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CIK: 0001689144
Total reported value
$323.8M
$323.8M
319 檔
7.8%
According to the latest 13F quarterly dataset, Legacy Bridge, LLC managed an equity portfolio of $323.8M at the end of Q1 2025, spanning 319 distinct U.S. exchange-listed positions.
In Q1 2025, Legacy Bridge, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.51% | -0.69% | +6.75% | |
| 2 | WTBA | West Bancorporation | Stock-Other | 2.92% | -0.38% | -1.32% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.76% | -1.20% | +2.81% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.69% | -0.28% | +2.68% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.16% | -0.29% | +4.01% | |
| 6 | GEV | GE Vernova Inc | Stock-Industrials | 1.90% | +0.22% | +1.71% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 1.77% | -0.48% | +5.88% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | -0.10% | -1.70% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.24% | -0.26% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 1.66% | +0.24% | +3.71% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.60% | +0.08% | +2.21% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.45% | -0.03% | +3.79% | |
| 13 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.42% | -0.17% | +2.78% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.41% | -0.25% | +0.15% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.28% | +0.46% | -2.46% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.11% | +6.80% | |
| 17 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.18% | +0.83% | +5.76% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.13% | -0.24% | +4.07% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | -0.10% | +1.59% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.09% | -0.12% | — | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.07% | +0.49% | -6.93% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.07% | -0.07% | -3.34% | |
| 23 | DE | Deere & Co | Stock-Industrials | 1.06% | -0.08% | +1.75% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.06% | -0.17% | -0.84% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.09% | +0.01% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | +0.22% | +0.95% | |
| 27 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.03% | -0.26% | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.03% | -0.02% | +8.42% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.03% | +0.04% | +20.00% | |
| 30 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.01% | -0.31% | — | |
| 31 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.00% | — | +46.84% | |
| 32 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.95% | +0.18% | +4.04% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.93% | -0.07% | -0.46% | |
| 34 | NSIT | Insight Enterprises Inc | Stock-Tech | 0.92% | +0.12% | -0.90% | |
| 35 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.92% | +0.03% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.30% | +2.69% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.88% | -0.06% | +2.22% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.08% | — | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.87% | -0.08% | +19.28% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | — | +5.19% | |
| 41 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.84% | -0.02% | -3.13% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.25% | +2.31% | |
| 43 | CLS | Celestica Inc | Stock-Tech | 0.82% | +0.07% | +1.85% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.82% | -0.05% | — | |
| 45 | EQIX | Equinix Inc | Stock-Real Estate | 0.82% | -0.09% | -1.91% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.80% | -0.10% | -2.90% | |
| 47 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.79% | -0.21% | — | |
| 48 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.79% | -0.01% | +2.82% | |
| 49 | NFG | National Fuel Gas Co | Stock-Energy | 0.78% | -0.20% | +0.04% | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.77% | -0.12% | +6.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | WTBA | West Bancorporation | — | NEW | New buy |
| 3 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 4 | AVGO | Broadcom Inc | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | GEV | GE Vernova Inc | — | NEW | New buy |
| 7 | WMT | Walmart Inc | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | ANET | Arista Networks Inc | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 13 | PREF | Pri Spe Pre Sec Acti-usd Inc | — | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 15 | CAT | Caterpillar Inc | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | STRL | Sterling Infrastructure Inc | — | NEW | New buy |
| 18 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 19 | HD | Home Depot Inc | — | NEW | New buy |
| 20 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 21 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 22 | AAPL | Apple Inc | — | NEW | New buy |
| 23 | DE | Deere & Co | — | NEW | New buy |
| 24 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 25 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 26 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 27 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 28 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 29 | IWO | Ishares Russell 2000 Growth | — | NEW | New buy |
| 30 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 31 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 32 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 33 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 34 | NSIT | Insight Enterprises Inc | — | NEW | New buy |
| 35 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 36 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 37 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 38 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 39 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 40 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 41 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 42 | CVX | Chevron CORP | — | NEW | New buy |
| 43 | CLS | Celestica Inc | — | NEW | New buy |
| 44 | IWN | Ishares Russell 2000 Value E | — | NEW | New buy |
| 45 | EQIX | Equinix Inc | — | NEW | New buy |
| 46 | BLK | Blackrock Inc | — | NEW | New buy |
| 47 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 48 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 49 | NFG | National Fuel Gas Co | — | NEW | New buy |
| 50 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Legacy Bridge, LLC reported a total U.S. public equity portfolio value of $323.8M across 319 disclosed positions in Q1 2025.
During Q1 2025, Legacy Bridge, LLC's top holdings by market value included NVDA (3.5%)、WTBA (2.9%)、PLTR (2.8%). The largest single position, NVDA, represented 3.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, WTBA, PLTR) accounted for 7.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $6.3M
In Q1 2025, Legacy Bridge, LLC made 200 total portfolio adjustments, initiating 200 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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