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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) |
|---|---|---|---|---|---|
| INTEL CORP | COM | 458140100 | — | 500 shares | $60,115 |
| EMERSON ELEC CO | COM | 291011104 | — | 380 shares | $58,938 |
| SHELL PLC | SPON ADS | 780259305 | — | 600 shares | $57,030 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 350 shares | $53,225 |
| VIVMARK RESIDENTIAL | SH BEN INT | 29476L107 | — | 860 shares | $52,254 |
| APPLIED MATLS INC | COM | 038222105 | — | 102 shares | $52,161 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 262 shares | $50,585 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 | — | 710 shares | $48,160 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 | — | 1,900 shares | $47,424 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 313 shares | $47,220 |
| INVESCO CURRENCYSHARES EURO | EURO SHS | 46138K103 | — | 450 shares | $47,048 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | — | 1,125 shares | $45,990 |
| ISHARES TR | LATN AMER 40 ETF | 464287390 | — | 1,298 shares | $44,781 |
| MASCO CORP | COM | 574599106 | — | 650 shares | $43,810 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 883 shares | $41,758 |
| HYLIION HOLDINGS CORP | COMMON STOCK | 449109107 | — | 10,000 shares | $41,700 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 292 shares | $41,631 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 909 shares | $40,524 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | — | 883 shares | $40,477 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 230 shares | $38,406 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 236 shares | $37,838 |
| PPG INDS INC | COM | 693506107 | — | 350 shares | $36,516 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 320 shares | $36,000 |
| SK HYNIX INC | AMERICAN DEPOSIT | 78392B206 | — | 195 shares | $35,910 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 671 shares | $34,731 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 1,530 shares | $33,813 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | — | 1,392 shares | $33,743 |
| CENCORA INC | COM | 03073E105 | — | 110 shares | $33,028 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 400 shares | $31,656 |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 46138E263 | — | 500 shares | $31,170 |
| EVERPURE INC | CL A | 74624M102 | — | 235 shares | $30,734 |
| DATADOG INC | CL A COM | 23804L103 | — | 112 shares | $30,672 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 135 shares | $30,038 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 | — | 1,218 shares | $29,379 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 30 shares | $29,138 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | — | 313 shares | $28,909 |
| FEDEX CORP | COM | 31428X106 | — | 100 shares | $28,509 |
| STARBUCKS CORP | COM | 855244109 | — | 295 shares | $27,719 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 510 shares | $24,837 |
| AT&T INC | COM | 00206R102 | — | 1,000 shares | $24,400 |
| EQT CORP | COM | 26884L109 | — | 495 shares | $24,038 |
| SYSCO CORP | COM | 871829107 | — | 295 shares | $22,999 |
| SMITH & WESSON BRANDS INC | COM | 831754106 | — | 1,630 shares | $22,918 |
| ON HLDG AG | NAMEN AKT A | H5919C104 | — | 755 shares | $22,356 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 132 shares | $22,232 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 248 shares | $22,214 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 140 shares | $21,735 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 66 shares | $21,505 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 300 shares | $20,037 |
| ROUNDHILL ETF TRUST | MEMORY ETF | 77926X320 | — | 330 shares | $19,919 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | — | 200 shares | $19,852 |
| DOW HLDGS INC | COM | 260557103 | — | 711 shares | $19,581 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 | — | 317 shares | $19,515 |
| MONGODB INC | CL A | 60937P106 | — | 55 shares | $19,174 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 65 shares | $18,878 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 25 shares | $18,863 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 825 shares | $17,952 |
| ISHARES TR | CRE U S REIT ETF | 464288521 | — | 291 shares | $17,920 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 54 shares | $17,830 |
| LENNAR CORP | CL A | 526057104 | — | 215 shares | $17,542 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | — | 60 shares | $17,294 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 187 shares | $16,733 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 440 shares | $16,038 |
| XPO INC | COM | 983793100 | — | 90 shares | $15,839 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 1,000 shares | $15,720 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 800 shares | $15,200 |
| INVESCO EXCH TRADED FD TR II | MSCI GBL TIMBR | 46138E545 | — | 539 shares | $15,131 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 158 shares | $14,938 |
| STURM RUGER & CO INC | COM | 864159108 | — | 350 shares | $14,868 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 245 shares | $14,828 |
| ISHARES INC | MSCI EURZONE ETF | 464286608 | — | 200 shares | $13,466 |
| WATSCO INC | COM | 942622200 | — | 40 shares | $12,108 |
| MARKEL GROUP INC | COM | 570535104 | — | 7 shares | $11,988 |
| MOODYS CORP | COM | 615369105 | — | 25 shares | $11,354 |
| CIENA CORP | COM NEW | 171779309 | — | 30 shares | $10,555 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 300 shares | $9,759 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | — | 3,150 shares | $9,655 |
| VULCAN MATLS CO | COM | 929160109 | — | 35 shares | $8,563 |
| BANK OF AMER CORP | COM | 060505104 | — | 145 shares | $7,893 |
| D-WAVE QUANTUM INC | COM | 26740W109 | — | 465 shares | $7,706 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 100 shares | $7,687 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 241 shares | $7,459 |
| CRITICAL METALS CORP | PUBCO ORD SHS | G2662B103 | — | 1,000 shares | $7,260 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 25 shares | $7,242 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 81 shares | $7,031 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 20 shares | $6,946 |
| ABBVIE INC | COM | 00287Y109 | — | 26 shares | $6,802 |
| QUANTINUUM INC | CL A COM | 74768A104 | — | 140 shares | $6,729 |
| AMERICAN OUTDOOR BRANDS INC | COM | 02875D109 | — | 407 shares | $6,594 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 25 shares | $6,199 |
| SLB LIMITED | COM STK | 806857108 | — | 125 shares | $6,090 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 16 shares | $5,874 |
| COHERENT CORP | COM | 19247G107 | — | 20 shares | $5,757 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | — | 50 shares | $5,469 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 64 shares | $5,461 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 25 shares | $5,201 |
| COMPASS INC | CL A | 20464U100 | — | 515 shares | $4,574 |
| INNVENTURE INC | COM | 45784M108 | — | 7,489 shares | $4,292 |
| POST HLDGS INC | COM | 737446104 | — | 58 shares | $4,226 |
| AMGEN INC | COM | 031162100 | — | 10 shares | $4,216 |