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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Legacy Bridge, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Swiss Re Ltd | 41 / 80 | $1.0B |
| Blackhill Capital Inc | 10 / 80 | $2.2B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $389.9M |
| Outlook Capital Management, LLC | 12 / 80 | $260.2M |
| Emerald Advisors, LLC | 28 / 80 | $656.9M |
| Hoey Investments, Inc | 47 / 80 | $638.4M |
| Carroll Investors, Inc | 18 / 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ge Vernova Inc COM | $13.3M | 11.3K | 4.1% | ▼−3.1% Reduced · −361 sh | |
| 2 | Sterling Infrastructure Inc COM | $12.3M | 14.7K | 3.8% | ▼−24% Reduced · −5K sh | |
| 3 | Nvidia Corporation COM | $11.8M | 59.0K | 3.6% | ▼−9.6% Reduced · −6K sh | |
| 4 | Caterpillar Inc COM | $8.2M | 7.7K | 2.5% | ▲+0.1% Added · +10 sh | |
| 5 | Broadcom Inc COM | $7.7M | 20.4K | 2.4% | ▼−9.4% Reduced · −2K sh | |
| 6 | Micron Technology Inc COM | $7.4M | 6.4K | 2.3% | ▼−1.7% Reduced · −109 sh | |
| 7 | Palantir Technologies Inc CL A | $7.1M | 60.4K | 2.2% | ▼−0.1% Reduced · −85 sh | |
| 8 | Arista Networks Inc COM SHS | $6.7M | 39.6K | 2.1% | ▲+0.5% Added · +185 sh | |
| 9 | Vertiv Holdings Co COM CL A | $6.7M | 20.1K | 2.1% | ▲+0.7% Added · +132 sh | |
| 10 | Celestica Inc COM | $6.4M | 17.7K | 2.0% | ▼−1.1% Reduced · −207 sh | |
| 11 | West Bancorporation Inc CAP STK | $6.0M | 225.6K | 1.8% | ▼−8.2% Reduced · −20K sh | |
| 12 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.6M | 11.7K | 1.7% | ▲+0.1% Added · +6 sh | |
| 13 | Nebius Group N.V. SHS CLASS A | $5.3M | 19.3K | 1.6% | ▲+2.8% Added · +520 sh | |
| 14 | Advanced Micro Devices Inc COM | $5.3M | 9.2K | 1.6% | ▲+2.0% Added · +182 sh | |
| 15 | Eli Lilly & Co COM | $4.8M | 4.0K | 1.5% | ▲+0.1% Added · +2 sh | |
| 16 | Amazon Com Inc COM | $4.5M | 19.0K | 1.4% | ▲+0.5% Added · +86 sh | |
| 17 | Walmart Inc COM | $4.4M | 38.7K | 1.4% | ▲+0.4% Added · +160 sh | |
| 18 | Eaton Corp PLC SHS | $4.3M | 10.2K | 1.3% | ▲+1.6% Added · +156 sh | |
| 19 | ASML Hldg NV N Y REGISTRY SHS | $4.2M | 2.1K | 1.3% | ▲+0.7% Added · +15 sh | |
| 20 | Credo Technology Group Holdi ORDINARY SHARES | $4.1M | 15.0K | 1.3% | ▲+0.6% Added · +95 sh | |
| 21 | Palo Alto Networks Inc COM | $3.8M | 11.2K | 1.2% | —Held | |
| 22 | Western Digital Corp COM | $3.8M | 5.9K | 1.2% | ▲+2.3% Added · +136 sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $3.8M | 7.6K | 1.2% | ▼−5.1% Reduced · −410 sh | |
| 24 | Alphabet Inc CAP STK CL C | $3.8M | 10.7K | 1.2% | ▲+0.4% Added · +45 sh | |
| 25 | Johnson Controls Internation SHS | $3.4M | 23.4K | 1.1% | ▲+1.5% Added · +340 sh | |
| 26 | Microsoft Corp COM | $3.4M | 9.1K | 1.1% | ▼−0.1% Reduced · −7 sh | |
| 27 | Ishares TR CORE S&P500 ETF | $3.3M | 4.4K | 1.0% | —Held | |
| 28 | JPMorgan Chase & Co COM | $3.2M | 9.7K | 1.0% | —Held | |
| 29 | Parker-Hannifin Corp COM | $3.1M | 3.2K | 1.0% | —Held | |
| 30 | Hewlett Packard Enterprise C COM | $3.1M | 69.4K | 1.0% | ▲+2.3% Added · +2K sh | |
| 31 | Ishares TR RUS 2000 GRW ETF | $3.1M | 7.8K | 0.9% | ▲+3.4% Added · +252 sh | |
| 32 | Teradyne Inc COM | $3.0M | 6.3K | 0.9% | ▲New New position | |
| 33 | Ishares Inc CORE MSCI EMKT | $2.9M | 34.4K | 0.9% | ▲+1.3% Added · +445 sh | |
| 34 | Seagate Technology HLDNGS PL ORD SHS | $2.8M | 3.0K | 0.9% | ▲New New position | |
| 35 | Quanta Svcs Inc COM | $2.8M | 3.9K | 0.9% | ▲+6.2% Added · +229 sh | |
| 36 | Bank Of NY Mellon Corp COM | $2.7M | 18.9K | 0.8% | ▲+0.3% Added · +57 sh | |
| 37 | Ishares TR RUSSELL 2000 ETF | $2.7M | 9.1K | 0.8% | —Held | |
| 38 | Apple Inc COM | $2.7M | 9.4K | 0.8% | —Held | |
| 39 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.6M | 36.2K | 0.8% | ▲+1.1% Added · +399 sh | |
| 40 | Costco Wholesale Corporation COM | $2.6M | 2.8K | 0.8% | ▲+0.9% Added · +26 sh | |
| 41 | Deere & Co COM | $2.6M | 4.0K | 0.8% | ▼−0.5% Reduced · −20 sh | |
| 42 | Valero Energy Corp COM | $2.4M | 9.3K | 0.7% | —Held | |
| 43 | Williams Sonoma Inc COM | $2.4M | 10.3K | 0.7% | —Held | |
| 44 | Principal Exchange Traded FD SPECTRUM PFD | $2.3M | 122.8K | 0.7% | ▼−0.6% Reduced · −715 sh | |
| 45 | Vanguard Star FDS VG TL INTL STK F | $2.2M | 25.5K | 0.7% | ▲+0.6% Added · +150 sh | |
| 46 | Oklo Inc COM CL A | $2.1M | 40.7K | 0.7% | ▲+0.4% Added · +160 sh | |
| 47 | Ishares TR CORE MSCI TOTAL | $2.1M | 21.9K | 0.6% | —Held | |
| 48 | Ishares TR RUS MID CAP ETF | $2.1M | 18.9K | 0.6% | —Held | |
| 49 | Ishares TR RUS 2000 VAL ETF | $2.1M | 9.3K | 0.6% | ▼−0.5% Reduced · −50 sh | |
| 50 | Home Depot Inc COM | $2.0M | 5.7K | 0.6% | ▲+0.2% Added · +12 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1689144/holdings"
Use Arkolith to show Legacy Bridge, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.