Holders — by stockHoldings — by fund
Legacy Bridge, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001689144
$323.8M
disclosed book value
322
positions
4.1%
largest position share
Positions, as of 2026-06-30
top 100 of 322 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GEVGE VERNOVA INC | 11,289 | $13.3M | 4.1% |
| 2 | STRLSTERLING INFRASTRUCTURE INC | 14,700 | $12.3M | 3.8% |
| 3 | NVDANVIDIA CORPORATION | 58,994 | $11.8M | 3.6% |
| 4 | CATCATERPILLAR INC | 7,679 | $8.2M | 2.5% |
| 5 | AVGOBROADCOM INC | 20,418 | $7.7M | 2.4% |
| 6 | MUMICRON TECHNOLOGY INC | 6,433 | $7.4M | 2.3% |
| 7 | PLTRPALANTIR TECHNOLOGIES INC | 60,435 | $7.1M | 2.2% |
| 8 | ANETARISTA NETWORKS INC | 39,572 | $6.7M | 2.1% |
| 9 | VRTVERTIV HOLDINGS CO | 20,066 | $6.7M | 2.1% |
| 10 | CLSCELESTICA INC | 17,676 | $6.4M | 2% |
| 11 | WTBAWEST BANCORPORATION INC | 225,579 | $6.0M | 1.8% |
| 12 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 11,697 | $5.6M | 1.7% |
| 13 | NEBIUS GROUP N.V. | 19,328 | $5.3M | 1.6% |
| 14 | AMDADVANCED MICRO DEVICES INC | 9,160 | $5.3M | 1.6% |
| 15 | LLYELI LILLY & CO | 3,978 | $4.8M | 1.5% |
| 16 | AMZNAMAZON COM INC | 18,992 | $4.5M | 1.4% |
| 17 | WMTWALMART INC | 38,731 | $4.4M | 1.4% |
| 18 | EATON CORP PLC | 10,179 | $4.3M | 1.3% |
| 19 | ASML HLDG NV | 2,126 | $4.2M | 1.3% |
| 20 | CREDO TECHNOLOGY GROUP HOLDI | 15,030 | $4.1M | 1.3% |
| 21 | PANWPALO ALTO NETWORKS INC | 11,236 | $3.8M | 1.2% |
| 22 | WDCWESTERN DIGITAL CORP | 5,926 | $3.8M | 1.2% |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,557 | $3.8M | 1.2% |
| 24 | GOOGALPHABET INC | 10,695 | $3.8M | 1.2% |
| 25 | JOHNSON CONTROLS INTERNATION | 23,379 | $3.4M | 1.1% |
| 26 | MSFTMICROSOFT CORP | 9,117 | $3.4M | 1.1% |
| 27 | IVVISHARES TR | 4,393 | $3.3M | 1% |
| 28 | JPMJPMORGAN CHASE & CO | 9,712 | $3.2M | 1% |
| 29 | PHPARKER-HANNIFIN CORP | 3,207 | $3.1M | 1% |
| 30 | HPEHEWLETT PACKARD ENTERPRISE C | 69,355 | $3.1M | 1% |
| 31 | IWOISHARES TR | 7,755 | $3.1M | 0.9% |
| 32 | TERTERADYNE INC | 6,300 | $3.0M | 0.9% |
| 33 | IEMGISHARES INC | 34,421 | $2.9M | 0.9% |
| 34 | SEAGATE TECHNOLOGY HLDNGS PL | 2,952 | $2.8M | 0.9% |
| 35 | PWRQUANTA SVCS INC | 3,895 | $2.8M | 0.9% |
| 36 | BNYBANK OF NY MELLON CORP | 18,908 | $2.7M | 0.8% |
| 37 | IWMISHARES TR | 9,076 | $2.7M | 0.8% |
| 38 | AAPLAPPLE INC | 9,354 | $2.7M | 0.8% |
| 39 | VEAVANGUARD TAX-MANAGED FDS | 36,195 | $2.6M | 0.8% |
| 40 | COSTCOSTCO WHOLESALE CORPORATION | 2,751 | $2.6M | 0.8% |
| 41 | DEDEERE & CO | 4,046 | $2.6M | 0.8% |
| 42 | VLOVALERO ENERGY CORP | 9,302 | $2.4M | 0.7% |
| 43 | WSMWILLIAMS SONOMA INC | 10,271 | $2.4M | 0.7% |
| 44 | PREFPRINCIPAL EXCHANGE TRADED FD | 122,830 | $2.3M | 0.7% |
| 45 | VXUSVANGUARD STAR FDS | 25,534 | $2.2M | 0.7% |
| 46 | OKLOOKLO INC | 40,705 | $2.1M | 0.7% |
| 47 | IXUSISHARES TR | 21,933 | $2.1M | 0.6% |
| 48 | IWRISHARES TR | 18,854 | $2.1M | 0.6% |
| 49 | IWNISHARES TR | 9,285 | $2.1M | 0.6% |
| 50 | HDHOME DEPOT INC | 5,717 | $2.0M | 0.6% |
| 51 | ESEESCO TECHNOLOGIES INC | 5,688 | $2.0M | 0.6% |
| 52 | FCXFREEPORT MCMORAN INC | 31,132 | $2.0M | 0.6% |
| 53 | EXMOCEXXON MOBIL CORP | 14,237 | $1.9M | 0.6% |
| 54 | AXONAXON ENTERPRISE INC | 3,458 | $1.9M | 0.6% |
| 55 | LEUCENTRUS ENERGY CORP | 11,441 | $1.9M | 0.6% |
| 56 | NXP SEMICONDUCTORS N V | 6,751 | $1.9M | 0.6% |
| 57 | MSMORGAN STANLEY | 8,837 | $1.8M | 0.6% |
| 58 | CCITIGROUP INC | 13,064 | $1.8M | 0.6% |
| 59 | IWSISHARES TR | 10,950 | $1.8M | 0.6% |
| 60 | EQIXEQUINIX INC | 1,727 | $1.8M | 0.6% |
| 61 | QCOMQUALCOMM INC | 9,726 | $1.8M | 0.6% |
| 62 | LOWLOWES COS INC | 8,020 | $1.8M | 0.5% |
| 63 | SCHMSCHWAB STRATEGIC TR | 47,816 | $1.8M | 0.5% |
| 64 | XBISPDR SERIES TRUST | 10,933 | $1.7M | 0.5% |
| 65 | FITBFIFTH THIRD BANCORP | 30,205 | $1.7M | 0.5% |
| 66 | DLRDIGITAL RLTY TR INC | 9,399 | $1.7M | 0.5% |
| 67 | EFAISHARES TR | 15,769 | $1.6M | 0.5% |
| 68 | POWLPOWELL INDS INC | 5,720 | $1.6M | 0.5% |
| 69 | NXTNEXTPOWER INC | 13,490 | $1.6M | 0.5% |
| 70 | ISRGINTUITIVE SURGICAL INC | 4,014 | $1.6M | 0.5% |
| 71 | NFGNATIONAL FUEL GAS CO | 19,292 | $1.5M | 0.5% |
| 72 | NDAQNASDAQ INC | 18,310 | $1.4M | 0.4% |
| 73 | CVXCHEVRON CORPORATION | 8,632 | $1.4M | 0.4% |
| 74 | BLKBLACKROCK INC | 1,481 | $1.4M | 0.4% |
| 75 | RKLBROCKET LAB CORP | 13,850 | $1.4M | 0.4% |
| 76 | VWOVANGUARD INTL EQUITY INDEX F | 23,138 | $1.4M | 0.4% |
| 77 | METAMETA PLATFORMS INC | 2,393 | $1.3M | 0.4% |
| 78 | SNOWSNOWFLAKE INC | 5,167 | $1.3M | 0.4% |
| 79 | VSTVISTRA CORP | 8,263 | $1.3M | 0.4% |
| 80 | NSITINSIGHT ENTERPRISES INC | 10,415 | $1.3M | 0.4% |
| 81 | VTWOVANGUARD SCOTTSDALE FDS | 9,862 | $1.2M | 0.4% |
| 82 | BWXTBWX TECHNOLOGIES INC | 6,031 | $1.2M | 0.4% |
| 83 | CCJCAMECO CORP | 11,518 | $1.2M | 0.4% |
| 84 | ARGTGLOBAL X FDS | 12,565 | $1.1M | 0.4% |
| 85 | NEENEXTERA ENERGY INC | 12,714 | $1.1M | 0.3% |
| 86 | RIORIO TINTO PLC | 11,680 | $1.1M | 0.3% |
| 87 | EWWISHARES INC | 14,360 | $1.1M | 0.3% |
| 88 | MELIMERCADOLIBRE INC | 635 | $1.1M | 0.3% |
| 89 | GSGOLDMAN SACHS GROUP INC | 1,063 | $1.1M | 0.3% |
| 90 | TMOTHERMO FISHER SCIENTIFIC INC | 2,115 | $1.1M | 0.3% |
| 91 | CTRECARETRUST REIT INC | 26,102 | $1.1M | 0.3% |
| 92 | VOOVANGUARD INDEX FDS | 1,448 | $994,501 | 0.3% |
| 93 | DHRDANAHER CORP DEL | 5,111 | $973,544 | 0.3% |
| 94 | SCHFSCHWAB STRATEGIC TR | 34,588 | $958,088 | 0.3% |
| 95 | GOOGLALPHABET INC | 2,652 | $947,746 | 0.3% |
| 96 | NU HLDGS LTD | 70,405 | $940,611 | 0.3% |
| 97 | IWPISHARES TR | 6,317 | $924,872 | 0.3% |
| 98 | IJHISHARES TR | 11,790 | $909,127 | 0.3% |
| 99 | TMUST-MOBILE US INC | 5,189 | $870,351 | 0.3% |
| 100 | UNPUNION PAC CORP | 3,170 | $862,240 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.