Legacy Bridge, LLC

CIK 0001689144 · Q1 2026

13F Equity AUM

$262.2M

+6.4% QoQ

Positions

320

-144 QoQ

AUM Rank

#6,364

Top 51%

Skill Alpha (FF)

+0.4%/yr^ns

No Clear Edge

Rank #1,966 · Top 24%

vs S&P -1.7%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 17.2%Top 10: 27.2%Top 20: 41.0%

NVDA4.3%

GEV3.9%

PLTR3.4%

UAO3.0%

AVGO2.7%

WTBA2.2%

CAT2.1%

CLS1.9%

VRT1.9%

ANET1.8%

Others (310)72.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services27.1%

Technology26.8%

Industrials14.0%

Consumer Cyclical5.8%

Utilities5.7%

Healthcare4.8%

Energy4.7%

Consumer Defensive3.8%

Other7.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 320Median: 0.05%Avg: 0.31%

0–0.5%

247(20.8%)

0.5–1%

49(34.0%)

1–3%

21(33.6%)

3–5%

3(11.6%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 319Unique: 1vs 20 funds

4.4%Low

320

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

6.6%

6.4%

9.8%

7.1%

6.6%

GEODE CAPITAL MANAGEMENT, LLC

5.9%

VANGUARD CAPITAL MANAGEMENT LLC

5.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New18Increased91Decreased57Exited162

New Positions

WDC0.6%

+6K

CRDO0.5%

+15K

EWW0.5%

+17K

ARGT0.5%

+13K

ILOW0.2%

+10K

SNDK0.0%

+40

LITE0.0%

+30

AMKR0.0%

ARM0.0%

+25

6RJ00.0%

+10

Increased

TRVC0.6%

+13K(+2664%)

IXUS0.7%

+5K(+27%)

IVV1.1%

+4K(+779%)

IEMG0.9%

+4K(+12%)

VWO0.5%

+3K(+16%)

SCHF0.3%

+2K(+8%)

IREN0.1%

+2K(+180%)

OKLO0.8%

+2K(+6%)

VEA0.9%

+2K(+6%)

AMD0.7%

+2K(+26%)

Decreased

WTBA2.2%

-8,600(-3%)

PREF0.9%

-2,060(-2%)

SPEM0.0%

-680(-50%)

GEHC0.4%

-650(-4%)

CLS1.9%

-604(-3%)

DOW0.0%

-589(-45%)

VOE0.1%

-500(-26%)

BAC0.0%

-366(-72%)

NXPI0.5%

-290(-4%)

MCD0.2%

-271(-15%)

Exited

INDA

-14,889

-2,535

-181

-171

-297

-180

-16

-295

-27

-431

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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