Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Legacy Bridge, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Legacy Bridge, LLC (CIK 1689144) reported $262.2M across 319 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($11.4M, 4.34%), GEV ($10.2M, 3.88%), PLTR ($8.9M, 3.38%), STRL ($7.8M, 2.98%), AVGO ($7.0M, 2.66%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$11.4M4.34%65,235Added
2GEVGE VERNOVA INC$10.2M3.88%11,650Added
3PLTRPALANTIR TECHNOLOGIES INC$8.9M3.38%60,520Added
4STRLSTERLING INFRASTRUCTURE INC$7.8M2.98%19,217Added
5AVGOBROADCOM INC$7.0M2.66%22,542Added
6WTBAWEST BANCORPORATION INC$5.8M2.23%245,801Trimmed
7CATCATERPILLAR INC$5.4M2.07%7,669Added
8CLSCELESTICA INC$5.0M1.92%17,883Trimmed
9VRTVERTIV HOLDINGS CO$5.0M1.90%19,934Added
10ANETARISTA NETWORKS INC$4.8M1.84%39,387Added
11WMTWALMART INC$4.8M1.83%38,571Added
12TSMTAIWAN SEMICONDUCTOR MANUFAC$4.0M1.51%11,691Added
13AMZNAMAZON COM INC$3.9M1.50%18,906Added
14BRK/BBERKSHIRE HATHAWAY INC DEL$3.8M1.46%7,967Added
15LLYELI LILLY & CO$3.7M1.39%3,976Added
16ETNEATON CORP PLC$3.6M1.37%10,023Added
17MSFTMICROSOFT CORP$3.4M1.29%9,124Added
18GOOGALPHABET INC$3.1M1.17%10,650Added
19JCIJOHNSON CONTROLS INTERNATION$3.0M1.15%23,039Trimmed
20PHPARKER-HANNIFIN CORP$2.9M1.09%3,207Added
21JPMJPMORGAN CHASE & CO$2.9M1.09%9,712Added
22IVVISHARES TR$2.9M1.09%4,393Added
23ASMLASML HLDG NV$2.8M1.06%2,111Added
24COSTCOSTCO WHOLESALE CORPORATION$2.7M1.04%2,725Added
25AAPLAPPLE INC$2.4M0.91%9,354Added

Source: SEC Form 13F filings · as of 2026-03-31