Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| GE Vernova Inc.COM | COM | $13.3M | 4.1% |
| Sterling Infrastructure Inc.COM | COM | $12.3M | 3.8% |
| Nvidia CorporationCOM | COM | $11.8M | 3.6% |
| Caterpillar Inc.COM | COM | $8.18M | 2.5% |
| Broadcom Inc.COM | COM | $7.71M | 2.4% |
| Micron Technology Inc.COM | COM | $7.43M | 2.3% |
| Palantir Technologies Inc.CL A | CL A | $7.05M | 2.2% |
| Arista Networks Inc.COM SHS | COM SHS | $6.72M | 2.1% |
| Vertiv Holdings COCOM CL A | COM CL A | $6.72M | 2.1% |
| Celestica Inc.COM | COM | $6.45M | 2.0% |
| West Bancorporation Inc.CAP STK | CAP STK | $5.98M | 1.8% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $5.59M | 1.7% |
| Nebius Group N.V.SHS CLASS A | SHS CLASS A | $5.34M | 1.6% |
| Advanced Micro Devices Inc.COM | COM | $5.32M | 1.6% |
| Eli Lilly & COCOM | COM | $4.77M | 1.5% |
| Amazon Com Inc.COM | COM | $4.53M | 1.4% |
| Walmart Inc.COM | COM | $4.39M | 1.4% |
| Eaton Corp. PLCSHS | SHS | $4.34M | 1.3% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $4.23M | 1.3% |
| Credo Technology Group HoldiORDINARY SHARES | ORDINARY SHARES | $4.09M | 1.3% |
| Palo Alto Networks Inc.COM | COM | $3.83M | 1.2% |
| Western Digital Corp.COM | COM | $3.79M | 1.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $3.78M | 1.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $3.78M | 1.2% |
| Johnson Controls InternationSHS | SHS | $3.42M | 1.1% |
| Microsoft Corp.COM | COM | $3.4M | 1.1% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $3.29M | 1.0% |
| JPMORGAN Chase & COCOM | COM | $3.18M | 1.0% |
| Parker-hannifin Corp.COM | COM | $3.14M | 1.0% |
| Hewlett Packard Enterprise CCOM | COM | $3.13M | 1.0% |
| iShares TRRUS 2000 GRW ETF | RUS 2000 GRW ETF | $3.06M | 0.9% |
| Teradyne Inc.COM | COM | $3.05M | 0.9% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $2.85M | 0.9% |
| Seagate Technology Hldngs PLORD SHS | ORD SHS | $2.85M | 0.9% |
| Quanta Svcs Inc.COM | COM | $2.8M | 0.9% |
| Bank OF NY Mellon Corp.COM | COM | $2.73M | 0.8% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $2.73M | 0.8% |
| Apple Inc.COM | COM | $2.71M | 0.8% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $2.58M | 0.8% |
| Costco Wholesale CorporationCOM | COM | $2.57M | 0.8% |
| Deere & COCOM | COM | $2.57M | 0.8% |
| Valero Energy Corp.COM | COM | $2.42M | 0.7% |
| Williams Sonoma Inc.COM | COM | $2.39M | 0.7% |
| Principal Exchange Traded FDSPECTRUM PFD | SPECTRUM PFD | $2.34M | 0.7% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $2.18M | 0.7% |
| Oklo Inc.COM CL A | COM CL A | $2.13M | 0.7% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $2.09M | 0.6% |
| iShares TRRUS MID CAP ETF | RUS MID CAP ETF | $2.08M | 0.6% |
| iShares TRRUS 2000 VAL ETF | RUS 2000 VAL ETF | $2.05M | 0.6% |
| Home Depot Inc.COM | COM | $2.02M | 0.6% |
GE Vernova Inc.COM$13.3M
- Class
- COM
- Share
- 4.1%
Sterling Infrastructure Inc.COM$12.3M
- Class
- COM
- Share
- 3.8%
Nvidia CorporationCOM$11.8M
- Class
- COM
- Share
- 3.6%
Caterpillar Inc.COM$8.18M
- Class
- COM
- Share
- 2.5%
Broadcom Inc.COM$7.71M
- Class
- COM
- Share
- 2.4%
Micron Technology Inc.COM$7.43M
- Class
- COM
- Share
- 2.3%
Palantir Technologies Inc.CL A$7.05M
- Class
- CL A
- Share
- 2.2%
Arista Networks Inc.COM SHS$6.72M
- Class
- COM SHS
- Share
- 2.1%
Vertiv Holdings COCOM CL A$6.72M
- Class
- COM CL A
- Share
- 2.1%
Celestica Inc.COM$6.45M
- Class
- COM
- Share
- 2.0%
West Bancorporation Inc.CAP STK$5.98M
- Class
- CAP STK
- Share
- 1.8%
Taiwan Semiconductor ManufacSPONSORED ADS$5.59M
- Class
- SPONSORED ADS
- Share
- 1.7%
Nebius Group N.V.SHS CLASS A$5.34M
- Class
- SHS CLASS A
- Share
- 1.6%
Advanced Micro Devices Inc.COM$5.32M
- Class
- COM
- Share
- 1.6%
Eli Lilly & COCOM$4.77M
- Class
- COM
- Share
- 1.5%
Amazon Com Inc.COM$4.53M
- Class
- COM
- Share
- 1.4%
Walmart Inc.COM$4.39M
- Class
- COM
- Share
- 1.4%
Eaton Corp. PLCSHS$4.34M
- Class
- SHS
- Share
- 1.3%
ASML Hldg NVN Y REGISTRY SHS$4.23M
- Class
- N Y REGISTRY SHS
- Share
- 1.3%
Credo Technology Group HoldiORDINARY SHARES$4.09M
- Class
- ORDINARY SHARES
- Share
- 1.3%
Palo Alto Networks Inc.COM$3.83M
- Class
- COM
- Share
- 1.2%
Western Digital Corp.COM$3.79M
- Class
- COM
- Share
- 1.2%
Berkshire Hathaway Inc. DelCL B NEW$3.78M
- Class
- CL B NEW
- Share
- 1.2%
Alphabet Inc.CAP STK CL C$3.78M
- Class
- CAP STK CL C
- Share
- 1.2%
Johnson Controls InternationSHS$3.42M
- Class
- SHS
- Share
- 1.1%
Microsoft Corp.COM$3.4M
- Class
- COM
- Share
- 1.1%
iShares TRCORE S&P500 ETF$3.29M
- Class
- CORE S&P500 ETF
- Share
- 1.0%
JPMORGAN Chase & COCOM$3.18M
- Class
- COM
- Share
- 1.0%
Parker-hannifin Corp.COM$3.14M
- Class
- COM
- Share
- 1.0%
Hewlett Packard Enterprise CCOM$3.13M
- Class
- COM
- Share
- 1.0%
iShares TRRUS 2000 GRW ETF$3.06M
- Class
- RUS 2000 GRW ETF
- Share
- 0.9%
Teradyne Inc.COM$3.05M
- Class
- COM
- Share
- 0.9%
iShares Inc.CORE MSCI EMKT$2.85M
- Class
- CORE MSCI EMKT
- Share
- 0.9%
Seagate Technology Hldngs PLORD SHS$2.85M
- Class
- ORD SHS
- Share
- 0.9%
Quanta Svcs Inc.COM$2.8M
- Class
- COM
- Share
- 0.9%
Bank OF NY Mellon Corp.COM$2.73M
- Class
- COM
- Share
- 0.8%
iShares TRRUSSELL 2000 ETF$2.73M
- Class
- RUSSELL 2000 ETF
- Share
- 0.8%
Apple Inc.COM$2.71M
- Class
- COM
- Share
- 0.8%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$2.58M
- Class
- VAN FTSE DEV MKT
- Share
- 0.8%
Costco Wholesale CorporationCOM$2.57M
- Class
- COM
- Share
- 0.8%
Deere & COCOM$2.57M
- Class
- COM
- Share
- 0.8%
Valero Energy Corp.COM$2.42M
- Class
- COM
- Share
- 0.7%
Williams Sonoma Inc.COM$2.39M
- Class
- COM
- Share
- 0.7%
Principal Exchange Traded FDSPECTRUM PFD$2.34M
- Class
- SPECTRUM PFD
- Share
- 0.7%
Vanguard Star FdsVG TL INTL STK F$2.18M
- Class
- VG TL INTL STK F
- Share
- 0.7%
Oklo Inc.COM CL A$2.13M
- Class
- COM CL A
- Share
- 0.7%
iShares TRCORE MSCI TOTAL$2.09M
- Class
- CORE MSCI TOTAL
- Share
- 0.6%
iShares TRRUS MID CAP ETF$2.08M
- Class
- RUS MID CAP ETF
- Share
- 0.6%
iShares TRRUS 2000 VAL ETF$2.05M
- Class
- RUS 2000 VAL ETF
- Share
- 0.6%
Home Depot Inc.COM$2.02M
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 322 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1689144
- File number
- 028-18977
- Options
- 0 call, 0 put
- In the 25 largest
- 47.8%
- Prior quarter
- $262M at 31 March 2026
- Positions opened
- 14
- Positions closed
- 12
Common questions
What are Legacy Bridge’s 13F holdings worth?
$324 million across 322 positions for the quarter ended 30 June 2026.
What is Legacy Bridge’s largest 13F holding?
GE VERNOVA INC (COM) was the largest position at $13.3 million, or 4.1% of reported 13F value, as of 30 June 2026.
How concentrated is Legacy Bridge’s 13F portfolio?
The ten largest positions accounted for 27.1% of reported value and the twenty-five largest for 47.8%, across 322 positions as of 30 June 2026.
Does Form 13F show everything Legacy Bridge manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Legacy Bridge file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.