Grufity logo
Grufity logo

Latest Legacy Bridge, LLC Stock Portfolio

$309Million | No. of Holdings #325

Legacy Bridge, LLC Performance

2026 Q3-2.99%
YTD+18.21%
2025+25.62%

About Legacy Bridge, LLC and 13F Hedge Fund Stock Holdings

Legacy Bridge, LLC is a hedge fund based in West Des Moines, IA. On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Bridge, LLC reported an equity portfolio of $309.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Legacy Bridge, LLC are NVDA, PLTR, . The fund has invested 4.4% of it's portfolio in NVIDIA CORPORATION and 3.6% of portfolio in PALANTIR TECHNOLOGIES INC. <br><br> The fund managers got completely rid off JOHNSON CONTROLS INTERNATION (JCI), EXXON MOBIL CORP (XOM) and LAM RESEARCH CORP (LRCX) stocks. They significantly reduced their stock positions in CIPHER DIGITAL INC (CIFR), IREN LIMITED (IREN) and HYLIION HOLDINGS CORP (HYLN). Legacy Bridge, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, BLOOM ENERGY CORP (BE) and COGNEX CORP (CGNX). The fund showed a lot of confidence in some stocks as they added substantially to TARGET CORP (TGT), GRAYSCALE ETHEREUM STAKING and VIVMARK RESIDENTIAL (EQR).
Legacy Bridge, LLC Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$309Million
  as of Oct 28, 2026

Legacy Bridge, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy Bridge, LLC made a return of -2.99% in the last quarter. In trailing 12 months, it's portfolio return was 18.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp2,317,070
bloom energy corp1,476,300
cognex corp1,349,160
space exploration techn corp47,220
sk hynix inc35,910
emcor group inc18,863
ciena corp10,555
d-wave quantum inc7,706
New stocks bought by Legacy Bridge, LLC

Additions

Ticker% Inc.
target corp2,920
grayscale ethereum staking110
vivmark residential94.57
tesla inc74.44
sofi technologies inc66.67
marvell technology inc55.56
applied optoelectronics inc33.33
compass inc28.75
Additions to existing portfolio by Legacy Bridge, LLC

Reductions

Ticker% Reduced
cipher digital inc-98.04
iren limited-70.2
hyliion holdings corp-62.83
roundhill etf trust-53.19
grayscale ethereum staking e-25.00
comcast corp new-21.8
oracle corp-21.56
versant media group inc-21.43
Legacy Bridge, LLC reduced stake in above stock

Sold off

Ticker$ Sold
johnson controls internation-3,415,910
exxon mobil corp-1,946,480
avalonbay cmntys inc-28,304
kla corp-39,223
lam research corp-55,467
alibaba group hldg ltd-9,598
electronic arts inc-12,303
Legacy Bridge, LLC got rid off the above stocks

Sector Distribution

Legacy Bridge, LLC has about 31% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Consumer Defensive
  • Communication Services
  • Real Estate
Sector%
Others31
Technology30.1
Industrials12.8
Financial Services7.2
Consumer Cyclical4.6
Healthcare3.6
Energy3
Consumer Defensive2.6
Communication Services2.3
Real Estate1.4

Market Cap. Distribution

Legacy Bridge, LLC has about 63.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
MEGA-CAP31.8
LARGE-CAP31.6
UNALLOCATED31.1
MID-CAP3.5
SMALL-CAP2

Stocks belong to which Index?

About 59.6% of the stocks held by Legacy Bridge, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50050.8
Others40.4
RUSSELL 20008.8
Top 5 Winners (%)%
PSTG
everpure inc
66.0 %
PLTR
palantir technologies inc
60.2 %
grayscale ethereum staking e
59.5 %
MPC
marathon pete corp
52.3 %
VLO
valero energy corp
48.6 %
Top 5 Winners ($)$
PLTR
palantir technologies inc
4.2 M
NVDA
nvidia corporation
1.7 M
ANET
arista networks inc
1.3 M
HPE
hewlett packard enterprise c
1.3 M
MSFT
microsoft corp
1.3 M
Top 5 Losers (%)%
innventure inc
-88.7 %
EOSE
eos energy enterprises inc
-46.5 %
LASR
nlight inc
-44.1 %
APP
applovin corp
-43.6 %
STRL
sterling infrastructure inc
-40.3 %
Top 5 Losers ($)$
STRL
sterling infrastructure inc
-5.4 M
ge vernova inc
-2.5 M
CAT
caterpillar inc
-1.9 M
VRT
vertiv holdings co
-1.9 M
CRDO
credo technology group holdi
-1.2 M

Legacy Bridge, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legacy Bridge, LLC

Legacy Bridge, LLC has 325 stocks in it's portfolio. About 27% of the portfolio is in top 10 stocks. STRL proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Legacy Bridge, LLC last quarter.

$309.61MTotal Value
335Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Bridge, LLC, last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.14%8,247
$422.5K
0.14%
decreased 0.84 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.01%400
$31.7K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.01%317
$19.5K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.01%291
$17.9K
0.01%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Legacy Bridge, LLC's holding in Ishares Inc over time
0.32%14,165
$1.01M
0.32%
decreased 1.36 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Legacy Bridge, LLC's holding in Ishares Inc over time
0%200
$13.5K
0%
decreased 6.98 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Legacy Bridge, LLC's holding in Ishares Tr over time
0.06%4,000
$186.1K
0.06%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Legacy Bridge, LLC's holding in Ishares Tr over time
0.01%1,392
$33.7K
0.01%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Legacy Bridge, LLC's holding in Ishares Tr over time
0%187
$16.7K
0%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Legacy Bridge, LLC's holding in Wisdomtree Tr over time
0.03%1,500
$94.8K
0.03%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Legacy Bridge, LLC's holding in Wisdomtree Tr over time
0.03%1,600
$88.5K
0.03%
unchanged 0 percentunchanged
ALCC
Oklo Inc

Oklo Inc

ALCC
Legacy Bridge, LLC's holding in Oklo Inc over time
0.46%38,282
$1.42M
0.46%
decreased 5.95 percentreduced