Filed: 1/23/2026ACC: 0001689144-26-000001
📋 What this filing means
LEGACY BRIDGE, LLC filed this quarterly 13F‑HR report disclosing 464 equity positions with a total reported market value of $246.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
464
Positions
$246.39M
Total AUM (reported)
2.18M
Total Shares
Allocation by class
COM$137.58M55.8%
CL A$17.37M7.1%
COM CL A$6.60M2.7%
COM SHS$6.13M2.5%
SHS$5.84M2.4%
CAP STK$5.65M2.3%
COM NEW$4.87M2.0%
Portfolio Concentration
Top 3$29.99M12.2%
4–10$37.76M15.3%
11–25$47.98M19.5%
Rest$130.66M53.0%
Top 3 weight
12.2%
Top 10 weight
27.5%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Sole
Full voting authority
2.12M
shares
% of voting shares97.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
62.77K
shares
% of voting shares2.9%
Investment Discretion (by position count)
Sole464
Shared0
Other0
Dominant voting typeSole · 97.1% of voting shares
Institutional Holdings464
Rows:
NVIDIA CORPORATION
SOLEShares64.46K
TypeSH
Market value$12.02M
4.88%
Sole
62.87K
Shared
0.00
None
1.59K
PALANTIR TECHNOLOGIES INC
SOLEShares58.81K
TypeSH
Market value$10.45M
4.24%
Sole
56.05K
Shared
0.00
None
2.76K
GE VERNOVA INC
SOLEShares11.49K
TypeSH
Market value$7.51M
3.05%
Sole
11.31K
Shared
0.00
None
181.00
BROADCOM INC
SOLEShares21.68K
TypeSH
Market value$7.50M
3.05%
Sole
21.05K
Shared
0.00
None
637.00
STERLING INFRASTRUCTURE INC
SOLEShares18.44K
TypeSH
Market value$5.65M
2.29%
Sole
17.48K
Shared
0.00
None
962.00
WEST BANCORPORATION INC
SOLEShares254.40K
TypeSH
Market value$5.65M
2.29%
Sole
254.40K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares18.49K
TypeSH
Market value$5.46M
2.22%
Sole
18.27K
Shared
0.00
None
220.00
ARISTA NETWORKS INC
SOLEShares38.39K
TypeSH
Market value$5.03M
2.04%
Sole
37.83K
Shared
0.00
None
560.00
MICROSOFT CORP
SOLEShares8.79K
TypeSH
Market value$4.25M
1.73%
Sole
8.52K
Shared
0.00
None
268.00
CATERPILLAR INC
SOLEShares7.37K
TypeSH
Market value$4.22M
1.71%
Sole
7.23K
Shared
0.00
None
137.00
AMAZON COM INC
SOLEShares18.23K
TypeSH
Market value$4.21M
1.71%
Sole
17.70K
Shared
0.00
None
528.00
ELI LILLY & CO
SOLEShares3.86K
TypeSH
Market value$4.15M
1.68%
Sole
3.75K
Shared
0.00
None
109.00
WALMART INC
SOLEShares36.99K
TypeSH
Market value$4.12M
1.67%
Sole
34.96K
Shared
0.00
None
2.02K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.90K
TypeSH
Market value$3.97M
1.61%
Sole
7.76K
Shared
0.00
None
145.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.20K
TypeSH
Market value$3.40M
1.38%
Sole
10.93K
Shared
0.00
None
272.00
ALPHABET INC
SOLEShares10.08K
TypeSH
Market value$3.16M
1.28%
Sole
9.57K
Shared
0.00
None
516.00
JPMORGAN CHASE & CO.
SOLEShares9.66K
TypeSH
Market value$3.11M
1.26%
Sole
9.09K
Shared
0.00
None
571.00
VERTIV HOLDINGS CO
SOLEShares19.05K
TypeSH
Market value$3.09M
1.25%
Sole
18.18K
Shared
0.00
None
873.00
EATON CORP PLC
SOLEShares9.53K
TypeSH
Market value$3.03M
1.23%
Sole
9.48K
Shared
0.00
None
50.00
JOHNSON CTLS INTL PLC
SOLEShares23.16K
TypeSH
Market value$2.77M
1.13%
Sole
22.78K
Shared
0.00
None
375.00
PARKER-HANNIFIN CORP
SOLEShares3.15K
TypeSH
Market value$2.77M
1.12%
Sole
3.10K
Shared
0.00
None
43.00
OKLO INC
SOLEShares38.13K
TypeSH
Market value$2.74M
1.11%
Sole
37.43K
Shared
0.00
None
705.00
CENTRUS ENERGY CORP
SOLEShares10.46K
TypeSH
Market value$2.54M
1.03%
Sole
10.20K
Shared
0.00
None
257.00
APPLE INC
SOLEShares9.25K
TypeSH
Market value$2.52M
1.02%
Sole
9.16K
Shared
0.00
None
92.00
PRINCIPAL EXCHANGE TRADED FD
SOLEShares125.61K
TypeSH
Market value$2.40M
0.97%
Sole
123.92K
Shared
0.00
None
1.69K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 64.46K | SH | $12.02M 4.88% | 62.87K | 0.00 | 1.59K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 58.81K | SH | $10.45M 4.24% | 56.05K | 0.00 | 2.76K |
GE VERNOVA INCSOLE | COM | 11.49K | SH | $7.51M 3.05% | 11.31K | 0.00 | 181.00 |
BROADCOM INCSOLE | COM | 21.68K | SH | $7.50M 3.05% | 21.05K | 0.00 | 637.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 18.44K | SH | $5.65M 2.29% | 17.48K | 0.00 | 962.00 |
WEST BANCORPORATION INCSOLE | CAP STK | 254.40K | SH | $5.65M 2.29% | 254.40K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 18.49K | SH | $5.46M 2.22% | 18.27K | 0.00 | 220.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 38.39K | SH | $5.03M 2.04% | 37.83K | 0.00 | 560.00 |
MICROSOFT CORPSOLE | COM | 8.79K | SH | $4.25M 1.73% | 8.52K | 0.00 | 268.00 |
CATERPILLAR INCSOLE | COM | 7.37K | SH | $4.22M 1.71% | 7.23K | 0.00 | 137.00 |
AMAZON COM INCSOLE | COM | 18.23K | SH | $4.21M 1.71% | 17.70K | 0.00 | 528.00 |
ELI LILLY & COSOLE | COM | 3.86K | SH | $4.15M 1.68% | 3.75K | 0.00 | 109.00 |
WALMART INCSOLE | COM | 36.99K | SH | $4.12M 1.67% | 34.96K | 0.00 | 2.02K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.90K | SH | $3.97M 1.61% | 7.76K | 0.00 | 145.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.20K | SH | $3.40M 1.38% | 10.93K | 0.00 | 272.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.08K | SH | $3.16M 1.28% | 9.57K | 0.00 | 516.00 |
JPMORGAN CHASE & CO.SOLE | COM | 9.66K | SH | $3.11M 1.26% | 9.09K | 0.00 | 571.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 19.05K | SH | $3.09M 1.25% | 18.18K | 0.00 | 873.00 |
EATON CORP PLCSOLE | SHS | 9.53K | SH | $3.03M 1.23% | 9.48K | 0.00 | 50.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 23.16K | SH | $2.77M 1.13% | 22.78K | 0.00 | 375.00 |
PARKER-HANNIFIN CORPSOLE | COM | 3.15K | SH | $2.77M 1.12% | 3.10K | 0.00 | 43.00 |
OKLO INCSOLE | COM CL A | 38.13K | SH | $2.74M 1.11% | 37.43K | 0.00 | 705.00 |
CENTRUS ENERGY CORPSOLE | CL A | 10.46K | SH | $2.54M 1.03% | 10.20K | 0.00 | 257.00 |
APPLE INCSOLE | COM | 9.25K | SH | $2.52M 1.02% | 9.16K | 0.00 | 92.00 |
PRINCIPAL EXCHANGE TRADED FDSOLE | SPECTRUM PFD | 125.61K | SH | $2.40M 0.97% | 123.92K | 0.00 | 1.69K |
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