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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 10 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CTVA CORTEVA INC Basic Materials 1,046.0 $88K 0.03% $83.71 -5.5%
182 MFC MANULIFE FINL CORP Financial Services 2,460.0 $85K 0.03% $34.44 +12.0%
183 DEM WISDOMTREE TR 1,600.0 $80K 0.03% $49.69 +11.4%
184 SU SUNCOR ENERGY INC NEW Energy 1,199.0 $79K 0.03% $66.11 -0.8%
185 UDN INVESCO DB US DLR INDEX TR Financial Services 4,250.0 $76K 0.03% $18.00 +1.1%
186 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 470.0 $74K 0.03% -75.0 -13.8% $157.28 -4.2%
187 XLF SELECT SECTOR SPDR TR 1,485.0 $73K 0.03% $49.37 +5.1%
188 PRF INVESCO EXCHANGE TRADED FD T 1,450.0 $69K 0.03% $47.53 +12.6%
189 DEO DIAGEO PLC Consumer Defensive 895.0 $67K 0.03% $74.45 +14.2%
190 GUNR FLEXSHARES TR 1,182.0 $65K 0.03% $55.16 -1.4%
191 DAR DARLING INGREDIENTS INC Consumer Defensive 1,000.0 $62K 0.02% $61.85 -4.0%
192 EWJ ISHARES INC 700.0 $59K 0.02% $84.44 +10.1%
193 AMAT APPLIED MATLS INC Technology 165.0 $56K 0.02% $341.79 +33.1%
194 SHEL SHELL PLC Energy 600.0 $56K 0.02% $93.00 -8.6%
195 DVY ISHARES TR 350.0 $53K 0.02% $151.41 +2.5%
196 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 570.0 $51K 0.02% $90.11 +16.2%
197 PPG PPG INDS INC Basic Materials 469.0 $50K 0.02% $106.88 +2.5%
198 EMR EMERSON ELEC CO Industrials 380.0 $50K 0.02% -20.0 -5.0% $131.02 +7.6%
199 IBDT ISHARES TR 1,900.0 $48K 0.02% $25.33 -0.3%
200 FXE INVESCO CURRENCYSHARES EURO Financial Services 450.0 $48K 0.02% $106.69 +0.6%
Page 10 of 16  ·  320 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%