Arkolith/Funds/Legacy Bridge, LLC

Legacy Bridge, LLC

CIK 1689144
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Legacy Bridge, LLC holds a diversified book of 322 stocks worth $323.8M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Teradyne Inc and trimmed Ge Vernova Inc. Their largest long position is Ge Vernova Inc at 4% of the equity book.

Opened
14
bought for the first time
Added to
67
already held, bought more
Trimmed
55
sold some, still holds it
Sold out
12
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
27%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

84% mapped to company sectors

Information Technology
41%
ETF / fund or unclassified
16%
Industrials
14%
Financials
9%
Consumer Discretionary
7%
Health Care
3%
Materials
2%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Legacy Bridge, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.5B
Swiss Re Ltd41 / 80$1.0B
Blackhill Capital Inc10 / 80$2.2B
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$389.9M
Outlook Capital Management, LLC12 / 80$260.2M
Emerald Advisors, LLC28 / 80$656.9M
Hoey Investments, Inc47 / 80$638.4M
Carroll Investors, Inc18 / 80$185.9M

Ranked by the share of each fund's own book sitting in the names it shares with Legacy Bridge, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

322 positions
#SecurityValueShares% PortLast moveHistory
1Ge Vernova Inc
COM
$13.3M11.3K
4.1%
−3.1%
Reduced · −361 sh
2Sterling Infrastructure Inc
COM
$12.3M14.7K
3.8%
−24%
Reduced · −5K sh
3Nvidia Corporation
COM
$11.8M59.0K
3.6%
−9.6%
Reduced · −6K sh
4Caterpillar Inc
COM
$8.2M7.7K
2.5%
+0.1%
Added · +10 sh
5Broadcom Inc
COM
$7.7M20.4K
2.4%
−9.4%
Reduced · −2K sh
6Micron Technology Inc
COM
$7.4M6.4K
2.3%
−1.7%
Reduced · −109 sh
7Palantir Technologies Inc
CL A
$7.1M60.4K
2.2%
−0.1%
Reduced · −85 sh
8Arista Networks Inc
COM SHS
$6.7M39.6K
2.1%
+0.5%
Added · +185 sh
9Vertiv Holdings Co
COM CL A
$6.7M20.1K
2.1%
+0.7%
Added · +132 sh
10Celestica Inc
COM
$6.4M17.7K
2.0%
−1.1%
Reduced · −207 sh
11West Bancorporation Inc
CAP STK
$6.0M225.6K
1.8%
−8.2%
Reduced · −20K sh
12Taiwan Semiconductor Manufac
SPONSORED ADS
$5.6M11.7K
1.7%
+0.1%
Added · +6 sh
13Nebius Group N.V.
SHS CLASS A
$5.3M19.3K
1.6%
+2.8%
Added · +520 sh
14Advanced Micro Devices Inc
COM
$5.3M9.2K
1.6%
+2.0%
Added · +182 sh
15Eli Lilly & Co
COM
$4.8M4.0K
1.5%
+0.1%
Added · +2 sh
16Amazon Com Inc
COM
$4.5M19.0K
1.4%
+0.5%
Added · +86 sh
17Walmart Inc
COM
$4.4M38.7K
1.4%
+0.4%
Added · +160 sh
18Eaton Corp PLC
SHS
$4.3M10.2K
1.3%
+1.6%
Added · +156 sh
19ASML Hldg NV
N Y REGISTRY SHS
$4.2M2.1K
1.3%
+0.7%
Added · +15 sh
20Credo Technology Group Holdi
ORDINARY SHARES
$4.1M15.0K
1.3%
+0.6%
Added · +95 sh
21Palo Alto Networks Inc
COM
$3.8M11.2K
1.2%
Held
22Western Digital Corp
COM
$3.8M5.9K
1.2%
+2.3%
Added · +136 sh
23Berkshire Hathaway Inc Del
CL B NEW
$3.8M7.6K
1.2%
−5.1%
Reduced · −410 sh
24Alphabet Inc
CAP STK CL C
$3.8M10.7K
1.2%
+0.4%
Added · +45 sh
25Johnson Controls Internation
SHS
$3.4M23.4K
1.1%
+1.5%
Added · +340 sh
26Microsoft Corp
COM
$3.4M9.1K
1.1%
−0.1%
Reduced · −7 sh
27Ishares TR
CORE S&P500 ETF
$3.3M4.4K
1.0%
Held
28JPMorgan Chase & Co
COM
$3.2M9.7K
1.0%
Held
29Parker-Hannifin Corp
COM
$3.1M3.2K
1.0%
Held
30Hewlett Packard Enterprise C
COM
$3.1M69.4K
1.0%
+2.3%
Added · +2K sh
31Ishares TR
RUS 2000 GRW ETF
$3.1M7.8K
0.9%
+3.4%
Added · +252 sh
32Teradyne Inc
COM
$3.0M6.3K
0.9%
New
New position
33Ishares Inc
CORE MSCI EMKT
$2.9M34.4K
0.9%
+1.3%
Added · +445 sh
34Seagate Technology HLDNGS PL
ORD SHS
$2.8M3.0K
0.9%
New
New position
35Quanta Svcs Inc
COM
$2.8M3.9K
0.9%
+6.2%
Added · +229 sh
36Bank Of NY Mellon Corp
COM
$2.7M18.9K
0.8%
+0.3%
Added · +57 sh
37Ishares TR
RUSSELL 2000 ETF
$2.7M9.1K
0.8%
Held
38Apple Inc
COM
$2.7M9.4K
0.8%
Held
39Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.6M36.2K
0.8%
+1.1%
Added · +399 sh
40Costco Wholesale Corporation
COM
$2.6M2.8K
0.8%
+0.9%
Added · +26 sh
41Deere & Co
COM
$2.6M4.0K
0.8%
−0.5%
Reduced · −20 sh
42Valero Energy Corp
COM
$2.4M9.3K
0.7%
Held
43Williams Sonoma Inc
COM
$2.4M10.3K
0.7%
Held
44Principal Exchange Traded FD
SPECTRUM PFD
$2.3M122.8K
0.7%
−0.6%
Reduced · −715 sh
45Vanguard Star FDS
VG TL INTL STK F
$2.2M25.5K
0.7%
+0.6%
Added · +150 sh
46Oklo Inc
COM CL A
$2.1M40.7K
0.7%
+0.4%
Added · +160 sh
47Ishares TR
CORE MSCI TOTAL
$2.1M21.9K
0.6%
Held
48Ishares TR
RUS MID CAP ETF
$2.1M18.9K
0.6%
Held
49Ishares TR
RUS 2000 VAL ETF
$2.1M9.3K
0.6%
−0.5%
Reduced · −50 sh
50Home Depot Inc
COM
$2.0M5.7K
0.6%
+0.2%
Added · +12 sh
Showing 50 of 322 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026322$323.8M13F-HR
Q1 2026Mar 31, 2026May 14, 2026320$262.2M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026464$246.4M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025312$240.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.