Legacy Bridge, LLC

CIK

1689144

Location

WEST DES MOINES, IA

Portfolio Value

Small $323,724,069

Diversification

Diversified

Filing Date

Global Rank

#4,998 / 8,794 ▲ 67 · as of Jun 2026

Top Industry

Semiconductors 17.2%

Period ended 3 months ago

Filed Aug 13, 2026 · 51d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

255 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.2%

+2.5 pts

Top 5

21.3%

+2.6 pts

Top 10

32.3%

+2.8 pts

HHI

188

Diversified+32

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.8%	$103,010,457	50
Industrials	20.6%	$66,694,137	31
Unclassified	16.0%	$51,947,372	38
Financial Services	8.9%	$28,801,958	34
Consumer Cyclical	4.8%	$15,573,949	22
Healthcare	3.9%	$12,692,875	19
Communication Services	3.9%	$12,572,976	11
Energy	3.4%	$11,163,335	14
Consumer Defensive	2.6%	$8,488,492	12
Utilities	1.5%	$4,775,461	6
Real Estate	1.4%	$4,609,750	8
Basic Materials	1.0%	$3,393,307	10

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RKLB	Rocket Lab Corp	+13,840	13,850	$1,407,852
VB	Vanguard Morningstar Small-Cap ETF	+4,524	11,997	$2,727,989
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+3,434	169,841	$23,407,617
IAU	Ishares Gold Trust	+2,000	4,159	$314,046
PFE	Pfizer Inc	+1,600	31,979	$770,054
HPE	Hewlett Packard Enterprise Co	+1,550	69,355	$3,128,604
IONQ	IonQ, Inc.	+1,487	14,996	$798,686
BNDW	Vanguard Total World Bond ETF	+1,000	11,975	$1,422,077
VEU	Vanguard FTSE All-World Ex-US ETF	+942	24,911	$1,539,858
NU	Nu Holdings Ltd.	+850	70,405	$940,610
NFG	National Fuel Gas Co	+835	19,292	$1,489,535
NBIS	Nebius Group N.V.	+520	19,328	$5,337,813
XOM	ExxonMobil Holdings Corp	+402	14,237	$1,946,482
VEA	Vanguard FTSE Developed Markets ETF	+399	36,195	$2,578,893
JCI	Johnson Controls International plc	+340	23,379	$3,415,905
PWR	Quanta Services, Inc.	+229	3,895	$2,804,555
UNP	Union Pacific Corp	+200	3,170	$862,240
ANET	Arista Networks, Inc.	+185	39,572	$6,722,491
AMD	Advanced Micro Devices Inc	+182	9,160	$5,321,135
WMT	Walmart Inc.	+160	38,731	$4,386,673
OKLO	Oklo Inc.	+160	40,705	$2,130,092
ETN	Eaton Corp plc	+156	10,179	$4,337,475
VXUS	Vanguard Total International Stock ETF	+150	25,534	$2,182,901
WDC	Western Digital Corp	+136	5,926	$3,785,054
VRT	Vertiv Holdings Co	+132	20,066	$6,718,498
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WTBA	West Bancorporation Inc	−20,222	225,579	$5,984,610
NVDA	Nvidia Corp	−6,241	58,994	$11,804,109
TSCO	Tractor Supply Co /De/	−6,015	26,775	$846,357
STRL	Sterling Infrastructure, Inc.	−4,517	14,700	$12,338,592
BSX	Boston Scientific Corp	−4,466	9,696	$413,825
GEHC	GE HealthCare Technologies Inc.	−2,923	11,510	$736,755
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−2,792	11,814	$667,328
MDLZ	Mondelez International, Inc.	−2,591	9,178	$530,855
BKF	iShares MSCI BIC ETF	−2,485	15,510	$1,180,679
AVGO	Broadcom Inc.	−2,124	20,418	$7,712,899
J	Jacobs Solutions Inc.	−1,637	6,260	$788,760
TMUS	T-Mobile US, Inc.	−1,408	5,189	$870,350
TM	Toyota Motor Corp/	−976	2,702	$455,070
BCHP	Principal Focused Blue Chip ETF	−715	122,830	$2,341,139
AVAV	AeroVironment Inc	−624	3,898	$643,442
NFLX	Netflix Inc	−510	2,660	$189,924
BRK-B	Berkshire Hathaway Inc	−410	7,557	$3,781,447
PG	PROCTER & GAMBLE Co	−394	4,036	$591,839
GEV	GE Vernova Inc.	−361	11,289	$13,262,994
COP	Conocophillips	−320	4,728	$491,522
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−302	10,933	$1,730,147
AXON	Axon Enterprise, Inc.	−240	3,458	$1,938,589
FCX	Freeport-Mcmoran Inc	−230	31,132	$1,957,891
C	Citigroup Inc	−230	13,064	$1,828,437
AGNG	Global X Funds Global X Aging Population ETF	−215	12,565	$1,147,184
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
TER	Teradyne, Inc	6,300	$3,048,192
STX	Seagate Technology Holdings plc	2,952	$2,848,680
POWL	Powell Industries Inc	5,720	$1,637,979
BWXT	BWX Technologies, Inc.	6,031	$1,173,934
HYLN	Hyliion Holdings Corp.	26,900	$140,149
SWBI	Smith & Wesson Brands, Inc.	1,630	$24,515
WTW	Willis Towers Watson PLC	60	$15,682
RGR	Sturm Ruger & Co Inc	350	$13,247
SOFI	SoFi Technologies, Inc.	600	$10,758
FDXF	FedEx Freight Holding Company, Inc.	50	$7,550
WBD	Warner Bros. Discovery, Inc.	241	$6,425
LASR	Nlight, Inc.	80	$5,569
AOUT	American Outdoor Brands, Inc.	407	$4,778
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
CELH	Celsius Holdings, Inc.	17,672	$627,002
INTU	Intuit Inc.	735	$317,799
GE	General Electric Co	139	$39,444
V	Visa Inc.	126	$38,082
PM	Philip Morris International Inc.	218	$36,044
RTX	RTX Corp	123	$23,726
CSCO	Cisco Systems, Inc.	300	$23,277
BKNG	Booking Holdings Inc.	5	$21,051
CRM	Salesforce, Inc.	103	$19,227
IBM	International Business Machines Corp	75	$18,179
VEEV	Veeva Systems Inc	60	$10,539
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

255 tracked positions · $323,724,069 total · filing declares 322 positions · $323,776,707 · as of Jun 30, 2026

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

Showing 1–50 of 255 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	169,841	+3,434	$23,407,617	—	7.23%
GEV	GE Vernova Inc. Industrials	Reduced	11,289	-361	$13,262,994	+30.4%	4.10%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	14,700	-4,517	$12,338,592	+57.7%	3.81%
NVDA	Nvidia Corp Technology	Reduced	58,994	-6,241	$11,804,109	+3.8%	3.65%
CAT	Caterpillar Inc Industrials	Added	7,679	+10	$8,177,367	+50.5%	2.53%
AVGO	Broadcom Inc. Technology	Reduced	20,418	-2,124	$7,712,899	+10.5%	2.38%
MU	Micron Technology Inc Technology	Reduced	6,433	-109	$7,425,547	+236.0%	2.29%
PLTR	Palantir Technologies Inc. Technology	Reduced	60,435	-85	$7,050,951	−20.4%	2.18%
ANET	Arista Networks, Inc. Technology	Added	39,572	+185	$6,722,491	+39.0%	2.08%
VRT	Vertiv Holdings Co Industrials	Added	20,066	+132	$6,718,498	+34.5%	2.08%
CLS	Celestica Inc Technology	Reduced	17,676	-207	$6,448,204	+28.0%	1.99%
WTBA	West Bancorporation Inc Financial Services	Reduced	225,579	-20,222	$5,984,610	+2.3%	1.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,697	+6	$5,586,136	+41.4%	1.73%
NBIS	Nebius Group N.V. Communication Services	Added	19,328	+520	$5,337,813	+173.5%	1.65%
AMD	Advanced Micro Devices Inc Technology	Added	9,160	+182	$5,321,135	+191.3%	1.64%
LLY	ELI LILLY & Co Healthcare	Added	3,978	+2	$4,771,332	+30.5%	1.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,347	-80	$4,726,609	+22.7%	1.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,992	+86	$4,526,553	+15.0%	1.40%
WMT	Walmart Inc. Consumer Defensive	Added	38,731	+160	$4,386,673	−8.5%	1.36%
ETN	Eaton Corp plc Industrials	Added	10,179	+156	$4,337,475	+21.0%	1.34%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	130,704	-30	$4,315,821	+16.9%	1.33%
ASML	Asml Holding NV Technology	Added	2,126	+15	$4,229,549	+51.7%	1.31%
CRDO	Credo Technology Group Holding Ltd Technology	Added	15,030	+95	$4,087,408	+191.6%	1.26%
PANW	Palo Alto Networks Inc Technology	Held	11,236	0	$3,831,700	+112.7%	1.18%
WDC	Western Digital Corp Technology	Added	5,926	+136	$3,785,054	+141.7%	1.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,557	-410	$3,781,447	−1.0%	1.17%
JCI	Johnson Controls International plc Industrials	Added	23,379	+340	$3,415,905	+13.2%	1.06%
MSFT	Microsoft Corp Technology	Reduced	9,117	-7	$3,400,823	+0.7%	1.05%
JPM	Jpmorgan Chase & Co Financial Services	Held	9,712	0	$3,179,028	+11.3%	0.98%
PH	Parker-Hannifin Corp Industrials	Held	3,207	0	$3,136,830	+9.3%	0.97%
HPE	Hewlett Packard Enterprise Co Technology	Added	69,355	+1,550	$3,128,604	+93.8%	0.97%
TER	Teradyne, Inc Technology	NEW	6,300	NEW	$3,048,192	NEW	0.94%
		Reduced	15,602	-50	$2,978,713	+15.5%	0.92%
STX	Seagate Technology Holdings plc Technology	NEW	2,952	NEW	$2,848,680	NEW	0.88%
PWR	Quanta Services, Inc. Industrials	Added	3,895	+229	$2,804,555	+39.3%	0.87%
BNY	Bank of New York Mellon Corp Financial Services	Added	18,908	+57	$2,734,285	+22.3%	0.84%
VB	Vanguard Morningstar Small-Cap ETF	Added	11,997	+4,524	$2,727,989	+32.9%	0.84%
AAPL	Apple Inc. Technology	Held	9,354	0	$2,706,673	+14.0%	0.84%
VEA	Vanguard FTSE Developed Markets ETF	Added	36,195	+399	$2,578,893	+12.4%	0.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,751	+26	$2,573,477	−5.2%	0.79%
DE	Deere & Co Industrials	Reduced	4,046	-20	$2,566,499	+12.1%	0.79%
VLO	Valero Energy Corp/Tx Energy	Held	9,302	0	$2,422,612	+5.4%	0.75%
WSM	Williams Sonoma Inc Consumer Cyclical	Held	10,271	0	$2,394,170	+27.8%	0.74%
BCHP	Principal Focused Blue Chip ETF	Reduced	122,830	-715	$2,341,139	+0.7%	0.72%
VXUS	Vanguard Total International Stock ETF	Added	25,534	+150	$2,182,901	+11.5%	0.67%
OKLO	Oklo Inc. Utilities	Added	40,705	+160	$2,130,092	+5.9%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,717	+12	$2,016,271	+7.5%	0.62%
ESE	Esco Technologies Inc Technology	Held	5,688	0	$1,991,027	+24.4%	0.62%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	31,132	-230	$1,957,891	+6.2%	0.60%
XOM	ExxonMobil Holdings Corp Energy	Added	14,237	+402	$1,946,482	−17.1%	0.60%

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.