13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001689144
Total reported value
$323.8M
$323.8M
464 檔
13.3%
The Q4 2025 SEC filing reveals that Legacy Bridge, LLC held a total portfolio value of $323.8M, covering 464 public equity positions.
In Q4 2025, Legacy Bridge, LLC displayed an active expansion posture, initiating 36 new positions and adding to 103 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, PLTR, GEV) accounted for 13.3% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 464 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.88% | -0.69% | +4.57% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.24% | -1.20% | +0.32% | |
| 3 | GEV | GE Vernova Inc | Stock-Industrials | 3.05% | +0.22% | +0.15% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.05% | -0.28% | -26.90% | |
| 5 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 2.29% | +0.83% | +0.97% | |
| 6 | WTBA | West Bancorporation | Stock-Other | 2.29% | -0.38% | — | |
| 7 | CLS | Celestica Inc | Stock-Tech | 2.22% | +0.07% | -0.47% | |
| 8 | ANET | Arista Networks Inc | Stock-Tech | 2.04% | +0.24% | +0.24% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.24% | +6.75% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.71% | +0.46% | +2.26% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.10% | +4.86% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.68% | +0.08% | +4.66% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.67% | -0.48% | +2.84% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.61% | -0.29% | +3.31% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.38% | +0.22% | +1.54% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | — | +5.40% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.11% | +5.62% | |
| 18 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.25% | +0.18% | -0.13% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.23% | -0.03% | +0.02% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.09% | -0.36% | |
| 21 | PH | Parker Hannifin CORP | Stock-Industrials | 1.12% | -0.12% | -0.76% | |
| 22 | OKLO | Oklo Inc | Stock-Utilities | 1.11% | -0.11% | +0.24% | |
| 23 | LEU | Centrus Energy Corp-class A | Stock-Energy | 1.03% | -0.16% | +1.24% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.02% | -0.07% | +14.49% | |
| 25 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.97% | -0.17% | -2.89% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.96% | +0.04% | +1.38% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.95% | -0.24% | +1.93% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.25% | +0.45% | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 0.89% | +0.25% | +2.23% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | -0.02% | -0.72% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.85% | -0.07% | -0.54% | |
| 32 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.84% | — | -0.84% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.84% | +0.49% | -0.20% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | -0.02% | +32.06% | |
| 35 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.83% | -0.01% | +4.50% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.10% | +4.54% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.78% | -0.08% | +0.02% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.17% | -0.81% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.74% | -0.08% | -1.89% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.73% | -0.06% | -0.37% | |
| 41 | NDAQ | Nasdaq Inc | Stock-Financials | 0.72% | -0.14% | +1.08% | |
| 42 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.72% | +0.03% | -1.73% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.69% | -0.05% | -1.01% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.08% | +0.42% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.30% | +1.49% | |
| 46 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.66% | -0.31% | -1.07% | |
| 47 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.65% | +0.35% | +0.26% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.64% | +0.02% | -0.57% | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.63% | -0.10% | -1.43% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.63% | -0.05% | +1.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.6% | +552.92% | Add |
| 2 | AMD | Advanced Micro Devices | +0.5% | +443.43% | Add |
| 3 | IXUS | Ishares Core Intl Stock ETF | +0.5% | +605.17% | Add |
| 4 | LLY | Eli Lilly & Co | +0.5% | +4.66% | Add |
| 5 | CLS | Celestica Inc | +0.3% | -0.47% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +5.40% | Add |
| 7 | CAT | Caterpillar Inc | +0.3% | +2.26% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +32.06% | Add |
| 9 | ISRG | Intuitive Surgical Inc | +0.2% | +1.93% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +14.49% | Add |
| 11 | WTBA | West Bancorporation | +0.1% | — | Unchanged |
| 12 | FCX | Freeport-mcmoran Inc | +0.1% | +1.75% | Add |
| 13 | WMT | Walmart Inc | +0.1% | +2.84% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +23.33% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +4.86% | Add |
| 16 | PH | Parker Hannifin CORP | +0.1% | -0.76% | Trim |
| 17 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +8.08% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +0.15% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.54% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +4.57% | Add |
| 21 | ASML | ASML Holding N.V. | +0.1% | +2.23% | Add |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | Unchanged |
| 23 | JNJ | Johnson & Johnson | +0.1% | -0.36% | Trim |
| 24 | BNY | Bank Of New York Mellon CORP | +0.1% | +4.50% | Add |
| 25 | NXT | Nextpower Inc-cl A | +0.1% | +1.51% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +5.62% | Add |
| 27 | RIO | Rio Tinto Plc-spon Adr | +0.1% | — | Unchanged |
| 28 | VRT | Vertiv Holdings Co-a | +0.1% | -0.13% | Trim |
| 29 | NDAQ | Nasdaq Inc | +0.1% | +1.08% | Add |
| 30 | MS | Morgan Stanley | +0.1% | -0.57% | Trim |
| 31 | DHR | Danaher CORP | +0.1% | -0.62% | Trim |
| 32 | FITB | Fifth Third Bancorp | 0% | +6.32% | Add |
| 33 | XOM | Exxon Mobil CORP | 0% | +1.49% | Add |
| 34 | GS | Goldman Sachs Group Inc | 0% | +1.91% | Add |
| 35 | META | Meta Platforms Inc-class A | 0% | +19.17% | Add |
| 36 | CCJ | Cameco CORP | 0% | +0.88% | Add |
| 37 | SCHF | Schwab Intl Equity ETF | 0% | +9.26% | Add |
| 38 | TSLA | Tesla Inc | 0% | +178.35% | Add |
| 39 | GEHC | GE Healthcare Technology | 0% | -0.77% | Trim |
| 40 | TM | Toyota Motor CORP -spon Adr | 0% | — | Unchanged |
| 41 | PWR | Quanta Services Inc | 0% | +3.77% | Add |
| 42 | TJX | Tjx Companies Inc | 0% | +3.23% | Add |
| 43 | WFC | Wells Fargo & Co | 0% | +3.02% | Add |
| 44 | NEE | Nextera Energy Inc | 0% | +0.82% | Add |
| 45 | V | Visa Inc-class A Shares | 0% | +3050.00% | Add |
| 46 | GE | General Electric | 0% | +3375.00% | Add |
| 47 | AMAT | Applied Materials Inc | 0% | +870.59% | Add |
| 48 | SGOL | Abrdn Physical Gold Shares | 0% | — | Unchanged |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +3.31% | Add |
| 50 | VEA | Vanguard Ftse Developed ETF | 0% | -0.54% | Trim |
According to official SEC Form 13F filings, Legacy Bridge, LLC reported a total U.S. public equity portfolio value of $323.8M across 464 disclosed positions in Q4 2025.
During Q4 2025, Legacy Bridge, LLC's top holdings by market value included NVDA (4.9%)、PLTR (4.2%)、GEV (3.0%). The largest single position, NVDA, represented 4.9% 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.
Top New Position Initiated
C
市值: $56.1K
Top Position Liquidated / Trimmed
IBDQ
前期市值: $73.2K
In Q4 2025, Legacy Bridge, LLC made 174 total portfolio adjustments, initiating 36 new buys, adding to 103 positions, trimming 31 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.