Legacy Bridge, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Legacy Bridge, LLC reported 322 stock positions worth $323.8 million. Its top holding was GE Vernova (GEV) at 4.1% of the portfolio, followed by Sterling Infrastructure (STRL, 3.8%) and Nvidia (NVDA, 3.6%). Compared with Q1 2026, it opened 13 new positions, sold out of 12, added to 63 and reduced 55. The biggest buy was Advanced Micro Devices (AMD, shares +2%) and the biggest sale Palantir Technologies Class A (PLTR, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001689144
- Portfolio Value
- $323.8M (Q2 2026)
- SEC Filing
- 0001689144-26-000003 ↗ filed Aug 13, 2026
Holdings Value
Holdings 322 stocks · $323.8M
| GEV GE Vernova Inc. | 4.10% | 11,289 | $13.3M | Reduce -3.1% |
| STRL Sterling Infrastructure Inc. | 3.81% | 14,700 | $12.3M | Reduce -23.5% |
| NVDA Nvidia Corp. | 3.65% | 58,994 | $11.8M | Reduce -9.6% |
| CAT Caterpillar Inc. | 2.53% | 7,679 | $8.2M | Add +0.1% |
| AVGO Broadcom Inc. | 2.38% | 20,418 | $7.7M | Reduce -9.4% |
| MU Micron Technology Inc. | 2.29% | 6,433 | $7.4M | Reduce -1.7% |
| PLTR Palantir Technologies Inc. Class A | 2.18% | 60,435 | $7.1M | Reduce -0.1% |
| ANET Arista Networks Inc. | 2.08% | 39,572 | $6.7M | Add +0.5% |
| VRT Vertiv Holdings Co. Class A | 2.08% | 20,066 | $6.7M | Add +0.7% |
| CLS Celestica Inc. | 1.99% | 17,676 | $6.4M | Reduce -1.2% |
| WTBA West Bancorporation | 1.85% | 225,579 | $6.0M | Reduce -8.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.73% | 11,697 | $5.6M | Add +0.1% |
| NBIS Nebius Group NV | 1.65% | 19,328 | $5.3M | Add +2.8% |
| AMD Advanced Micro Devices | 1.64% | 9,160 | $5.3M | Add +2.0% |
| LLY Eli Lilly & Co. | 1.47% | 3,978 | $4.8M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.40% | 18,992 | $4.5M | Add +0.5% |
| WMT Walmart Inc. | 1.35% | 38,731 | $4.4M | Add +0.4% |
| ETN Eaton Corp. PLC | 1.34% | 10,179 | $4.3M | Add +1.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.31% | 2,126 | $4.2M | Add +0.7% |
| CRDO Credo Technology Group Holdi | 1.26% | 15,030 | $4.1M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 1.18% | 11,236 | $3.8M | No change |
| WDC Western Digital Corp. | 1.17% | 5,926 | $3.8M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 7,557 | $3.8M | Reduce -5.2% |
| GOOG Alphabet Inc. Class C | 1.17% | 10,695 | $3.8M | Add +0.4% |
| JCI Johnson Controls Internation | 1.05% | 23,379 | $3.4M | Add +1.5% |
| MSFT Microsoft Corp. | 1.05% | 9,117 | $3.4M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 1.02% | 4,393 | $3.3M | No change |
| JPM JPMorgan Chase & Co. | 0.98% | 9,712 | $3.2M | No change |
| PH Parker Hannifin Corp. | 0.97% | 3,207 | $3.1M | No change |
| HPE Hewlett Packard Enterprise | 0.97% | 69,355 | $3.1M | Add +2.3% |
| IWO iShares Russell 2000 Growth | 0.94% | 7,755 | $3.1M | Add +3.4% |
| TER Teradyne Inc. | 0.94% | 6,300 | $3.0M | New |
| IEMG iShares Core MSCI Emerging | 0.88% | 34,421 | $2.9M | Add +1.3% |
| STX Seagate Technology Holdings | 0.88% | 2,952 | $2.8M | New |
| PWR Quanta Services Inc. | 0.87% | 3,895 | $2.8M | Add +6.3% |
| BNY Bank of New York Mellon Corp. | 0.84% | 18,908 | $2.7M | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.84% | 9,076 | $2.7M | No change |
| AAPL Apple Inc. | 0.84% | 9,354 | $2.7M | No change |
| VEA Vanguard Ftse Developed ETF | 0.80% | 36,195 | $2.6M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.79% | 2,751 | $2.6M | Add +0.9% |
| DE Deere & Co. | 0.79% | 4,046 | $2.6M | Reduce -0.5% |
| VLO Valero Energy Corp. | 0.75% | 9,302 | $2.4M | No change |
| WSM Williams-Sonoma Inc. | 0.74% | 10,271 | $2.4M | No change |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.72% | 122,830 | $2.3M | Reduce -0.6% |
| VXUS Vanguard Total Intl Stock | 0.67% | 25,534 | $2.2M | Add +0.6% |
| OKLO Oklo Inc. | 0.66% | 40,705 | $2.1M | Add +0.4% |
| IXUS iShares Core Intl Stock ETF | 0.65% | 21,933 | $2.1M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.64% | 18,854 | $2.1M | No change |
| IWN iShares Russell 2000 Value E | 0.63% | 9,285 | $2.1M | Reduce -0.5% |
| HD Home Depot Inc. | 0.62% | 5,717 | $2.0M | Add +0.2% |
| ESE Esco Technologies Inc. | 0.61% | 5,688 | $2.0M | No change |
| FCX Freeport-McMoran Inc. | 0.60% | 31,132 | $2.0M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.60% | 14,237 | $1.9M | Add +2.9% |
| AXON Axon Enterprise Inc. | 0.60% | 3,458 | $1.9M | Reduce -6.5% |
| LEU Centrus Energy Corp. Class A | 0.59% | 11,441 | $1.9M | Add +0.8% |
| NXPI NXP Semiconductors NV | 0.59% | 6,751 | $1.9M | No change |
| MS Morgan Stanley | 0.57% | 8,837 | $1.8M | No change |
| C Citigroup Inc. | 0.56% | 13,064 | $1.8M | Reduce -1.7% |
| IWS iShares Russell Mid-Cap Valu | 0.56% | 10,950 | $1.8M | No change |
| EQIX Equinix Inc. | 0.56% | 1,727 | $1.8M | No change |
| QCOM Qualcomm Inc. | 0.56% | 9,726 | $1.8M | No change |
| LOW Lowe's Cos Inc. | 0.55% | 8,020 | $1.8M | No change |
| SCHM Schwab US Mid Cap ETF | 0.54% | 47,816 | $1.8M | Reduce -0.1% |
| XBI SS SPDR S&P Biotech ETF | 0.53% | 10,933 | $1.7M | Reduce -2.5% |
| FITB Fifth Third Bancorp | 0.53% | 30,205 | $1.7M | Add +0.3% |
| DLR Digital Realty Trust Inc. | 0.52% | 9,399 | $1.7M | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.51% | 15,769 | $1.6M | Add +0.1% |
| POWL Powell Industries Inc. | 0.51% | 5,720 | $1.6M | New |
| NXT Nextpower Inc. | 0.50% | 13,490 | $1.6M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.49% | 4,014 | $1.6M | Reduce -3.4% |
| NFG National Fuel Gas Co. | 0.46% | 19,292 | $1.5M | Add +4.5% |
| NDAQ Nasdaq Inc. | 0.45% | 18,310 | $1.4M | Add +0.1% |
| CVX Chevron Corp. | 0.44% | 8,632 | $1.4M | Reduce -1.6% |
| BLK BlackRock Inc. | 0.44% | 1,481 | $1.4M | No change |
| RKLB Rocket Lab Corp. | 0.43% | 13,850 | $1.4M | Add +138400.0% |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 23,138 | $1.4M | Add +4.2% |
| META Meta Platforms Inc. Class A | 0.42% | 2,393 | $1.3M | No change |
| SNOW Snowflake Inc. | 0.41% | 5,167 | $1.3M | Add +1.2% |
| VST Vistra Corp. | 0.40% | 8,263 | $1.3M | Add +0.8% |
| NSIT Insight Enterprises Inc. | 0.39% | 10,415 | $1.3M | No change |
| VTWO Vanguard Russell 2000 ETF | 0.37% | 9,862 | $1.2M | Add +11.3% |
| BWXT BWX Technologies Inc. | 0.36% | 6,031 | $1.2M | New |
| CCJ Cameco Corp. | 0.36% | 11,518 | $1.2M | No change |
| ARGT Global X MSCI Argentina ETF | 0.35% | 12,565 | $1.1M | Reduce -1.7% |
| NEE Nextera Energy Inc. | 0.34% | 12,714 | $1.1M | Add +0.2% |
| RIO Rio Tinto PLC-Spon ADR | 0.34% | 11,680 | $1.1M | No change |
| EWW iShares MSCI Mexico ETF | 0.33% | 14,360 | $1.1M | Reduce -15.5% |
| MELI MercadoLibre Inc. | 0.33% | 635 | $1.1M | Add +1.6% |
| GS Goldman Sachs Group Inc. | 0.33% | 1,063 | $1.1M | Reduce -5.0% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 2,115 | $1.1M | No change |
| CTRE Caretrust REIT Inc. | 0.33% | 26,102 | $1.1M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.31% | 1,448 | $995K | Add +1.0% |
| DHR Danaher Corp. | 0.30% | 5,111 | $974K | Reduce -2.2% |
| SCHF Schwab Intl Equity ETF | 0.30% | 34,588 | $958K | No change |
| GOOGL Alphabet Inc. Class A | 0.29% | 2,652 | $948K | Reduce -4.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.29% | 70,405 | $941K | Add +1.2% |
| IWP iShares Russell Mid-Cap Grow | 0.29% | 6,317 | $925K | No change |
| IJH iShares Core S&P Midcap ETF | 0.28% | 11,790 | $909K | Add +4.3% |
| TMUS T-Mobile US Inc. | 0.27% | 5,189 | $870K | Reduce -21.3% |
| UNP Union Pacific Corp. | 0.27% | 3,170 | $862K | Add +6.7% |
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -0.1% | 2.18% | −1.20 |
| NVDA Nvidia Corp. | Reduce -9.6% | 3.65% | −0.69 |
| WTBA West Bancorporation | Reduce -8.2% | 1.85% | −0.38 |
| TSCO Tractor Supply Company | Reduce -18.3% | 0.26% | −0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.2% | 1.17% | −0.29 |
| AVGO Broadcom Inc. | Reduce -9.4% | 2.38% | −0.28 |
| TMUS T-Mobile US Inc. | Reduce -21.3% | 0.27% | −0.26 |
| CVX Chevron Corp. | Reduce -1.6% | 0.44% | −0.25 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.24 |
| ISRG Intuitive Surgical Inc. | Reduce -3.4% | 0.49% | −0.24 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.05% | −0.24 |
| BSX Boston Scientific Corp. | Reduce -31.5% | 0.13% | −0.21 |
| GEHC GE Healthcare Technology | Reduce -20.3% | 0.23% | −0.16 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -0.6% | 0.72% | −0.16 |
| EWW iShares MSCI Mexico ETF | Reduce -15.5% | 0.33% | −0.15 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -26.5% | 0.14% | −0.15 |
| J Jacobs Solutions Inc. | Reduce -20.7% | 0.24% | −0.14 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.12 |
| AVAV Aerovironment Inc. | Reduce -13.8% | 0.20% | −0.12 |
| JEPI JPMorgan Equity Premium Inco | Reduce -19.1% | 0.21% | −0.11 |
| COP Conocophillips | Reduce -6.3% | 0.15% | −0.10 |
| ARGT Global X MSCI Argentina ETF | Reduce -1.7% | 0.35% | −0.10 |
| FCX Freeport-McMoran Inc. | Reduce -0.7% | 0.60% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -22.0% | 0.16% | −0.09 |
| TJX TJX Companies Inc. | Reduce -3.1% | 0.25% | −0.09 |
| DE Deere & Co. | Reduce -0.5% | 0.79% | −0.08 |
| DHR Danaher Corp. | Reduce -2.2% | 0.30% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -8.9% | 0.18% | −0.06 |
| NFLX Netflix Inc. | Reduce -16.1% | 0.06% | −0.06 |
| IWN iShares Russell 2000 Value E | Reduce -0.5% | 0.63% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -2.3% | 0.16% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.8% | 0.13% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -5.0% | 0.33% | −0.03 |
| WDAY Workday Inc. Class A | Reduce -1.0% | 0.09% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -4.2% | 0.09% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.1% | 0.54% | −0.02 |
| GE General Electric | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.01 |
| GVAL Cambria Global Value ETF | Reduce -1.6% | 0.09% | −0.01 |
| PM Philip Morris International | Sold out | 0.00% | −0.01 |
| NET Cloudflare Inc. Class A | Reduce -88.2% | 0.00% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -4.5% | 0.29% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -2.5% | 0.53% | −0.01 |
| ABBV Abbvie Inc. | Reduce -83.3% | 0.00% | −0.01 |
| C Citigroup Inc. | Reduce -1.7% | 0.56% | −0.01 |
| RTX RTX Corp. | Sold out | 0.00% | −0.01 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.01 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -0.9% | 0.05% | −0.01 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -0.1% | 0.05% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | Add +2.0% | 1.64% | +0.95 |
| TER Teradyne Inc. | New | 0.94% | +0.94 |
| NBIS Nebius Group NV | Add +2.8% | 1.65% | +0.90 |
| STX Seagate Technology Holdings | New | 0.88% | +0.88 |
| CRDO Credo Technology Group Holdi | Add +0.6% | 1.26% | +0.73 |
| WDC Western Digital Corp. | Add +2.4% | 1.17% | +0.57 |
| POWL Powell Industries Inc. | New | 0.51% | +0.51 |
| CAT Caterpillar Inc. | Add +0.1% | 2.53% | +0.45 |
| RKLB Rocket Lab Corp. | Add +138400.0% | 0.43% | +0.43 |
| BWXT BWX Technologies Inc. | New | 0.36% | +0.36 |
| HPE Hewlett Packard Enterprise | Add +2.3% | 0.97% | +0.35 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.7% | 1.31% | +0.24 |
| ANET Arista Networks Inc. | Add +0.5% | 2.08% | +0.23 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.1% | 1.73% | +0.22 |
| VRT Vertiv Holdings Co. Class A | Add +0.7% | 2.08% | +0.17 |
| SNOW Snowflake Inc. | Add +1.2% | 0.41% | +0.11 |
| PWR Quanta Services Inc. | Add +6.3% | 0.87% | +0.10 |
| IONQ Ionq Inc. | Add +11.0% | 0.25% | +0.10 |
| LLY Eli Lilly & Co. | Add +0.1% | 1.47% | +0.08 |
| IWO iShares Russell 2000 Growth | Add +3.4% | 0.94% | +0.05 |
| HYLN Hyliion Holdings Corp. | New | 0.04% | +0.04 |
| VTWO Vanguard Russell 2000 ETF | Add +11.3% | 0.37% | +0.03 |
| IAU iShares Gold Trust | Add +92.6% | 0.10% | +0.02 |
| DELL Dell Technologies -C | Add +94.2% | 0.03% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +22.2% | 0.09% | +0.02 |
| DRAM Roundhill Memory ETF | New | 0.02% | +0.02 |
| TEM Tempus AI Inc. Class A | Add +0.4% | 0.24% | +0.01 |
| SWBI Smith & Wesson Brands Inc. | New | 0.01% | +0.01 |
| WTW Willis Towers Watson PLC | New | 0.00% | +0.00 |
| RGR Sturm Ruger & Co. Inc. | New | 0.00% | +0.00 |
| SOFI Sofi Technologies Inc. | New | 0.00% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 1.17% | +0.00 |
| WBD Warner Bros Discovery Inc. | New | 0.00% | +0.00 |
| EWJ iShares MSCI Japan ETF | Add +21.4% | 0.02% | +0.00 |
| LASR Nlight Inc. | New | 0.00% | +0.00 |
| AOUT American Outdoor Brands Inc. | New | 0.00% | +0.00 |
| EZU iShares MSCI Eurozone ETF | Add +7.5% | 0.00% | −0.00 |
| TPL Texas Pacific Land Corp. | Add +29.4% | 0.01% | −0.00 |
| ULTA Ulta Beauty Inc. | Add +41.7% | 0.05% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +4.8% | 0.08% | −0.00 |
| ONON On Holding AG Class A | Add +6.6% | 0.01% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.3% | 0.18% | −0.00 |
| T AT&T Inc. | Add +14.7% | 0.01% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.4% | 0.05% | −0.00 |
| FITB Fifth Third Bancorp | Add +0.3% | 0.53% | −0.01 |
| ORCL Oracle Corp. | Add +0.4% | 0.03% | −0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.3% | 0.84% | −0.01 |
| UNP Union Pacific Corp. | Add +6.7% | 0.27% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +4.3% | 0.28% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.1% | 0.09% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 322 | $323.8M | GEV, STRL, NVDA, CAT, AVGO |
| Q1 2026 | 320 | $262.2M | NVDA, GEV, PLTR, STRL, AVGO |
| Q4 2025 | 464 | $246.4M | NVDA, PLTR, GEV, AVGO, STRL |
| Q3 2025 | 312 | $240.3M | NVDA, PLTR, AVGO, GEV, STRL |
| Q2 2025 | 303 | $210.7M | NVDA, AVGO, PLTR, GEV, WTBA |
| Q1 2025 | 317 | $179.2M | NVDA, WTBA, PLTR, AVGO, BRK.B |
| Q4 2024 | 298 | $191.8M | NVDA, AVGO, WTBA, PLTR, ANET |
| Q3 2024 | 293 | $185.7M | NVDA, WTBA, AVGO, ANET, MSFT |
| Q2 2024 | 286 | $169.6M | NVDA, WTBA, AVGO, MSFT, AMZN |
| Q1 2024 | 317 | $170.9M | WTBA, NVDA, AVGO, MSFT, SMCI |