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CIK: 0001689144
Total reported value
$323.8M
$323.8M
317 檔
6.7%
During the Q1 2024 filing period, Legacy Bridge, LLC (CIK: 0001689144) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $323.8M across 317 reported positions.
During Q1 2024, Legacy Bridge, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 317 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WTBA | West Bancorporation | Stock-Other | 3.17% | -0.38% | -1.14% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.84% | -0.69% | -7.06% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.32% | -0.28% | -7.75% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.24% | -0.05% | |
| 5 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 2.11% | — | -22.03% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.95% | +0.08% | -19.25% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | -0.10% | +0.49% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.29% | +26.69% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 1.69% | -0.03% | -0.78% | |
| 10 | ANETEUR | Arista Networks Inc | Stock-Other | 1.59% | — | +0.16% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.53% | +0.46% | +0.08% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.42% | +0.94% | -0.20% | |
| 13 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.36% | +0.03% | — | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.24% | -0.17% | -1.07% | |
| 15 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.20% | +0.12% | -0.57% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.10% | +2.86% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | -0.48% | +214.59% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.25% | -0.56% | |
| 19 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.14% | +0.83% | +0.88% | |
| 20 | ASML | ASML Holding N.V. | Stock-Tech | 1.13% | +0.25% | +0.55% | |
| 21 | PH | Parker Hannifin CORP | Stock-Industrials | 1.10% | -0.12% | +3.64% | |
| 22 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.10% | +0.08% | — | |
| 23 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.07% | +0.18% | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.05% | -0.02% | +0.01% | |
| 25 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.01% | -0.31% | -11.33% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 1.01% | +0.08% | -0.49% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.01% | +0.49% | +2.57% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.11% | -0.21% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.98% | -0.08% | +0.25% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.96% | -0.11% | +1.13% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | -0.07% | +14.42% | |
| 32 | WK | Workiva Inc | Stock-Tech | 0.95% | -0.05% | -5.43% | |
| 33 | VLO | Valero Energy CORP | Stock-Energy | 0.94% | -0.13% | — | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.94% | -0.07% | -18.68% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.93% | +0.04% | +22.05% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.92% | -0.24% | +1.37% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.09% | -7.66% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.90% | -0.06% | -0.98% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.90% | -0.05% | -9.32% | |
| 40 | EQIX | Equinix Inc | Stock-Real Estate | 0.88% | -0.09% | +0.39% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.88% | +0.22% | — | |
| 42 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.87% | -0.16% | -4.13% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.87% | -0.01% | EXIT | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | — | -27.88% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | — | -0.10% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.85% | — | -0.29% | |
| 47 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.84% | — | — | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.82% | -0.08% | -1.40% | |
| 49 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.81% | -0.15% | — | |
| 50 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.80% | -0.24% | EXIT |
According to official SEC Form 13F filings, Legacy Bridge, LLC reported a total U.S. public equity portfolio value of $323.8M across 317 disclosed positions in Q1 2024.
During Q1 2024, Legacy Bridge, LLC's top holdings by market value included WTBA (3.2%)、NVDA (2.8%)、AVGO (2.3%). The largest single position, WTBA, represented 3.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including WTBA, NVDA, AVGO) accounted for 6.7% of total reported equity market value during Q1 2024.
In Q1 2024, Legacy Bridge, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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