ISHARES TR | IWO | Other | 0.90% | 7,503 | +171 | +2.33% | $2,354,550 |
| EXXON MOBIL CORP | XOM | Energy | 0.90% | 13,835 | - | - | $2,347,247 |
| PRINCIPAL EXCHANGE TRADED FD | PREF | Other | 0.89% | 123,545 | -2,060 | -1.64% | $2,325,117 |
| VALERO ENERGY CORP | VLO | Energy | 0.88% | 9,302 | -51 | -0.55% | $2,298,339 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.87% | 35,796 | +2,167 | +6.44% | $2,293,808 |
| DEERE & CO | DE | Industrials | 0.87% | 4,066 | +125 | +3.17% | $2,290,378 |
| ISHARES TR | IWM | Other | 0.86% | 9,076 | +162 | +1.82% | $2,250,848 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.85% | 18,851 | +1,255 | +7.13% | $2,236,295 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.84% | 6,542 | +1,175 | +21.89% | $2,210,150 |
| QUANTA SVCS INC | PWR | Industrials | 0.77% | 3,666 | +36 | +0.99% | $2,012,708 |
| OKLO INC | OKLO | Utilities | 0.77% | 40,545 | +2,410 | +6.32% | $2,010,627 |
| CENTRUS ENERGY CORP | LEU | Energy | 0.75% | 11,356 | +895 | +8.56% | $1,971,289 |
| VANGUARD STAR FDS | VXUS | Other | 0.75% | 25,384 | +20 | +0.08% | $1,957,326 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.74% | 18,808 | +813 | +4.52% | $1,951,519 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.73% | 4,157 | +45 | +1.09% | $1,916,336 |
| ISHARES TR | IXUS | Other | 0.72% | 21,933 | +4,614 | +26.64% | $1,900,276 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.72% | 8,020 | +105 | +1.33% | $1,894,966 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.72% | 5,705 | +16 | +0.28% | $1,876,318 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 0.71% | 10,271 | +350 | +3.53% | $1,872,712 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.70% | 31,362 | +1,335 | +4.45% | $1,843,459 |
| ISHARES TR | IWR | Other | 0.70% | 18,854 | +130 | +0.69% | $1,833,175 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.70% | 8,978 | +1,870 | +26.31% | $1,826,395 |
| CHEVRON CORPORATION | CVX | Energy | 0.69% | 8,772 | -2 | -0.02% | $1,814,927 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.69% | 11,236 | - | - | $1,801,356 |
| ISHARES TR | IWN | Other | 0.67% | 9,335 | - | - | $1,769,823 |
| NATIONAL FUEL GAS CO | NFG | Energy | 0.66% | 18,457 | +530 | +2.96% | $1,734,220 |
| EQUINIX INC | EQIX | Real Estate | 0.65% | 1,727 | -3 | -0.17% | $1,692,875 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.64% | 9,384 | -25 | -0.27% | $1,691,091 |
| NEXTPOWER INC | NXT | Technology | 0.62% | 13,470 | - | - | $1,623,809 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 0.62% | 67,805 | +1,300 | +1.95% | $1,614,438 |
| ESCO TECHNOLOGIES INC | ESE | Technology | 0.61% | 5,688 | +459 | +8.78% | $1,600,433 |
| ISHARES TR | IWS | Other | 0.61% | 10,950 | - | - | $1,595,853 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.60% | 3,698 | +45 | +1.23% | $1,570,504 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.60% | 5,790 | +5,790 | +100.00% | $1,566,138 |
| NASDAQ INC | NDAQ | Financial Services | 0.59% | 18,295 | +20 | +0.11% | $1,553,063 |
| ISHARES TR | EFA | Other | 0.58% | 15,749 | +115 | +0.74% | $1,529,677 |
| CITIGROUP INC | C | Financial Services | 0.57% | 13,294 | +12,813 | +2663.83% | $1,507,673 |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 0.57% | 32,790 | +300 | +0.92% | $1,485,387 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.56% | 47,846 | - | - | $1,481,322 |
| MORGAN STANLEY | MS | Financial Services | 0.55% | 8,837 | -30 | -0.34% | $1,454,306 |
| SPDR SERIES TRUST | XBI | Other | 0.55% | 11,209 | -90 | -0.80% | $1,431,726 |
| BLACKROCK INC | BLK | Other | 0.54% | 1,481 | +32 | +2.21% | $1,424,293 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.53% | 14,935 | +14,935 | +100.00% | $1,401,949 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.53% | 30,105 | +1,460 | +5.10% | $1,398,679 |
| T-MOBILE US INC | TMUS | Communication Services | 0.53% | 6,597 | - | - | $1,385,568 |
| META PLATFORMS INC | META | Communication Services | 0.52% | 2,393 | +112 | +4.91% | $1,369,108 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.51% | 6,751 | -290 | -4.12% | $1,329,002 |
| ISHARES INC | EWW | Other | 0.49% | 16,995 | +16,995 | +100.00% | $1,278,534 |
| QUALCOMM INC | QCOM | Technology | 0.48% | 9,726 | -55 | -0.56% | $1,252,515 |
| CAMECO CORP | CCJ | Energy | 0.48% | 11,518 | +10 | +0.09% | $1,250,970 |
| VISTRA CORP | VST | Utilities | 0.47% | 8,193 | +488 | +6.33% | $1,231,654 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.46% | 22,196 | +3,039 | +15.86% | $1,199,694 |
| GLOBAL X FDS | ARGT | Other | 0.45% | 12,780 | +12,780 | +100.00% | $1,192,630 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.45% | 12,684 | +460 | +3.76% | $1,178,090 |
| RIO TINTO PLC | RIO | Basic Materials | 0.42% | 11,680 | - | - | $1,089,628 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.41% | 625 | +588 | +1589.19% | $1,080,638 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.40% | 2,115 | -37 | -1.72% | $1,039,586 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.39% | 14,433 | -650 | -4.31% | $1,027,341 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.38% | 7,897 | -50 | -0.63% | $1,005,131 |
| NU HLDGS LTD | G6683N103 | Other | 0.38% | 69,555 | +1,200 | +1.76% | $999,506 |
| DANAHER CORP DEL | DHR | Healthcare | 0.38% | 5,226 | +65 | +1.26% | $990,850 |
| CARETRUST REIT INC | CTRE | Real Estate | 0.36% | 26,072 | -50 | -0.19% | $955,539 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.36% | 1,119 | - | - | $946,663 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.34% | 5,598 | - | - | $894,001 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.34% | 14,162 | - | - | $888,666 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.34% | 8,862 | +930 | +11.72% | $887,707 |
| STRYKER CORPORATION | SYK | Healthcare | 0.34% | 2,691 | -200 | -6.92% | $884,236 |
| VANGUARD INDEX FDS | VOO | Other | 0.33% | 1,434 | +170 | +13.45% | $856,887 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.33% | 34,588 | +2,492 | +7.76% | $856,053 |
| PFIZER INC | PFE | Healthcare | 0.33% | 30,379 | -80 | -0.26% | $853,043 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.32% | 4,522 | +476 | +11.76% | $827,753 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.32% | 14,591 | +394 | +2.78% | $827,038 |
| ISHARES TR | IWP | Other | 0.31% | 6,317 | +8 | +0.13% | $809,335 |
| ALPHABET INC | GOOGL | Communication Services | 0.30% | 2,777 | -35 | -1.24% | $798,555 |