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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 7 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 XYL XYLEM INC Industrials 16 $2K 0.00% SOLD
122 KR KROGER CO Consumer Defensive 34 $2K 0.00% SOLD
123 CHD CHURCH & DWIGHT CO INC Consumer Defensive 25 $2K 0.00% SOLD
124 CCL CARNIVAL CORP Consumer Cyclical 67 $2K 0.00% SOLD
125 CDW CDW CORP Technology 15 $2K 0.00% SOLD
126 AIZ ASSURANT INC Financial Services 8 $2K 0.00% SOLD
127 DGX QUEST DIAGNOSTICS INC Healthcare 11 $2K 0.00% SOLD
128 FSLR FIRST SOLAR INC Energy 7 $2K 0.00% SOLD
129 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 7 $2K 0.00% SOLD
130 EXPE EXPEDIA GROUP INC Consumer Cyclical 6 $2K 0.00% SOLD
131 GD GENERAL DYNAMICS CORP Industrials 5 $2K 0.00% SOLD
132 JNJ JOHNSON & JOHNSON Healthcare 8 $2K 0.00% SOLD
133 AEE AMEREN CORP Utilities 16 $2K 0.00% SOLD
134 DVA DAVITA INC Healthcare 14 $2K 0.00% SOLD
135 DOC HEALTHPEAK PROPERTIES INC Real Estate 97 $2K 0.00% SOLD
136 BROWN FORMAN CORP 54 $1K 0.00% SOLD
137 F FORD MTR CO Consumer Cyclical 107 $1K 0.00% SOLD
138 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5 $1K 0.00% SOLD
139 BRO BROWN & BROWN INC Financial Services 16 $1K 0.00% SOLD
140 HSY HERSHEY CO Consumer Defensive 7 $1K 0.00% SOLD
Page 7 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%