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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 2 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 4,393.0 $2.9M 1.09% +4K +778.6% $653.21 +15.1%
22 JPM JPMORGAN CHASE & CO Financial Services 9,712.0 $2.9M 1.09% +55.0 +0.6% $294.16 +4.1%
23 ASML ASML HLDG NV Technology 2,111.0 $2.8M 1.06% +50.0 +2.4% $1320.83 +22.7%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,725.0 $2.7M 1.04% +50.0 +1.9% $996.43 +0.2%
25 AAPL APPLE INC Technology 9,354.0 $2.4M 0.91% +101.0 +1.1% $253.79 +21.8%
26 IEMG ISHARES INC 33,976.0 $2.4M 0.90% +4K +11.7% $69.75 +19.3%
27 IWO ISHARES TR 7,503.0 $2.4M 0.90% +171.0 +2.3% $313.81 +20.6%
28 XOM EXXON MOBIL CORP Energy 13,835.0 $2.3M 0.90% $169.66 -11.3%
29 PREF PRINCIPAL EXCHANGE TRADED FD 123,545.0 $2.3M 0.89% -2K -1.6% $18.82 +1.0%
30 VLO VALERO ENERGY CORP Energy 9,302.0 $2.3M 0.88% -51.0 -0.6% $247.08 -0.7%
31 VEA VANGUARD TAX-MANAGED FDS 35,796.0 $2.3M 0.88% +2K +6.4% $64.08 +11.6%
32 DE DEERE & CO Industrials 4,066.0 $2.3M 0.87% +125.0 +3.2% $563.30 -6.4%
33 IWM ISHARES TR 9,076.0 $2.3M 0.86% +162.0 +1.8% $248.00 +16.6%
34 BK BANK NEW YORK MELLON CORP Financial Services 18,851.0 $2.2M 0.85% +1K +7.1% $118.63 +19.1%
35 MU MICRON TECHNOLOGY INC Technology 6,542.0 $2.2M 0.84% +1K +21.9% $337.84 +163.8%
36 PWR QUANTA SVCS INC Industrials 3,666.0 $2.0M 0.77% +36.0 +1.0% $549.02 +34.9%
37 OKLO OKLO INC Utilities 40,545.0 $2.0M 0.77% +2K +6.3% $49.59 +41.4%
38 LEU CENTRUS ENERGY CORP Energy 11,356.0 $2.0M 0.75% +895.0 +8.6% $173.59 +7.2%
39 VXUS VANGUARD STAR FDS 25,384.0 $2.0M 0.75% $77.11 +11.4%
40 NEBIUS GROUP N.V. 18,808.0 $2.0M 0.74% +813.0 +4.5% $103.76
Page 2 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%