SEC 13F Intelligence

Managers / Q1 2026

Legacy Bridge, LLC

CIK 0001689144 · 5810 GRAND AVE., WEST DES MOINES, IA, 50266 · 515-421-4870

Reported Value
$262M
Q1 2026
Positions
320
Filings on Record
31
2019–present window
Filed
May 14, 2026
original filing

Summary

Legacy Bridge, LLC reported $262M in U.S.-listed holdings across 320 positions for Q1 2026.

Its largest position, NVDA, represents 4.3% of the portfolio.

Compared with Q4 2025, the fund opened 18 new positions and exited 162.

Portfolio Metrics

Turnover
+6.6%
vs prior filed quarter
Top-10 Concentration
+27.2%
share of reported value
Largest Position
+4.3%
Nvidia Corporation
New / Exited
18 / 162
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $81MQ4 ’18Q1 ’19: $97MQ2 ’19: $104MQ3 ’19: $105MQ4 ’19: $120MQ4 ’19Q1 ’20: $79MQ2 ’20: $91MQ3 ’20: $110MQ4 ’20: $138MQ4 ’20Q1 ’21: $155MQ2 ’21: $177MQ3 ’21: $173MQ4 ’21: $192MQ4 ’21Q1 ’22: $171MQ2 ’22: $136MQ3 ’22: $125MQ4 ’22: $141MQ4 ’22Q1 ’23: $143MQ2 ’23: $150MQ3 ’23: $140MQ4 ’23: $154MQ4 ’23Q1 ’24: $171MQ2 ’24: $170MQ3 ’24: $186MQ4 ’24: $192MQ4 ’24Q1 ’25: $179MQ2 ’25: $211MQ3 ’25: $240MQ4 ’25: $246MQ4 ’25Q1 ’26: $262Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 72.7%ETP: 17.6%Other: 5.8%ADR: 2.3%REIT: 1.7%
  • Common Stock · 72.7% · $191M
  • ETP · 17.6% · $46M
  • Other · 5.8% · $15M
  • ADR · 2.3% · $6M
  • REIT · 1.7% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
WDCWESTERN DIGITAL CORPNEW+5.8K5.8K+$2M$2M
CREDO TECHNOLOGY GROUP HOLDINEW+14.9K14.9K+$1M$1M
ISHARES INCNEW+17.0K17.0K+$1M$1M
GLOBAL X FDSNEW+12.8K12.8K+$1M$1M
AB ACTIVE ETFS INCNEW+9.8K9.8K+$416,234$416,234
SNDKSANDISK CORPNEW+4040+$25,414$25,414
LITELUMENTUM HLDGS INCNEW+3030+$21,083$21,083
AAOIAPPLIED OPTOELECTRONICS INCNEW+150150+$12,689$12,689

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

46 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVDANVIDIA CORPORATIONhistory →COM4.34%$11M65.2K
2ISHARES TRCORE S&P500 ETF · RUS 2000 GRW ETF · RUSSELL 2000 ETF · CORE MSCI TOTAL · RUS MID CAP ETF4.27%$11M61.8K
3GEVGE VERNOVA INChistory →COM3.88%$10M11.7K
4PLTRPALANTIR TECHNOLOGIES INChistory →CL A3.38%$9M60.5K
5UAOSTERLING INFRASTRUCTURE INChistory →COM2.98%$8M19.2K
6AVGOBROADCOM INChistory →COM2.66%$7M22.5K
7WTBAWEST BANCORPORATION INChistory →CAP STK2.23%$6M245.8K
8CATCATERPILLAR INChistory →COM2.07%$5M7.7K
9CLSCELESTICA INChistory →COM1.92%$5M17.9K
10VRTVERTIV HOLDINGS COhistory →COM CL A1.90%$5M19.9K
11ANETARISTA NETWORKS INChistory →COM SHS1.84%$5M39.4K
12WMTWALMART INChistory →COM1.83%$5M38.6K
13TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS1.51%$4M11.7K
14AMZNAMAZON COM INChistory →COM1.50%$4M18.9K
15BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.46%$4M8.0K
16LLYELI LILLY & COhistory →COM1.39%$4M4.0K
17EATON CORP PLCSHS1.37%$4M10.0K
18MSFTMICROSOFT CORPhistory →COM1.29%$3M9.1K
19GOOGALPHABET INChistory →CAP STK CL C1.17%$3M10.7K
20JOHNSON CONTROLS INTERNATIONSHS1.15%$3M23.0K
21PHPARKER-HANNIFIN CORPhistory →COM1.09%$3M3.2K
22JPMJPMORGAN CHASE & COhistory →COM1.09%$3M9.7K
23ASML HLDG NVN Y REGISTRY SHS1.06%$3M2.1K
24COSTCOSTCO WHOLESALE CORPORATIONhistory →COM1.04%$3M2.7K
25AAPLAPPLE INCCOM0.91%$2M9.4K
26ISHARES INCCORE MSCI EMKT0.90%$2M34.0K
27EXMOCEXXON MOBIL CORPCOM0.90%$2M13.8K
28PRINCIPAL EXCHANGE TRADED FDSPECTRUM PFD0.89%$2M123.5K
29VLOVALERO ENERGY CORPCOM0.88%$2M9.3K
30VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.87%$2M35.8K
31DEDEERE & COCOM0.87%$2M4.1K
32BNYBANK NEW YORK MELLON CORPCOM0.85%$2M18.9K
33MUMICRON TECHNOLOGY INCCOM0.84%$2M6.5K
34PWRQUANTA SVCS INCCOM0.77%$2M3.7K
35OKLOOKLO INCCOM CL A0.77%$2M40.5K
36LEUCENTRUS ENERGY CORPCL A0.75%$2M11.4K
37VANGUARD STAR FDSVG TL INTL STK F0.75%$2M25.4K
38NEBIUS GROUP N.V.SHS CLASS A0.74%$2M18.8K
39ISRGINTUITIVE SURGICAL INCCOM NEW0.73%$2M4.2K
40LOWLOWES COS INCCOM0.72%$2M8.0K
41HDHOME DEPOT INCCOM0.72%$2M5.7K
42WSMWILLIAMS SONOMA INCCOM0.71%$2M10.3K
43FCXFREEPORT MCMORAN INCCL B0.70%$2M31.4K
44AMDADVANCED MICRO DEVICES INCCOM0.70%$2M9.0K
45CHVCHEVRON CORPORATIONCOM0.69%$2M8.8K
46PANWPALO ALTO NETWORKS INCCOM0.69%$2M11.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$262M320May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$246M464Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$240M312Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$211M303Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$179M319May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$192M298Jan 22, 202513F-HRchanges · EDGAR ↗
Q3 2024$186M294Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$170M286Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$171M317Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$154M292Jan 17, 202413F-HRchanges · EDGAR ↗
Q3 2023$140M288Oct 11, 202313F-HRchanges · EDGAR ↗
Q2 2023$150M292Jul 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$143M294Apr 24, 202313F-HRchanges · EDGAR ↗
Q4 2022$141M303Jan 11, 202313F-HRchanges · EDGAR ↗
Q3 2022$125M288Nov 2, 202213F-HRchanges · EDGAR ↗
Q2 2022$136M293Jul 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$171M306Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$192M311Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$173M302Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$177M290Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$155M292Apr 29, 202113F-HRchanges · EDGAR ↗
Q4 2020$138M292Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$110M287Oct 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$91M288Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$79M284May 1, 2020RESTATEMENTchanges · EDGAR ↗
Q4 2019$120M280Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$105M278Oct 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$104M299Jul 11, 201913F-HRchanges · EDGAR ↗
Q1 2019$97M306Apr 26, 201913F-HRchanges · EDGAR ↗
Q4 2018$81M220Jan 25, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.