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Portfolio (Quarterly) Guide ↗

Legacy Bridge, LLC

· CIK 0001689144
13F Portfolio $246M AUM 464 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 464 New
Page 6 of 24  ·  464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 3,105.0 $718K 0.29% NEW $231.32 +17.2%
102 IJH ISHARES TR 10,693.0 $706K 0.29% NEW $66.00 +13.1%
103 HRB BLOCK H & R INC Consumer Cyclical 15,265.0 $665K 0.27% NEW $43.58 -10.9%
104 SCHA SCHWAB STRATEGIC TR 22,660.0 $645K 0.26% NEW $28.48 +19.3%
105 PG PROCTER AND GAMBLE CO Consumer Defensive 4,430.0 $635K 0.26% NEW $143.31 -0.2%
106 MDLZ MONDELEZ INTL INC Consumer Defensive 11,769.0 $634K 0.26% NEW $53.83 +13.8%
107 WFC WELLS FARGO CO NEW Financial Services 6,417.0 $598K 0.24% NEW $93.20 -16.8%
108 WK WORKIVA INC Technology 6,664.0 $575K 0.23% NEW $86.25 -42.8%
109 MCD MCDONALDS CORP Consumer Cyclical 1,852.0 $566K 0.23% NEW $305.63 -8.6%
110 IONQ IONQ INC Technology 12,144.0 $545K 0.22% NEW $44.87 +41.8%
111 CME CME GROUP INC Financial Services 1,995.0 $545K 0.22% NEW $273.08 +3.5%
112 IVW ISHARES TR 4,305.0 $531K 0.21% NEW $123.26 +12.2%
113 WDAY WORKDAY INC Technology 2,373.0 $510K 0.21% NEW $214.78 -42.3%
114 SPY SPDR S&P 500 ETF TR Financial Services 724.0 $494K 0.20% NEW $682.23 +10.0%
115 INTU INTUIT Technology 735.0 $487K 0.20% NEW $662.42 -54.1%
116 COP CONOCOPHILLIPS Energy 5,103.0 $478K 0.19% NEW $93.61 +24.5%
117 IGSB ISHARES TR 8,382.0 $443K 0.18% NEW $52.88 -0.9%
118 BX BLACKSTONE INC Financial Services 2,535.0 $391K 0.16% NEW $154.14 -23.4%
119 NTRS NORTHERN TR CORP Financial Services 2,700.0 $369K 0.15% NEW $136.59 +24.5%
120 ABT ABBOTT LABS Healthcare 2,874.0 $360K 0.15% NEW $125.29 -30.8%
Page 6 of 24  ·  464 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Industrials 15.3%
Financial Services 11.9%
Consumer Cyclical 7.5%
Healthcare 7.4%
Utilities 6.3%
Energy 5.1%
Consumer Defensive 4.4%
Communication Services 3.6%
Real Estate 1.9%