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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 7 of 24  ·  464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWF ISHARES TR 750.0 $355K 0.14% NEW $473.30 -73.5%
122 MA MASTERCARD INCORPORATED Financial Services 610.0 $348K 0.14% NEW $570.88 -13.6%
123 IVV ISHARES TR 500.0 $342K 0.14% NEW $684.94 +10.1%
124 VOE VANGUARD INDEX FDS 1,925.0 $341K 0.14% NEW $177.37 +10.0%
125 SGOL ETFS GOLD TR Financial Services 8,117.0 $333K 0.14% NEW $41.08 +4.5%
126 CANADIAN PACIFIC KANSAS CITY 4,439.0 $327K 0.13% NEW $73.63
127 NFLX NETFLIX INC Communication Services 3,170.0 $297K 0.12% NEW $93.76 -6.5%
128 SPDW SPDR INDEX SHS FDS 6,585.0 $292K 0.12% NEW $44.41 +15.2%
129 VO VANGUARD INDEX FDS 972.0 $282K 0.11% NEW $290.22 -72.9%
130 GVAL CAMBRIA ETF TR 8,411.0 $265K 0.11% NEW $31.47 +13.7%
131 AXP AMERICAN EXPRESS CO Financial Services 695.0 $257K 0.10% NEW $369.95 -16.0%
132 LMT LOCKHEED MARTIN CORP Industrials 522.0 $252K 0.10% NEW $483.67 +10.2%
133 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,765.0 $244K 0.10% NEW $137.96 +7.0%
134 VBR VANGUARD INDEX FDS 1,098.0 $233K 0.09% NEW $211.79 +11.1%
135 CARR CARRIER GLOBAL CORPORATION Industrials 4,331.0 $229K 0.09% NEW $52.84 +22.8%
136 SCHX SCHWAB STRATEGIC TR 8,429.0 $227K 0.09% NEW $26.91 +9.7%
137 IJR ISHARES TR 1,871.0 $225K 0.09% NEW $120.18 +16.2%
138 QRVO QORVO INC Technology 2,547.0 $215K 0.09% NEW $84.51 +28.1%
139 VTI VANGUARD INDEX FDS 600.0 $201K 0.08% NEW $335.27 +10.2%
140 SO SOUTHERN CO Utilities 2,300.0 $201K 0.08% NEW $87.20 +7.9%
Page 7 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%