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Livermore
Livermore
ZHEN

Legacy Bridge, LLC

SEC CIK
0001689144
Latest filing
Aug 13, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Apr 28, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
306
−5 vs. Q4 2021
Portfolio value
$171.2M
−$20.8M (−10.8%) vs. Q4 2021
Filed
Apr 28, 2022
SEC
Holdings of Legacy Bridge, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
WTBAWest Bancorporation IncCAP STK327,979$8.92M5.2%−129,150−28.3%ReducedHistory
AAPLApple Inc.Stock20,148$3.52M2.1%−1,100−5.2%ReducedHistory
MSFTMicrosoft CorpStock9,017$2.78M1.6%−460−4.9%ReducedHistory
Vanguard Star FDS921909768VG TL INTL STK F46,099$2.75M1.6%−1,175−2.5%Reduced–
AMDAdvanced Micro Devices IncStock23,229$2.54M1.5%+4,072+21.3%AddedHistory
Flexshares Tr33939L506IBOXX 3R TARGT98,028$2.54M1.5%00.0%Unchanged–
NVDANVIDIA CorpStock9,019$2.46M1.4%−381−4.1%ReducedHistory
AVGOBroadcom Inc.Stock3,612$2.27M1.3%−15−0.4%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF26,090$2.25M1.3%−105−0.4%Reduced–
iShares Tr464287630RUS 2000 VAL ETF13,305$2.15M1.3%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM31,910$1.96M1.1%00.0%Unchanged–
RTXRTX CorpStock19,625$1.94M1.1%−711−3.5%ReducedHistory
DEDeere & CoStock4,585$1.90M1.1%−195−4.1%ReducedHistory
BACBank of America CorpStock44,455$1.83M1.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock3,526$1.80M1.1%00.0%UnchangedHistory
TGTTarget CorpStock8,469$1.80M1.0%−1,504−15.1%ReducedHistory
COSTCostco Wholesale CorpStock3,020$1.74M1.0%−20−0.7%ReducedHistory
GOOGAlphabet Inc.Stock613$1.71M1.0%−30−4.7%ReducedHistory
RHIRobert Half Inc.COM14,762$1.69M1.0%−2,613−15.0%ReducedHistory
DHRDanaher CorpStock5,699$1.67M1.0%−95−1.6%ReducedHistory
ABBVAbbVie Inc.Stock10,222$1.66M1.0%00.0%UnchangedHistory
Innovator ETFs Tr II S&P High45783Y822ETF75,865$1.65M1.0%−250−0.3%Reduced–
BMYBristol Myers Squibb CoStock22,263$1.63M0.9%00.0%UnchangedHistory
EQIXEquinix IncCOM2,189$1.62M0.9%−30−1.4%ReducedHistory
JCIJohnson Controls International plcStock24,540$1.61M0.9%−100−0.4%ReducedHistory
CCICrown Castle Inc.REIT8,715$1.61M0.9%−120−1.4%ReducedHistory
WMTWalmart Inc.Stock10,738$1.60M0.9%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT6,336$1.59M0.9%−85−1.3%ReducedHistory
iShares Russell 2000 ETF464287655ETF7,734$1.59M0.9%00.0%Unchanged–
HONHoneywell International IncCOM8,122$1.58M0.9%−100−1.2%ReducedHistory
iShares Russell Midcap ETF464287499ETF20,080$1.57M0.9%−75−0.4%Reduced–
ANETArista Networks, Inc.COM11,240$1.56M0.9%00.0%UnchangedHistory
LOWLowes Companies IncStock7,710$1.56M0.9%00.0%UnchangedHistory
HDHome Depot, Inc.Stock5,123$1.53M0.9%−220−4.1%ReducedHistory
DLRDigital Realty Trust, Inc.COM10,595$1.50M0.9%−150−1.4%ReducedHistory
CATCaterpillar IncStock6,660$1.48M0.9%00.0%UnchangedHistory
QCOMQualcomm IncStock9,542$1.46M0.9%−100−1.0%ReducedHistory
PANWPalo Alto Networks IncStock2,332$1.45M0.8%00.0%UnchangedHistory
iShares Russell 2000 Growth ETF464287648ETF5,613$1.44M0.8%00.0%Unchanged–
CVXChevron CorpStock8,754$1.43M0.8%−130−1.5%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF29,591$1.42M0.8%−500−1.7%Reduced–
NXPINXP Semiconductors N.V.COM7,660$1.42M0.8%00.0%UnchangedHistory
AMZNAmazon Com IncStock434$1.42M0.8%−3−0.7%ReducedHistory
EWEdwards Lifesciences CorpStock12,019$1.42M0.8%−3,305−21.6%ReducedHistory
NSITInsight Enterprises IncCOM12,915$1.39M0.8%−300−2.3%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock5,960$1.35M0.8%00.0%UnchangedHistory
JJacobs Solutions Inc.COM9,665$1.33M0.8%−100−1.0%ReducedHistory
JNJJohnson & JohnsonStock7,499$1.33M0.8%00.0%UnchangedHistory
iShares Russell Mid-Cap Value ETF464287473ETF11,111$1.33M0.8%00.0%Unchanged–
ROKRockwell Automation, IncStock4,734$1.33M0.8%−90−1.9%ReducedHistory
ETNEaton Corp plcStock8,626$1.31M0.8%−155−1.8%ReducedHistory
NEENextera Energy IncStock15,330$1.30M0.8%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock6,921$1.28M0.7%+2,600+60.2%AddedHistory
BIIBBiogen Inc.COM5,925$1.25M0.7%+5,925NewHistory
TMOThermo Fisher Scientific Inc.Stock2,048$1.21M0.7%−511−20.0%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A23,740$1.20M0.7%00.0%UnchangedHistory
Schwab U.S. Mid-Cap ETF808524508ETF15,595$1.18M0.7%00.0%Unchanged–
iShares MSCI Eafe ETF464287465ETF16,014$1.18M0.7%−105−0.7%Reduced–
BLKBlackRock, Inc.COM1,529$1.17M0.7%00.0%UnchangedHistory
VVisa Inc.Stock5,223$1.16M0.7%−927−15.1%ReducedHistory
VLOValero Energy CorpStock11,270$1.14M0.7%00.0%UnchangedHistory
PGProcter & Gamble CoStock7,459$1.14M0.7%−785−9.5%ReducedHistory
JPMJPMorgan Chase & CoStock8,198$1.12M0.7%00.0%UnchangedHistory
DALDelta Air Lines, Inc.COM NEW28,225$1.12M0.7%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A4,655$1.11M0.7%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD14,096$1.10M0.6%00.0%Unchanged–
ITWIllinois Tool Works IncStock5,205$1.09M0.6%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM7,468$1.08M0.6%−117−1.5%ReducedHistory
TMUST-Mobile US, Inc.Stock8,334$1.07M0.6%00.0%UnchangedHistory
iShares Tr464288646ISHS 1-5YR INVS20,505$1.06M0.6%00.0%Unchanged–
RPMRPM International IncCOM12,893$1.05M0.6%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock12,395$1.04M0.6%−345−2.7%ReducedHistory
CRMSalesforce, Inc.Stock4,879$1.04M0.6%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM12,815$1.02M0.6%00.0%UnchangedHistory
WKWorkiva IncCOM CL A8,454$998.0K0.6%00.0%UnchangedHistory
UNPUnion Pacific CorpStock3,605$985.0K0.6%−80−2.2%ReducedHistory
QRVOQorvo, Inc.Stock7,852$974.0K0.6%00.0%UnchangedHistory
DISWalt Disney CoStock7,096$973.0K0.6%00.0%UnchangedHistory
CCitigroup IncStock18,143$969.0K0.6%−635−3.4%ReducedHistory
PHParker-Hannifin CorpStock3,411$968.0K0.6%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock2,628$960.0K0.6%00.0%UnchangedHistory
MUMicron Technology IncStock12,240$953.0K0.6%00.0%UnchangedHistory
ILMNIllumina, Inc.COM2,712$948.0K0.6%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF20,256$934.0K0.5%00.0%Unchanged–
iShares Tr464287234MSCI EMG MKT ETF20,584$929.0K0.5%−122−0.6%Reduced–
MDLZMondelez International, Inc.Stock14,031$881.0K0.5%−1,135−7.5%ReducedHistory
RIORio Tinto PLCADR10,890$876.0K0.5%00.0%UnchangedHistory
GMGeneral Motors CoCOM19,970$873.0K0.5%00.0%UnchangedHistory
ACNAccenture plcStock2,515$848.0K0.5%00.0%UnchangedHistory
PEPPepsiCo IncStock4,772$799.0K0.5%−425−8.2%ReducedHistory
DARDarling Ingredients Inc.COM9,943$799.0K0.5%−5,457−35.4%ReducedHistory
OKTAOkta, Inc.CL A5,245$792.0K0.5%00.0%UnchangedHistory
SYKStryker CorpStock2,935$785.0K0.5%00.0%UnchangedHistory
SMTCSemtech CorpStock11,015$764.0K0.4%00.0%UnchangedHistory
MSMorgan StanleyStock8,594$751.0K0.4%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock2,081$734.0K0.4%−335−13.9%ReducedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF9,510$732.0K0.4%00.0%Unchanged–
Schwab International Equity ETF808524805ETF19,335$710.0K0.4%00.0%Unchanged–
COPConocoPhillipsStock6,855$686.0K0.4%00.0%UnchangedHistory
NKENIKE, Inc.Stock4,890$658.0K0.4%00.0%UnchangedHistory

Sold out since Q4 2021 (9)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Legacy Bridge, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
XLNXXilinx IncCOM4,680$992.0K0.5%History
XYZBlock, Inc.CL A5,182$837.0K0.4%History
Royal Dutch Shell PLC780259206SPONS ADR A1,600$69.0K<0.1%–
ARNAArena Pharmaceuticals IncCOM NEW630$59.0K<0.1%History
AZOAutoZone IncCOM20$42.0K<0.1%History
PAGPenske Automotive Group, Inc.COM300$32.0K<0.1%History
TRVTravelers Companies, Inc.Stock110$17.0K<0.1%History
RGLDRoyal Gold IncStock100$11.0K<0.1%History
Barrick Gold Corp067901108COM500$10.0K<0.1%–