Legacy Bridge, LLC

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CIK 1689144

13F portfolio (2026-Q1)

$262M

Positions

320

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

320

Top 5

17.2%

Top 10

27.2%

Effective N

74.1

HHI

0.014

This quarter

18 new · 0 exit →

By sector

Information Technology32.3%

Unclassified18.3%

Industrials13.9%

Financials10.2%

Consumer Discretionary8.5%

Health Care3.7%

Energy2.8%

Materials2.7%

Other7.5%

By market cap

Mega (>$200B)36.2%

Large ($10–200B)32.6%

Unknown24.6%

Mid ($2–10B)4.3%

Small ($300M–2B)2.3%

Micro (<$300M)0.0%

By region

North America78.0%

Other18.3%

Asia-Pacific1.8%

Europe1.5%

Latin America0.4%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	19.76%	108
Semiconductors & Semiconductor Equipment	15.75%	19
Machinery	8.34%	12
Specialty Retail	7.79%	12
Banks	6.15%	14
Software	5.58%	15
Technology Hardware & Equipment	5.47%	14
Construction & Engineering	4.14%	5
Electrical Equipment & Components	3.91%	3
Oil, Gas & Consumable Fuels	2.82%	9
Software & IT Services	2.49%	7
Utilities	2.43%	7
Capital Markets	2.35%	10
Pharmaceuticals & Biotechnology	1.92%	8
Health Care Equipment & Supplies	1.80%	4
Equity Real Estate Investment Trusts (REITs)	1.68%	7
Metals & Mining	1.62%	6
Communications Equipment	1.10%	3
Construction Materials	0.76%	2
Commercial Services & Supplies	0.55%	5
Diversified Telecommunication Services	0.54%	2
Road & Rail	0.49%	4
Aerospace & Defense	0.45%	4
Beverages	0.36%	4
Automobiles & Components	0.33%	2
Chemicals	0.32%	6
Food Products	0.28%	3
Hotels, Restaurants & Leisure	0.20%	3
Diversified Consumer Services	0.18%	1
Media & Entertainment	0.13%	3
Insurance	0.12%	6
Food & Staples Retailing	0.05%	1
Distributors	0.04%	4
Agricultural Products	0.03%	1
Transportation Infrastructure	0.01%	2
Tobacco	0.01%	1
Airlines	0.01%	1
Entertainment	0.01%	1
Real Estate Management & Development	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	4.34%
2	GEV	GE Vernova Inc.	Information Technology	3.88%
3	PLTR	Palantir Technologies Inc.	Information Technology	3.38%
4	STRL	STERLING INFRASTRUCTURE, INC.	Industrials	2.98%
5	AVGO	Broadcom Inc.	Information Technology	2.66%
6	WTBA	WEST BANCORPORATION INC	Financials	2.23%
7	CAT	CATERPILLAR INC	Industrials	2.07%
8	CLS	CELESTICA INC	Information Technology	1.92%
9	VRT	Vertiv Holdings Co	Information Technology	1.90%
10	ANET	Arista Networks, Inc.	Information Technology	1.84%

213/320 names classified · sector 81.7% of weight · industry 80.2% · mkt cap 75.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 30 quarters

Information TechnologyNVDA, AVGO, ANET, PLTR, GEV · other

FinancialsWTBA, BRK.B, JPM, UNH, PYPL · other

IndustrialsCAT, ETN, STRL, AXON, LHX · other

Consumer DiscretionaryAMZN, WMT, COST, WSM, TGT · other

Health CareLLY, EW, BMY, ISRG, BIIB · other

Consumer StaplesMNST, DAR, MDLZ, PEP, CELH · other

Communication ServicesGOOG, TMUS, DIS, META, VZ · other

MaterialsPG, RPM, RIO, FCX, LEU · other

EnergyCVX, VLO, XOM, PSX, DVN · other

Real EstateDLR, EQIX, AMT, CCI, CTRE · other

UtilitiesNEE, OKLO, NFG, VST, SO · other

UnclassifiedIWO, VXUS, EFA, VCIT, SUPER MICRO COMPUTER INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 81.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (171 classified)Legacy Bridge, LLC centroid (Large Growth)

Information TechnologyIndustrialsFinancialsConsumer DiscretionaryHealth CareEnergyCommunication ServicesMaterialsReal EstateUtilitiesConsumer Staples

Style box summary for Legacy Bridge, LLC: centroid Large Growth. Heaviest cells: Large Growth 37.3%, Large Value 8.9%, Large Core 8.7%.

Classified: 72.2% of book weight (171/320 names) · unclassified 27.8%: CLS, TSM, BRK.B, IVV, ASML, IEMG, IWO, PREF, VEA, IWM +139 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 320 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	65,235	$11M	4.3%	HOLD
2	GEVGE VERNOVA INC	11,650	$10M	3.9%	HOLD
3	PLTRPALANTIR TECHNOLOGIES INC	60,520	$9M	3.4%	ADD 3%
4	STRLSTERLING INFRASTRUCTURE INC	19,217	$8M	3.0%	ADD 4%
5	AVGOBROADCOM INC	22,542	$7M	2.7%	ADD 4%
6	WTBAWEST BANCORPORATION INC	245,801	$6M	2.2%	TRIM −3%
7	CATCATERPILLAR INC	7,669	$5M	2.1%	ADD 4%
8	CLSCELESTICA INC	17,883	$5M	1.9%	TRIM −3%
9	VRTVERTIV HOLDINGS CO	19,934	$5M	1.9%	ADD 5%
10	ANETARISTA NETWORKS INC	39,387	$5M	1.8%	ADD 3%
11	WMTWALMART INC	38,571	$5M	1.8%	ADD 4%
12	TSMTAIWAN SEMICONDUCTOR MFG LTD	11,691	$4M	1.5%	ADD 4%
13	AMZNAMAZON COM INC	18,906	$4M	1.5%	ADD 4%
14	BRK.BBERKSHIRE HATHAWAY INC DEL	7,967	$4M	1.5%	HOLD
15	LLYELI LILLY & CO	3,976	$4M	1.4%	ADD 3%
16	ETNEATON CORP PLC	10,023	$4M	1.4%	ADD 5%
17	MSFTMICROSOFT CORP	9,124	$3M	1.3%	ADD 4%
18	GOOGALPHABET INC	10,650	$3M	1.2%	ADD 6%
19	JCIJOHNSON CONTROLS INTERNATION	23,039	$3M	1.2%	HOLD
20	PHPARKER-HANNIFIN CORP	3,207	$3M	1.1%	HOLD
21	IVVISHARES TR	4,393	$3M	1.1%	ADD 779%
22	JPMJPMORGAN CHASE & CO	9,712	$3M	1.1%	HOLD
23	ASMLASML HOLDING N V	2,111	$3M	1.1%	ADD 2%
24	COSTCOSTCO WHSL CORP NEW	2,725	$3M	1.0%	HOLD
25	AAPLAPPLE INC	9,354	$2M	0.9%	HOLD
26	IEMGISHARES INC	33,976	$2M	0.9%	ADD 12%
27	IWOISHARES TR	7,503	$2M	0.9%	ADD 2%
28	XOMEXXON MOBIL CORP	13,835	$2M	0.9%	HOLD
29	PREFPRINCIPAL EXCHANGE TRADED FD	123,545	$2M	0.9%	HOLD
30	VLOVALERO ENERGY CORP	9,302	$2M	0.9%	HOLD
31	VEAVANGUARD TAX-MANAGED FDS	35,796	$2M	0.9%	ADD 6%
32	DEDEERE & CO	4,066	$2M	0.9%	ADD 3%
33	IWMISHARES TR	9,076	$2M	0.9%	HOLD
34	BNYBANK NEW YORK MELLON CORP	18,851	$2M	0.9%	ADD 7%
35	MUMICRON TECHNOLOGY INC	6,542	$2M	0.8%	ADD 22%
36	PWRQUANTA SVCS INC	3,666	$2M	0.8%	HOLD
37	OKLOOKLO INC	40,545	$2M	0.8%	ADD 6%
38	LEUCENTRUS ENERGY CORP	11,356	$2M	0.8%	ADD 9%
39	VXUSVANGUARD STAR FDS	25,384	$2M	0.7%	HOLD
40	NBISNEBIUS GROUP N.V.	18,808	$2M	0.7%	ADD 5%
41	ISRGINTUITIVE SURGICAL INC	4,157	$2M	0.7%	HOLD
42	IXUSISHARES TR	21,933	$2M	0.7%	ADD 27%
43	LOWLOWES COS INC	8,020	$2M	0.7%	HOLD
44	HDHOME DEPOT INC	5,705	$2M	0.7%	HOLD
45	WSMWILLIAMS SONOMA INC	10,271	$2M	0.7%	ADD 4%
46	FCXFREEPORT MCMORAN INC	31,362	$2M	0.7%	ADD 4%
47	IWRISHARES TR	18,854	$2M	0.7%	HOLD
48	AMDADVANCED MICRO DEVICES INC	8,978	$2M	0.7%	ADD 26%
49	CVXCHEVRON CORP NEW	8,772	$2M	0.7%	HOLD
50	PANWPALO ALTO NETWORKS INC	11,236	$2M	0.7%	HOLD
51	IWNISHARES TR	9,335	$2M	0.7%	HOLD
52	NFGNATIONAL FUEL GAS CO	18,457	$2M	0.7%	ADD 3%
53	EQIXEQUINIX INC	1,727	$2M	0.6%	HOLD
54	DLRDIGITAL RLTY TR INC	9,384	$2M	0.6%	HOLD
55	NXTNEXTPOWER INC	13,470	$2M	0.6%	HOLD
56	HPEHEWLETT PACKARD ENTERPRISE C	67,805	$2M	0.6%	HOLD
57	ESEESCO TECHNOLOGIES INC	5,688	$2M	0.6%	ADD 9%
58	IWSISHARES TR	10,950	$2M	0.6%	HOLD
59	AXONAXON ENTERPRISE INC	3,698	$2M	0.6%	HOLD
60	WDCWESTERN DIGITAL CORP	5,790	$2M	0.6%	NEW
61	NDAQNASDAQ INC	18,295	$2M	0.6%	HOLD
62	EFAISHARES TR	15,749	$2M	0.6%	HOLD
63	CCITIGROUP INC	13,294	$2M	0.6%	ADD 2664%
64	TSCOTRACTOR SUPPLY CO	32,790	$1M	0.6%	HOLD
65	SCHMSCHWAB STRATEGIC TR	47,846	$1M	0.6%	HOLD
66	MSMORGAN STANLEY	8,837	$1M	0.6%	HOLD
67	XBISPDR SERIES TRUST	11,209	$1M	0.5%	HOLD
68	BLKBLACKROCK INC	1,481	$1M	0.5%	ADD 2%
69	CRDOCREDO TECHNOLOGY GROUP HOLDI	14,935	$1M	0.5%	NEW
70	FITBFIFTH THIRD BANCORP	30,105	$1M	0.5%	ADD 5%
71	TMUST-MOBILE US INC	6,597	$1M	0.5%	HOLD
72	METAMETA PLATFORMS INC	2,393	$1M	0.5%	ADD 5%
73	NXPINXP SEMICONDUCTORS N V	6,751	$1M	0.5%	TRIM −4%
74	EWWISHARES INC MSCI MEXICO ETF	16,995	$1M	0.5%	NEW
75	QCOMQUALCOMM INC	9,726	$1M	0.5%	HOLD
76	CCJCAMECO CORP	11,518	$1M	0.5%	HOLD
77	VSTVISTRA CORP	8,193	$1M	0.5%	ADD 6%
78	VWOVANGUARD INTL EQUITY INDEX F	22,196	$1M	0.5%	ADD 16%
79	ARGTGLOBAL X FDS	12,780	$1M	0.5%	NEW
80	NEENEXTERA ENERGY INC	12,684	$1M	0.4%	ADD 4%
81	RIORIO TINTO PLC	11,680	$1M	0.4%	HOLD
82	MELIMERCADOLIBRE INC	625	$1M	0.4%	ADD 1589%
83	TMOTHERMO FISHER SCIENTIFIC INC	2,115	$1M	0.4%	HOLD
84	GEHCGE HEALTHCARE TECHNOLOGIES I	14,433	$1M	0.4%	TRIM −4%
85	JJACOBS SOLUTIONS INC	7,897	$1M	0.4%	HOLD
86	NUNU HLDGS LTD	69,555	$999,506	0.4%	HOLD
87	DHRDANAHER CORP DEL	5,226	$990,850	0.4%	HOLD
88	CTRECareTrust REIT, Inc.	26,072	$955,539	0.4%	HOLD
89	GSGOLDMAN SACHS GROUP INC	1,119	$946,663	0.4%	HOLD
90	TJXTJX COS INC NEW	5,598	$894,001	0.3%	HOLD
91	BSXBOSTON SCIENTIFIC CORP	14,162	$888,666	0.3%	HOLD
92	VTWOVANGUARD SCOTTSDALE FDS	8,862	$887,707	0.3%	ADD 12%
93	SYKSTRYKER CORPORATION	2,691	$884,236	0.3%	TRIM −7%
94	VOOVANGUARD INDEX FDS	1,434	$856,887	0.3%	ADD 13%
95	SCHFSCHWAB STRATEGIC TR	34,588	$856,053	0.3%	ADD 8%
96	PFEPFIZER INC	30,379	$853,043	0.3%	HOLD
97	AVAVAEROVIRONMENT INC	4,522	$827,753	0.3%	ADD 12%
98	JEPIJPMorgan Equity Premium Income ETF	14,591	$827,038	0.3%	ADD 3%
99	IWPISHARES TR	6,317	$809,335	0.3%	HOLD
100	GOOGLALPHABET INC	2,777	$798,555	0.3%	HOLD
101	SNOWSNOWFLAKE INC	5,107	$770,238	0.3%	ADD 2%
102	IJHISHARES TR	11,301	$763,157	0.3%	ADD 6%
103	TMTOYOTA MOTOR CORP	3,678	$758,000	0.3%	ADD 2%
104	UNPUNION PAC CORP	2,970	$720,582	0.3%	TRIM −4%
105	NSITINSIGHT ENTERPRISES INC	10,415	$697,910	0.3%	HOLD
106	MDLZMONDELEZ INTL INC	11,769	$678,366	0.3%	HOLD
107	COPCONOCOPHILLIPS	5,048	$666,336	0.3%	HOLD
108	SCHASCHWAB STRATEGIC TR	22,660	$658,953	0.3%	HOLD
109	PGPROCTER AND GAMBLE CO	4,430	$639,870	0.2%	HOLD
110	CELHCELSIUS HLDGS INC	17,672	$627,003	0.2%	HOLD
111	TEMTEMPUS AI INC	13,208	$597,266	0.2%	ADD 6%
112	CMECME GROUP INC	1,995	$589,224	0.2%	HOLD
113	NOWSERVICENOW INC	5,525	$577,639	0.2%	TRIM −2%
114	WFCWELLS FARGO CO NEW	6,417	$510,858	0.2%	HOLD
115	IVWISHARES TR	4,355	$492,595	0.2%	HOLD
116	MCDMCDONALDS CORP	1,581	$491,359	0.2%	TRIM −15%
117	HRBBLOCK H & R INC	15,265	$484,512	0.2%	HOLD
118	SPYSTATE STR SPDR S&P 500 ETF T	724	$471,061	0.2%	HOLD
119	IGSBISHARES TR	8,382	$440,560	0.2%	HOLD
120	ILOWAB ACTIVE ETFS INC	9,757	$416,234	0.2%	NEW
121	WKWORKIVA INC	6,664	$397,375	0.2%	HOLD
122	IONQIONQ INC	13,509	$389,465	0.1%	ADD 11%
123	NTRSNORTHERN TR CORP	2,700	$376,839	0.1%	HOLD
124	SGOLETFS GOLD TR	8,142	$363,297	0.1%	HOLD
125	CPCANADIAN PACIFIC KANSAS CITY	4,237	$333,283	0.1%	TRIM −5%
126	LMTLOCKHEED MARTIN CORP	537	$324,558	0.1%	ADD 3%
127	IWFISHARES TR	750	$319,800	0.1%	HOLD
128	INTUINTUIT	735	$317,800	0.1%	HOLD
129	NFLXNETFLIX INC	3,170	$304,796	0.1%	HOLD
130	WDAYWORKDAY INC	2,329	$302,584	0.1%	HOLD
131	SPDWSPDR INDEX SHS FDS	6,585	$300,606	0.1%	HOLD
132	MAMASTERCARD INCORPORATED	590	$294,800	0.1%	TRIM −3%
133	ABTABBOTT LABS	2,793	$286,758	0.1%	TRIM −3%
134	VOVANGUARD INDEX FDS	972	$279,139	0.1%	HOLD
135	GVALCAMBRIA ETF TR	8,411	$278,993	0.1%	HOLD
136	VOEVANGUARD INDEX FDS	1,425	$262,599	0.1%	TRIM −26%
137	STZCONSTELLATION BRANDS INC	1,720	$258,000	0.1%	TRIM −3%
138	CARRCARRIER GLOBAL CORPORATION	4,243	$238,924	0.1%	TRIM −2%
139	IJRISHARES TR	1,871	$232,585	0.1%	HOLD
140	IJKISHARES TR	2,162	$217,541	0.1%	ADD 6%
141	SCHXSCHWAB U.S. LARGE-CAP ETF	8,429	$216,133	0.1%	HOLD
142	SOSOUTHERN CO	2,095	$202,210	0.1%	TRIM −9%
143	VONVVANGUARD SCOTTSDALE FDS	2,113	$198,073	0.1%	HOLD
144	VBRVANGUARD INDEX FDS	908	$197,263	0.1%	TRIM −17%
145	QRVOQORVO INC	2,547	$197,138	0.1%	HOLD
146	AXPAMERICAN EXPRESS CO	640	$193,588	0.1%	TRIM −8%
147	SCHVSCHWAB STRATEGIC TR	6,341	$193,401	0.1%	HOLD
148	VTIVANGUARD INDEX FDS	600	$192,486	0.1%	HOLD
149	IAUISHARES GOLD TR	2,159	$190,338	0.1%	ADD 4%
150	EWUISHARES TR	4,000	$182,240	0.1%	HOLD
151	QQQINVESCO QQQ TR	311	$179,520	0.1%	ADD 38%
152	VOTVANGUARD INDEX FDS	656	$168,822	0.1%	HOLD
153	BIIBBIOGEN INC	880	$161,331	0.1%	TRIM −3%
154	RSPHINVESCO EXCHANGE TRADED FD T	5,210	$157,309	0.1%	HOLD
155	IJJISHARES TR	1,185	$157,013	0.1%	HOLD
156	VOOVVANGUARD ADMIRAL FDS INC	757	$154,270	0.1%	HOLD
157	IVEISHARES TR	729	$153,929	0.1%	HOLD
158	VBKVANGUARD INDEX FDS	502	$151,730	0.1%	HOLD
159	NVTSNAVITAS SEMICONDUCTOR CORP	16,900	$148,213	0.1%	HOLD
160	VUGVANGUARD INDEX FDS	314	$137,153	0.1%	HOLD
161	PRUPRUDENTIAL FINL INC	1,400	$136,766	0.1%	HOLD
162	VTVVANGUARD INDEX FDS	662	$129,885	0.0%	ADD 27%
163	IRENIREN LIMITED	3,775	$129,407	0.0%	ADD 180%
164	VTIPVANGUARD MALVERN FDS	2,588	$129,271	0.0%	HOLD
165	CVSCVS HEALTH CORP	1,775	$127,481	0.0%	TRIM −7%
166	ULTAULTA BEAUTY INC	240	$125,451	0.0%	TRIM −9%
167	CASYCASEYS GEN STORES INC	171	$124,465	0.0%	HOLD
168	CRWDCROWDSTRIKE HLDGS INC	313	$122,199	0.0%	HOLD
169	UPSUNITED PARCEL SERVICE INC	1,229	$120,910	0.0%	TRIM −10%
170	KNXKNIGHT-SWIFT TRANSN HLDGS IN	2,065	$118,903	0.0%	TRIM −5%
171	VEUVANGUARD INTL EQUITY INDEX F	1,552	$116,556	0.0%	HOLD
172	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	4,000	$116,520	0.0%	HOLD
173	MPCMARATHON PETE CORP	465	$113,544	0.0%	TRIM −11%
174	ALABASTERA LABS INC	1,030	$112,888	0.0%	HOLD
175	SCHOSCHWAB SHORT-TERM US TREASURY ETF	4,600	$111,642	0.0%	HOLD
176	STIPISHARES TR	1,030	$106,533	0.0%	HOLD
177	ORCLORACLE CORP	702	$103,272	0.0%	HOLD
178	TSLATESLA INC	270	$100,373	0.0%	HOLD
179	ECLECOLAB INC	375	$99,758	0.0%	TRIM −8%
180	DGSWISDOMTREE TR	1,500	$90,150	0.0%	HOLD
181	CTVACORTEVA INC	1,046	$87,561	0.0%	HOLD
182	MFCMANULIFE FINL CORP	2,460	$84,723	0.0%	HOLD
183	DEMWISDOMTREE TR	1,600	$79,504	0.0%	HOLD
184	SUSUNCOR ENERGY INC NEW	1,199	$79,266	0.0%	HOLD
185	UDNINVESCO DB US DLR INDEX TR	4,250	$76,500	0.0%	HOLD
186	ICEINTERCONTINENTAL EXCHANGE IN	470	$73,922	0.0%	TRIM −14%
187	XLFSELECT SECTOR SPDR TR	1,485	$73,315	0.0%	HOLD
188	PRFINVESCO EXCHANGE TRADED FD T	1,450	$68,919	0.0%	HOLD
189	DEODIAGEO PLC	895	$66,633	0.0%	HOLD
190	GUNRFLEXSHARES TR	1,182	$65,200	0.0%	HOLD
191	DARDARLING INGREDIENTS INC	1,000	$61,850	0.0%	HOLD
192	EWJISHARES INC	700	$59,108	0.0%	HOLD
193	AMATAPPLIED MATLS INC	165	$56,396	0.0%	HOLD
194	SHELSHELL PLC	600	$55,800	0.0%	HOLD
195	DVYISHARES TR	350	$52,994	0.0%	HOLD
196	PFGPRINCIPAL FINANCIAL GROUP IN	570	$51,363	0.0%	HOLD
197	PPGPPG INDS INC	469	$50,127	0.0%	HOLD
198	EMREMERSON ELEC CO	380	$49,788	0.0%	TRIM −5%
199	IBDTISHARES TR	1,900	$48,127	0.0%	HOLD
200	FXEINVESCO CURRENCYSHARES EURO	450	$48,011	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

54K

58K

61K

62K

64K

65K

$11M

GEVGE VERNOVA INC

11K

12K

$10M

PLTRPALANTIR TECHNOLOGIES INC

57K

59K

58K

59K

61K

$9M

STRLSTERLING INFRASTRUCTURE INC

18K

19K

18K

19K

$8M

AVGOBROADCOM INC

28K

29K

30K

22K

23K

$7M

WTBAWEST BANCORPORATION INC

266K

263K

260K

254K

246K

$6M

CATCATERPILLAR INC

$5M

CLSCELESTICA INC

18K

19K

18K

$5M

VRTVERTIV HOLDINGS CO

23K

24K

19K

20K

$5M

ANETARISTA NETWORKS INC

37K

38K

39K

$5M

WMTWALMART INC

34K

36K

37K

39K

$5M

TSMTAIWAN SEMICONDUCTOR MFG LTD

11K

12K

$4M

AMZNAMAZON COM INC

17K

18K

19K

$4M

BRK.BBERKSHIRE HATHAWAY INC DEL

$4M

LLYELI LILLY & CO

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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