Legacy Bridge, LLC
Legacy Bridge, LLC reported 322 holdings worth US$324M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Legacy Bridge, LLC reported 322 holdings worth US$324M as of Jun 30, 2026. Largest: Ge Vernova Inc., Sterling Infrastructure, Inc. and Nvidia Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 322
- Value as reported
- US$324M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Ge Vernova Inc. | 11,289 | US$13.3M | 4.1% |
| Sterling Infrastructure, Inc. | 14,700 | US$12.3M | 3.8% |
| Nvidia Corporation | 58,994 | US$11.8M | 3.6% |
| Caterpillar, Inc. | 7,679 | US$8.18M | 2.5% |
| Broadcom Inc. | 20,418 | US$7.71M | 2.4% |
| Micron Technology, Inc. | 6,433 | US$7.43M | 2.3% |
| Palantir Technologies Inc. | 60,435 | US$7.05M | 2.2% |
| Arista Networks, Inc. | 39,572 | US$6.72M | 2.1% |
| Vertiv Holdings, Llc | 20,066 | US$6.72M | 2.1% |
| Celestica Inc. | 17,676 | US$6.45M | 2.0% |
| West Bancorporation | 226K | US$5.98M | 1.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,697 | US$5.59M | 1.7% |
| Advanced Micro Devices Inc | 9,160 | US$5.32M | 1.6% |
| Eli Lilly And Company | 3,978 | US$4.77M | 1.5% |
| Alphabet Inc (google) Class C | 13,226 | US$4.73M | 1.5% |
| Amazon.com, Inc. | 18,992 | US$4.53M | 1.4% |
| Walmart Inc. | 38,731 | US$4.39M | 1.4% |
| Asml Holding Nv | 2,126 | US$4.23M | 1.3% |
| Credo Technology Group Holding Ltd | 15,030 | US$4.09M | 1.3% |
| Palo Alto Networks, Inc. | 11,236 | US$3.83M | 1.2% |
| Western Digital Corporation | 5,926 | US$3.79M | 1.2% |
| Berkshire Hathaway Inc. | 7,557 | US$3.78M | 1.2% |
| Microsoft Corp. | 9,117 | US$3.4M | 1.1% |
| Jp Morgan Chase & Co. | 9,712 | US$3.18M | 0.98% |
| Parker-hannifin Corporation | 3,207 | US$3.14M | 0.97% |
| Hewlett Packard Enterprise Company | 69,355 | US$3.13M | 0.97% |
| Teradyne, Inc. | 6,300 | US$3.05M | 0.94% |
| Quanta Services, Inc. | 3,895 | US$2.8M | 0.87% |
| The Bank Of New York Mellon Corporation | 18,908 | US$2.73M | 0.84% |
| Apple Inc | 9,354 | US$2.71M | 0.84% |
| Costco Wholesale Corporation | 2,751 | US$2.57M | 0.79% |
| Deere & Company | 4,046 | US$2.57M | 0.79% |
| Valero Energy Corporation | 9,302 | US$2.42M | 0.75% |
| Williams-sonoma, Inc. | 10,271 | US$2.39M | 0.74% |
| Oklo Inc. | 40,705 | US$2.13M | 0.66% |
| Home Depot, Inc. (the) | 5,717 | US$2.02M | 0.62% |
| Esco Technologies Inc. | 5,688 | US$1.99M | 0.61% |
| Freeport-mcmoran, Inc. | 31,132 | US$1.96M | 0.60% |
| Exxon Mobil Corporation | 14,237 | US$1.95M | 0.60% |
| Axon Enterprise, Inc. | 3,458 | US$1.94M | 0.60% |
| Centrus Energy Corp. | 11,441 | US$1.92M | 0.59% |
| Morgan Stanley | 8,837 | US$1.85M | 0.57% |
| Citigroup, Inc. | 13,064 | US$1.83M | 0.56% |
| Equinix, Inc. | 1,727 | US$1.8M | 0.56% |
| Qualcomm Incorporated | 9,726 | US$1.8M | 0.56% |
| Lowe's Companies, Inc. | 8,020 | US$1.77M | 0.55% |
| Fifth Third Bancorp | 30,205 | US$1.7M | 0.53% |
| Digital Realty Trust, Inc. | 9,399 | US$1.69M | 0.52% |
| Powell Industries, Inc. | 5,720 | US$1.64M | 0.51% |
| Nextpower Inc. | 13,490 | US$1.61M | 0.50% |
| Intuitive Surgical, Inc. | 4,014 | US$1.6M | 0.49% |
| National Fuel Gas Company | 19,292 | US$1.49M | 0.46% |
| Nasdaq, Inc. | 18,310 | US$1.44M | 0.45% |
| Chevron Corporation | 8,632 | US$1.43M | 0.44% |
| Blackrock, Inc. | 1,481 | US$1.42M | 0.44% |
| Rocket Lab Corporation | 13,850 | US$1.41M | 0.43% |
| Meta Platforms, Inc. | 2,393 | US$1.35M | 0.42% |
| Snowflake Inc. | 5,167 | US$1.32M | 0.41% |
| Vistra Corp. | 8,263 | US$1.31M | 0.40% |
| Insight Enterprises, Inc. | 10,415 | US$1.27M | 0.39% |
| Bwx Technologies, Inc. | 6,031 | US$1.17M | 0.36% |
| Cameco Corporation | 11,518 | US$1.17M | 0.36% |
| Nextera Energy, Inc. | 12,714 | US$1.12M | 0.34% |
| Rio Tinto Plc | 11,680 | US$1.11M | 0.34% |
| Mercadolibre, Inc. | 635 | US$1.08M | 0.33% |
| Goldman Sachs Group, Inc. (the) | 1,063 | US$1.08M | 0.33% |
| Thermo Fisher Scientific Inc | 2,115 | US$1.06M | 0.33% |
| Caretrust Reit, Inc. | 26,102 | US$1.05M | 0.33% |
| Danaher Corporation | 5,111 | US$974K | 0.30% |
| Nu Holdings Ltd. | 70,405 | US$941K | 0.29% |
| T-mobile Us, Inc. | 5,189 | US$870K | 0.27% |
| Union Pacific Corporation | 3,170 | US$862K | 0.27% |
| Stryker Corporation | 2,691 | US$847K | 0.26% |
| Tractor Supply Company | 26,775 | US$846K | 0.26% |
| Tjx Companies, Inc. (the) | 5,423 | US$822K | 0.25% |
| Ionq, Inc. | 14,996 | US$799K | 0.25% |
| Jacobs Solutions Inc. | 6,260 | US$789K | 0.24% |
| Pfizer, Inc. | 31,979 | US$770K | 0.24% |
| Tempus Ai, Inc. | 13,263 | US$768K | 0.24% |
| Ge Healthcare Technologies Inc. | 11,510 | US$737K | 0.23% |
| Aerovironment, Inc. | 3,898 | US$643K | 0.20% |
| Procter & Gamble Company (the) | 4,036 | US$592K | 0.18% |
| H&r Block, Inc. | 15,265 | US$581K | 0.18% |
| Servicenow, Inc. | 5,530 | US$549K | 0.17% |
| Mondelez International, Inc. | 9,178 | US$531K | 0.16% |
| Wells Fargo & Company | 6,270 | US$518K | 0.16% |
| Astera Labs, Inc. | 1,030 | US$498K | 0.15% |
| Conocophillips | 4,728 | US$492K | 0.15% |
| Northern Trust Corporation | 2,700 | US$469K | 0.14% |
| Toyota Motor Corp. | 2,702 | US$455K | 0.14% |
| Cme Group Inc. | 1,995 | US$441K | 0.14% |
| Mcdonald's Corporation | 1,581 | US$427K | 0.13% |
| Boston Scientific Corporation | 9,696 | US$414K | 0.13% |
| Canadian Pacific Kansas City Limited | 4,237 | US$367K | 0.11% |
| Workiva Inc. | 6,664 | US$323K | 0.10% |
| Carrier Global Corporation | 4,243 | US$311K | 0.10% |
| Navitas Semiconductor Corporation | 16,900 | US$303K | 0.09% |
| Mastercard Incorporated | 565 | US$290K | 0.09% |
| Workday, Inc. | 2,306 | US$282K | 0.09% |
| Lockheed Martin Corporation | 537 | US$274K | 0.08% |
Every holding of Legacy Bridge, LLC
Source
View original at SEC
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