Legacy Bridge, LLC
- SEC CIK
- 0001689144
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 22, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 298
- +5 vs. Q3 2024
- Portfolio value
- $191.8M
- +$6.11M (+3.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 54,380 | $7.30M | 3.8% | +250+0.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 28,000 | $6.49M | 3.4% | −1,735−5.8% | Reduced | History |
| WTBAWest Bancorporation Inc | CAP STK | 266,001 | $5.76M | 3.0% | −26,575−9.1% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 56,980 | $4.31M | 2.2% | +100+0.2% | Added | History |
| ANETArista Networks, Inc. | Stock | 36,924 | $4.08M | 2.1% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| AMZNAmazon Com Inc | Stock | 16,867 | $3.70M | 1.9% | +10+0.1% | Added | History |
| GEVGE Vernova Inc. | Stock | 10,982 | $3.61M | 1.9% | +4,776+77.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 7,951 | $3.35M | 1.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,976 | $3.16M | 1.6% | +20+0.3% | Added | History |
| WMTWalmart Inc. | Stock | 34,212 | $3.09M | 1.6% | +30+0.1% | Added | History |
| ETNEaton Corp plc | Stock | 9,238 | $3.07M | 1.6% | 00.0% | Unchanged | History |
| STRLSterling Infrastructure, Inc. | COM | 17,716 | $2.98M | 1.6% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 3,388 | $2.62M | 1.4% | −19−0.6% | Reduced | History |
| CATCaterpillar Inc | Stock | 7,148 | $2.59M | 1.4% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 22,658 | $2.57M | 1.3% | +200+0.9% | Added | History |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 132,780 | $2.47M | 1.3% | +350+0.3% | Added | – |
| COSTCostco Wholesale Corp | Stock | 2,659 | $2.44M | 1.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 8,934 | $2.24M | 1.2% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 12,124 | $2.21M | 1.2% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,063 | $2.18M | 1.1% | +11+0.1% | Added | History |
| HDHome Depot, Inc. | Stock | 5,332 | $2.07M | 1.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,930 | $2.05M | 1.1% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 3,219 | $2.05M | 1.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 8,535 | $2.05M | 1.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 8,205 | $2.02M | 1.1% | −125−1.5% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 10,396 | $1.93M | 1.0% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 8,540 | $1.89M | 1.0% | +15+0.2% | Added | – |
| JCIJohnson Controls International plc | Stock | 23,672 | $1.87M | 1.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 9,250 | $1.76M | 0.9% | 00.0% | Unchanged | History |
| TSCOTractor Supply Co | COM | 32,890 | $1.75M | 0.9% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,005 | $1.73M | 0.9% | +40+0.7% | Added | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 19,154 | $1.73M | 0.9% | +25+0.1% | Added | – |
| EQIXEquinix Inc | COM | 1,829 | $1.72M | 0.9% | 00.0% | Unchanged | History |
| CLSCelestica Inc | Stock | 18,395 | $1.70M | 0.9% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 3,996 | $1.69M | 0.9% | −90−2.2% | Reduced | History |
| NSITInsight Enterprises Inc | COM | 11,086 | $1.69M | 0.9% | 00.0% | Unchanged | History |
| DLRDigital Realty Trust, Inc. | COM | 9,122 | $1.62M | 0.8% | 00.0% | Unchanged | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,730 | $1.60M | 0.8% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 18,039 | $1.59M | 0.8% | 00.0% | Unchanged | – |
| BLKBlackRock, Inc. | Stock | 1,551 | $1.59M | 0.8% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,971 | $1.58M | 0.8% | 00.0% | Unchanged | – |
| NXPINXP Semiconductors N.V. | COM | 7,570 | $1.57M | 0.8% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 12,968 | $1.57M | 0.8% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 10,162 | $1.56M | 0.8% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 6,930 | $1.53M | 0.8% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 2,968 | $1.50M | 0.8% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 67,030 | $1.43M | 0.7% | +100+0.1% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 13,005 | $1.40M | 0.7% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,781 | $1.39M | 0.7% | 00.0% | Unchanged | – |
| ASMLASML Holding NV | ADR | 1,995 | $1.38M | 0.7% | 00.0% | Unchanged | History |
| AXONAxon Enterprise, Inc. | COM | 2,325 | $1.38M | 0.7% | +5+0.2% | Added | History |
| NDAQNasdaq, Inc. | COM | 17,585 | $1.36M | 0.7% | −60−0.3% | Reduced | History |
| WMWaste Management Inc | Stock | 6,669 | $1.35M | 0.7% | −165−2.4% | Reduced | History |
| RPMRPM International Inc | COM | 10,748 | $1.32M | 0.7% | −100−0.9% | Reduced | History |
| DHRDanaher Corp | Stock | 5,593 | $1.28M | 0.7% | 00.0% | Unchanged | History |
| MNSTMonster Beverage Corp | COM | 24,344 | $1.28M | 0.7% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 16,328 | $1.25M | 0.7% | −65−0.4% | Reduced | History |
| CVXChevron Corp | Stock | 8,658 | $1.25M | 0.7% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 14,023 | $1.25M | 0.7% | 00.0% | Unchanged | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 44,820 | $1.24M | 0.6% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,008 | $1.24M | 0.6% | 00.0% | Unchanged | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 15,665 | $1.22M | 0.6% | −545−3.4% | Reduced | History |
| MSMorgan Stanley | Stock | 9,658 | $1.21M | 0.6% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 15,971 | $1.21M | 0.6% | +10.0% | Added | – |
| ACNAccenture plc | Stock | 3,358 | $1.18M | 0.6% | +1,485+79.3% | Added | History |
| VLOValero Energy Corp | Stock | 9,432 | $1.16M | 0.6% | 00.0% | Unchanged | History |
| FSLRFirst Solar, Inc. | Stock | 6,557 | $1.16M | 0.6% | −35−0.5% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 30,007 | $1.14M | 0.6% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 1,050 | $1.11M | 0.6% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 4,371 | $1.11M | 0.6% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,129 | $1.11M | 0.6% | −8−0.4% | Reduced | History |
| JJacobs Solutions Inc. | COM | 8,219 | $1.10M | 0.6% | 00.0% | Unchanged | History |
| NFGNational Fuel Gas Co | Stock | 17,660 | $1.07M | 0.6% | +65+0.4% | Added | History |
| SYKStryker Corp | Stock | 2,916 | $1.05M | 0.5% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,330 | $1.01M | 0.5% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 17,494 | $1.01M | 0.5% | +10.0% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,152 | $1.00M | 0.5% | +10.0% | Added | – |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 18,190 | $964.8K | 0.5% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,809 | $863.0K | 0.4% | 00.0% | Unchanged | – |
| NEENextera Energy Inc | Stock | 11,885 | $852.0K | 0.4% | 00.0% | Unchanged | History |
| HRBH&R Block Inc | COM | 15,277 | $807.2K | 0.4% | 00.0% | Unchanged | History |
| iShares MSCI India ETF46429B598 | ETF | 15,275 | $804.1K | 0.4% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 4,714 | $790.3K | 0.4% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 3,029 | $781.6K | 0.4% | 00.0% | Unchanged | History |
| OKLOOklo Inc. | COM CL A | 36,055 | $765.4K | 0.4% | +36,055 | New | History |
| TMToyota Motor Corp | ADS | 3,868 | $752.8K | 0.4% | 00.0% | Unchanged | History |
| WKWorkiva Inc | COM CL A | 6,664 | $729.7K | 0.4% | −1,790−21.2% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,202 | $713.5K | 0.4% | 00.0% | Unchanged | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 24,235 | $708.6K | 0.4% | +170+0.7% | Added | – |
| MCDMcDonalds Corp | Stock | 2,428 | $703.9K | 0.4% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 4,611 | $701.1K | 0.4% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 3,035 | $692.1K | 0.4% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 11,555 | $690.2K | 0.4% | 00.0% | Unchanged | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 65,800 | $681.7K | 0.4% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 1,190 | $681.4K | 0.4% | 00.0% | Unchanged | History |
| CTRECareTrust REIT, Inc. | COM | 24,417 | $660.5K | 0.3% | 00.0% | Unchanged | History |
| LEUCentrus Energy Corp | Stock | 9,870 | $657.4K | 0.3% | +9,870 | New | History |
| TJXTJX Companies Inc | Stock | 5,423 | $655.2K | 0.3% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,192 | $642.3K | 0.3% | 00.0% | Unchanged | – |
| RIORio Tinto PLC | ADR | 10,830 | $636.9K | 0.3% | −200−1.8% | Reduced | History |
Sold out since Q3 2024 (8)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| SMCISuper Micro Computer, Inc. | COM | 1,292 | $538.0K | 0.3% | History |
| CELHCelsius Holdings, Inc. | COM NEW | 7,932 | $248.7K | 0.1% | History |
| CECelanese Corp | Stock | 1,723 | $234.3K | 0.1% | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,900 | $112.1K | 0.1% | – |
| LCWLearn CW Investment Corp | CL A ORD SHS | 7,500 | $75.1K | <0.1% | History |
| MROMarathon Oil Corp | COM | 2,576 | $68.6K | <0.1% | History |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 200 | $5.04K | <0.1% | – |
| ETHGrayscale Ethereum Staking Mini ETF | COM UNIT | 200 | $488 | <0.1% | History |