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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 4 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 FAST FASTENAL CO Industrials 146 $6K 0.00% SOLD
62 OTIS OTIS WORLDWIDE CORP Industrials 67 $6K 0.00% SOLD
63 DG DOLLAR GEN CORP NEW Consumer Defensive 44 $6K 0.00% SOLD
64 SNPS SYNOPSYS INC Technology 12 $6K 0.00% SOLD
65 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 20 $6K 0.00% SOLD
66 NSC NORFOLK SOUTHN CORP Industrials 19 $5K 0.00% SOLD
67 MSI MOTOROLA SOLUTIONS INC Technology 14 $5K 0.00% SOLD
68 KMI KINDER MORGAN INC DEL Energy 193 $5K 0.00% SOLD
69 AES AES CORP Utilities 364 $5K 0.00% SOLD
70 PPL PPL CORP Utilities 149 $5K 0.00% SOLD
71 EBAY EBAY INC. Consumer Cyclical 59 $5K 0.00% SOLD
72 BDX BECTON DICKINSON & CO Healthcare 26 $5K 0.00% SOLD
73 AJG GALLAGHER ARTHUR J & CO Financial Services 19 $5K 0.00% SOLD
74 PODD INSULET CORP Healthcare 17 $5K 0.00% SOLD
75 CRL CHARLES RIV LABS INTL INC Healthcare 24 $5K 0.00% SOLD
76 EL LAUDER ESTEE COS INC Consumer Defensive 45 $5K 0.00% SOLD
77 DLTR DOLLAR TREE INC Consumer Defensive 38 $5K 0.00% SOLD
78 OKE ONEOK INC NEW Energy 63 $5K 0.00% SOLD
79 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 14 $5K 0.00% SOLD
80 PCAR PACCAR INC Industrials 42 $5K 0.00% SOLD
Page 4 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%