Legacy Bridge, LLC
CIK: 0001689144SEC EDGAR →
Portfolio Value
$246.4M
Holdings
464
As of
Q4 2025
New Positions
14
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 64,458 | $12.0M | 4.88% |
| 2 | PALANTIR TECHNOLOGIES INC | 58,812 | $10.5M | 4.24% |
| 3 | GE VERNOVA INC | 11,495 | $7.5M | 3.05% |
| 4 | BROADCOM INC | 21,683 | $7.5M | 3.05% |
| 5 | STERLING INFRASTRUCTURE INC | 18,438 | $5.6M | 2.29% |
| 6 | WEST BANCORPORATION INC | 254,401 | $5.6M | 2.29% |
| 7 | CELESTICA INC | 18,487 | $5.5M | 2.22% |
| 8 | ARISTA NETWORKS INC | 38,387 | $5.0M | 2.04% |
| 9 | MICROSOFT CORP | 8,789 | $4.3M | 1.72% |
| 10 | CATERPILLAR INC | 7,365 | $4.2M | 1.71% |
Quarterly Changes
Top Buys
New Positions (162)
$56K · 481 shares
$50K · 1K shares
$34K · 218 shares
$27K · 103 shares
$26K · 5 shares
$25K · 696 shares
$23K · 300 shares
$22K · 75 shares
$21K · 128 shares
$17K · 67 shares
$17K · 699 shares
$17K · 297 shares
$15K · 390 shares
$15K · 295 shares
$15K · 77 shares
$15K · 13 shares
$15K · 264 shares
$15K · 375 shares
$14K · 1K shares
$14K · 116 shares
$13K · 16 shares
$12K · 27 shares
$12K · 129 shares
$11K · 143 shares
$11K · 63 shares
$11K · 56 shares
$11K · 40 shares
$11K · 65 shares
$11K · 154 shares
$10K · 44 shares
$10K · 8 shares
$10K · 24 shares
$10K · 58 shares
$10K · 40 shares
$9K · 81 shares
$9K · 228 shares
$9K · 32 shares
$9K · 32 shares
$9K · 70 shares
$9K · 134 shares
$9K · 536 shares
$8K · 154 shares
$8K · 36 shares
$8K · 75 shares
$8K · 99 shares
$8K · 13 shares
$8K · 25 shares
$8K · 10 shares
$8K · 61 shares
$8K · 28 shares
$7K · 54 shares
$7K · 45 shares
$7K · 34 shares
$7K · 1K shares
$7K · 169 shares
$6K · 11 shares
$6K · 18 shares
$6K · 122 shares
$6K · 2 shares
$6K · 56 shares
$5K · 26 shares
$5K · 12 shares
$5K · 364 shares
$5K · 146 shares
$5K · 34 shares
$5K · 19 shares
$5K · 149 shares
$5K · 20 shares
$5K · 14 shares
$5K · 67 shares
$5K · 193 shares
$5K · 44 shares
$5K · 59 shares
$4K · 19 shares
$4K · 42 shares
$4K · 11 shares
$4K · 38 shares
$4K · 17 shares
$4K · 21 shares
$4K · 24 shares
$4K · 119 shares
$4K · 45 shares
$4K · 30 shares
$4K · 63 shares
$4K · 14 shares
$4K · 47 shares
$4K · 22 shares
$3K · 63 shares
$3K · 38 shares
$3K · 12 shares
$3K · 126 shares
$3K · 18 shares
$3K · 16 shares
$3K · 46 shares
$3K · 6 shares
$3K · 41 shares
$3K · 4 shares
$3K · 57 shares
$3K · 17 shares
$3K · 8 shares
$3K · 20 shares
$3K · 34 shares
$3K · 13 shares
$3K · 43 shares
$3K · 15 shares
$2K · 46 shares
$2K · 23 shares
$2K · 278 shares
$2K · 34 shares
$2K · 67 shares
$2K · 11 shares
$2K · 17 shares
$2K · 15 shares
$2K · 21 shares
$2K · 6 shares
$2K · 16 shares
$2K · 43 shares
$2K · 25 shares
$2K · 36 shares
$2K · 217 shares
$2K · 22 shares
$2K · 147 shares
$2K · 4 shares
$2K · 55 shares
$2K · 21 shares
$1K · 54 shares
$1K · 21 shares
$1K · 5 shares
$1K · 107 shares
$1K · 10 shares
$1K · 29 shares
$1K · 6 shares
$1K · 8 shares
$1K · 14 shares
$1K · 7 shares
$1K · 16 shares
$1K · 7 shares
$1K · 18 shares
$1K · 11 shares
$1K · 97 shares
$1K · 3 shares
$1K · 14 shares
$1K · 7 shares
$1K · 5 shares
$1K · 16 shares
$1K · 8 shares
$0 · 1 shares
$0 · 1 shares
$0 · 46 shares
$0 · 6 shares
$0 · 4 shares
$0 · 4 shares
$0 · 1 shares
$0 · 1 shares
$0 · 15 shares
$0 · 2 shares
$0 · 1 shares
$0 · 10 shares
$0 · 2 shares
$0 · 8 shares
$0 · 3 shares
$0 · 4 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 64 | $70.3M | 28.6% |
| Financial Services | 151 | $61.2M | 24.9% |
| Industrials | 48 | $30.1M | 12.2% |
| Consumer Cyclical | 41 | $15.0M | 6.1% |
| Healthcare | 38 | $14.9M | 6.1% |
| Utilities | 14 | $12.7M | 5.2% |
| Communication Services | 12 | $9.8M | 4.0% |
| Energy | 21 | $9.3M | 3.8% |
| Consumer Defensive | 21 | $8.9M | 3.6% |
| Unknown | 24 | $8.6M | 3.5% |
| Basic Materials | 18 | $2.8M | 1.1% |
| Real Estate | 12 | $2.4M | 1.0% |