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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 9 of 24  ·  464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UPS UNITED PARCEL SERVICE INC Industrials 1,359.0 $135K 0.06% NEW $99.19 +2.8%
162 SCHG SCHWAB STRATEGIC TR 4,000.0 $130K 0.05% NEW $32.62 +6.0%
163 VTIP VANGUARD MALVERN FDS 2,588.0 $128K 0.05% NEW $49.46 +1.7%
164 TSLA TESLA INC Consumer Cyclical 270.0 $121K 0.05% NEW $449.72 -3.6%
165 NVTS NAVITAS SEMICONDUCTOR CORP Technology 16,900.0 $121K 0.05% NEW $7.14 +345.2%
166 VEU VANGUARD INTL EQUITY INDEX F 1,552.0 $114K 0.05% NEW $73.56 +14.3%
167 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 2,165.0 $113K 0.05% NEW $52.28 +39.5%
168 SCHO SCHWAB STRATEGIC TR 4,600.0 $112K 0.04% NEW $24.37 -0.8%
169 ECL ECOLAB INC Basic Materials 406.0 $107K 0.04% NEW $262.52 -3.2%
170 STIP ISHARES TR 1,030.0 $105K 0.04% NEW $102.39 +1.0%
171 VTV VANGUARD INDEX FDS 521.0 $100K 0.04% NEW $190.99 +11.1%
172 CASY CASEYS GEN STORES INC Consumer Cyclical 171.0 $95K 0.04% NEW $552.71 +46.4%
173 MFC MANULIFE FINL CORP Financial Services 2,460.0 $89K 0.04% NEW $36.28 +6.3%
174 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 545.0 $88K 0.04% NEW $161.96 -7.0%
175 DGS WISDOMTREE TR 1,500.0 $86K 0.04% NEW $57.24 +15.8%
176 MPC MARATHON PETE CORP Energy 523.0 $85K 0.04% NEW $162.63 +52.5%
177 COF CAPITAL ONE FINL CORP Financial Services 345.0 $84K 0.03% NEW $242.36 -23.1%
178 XLF SELECT SECTOR SPDR TR 1,485.0 $81K 0.03% NEW $54.77 -5.3%
179 UDN INVESCO DB US DLR INDEX TR Financial Services 4,250.0 $78K 0.03% NEW $18.24 -0.3%
180 DEO DIAGEO PLC Consumer Defensive 895.0 $77K 0.03% NEW $86.27 -1.5%
Page 9 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%