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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 5 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 YUM YUM BRANDS INC Consumer Cyclical 30 $5K 0.00% SOLD
82 LULU LULULEMON ATHLETICA INC Consumer Cyclical 21 $4K 0.00% SOLD
83 DVN DEVON ENERGY CORP NEW Energy 119 $4K 0.00% SOLD
84 DOV DOVER CORP Industrials 22 $4K 0.00% SOLD
85 TT TRANE TECHNOLOGIES PLC Industrials 11 $4K 0.00% SOLD
86 COMERICA INC 47 $4K 0.00% SOLD
87 AMP AMERIPRISE FINL INC Financial Services 8 $4K 0.00% SOLD
88 CTAS CINTAS CORP Industrials 20 $4K 0.00% SOLD
89 PNC PNC FINL SVCS GROUP INC Financial Services 18 $4K 0.00% SOLD
90 MRNA MODERNA INC Healthcare 126 $4K 0.00% SOLD
91 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 46 $4K 0.00% SOLD
92 ZION ZIONS BANCORPORATION N A Financial Services 63 $4K 0.00% SOLD
93 WST WEST PHARMACEUTICAL SVSC INC Healthcare 13 $4K 0.00% SOLD
94 DIS DISNEY WALT CO Communication Services 31 $4K 0.00% SOLD
95 LHX L3HARRIS TECHNOLOGIES INC Industrials 12 $4K 0.00% SOLD
96 PKG PACKAGING CORP AMER Consumer Cyclical 17 $4K 0.00% SOLD
97 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 41 $3K 0.00% SOLD
98 BR BROADRIDGE FINL SOLUTIONS IN Technology 15 $3K 0.00% SOLD
99 AME AMETEK INC Industrials 16 $3K 0.00% SOLD
100 ENTERGY CORP NEW 34 $3K 0.00% SOLD
Page 5 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%