Legacy Bridge, LLC

CIK

1689144

Location

WEST DES MOINES, IA

Portfolio Value

Small $211,961,003

Diversification

Diversified

Filing Date

Global Rank

#4,042 / 8,603 ▲ 241 · as of Mar 2026

Top Industry

Semiconductors 14.6%

3Y Alpha vs SPY

+4.4%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+97.1%

SPY

+76.0%

Annualised alpha

+4.7%

Max drawdown

−21.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.4%

−0.6 pts

Top 5

21.3%

+0.1 pts

Top 10

33.7%

+0.3 pts

HHI

188

Diversified−3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.1%	$70,214,879	51
Industrials	22.5%	$47,690,720	28
Financial Services	12.6%	$26,726,259	31
Consumer Cyclical	7.2%	$15,232,232	21
Healthcare	5.9%	$12,601,297	20
Energy	4.7%	$10,043,803	13
Consumer Defensive	4.7%	$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%	$3,263,031	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

221 positions · $211,961,003 total · 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 221 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%	5.37%
GEV	GE Vernova Inc. Industrials	Added	11,650	+155	$10,169,285	+35.4%	4.80%
PLTR	Palantir Technologies Inc. Technology	Added	60,520	+1,708	$8,852,865	−15.3%	4.18%
STRL	Sterling Infrastructure, Inc. Industrials	Added	19,217	+779	$7,826,507	+38.6%	3.69%
AVGO	Broadcom Inc. Technology	Added	22,542	+859	$6,976,974	−7.0%	3.29%
WTBA	West Bancorporation Inc Financial Services	Reduced	245,801	-8,600	$5,847,605	+3.6%	2.76%
CAT	Caterpillar Inc Industrials	Added	7,669	+304	$5,433,179	+28.8%	2.56%
CLS	Celestica Inc Technology	Reduced	17,883	-604	$5,037,283	−7.8%	2.38%
VRT	Vertiv Holdings Co Industrials	Added	19,934	+885	$4,995,061	+61.9%	2.36%
ANET	Arista Networks, Inc. Technology	Added	39,387	+1,000	$4,835,935	−3.9%	2.28%
WMT	Walmart Inc. Consumer Defensive	Added	38,571	+1,585	$4,793,603	+16.3%	2.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,691	+491	$3,950,973	+16.1%	1.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,906	+678	$3,937,552	−6.4%	1.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,967	+65	$3,817,786	−3.9%	1.80%
LLY	ELI LILLY & Co Healthcare	Added	3,976	+114	$3,657,005	−11.9%	1.73%
ETN	Eaton Corp plc Industrials	Added	10,023	+495	$3,584,926	+18.1%	1.69%
MSFT	Microsoft Corp Technology	Added	9,124	+335	$3,377,431	−20.5%	1.59%
JCI	Johnson Controls International plc Industrials	Reduced	23,039	-120	$3,016,957	+8.8%	1.42%
PH	Parker-Hannifin Corp Industrials	Added	3,207	+60	$2,871,034	+3.8%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,712	+55	$2,856,881	−8.2%	1.35%
ASML	Asml Holding NV Technology	Added	2,111	+50	$2,788,272	+26.5%	1.32%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,725	+50	$2,715,271	+17.7%	1.28%
AAPL	Apple Inc. Technology	Added	9,354	+101	$2,373,951	−5.6%	1.12%
VLO	Valero Energy Corp/Tx Energy	Reduced	9,302	-51	$2,298,338	+51.0%	1.08%
DE	Deere & Co Industrials	Added	4,066	+125	$2,290,377	+24.8%	1.08%
BNY	Bank of New York Mellon Corp Financial Services	Added	18,851	+1,255	$2,236,294	+9.5%	1.06%
MU	Micron Technology Inc Technology	Added	6,542	+1,175	$2,210,149	+44.3%	1.04%
PWR	Quanta Services, Inc. Industrials	Added	3,666	+36	$2,012,707	+31.4%	0.95%
OKLO	Oklo Inc. Utilities	Added	40,545	+2,410	$2,010,626	−26.5%	0.95%
LEU	Centrus Energy Corp Energy	Added	11,356	+895	$1,971,288	−22.4%	0.93%
NBIS	Nebius Group N.V. Communication Services	Added	18,808	+813	$1,951,518	+29.6%	0.92%
ISRG	Intuitive Surgical Inc Healthcare	Added	4,157	+45	$1,916,335	−17.7%	0.90%
LOW	Lowes Companies Inc Consumer Cyclical	Added	8,020	+105	$1,894,965	−0.7%	0.89%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,705	+16	$1,876,317	−4.2%	0.89%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	10,271	+350	$1,872,711	+5.7%	0.88%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	31,362	+1,335	$1,843,458	+20.9%	0.87%
AMD	Advanced Micro Devices Inc Technology	Added	8,978	+1,870	$1,826,394	+20.0%	0.86%
CVX	Chevron Corp Energy	Reduced	8,772	-2	$1,814,926	+35.7%	0.86%
PANW	Palo Alto Networks Inc Technology	Held	11,236	0	$1,801,355	−13.0%	0.85%
NFG	National Fuel Gas Co Energy	Added	18,457	+530	$1,734,219	+20.8%	0.82%
EQIX	Equinix Inc Real Estate	Reduced	1,727	-3	$1,692,874	+27.7%	0.80%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	9,384	-25	$1,691,090	+16.2%	0.80%
NXT	Nextpower Inc. Technology	Held	13,470	0	$1,623,808	+38.4%	0.77%
HPE	Hewlett Packard Enterprise Co Technology	Added	67,805	+1,300	$1,614,437	+1.1%	0.76%
ESE	Esco Technologies Inc Technology	Added	5,688	+459	$1,600,432	+56.6%	0.76%
AXON	Axon Enterprise, Inc. Industrials	Added	3,698	+45	$1,570,503	−24.3%	0.74%
WDC	Western Digital Corp Technology	NEW	5,790	NEW	$1,566,137	NEW	0.74%
NDAQ	Nasdaq, Inc. Financial Services	Added	18,295	+20	$1,553,062	−12.5%	0.73%
C	Citigroup Inc Financial Services	Added	13,294	+12,813	$1,507,672	+2586.2%	0.71%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	32,790	+300	$1,485,387	−8.6%	0.70%