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CIK: 0001689144
Total reported value
$323.8M
$323.8M
293 檔
7.5%
The Q3 2024 SEC filing reveals that Legacy Bridge, LLC held a total portfolio value of $323.8M, covering 293 public equity positions.
During Q3 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 7.5% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.54% | -0.69% | +2.38% | |
| 2 | WTBA | West Bancorporation | Stock-Other | 3.00% | -0.38% | -3.29% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.76% | -0.28% | +926.41% | |
| 4 | ANETEUR | Arista Networks Inc | Stock-Other | 1.91% | — | +1.54% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.24% | -7.89% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.72% | -0.29% | +0.46% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | -0.10% | +0.07% | |
| 8 | ETN | Eaton Corporation plc | Stock-Industrials | 1.65% | -0.03% | -0.11% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.63% | +0.08% | -1.59% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.51% | +0.46% | +0.17% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.49% | -0.48% | +0.08% | |
| 12 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.38% | +0.83% | +0.16% | |
| 13 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.34% | -0.17% | — | |
| 14 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.29% | +0.12% | — | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.27% | -0.25% | +0.45% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.21% | -0.17% | -0.18% | |
| 17 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.20% | +0.18% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | -0.10% | +0.15% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.15% | +0.94% | -0.11% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.14% | -1.20% | +0.65% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.07% | +0.20% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.11% | +0.49% | — | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 1.10% | -0.12% | -5.02% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.04% | -0.24% | -0.13% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | +0.22% | +0.18% | |
| 26 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.03% | -0.31% | -0.53% | |
| 27 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.02% | -0.02% | +0.04% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.01% | -0.02% | -0.06% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.09% | — | |
| 30 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.98% | +0.08% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.11% | -0.06% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.94% | -0.07% | +1.15% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.93% | — | +0.20% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.93% | +0.08% | -0.25% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.92% | -0.08% | -0.20% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.91% | +0.04% | — | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.90% | +0.25% | — | |
| 38 | FSLR | First Solar Inc | Stock-Tech | 0.89% | — | +0.23% | |
| 39 | EQIX | Equinix Inc | Stock-Real Estate | 0.87% | -0.09% | +0.44% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.87% | -0.05% | — | |
| 41 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.87% | +0.03% | +100.00% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.86% | -0.06% | -1.85% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.85% | +0.22% | — | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.84% | -0.08% | -0.27% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | — | -5.08% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.30% | +0.19% | |
| 47 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.82% | -0.16% | -1.13% | |
| 48 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.81% | -0.10% | +0.30% | |
| 49 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.79% | -0.12% | +0.11% | |
| 50 | BLKCHF | Blackrock Inc | Stock-Other | 0.79% | — | -0.51% |
According to official SEC Form 13F filings, Legacy Bridge, LLC reported a total U.S. public equity portfolio value of $323.8M across 293 disclosed positions in Q3 2024.
During Q3 2024, Legacy Bridge, LLC's top holdings by market value included NVDA (3.5%)、WTBA (3.0%)、AVGO (2.8%). The largest single position, NVDA, represented 3.5% of total portfolio value.
In Q3 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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