Legacy Bridge, LLC

CIK

1689144

Location

WEST DES MOINES, IA

Portfolio Value

Small $214,444,285

Diversification

Diversified

Filing Date

Global Rank

#4,053 / 8,624 ▲ 220 · as of Mar 2026

Top Industry

Semiconductors 14.5%

3Y Alpha vs SPY

+4.3%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+88.6%

SPY

+67.7%

Annualised alpha

+4.7%

Max drawdown

−21.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

222 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.3%

−0.6 pts

Top 5

21.1%

+0.0 pts

Top 10

33.3%

+0.2 pts

HHI

185

Diversified−3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$70,323,755	51
Industrials	22.2%	$47,697,637	28
Financial Services	12.5%	$26,726,259	31
Consumer Cyclical	7.1%	$15,252,441	21
Healthcare	5.9%	$12,601,297	20
Energy	5.8%	$12,391,049	14
Consumer Defensive	4.6%	$9,912,982	14
Communication Services	2.8%	$5,904,765	10
Utilities	2.2%	$4,639,183	6
Real Estate	2.1%	$4,398,084	8
Basic Materials	1.5%	$3,263,065	10
Unclassified	0.6%	$1,333,768	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
C	Citigroup Inc	+12,813	13,294	$1,507,672
IREN	IREN Ltd	+2,425	3,775	$129,407
OKLO	Oklo Inc.	+2,410	40,545	$2,010,626
AMD	Advanced Micro Devices Inc	+1,870	8,978	$1,826,394
PLTR	Palantir Technologies Inc.	+1,708	60,520	$8,852,865
WMT	Walmart Inc.	+1,585	38,571	$4,793,603
EOSE	Eos Energy Enterprises, Inc.	+1,500	2,800	$13,888
FITB	Fifth Third Bancorp	+1,460	30,105	$1,398,678
IONQ	IonQ, Inc.	+1,365	13,509	$389,464
FCX	Freeport-Mcmoran Inc	+1,335	31,362	$1,843,458
HPE	Hewlett Packard Enterprise Co	+1,300	67,805	$1,614,437
BNY	Bank of New York Mellon Corp	+1,255	18,851	$2,236,294
NU	Nu Holdings Ltd.	+1,200	69,555	$999,505
MU	Micron Technology Inc	+1,175	6,542	$2,210,149
ANET	Arista Networks, Inc.	+1,000	39,387	$4,835,935
LEU	Centrus Energy Corp	+895	11,356	$1,971,288
VRT	Vertiv Holdings Co	+885	19,934	$4,995,061
AVGO	Broadcom Inc.	+859	22,542	$6,976,974
NBIS	Nebius Group N.V.	+813	18,808	$1,951,518
TEM	Tempus AI, Inc.	+790	13,208	$597,265
STRL	Sterling Infrastructure, Inc.	+779	19,217	$7,826,507
NVDA	Nvidia Corp	+777	65,235	$11,376,984
AMZN	Amazon Com Inc	+678	18,906	$3,937,552
MELI	Mercadolibre Inc	+588	625	$1,080,637
NFG	National Fuel Gas Co	+530	18,457	$1,734,219
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WTBA	West Bancorporation Inc	−8,600	245,801	$5,847,605
GEHC	GE HealthCare Technologies Inc.	−650	14,433	$1,027,340
CLS	Celestica Inc	−604	17,883	$5,037,283
DOW	Dow Inc.	−589	711	$29,613
BAC	Bank Of America Corp /De/	−366	145	$7,068
NXPI	NXP Semiconductors N.V.	−290	6,751	$1,329,001
MCD	Mcdonalds Corp	−271	1,581	$491,358
BKR	Baker Hughes Co	−244	55	$3,357
SO	Southern Co	−205	2,095	$202,209
CP	Canadian Pacific Kansas City Ltd/Cn	−202	4,237	$333,282
SYK	Stryker Corp	−200	2,691	$884,235
INTC	Intel Corp	−196	500	$22,065
CVS	CVS HEALTH Corp	−143	1,775	$127,480
UNP	Union Pacific Corp	−135	2,970	$720,581
UPS	United Parcel Service Inc	−130	1,229	$120,909
JCI	Johnson Controls International plc	−120	23,039	$3,016,957
NOW	ServiceNow, Inc.	−120	5,525	$577,638
KNX	Knight-Swift Transportation Holdings Inc.	−100	2,065	$118,902
CARR	CARRIER GLOBAL Corp	−88	4,243	$238,923
COF	Capital One Financial Corp	−83	262	$47,796
ABT	Abbott Laboratories	−81	2,793	$286,757
PFE	Pfizer Inc	−80	30,379	$853,042
ICE	Intercontinental Exchange, Inc.	−75	470	$73,921
EQT	EQT Corp	−58	395	$25,137
MPC	Marathon Petroleum Corp	−58	465	$113,543
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
WDC	Western Digital Corp	5,790	$1,566,137
CRDO	Credo Technology Group Holding Ltd	14,935	$1,401,948
SNDK	Sandisk Corp	40	$25,413
LITE	Lumentum Holdings Inc.	30	$21,082
AAOI	Applied Optoelectronics, Inc.	150	$12,688
ARM	Arm Holdings PLC /Uk	25	$3,782
TGT	Target Corp	25	$3,030
SYM	Symbotic Inc.	50	$2,660
CRSP	CRISPR Therapeutics AG	40	$1,902
VSNT	Versant Media Group, Inc.	42	$1,554
UNG	United States Natural Gas Fund, LP	125	$1,466
NRG	Nrg Energy, Inc.	10	$1,461
RKLB	Rocket Lab Corp	10	$642
AMKR	Amkor Technology, Inc.	7	$315
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BX	Blackstone Inc.	2,535	$390,744
ADBE	Adobe Inc.	181	$63,348
PGR	Progressive Corp/Oh/	171	$38,940
JEF	Jefferies Financial Group Inc.	431	$26,709
WMB	Williams Companies, Inc.	297	$17,852
ADP	Automatic Data Processing Inc	67	$17,234
APA	APA Corp	699	$17,097
LIN	Linde PLC	40	$17,055
ORLY	O Reilly Automotive Inc	180	$16,417
BMY	Bristol Myers Squibb Co	295	$15,912
HWM	Howmet Aerospace Inc.	77	$15,786
SHOP	Shopify Inc.	98	$15,775
CNC	Centene Corp	375	$15,431
CFG	Citizens Financial Group Inc/Ri	264	$15,420
CPRT	Copart Inc	390	$15,268
GILD	Gilead Sciences, Inc.	116	$14,237
MCK	Mckesson Corp	16	$13,124
NEM	NEWMONT Corp /DE/	129	$12,880
HCA	HCA Healthcare, Inc.	27	$12,605
MNST	Monster Beverage Corp	154	$11,807
ROST	Ross Stores, Inc.	65	$11,709
SPG	Simon Property Group Inc.	63	$11,661
ALL	Allstate Corp	56	$11,656
GM	General Motors Co	143	$11,628
HLT	Hilton Worldwide Holdings Inc.	40	$11,490
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

222 tracked positions · $214,444,285 total · filing declares 320 positions · $262,209,714 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 222 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	65,235	+777	$11,376,984	−5.4%	5.31%
GEV	GE Vernova Inc. Industrials	Added	11,650	+155	$10,169,285	+35.4%	4.74%
PLTR	Palantir Technologies Inc. Technology	Added	60,520	+1,708	$8,852,865	−15.3%	4.13%
STRL	Sterling Infrastructure, Inc. Industrials	Added	19,217	+779	$7,826,507	+38.6%	3.65%
AVGO	Broadcom Inc. Technology	Added	22,542	+859	$6,976,974	−7.0%	3.25%
WTBA	West Bancorporation Inc Financial Services	Reduced	245,801	-8,600	$5,847,605	+3.6%	2.73%
CAT	Caterpillar Inc Industrials	Added	7,669	+304	$5,433,179	+28.8%	2.53%
CLS	Celestica Inc Technology	Reduced	17,883	-604	$5,037,283	−7.8%	2.35%
VRT	Vertiv Holdings Co Industrials	Added	19,934	+885	$4,995,061	+61.9%	2.33%
ANET	Arista Networks, Inc. Technology	Added	39,387	+1,000	$4,835,935	−3.9%	2.26%
WMT	Walmart Inc. Consumer Defensive	Added	38,571	+1,585	$4,793,603	+16.3%	2.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,691	+491	$3,950,973	+16.1%	1.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,906	+678	$3,937,552	−6.4%	1.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,967	+65	$3,817,786	−3.9%	1.78%
LLY	ELI LILLY & Co Healthcare	Added	3,976	+114	$3,657,005	−11.9%	1.71%
ETN	Eaton Corp plc Industrials	Added	10,023	+495	$3,584,926	+18.1%	1.67%
MSFT	Microsoft Corp Technology	Added	9,124	+335	$3,377,431	−20.5%	1.57%
JCI	Johnson Controls International plc Industrials	Reduced	23,039	-120	$3,016,957	+8.8%	1.41%
PH	Parker-Hannifin Corp Industrials	Added	3,207	+60	$2,871,034	+3.8%	1.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,712	+55	$2,856,881	−8.2%	1.33%
ASML	Asml Holding NV Technology	Added	2,111	+50	$2,788,272	+26.5%	1.30%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,725	+50	$2,715,271	+17.7%	1.27%
AAPL	Apple Inc. Technology	Added	9,354	+101	$2,373,951	−5.6%	1.11%
XOM	ExxonMobil Holdings Corp Energy	Held	13,835	0	$2,347,246	+41.0%	1.09%
VLO	Valero Energy Corp/Tx Energy	Reduced	9,302	-51	$2,298,338	+51.0%	1.07%
DE	Deere & Co Industrials	Added	4,066	+125	$2,290,377	+24.8%	1.07%
BNY	Bank of New York Mellon Corp Financial Services	Added	18,851	+1,255	$2,236,294	+9.5%	1.04%
MU	Micron Technology Inc Technology	Added	6,542	+1,175	$2,210,149	+44.3%	1.03%
PWR	Quanta Services, Inc. Industrials	Added	3,666	+36	$2,012,707	+31.4%	0.94%
OKLO	Oklo Inc. Utilities	Added	40,545	+2,410	$2,010,626	−26.5%	0.94%
LEU	Centrus Energy Corp Energy	Added	11,356	+895	$1,971,288	−22.4%	0.92%
NBIS	Nebius Group N.V. Communication Services	Added	18,808	+813	$1,951,518	+29.6%	0.91%
ISRG	Intuitive Surgical Inc Healthcare	Added	4,157	+45	$1,916,335	−17.7%	0.89%
LOW	Lowes Companies Inc Consumer Cyclical	Added	8,020	+105	$1,894,965	−0.7%	0.88%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,705	+16	$1,876,317	−4.2%	0.87%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	10,271	+350	$1,872,711	+5.7%	0.87%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	31,362	+1,335	$1,843,458	+20.9%	0.86%
AMD	Advanced Micro Devices Inc Technology	Added	8,978	+1,870	$1,826,394	+20.0%	0.85%
CVX	Chevron Corp Energy	Reduced	8,772	-2	$1,814,926	+35.7%	0.85%
PANW	Palo Alto Networks Inc Technology	Held	11,236	0	$1,801,355	−13.0%	0.84%
NFG	National Fuel Gas Co Energy	Added	18,457	+530	$1,734,219	+20.8%	0.81%
EQIX	Equinix Inc Real Estate	Reduced	1,727	-3	$1,692,874	+27.7%	0.79%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	9,384	-25	$1,691,090	+16.2%	0.79%
NXT	Nextpower Inc. Technology	Held	13,470	0	$1,623,808	+38.4%	0.76%
HPE	Hewlett Packard Enterprise Co Technology	Added	67,805	+1,300	$1,614,437	+1.1%	0.75%
ESE	Esco Technologies Inc Technology	Added	5,688	+459	$1,600,432	+56.6%	0.75%
AXON	Axon Enterprise, Inc. Industrials	Added	3,698	+45	$1,570,503	−24.3%	0.73%
WDC	Western Digital Corp Technology	NEW	5,790	NEW	$1,566,137	NEW	0.73%
NDAQ	Nasdaq, Inc. Financial Services	Added	18,295	+20	$1,553,062	−12.5%	0.72%
C	Citigroup Inc Financial Services	Added	13,294	+12,813	$1,507,672	+2586.2%	0.70%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.