Portfolio (Quarterly)
Guide ↗
Legacy Bridge, LLC
· CIK 0001689144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 2,800.0 | $14K | 0.01% | +2K | +115.4% | $4.96 | +78.9% |
| 82 | PSTG | EVERPURE INC | Technology | 235.0 | $14K | 0.01% | +10.0 | +4.4% | $59.04 | +46.0% |
| 83 | CIFR | CIPHER DIGITAL INC | Financial Services | 1,020.0 | $13K | 0.01% | +20.0 | +2.0% | $12.87 | +78.9% |
| 84 | EZU | ISHARES INC | — | 200.0 | $13K | 0.01% | +53.0 | +36.0% | $62.64 | +10.0% |
| 85 | IGV | ISHARES TR | — | 8.0 | $641.0 | — | +4.0 | +100.0% | $80.12 | +17.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.3%
Industrials
17.6%
Financial Services
11.5%
Consumer Cyclical
7.2%
Utilities
7.0%
Healthcare
5.9%
Energy
5.9%
Consumer Defensive
4.7%
Communication Services
3.3%
Real Estate
2.1%