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Livermore
Livermore
ZHEN

Legacy Bridge, LLC

SEC CIK
0001689144
Latest filing
Aug 13, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 17, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
292
+4 vs. Q3 2023
Portfolio value
$154.3M
+$14.0M (+10.0%) vs. Q3 2023
Filed
Jan 17, 2024
SEC
Holdings of Legacy Bridge, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
WTBAWest Bancorporation IncCAP STK307,679$6.52M4.2%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock3,238$3.61M2.3%−10−0.3%ReducedHistory
MSFTMicrosoft CorpStock8,754$3.29M2.1%−286−3.2%ReducedHistory
LLYEli Lilly & CoStock5,313$3.10M2.0%00.0%UnchangedHistory
NVDANVIDIA CorpStock5,783$2.86M1.9%−130−2.2%ReducedHistory
AMZNAmazon Com IncStock17,050$2.59M1.7%−200−1.2%ReducedHistory
ETNEaton Corp plcStock9,315$2.24M1.5%−294−3.1%ReducedHistory
AAPLApple Inc.Stock11,503$2.21M1.4%−275−2.3%ReducedHistory
ANETArista Networks, Inc.COM9,349$2.20M1.4%00.0%UnchangedHistory
CATCaterpillar IncStock7,130$2.11M1.4%00.0%UnchangedHistory
WKWorkiva IncCOM CL A20,264$2.06M1.3%−70−0.3%ReducedHistory
AMDAdvanced Micro Devices IncStock13,445$1.98M1.3%−175−1.3%ReducedHistory
NSITInsight Enterprises IncCOM11,165$1.98M1.3%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock5,459$1.95M1.3%+2,881+111.8%AddedHistory
GOOGAlphabet Inc.Stock13,470$1.90M1.2%00.0%UnchangedHistory
LOWLowes Companies IncStock8,435$1.88M1.2%−15−0.2%ReducedHistory
HDHome Depot, Inc.Stock5,176$1.79M1.2%−135−2.5%ReducedHistory
COSTCostco Wholesale CorpStock2,682$1.77M1.1%−8−0.3%ReducedHistory
PANWPalo Alto Networks IncStock5,904$1.74M1.1%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM7,570$1.74M1.1%−15−0.2%ReducedHistory
iShares Russell 2000 ETF464287655ETF8,529$1.71M1.1%−50−0.6%Reduced–
WMTWalmart Inc.Stock10,788$1.70M1.1%−175−1.6%ReducedHistory
iShares Tr464287630RUS 2000 VAL ETF10,730$1.67M1.1%−45−0.4%Reduced–
HONHoneywell International IncCOM7,928$1.66M1.1%−280−3.4%ReducedHistory
DEDeere & CoStock4,078$1.63M1.1%−180−4.2%ReducedHistory
TSCOTractor Supply CoCOM7,458$1.60M1.0%−170−2.2%ReducedHistory
UNHUnitedHealth Group IncStock2,960$1.56M1.0%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM28,160$1.55M1.0%−2,150−7.1%Reduced–
STRLSterling Infrastructure, Inc.COM17,525$1.54M1.0%+17,525NewHistory
PHParker-Hannifin CorpStock3,270$1.51M1.0%−12−0.4%ReducedHistory
ASMLASML Holding NVADR1,984$1.50M1.0%+1,984NewHistory
WSMWilliams Sonoma IncCOM7,348$1.48M1.0%00.0%UnchangedHistory
QCOMQualcomm IncStock10,237$1.48M1.0%−20−0.2%ReducedHistory
JCIJohnson Controls International plcStock25,635$1.48M1.0%−561−2.1%ReducedHistory
EQIXEquinix IncCOM1,814$1.46M0.9%−315−14.8%ReducedHistory
JPMJPMorgan Chase & CoStock8,549$1.45M0.9%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF18,560$1.44M0.9%−120−0.6%Reduced–
CVXChevron CorpStock9,508$1.42M0.9%−250−2.6%ReducedHistory
LULUlululemon athletica inc.Stock2,753$1.41M0.9%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM24,344$1.40M0.9%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF28,489$1.36M0.9%+79+0.3%Added–
DHRDanaher CorpStock5,712$1.32M0.9%−112−1.9%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock17,080$1.32M0.9%−95−0.6%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW3,882$1.31M0.8%−75−1.9%ReducedHistory
CRMSalesforce, Inc.Stock4,974$1.31M0.8%00.0%UnchangedHistory
SMCISuper Micro Computer, Inc.COM4,585$1.30M0.8%+4,585NewHistory
FSLRFirst Solar, Inc.Stock7,459$1.29M0.8%−615−7.6%ReducedHistory
iShares Russell Mid-Cap Value ETF464287473ETF11,011$1.28M0.8%00.0%Unchanged–
BLKBlackRock, Inc.COM1,556$1.26M0.8%−5−0.3%ReducedHistory
TMUST-Mobile US, Inc.Stock7,770$1.25M0.8%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF16,505$1.24M0.8%−375−2.2%Reduced–
RPMRPM International IncCOM11,093$1.24M0.8%00.0%UnchangedHistory
Vanguard Star FDS921909768VG TL INTL STK F21,281$1.23M0.8%−43−0.2%Reduced–
WMWaste Management IncStock6,840$1.23M0.8%−35−0.5%ReducedHistory
VLOValero Energy CorpStock9,415$1.22M0.8%+165+1.8%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF4,834$1.22M0.8%+146+3.1%Added–
JJacobs Solutions Inc.COM9,174$1.19M0.8%−475−4.9%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A20,640$1.19M0.8%−100−0.5%ReducedHistory
AMTAmerican Tower CorpREIT5,456$1.18M0.8%−330−5.7%ReducedHistory
DLRDigital Realty Trust, Inc.COM8,740$1.18M0.8%−445−4.8%ReducedHistory
ITWIllinois Tool Works IncStock4,454$1.17M0.8%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock2,164$1.15M0.7%−42−1.9%ReducedHistory
RHIRobert Half Inc.COM13,049$1.15M0.7%−1,671−11.4%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF15,020$1.13M0.7%00.0%Unchanged–
Flexshares Tr33939L506IBOXX 3R TARGT44,035$1.04M0.7%−9,340−17.5%Reduced–
KEYKeycorpCOM70,315$1.01M0.7%−4,675−6.2%ReducedHistory
MSMorgan StanleyStock10,848$1.01M0.7%−50−0.5%ReducedHistory
PGProcter & Gamble CoStock6,224$912.1K0.6%−510−7.6%ReducedHistory
CELHCelsius Holdings, Inc.COM NEW16,520$900.7K0.6%+16,520NewHistory
MDLZMondelez International, Inc.Stock12,379$896.6K0.6%−1,152−8.5%ReducedHistory
BSXBoston Scientific CorpStock15,423$891.6K0.6%−80−0.5%ReducedHistory
PXDPioneer Natural Resources CoCOM3,955$889.4K0.6%−415−9.5%ReducedHistory
SYKStryker CorpStock2,941$880.7K0.6%−15−0.5%ReducedHistory
QRVOQorvo, Inc.Stock7,792$877.5K0.6%00.0%UnchangedHistory
UNPUnion Pacific CorpStock3,515$863.4K0.6%−135−3.7%ReducedHistory
AXONAxon Enterprise, Inc.COM3,236$836.0K0.5%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A3,017$832.9K0.5%00.0%UnchangedHistory
PEPPepsiCo IncStock4,856$824.7K0.5%−450−8.5%ReducedHistory
RIORio Tinto PLCADR11,030$821.3K0.5%−60−0.5%ReducedHistory
ACNAccenture plcStock2,256$791.7K0.5%00.0%UnchangedHistory
NEENextera Energy IncStock12,590$764.7K0.5%−925−6.8%ReducedHistory
HRBH&R Block IncCOM15,277$738.9K0.5%−560−3.5%ReducedHistory
MCDMcDonalds CorpStock2,428$719.9K0.5%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF6,809$711.3K0.5%−415−5.7%Reduced–
iShares Tr464287234MSCI EMG MKT ETF17,537$705.2K0.5%−635−3.5%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF16,275$668.9K0.4%−981−5.7%Reduced–
Vanguard S&P 500 ETF922908363ETF1,527$667.0K0.4%00.0%Unchanged–
iShares Tr464288646ISHS 1-5YR INVS12,420$636.8K0.4%−3,410−21.5%Reduced–
Schwab U.S. Small-Cap ETF808524607ETF12,180$575.4K0.4%00.0%Unchanged–
GSGoldman Sachs Group IncStock1,465$565.2K0.4%−150−9.3%ReducedHistory
COPConocoPhillipsStock4,667$541.7K0.4%00.0%UnchangedHistory
CCICrown Castle Inc.REIT4,690$540.2K0.4%−420−8.2%ReducedHistory
Schwab International Equity ETF808524805ETF14,535$537.2K0.3%−4,800−24.8%Reduced–
TJXTJX Companies IncStock5,700$534.7K0.3%00.0%UnchangedHistory
NKENIKE, Inc.Stock4,810$522.2K0.3%00.0%UnchangedHistory
INTUIntuit Inc.Stock787$491.9K0.3%+5+0.6%AddedHistory
DISWalt Disney CoStock5,423$489.6K0.3%−923−14.5%ReducedHistory
CMECME Group Inc.COM2,269$477.9K0.3%−169−6.9%ReducedHistory
STZConstellation Brands, Inc.Stock1,966$475.3K0.3%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock3,350$468.0K0.3%00.0%UnchangedHistory

Sold out since Q3 2023 (11)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Legacy Bridge, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
BMYBristol Myers Squibb CoStock20,058$1.16M0.8%History
ROKRockwell Automation, IncStock3,156$902.2K0.6%History
DVNDevon Energy CorpStock15,519$740.3K0.5%History
CRWDCrowdStrike Holdings, Inc.Stock3,575$598.4K0.4%History
CCitigroup IncStock14,518$597.1K0.4%History
PYPLPayPal Holdings, Inc.Stock3,722$217.6K0.2%History
iShares Tr464288414NATIONAL MUN ETF1,605$164.6K0.1%–
SPDR Series Trust78468R739ST NUVE TERM ETF857$39.6K<0.1%–
HBANHuntington Bancshares IncCOM2,000$20.8K<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock135$15.2K<0.1%History
FISFidelity National Information Services, Inc.Stock50$2.76K<0.1%History