Legacy Bridge, LLC Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$210.7B
Holdings
303
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (303 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 61,144 | $9.7B | 4.58% | |
| 2 | AVGOBROADCOM INC | 29,916 | $8.2B | 3.91% | |
| 3 | PLTRPALANTIR TECHNOLOGIES INC | 57,605 | $7.9B | 3.73% | |
| 4 | GEVGE VERNOVA INC | 11,405 | $6.0B | 2.86% | |
| 5 | WTBAWEST BANCORPORATION INC | 259,501 | $5.1B | 2.42% | |
| 6 | STRLSTERLING INFRASTRUCTURE INC | 18,261 | $4.2B | 2.00% | |
| 7 | MSFTMICROSOFT CORP | 7,920 | $3.9B | 1.87% | |
| 8 | ANETARISTA NETWORKS INC | 38,294 | $3.9B | 1.86% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,615 | $3.7B | 1.76% | |
| 10 | AMZNAMAZON COM INC | 16,765 | $3.7B | 1.75% | |
| 11 | WMTWALMART INC | 36,013 | $3.5B | 1.67% | |
| 12 | ETNEATON CORP PLC | 9,588 | $3.4B | 1.62% | |
| 13 | VRTVERTIV HOLDINGS CO | 24,373 | $3.1B | 1.49% | |
| 14 | AXONAXON ENTERPRISE INC | 3,684 | $3.1B | 1.45% | |
| 15 | CLSCELESTICA INC | 18,735 | $2.9B | 1.39% | |
| 16 | CATCATERPILLAR INC | 7,272 | $2.8B | 1.34% | |
| 17 | LLYELI LILLY & CO | 3,611 | $2.8B | 1.34% | |
| 18 | JPMJPMORGAN CHASE & CO. | 9,115 | $2.6B | 1.25% | |
| 19 | COSTCOSTCO WHSL CORP NEW | 2,658 | $2.6B | 1.25% | |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,178 | $2.5B | 1.20% | |
| 21 | JCIJOHNSON CTLS INTL PLC | 23,672 | $2.5B | 1.19% | |
| 22 | PREFPRINCIPAL EXCHANGE TRADED FD | 130,360 | $2.5B | 1.17% | |
| 23 | PANWPALO ALTO NETWORKS INC | 11,259 | $2.3B | 1.09% | |
| 24 | PHPARKER-HANNIFIN CORP | 3,194 | $2.2B | 1.06% | |
| 25 | ISRGINTUITIVE SURGICAL INC | 4,090 | $2.2B | 1.05% | |
| 26 | OKLOOKLO INC | 37,520 | $2.1B | 1.00% | |
| 27 | IWOISHARES TR | 7,203 | $2.1B | 0.98% | |
| 28 | DEDEERE & CO | 4,047 | $2.1B | 0.98% | |
| 29 | HDHOME DEPOT INC | 5,432 | $2.0B | 0.95% | |
| 30 | VEAVANGUARD TAX-MANAGED FDS | 33,704 | $1.9B | 0.91% | |
| 31 | IWMISHARES TR | 8,894 | $1.9B | 0.91% | |
| 32 | LEUCENTRUS ENERGY CORP | 10,279 | $1.9B | 0.89% | |
| 33 | LOWLOWES COS INC | 8,110 | $1.8B | 0.85% | |
| 34 | TSCOTRACTOR SUPPLY CO | 32,890 | $1.7B | 0.82% | |
| 35 | VXUSVANGUARD STAR FDS | 25,059 | $1.7B | 0.82% | |
| 36 | IWRISHARES TR | 18,694 | $1.7B | 0.82% | |
| 37 | GOOGALPHABET INC | 9,630 | $1.7B | 0.81% | |
| 38 | WSMWILLIAMS SONOMA INC | 10,196 | $1.7B | 0.79% | |
| 39 | AAPLAPPLE INC | 8,092 | $1.7B | 0.79% | |
| 40 | FQIDIGITAL RLTY TR INC | 9,420 | $1.6B | 0.78% | |
| 41 | ASMLASML HOLDING N V | 2,016 | $1.6B | 0.77% | |
| 42 | NDAQNASDAQ INC | 18,060 | $1.6B | 0.77% | |
| 43 | QCOMQUALCOMM INC | 9,940 | $1.6B | 0.75% | |
| 44 | BLKBLACKROCK INC | 1,492 | $1.6B | 0.74% | |
| 45 | TMUST-MOBILE US INC | 6,560 | $1.6B | 0.74% | |
| 46 | NXPINXP SEMICONDUCTORS N V | 7,041 | $1.5B | 0.73% | |
| 47 | BKBANK NEW YORK MELLON CORP | 16,788 | $1.5B | 0.73% | |
| 48 | BSXBOSTON SCIENTIFIC CORP | 14,023 | $1.5B | 0.71% | |
| 49 | NFGNATIONAL FUEL GAS CO | 17,667 | $1.5B | 0.71% | |
| 50 | VSTVISTRA CORP | 7,710 | $1.5B | 0.71% | |
| 51 | IEIINSIGHT ENTERPRISES INC | 10,815 | $1.5B | 0.71% | |
| 52 | IWNISHARES TR | 9,430 | $1.5B | 0.71% | |
| 53 | XOMEXXON MOBIL CORP | 13,713 | $1.5B | 0.70% | |
| 54 | IWSISHARES TR | 10,781 | $1.4B | 0.68% | |
| 55 | EQIXEQUINIX INC | 1,734 | $1.4B | 0.65% | |
| 56 | EFAISHARES TR | 15,409 | $1.4B | 0.65% | |
| 57 | HPEHEWLETT PACKARD ENTERPRISE C | 66,940 | $1.4B | 0.65% | |
| 58 | SCHMSCHWAB STRATEGIC TR | 47,021 | $1.3B | 0.63% | |
| 59 | IEMGISHARES INC | 21,807 | $1.3B | 0.62% | |
| 60 | FCXFREEPORT-MCMORAN INC | 30,112 | $1.3B | 0.62% | |
| 61 | PWRQUANTA SVCS INC | 3,442 | $1.3B | 0.62% | |
| 62 | METAMETA PLATFORMS INC | 1,736 | $1.3B | 0.61% | |
| 63 | VLOVALERO ENERGY CORP | 9,442 | $1.3B | 0.60% | |
| 64 | CVXCHEVRON CORP NEW | 8,858 | $1.3B | 0.60% | |
| 65 | DWDMORGAN STANLEY | 8,918 | $1.3B | 0.60% | |
| 66 | SYKSTRYKER CORPORATION | 2,886 | $1.1B | 0.54% | |
| 67 | JPXAEROVIRONMENT INC | 4,001 | $1.1B | 0.54% | |
| 68 | NOWSERVICENOW INC | 1,098 | $1.1B | 0.54% | |
| 69 | GEHCGE HEALTHCARE TECHNOLOGIES I | 15,200 | $1.1B | 0.53% | |
| 70 | FITBFIFTH THIRD BANCORP | 26,782 | $1.1B | 0.52% | |
| 71 | SNOWSNOWFLAKE INC | 4,913 | $1.1B | 0.52% | |
| 72 | DHRDANAHER CORPORATION | 5,368 | $1.1B | 0.50% | |
| 73 | VRTXVERTEX PHARMACEUTICALS INC | 2,332 | $1.0B | 0.49% | |
| 74 | JJACOBS SOLUTIONS INC | 7,799 | $1.0B | 0.49% | |
| 75 | NUNU HLDGS LTD | 68,790 | $943.8M | 0.45% | |
| 76 | VWOVANGUARD INTL EQUITY INDEX F | 18,833 | $931.5M | 0.44% | |
| 77 | XBISPDR SERIES TRUST | 10,909 | $904.7M | 0.43% | |
| 78 | TMOTHERMO FISHER SCIENTIFIC INC | 2,186 | $886.3M | 0.42% | |
| 79 | IWPISHARES TR | 6,309 | $874.9M | 0.42% | |
| 80 | CCOCAMECO CORP | 11,408 | $846.8M | 0.40% | |
| 81 | NEENEXTERA ENERGY INC | 12,165 | $844.5M | 0.40% | |
| 82 | INDAISHARES TR | 15,149 | $843.5M | 0.40% | |
| 83 | HRBBLOCK H & R INC | 15,265 | $837.9M | 0.40% | |
| 84 | JEPIJ P MORGAN EXCHANGE TRADED F | 14,646 | $832.7M | 0.40% | |
| 85 | MDLZMONDELEZ INTL INC | 12,008 | $809.8M | 0.38% | |
| 86 | CTRECARETRUST REIT INC | 25,927 | $793.4M | 0.38% | |
| 87 | TEMTEMPUS AI INC | 12,240 | $777.7M | 0.37% | |
| 88 | GSGOLDMAN SACHS GROUP INC | 1,098 | $777.1M | 0.37% | |
| 89 | FSLRFIRST SOLAR INC | 4,669 | $772.9M | 0.37% | |
| 90 | NXTNEXTRACKER INC | 13,400 | $728.6M | 0.35% | |
| 91 | PFEPFIZER INC | 29,908 | $725.0M | 0.34% | |
| 92 | UNPUNION PAC CORP | 3,145 | $723.6M | 0.34% | |
| 93 | PGPROCTER AND GAMBLE CO | 4,401 | $701.2M | 0.33% | |
| 94 | VOOVANGUARD INDEX FDS | 1,214 | $689.6M | 0.33% | |
| 95 | RIORIO TINTO PLC | 11,680 | $681.3M | 0.32% | |
| 96 | TJXTJX COS INC NEW | 5,423 | $669.7M | 0.32% | |
| 97 | VTWOVANGUARD SCOTTSDALE FDS | 7,552 | $658.7M | 0.31% | |
| 98 | SCHFSCHWAB STRATEGIC TR | 29,376 | $649.2M | 0.31% | |
| 99 | TMTOYOTA MOTOR CORP | 3,726 | $641.8M | 0.30% | |
| 100 | IJHISHARES TR | 10,263 | $636.5M | 0.30% |
Page 1 of 4Next