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CIK: 0001689144
Total reported value
$323.8M
$323.8M
303 檔
11.4%
At the close of Q2 2025, Legacy Bridge, LLC disclosed equity holdings valued at approximately $323.8M, spread across 303 reported holdings.
During Q2 2025, 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, AVGO, PLTR) accounted for 11.4% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.58% | -0.69% | +5.33% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.91% | -0.28% | +4.06% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.73% | -1.20% | -1.67% | |
| 4 | GEV | GE Vernova Inc | Stock-Industrials | 2.86% | +0.22% | +2.10% | |
| 5 | WTBA | West Bancorporation | Stock-Other | 2.42% | -0.38% | -1.14% | |
| 6 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 2.00% | +0.83% | -2.54% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | -0.24% | -0.13% | |
| 8 | ANET | Arista Networks Inc | Stock-Tech | 1.86% | +0.24% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.76% | -0.29% | +4.95% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | -0.10% | +1.12% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.67% | -0.48% | -0.58% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.62% | -0.03% | — | |
| 13 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.49% | +0.18% | +3.39% | |
| 14 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.45% | — | +7.91% | |
| 15 | CLS | Celestica Inc | Stock-Tech | 1.39% | +0.07% | — | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.34% | +0.46% | +4.30% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | +0.08% | +4.27% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.11% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.25% | -0.25% | -0.19% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.20% | +0.22% | +0.09% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.09% | -0.01% | |
| 22 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.17% | -0.17% | -4.47% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | +0.49% | -0.22% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.06% | -0.12% | -0.78% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.05% | -0.24% | — | |
| 26 | OKLO | Oklo Inc | Stock-Utilities | 1.00% | -0.11% | +2.89% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.98% | +0.04% | -0.04% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.98% | -0.08% | -0.47% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.10% | +0.28% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | -0.07% | +2.69% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.91% | -0.02% | -3.94% | |
| 32 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.89% | -0.16% | -0.96% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.85% | -0.17% | -0.32% | |
| 34 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.82% | -0.31% | — | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.82% | -0.08% | +0.00% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.82% | -0.06% | +1.38% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | — | -1.03% | |
| 38 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.79% | +0.03% | -1.92% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.79% | -0.07% | -6.30% | |
| 40 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.78% | -0.12% | -2.79% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.77% | +0.25% | -3.36% | |
| 42 | NDAQ | Nasdaq Inc | Stock-Financials | 0.77% | -0.14% | — | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.75% | +0.08% | -2.18% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.74% | -0.10% | -0.93% | |
| 45 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.74% | -0.26% | -5.34% | |
| 46 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.73% | +0.08% | -3.42% | |
| 47 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.73% | -0.01% | — | |
| 48 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.71% | -0.21% | — | |
| 49 | NFG | National Fuel Gas Co | Stock-Energy | 0.71% | -0.20% | — | |
| 50 | VST | Vistra CORP | Stock-Utilities | 0.71% | -0.07% | -2.10% |
According to official SEC Form 13F filings, Legacy Bridge, LLC reported a total U.S. public equity portfolio value of $323.8M across 303 disclosed positions in Q2 2025.
During Q2 2025, Legacy Bridge, LLC's top holdings by market value included NVDA (4.6%)、AVGO (3.9%)、PLTR (3.7%). The largest single position, NVDA, represented 4.6% of total portfolio value.
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In Q2 2025, 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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