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Portfolio (Quarterly) Guide ↗

Legacy Bridge, LLC

· CIK 0001689144
13F Portfolio $262M AUM 320 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 85 Added 51 Reduced 162 Exited
Page 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 SPGI S&P GLOBAL INC Financial Services 6 $3K 0.00% SOLD
102 REGN REGENERON PHARMACEUTICALS Healthcare 4 $3K 0.00% SOLD
103 USB US BANCORP DEL Financial Services 57 $3K 0.00% SOLD
104 WRB BERKLEY W R CORP Financial Services 43 $3K 0.00% SOLD
105 INGERSOLL RAND INC 38 $3K 0.00% SOLD
106 KIM KIMCO RLTY CORP Real Estate 147 $3K 0.00% SOLD
107 NKE NIKE INC Consumer Cyclical 46 $3K 0.00% SOLD
108 STE STERIS PLC Healthcare 11 $3K 0.00% SOLD
109 CHRW C H ROBINSON WORLDWIDE INC Industrials 17 $3K 0.00% SOLD
110 SWKS SKYWORKS SOLUTIONS INC Technology 43 $3K 0.00% SOLD
111 STT STATE STR CORP Financial Services 21 $3K 0.00% SOLD
112 VTRS VIATRIS INC Healthcare 217 $3K 0.00% SOLD
113 ROP ROPER TECHNOLOGIES INC Industrials 6 $3K 0.00% SOLD
114 LNC LINCOLN NATL CORP IND Financial Services 55 $2K 0.00% SOLD
115 AMCOR PLC 278 $2K 0.00% SOLD
116 L LOEWS CORP Financial Services 22 $2K 0.00% SOLD
117 MSCI MSCI INC Financial Services 4 $2K 0.00% SOLD
118 MCHP MICROCHIP TECHNOLOGY INC. Technology 36 $2K 0.00% SOLD
119 INCY INCYTE CORP Healthcare 23 $2K 0.00% SOLD
120 PNR PENTAIR PLC Industrials 21 $2K 0.00% SOLD
Page 6 of 9  ·  162 positions
Sector Allocation
Technology 33.3%
Industrials 17.6%
Financial Services 11.5%
Consumer Cyclical 7.2%
Utilities 7.0%
Healthcare 5.9%
Energy 5.9%
Consumer Defensive 4.7%
Communication Services 3.3%
Real Estate 2.1%