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Latest Legacy Bridge, LLC Stock Portfolio

$262Million | No. of Holdings #317

Legacy Bridge, LLC Performance

2026 Q1+0.51%
YTD+0.51%
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 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Bridge, LLC reported an equity portfolio of $262.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Legacy Bridge, LLC are NVDA, , PLTR. The fund has invested 4.3% of it's portfolio in NVIDIA CORPORATION and 3.9% of portfolio in GE VERNOVA INC. <br><br> The fund managers got completely rid off ISHARES TR (AMPS), BLACKSTONE INC (BX) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in BAKER HUGHES COMPANY (BKR), UNITEDHEALTH GROUP INC (UNH) and AMGEN INC (AMGN). Legacy Bridge, LLC opened new stock positions in WESTERN DIGITAL CORP (WDC), CREDO TECHNOLOGY GROUP HOLDI (CRDO) and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to CITIGROUP INC (C), MERCADOLIBRE INC (MELI) and ISHARES TR (IJR).
Legacy Bridge, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$262Million
  as of May 14, 2026

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

Our best estimate is that Legacy Bridge, LLC made a return of 0.51% in the last quarter. In trailing 12 months, it's portfolio return was 34.94%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
western digital corp1,566,140
credo technology group holdi1,401,950
ishares inc1,278,530
global x fds1,192,630
ab active etfs inc416,234
sandisk corp25,414
lumentum hldgs inc21,083
applied optoelectronics inc12,689
New stocks bought by Legacy Bridge, LLC

Additions

Ticker% Inc.
citigroup inc2,663
mercadolibre inc1,589
ishares tr778
ishares tr532
iren limited179
eos energy enterprises inc115
ishares tr100
invesco qqq tr37.61
Additions to existing portfolio by Legacy Bridge, LLC

Reductions

Ticker% Reduced
baker hughes company-81.61
unitedhealth group inc-75.00
amgen inc-72.22
d r horton inc-71.79
bank america corp-71.62
spdr index shs fds-50.33
dow hldgs inc-45.31
cadence design system inc-34.15
Legacy Bridge, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-804,751
blackstone inc-390,745
apa corporation-17,098
kenvue inc-9,246
jefferies finl group inc-26,710
copart inc-15,269
centene corp del-15,432
aes corp-5,220
Legacy Bridge, LLC got rid off the above stocks

Sector Distribution

Legacy Bridge, LLC has about 31.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Consumer Defensive
  • Communication Services
  • Real Estate
  • Utilities
Sector%
Others31.9
Technology21.9
Industrials14.4
Financial Services7.8
Consumer Cyclical5.6
Healthcare4.2
Energy4.2
Consumer Defensive3.8
Communication Services2.7
Real Estate1.7
Utilities1.1

Market Cap. Distribution

Legacy Bridge, LLC has about 62.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED31.9
LARGE-CAP31.8
MEGA-CAP30.8
MID-CAP3.2
SMALL-CAP2.3

Stocks belong to which Index?

About 59.2% 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 50050.7
Others40.7
RUSSELL 20008.5
Top 5 Winners (%)%
DAR
darling ingredients inc
71.8 %
TPL
texas pacific land corporati
65.2 %
DOW
dow hldgs inc
60.5 %
VRT
vertiv holdings co
52.8 %
VLO
valero energy corp
51.6 %
Top 5 Winners ($)$
ge vernova inc
2.5 M
STRL
sterling infrastructure inc
1.9 M
VRT
vertiv holdings co
1.7 M
CAT
caterpillar inc
1.0 M
VLO
valero energy corp
0.8 M
Top 5 Losers (%)%
EOSE
eos energy enterprises inc
-49.0 %
MDB
mongodb inc
-41.7 %
APP
applovin corp
-40.9 %
WDAY
workday inc
-39.1 %
HOOD
robinhood mkts inc
-38.7 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-1.9 M
MSFT
microsoft corp
-1.0 M
ALCC
oklo inc
-0.9 M
AVGO
broadcom inc
-0.8 M
NVDA
nvidia corporation
-0.8 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 317 stocks in it's portfolio. About 27.2% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. was the most profitable stock for Legacy Bridge, LLC last quarter.

$262.21MTotal Value
482Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Bridge, LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.17%8,382
$440.6K
0.17%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.01%400
$29.7K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.01%317
$21.2K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.01%291
$17.2K
0.01%
increased 33.49 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Legacy Bridge, LLC's holding in Ishares Inc over time
0.49%16,995
$1.28M
0.49%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Legacy Bridge, LLC's holding in Ishares Inc over time
0%200
$12.5K
0%
increased 36.05 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Legacy Bridge, LLC's holding in Ishares Tr over time
0.07%4,000
$182.2K
0.07%
unchanged 0 percentunchanged