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Portfolio (Quarterly) Guide ↗

Legacy Bridge, LLC

· CIK 0001689144
13F Portfolio $246M AUM 464 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 464 New
Page 15 of 24  ·  464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SCHE SCHWAB STRATEGIC TR 440.0 $14K 0.01% NEW $32.75 +11.5%
282 D DOMINION ENERGY INC Utilities 245.0 $14K 0.01% NEW $58.59 +14.4%
283 GILD GILEAD SCIENCES INC Healthcare 116.0 $14K 0.01% NEW $122.74 +9.2%
284 BKR BAKER HUGHES COMPANY Energy 299.0 $14K 0.01% NEW $45.54 +39.3%
285 WSO WATSCO INC Industrials 40.0 $13K 0.01% NEW $336.95 +13.5%
286 VEEV VEEVA SYS INC Healthcare 60.0 $13K 0.01% NEW $223.23 -28.6%
287 MCK MCKESSON CORP Healthcare 16.0 $13K 0.01% NEW $820.31 -7.7%
288 NEM NEWMONT CORP Basic Materials 129.0 $13K 0.01% NEW $99.85 +7.9%
289 HCA HCA HEALTHCARE INC Healthcare 27.0 $13K 0.01% NEW $466.89 -15.3%
290 USRT ISHARES TR 218.0 $12K 0.01% NEW $56.96 +15.7%
291 EA ELECTRONIC ARTS INC Communication Services 60.0 $12K 0.01% NEW $204.33 -1.5%
292 XPO XPO INC Industrials 90.0 $12K 0.01% NEW $135.91 +57.6%
293 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 154.0 $12K 0.01% NEW $76.68 +16.6%
294 AMGN AMGEN INC Healthcare 36.0 $12K 0.01% NEW $327.33 +3.7%
295 ROST ROSS STORES INC Consumer Cyclical 65.0 $12K 0.01% NEW $180.15 +30.6%
296 SPG SIMON PPTY GROUP INC NEW Real Estate 63.0 $12K 0.01% NEW $185.11 +12.4%
297 ALL ALLSTATE CORP Financial Services 56.0 $12K 0.01% NEW $208.16 +1.1%
298 GM GENERAL MTRS CO Consumer Cyclical 143.0 $12K 0.01% NEW $81.32 +3.6%
299 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 40.0 $11K 0.01% NEW $287.25 +16.7%
300 SCHW SCHWAB CHARLES CORP Financial Services 115.0 $11K 0.01% NEW $99.91 -13.8%
Page 15 of 24  ·  464 positions

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 35.3%
Industrials 15.3%
Financial Services 11.9%
Consumer Cyclical 7.5%
Healthcare 7.4%
Utilities 6.3%
Energy 5.1%
Consumer Defensive 4.4%
Communication Services 3.6%
Real Estate 1.9%