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Livermore
Livermore
ZHEN

Legacy Bridge, LLC

SEC CIK
0001689144
Latest filing
Aug 13, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 6, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
303
−16 vs. Q1 2025
Portfolio value
$210.7M
+$31.5M (+17.6%) vs. Q1 2025
Filed
Aug 6, 2025
SEC
Holdings of Legacy Bridge, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock61,144$9.66M4.6%+3,092+5.3%AddedHistory
AVGOBroadcom Inc.Stock29,916$8.25M3.9%+1,166+4.1%AddedHistory
PLTRPalantir Technologies Inc.Stock57,605$7.85M3.7%−977−1.7%ReducedHistory
GEVGE Vernova Inc.Stock11,405$6.03M2.9%+235+2.1%AddedHistory
WTBAWest Bancorporation IncCAP STK259,501$5.09M2.4%−3,000−1.1%ReducedHistory
STRLSterling Infrastructure, Inc.COM18,261$4.21M2.0%−475−2.5%ReducedHistory
MSFTMicrosoft CorpStock7,920$3.94M1.9%−10−0.1%ReducedHistory
ANETArista Networks, Inc.Stock38,294$3.92M1.9%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock7,615$3.70M1.8%+359+4.9%AddedHistory
AMZNAmazon Com IncStock16,765$3.68M1.7%+185+1.1%AddedHistory
WMTWalmart Inc.Stock36,013$3.52M1.7%−209−0.6%ReducedHistory
ETNEaton Corp plcStock9,588$3.42M1.6%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A24,373$3.13M1.5%+800+3.4%AddedHistory
AXONAxon Enterprise, Inc.COM3,684$3.05M1.4%+270+7.9%AddedHistory
CLSCelestica IncStock18,735$2.92M1.4%00.0%UnchangedHistory
CATCaterpillar IncStock7,272$2.82M1.3%+300+4.3%AddedHistory
LLYEli Lilly & CoStock3,611$2.81M1.3%+148+4.3%AddedHistory
JPMJPMorgan Chase & CoStock9,115$2.64M1.3%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock2,658$2.63M1.2%−5−0.2%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,178$2.53M1.2%+10+0.1%AddedHistory
JCIJohnson Controls International plcStock23,672$2.50M1.2%−20.0%ReducedHistory
Principal Exchange Traded FD74255Y888SPECTRUM PFD130,360$2.47M1.2%−6,105−4.5%Reduced–
PANWPalo Alto Networks IncStock11,259$2.30M1.1%−25−0.2%ReducedHistory
PHParker-Hannifin CorpStock3,194$2.23M1.1%−25−0.8%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW4,090$2.22M1.1%00.0%UnchangedHistory
OKLOOklo Inc.COM CL A37,520$2.10M1.0%+1,055+2.9%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF7,203$2.06M1.0%−30.0%Reduced–
DEDeere & CoStock4,047$2.06M1.0%−19−0.5%ReducedHistory
HDHome Depot, Inc.Stock5,432$1.99M0.9%+15+0.3%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF33,704$1.92M0.9%+884+2.7%Added–
iShares Russell 2000 ETF464287655ETF8,894$1.92M0.9%−365−3.9%Reduced–
LEUCentrus Energy CorpStock10,279$1.88M0.9%−100−1.0%ReducedHistory
LOWLowes Companies IncStock8,110$1.80M0.9%−26−0.3%ReducedHistory
TSCOTractor Supply CoCOM32,890$1.74M0.8%00.0%UnchangedHistory
Vanguard Star FDS921909768VG TL INTL STK F25,059$1.73M0.8%+10.0%Added–
iShares Russell Midcap ETF464287499ETF18,694$1.72M0.8%+255+1.4%Added–
GOOGAlphabet Inc.Stock9,630$1.71M0.8%−100−1.0%ReducedHistory
WSMWilliams Sonoma IncCOM10,196$1.67M0.8%−200−1.9%ReducedHistory
AAPLApple Inc.Stock8,092$1.66M0.8%−544−6.3%ReducedHistory
DLRDigital Realty Trust, Inc.COM9,420$1.64M0.8%−270−2.8%ReducedHistory
ASMLASML Holding NVADR2,016$1.62M0.8%−70−3.4%ReducedHistory
NDAQNasdaq, Inc.COM18,060$1.61M0.8%00.0%UnchangedHistory
QCOMQualcomm IncStock9,940$1.58M0.8%−222−2.2%ReducedHistory
BLKBlackRock, Inc.Stock1,492$1.57M0.7%−14−0.9%ReducedHistory
TMUST-Mobile US, Inc.Stock6,560$1.56M0.7%−370−5.3%ReducedHistory
NXPINXP Semiconductors N.V.COM7,041$1.54M0.7%−249−3.4%ReducedHistory
BNYBank of New York Mellon CorpStock16,788$1.53M0.7%00.0%UnchangedHistory
BSXBoston Scientific CorpStock14,023$1.51M0.7%00.0%UnchangedHistory
NFGNational Fuel Gas CoStock17,667$1.50M0.7%00.0%UnchangedHistory
VSTVistra Corp.Stock7,710$1.49M0.7%−165−2.1%ReducedHistory
NSITInsight Enterprises IncCOM10,815$1.49M0.7%−171−1.6%ReducedHistory
iShares Tr464287630RUS 2000 VAL ETF9,430$1.49M0.7%−300−3.1%Reduced–
XOMExxonMobil Holdings CorpCOM13,713$1.48M0.7%+358+2.7%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF10,781$1.42M0.7%00.0%Unchanged–
EQIXEquinix IncCOM1,734$1.38M0.7%−60−3.3%ReducedHistory
iShares MSCI Eafe ETF464287465ETF15,409$1.38M0.7%−624−3.9%Reduced–
HPEHewlett Packard Enterprise CoCOM66,940$1.37M0.6%−2,455−3.5%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF47,021$1.32M0.6%+1,000+2.2%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF21,807$1.31M0.6%−26−0.1%Reduced–
FCXFreeport-McMoran IncStock30,112$1.31M0.6%−675−2.2%ReducedHistory
PWRQuanta Services, Inc.COM3,442$1.30M0.6%+3,442NewHistory
METAMeta Platforms, Inc.Stock1,736$1.28M0.6%+2+0.1%AddedHistory
VLOValero Energy CorpStock9,442$1.27M0.6%00.0%UnchangedHistory
CVXChevron CorpStock8,858$1.27M0.6%00.0%UnchangedHistory
MSMorgan StanleyStock8,918$1.26M0.6%−740−7.7%ReducedHistory
SYKStryker CorpStock2,886$1.14M0.5%−30−1.0%ReducedHistory
AVAVAeroVironment IncCOM4,001$1.14M0.5%+75+1.9%AddedHistory
NOWServiceNow, Inc.Stock1,098$1.13M0.5%−4−0.4%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock15,200$1.13M0.5%−645−4.1%ReducedHistory
FITBFifth Third BancorpCOM26,782$1.10M0.5%+26,782NewHistory
SNOWSnowflake Inc.Stock4,913$1.10M0.5%+168+3.5%AddedHistory
DHRDanaher CorpStock5,368$1.06M0.5%−295−5.2%ReducedHistory
VRTXVertex Pharmaceuticals IncStock2,332$1.04M0.5%00.0%UnchangedHistory
JJacobs Solutions Inc.COM7,799$1.03M0.5%−250−3.1%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A68,790$943.8K0.4%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF18,833$931.5K0.4%+901+5.0%Added–
State Street SPDR S&P Biotech ETF78464A870ETF10,909$904.7K0.4%−7,645−41.2%Reduced–
TMOThermo Fisher Scientific Inc.Stock2,186$886.3K0.4%−64−2.8%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF6,309$874.9K0.4%−500−7.3%Reduced–
CCJCameco CorpStock11,408$846.8K0.4%+640+5.9%AddedHistory
NEENextera Energy IncStock12,165$844.5K0.4%+280+2.4%AddedHistory
iShares MSCI India ETF46429B598ETF15,149$843.5K0.4%−356−2.3%Reduced–
HRBH&R Block IncCOM15,265$837.9K0.4%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM14,646$832.7K0.4%−2,022−12.1%Reduced–
MDLZMondelez International, Inc.Stock12,008$809.8K0.4%00.0%UnchangedHistory
CTRECareTrust REIT, Inc.COM25,927$793.4K0.4%−600−2.3%ReducedHistory
TEMTempus AI, Inc.CL A12,240$777.7K0.4%+180+1.5%AddedHistory
GSGoldman Sachs Group IncStock1,098$777.1K0.4%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock4,669$772.9K0.4%−72−1.5%ReducedHistory
NXTNextpower Inc.Stock13,400$728.6K0.3%−500−3.6%ReducedHistory
PFEPfizer IncStock29,908$725.0K0.3%+29,908NewHistory
UNPUnion Pacific CorpStock3,145$723.6K0.3%−45−1.4%ReducedHistory
PGProcter & Gamble CoStock4,401$701.2K0.3%−300−6.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF1,214$689.6K0.3%+17+1.4%Added–
RIORio Tinto PLCADR11,680$681.3K0.3%+175+1.5%AddedHistory
TJXTJX Companies IncStock5,423$669.7K0.3%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX7,552$658.7K0.3%−4,128−35.3%Reduced–
Schwab International Equity ETF808524805ETF29,376$649.2K0.3%00.0%Unchanged–
TMToyota Motor CorpADS3,726$641.8K0.3%−142−3.7%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF10,263$636.5K0.3%−159−1.5%Reduced–

Sold out since Q1 2025 (46)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Legacy Bridge, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
ACNAccenture plcStock3,452$1.08M0.6%History
ITWIllinois Tool Works IncStock4,331$1.07M0.6%History
RPMRPM International IncCOM9,148$1.06M0.6%History
Kraneshares Trust500767306CSI CHI INTERNET23,620$824.6K0.5%–
AMTMAmentum Holdings, Inc.COM6,680$121.6K0.1%History
CAGConagra Brands Inc.Stock2,000$53.3K<0.1%History
DFSDiscover Financial ServicesCOM150$25.6K<0.1%History
CRMSalesforce, Inc.Stock50$13.4K<0.1%History
TTDTrade Desk, Inc.Stock150$8.21K<0.1%History
TERTeradyne, IncStock90$7.43K<0.1%History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD50$3.95K<0.1%–
XYZBlock, Inc.CL A30$1.63K<0.1%History
AEPAmerican Electric Power Co IncStock3$340<0.1%History
FISFidelity National Information Services, Inc.Stock2$181<0.1%History
INVHInvitation Homes Inc.COM5$181<0.1%History
DVADavita Inc.COM1$176<0.1%History
DUKDuke Energy CORPStock1$174<0.1%History
AFLAflac IncStock2$174<0.1%History
FASTFastenal CoStock2$173<0.1%History
BALLBALL CorpCOM3$170<0.1%History
LNTAlliant Energy CorpStock3$168<0.1%History
GISGeneral Mills IncStock3$167<0.1%History
ALLEAllegion plcORD SHS1$167<0.1%History
FOXAFox CorpCL A COM3$167<0.1%History
EFXEquifax IncCOM1$166<0.1%History
GMGeneral Motors CoCOM3$161<0.1%History
CSCOCisco Systems, Inc.Stock3$160<0.1%History
CMGChipotle Mexican Grill IncCOM3$160<0.1%History
IPInternational Paper CoCOM3$160<0.1%History
EBAYeBay IncCOM2$159<0.1%History
APAAPA CorpStock7$156<0.1%History
FEFirstenergy CorpCOM4$156<0.1%History
FRTFederal Realty Investment TrustSH BEN INT NEW2$155<0.1%History
AREAlexandria Real Estate Equities, Inc.COM2$153<0.1%History
STTState Street CorpCOM2$152<0.1%History
AMEAmetek IncCOM1$152<0.1%History
DOVDOVER CorpCOM1$148<0.1%History
LVSLas Vegas Sands CorpCOM4$146<0.1%History
CMICummins IncStock0$144<0.1%History
JBLJabil IncStock1$142<0.1%History
CCLCarnival Corp Ltd.UNIT 99/99/99997$137<0.1%History
TFXTeleflex IncCOM1$130<0.1%History
LULUlululemon athletica inc.Stock0$129<0.1%History
CEGConstellation Energy CorpStock1$128<0.1%History
KGCKinross Gold CorpCOM10$127<0.1%History
INDIindie Semiconductor, Inc.CLASS A COM20$41<0.1%History