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Portfolio (Quarterly) Guide ↗

Legacy Bridge, LLC

· CIK 0001689144
13F Portfolio $262M AUM 320 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 85 Added 51 Reduced 162 Exited
Page 3 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 PSX PHILLIPS 66 Energy 70 $9K 0.00% SOLD
42 MO ALTRIA GROUP INC Consumer Defensive 154 $9K 0.00% SOLD
43 IDXX IDEXX LABS INC Healthcare 13 $9K 0.00% SOLD
44 CB CHUBB LIMITED Financial Services 28 $9K 0.00% SOLD
45 AEP AMERICAN ELEC PWR CO INC Utilities 75 $9K 0.00% SOLD
46 ALB ALBEMARLE CORP Basic Materials 61 $9K 0.00% SOLD
47 AIG AMERICAN INTL GROUP INC Financial Services 99 $8K 0.00% SOLD
48 SHW SHERWIN WILLIAMS CO Basic Materials 25 $8K 0.00% SOLD
49 URI UNITED RENTALS INC Industrials 10 $8K 0.00% SOLD
50 VRSK VERISK ANALYTICS INC Industrials 36 $8K 0.00% SOLD
51 HIG HARTFORD INSURANCE GROUP INC Financial Services 54 $7K 0.00% SOLD
52 BA BOEING CO Industrials 34 $7K 0.00% SOLD
53 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 169 $7K 0.00% SOLD
54 MMM 3M CO Industrials 45 $7K 0.00% SOLD
55 MLM MARTIN MARIETTA MATLS INC Basic Materials 11 $7K 0.00% SOLD
56 AZO AUTOZONE INC Consumer Cyclical 2 $7K 0.00% SOLD
57 DUK DUKE ENERGY CORP NEW Utilities 56 $7K 0.00% SOLD
58 CEG CONSTELLATION ENERGY CORP Utilities 18 $6K 0.00% SOLD
59 TFC TRUIST FINL CORP Financial Services 122 $6K 0.00% SOLD
60 AMT AMERICAN TOWER CORP NEW Real Estate 34 $6K 0.00% SOLD
Page 3 of 9  ·  162 positions
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%