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Latest Legacy Bridge, LLC Stock Portfolio

$323Million | No. of Holdings #319

Legacy Bridge, LLC Performance

2026 Q2+21.24%
YTD+21.86%
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 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Bridge, LLC reported an equity portfolio of $323.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Legacy Bridge, LLC are , STRL, NVDA. The fund has invested 4.1% of it's portfolio in GE VERNOVA INC and 3.8% of portfolio in STERLING INFRASTRUCTURE INC. <br><br> The fund managers got completely rid off CELSIUS HLDGS INC (CELH), INTUIT (INTU) and GE AEROSPACE (GE) stocks. They significantly reduced their stock positions in CLOUDFLARE INC (NET), ABBVIE INC (ABBV) and APPLIED MATLS INC (AMAT). Legacy Bridge, LLC opened new stock positions in TERADYNE INC (TER), SEAGATE TECHNOLOGY HLDNGS PL (STX) and POWELL INDS INC (POWL). The fund showed a lot of confidence in some stocks as they added substantially to ROCKET LAB CORP, VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
Legacy Bridge, LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$323Million
  as of Aug 13, 2026

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

Our best estimate is that Legacy Bridge, LLC made a return of 21.24% in the last quarter. In trailing 12 months, it's portfolio return was 37.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
teradyne inc3,048,190
seagate technology hldngs pl2,848,680
powell inds inc1,637,980
bwx technologies inc1,173,940
hyliion holdings corp140,149
roundhill etf trust52,065
smith & wesson brands inc24,516
willis towers watson plc ltd15,683
New stocks bought by Legacy Bridge, LLC

Additions

Ticker% Inc.
rocket lab corp138,400
vanguard index fds500
ishares tr300
vanguard index fds300
dell technologies inc94.17
ishares gold tr92.64
ulta beauty inc41.67
texas pacific land corporati29.41
Additions to existing portfolio by Legacy Bridge, LLC

Reductions

Ticker% Reduced
cloudflare inc-88.24
abbvie inc-83.33
applied matls inc-38.18
boston scientific corp-31.54
toyota motor corp-26.54
ppg inds inc-25.37
cardinal health inc-25.00
sterling infrastructure inc-23.51
Legacy Bridge, LLC reduced stake in above stock

Sold off

Ticker$ Sold
celsius hldgs inc-627,003
intuit-317,800
cisco sys inc-23,277
philip morris intl inc-36,045
ge aerospace-39,445
visa inc-38,083
booking holdings inc-21,052
rtx corporation-23,727
Legacy Bridge, LLC got rid off the above stocks

Sector Distribution

Legacy Bridge, LLC has about 31.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Consumer Defensive
  • Communication Services
  • Real Estate
Sector%
Others31.4
Technology26.3
Industrials16.2
Financial Services6.9
Consumer Cyclical4.8
Healthcare3.5
Energy3.1
Consumer Defensive2.6
Communication Services2.2
Real Estate1.4

Market Cap. Distribution

Legacy Bridge, LLC has about 63.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP33.2
UNALLOCATED31.5
MEGA-CAP30.1
MID-CAP3.3
SMALL-CAP1.9

Stocks belong to which Index?

About 60.8% 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 50050.6
Others39.3
RUSSELL 200010.2
Top 5 Winners (%)%
astera labs inc
340.7 %
sandisk corp
257.9 %
MU
micron technology inc
239.7 %
INTC
intel corp
216.4 %
MRVL
marvell technology inc
200.8 %
Top 5 Winners ($)$
STRL
sterling infrastructure inc
7.3 M
MU
micron technology inc
5.3 M
ge vernova inc
3.5 M
AMD
advanced micro devices inc
3.4 M
YNDX
nebius group n.v.
3.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.3 %
SHAK
shake shack inc
-36.7 %
DOW
dow hldgs inc
-34.3 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-1.8 M
IJR
ishares tr
-0.6 M
VB
vanguard index fds
-0.5 M
XOM
exxon mobil corp
-0.5 M
WMT
walmart inc
-0.4 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 319 stocks in it's portfolio. About 27.1% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. STRL was the most profitable stock for Legacy Bridge, LLC last quarter.

$323.78MTotal Value
334Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Bridge, LLC, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.14%8,317
$435.9K
0.14%
decreased 0.78 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.01%400
$30.6K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.01%317
$21.1K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Bridge, LLC's holding in Ishares Tr over time
0.01%291
$19.3K
0.01%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Legacy Bridge, LLC's holding in Ishares Inc over time
0.33%14,360
$1.08M
0.33%
decreased 15.5 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Legacy Bridge, LLC's holding in Ishares Inc over time
0%215
$14.9K
0%
increased 7.5 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Legacy Bridge, LLC's holding in Ishares Tr over time
0.06%4,000
$184.6K
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
$16.6K
0%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Legacy Bridge, LLC's holding in Wisdomtree Tr over time
0.03%1,500
$97.1K
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
$86.1K
0.03%
unchanged 0 percentunchanged
ALCC
Oklo Inc

Oklo Inc

ALCC
Legacy Bridge, LLC's holding in Oklo Inc over time
0.66%40,705
$2.13M
0.66%
increased 0.39 percentadded