Legacy Bridge, LLC

Q2 2026 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
322
Total value ($000)
$323,777
Net value change ($000)
+61,567 (23.5%)
New positions
14
Sold out positions
12
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 5,216 236.0%
STRL 4,512 57.6%
AMD 3,495 191.4%
NBIS 3,386 173.5%
GEV 3,094 30.4%
TER 3,048 NEW
STX 2,849 NEW
CAT 2,744 50.5%
CRDO 2,685 191.5%
WDC 2,219 141.7%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -1,802 -20.4%
TSCO -639 -43.0%
CELH -627 -100.0%
TMUS -516 -37.2%
BSX -475 -53.4%
WMT -407 -8.5%
XOM -401 -17.1%
CVX -384 -21.2%
ISRG -320 -16.7%
INTU -318 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type