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Livermore
Livermore
ZHEN

Legacy Bridge, LLC

SEC CIK
0001689144
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 6, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
286
−31 vs. Q1 2024
Portfolio value
$169.6M
−$1.29M (−0.8%) vs. Q1 2024
Filed
Aug 6, 2024
SEC
Holdings of Legacy Bridge, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock52,870$6.53M3.9%−880−1.6%ReducedConverted for a 10-for-1 splitHistory
WTBAWest Bancorporation IncCAP STK302,519$5.42M3.2%−1,660−0.5%ReducedHistory
AVGOBroadcom Inc.Stock2,897$4.65M2.7%−90−3.0%ReducedHistory
MSFTMicrosoft CorpStock8,632$3.86M2.3%−118−1.3%ReducedHistory
AMZNAmazon Com IncStock16,846$3.26M1.9%−288−1.7%ReducedHistory
ANETArista Networks, Inc.COM9,091$3.19M1.9%−273−2.9%ReducedHistory
LLYEli Lilly & CoStock3,462$3.13M1.8%−828−19.3%ReducedHistory
SMCISuper Micro Computer, Inc.COM3,562$2.92M1.7%−13−0.4%ReducedHistory
ETNEaton Corp plcStock9,248$2.90M1.7%+6+0.1%AddedHistory
BRK.BBerkshire Hathaway IncStock6,924$2.82M1.7%+8+0.1%AddedHistory
CATCaterpillar IncStock7,136$2.38M1.4%00.0%UnchangedHistory
WMTWalmart Inc.Stock34,153$2.31M1.4%+215+0.6%AddedHistory
COSTCostco Wholesale CorpStock2,647$2.25M1.3%−20−0.7%ReducedHistory
NSITInsight Enterprises IncCOM11,086$2.20M1.3%−15−0.1%ReducedHistory
AMDAdvanced Micro Devices IncStock12,982$2.11M1.2%−436−3.2%ReducedHistory
STRLSterling Infrastructure, Inc.COM17,687$2.09M1.2%+70.0%AddedHistory
PANWPalo Alto Networks IncStock6,056$2.05M1.2%00.0%UnchangedHistory
ASMLASML Holding NVADR1,995$2.04M1.2%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM7,570$2.04M1.2%00.0%UnchangedHistory
QCOMQualcomm IncStock10,187$2.03M1.2%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A22,458$1.94M1.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,032$1.92M1.1%+20+0.2%AddedHistory
AAPLApple Inc.Stock8,916$1.88M1.1%−438−4.7%ReducedHistory
LOWLowes Companies IncStock8,345$1.84M1.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock5,324$1.83M1.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock9,745$1.79M1.1%+30+0.3%AddedHistory
TSCOTractor Supply CoCOM6,613$1.79M1.1%00.0%UnchangedHistory
State Street SPDR S&P Biotech ETF78464A870ETF19,121$1.77M1.0%+18,357+2,402.7%Added–
ISRGIntuitive Surgical IncCOM NEW3,935$1.75M1.0%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF8,530$1.73M1.0%00.0%Unchanged–
JPMJPMorgan Chase & CoStock8,540$1.73M1.0%+9+0.1%AddedHistory
PHParker-Hannifin CorpStock3,389$1.71M1.0%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF32,596$1.61M0.9%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM28,143$1.60M0.9%−335−1.2%Reduced–
JCIJohnson Controls International plcStock23,672$1.57M0.9%00.0%UnchangedHistory
iShares Russell 2000 Growth ETF464287648ETF5,965$1.57M0.9%+65+1.1%Added–
DEDeere & CoStock4,094$1.53M0.9%+6+0.1%AddedHistory
UNHUnitedHealth Group IncStock2,962$1.51M0.9%+5+0.2%AddedHistory
XOMExxonMobil Holdings CorpCOM12,980$1.49M0.9%+9,069+231.9%AddedHistory
iShares Russell Midcap ETF464287499ETF18,379$1.49M0.9%00.0%Unchanged–
FSLRFirst Solar, Inc.Stock6,577$1.48M0.9%+10+0.2%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF9,730$1.48M0.9%00.0%Unchanged–
VLOValero Energy CorpStock9,415$1.48M0.9%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM5,198$1.47M0.9%−2,150−29.3%ReducedHistory
WMWaste Management IncStock6,834$1.46M0.9%+14+0.2%AddedHistory
FCXFreeport-McMoran IncStock29,917$1.45M0.9%+26,225+710.3%AddedHistory
PLTRPalantir Technologies Inc.Stock56,510$1.43M0.8%+85+0.2%AddedHistory
DHRDanaher CorpStock5,608$1.40M0.8%−24−0.4%ReducedHistory
DLRDigital Realty Trust, Inc.COM9,112$1.39M0.8%+30.0%AddedHistory
EQIXEquinix IncCOM1,821$1.38M0.8%00.0%UnchangedHistory
CVXChevron CorpStock8,658$1.35M0.8%+20+0.2%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF10,781$1.30M0.8%00.0%Unchanged–
HPEHewlett Packard Enterprise CoCOM60,825$1.29M0.8%+60,825NewHistory
iShares MSCI Eafe ETF464287465ETF16,400$1.28M0.8%00.0%Unchanged–
GEHCGE HealthCare Technologies Inc.Stock16,395$1.28M0.8%+20+0.1%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F21,008$1.27M0.7%00.0%Unchanged–
BLKBlackRock, Inc.COM1,559$1.23M0.7%+3+0.2%AddedHistory
TMUST-Mobile US, Inc.Stock6,950$1.22M0.7%−775−10.0%ReducedHistory
MNSTMonster Beverage CorpCOM24,344$1.22M0.7%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock2,143$1.19M0.7%−10−0.5%ReducedHistory
RPMRPM International IncCOM10,848$1.17M0.7%00.0%UnchangedHistory
Schwab U.S. Mid-Cap ETF808524508ETF14,940$1.16M0.7%00.0%Unchanged–
JJacobs Solutions Inc.COM8,219$1.15M0.7%−30−0.4%ReducedHistory
TMToyota Motor CorpADS5,526$1.13M0.7%+25+0.5%AddedHistory
BSXBoston Scientific CorpStock14,023$1.08M0.6%00.0%UnchangedHistory
CLSCelestica IncStock18,345$1.05M0.6%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock4,429$1.05M0.6%−5−0.1%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF18,741$1.00M0.6%+170+0.9%Added–
KNXKnight-Swift Transportation Holdings Inc.CL A19,890$992.9K0.6%−100−0.5%ReducedHistory
SYKStryker CorpStock2,916$992.2K0.6%00.0%UnchangedHistory
CELHCelsius Holdings, Inc.COM NEW16,521$943.2K0.6%+10+0.1%AddedHistory
MSMorgan StanleyStock9,658$938.7K0.6%00.0%UnchangedHistory
iShares MSCI India ETF46429B598ETF15,313$854.2K0.5%+10,183+198.5%Added–
NUNu Holdings Ltd.ORD SHS CL A65,775$847.8K0.5%+64,215+4,116.3%AddedHistory
NEENextera Energy IncStock11,925$844.4K0.5%00.0%UnchangedHistory
PGProcter & Gamble CoStock5,114$843.4K0.5%−610−10.7%ReducedHistory
HRBH&R Block IncCOM15,277$828.5K0.5%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock12,379$810.1K0.5%00.0%UnchangedHistory
PEPPepsiCo IncStock4,876$804.2K0.5%+10+0.2%AddedHistory
QRVOQorvo, Inc.Stock6,906$801.4K0.5%−40−0.6%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF6,809$751.4K0.4%00.0%Unchanged–
RIORio Tinto PLCADR11,030$727.2K0.4%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF16,202$709.0K0.4%00.0%Unchanged–
UNPUnion Pacific CorpStock3,035$686.7K0.4%00.0%UnchangedHistory
AXONAxon Enterprise, Inc.COM2,320$682.6K0.4%−666−22.3%ReducedHistory
WDAYWorkday, Inc.CL A3,029$677.2K0.4%00.0%UnchangedHistory
GCTGigaCloud Technology IncStock21,255$646.6K0.4%+21,255NewHistory
MCDMcDonalds CorpStock2,428$618.8K0.4%00.0%UnchangedHistory
WKWorkiva IncCOM CL A8,454$617.1K0.4%−10,710−55.9%ReducedHistory
CTRECareTrust REIT, Inc.COM24,247$608.6K0.4%+1,950+8.7%AddedHistory
TJXTJX Companies IncStock5,400$594.5K0.4%00.0%UnchangedHistory
COPConocoPhillipsStock5,175$591.9K0.3%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF1,152$576.1K0.3%00.0%Unchanged–
Schwab U.S. Small-Cap ETF808524607ETF12,080$573.2K0.3%00.0%Unchanged–
iShares Tr464288646ISHS 1-5YR INVS11,130$570.3K0.3%−740−6.2%Reduced–
ACNAccenture plcStock1,873$568.3K0.3%−15−0.8%ReducedHistory
Schwab International Equity ETF808524805ETF14,365$551.9K0.3%+22+0.2%Added–
GSGoldman Sachs Group IncStock1,190$538.3K0.3%00.0%UnchangedHistory
INTUIntuit Inc.Stock807$530.4K0.3%00.0%UnchangedHistory
CCJCameco CorpStock10,078$495.8K0.3%+10,078NewHistory

Sold out since Q1 2024 (40)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Legacy Bridge, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
LULUlululemon athletica inc.Stock2,753$1.08M0.6%History
AMTAmerican Tower CorpREIT5,442$1.08M0.6%History
RHIRobert Half Inc.COM13,011$1.03M0.6%History
PXDPioneer Natural Resources CoCOM3,910$1.03M0.6%History
EWEdwards Lifesciences CorpStock3,741$357.5K0.2%History
CSCOCisco Systems, Inc.Stock6,250$311.9K0.2%History
PFEPfizer IncStock10,813$300.1K0.2%History
Global X Lithium & Battery Tech ETF37954Y855ETF6,380$289.0K0.2%–
IBMInternational Business Machines CorpStock1,448$276.5K0.2%History
MDTMedtronic plcStock2,365$206.1K0.1%History
AELAmerican National Group Inc.COM3,000$168.7K0.1%History
USBUS Bancorp DECOM NEW3,321$148.4K0.1%History
GPNGlobal Payments IncStock625$83.5K<0.1%History
DDDuPont de Nemours, Inc.COM1,081$82.9K<0.1%History
IFFInternational Flavors & Fragrances IncCOM505$43.4K<0.1%History
APDAir Products & Chemicals, Inc.Stock128$31.0K<0.1%History
iShares Tr464287622RUS 1000 ETF86$24.8K<0.1%–
State Street Energy Select Sector SPDR ETF81369Y506ETF200$18.9K<0.1%–
BKNGBooking Holdings Inc.Stock5$18.1K<0.1%History
iShares Tr464288711GLOB UTILITS ETF233$13.8K<0.1%–
FNVFranco Nevada CorpStock100$11.9K<0.1%History
BABoeing CoStock60$11.6K<0.1%History
Legg Mason ETF Invt Tr524682101CLRBRG GWT ETF200$10.4K<0.1%–
KMXCarMax IncCOM97$8.45K<0.1%History
TELTE Connectivity plcREG SHS50$7.26K<0.1%History
TDToronto Dominion BankStock110$6.64K<0.1%History
LVSLas Vegas Sands CorpCOM125$6.46K<0.1%History
NVCRNovoCure LtdORD SHS400$6.25K<0.1%History
BDXBecton Dickinson & CoStock23$5.69K<0.1%History
CTSHCognizant Technology Solutions CorpCL A70$5.13K<0.1%History
ULUnilever PLCSPON ADR NEW90$4.52K<0.1%History
Schwab U.S. Large-Cap Value ETF808524409ETF50$3.80K<0.1%–
LBRDALiberty Broadband CorpCOM SER A41$2.34K<0.1%History
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR100$1.52K<0.1%History
TAT&T Inc.Stock83$1.46K<0.1%History
VTSVitesse Energy, Inc.COMMON STOCK50$1.19K<0.1%History
HAINHain Celestial Group IncCOM98$771<0.1%History
WBDWarner Bros. Discovery, Inc.Stock20$175<0.1%History
EMBCEmbecta Corp.Stock4$54<0.1%History
NOKNokia CorpSPONSORED ADR15$54<0.1%History