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LEGACY BRIDGE, LLC 13F portfolio summary

LEGACY BRIDGE, LLC of LEGACY BRIDGE, LLC has 322 current stock holdings with a reported portfolio value of $323.8M. The portfolio 1 year return is +38.82%. Top holdings include GEV (4.10%), STRL (3.81%), NVDA (3.65%), CAT (2.53%), AVGO (2.38%).

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LEGACY BRIDGE, LLC

LEGACY BRIDGE, LLC
Latest filing: 2026-06-30

LEGACY BRIDGE, LLC runs LEGACY BRIDGE, LLC and currently holds 322 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $323.78M. Their top holdings are GEV, STRL, NVDA, CAT, AVGO. The top five represent 16.5% of reported portfolio weight. LEGACY BRIDGE, LLC ranks #246 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LEGACY BRIDGE, LLC initiated 3 new positions. They added to 46 existing positions. They trimmed 26 positions. Their current best-performing preview position is ALAB with returns of +340.71%.

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Top 5 Holdings
GEV4.1%
STRL3.8%
NVDA3.6%
CAT2.5%
AVGO2.4%
Top 5: 16.5%
Portfolio Returns
1 Year
+38.82%
#241/1000
3 Year
+105.47%
#228/1000
5 Year
+101.73%
#268/1000

Portfolio Value

$323.78M

Alpha Score

82.4

#246 of 1000

Holdings

322

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322 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
GEV
GE VERNOVA INC
4.10%$302.70$956.64+216.04%
Trimmed
-3.10%
STRL
STERLING INFRASTRUCTURE INC
3.81%$104.46$516.81+394.74%
Trimmed
-23.51%
NVDA
NVIDIA CORPORATION
3.65%$32.76$214.76+555.56%
Trimmed
-9.57%
CAT
CATERPILLAR INC
2.53%$200.45$827.65+312.90%
Added
+0.13%
AVGO
BROADCOM INC
2.38%$56.61$368.45+550.86%
Trimmed
-9.42%
MU
MICRON TECHNOLOGY INC
2.29%$271.70$966.78+255.83%
Trimmed
-1.67%
PLTR
PALANTIR TECHNOLOGIES INC
2.18%$31.29$179.94+475.07%
Trimmed
-0.14%
ANET
ARISTA NETWORKS INC
2.08%$110.02$188.67+71.49%
Added
+0.47%
VRT
VERTIV HOLDINGS CO
2.08%$91.04$262.00+187.79%
Added
+0.66%
CLS
CELESTICA INC
1.99%$58.15$296.52+409.92%
Trimmed
-1.16%

Showing 1-10 of 322