Portfolio (Quarterly)
Guide ↗
Legacy Bridge, LLC
· CIK 0001689144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 2,800.0 | $14K | 0.01% | +2K | +115.4% | $4.96 | -21.8% |
| 82 | PSTG | EVERPURE INC | — | 235.0 | $14K | 0.01% | +10.0 | +4.4% | $59.04 | — |
| 83 | CIFR | CIPHER DIGITAL INC | Financial Services | 1,020.0 | $13K | 0.01% | +20.0 | +2.0% | $12.87 | +37.8% |
| 84 | EZU | ISHARES INC | — | 200.0 | $13K | 0.01% | +53.0 | +36.0% | $62.64 | +12.5% |
| 85 | IGV | ISHARES TR | — | 8.0 | $641.0 | — | +4.0 | +100.0% | $80.12 | +30.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.8%
Industrials
17.9%
Financial Services
11.6%
Consumer Cyclical
7.3%
Utilities
7.1%
Healthcare
6.0%
Energy
6.0%
Consumer Defensive
4.8%
Real Estate
2.1%
Communication Services
1.9%