Legacy Bridge, LLC
- SEC CIK
- 0001689144
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 464
- +152 vs. Q3 2025
- Portfolio value
- $246.4M
- +$6.07M (+2.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 64,458 | $12.0M | 4.9% | +2,816+4.6% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 58,812 | $10.5M | 4.2% | +185+0.3% | Added | History |
| GEVGE Vernova Inc. | Stock | 11,495 | $7.51M | 3.0% | +17+0.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 21,683 | $7.50M | 3.0% | −7,978−26.9% | Reduced | History |
| STRLSterling Infrastructure, Inc. | COM | 18,438 | $5.65M | 2.3% | +177+1.0% | Added | History |
| WTBAWest Bancorporation Inc | CAP STK | 254,401 | $5.65M | 2.3% | 00.0% | Unchanged | History |
| CLSCelestica Inc | Stock | 18,487 | $5.46M | 2.2% | −88−0.5% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 38,387 | $5.03M | 2.0% | +93+0.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 8,789 | $4.25M | 1.7% | +556+6.8% | Added | History |
| CATCaterpillar Inc | Stock | 7,365 | $4.22M | 1.7% | +163+2.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 18,228 | $4.21M | 1.7% | +844+4.9% | Added | History |
| LLYEli Lilly & Co | Stock | 3,862 | $4.15M | 1.7% | +172+4.7% | Added | History |
| WMTWalmart Inc. | Stock | 36,986 | $4.12M | 1.7% | +1,023+2.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,902 | $3.97M | 1.6% | +253+3.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,200 | $3.40M | 1.4% | +170+1.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 10,083 | $3.16M | 1.3% | +517+5.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 9,657 | $3.11M | 1.3% | +514+5.6% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 19,049 | $3.09M | 1.3% | −24−0.1% | Reduced | History |
| ETNEaton Corp plc | Stock | 9,528 | $3.03M | 1.2% | +20.0% | Added | History |
| JCIJohnson Controls International plc | Stock | 23,159 | $2.77M | 1.1% | −83−0.4% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 3,147 | $2.77M | 1.1% | −24−0.8% | Reduced | History |
| OKLOOklo Inc. | COM CL A | 38,135 | $2.74M | 1.1% | +93+0.2% | Added | History |
| LEUCentrus Energy Corp | Stock | 10,461 | $2.54M | 1.0% | +128+1.2% | Added | History |
| AAPLApple Inc. | Stock | 9,253 | $2.52M | 1.0% | +1,171+14.5% | Added | History |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 125,605 | $2.40M | 1.0% | −3,740−2.9% | Reduced | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,332 | $2.37M | 1.0% | +100+1.4% | Added | – |
| ISRGIntuitive Surgical Inc | COM NEW | 4,112 | $2.33M | 0.9% | +78+1.9% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,675 | $2.31M | 0.9% | +12+0.5% | Added | History |
| ASMLASML Holding NV | ADR | 2,061 | $2.20M | 0.9% | +45+2.2% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 8,914 | $2.19M | 0.9% | −65−0.7% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 33,629 | $2.10M | 0.9% | −182−0.5% | Reduced | – |
| AXONAxon Enterprise, Inc. | COM | 3,653 | $2.07M | 0.8% | −31−0.8% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 11,236 | $2.07M | 0.8% | −23−0.2% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,418 | $2.04M | 0.8% | +7,385+32.1% | Added | – |
| BNYBank of New York Mellon Corp | Stock | 17,596 | $2.04M | 0.8% | +758+4.5% | Added | History |
| HDHome Depot, Inc. | Stock | 5,689 | $1.96M | 0.8% | +247+4.5% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,364 | $1.91M | 0.8% | +50.0% | Added | – |
| LOWLowes Companies Inc | Stock | 7,915 | $1.91M | 0.8% | −65−0.8% | Reduced | History |
| DEDeere & Co | Stock | 3,941 | $1.83M | 0.7% | −76−1.9% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 18,724 | $1.80M | 0.7% | −70−0.4% | Reduced | – |
| NDAQNasdaq, Inc. | COM | 18,275 | $1.78M | 0.7% | +195+1.1% | Added | History |
| WSMWilliams Sonoma Inc | COM | 9,921 | $1.77M | 0.7% | −175−1.7% | Reduced | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,335 | $1.69M | 0.7% | −95−1.0% | Reduced | – |
| QCOMQualcomm Inc | Stock | 9,781 | $1.67M | 0.7% | +41+0.4% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 13,835 | $1.66M | 0.7% | +203+1.5% | Added | History |
| TSCOTractor Supply Co | COM | 32,490 | $1.62M | 0.7% | −350−1.1% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 66,505 | $1.60M | 0.6% | +175+0.3% | Added | History |
| MSMorgan Stanley | Stock | 8,867 | $1.57M | 0.6% | −51−0.6% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 1,449 | $1.55M | 0.6% | −21−1.4% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,950 | $1.54M | 0.6% | +169+1.6% | Added | – |
| PWRQuanta Services, Inc. | COM | 3,630 | $1.53M | 0.6% | +132+3.8% | Added | History |
| MUMicron Technology Inc | Stock | 5,367 | $1.53M | 0.6% | +4,545+552.9% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 7,041 | $1.53M | 0.6% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 30,027 | $1.53M | 0.6% | +515+1.7% | Added | History |
| VLOValero Energy Corp | Stock | 9,353 | $1.52M | 0.6% | −59−0.6% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,108 | $1.52M | 0.6% | +5,800+443.4% | Added | History |
| NBISNebius Group N.V. | Stock | 17,995 | $1.51M | 0.6% | +535+3.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,281 | $1.51M | 0.6% | +367+19.2% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 15,634 | $1.50M | 0.6% | 00.0% | Unchanged | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 17,319 | $1.47M | 0.6% | +14,863+605.2% | Added | – |
| DLRDigital Realty Trust, Inc. | COM | 9,409 | $1.46M | 0.6% | +74+0.8% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 47,846 | $1.44M | 0.6% | 00.0% | Unchanged | – |
| NFGNational Fuel Gas Co | Stock | 17,927 | $1.44M | 0.6% | +132+0.7% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 11,299 | $1.38M | 0.6% | +845+8.1% | Added | – |
| BSXBoston Scientific Corp | Stock | 14,162 | $1.35M | 0.5% | +139+1.0% | Added | History |
| FITBFifth Third Bancorp | COM | 28,645 | $1.34M | 0.5% | +1,703+6.3% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 6,597 | $1.34M | 0.5% | +37+0.6% | Added | History |
| CVXChevron Corp | Stock | 8,774 | $1.34M | 0.5% | +21+0.2% | Added | History |
| EQIXEquinix Inc | COM | 1,730 | $1.33M | 0.5% | +11+0.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,152 | $1.25M | 0.5% | 00.0% | Unchanged | History |
| VSTVistra Corp. | Stock | 7,705 | $1.24M | 0.5% | +15+0.2% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 15,083 | $1.24M | 0.5% | −117−0.8% | Reduced | History |
| DHRDanaher Corp | Stock | 5,161 | $1.18M | 0.5% | −32−0.6% | Reduced | History |
| NXTNextpower Inc. | Stock | 13,470 | $1.17M | 0.5% | +200+1.5% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 68,355 | $1.14M | 0.5% | −300−0.4% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 5,001 | $1.10M | 0.4% | +88+1.8% | Added | History |
| CCJCameco Corp | Stock | 11,508 | $1.05M | 0.4% | +100+0.9% | Added | History |
| JJacobs Solutions Inc. | COM | 7,947 | $1.05M | 0.4% | +148+1.9% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,157 | $1.03M | 0.4% | +194+1.0% | Added | – |
| ESEEsco Technologies Inc | COM | 5,229 | $1.02M | 0.4% | +98+1.9% | Added | History |
| SYKStryker Corp | Stock | 2,891 | $1.02M | 0.4% | +65+2.3% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 1,119 | $983.6K | 0.4% | +21+1.9% | Added | History |
| NEENextera Energy Inc | Stock | 12,224 | $981.3K | 0.4% | +99+0.8% | Added | History |
| AVAVAeroVironment Inc | COM | 4,046 | $978.7K | 0.4% | +39+1.0% | Added | History |
| CTRECareTrust REIT, Inc. | COM | 26,122 | $944.6K | 0.4% | +195+0.8% | Added | History |
| RIORio Tinto PLC | ADR | 11,680 | $934.8K | 0.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,812 | $880.2K | 0.4% | +532+23.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 5,645 | $864.8K | 0.4% | +120+2.2% | AddedConverted for a 5-for-1 split | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,309 | $864.0K | 0.4% | 00.0% | Unchanged | – |
| TJXTJX Companies Inc | Stock | 5,598 | $859.9K | 0.3% | +175+3.2% | Added | History |
| NSITInsight Enterprises Inc | COM | 10,415 | $848.5K | 0.3% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,197 | $812.7K | 0.3% | +300+2.2% | Added | – |
| iShares MSCI India ETF46429B598 | ETF | 14,889 | $804.8K | 0.3% | +80+0.5% | Added | – |
| CELHCelsius Holdings, Inc. | COM NEW | 17,482 | $799.6K | 0.3% | +430+2.5% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,264 | $792.7K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 7,932 | $789.4K | 0.3% | +380+5.0% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 32,096 | $771.6K | 0.3% | +2,720+9.3% | Added | – |
| TMToyota Motor Corp | ADS | 3,598 | $770.2K | 0.3% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 30,459 | $758.4K | 0.3% | +551+1.8% | Added | History |
| TEMTempus AI, Inc. | CL A | 12,418 | $733.3K | 0.3% | +193+1.6% | Added | History |
Sold out since Q3 2025 (10)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 2,906 | $73.2K | <0.1% | – |
| TTETotalEnergies SE | SPONSORED ADS | 1,099 | $65.6K | <0.1% | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 100 | $20.9K | <0.1% | – |
| RBRKRubrik, Inc. | Stock | 160 | $13.2K | <0.1% | History |
| CFLTConfluent, Inc. | CLASS A COM | 400 | $7.92K | <0.1% | History |
| RKLBRocket Lab Corp | COM | 35 | $1.68K | <0.1% | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 30 | $1.47K | <0.1% | History |
| UBERUber Technologies, Inc | Stock | 12 | $1.18K | <0.1% | History |
| HONHoneywell International Inc | COM | 2 | $421 | <0.1% | History |
| KOCoca Cola Co | Stock | 6 | $398 | <0.1% | History |