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CIK: 0001689144
Total reported value
$323.8M
$323.8M
312 檔
14.0%
As reported in its official Q3 2025 Form 13F filing, Legacy Bridge, LLC's tracked investment portfolio stood at $323.8M with 312 total positions.
Legacy Bridge, LLC executed strategic sector rebalancing during Q3 2025, establishing 23 new positions while fully exiting 11 holdings and trimming 74 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, PLTR, AVGO) accounted for 14.0% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 312 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.79% | -0.69% | +0.81% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.45% | -1.20% | +1.77% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.07% | -0.28% | -0.85% | |
| 4 | GEV | GE Vernova Inc | Stock-Industrials | 2.94% | +0.22% | +0.64% | |
| 5 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 2.58% | +0.83% | — | |
| 6 | ANET | Arista Networks Inc | Stock-Tech | 2.32% | +0.24% | — | |
| 7 | WTBA | West Bancorporation | Stock-Other | 2.15% | -0.38% | -1.97% | |
| 8 | CLS | Celestica Inc | Stock-Tech | 1.90% | +0.07% | -0.85% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.24% | +3.95% | |
| 10 | OKLO | Oklo Inc | Stock-Utilities | 1.77% | -0.11% | +1.39% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.29% | +0.45% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | -0.10% | +3.69% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.54% | -0.48% | -0.14% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.48% | -0.03% | -0.65% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.43% | +0.46% | -0.96% | |
| 16 | LEU | Centrus Energy Corp-class A | Stock-Energy | 1.33% | -0.16% | +0.53% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.28% | +0.22% | -1.32% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.11% | +0.31% | |
| 19 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.20% | +0.18% | -21.75% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.08% | +2.19% | |
| 21 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.10% | — | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.09% | -1.82% | |
| 23 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.03% | -0.17% | -0.78% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.25% | +0.19% | |
| 25 | PH | Parker Hannifin CORP | Stock-Industrials | 1.00% | -0.12% | -0.72% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | — | -0.66% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.96% | +0.04% | +0.40% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.95% | +0.49% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.10% | +0.18% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | -0.02% | +0.96% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.86% | -0.07% | -0.12% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.84% | -0.07% | +0.32% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.17% | -1.60% | |
| 34 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.82% | +0.03% | -0.98% | |
| 35 | NBIS | Nebius Group N.V. | Stock-Other | 0.82% | +0.91% | +2910.34% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.81% | +0.25% | — | |
| 37 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.78% | -0.31% | -0.15% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.78% | -0.08% | +1.20% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.76% | -0.08% | -0.74% | |
| 40 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.76% | -0.01% | +0.30% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.76% | -0.06% | +0.53% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.75% | -0.24% | -1.37% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.71% | -0.10% | -1.47% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.69% | -0.05% | — | |
| 45 | NFG | National Fuel Gas Co | Stock-Energy | 0.68% | -0.20% | +0.72% | |
| 46 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.68% | +0.35% | -0.91% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | +0.08% | -2.01% | |
| 48 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.67% | -0.12% | -0.90% | |
| 49 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.67% | +0.08% | — | |
| 50 | VLO | Valero Energy CORP | Stock-Energy | 0.67% | -0.13% | -0.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.7% | +1.77% | Add |
| 2 | STRL | Sterling Infrastructure Inc | +1.4% | — | Trim |
| 3 | AVGO | Broadcom Inc | +1.4% | -0.85% | Add |
| 4 | OKLO | Oklo Inc | +1.3% | +1.39% | Add |
| 5 | NVDA | Nvidia CORP | +1.3% | +0.81% | Add |
| 6 | CLS | Celestica Inc | +1.1% | -0.85% | Trim |
| 7 | GEV | GE Vernova Inc | +1% | +0.64% | Add |
| 8 | LEU | Centrus Energy Corp-class A | +1% | +0.53% | Trim |
| 9 | ANET | Arista Networks Inc | +0.7% | — | Unchanged |
| 10 | ✓ | On Holding AG | +0.4% | +2739.10% | Add |
| 11 | IONQ | Ionq Inc | +0.3% | +4175.93% | Add |
| 12 | AVAV | Aerovironment Inc | +0.3% | +0.15% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.32% | Trim |
| 14 | VRT | Vertiv Holdings Co-a | +0.3% | -21.75% | Trim |
| 15 | CAT | Caterpillar Inc | +0.2% | -0.96% | Add |
| 16 | CCJ | Cameco CORP | +0.2% | — | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.66% | Trim |
| 18 | MSFT | Microsoft CORP | +0.1% | +3.95% | Add |
| 19 | VST | Vistra CORP | +0.1% | -0.26% | Trim |
| 20 | AXON | Axon Enterprise Inc | +0.1% | — | Add |
| 21 | TEM | Tempus Ai Inc-cl A | +0.1% | -0.12% | Add |
| 22 | AMD | Advanced Micro Devices | +0.1% | +85.80% | Add |
| 23 | HPE | Hewlett Packard Enterprise | +0.1% | -0.91% | Trim |
| 24 | NXT | Nextpower Inc-cl A | +0.1% | -0.97% | Trim |
| 25 | ALAB | Astera Labs Inc | +0.1% | +442.11% | Add |
| 26 | SNOW | Snowflake Inc | +0.1% | — | Add |
| 27 | NU | Nu Holdings Ltd. | +0.1% | -0.20% | Trim |
| 28 | ASML | ASML Holding N.V. | 0% | — | Trim |
| 29 | NFLX | Netflix Inc | 0% | +1.13% | Add |
| 30 | IAU | Ishares Gold Trust | 0% | — | Add |
| 31 | ETN | Eaton Corporation plc | 0% | -0.65% | Trim |
| 32 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +0.53% | Add |
| 34 | VTV | Vanguard Value ETF | 0% | +758.73% | Add |
| 35 | MU | Micron Technology Inc | 0% | +1.23% | Add |
| 36 | META | Meta Platforms Inc-class A | 0% | +10.25% | Add |
| 37 | ORCL | Oracle CORP | 0% | +0.96% | Add |
| 38 | TSLA | Tesla Inc | 0% | +38.57% | Add |
| 39 | BX | Blackstone Inc | 0% | — | Add |
| 40 | VBK | Vanguard Small-cap Grwth ETF | 0% | +43.43% | Add |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 0% | +3.32% | Add |
| 42 | COF | Capital One Financial CORP | 0% | +1.14% | Add |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +88.53% | Add |
| 44 | JNJ | Johnson & Johnson | — | -1.82% | Trim |
| 45 | IVW | Ishares S&p 500 Growth ETF | — | — | Unchanged |
| 46 | NTRS | Northern Trust CORP | — | — | Unchanged |
| 47 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 48 | VBR | Vanguard Small-cap Value ETF | — | +20.77% | Add |
| 49 | ULTA | Ulta Beauty Inc | — | — | Trim |
| 50 | QQQ | Invesco Qqq Trust Series 1 | — | +4.41% | Add |
According to official SEC Form 13F filings, Legacy Bridge, LLC reported a total U.S. public equity portfolio value of $323.8M across 312 disclosed positions in Q3 2025.
During Q3 2025, Legacy Bridge, LLC's top holdings by market value included NVDA (4.8%)、PLTR (4.5%)、AVGO (4.1%). The largest single position, NVDA, represented 4.8% of total portfolio value.
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Top New Position Initiated
NBIS
市值: $2.0M
Top Position Liquidated / Trimmed
VRTX
前期市值: $1.1M
In Q3 2025, Legacy Bridge, LLC made 165 total portfolio adjustments, initiating 23 new buys, adding to 57 positions, trimming 74 holdings, and fully liquidating 11 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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