Legacy Bridge, LLC
- SEC CIK
- 0001689144
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 312
- +9 vs. Q2 2025
- Portfolio value
- $240.3M
- +$29.6M (+14.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 61,642 | $11.5M | 4.8% | +498+0.8% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 58,627 | $10.7M | 4.5% | +1,022+1.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 29,661 | $9.79M | 4.1% | −255−0.9% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 11,478 | $7.06M | 2.9% | +73+0.6% | Added | History |
| STRLSterling Infrastructure, Inc. | COM | 18,261 | $6.20M | 2.6% | 00.0% | Unchanged | History |
| ANETArista Networks, Inc. | Stock | 38,294 | $5.58M | 2.3% | 00.0% | Unchanged | History |
| WTBAWest Bancorporation Inc | CAP STK | 254,401 | $5.17M | 2.2% | −5,100−2.0% | Reduced | History |
| CLSCelestica Inc | Stock | 18,575 | $4.58M | 1.9% | −160−0.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 8,233 | $4.26M | 1.8% | +313+4.0% | Added | History |
| OKLOOklo Inc. | COM CL A | 38,042 | $4.25M | 1.8% | +522+1.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,649 | $3.85M | 1.6% | +34+0.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 17,384 | $3.82M | 1.6% | +619+3.7% | Added | History |
| WMTWalmart Inc. | Stock | 35,963 | $3.71M | 1.5% | −50−0.1% | Reduced | History |
| ETNEaton Corp plc | Stock | 9,526 | $3.57M | 1.5% | −62−0.6% | Reduced | History |
| CATCaterpillar Inc | Stock | 7,202 | $3.44M | 1.4% | −70−1.0% | Reduced | History |
| LEUCentrus Energy Corp | Stock | 10,333 | $3.20M | 1.3% | +54+0.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,030 | $3.08M | 1.3% | −148−1.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 9,143 | $2.88M | 1.2% | +28+0.3% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 19,073 | $2.88M | 1.2% | −5,300−21.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,690 | $2.82M | 1.2% | +79+2.2% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 3,684 | $2.64M | 1.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 23,242 | $2.56M | 1.1% | −430−1.8% | Reduced | History |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 129,345 | $2.48M | 1.0% | −1,015−0.8% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 2,663 | $2.46M | 1.0% | +5+0.2% | Added | History |
| PHParker-Hannifin Corp | Stock | 3,171 | $2.40M | 1.0% | −23−0.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 9,566 | $2.33M | 1.0% | −64−0.7% | Reduced | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,232 | $2.31M | 1.0% | +29+0.4% | Added | – |
| PANWPalo Alto Networks Inc | Stock | 11,259 | $2.29M | 1.0% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 5,442 | $2.21M | 0.9% | +10+0.2% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 8,979 | $2.17M | 0.9% | +85+1.0% | Added | – |
| AAPLApple Inc. | Stock | 8,082 | $2.06M | 0.9% | −10−0.1% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 33,811 | $2.03M | 0.8% | +107+0.3% | Added | – |
| LOWLowes Companies Inc | Stock | 7,980 | $2.01M | 0.8% | −130−1.6% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 10,096 | $1.97M | 0.8% | −100−1.0% | Reduced | History |
| NBISNebius Group N.V. | Stock | 17,460 | $1.96M | 0.8% | +16,880+2,910.3% | Added | History |
| ASMLASML Holding NV | ADR | 2,016 | $1.95M | 0.8% | 00.0% | Unchanged | History |
| TSCOTractor Supply Co | COM | 32,840 | $1.87M | 0.8% | −50−0.2% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,359 | $1.86M | 0.8% | +300+1.2% | Added | – |
| DEDeere & Co | Stock | 4,017 | $1.84M | 0.8% | −30−0.7% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 16,838 | $1.83M | 0.8% | +50+0.3% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 18,794 | $1.81M | 0.8% | +100+0.5% | Added | – |
| ISRGIntuitive Surgical Inc | COM NEW | 4,034 | $1.80M | 0.8% | −56−1.4% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 1,470 | $1.71M | 0.7% | −22−1.5% | Reduced | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,430 | $1.67M | 0.7% | 00.0% | Unchanged | – |
| NFGNational Fuel Gas Co | Stock | 17,795 | $1.64M | 0.7% | +128+0.7% | Added | History |
| HPEHewlett Packard Enterprise Co | COM | 66,330 | $1.63M | 0.7% | −610−0.9% | Reduced | History |
| QCOMQualcomm Inc | Stock | 9,740 | $1.62M | 0.7% | −200−2.0% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 9,335 | $1.61M | 0.7% | −85−0.9% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 7,041 | $1.60M | 0.7% | 00.0% | Unchanged | History |
| VLOValero Energy Corp | Stock | 9,412 | $1.60M | 0.7% | −30−0.3% | Reduced | History |
| NDAQNasdaq, Inc. | COM | 18,080 | $1.60M | 0.7% | +20+0.1% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 6,560 | $1.57M | 0.7% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 13,632 | $1.54M | 0.6% | −81−0.6% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 23,033 | $1.52M | 0.6% | +1,226+5.6% | Added | – |
| VSTVistra Corp. | Stock | 7,690 | $1.51M | 0.6% | −20−0.3% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,781 | $1.51M | 0.6% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,634 | $1.46M | 0.6% | +225+1.5% | Added | – |
| PWRQuanta Services, Inc. | COM | 3,498 | $1.45M | 0.6% | +56+1.6% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 47,846 | $1.42M | 0.6% | +825+1.8% | Added | – |
| MSMorgan Stanley | Stock | 8,918 | $1.42M | 0.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,914 | $1.41M | 0.6% | +178+10.3% | Added | History |
| BSXBoston Scientific Corp | Stock | 14,023 | $1.37M | 0.6% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 8,753 | $1.36M | 0.6% | −105−1.2% | Reduced | History |
| EQIXEquinix Inc | COM | 1,719 | $1.35M | 0.6% | −15−0.9% | Reduced | History |
| AVAVAeroVironment Inc | COM | 4,007 | $1.26M | 0.5% | +6+0.1% | Added | History |
| FITBFifth Third Bancorp | COM | 26,942 | $1.20M | 0.5% | +160+0.6% | Added | History |
| NSITInsight Enterprises Inc | COM | 10,415 | $1.18M | 0.5% | −400−3.7% | Reduced | History |
| JJacobs Solutions Inc. | COM | 7,799 | $1.17M | 0.5% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 29,512 | $1.16M | 0.5% | −600−2.0% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 15,200 | $1.14M | 0.5% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 4,913 | $1.11M | 0.5% | 00.0% | Unchanged | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 68,655 | $1.10M | 0.5% | −135−0.2% | Reduced | History |
| ESEEsco Technologies Inc | COM | 5,131 | $1.08M | 0.5% | +5,131 | New | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 10,454 | $1.05M | 0.4% | −455−4.2% | Reduced | – |
| SYKStryker Corp | Stock | 2,826 | $1.04M | 0.4% | −60−2.1% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,152 | $1.04M | 0.4% | −34−1.6% | Reduced | History |
| DHRDanaher Corp | Stock | 5,193 | $1.03M | 0.4% | −175−3.3% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,963 | $1.03M | 0.4% | +130+0.7% | Added | – |
| NOWServiceNow, Inc. | Stock | 1,105 | $1.02M | 0.4% | +7+0.6% | Added | History |
| TEMTempus AI, Inc. | CL A | 12,225 | $986.7K | 0.4% | −15−0.1% | Reduced | History |
| NXTNextpower Inc. | Stock | 13,270 | $981.8K | 0.4% | −130−1.0% | Reduced | History |
| CELHCelsius Holdings, Inc. | COM NEW | 17,052 | $980.3K | 0.4% | +17,052 | New | History |
| CCJCameco Corp | Stock | 11,408 | $956.7K | 0.4% | 00.0% | Unchanged | History |
| ONONOn Holding AG | Stock | 22,145 | $937.8K | 0.4% | +21,365+2,739.1% | Added | History |
| NEENextera Energy Inc | Stock | 12,125 | $915.3K | 0.4% | −40−0.3% | Reduced | History |
| CTRECareTrust REIT, Inc. | COM | 25,927 | $899.1K | 0.4% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,309 | $898.5K | 0.4% | 00.0% | Unchanged | – |
| GSGoldman Sachs Group Inc | Stock | 1,098 | $874.4K | 0.4% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 13,897 | $793.5K | 0.3% | −749−5.1% | Reduced | – |
| TJXTJX Companies Inc | Stock | 5,423 | $783.8K | 0.3% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,264 | $774.0K | 0.3% | +50+4.1% | Added | – |
| HRBH&R Block Inc | COM | 15,265 | $772.0K | 0.3% | 00.0% | Unchanged | History |
| RIORio Tinto PLC | ADR | 11,680 | $771.0K | 0.3% | 00.0% | Unchanged | History |
| iShares MSCI India ETF46429B598 | ETF | 14,809 | $771.0K | 0.3% | −340−2.2% | Reduced | – |
| PFEPfizer Inc | Stock | 29,908 | $762.1K | 0.3% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 3,145 | $743.4K | 0.3% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 11,883 | $742.3K | 0.3% | −125−1.0% | Reduced | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 7,552 | $738.7K | 0.3% | 00.0% | Unchanged | – |
| IONQIonQ, Inc. | COM | 11,545 | $710.0K | 0.3% | +11,275+4,175.9% | Added | History |
| TMToyota Motor Corp | ADS | 3,598 | $687.5K | 0.3% | −128−3.4% | Reduced | History |
Sold out since Q2 2025 (5)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| VRTXVertex Pharmaceuticals Inc | Stock | 2,332 | $1.04M | 0.5% | History |
| FSLRFirst Solar, Inc. | Stock | 4,669 | $772.9K | 0.4% | History |
| SKXSkechers USA Inc | CL A | 6,768 | $427.1K | 0.2% | History |
| NEMNEWMONT Corp | Stock | 225 | $13.1K | <0.1% | History |
| HALHalliburton Co | Stock | 100 | $2.04K | <0.1% | History |