Filed: 5/14/2026ACC: 0001689144-26-000002
📋 What this filing means
LEGACY BRIDGE, LLC filed this quarterly 13F‑HR report disclosing 320 equity positions with a total reported market value of $262.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
320
Positions
$262.21M
Total AUM (reported)
2.27M
Total Shares
Allocation by class
COM$144.54M55.1%
CL A$14.65M5.6%
COM CL A$7.57M2.9%
SHS$6.61M2.5%
CAP STK$5.85M2.2%
COM SHS$5.61M2.1%
COM NEW$5.59M2.1%
Portfolio Concentration
Top 3$30.40M11.6%
4–10$40.95M15.6%
11–25$49.67M18.9%
Rest$141.19M53.8%
Top 3 weight
11.6%
Top 10 weight
27.2%
Voting Authority Distribution
Total shares with voting rights: 2.27M
Sole
Full voting authority
2.17M
shares
% of voting shares95.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
94.98K
shares
% of voting shares4.2%
Investment Discretion (by position count)
Sole320
Shared0
Other0
Dominant voting typeSole · 95.8% of voting shares
Institutional Holdings320
Rows:
NVIDIA CORPORATION
SOLEShares65.23K
TypeSH
Market value$11.38M
4.34%
Sole
63.23K
Shared
0.00
None
2.01K
GE VERNOVA INC
SOLEShares11.65K
TypeSH
Market value$10.17M
3.88%
Sole
11.40K
Shared
0.00
None
246.00
PALANTIR TECHNOLOGIES INC
SOLEShares60.52K
TypeSH
Market value$8.85M
3.38%
Sole
57.15K
Shared
0.00
None
3.37K
STERLING INFRASTRUCTURE INC
SOLEShares19.22K
TypeSH
Market value$7.83M
2.98%
Sole
18.09K
Shared
0.00
None
1.13K
BROADCOM INC
SOLEShares22.54K
TypeSH
Market value$6.98M
2.66%
Sole
21.82K
Shared
0.00
None
717.00
WEST BANCORPORATION INC
SOLEShares245.80K
TypeSH
Market value$5.85M
2.23%
Sole
245.80K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares7.67K
TypeSH
Market value$5.43M
2.07%
Sole
7.47K
Shared
0.00
None
196.00
CELESTICA INC
SOLEShares17.88K
TypeSH
Market value$5.04M
1.92%
Sole
17.65K
Shared
0.00
None
232.00
VERTIV HOLDINGS CO
SOLEShares19.93K
TypeSH
Market value$5.00M
1.90%
Sole
19.02K
Shared
0.00
None
913.00
ARISTA NETWORKS INC
SOLEShares39.39K
TypeSH
Market value$4.84M
1.84%
Sole
38.83K
Shared
0.00
None
560.00
WALMART INC
SOLEShares38.57K
TypeSH
Market value$4.79M
1.83%
Sole
36.25K
Shared
0.00
None
2.33K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares11.69K
TypeSH
Market value$3.95M
1.51%
Sole
11.41K
Shared
0.00
None
283.00
AMAZON COM INC
SOLEShares18.91K
TypeSH
Market value$3.94M
1.50%
Sole
18.36K
Shared
0.00
None
546.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.97K
TypeSH
Market value$3.82M
1.46%
Sole
7.82K
Shared
0.00
None
145.00
ELI LILLY & CO
SOLEShares3.98K
TypeSH
Market value$3.66M
1.39%
Sole
3.87K
Shared
0.00
None
110.00
EATON CORP PLC
SOLEShares10.02K
TypeSH
Market value$3.58M
1.37%
Sole
9.85K
Shared
0.00
None
175.00
MICROSOFT CORP
SOLEShares9.12K
TypeSH
Market value$3.38M
1.29%
Sole
8.78K
Shared
0.00
None
348.00
ALPHABET INC
SOLEShares10.65K
TypeSH
Market value$3.06M
1.17%
Sole
10.10K
Shared
0.00
None
548.00
JOHNSON CONTROLS INTERNATION
SOLEShares23.04K
TypeSH
Market value$3.02M
1.15%
Sole
21.90K
Shared
0.00
None
1.14K
PARKER-HANNIFIN CORP
SOLEShares3.21K
TypeSH
Market value$2.87M
1.09%
Sole
3.16K
Shared
0.00
None
43.00
ISHARES TR
SOLEShares4.39K
TypeSH
Market value$2.87M
1.09%
Sole
500.00
Shared
0.00
None
3.89K
JPMORGAN CHASE & CO
SOLEShares9.71K
TypeSH
Market value$2.86M
1.09%
Sole
9.14K
Shared
0.00
None
571.00
ASML HLDG NV
SOLEShares2.11K
TypeSH
Market value$2.79M
1.06%
Sole
2.08K
Shared
0.00
None
36.00
COSTCO WHOLESALE CORPORATION
SOLEShares2.73K
TypeSH
Market value$2.72M
1.04%
Sole
2.58K
Shared
0.00
None
148.00
APPLE INC
SOLEShares9.35K
TypeSH
Market value$2.37M
0.91%
Sole
9.26K
Shared
0.00
None
92.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 65.23K | SH | $11.38M 4.34% | 63.23K | 0.00 | 2.01K |
GE VERNOVA INCSOLE | COM | 11.65K | SH | $10.17M 3.88% | 11.40K | 0.00 | 246.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 60.52K | SH | $8.85M 3.38% | 57.15K | 0.00 | 3.37K |
STERLING INFRASTRUCTURE INCSOLE | COM | 19.22K | SH | $7.83M 2.98% | 18.09K | 0.00 | 1.13K |
BROADCOM INCSOLE | COM | 22.54K | SH | $6.98M 2.66% | 21.82K | 0.00 | 717.00 |
WEST BANCORPORATION INCSOLE | CAP STK | 245.80K | SH | $5.85M 2.23% | 245.80K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 7.67K | SH | $5.43M 2.07% | 7.47K | 0.00 | 196.00 |
CELESTICA INCSOLE | COM | 17.88K | SH | $5.04M 1.92% | 17.65K | 0.00 | 232.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 19.93K | SH | $5.00M 1.90% | 19.02K | 0.00 | 913.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 39.39K | SH | $4.84M 1.84% | 38.83K | 0.00 | 560.00 |
WALMART INCSOLE | COM | 38.57K | SH | $4.79M 1.83% | 36.25K | 0.00 | 2.33K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 11.69K | SH | $3.95M 1.51% | 11.41K | 0.00 | 283.00 |
AMAZON COM INCSOLE | COM | 18.91K | SH | $3.94M 1.50% | 18.36K | 0.00 | 546.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.97K | SH | $3.82M 1.46% | 7.82K | 0.00 | 145.00 |
ELI LILLY & COSOLE | COM | 3.98K | SH | $3.66M 1.39% | 3.87K | 0.00 | 110.00 |
EATON CORP PLCSOLE | SHS | 10.02K | SH | $3.58M 1.37% | 9.85K | 0.00 | 175.00 |
MICROSOFT CORPSOLE | COM | 9.12K | SH | $3.38M 1.29% | 8.78K | 0.00 | 348.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.65K | SH | $3.06M 1.17% | 10.10K | 0.00 | 548.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 23.04K | SH | $3.02M 1.15% | 21.90K | 0.00 | 1.14K |
PARKER-HANNIFIN CORPSOLE | COM | 3.21K | SH | $2.87M 1.09% | 3.16K | 0.00 | 43.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.39K | SH | $2.87M 1.09% | 500.00 | 0.00 | 3.89K |
JPMORGAN CHASE & COSOLE | COM | 9.71K | SH | $2.86M 1.09% | 9.14K | 0.00 | 571.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 2.11K | SH | $2.79M 1.06% | 2.08K | 0.00 | 36.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 2.73K | SH | $2.72M 1.04% | 2.58K | 0.00 | 148.00 |
APPLE INCSOLE | COM | 9.35K | SH | $2.37M 0.91% | 9.26K | 0.00 | 92.00 |
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