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 9 of 9 · 162 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
161	PAYC	PAYCOM SOFTWARE INC	Technology	1	$160.0	—	SOLD
162	A	AGILENT TECHNOLOGIES INC	Healthcare	1	$137.0	—	SOLD

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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%