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CIK: 0001689144
Total reported value
$323.8M
$323.8M
286 檔
7.3%
As reported in its official Q2 2024 Form 13F filing, Legacy Bridge, LLC's tracked investment portfolio stood at $323.8M with 286 total positions.
During Q2 2024, Legacy Bridge, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, WTBA, AVGO) accounted for 7.3% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.85% | -0.69% | +883.63% | |
| 2 | WTBA | West Bancorporation | Stock-Other | 3.19% | -0.38% | -0.55% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.74% | -0.28% | -3.01% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.24% | -1.35% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | -0.10% | -1.68% | |
| 6 | ANETEUR | Arista Networks Inc | Stock-Other | 1.88% | — | -2.92% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.85% | +0.08% | -19.30% | |
| 8 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 1.72% | — | -0.36% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 1.71% | -0.03% | +0.06% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.29% | +0.12% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.40% | +0.46% | — | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.36% | -0.48% | +0.63% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.33% | -0.25% | -0.75% | |
| 14 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.30% | +0.12% | -0.14% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.24% | +0.94% | -3.25% | |
| 16 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.23% | +0.83% | +0.04% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.21% | +0.49% | — | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.20% | +0.25% | — | |
| 19 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.20% | +0.08% | — | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.20% | +0.08% | — | |
| 21 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.15% | +0.18% | — | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.13% | +0.22% | +0.18% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.11% | -0.07% | -4.68% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.08% | -0.17% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | -0.10% | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | — | +0.31% | |
| 27 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.05% | -0.31% | — | |
| 28 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.04% | -0.02% | +2402.75% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.03% | -0.24% | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.02% | -0.02% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.11% | +0.11% | |
| 32 | PH | Parker Hannifin CORP | Stock-Industrials | 1.01% | -0.12% | — | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -0.07% | — | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.94% | -0.11% | -1.18% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.09% | — | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.92% | +0.04% | +1.10% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.90% | -0.08% | +0.15% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.89% | — | +0.17% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.30% | +231.88% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.88% | -0.06% | — | |
| 41 | FSLR | First Solar Inc | Stock-Tech | 0.87% | — | +0.15% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.87% | -0.05% | — | |
| 43 | VLO | Valero Energy CORP | Stock-Energy | 0.87% | -0.13% | — | |
| 44 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.87% | +0.03% | -29.26% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.86% | — | +0.21% | |
| 46 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.86% | -0.10% | +710.32% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.84% | -1.20% | +0.15% | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.83% | -0.08% | -0.43% | |
| 49 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.82% | -0.12% | +0.03% | |
| 50 | EQIX | Equinix Inc | Stock-Real Estate | 0.81% | -0.09% | — |
According to official SEC Form 13F filings, Legacy Bridge, LLC reported a total U.S. public equity portfolio value of $323.8M across 286 disclosed positions in Q2 2024.
During Q2 2024, Legacy Bridge, LLC's top holdings by market value included NVDA (3.9%)、WTBA (3.2%)、AVGO (2.7%). The largest single position, NVDA, represented 3.9% of total portfolio value.
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In Q2 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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