Legacy Bridge, LLC

CIK 0001689144 · Q2 2026

13F Equity AUM

$323.8M

+23.5% QoQ

Positions

322

+2 QoQ

AUM Rank

#4,820

Top 55%

Skill Alpha (FF)

+0.7%/yr^ns

No Clear Edge

Rank #2,098 · Top 25%

vs S&P +1.7%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 16.5%Top 10: 27.1%Top 20: 42.1%

GEV4.1%

UAO3.8%

NVDA3.6%

CAT2.5%

AVGO2.4%

MU2.3%

PLTR2.2%

ANET2.1%

VRT2.1%

CLS2.0%

Others (312)72.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology31.8%

Financial Services24.3%

Industrials15.9%

Utilities5.6%

Consumer Cyclical4.8%

Healthcare3.9%

Communication Services3.9%

Energy3.5%

Other6.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 322Median: 0.06%Avg: 0.31%

0–0.5%

254(21.6%)

0.5–1%

41(28.5%)

1–3%

24(38.3%)

3–5%

3(11.6%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 322vs 20 funds

0%Low

322

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New14Increased67Decreased55Exited12

New Positions

TER0.9%

+6K

STX0.9%

+3K

POWL0.5%

+6K

BWXT0.4%

+6K

HYLN0.0%

+27K

ROUNDHILL ETF TRUST0.0%

+705

SWS0.0%

+2K

WBD0.0%

+241

SOFI0.0%

+600

FEDEX FGHT HLDG CO I…0.0%

+50

Increased

6RJ00.4%

+14K(+138400%)

VO0.1%

+3K(+300%)

IWF0.1%

+2K(+300%)

IAU*0.1%

+2K(+93%)

PFE0.2%

+2K(+5%)

VUG0.1%

+2K(+500%)

HPE1.0%

+2K(+2%)

IONQ0.3%

+1K(+11%)

VTWO0.4%

+1K(+11%)

VWO0.4%

+942(+4%)

Decreased

WTBA1.9%

-20,222(-8%)

NVDA3.6%

-6,241(-10%)

TSCO0.3%

-6,015(-18%)

UAO3.8%

-4,517(-24%)

BSX0.1%

-4,466(-32%)

GEHC0.2%

-2,923(-20%)

JEPI0.2%

-2,792(-19%)

EWW0.3%

-2,635(-16%)

MDLZ0.2%

-2,591(-22%)

AVGO2.4%

-2,124(-9%)

Exited

-17,672

-735

-300

-5

-123

-103

-75

-139

4I1

-218

-126

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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