Legacy Bridge, LLC

Q3 2026 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
328
Total value ($000)
$309,613
Net value change ($000)
-14,164 (-4.4%)
New positions
13
Sold out positions
7
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PLTR 4,223 59.9%
EXXONMOBIL HOLDINGS CORP 2,317 NEW
NVDA 1,839 15.6%
BE 1,476 NEW
CGNX 1,349 NEW
MSFT 1,338 39.3%
HPE 1,336 42.7%
VLO 1,204 49.7%
ANET 1,112 16.5%
SNOW 609 46.3%
Top Reduces (Value $000, Stocks/ETFs)
STRL -4,405 -35.7%
JCI -3,416 -100.0%
GEV -2,616 -19.7%
CAT -2,048 -25.0%
XOM -1,946 -100.0%
VRT -1,850 -27.5%
CRDO -1,155 -28.3%
WDC -1,076 -28.4%
NBIS -752 -14.1%
OKLO -713 -33.5%
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