Titelia

Holdings of Legacy Bridge, LLC

294 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 29.5 % of the equity sleeve

Sector breakdown

  • Technology 23.9 %
  • Industrials 16.1 %
  • Financials 8.1 %
  • Consumer discretionary 6.1 %
  • Health care 5.0 %
  • Funds 4.6 %
  • Consumer staples 3.8 %
  • Communication 2.9 %
  • Energy 2.3 %
  • Real estate 1.4 %
  • Materials 1.3 %
  • Utilities 1.1 %
  • Unattributed 23.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 96.8 %
  • TW 1.6 %
  • NL 1.2 %
  • JP 0.3 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US288233M $96.83 %
2TW14M $1.64 %
3NL12.8M $1.16 %
4JP1758K $0.31 %
5GB3126.2K $0.05 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 65,23511.4M $
2GE Vernova Inc 11,65010.2M $
3Palantir Technologies Inc 60,5208.9M $
4Sterling Infrastructure Inc 19,2177.8M $
5Broadcom Inc 22,5427M $
6West BanCorp Inc 245,8015.8M $
7Caterpillar Inc 7,6695.4M $
8Vertiv Holdings Co 19,9345M $
9Arista Networks Inc 39,3874.8M $
10Walmart Inc 38,5714.8M $
11Taiwan Semiconductor Manufacturing Co Ltd 11,6914M $
12Amazon.com Inc 18,9063.9M $
13Berkshire Hathaway Inc 7,9673.8M $
14Eli Lilly & Co 3,9763.7M $
15Microsoft Corp 9,1243.4M $
16Alphabet Inc 10,6503.1M $
17Parker-Hannifin Corp 3,2072.9M $
18iShares Core S&P 500 ETF 4,3932.9M $
19JPMorgan Chase & Co 9,7122.9M $
20ASML Holding NV 2,1112.8M $
21Costco Wholesale Corp 2,7252.7M $
22Apple Inc 9,3542.4M $
23iShares Core MSCI Emerging Markets ETF 33,9762.4M $
24iShares Russell 2000 Growth ETF 7,5032.4M $
25Exxon Mobil Corp 13,8352.3M $
26Principal Exchange-Traded Funds 123,5452.3M $
27Valero Energy Corp 9,3022.3M $
28Vanguard FTSE Developed Markets ETF 35,7962.3M $
29Deere & Co 4,0662.3M $
30iShares Russell 2000 ETF 9,0762.3M $
31Bank of New York Mellon Corp/The 18,8512.2M $
32Micron Technology Inc 6,5422.2M $
33Quanta Services Inc 3,6662M $
34Oklo Inc 40,5452M $
35Centrus Energy Corp 11,3562M $
36Vanguard Total International S 25,3842M $
37Intuitive Surgical Inc 4,1571.9M $
38iShares Core MSCI Total International Stock ETF 21,9331.9M $
39Lowe's Cos Inc 8,0201.9M $
40Home Depot Inc/The 5,7051.9M $
41Williams-Sonoma Inc 10,2711.9M $
42Freeport-McMoRan Inc 31,3621.8M $
43iShares Trust 18,8541.8M $
44Advanced Micro Devices Inc 8,9781.8M $
45Chevron Corp 8,7721.8M $
46Palo Alto Networks Inc 11,2361.8M $
47iShares Russell 2000 Value ETF 9,3351.8M $
48National Fuel Gas Co 18,4571.7M $
49Equinix Inc 1,7271.7M $
50Digital Realty Trust Inc 9,3841.7M $
51Nextpower Inc 13,4701.6M $
52Hewlett Packard Enterprise Co 67,8051.6M $
53ESCO Technologies Inc 5,6881.6M $
54iShares Russell Mid-Cap Value 10,9501.6M $
55Axon Enterprise Inc 3,6981.6M $
56Western Digital Corp 5,7901.6M $
57Nasdaq Inc 18,2951.6M $
58iShares MSCI EAFE ETF 15,7491.5M $
59Citigroup Inc 13,2941.5M $
60Tractor Supply Co 32,7901.5M $
61Morgan Stanley 8,8371.5M $
62SPDR Series Trust 11,2091.4M $
63Blackrock Inc 1,4811.4M $
64Fifth Third Bancorp 30,1051.4M $
65T-Mobile US Inc 6,5971.4M $
66Meta Platforms Inc 2,3931.4M $
67Ishares Inc 16,9951.3M $
68QUALCOMM Inc 9,7261.3M $
69Vistra Corp 8,1931.2M $
70Vanguard International Equity Index Funds 22,1961.2M $
71Global X MSCI Argent 12,7801.2M $
72NextEra Energy Inc 12,6841.2M $
73Rio Tinto PLC 11,6801.1M $
74MercadoLibre Inc 6251.1M $
75Thermo Fisher Scientific Inc 2,1151M $
76GE HealthCare Technologies Inc 14,4331M $
77Jacobs Solutions Inc 7,8971M $
78Danaher Corp 5,226990.9K $
79CareTrust REIT Inc 26,072955.5K $
80Goldman Sachs Group Inc/The 1,119946.7K $
81TJX Cos Inc/The 5,598894K $
82Boston Scientific Corp 14,162888.7K $
83Vanguard Scottsdale Funds 8,862887.7K $
84Stryker Corp 2,691884.2K $
85Vanguard S&P 500 ETF 1,434856.9K $
86Schwab International Equity ETF 34,588856.1K $
87Pfizer Inc 30,379853K $
88AeroVironment Inc 4,522827.8K $
89J P Morgan Exchange Traded Fund Trust 14,591827K $
90iShares Trust 6,317809.3K $
91Alphabet Inc 2,777798.6K $
92Snowflake Inc 5,107770.2K $
93iShares Core S&P Mid-Cap ETF 11,301763.2K $
94Toyota Motor Corp 3,678758K $
95Union Pacific Corp 2,970720.6K $
96Insight Enterprises Inc 10,415697.9K $
97Mondelez International Inc 11,769678.4K $
98ConocoPhillips 5,048666.3K $
99Schwab U.S. Small-Cap ETF 22,660659K $
100Procter & Gamble Co/The 4,430639.9K $