Portfolio (Quarterly)
Guide ↗
Legacy Bridge, LLC
· CIK 0001689144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PH | PARKER-HANNIFIN CORP | Industrials | 3,147.0 | $2.8M | 1.12% | NEW | — | $878.96 | -2.1% |
| 22 | OKLO | OKLO INC | Utilities | 38,135.0 | $2.7M | 1.11% | NEW | — | $71.76 | -2.3% |
| 23 | LEU | CENTRUS ENERGY CORP | Energy | 10,461.0 | $2.5M | 1.03% | NEW | — | $242.76 | -23.4% |
| 24 | AAPL | APPLE INC | Technology | 9,253.0 | $2.5M | 1.02% | NEW | — | $271.86 | +13.7% |
| 25 | PREF | PRINCIPAL EXCHANGE TRADED FD | — | 125,605.0 | $2.4M | 0.97% | NEW | — | $19.07 | -0.3% |
| 26 | IWO | ISHARES TR | — | 7,332.0 | $2.4M | 0.96% | NEW | — | $323.01 | +17.2% |
| 27 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 4,112.0 | $2.3M | 0.94% | NEW | — | $566.36 | -22.4% |
| 28 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 2,675.0 | $2.3M | 0.94% | NEW | — | $862.34 | +15.8% |
| 29 | ASML | ASML HOLDING N V | Technology | 2,061.0 | $2.2M | 0.90% | NEW | — | $1069.86 | +51.4% |
| 30 | IWM | ISHARES TR | — | 8,914.0 | $2.2M | 0.89% | NEW | — | $246.16 | +17.5% |
| 31 | VEA | VANGUARD TAX-MANAGED FDS | — | 33,629.0 | $2.1M | 0.85% | NEW | — | $62.47 | +14.5% |
| 32 | AXON | AXON ENTERPRISE INC | Industrials | 3,653.0 | $2.1M | 0.84% | NEW | — | $567.93 | -29.8% |
| 33 | PANW | PALO ALTO NETWORKS INC | Technology | 11,236.0 | $2.1M | 0.84% | NEW | — | $184.20 | +38.9% |
| 34 | IEMG | ISHARES INC | — | 30,418.0 | $2.0M | 0.83% | NEW | — | $67.22 | +23.8% |
| 35 | BK | BANK NEW YORK MELLON CORP | Financial Services | 17,596.0 | $2.0M | 0.83% | NEW | — | $116.09 | +21.7% |
| 36 | HD | HOME DEPOT INC | Consumer Cyclical | 5,689.0 | $2.0M | 0.80% | NEW | — | $344.10 | -10.1% |
| 37 | VXUS | VANGUARD STAR FDS | — | 25,364.0 | $1.9M | 0.78% | NEW | — | $75.44 | +13.9% |
| 38 | LOW | LOWES COS INC | Consumer Cyclical | 7,915.0 | $1.9M | 0.78% | NEW | — | $241.16 | -12.4% |
| 39 | DE | DEERE & CO | Industrials | 3,941.0 | $1.8M | 0.74% | NEW | — | $465.57 | +13.2% |
| 40 | IWR | ISHARES TR | — | 18,724.0 | $1.8M | 0.73% | NEW | — | $96.27 | +11.0% |
① 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%