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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 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DOW DOW HLDGS INC Basic Materials 711.0 $30K 0.01% -589.0 -45.3% $41.65 -15.3%
42 EQT EQT CORP Energy 395.0 $25K 0.01% -58.0 -12.8% $63.64 -11.7%
43 INTC INTEL CORP Technology 500.0 $22K 0.01% -196.0 -28.2% $44.13 +179.9%
44 LEN LENNAR CORP Consumer Cyclical 215.0 $19K 0.01% -29.0 -11.9% $86.84 +2.8%
45 CDNS CADENCE DESIGN SYSTEM INC Technology 54.0 $15K 0.01% -28.0 -34.1% $277.87 +37.4%
46 MCO MOODYS CORP Financial Services 25.0 $11K 0.00% -10.0 -28.6% $436.28 +3.4%
47 BAC BANK AMERICA CORP Financial Services 145.0 $7K 0.00% -366.0 -71.6% $48.75 +7.1%
48 UNH UNITEDHEALTH GROUP INC Healthcare 16.0 $4K 0.00% -48.0 -75.0% $270.62 +39.3%
49 AMGN AMGEN INC Healthcare 10.0 $4K 0.00% -26.0 -72.2% $351.90 -4.5%
50 BKR BAKER HUGHES COMPANY Energy 55.0 $3K 0.00% -244.0 -81.6% $61.05 +9.3%
51 DHI D R HORTON INC Consumer Cyclical 11.0 $2K 0.00% -28.0 -71.8% $137.27 +6.1%
Page 3 of 3  ·  51 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 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%