Portfolio (Quarterly)
Guide ↗
Legacy Bridge, LLC
· CIK 0001689144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | INDA | ISHARES TR | — | 14,889 | $805K | 0.33% | SOLD |
| 2 | BX | BLACKSTONE INC | Financial Services | 2,535 | $391K | 0.16% | SOLD |
| 3 | ADBE | ADOBE INC | Technology | 181 | $63K | 0.03% | SOLD |
| 4 | PGR | PROGRESSIVE CORP | Financial Services | 171 | $39K | 0.02% | SOLD |
| 5 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 431 | $27K | 0.01% | SOLD |
| 6 | WMB | WILLIAMS COS INC | Energy | 297 | $18K | 0.01% | SOLD |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 67 | $17K | 0.01% | SOLD |
| 8 | APA | APA CORPORATION | Energy | 699 | $17K | 0.01% | SOLD |
| 9 | LIN | LINDE PLC | Basic Materials | 40 | $17K | 0.01% | SOLD |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 180 | $16K | 0.01% | SOLD |
| 11 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 295 | $16K | 0.01% | SOLD |
| 12 | HWM | HOWMET AEROSPACE INC | Industrials | 77 | $16K | 0.01% | SOLD |
| 13 | SHOP | SHOPIFY INC | Technology | 98 | $16K | 0.01% | SOLD |
| 14 | CNC | CENTENE CORP DEL | Healthcare | 375 | $15K | 0.01% | SOLD |
| 15 | CFG | CITIZENS FINL GROUP INC | Financial Services | 264 | $15K | 0.01% | SOLD |
| 16 | CPRT | COPART INC | Industrials | 390 | $15K | 0.01% | SOLD |
| 17 | GILD | GILEAD SCIENCES INC | Healthcare | 116 | $14K | 0.01% | SOLD |
| 18 | MCK | MCKESSON CORP | Healthcare | 16 | $13K | 0.01% | SOLD |
| 19 | NEM | NEWMONT CORP | Basic Materials | 129 | $13K | 0.01% | SOLD |
| 20 | HCA | HCA HEALTHCARE INC | Healthcare | 27 | $13K | 0.01% | SOLD |
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%