Legacy Bridge, LLC

13F filer · CIK 0001689144

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$324MU.S. long equity reported on 13F

Positions23113 new · 11 closed

Net flow last quarter+$1.7MBuys minus sells

Top 10 positions weight27.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026231 positions
GEVGE Vernova Inc.	$13.3M	4.10%	0.00%	-3.1%	Q3 2024
STRLSterling Infrastructure, Inc.	$12.3M	3.81%	0.05%	-23.5%	Q4 2023
NVDANvidia Corp	$11.8M	3.65%	0.00%	-9.6%	Q3 2019
CATCaterpillar Inc	$8.18M	2.53%	0.00%	+0.1%	Q4 2018
AVGOBroadcom Inc.	$7.71M	2.38%	0.00%	-9.4%	Q4 2019
MUMicron Technology Inc	$7.43M	2.29%	0.00%	-1.7%	Q1 2019
PLTRPalantir Technologies Inc.	$7.05M	2.18%	0.00%	-0.1%	Q1 2024
ANETArista Networks, Inc.	$6.72M	2.08%	0.00%	+0.5%	Q1 2019
VRTVertiv Holdings Co	$6.72M	2.08%	0.01%	+0.7%	Q1 2024
CLSCelestica Inc	$6.45M	1.99%	0.02%	-1.2%	Q1 2024
WTBAWest Bancorporation Inc	$5.98M	1.85%	1.32%	-8.2%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.59M	1.73%	0.00%	+0.1%	Q1 2024
NBISNebius Group N.V.	$5.34M	1.65%	0.01%	+2.8%	Q2 2025
AMDAdvanced Micro Devices Inc	$5.32M	1.64%	0.00%	+2.0%	Q2 2019
LLYELI LILLY & Co	$4.77M	1.47%	0.00%	+0.1%	Q4 2018
AMZNAmazon Com Inc	$4.53M	1.40%	0.00%	+0.5%	Q4 2018
WMTWalmart Inc.	$4.39M	1.35%	0.00%	+0.4%	Q4 2018
ETNEaton Corp plc	$4.34M	1.34%	0.00%	+1.6%	Q4 2018
ASMLAsml Holding NV	$4.23M	1.31%	0.00%	+0.7%	Q4 2023
CRDOCredo Technology Group Holding Ltd	$4.09M	1.26%	0.01%	+0.6%	Q1 2026
PANWPalo Alto Networks Inc	$3.83M	1.18%	0.00%	Not reported	Q4 2018
WDCWestern Digital Corp	$3.79M	1.17%	0.00%	+2.4%	Q1 2026
BRK.BBerkshire Hathaway Inc	$3.78M	1.17%	Not reported	-5.2%	Q4 2018
GOOGAlphabet Inc.	$3.78M	1.17%	Not reported	+0.4%	Q4 2018
JCIJohnson Controls International plc	$3.42M	1.06%	0.00%	+1.5%	Q4 2020
MSFTMicrosoft Corp	$3.4M	1.05%	0.00%	-0.1%	Q4 2018
JPMJPMorgan Chase & Co	$3.18M	0.98%	0.00%	Not reported	Q4 2018
PHParker-Hannifin Corp	$3.14M	0.97%	0.00%	Not reported	Q4 2018
HPEHewlett Packard Enterprise Co	$3.13M	0.97%	0.01%	+2.3%	Q4 2018
TERTeradyne, Inc	$3.05M	0.94%	0.00%	Not reported	Q1 2024
STXSeagate Technology Holdings plc	$2.85M	0.88%	0.00%	Not reported	Q4 2025
PWRQuanta Services, Inc.	$2.8M	0.87%	0.00%	+6.3%	Q2 2025
BNYBank of New York Mellon Corp	$2.73M	0.84%	0.00%	+0.3%	Q1 2019
AAPLApple Inc.	$2.71M	0.84%	0.00%	Not reported	Q4 2018
COSTCostco Wholesale Corp	$2.57M	0.79%	0.00%	+1.0%	Q4 2018
DEDeere & Co	$2.57M	0.79%	0.00%	-0.5%	Q4 2018
VLOValero Energy Corp	$2.42M	0.75%	0.00%	Not reported	Q4 2018
WSMWilliams Sonoma Inc	$2.39M	0.74%	0.01%	Not reported	Q3 2019
OKLOOklo Inc.	$2.13M	0.66%	0.02%	+0.4%	Q4 2024
HDHome Depot, Inc.	$2.02M	0.62%	0.00%	+0.2%	Q4 2018
ESEEsco Technologies Inc	$1.99M	0.61%	0.02%	Not reported	Q3 2025
FCXFreeport-Mcmoran Inc	$1.96M	0.60%	0.00%	-0.7%	Q4 2022
XOMExxonMobil Holdings Corp	$1.95M	0.60%	0.00%	+2.9%	Q4 2018
AXONAxon Enterprise, Inc.	$1.94M	0.60%	0.00%	-6.5%	Q4 2018
LEUCentrus Energy Corp	$1.92M	0.59%	0.08%	+0.8%	Q4 2024
NXPINXP Semiconductors N.V.	$1.9M	0.59%	0.00%	Not reported	Q4 2018
MSMorgan Stanley	$1.85M	0.57%	0.00%	Not reported	Q4 2018
CCitigroup Inc	$1.83M	0.56%	0.00%	-1.7%	Q4 2018
IWSImageware Systems Inc	$1.8M	0.56%	Not reported	Not reported	Q4 2018
EQIXEquinix Inc	$1.8M	0.56%	0.00%	Not reported	Q2 2021

Q1 2026Reported May 14, 2026228 positions
NVDANvidia Corp	$11.4M	4.34%	0.00%	+1.2%	Q3 2019
GEVGE Vernova Inc.	$10.2M	3.88%	0.00%	+1.4%	Q3 2024
PLTRPalantir Technologies Inc.	$8.85M	3.38%	0.00%	+2.9%	Q1 2024
STRLSterling Infrastructure, Inc.	$7.83M	2.98%	0.06%	+4.2%	Q4 2023
AVGOBroadcom Inc.	$6.98M	2.66%	0.00%	+4.0%	Q4 2019
WTBAWest Bancorporation Inc	$5.85M	2.23%	1.44%	-3.4%	Q4 2018
CATCaterpillar Inc	$5.43M	2.07%	0.00%	+4.1%	Q4 2018
CLSCelestica Inc	$5.04M	1.92%	0.02%	-3.3%	Q1 2024
VRTVertiv Holdings Co	$5M	1.90%	0.01%	+4.7%	Q1 2024
ANETArista Networks, Inc.	$4.84M	1.84%	0.00%	+2.6%	Q1 2019
WMTWalmart Inc.	$4.79M	1.83%	0.00%	+4.3%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.95M	1.51%	0.00%	+4.4%	Q1 2024
AMZNAmazon Com Inc	$3.94M	1.50%	0.00%	+3.7%	Q4 2018
BRK.BBerkshire Hathaway Inc	$3.82M	1.46%	Not reported	+0.8%	Q4 2018
LLYELI LILLY & Co	$3.66M	1.39%	0.00%	+3.0%	Q4 2018
ETNEaton Corp plc	$3.58M	1.37%	0.00%	+5.2%	Q4 2018
MSFTMicrosoft Corp	$3.38M	1.29%	0.00%	+3.8%	Q4 2018
GOOGAlphabet Inc.	$3.06M	1.17%	Not reported	+5.6%	Q4 2018
JCIJohnson Controls International plc	$3.02M	1.15%	0.00%	-0.5%	Q4 2020
PHParker-Hannifin Corp	$2.87M	1.09%	0.00%	+1.9%	Q4 2018
JPMJPMorgan Chase & Co	$2.86M	1.09%	0.00%	+0.6%	Q4 2018
ASMLAsml Holding NV	$2.79M	1.06%	0.00%	+2.4%	Q4 2023
COSTCostco Wholesale Corp	$2.72M	1.04%	0.00%	+1.9%	Q4 2018
AAPLApple Inc.	$2.37M	0.91%	0.00%	+1.1%	Q4 2018
XOMExxonMobil Holdings Corp	$2.35M	0.90%	0.00%	Not reported	Q4 2018
VLOValero Energy Corp	$2.3M	0.88%	0.00%	-0.6%	Q4 2018
DEDeere & Co	$2.29M	0.87%	0.00%	+3.2%	Q4 2018
BNYBank of New York Mellon Corp	$2.24M	0.85%	0.00%	+7.1%	Q1 2019
MUMicron Technology Inc	$2.21M	0.84%	0.00%	+21.9%	Q1 2019
PWRQuanta Services, Inc.	$2.01M	0.77%	0.00%	+1.0%	Q2 2025
OKLOOklo Inc.	$2.01M	0.77%	0.02%	+6.3%	Q4 2024
LEUCentrus Energy Corp	$1.97M	0.75%	0.08%	+8.6%	Q4 2024
NBISNebius Group N.V.	$1.95M	0.74%	0.01%	+4.5%	Q2 2025
ISRGIntuitive Surgical Inc	$1.92M	0.73%	0.00%	+1.1%	Q2 2023
LOWLowes Companies Inc	$1.89M	0.72%	0.00%	+1.3%	Q4 2018
HDHome Depot, Inc.	$1.88M	0.72%	0.00%	+0.3%	Q4 2018
WSMWilliams Sonoma Inc	$1.87M	0.71%	0.01%	+3.5%	Q3 2019
FCXFreeport-Mcmoran Inc	$1.84M	0.70%	0.00%	+4.5%	Q4 2022
AMDAdvanced Micro Devices Inc	$1.83M	0.70%	0.00%	+26.3%	Q2 2019
CVXChevron Corp	$1.81M	0.69%	0.00%	0.0%	Q4 2018
PANWPalo Alto Networks Inc	$1.8M	0.69%	0.00%	Not reported	Q4 2018
NFGNational Fuel Gas Co	$1.73M	0.66%	0.02%	+3.0%	Q3 2024
EQIXEquinix Inc	$1.69M	0.65%	0.00%	-0.2%	Q2 2021
DLRDigital Realty Trust, Inc.	$1.69M	0.64%	0.00%	-0.3%	Q4 2019
NXTNextpower Inc.	$1.62M	0.62%	0.01%	Not reported	Q1 2024
HPEHewlett Packard Enterprise Co	$1.61M	0.62%	0.01%	+2.0%	Q4 2018
ESEEsco Technologies Inc	$1.6M	0.61%	0.02%	+8.8%	Q3 2025
IWSImageware Systems Inc	$1.6M	0.61%	Not reported	Not reported	Q4 2018
AXONAxon Enterprise, Inc.	$1.57M	0.60%	0.00%	+1.2%	Q4 2018
WDCWestern Digital Corp	$1.57M	0.60%	0.00%	New	Q1 2026

Q4 2025Reported Jan 23, 2026374 positions
NVDANvidia Corp	$12M	4.88%	0.00%	+4.6%	Q3 2019
PLTRPalantir Technologies Inc.	$10.5M	4.24%	0.00%	+0.3%	Q1 2024
GEVGE Vernova Inc.	$7.51M	3.05%	0.00%	+0.2%	Q3 2024
AVGOBroadcom Inc.	$7.5M	3.05%	0.00%	-26.9%	Q4 2019
STRLSterling Infrastructure, Inc.	$5.65M	2.29%	0.06%	+1.0%	Q4 2023
WTBAWest Bancorporation Inc	$5.65M	2.29%	1.50%	Not reported	Q4 2018
CLSCelestica Inc	$5.46M	2.22%	0.02%	-0.5%	Q1 2024
ANETArista Networks, Inc.	$5.03M	2.04%	0.00%	+0.2%	Q1 2019
MSFTMicrosoft Corp	$4.25M	1.73%	0.00%	+6.8%	Q4 2018
CATCaterpillar Inc	$4.22M	1.71%	0.00%	+2.3%	Q4 2018
AMZNAmazon Com Inc	$4.21M	1.71%	0.00%	+4.9%	Q4 2018
LLYELI LILLY & Co	$4.15M	1.68%	0.00%	+4.7%	Q4 2018
WMTWalmart Inc.	$4.12M	1.67%	0.00%	+2.8%	Q4 2018
BRK.BBerkshire Hathaway Inc	$3.97M	1.61%	Not reported	+3.3%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.4M	1.38%	0.00%	+1.5%	Q1 2024
GOOGAlphabet Inc.	$3.16M	1.28%	Not reported	+5.4%	Q4 2018
JPMJPMorgan Chase & Co	$3.11M	1.26%	0.00%	+5.6%	Q4 2018
VRTVertiv Holdings Co	$3.09M	1.25%	0.01%	-0.1%	Q1 2024
ETNEaton Corp plc	$3.03M	1.23%	0.00%	0.0%	Q4 2018
JCIJohnson Controls International plc	$2.77M	1.13%	0.00%	-0.4%	Q4 2020
PHParker-Hannifin Corp	$2.77M	1.12%	0.00%	-0.8%	Q4 2018
OKLOOklo Inc.	$2.74M	1.11%	0.02%	+0.2%	Q4 2024
LEUCentrus Energy Corp	$2.54M	1.03%	0.08%	+1.2%	Q4 2024
AAPLApple Inc.	$2.52M	1.02%	0.00%	+14.5%	Q4 2018
ISRGIntuitive Surgical Inc	$2.33M	0.95%	0.00%	+1.9%	Q2 2023
COSTCostco Wholesale Corp	$2.31M	0.94%	0.00%	+0.5%	Q4 2018
ASMLAsml Holding NV	$2.2M	0.89%	0.00%	+2.2%	Q4 2023
AXONAxon Enterprise, Inc.	$2.07M	0.84%	0.00%	-0.8%	Q4 2018
PANWPalo Alto Networks Inc	$2.07M	0.84%	0.00%	-0.2%	Q4 2018
BNYBank of New York Mellon Corp	$2.04M	0.83%	0.00%	+4.5%	Q1 2019
HDHome Depot, Inc.	$1.96M	0.79%	0.00%	+4.5%	Q4 2018
LOWLowes Companies Inc	$1.91M	0.77%	0.00%	-0.8%	Q4 2018
DEDeere & Co	$1.83M	0.74%	0.00%	-1.9%	Q4 2018
NDAQNasdaq, Inc.	$1.78M	0.72%	0.00%	+1.1%	Q3 2024
WSMWilliams Sonoma Inc	$1.77M	0.72%	0.01%	-1.7%	Q3 2019
QCOMQualcomm Inc	$1.67M	0.68%	0.00%	+0.4%	Q4 2018
XOMExxonMobil Holdings Corp	$1.66M	0.68%	0.00%	+1.5%	Q4 2018
TSCOTractor Supply Co	$1.62M	0.66%	0.01%	-1.1%	Q1 2020
HPEHewlett Packard Enterprise Co	$1.6M	0.65%	0.01%	+0.3%	Q4 2018
MSMorgan Stanley	$1.57M	0.64%	0.00%	-0.6%	Q4 2018
BLKBlackRock, Inc.	$1.55M	0.63%	0.00%	-1.4%	Q4 2018
IWSImageware Systems Inc	$1.54M	0.63%	Not reported	+1.6%	Q4 2018
PWRQuanta Services, Inc.	$1.53M	0.62%	0.00%	+3.8%	Q2 2025
MUMicron Technology Inc	$1.53M	0.62%	0.00%	+552.9%	Q1 2019
NXPINXP Semiconductors N.V.	$1.53M	0.62%	0.00%	Not reported	Q4 2018
FCXFreeport-Mcmoran Inc	$1.53M	0.62%	0.00%	+1.8%	Q4 2022
VLOValero Energy Corp	$1.52M	0.62%	0.00%	-0.6%	Q4 2018
AMDAdvanced Micro Devices Inc	$1.52M	0.62%	0.00%	+443.4%	Q2 2019
NBISNebius Group N.V.	$1.51M	0.61%	0.01%	+3.1%	Q2 2025
METAMeta Platforms, Inc.	$1.51M	0.61%	Not reported	+19.2%	Q4 2018

Q3 2025Reported Nov 12, 2025220 positions
NVDANvidia Corp	$11.5M	4.79%	0.00%	+0.8%	Q3 2019
PLTRPalantir Technologies Inc.	$10.7M	4.45%	0.00%	+1.8%	Q1 2024
AVGOBroadcom Inc.	$9.79M	4.07%	0.00%	-0.9%	Q4 2019
GEVGE Vernova Inc.	$7.06M	2.94%	0.00%	+0.6%	Q3 2024
STRLSterling Infrastructure, Inc.	$6.2M	2.58%	0.06%	Not reported	Q4 2023
ANETArista Networks, Inc.	$5.58M	2.32%	0.00%	Not reported	Q1 2019
WTBAWest Bancorporation Inc	$5.17M	2.15%	1.50%	-2.0%	Q4 2018
CLSCelestica Inc	$4.58M	1.90%	0.02%	-0.9%	Q1 2024
MSFTMicrosoft Corp	$4.26M	1.77%	0.00%	+4.0%	Q4 2018
OKLOOklo Inc.	$4.25M	1.77%	0.02%	+1.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.85M	1.60%	Not reported	+0.5%	Q4 2018
AMZNAmazon Com Inc	$3.82M	1.59%	0.00%	+3.7%	Q4 2018
WMTWalmart Inc.	$3.71M	1.54%	0.00%	-0.1%	Q4 2018
ETNEaton Corp plc	$3.57M	1.48%	0.00%	-0.7%	Q4 2018
CATCaterpillar Inc	$3.44M	1.43%	0.00%	-1.0%	Q4 2018
LEUCentrus Energy Corp	$3.2M	1.33%	0.08%	+0.5%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.08M	1.28%	0.00%	-1.3%	Q1 2024
JPMJPMorgan Chase & Co	$2.88M	1.20%	0.00%	+0.3%	Q4 2018
VRTVertiv Holdings Co	$2.88M	1.20%	0.01%	-21.8%	Q1 2024
LLYELI LILLY & Co	$2.82M	1.17%	0.00%	+2.2%	Q4 2018
AXONAxon Enterprise, Inc.	$2.64M	1.10%	0.00%	Not reported	Q4 2018
JCIJohnson Controls International plc	$2.56M	1.06%	0.00%	-1.8%	Q4 2020
COSTCostco Wholesale Corp	$2.46M	1.03%	0.00%	+0.2%	Q4 2018
PHParker-Hannifin Corp	$2.4M	1.00%	0.00%	-0.7%	Q4 2018
GOOGAlphabet Inc.	$2.33M	0.97%	Not reported	-0.7%	Q4 2018
PANWPalo Alto Networks Inc	$2.29M	0.95%	0.00%	Not reported	Q4 2018
HDHome Depot, Inc.	$2.21M	0.92%	0.00%	+0.2%	Q4 2018
AAPLApple Inc.	$2.06M	0.86%	0.00%	-0.1%	Q4 2018
LOWLowes Companies Inc	$2.01M	0.83%	0.00%	-1.6%	Q4 2018
WSMWilliams Sonoma Inc	$1.97M	0.82%	0.01%	-1.0%	Q3 2019
NBISNebius Group N.V.	$1.96M	0.82%	0.01%	+2910.3%	Q2 2025
ASMLAsml Holding NV	$1.95M	0.81%	0.00%	Not reported	Q4 2023
TSCOTractor Supply Co	$1.87M	0.78%	0.01%	-0.2%	Q1 2020
DEDeere & Co	$1.84M	0.76%	0.00%	-0.7%	Q4 2018
BNYBank of New York Mellon Corp	$1.83M	0.76%	0.00%	+0.3%	Q1 2019
ISRGIntuitive Surgical Inc	$1.8M	0.75%	0.00%	-1.4%	Q2 2023
BLKBlackRock, Inc.	$1.71M	0.71%	0.00%	-1.5%	Q4 2018
NFGNational Fuel Gas Co	$1.64M	0.68%	0.02%	+0.7%	Q3 2024
HPEHewlett Packard Enterprise Co	$1.63M	0.68%	0.01%	-0.9%	Q4 2018
QCOMQualcomm Inc	$1.62M	0.67%	0.00%	-2.0%	Q4 2018
DLRDigital Realty Trust, Inc.	$1.61M	0.67%	0.00%	-0.9%	Q4 2019
NXPINXP Semiconductors N.V.	$1.6M	0.67%	0.00%	Not reported	Q4 2018
VLOValero Energy Corp	$1.6M	0.67%	0.00%	-0.3%	Q4 2018
NDAQNasdaq, Inc.	$1.6M	0.67%	0.00%	+0.1%	Q3 2024
TMUST-Mobile US, Inc.	$1.57M	0.65%	0.00%	Not reported	Q4 2018
XOMExxonMobil Holdings Corp	$1.54M	0.64%	0.00%	-0.6%	Q4 2018
VSTVistra Corp.	$1.51M	0.63%	0.00%	-0.3%	Q4 2024
IWSImageware Systems Inc	$1.51M	0.63%	Not reported	Not reported	Q4 2018
PWRQuanta Services, Inc.	$1.45M	0.60%	0.00%	+1.6%	Q2 2025
MSMorgan Stanley	$1.42M	0.59%	0.00%	Not reported	Q4 2018

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