Legacy Bridge, LLC

Est. AUM

$262.2M

13F long equity, this entity only

Positions

320

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$11.4M	65235	4.34%	SOLE
2	GE VERNOVA INC	COM	$10.2M	11650	3.88%	SOLE
3	PALANTIR TECHNOLOGIES INC	CL A	$8.9M	60520	3.38%	SOLE
4	STERLING INFRASTRUCTURE INC	COM	$7.8M	19217	2.99%	SOLE
5	BROADCOM INC	COM	$7.0M	22542	2.66%	SOLE
6	WEST BANCORPORATION INC	CAP STK	$5.8M	245801	2.23%	SOLE
7	CATERPILLAR INC	COM	$5.4M	7669	2.07%	SOLE
8	CELESTICA INC	COM	$5.0M	17883	1.92%	SOLE
9	VERTIV HOLDINGS CO	COM CL A	$5.0M	19934	1.90%	SOLE
10	ARISTA NETWORKS INC	COM SHS	$4.8M	39387	1.84%	SOLE
11	WALMART INC	COM	$4.8M	38571	1.83%	SOLE
12	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$4.0M	11691	1.51%	SOLE
13	AMAZON COM INC	COM	$3.9M	18906	1.50%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.8M	7967	1.46%	SOLE
15	ELI LILLY & CO	COM	$3.7M	3976	1.39%	SOLE
16	EATON CORP PLC	SHS	$3.6M	10023	1.37%	SOLE
17	MICROSOFT CORP	COM	$3.4M	9124	1.29%	SOLE
18	ALPHABET INC	CAP STK CL C	$3.1M	10650	1.17%	SOLE
19	JOHNSON CONTROLS INTERNATION	SHS	$3.0M	23039	1.15%	SOLE
20	PARKER-HANNIFIN CORP	COM	$2.9M	3207	1.09%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$2.9M	4393	1.09%	SOLE
22	JPMORGAN CHASE & CO	COM	$2.9M	9712	1.09%	SOLE
23	ASML HLDG NV	N Y REGISTRY SHS	$2.8M	2111	1.06%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$2.7M	2725	1.04%	SOLE
25	APPLE INC	COM	$2.4M	9354	0.91%	SOLE
26	ISHARES INC	CORE MSCI EMKT	$2.4M	33976	0.90%	SOLE
27	ISHARES TR	RUS 2000 GRW ETF	$2.4M	7503	0.90%	SOLE
28	EXXON MOBIL CORP	COM	$2.3M	13835	0.90%	SOLE
29	PRINCIPAL EXCHANGE TRADED FD	SPECTRUM PFD	$2.3M	123545	0.89%	SOLE
30	VALERO ENERGY CORP	COM	$2.3M	9302	0.88%	SOLE
31	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.3M	35796	0.87%	SOLE
32	DEERE & CO	COM	$2.3M	4066	0.87%	SOLE
33	ISHARES TR	RUSSELL 2000 ETF	$2.3M	9076	0.86%	SOLE
34	BANK NEW YORK MELLON CORP	COM	$2.2M	18851	0.85%	SOLE
35	MICRON TECHNOLOGY INC	COM	$2.2M	6542	0.84%	SOLE
36	QUANTA SVCS INC	COM	$2.0M	3666	0.77%	SOLE
37	OKLO INC	COM CL A	$2.0M	40545	0.77%	SOLE
38	CENTRUS ENERGY CORP	CL A	$2.0M	11356	0.75%	SOLE
39	VANGUARD STAR FDS	VG TL INTL STK F	$2.0M	25384	0.75%	SOLE
40	NEBIUS GROUP N.V.	SHS CLASS A	$2.0M	18808	0.74%	SOLE
41	INTUITIVE SURGICAL INC	COM NEW	$1.9M	4157	0.73%	SOLE
42	ISHARES TR	CORE MSCI TOTAL	$1.9M	21933	0.72%	SOLE
43	LOWES COS INC	COM	$1.9M	8020	0.72%	SOLE
44	HOME DEPOT INC	COM	$1.9M	5705	0.72%	SOLE
45	WILLIAMS SONOMA INC	COM	$1.9M	10271	0.71%	SOLE
46	FREEPORT MCMORAN INC	CL B	$1.8M	31362	0.70%	SOLE
47	ISHARES TR	RUS MID CAP ETF	$1.8M	18854	0.70%	SOLE
48	ADVANCED MICRO DEVICES INC	COM	$1.8M	8978	0.70%	SOLE
49	CHEVRON CORPORATION	COM	$1.8M	8772	0.69%	SOLE
50	PALO ALTO NETWORKS INC	COM	$1.8M	11236	0.69%	SOLE

1–50 of 320

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.