← Back to Discover
Legacy Bridge, LLC
Period ended Sep 30, 2026 · Latest filing Oct 28, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $309,613,458
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $13,643,194
- PALANTIR TECHNOLOGIES INC · CL A · 69608A108 · shares: $11,274,439
- GE VERNOVA INC · COM · 36828A101 · shares: $10,647,389
- STERLING INFRASTRUCTURE INC · COM · 859241101 · shares: $7,934,379
- ARISTA NETWORKS INC · COM SHS · 040413205 · shares: $7,833,533
- BROADCOM INC · COM · 11135F101 · shares: $7,221,169
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $6,813,509
- CATERPILLAR INC · COM · 149123101 · shares: $6,128,762
- WEST BANCORPORATION INC · CAP STK · 95123P106 · shares: $6,060,628
- CELESTICA INC · COM · 15101Q207 · shares: $5,967,210
Reported holdings
328 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 59,739 shares | $13,643,194 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 60,275 shares | $11,274,439 |
| GE VERNOVA INC | COM | 36828A101 | — | 11,202 shares | $10,647,389 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 | — | 16,134 shares | $7,934,379 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 38,477 shares | $7,833,533 |
| BROADCOM INC | COM | 11135F101 | — | 20,562 shares | $7,221,169 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 6,397 shares | $6,813,509 |
| CATERPILLAR INC | COM | 149123101 | — | 7,559 shares | $6,128,762 |
| WEST BANCORPORATION INC | CAP STK | 95123P106 | — | 212,579 shares | $6,060,628 |
| CELESTICA INC | COM | 15101Q207 | — | 16,510 shares | $5,967,210 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 9,006 shares | $5,509,511 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 11,682 shares | $5,329,212 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 20,173 shares | $4,867,947 |
| MICROSOFT CORP | COM | 594918104 | — | 9,239 shares | $4,738,684 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 19,442 shares | $4,585,979 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 69,885 shares | $4,464,953 |
| AMAZON COM INC | COM | 023135106 | — | 17,837 shares | $4,444,089 |
| EATON CORP PLC | SHS | G29183103 | — | 10,248 shares | $4,403,669 |
| ELI LILLY & CO | COM | 532457108 | — | 3,754 shares | $4,343,679 |
| WALMART INC | COM | 931142103 | — | 38,491 shares | $3,999,985 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 2,124 shares | $3,847,988 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 7,552 shares | $3,760,519 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 9,386 shares | $3,729,152 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 9,357 shares | $3,626,867 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 4,393 shares | $3,364,380 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 9,695 shares | $3,303,475 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 9,610 shares | $3,179,277 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 15,050 shares | $2,931,590 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 3,063 shares | $2,926,452 |
| APPLE INC | COM | 037833100 | — | 8,626 shares | $2,872,631 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 19,645 shares | $2,841,257 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 34,126 shares | $2,769,695 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 2,952 shares | $2,722,748 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 5,961 shares | $2,709,037 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 7,588 shares | $2,708,196 |
| QUANTA SVCS INC | COM | 74762E102 | — | 3,940 shares | $2,531,490 |
| TERADYNE INC | COM | 880770102 | — | 6,310 shares | $2,529,743 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 35,734 shares | $2,523,178 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 9,066 shares | $2,519,351 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 2,722 shares | $2,477,946 |
| DEERE & CO | COM | 244199105 | — | 3,518 shares | $2,362,513 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 14,237 shares | $2,317,072 |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | 74255Y888 | — | 121,890 shares | $2,236,682 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 31,062 shares | $2,174,340 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 25,484 shares | $2,165,083 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 21,933 shares | $2,083,416 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 18,854 shares | $2,011,911 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 9,285 shares | $1,944,744 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 5,667 shares | $1,924,287 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 8,331 shares | $1,898,969 |
| CHEVRON CORPORATION | COM | 166764100 | — | 8,632 shares | $1,762,741 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 10,950 shares | $1,760,103 |
| EQUINIX INC | COM | 29444U700 | — | 1,697 shares | $1,716,652 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 10,813 shares | $1,704,994 |
| CITIGROUP INC | COM NEW | 172967424 | — | 12,994 shares | $1,682,464 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,302 shares | $1,669,365 |
| NASDAQ INC | COM | 631103108 | — | 18,015 shares | $1,657,561 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 8,718 shares | $1,639,682 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 9,329 shares | $1,637,520 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 15,689 shares | $1,629,905 |
| INSIGHT ENTERPRISES INC | COM | 45765U103 | — | 10,415 shares | $1,628,073 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 47,816 shares | $1,626,711 |
| HOME DEPOT INC | COM | 437076102 | — | 5,676 shares | $1,614,766 |
| QUALCOMM INC | COM | 747525103 | — | 8,732 shares | $1,607,038 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 6,719 shares | $1,595,965 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 30,225 shares | $1,528,781 |
| CENTRUS ENERGY CORP | CL A | 15643U104 | — | 10,942 shares | $1,526,300 |
| BLACKROCK INC | COM | 09290D101 | — | 1,441 shares | $1,524,996 |
| ESCO TECHNOLOGIES INC | COM | 296315104 | — | 5,688 shares | $1,507,946 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 3,671 shares | $1,492,739 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 5,330 shares | $1,476,304 |
| NATIONAL FUEL GAS CO | COM | 636180101 | — | 19,423 shares | $1,473,429 |
| LOWES COS INC | COM | 548661107 | — | 7,995 shares | $1,473,399 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 2,110 shares | $1,424,356 |
| OKLO INC | COM CL A | 02156V109 | — | 38,282 shares | $1,417,200 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 3,302 shares | $1,395,162 |
| COGNEX CORP | COM | 192422103 | — | 22,245 shares | $1,349,160 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 22,433 shares | $1,330,502 |
| VISTRA CORP | COM | 92840M102 | — | 8,203 shares | $1,134,886 |
| TEMPUS AI INC | CL A | 88023B103 | — | 13,782 shares | $1,128,746 |
| DANAHER CORP DEL | COM | 235851102 | — | 5,011 shares | $1,110,188 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | — | 9,862 shares | $1,106,911 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 635 shares | $1,097,617 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 11,580 shares | $1,090,489 |
| GLOBAL X FDS | GB MSCI AR ETF | 37950E259 | — | 12,450 shares | $1,072,941 |
| NEXTPOWER INC | COM | 65290E101 | — | 13,455 shares | $1,048,549 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,448 shares | $1,014,846 |
| POWELL INDS INC | COM | 739128106 | — | 5,460 shares | $1,007,207 |
| ISHARES INC | MSCI MEXICO ETF | 464286822 | — | 14,165 shares | $1,006,990 |
| ROCKET LAB CORP | COM | 773121108 | — | 14,408 shares | $1,003,950 |
| CAMECO CORP | COM | 13321L108 | — | 11,531 shares | $999,392 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,063 shares | $957,083 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 12,634 shares | $956,900 |
| CARETRUST REIT INC | COM | 14174T107 | — | 25,842 shares | $945,301 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,682 shares | $922,823 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 33,588 shares | $922,663 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 6,317 shares | $869,725 |
| UNION PAC CORP | COM | 907818108 | — | 3,170 shares | $862,653 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 11,759 shares | $846,061 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 6,110 shares | $837,070 |