Legacy Bridge, LLC
- SEC CIK
- 0001689144
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 8, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 319
- +21 vs. Q4 2024
- Portfolio value
- $179.2M
- −$12.6M (−6.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 58,052 | $6.29M | 3.5% | +3,672+6.8% | Added | History |
| WTBAWest Bancorporation Inc | CAP STK | 262,501 | $5.23M | 2.9% | −3,500−1.3% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 58,582 | $4.94M | 2.8% | +1,602+2.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 28,750 | $4.81M | 2.7% | +750+2.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,256 | $3.86M | 2.2% | +280+4.0% | Added | History |
| GEVGE Vernova Inc. | Stock | 11,170 | $3.41M | 1.9% | +188+1.7% | Added | History |
| WMTWalmart Inc. | Stock | 36,222 | $3.18M | 1.8% | +2,010+5.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 16,580 | $3.15M | 1.8% | −287−1.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 7,930 | $2.98M | 1.7% | −21−0.3% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 38,294 | $2.97M | 1.7% | +1,370+3.7% | Added | History |
| LLYEli Lilly & Co | Stock | 3,463 | $2.86M | 1.6% | +75+2.2% | Added | History |
| ETNEaton Corp plc | Stock | 9,588 | $2.61M | 1.5% | +350+3.8% | Added | History |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 136,465 | $2.55M | 1.4% | +3,685+2.8% | Added | – |
| COSTCostco Wholesale Corp | Stock | 2,663 | $2.52M | 1.4% | +4+0.2% | Added | History |
| CATCaterpillar Inc | Stock | 6,972 | $2.30M | 1.3% | −176−2.5% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 9,115 | $2.24M | 1.2% | +580+6.8% | Added | History |
| STRLSterling Infrastructure, Inc. | COM | 18,736 | $2.12M | 1.2% | +1,020+5.8% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 4,090 | $2.03M | 1.1% | +160+4.1% | Added | History |
| HDHome Depot, Inc. | Stock | 5,417 | $1.99M | 1.1% | +85+1.6% | Added | History |
| PHParker-Hannifin Corp | Stock | 3,219 | $1.96M | 1.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 11,284 | $1.93M | 1.1% | −840−6.9% | Reduced | History |
| AAPLApple Inc. | Stock | 8,636 | $1.92M | 1.1% | −298−3.3% | Reduced | History |
| DEDeere & Co | Stock | 4,066 | $1.91M | 1.1% | +70+1.8% | Added | History |
| LOWLowes Companies Inc | Stock | 8,136 | $1.90M | 1.1% | −69−0.8% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 23,674 | $1.90M | 1.1% | +20.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,168 | $1.85M | 1.0% | +105+0.9% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 6,930 | $1.85M | 1.0% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 9,259 | $1.85M | 1.0% | +719+8.4% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,206 | $1.84M | 1.0% | +1,201+20.0% | Added | – |
| TSCOTractor Supply Co | COM | 32,890 | $1.81M | 1.0% | 00.0% | Unchanged | History |
| AXONAxon Enterprise, Inc. | COM | 3,414 | $1.80M | 1.0% | +1,089+46.8% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 23,573 | $1.70M | 0.9% | +915+4.0% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,820 | $1.67M | 0.9% | −151−0.5% | Reduced | – |
| NSITInsight Enterprises Inc | COM | 10,986 | $1.65M | 0.9% | −100−0.9% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 10,396 | $1.64M | 0.9% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 13,355 | $1.59M | 0.9% | +350+2.7% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 18,439 | $1.57M | 0.9% | +400+2.2% | Added | – |
| QCOMQualcomm Inc | Stock | 10,162 | $1.56M | 0.9% | 00.0% | Unchanged | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,058 | $1.56M | 0.9% | +4,050+19.3% | Added | – |
| GOOGAlphabet Inc. | Stock | 9,730 | $1.52M | 0.8% | +480+5.2% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 18,554 | $1.50M | 0.8% | −600−3.1% | Reduced | – |
| CVXChevron Corp | Stock | 8,858 | $1.48M | 0.8% | +200+2.3% | Added | History |
| CLSCelestica Inc | Stock | 18,735 | $1.48M | 0.8% | +340+1.8% | Added | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,730 | $1.47M | 0.8% | 00.0% | Unchanged | – |
| EQIXEquinix Inc | COM | 1,794 | $1.46M | 0.8% | −35−1.9% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 1,506 | $1.43M | 0.8% | −45−2.9% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 14,023 | $1.41M | 0.8% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 16,788 | $1.41M | 0.8% | +460+2.8% | Added | History |
| NFGNational Fuel Gas Co | Stock | 17,667 | $1.40M | 0.8% | +70.0% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 9,690 | $1.39M | 0.8% | +568+6.2% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 7,290 | $1.39M | 0.8% | −280−3.7% | Reduced | History |
| ASMLASML Holding NV | ADR | 2,086 | $1.38M | 0.8% | +91+4.6% | Added | History |
| NDAQNasdaq, Inc. | COM | 18,060 | $1.37M | 0.8% | +475+2.7% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,781 | $1.36M | 0.8% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 16,033 | $1.31M | 0.7% | +62+0.4% | Added | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 15,845 | $1.28M | 0.7% | +180+1.1% | Added | History |
| VLOValero Energy Corp | Stock | 9,442 | $1.25M | 0.7% | +10+0.1% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 46,021 | $1.21M | 0.7% | +1,201+2.7% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,833 | $1.18M | 0.7% | +2,681+14.0% | Added | – |
| FCXFreeport-McMoran Inc | Stock | 30,787 | $1.17M | 0.7% | +780+2.6% | Added | History |
| DHRDanaher Corp | Stock | 5,663 | $1.16M | 0.6% | +70+1.3% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,332 | $1.13M | 0.6% | +2,121+1,005.2% | Added | History |
| MSMorgan Stanley | Stock | 9,658 | $1.13M | 0.6% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,250 | $1.12M | 0.6% | +121+5.7% | Added | History |
| SYKStryker Corp | Stock | 2,916 | $1.09M | 0.6% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 3,452 | $1.08M | 0.6% | +94+2.8% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 4,331 | $1.07M | 0.6% | −40−0.9% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 69,395 | $1.07M | 0.6% | +2,365+3.5% | Added | History |
| RPMRPM International Inc | COM | 9,148 | $1.06M | 0.6% | −1,600−14.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,734 | $999.4K | 0.6% | +843+94.6% | Added | History |
| JJacobs Solutions Inc. | COM | 8,049 | $973.0K | 0.5% | −170−2.1% | Reduced | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,668 | $952.4K | 0.5% | −826−4.7% | Reduced | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,680 | $942.0K | 0.5% | +350+3.1% | Added | – |
| VSTVistra Corp. | Stock | 7,875 | $924.8K | 0.5% | +7,775+7,775.0% | Added | History |
| NOWServiceNow, Inc. | Stock | 1,102 | $877.3K | 0.5% | +52+5.0% | Added | History |
| NEENextera Energy Inc | Stock | 11,885 | $842.5K | 0.5% | 00.0% | Unchanged | History |
| HRBH&R Block Inc | COM | 15,265 | $838.2K | 0.5% | −12−0.1% | Reduced | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 23,620 | $824.6K | 0.5% | −615−2.5% | Reduced | – |
| MDLZMondelez International, Inc. | Stock | 12,008 | $814.7K | 0.5% | +453+3.9% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,932 | $811.6K | 0.5% | +1,730+10.7% | Added | – |
| PGProcter & Gamble Co | Stock | 4,701 | $801.1K | 0.4% | −13−0.3% | Reduced | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,809 | $800.0K | 0.4% | 00.0% | Unchanged | – |
| iShares MSCI India ETF46429B598 | ETF | 15,505 | $798.2K | 0.4% | +230+1.5% | Added | – |
| OKLOOklo Inc. | COM CL A | 36,465 | $788.7K | 0.4% | +410+1.1% | Added | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 18,115 | $787.8K | 0.4% | −75−0.4% | Reduced | History |
| CTRECareTrust REIT, Inc. | COM | 26,527 | $758.1K | 0.4% | +2,110+8.6% | Added | History |
| UNPUnion Pacific Corp | Stock | 3,190 | $753.6K | 0.4% | +155+5.1% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 68,790 | $704.4K | 0.4% | +2,990+4.5% | Added | History |
| WDAYWorkday, Inc. | CL A | 3,001 | $700.8K | 0.4% | −28−0.9% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 4,745 | $693.5K | 0.4% | +4,639+4,376.4% | Added | History |
| RIORio Tinto PLC | ADR | 11,505 | $691.2K | 0.4% | +675+6.2% | Added | History |
| TMToyota Motor Corp | ADS | 3,868 | $682.8K | 0.4% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 5,423 | $660.5K | 0.4% | 00.0% | Unchanged | History |
| LEUCentrus Energy Corp | Stock | 10,379 | $645.7K | 0.4% | +509+5.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,197 | $615.2K | 0.3% | +5+0.4% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,422 | $608.1K | 0.3% | +4,502+76.0% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 1,098 | $599.8K | 0.3% | −92−7.7% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 4,741 | $599.4K | 0.3% | −1,816−27.7% | Reduced | History |
| NXTNextpower Inc. | Stock | 13,900 | $585.7K | 0.3% | −950−6.4% | Reduced | History |
| MCDMcDonalds Corp | Stock | 1,872 | $584.6K | 0.3% | −556−22.9% | Reduced | History |
Sold out since Q4 2024 (18)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 2,968 | $1.50M | 0.8% | History |
| WMWaste Management Inc | Stock | 6,669 | $1.35M | 0.7% | History |
| MNSTMonster Beverage Corp | COM | 24,344 | $1.28M | 0.7% | History |
| PEPPepsiCo Inc | Stock | 4,611 | $701.1K | 0.4% | History |
| KOCoca Cola Co | Stock | 4,255 | $264.9K | 0.1% | History |
| GCTGigaCloud Technology Inc | Stock | 13,095 | $242.5K | 0.1% | History |
| MRKMerck & Co., Inc. | Stock | 2,406 | $239.3K | 0.1% | History |
| LINLinde PLC | Stock | 139 | $58.2K | <0.1% | History |
| AZOAutoZone Inc | COM | 13 | $41.6K | <0.1% | History |
| TXNTexas Instruments Inc | Stock | 200 | $37.5K | <0.1% | History |
| KHCKraft Heinz Co | Stock | 1,200 | $36.9K | <0.1% | History |
| OTISOtis Worldwide Corp | Stock | 250 | $23.2K | <0.1% | History |
| PSXPhillips 66 | Stock | 161 | $18.3K | <0.1% | History |
| KSSKOHLS Corp | Stock | 600 | $8.42K | <0.1% | History |
| SNPSSynopsys Inc | COM | 15 | $7.28K | <0.1% | History |
| LRCXLam Research Corp | Stock | 100 | $7.22K | <0.1% | History |
| NVONovo Nordisk A S | ADR | 80 | $6.88K | <0.1% | History |
| Exchange Traded Concepts Tru301505731 | ROBO GLB ARTIF | 60 | $2.94K | <0.1% | – |