Legacy Bridge, LLC Portfolio Holdings

Legacy Bridge, LLC

  • $165 Million
  • Q1 2025

Legacy Bridge, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $165 Million distributed in 319 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.29M, West Bancorporation Inc with a value of $5.23M, Palantir Technologies Inc. with a value of $4.94M, Broadcom Inc. with a value of $4.81M, and Berkshire Hathaway Inc Class B with a value of $3.86M.

Examining the 13F form we can see an decrease of $10.1M in the current position value, from $175M to 165M.

Below you can find more details about Legacy Bridge, LLC portfolio as well as his latest detailed transactions.

Portfolio value $165 Million
Technology: $37.5 Million
ETFs: $32.9 Million
Industrials: $20.6 Million
Financial Services: $19.1 Million
Consumer Cyclical: $14 Million
Healthcare: $11.5 Million
Consumer Defensive: $7.9 Million
Energy: $7.61 Million
Other: $13.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$359B
$6.29 Million 3.81% of portfolio
58,052
Q1 2025 Added 6.75%
$319M
$5.23 Million 3.17% of portfolio
262,501
Q1 2025 Reduced 1.32%
$271B
$4.94 Million 3.0% of portfolio
58,582
Q1 2025 Added 2.81%
$101B
$4.81 Million 2.92% of portfolio
28,750
Q1 2025 Added 2.68%
$648B
$3.86 Million 2.34% of portfolio
7,256
Q1 2025 Added 4.01%
$256B
$3.18 Million 1.93% of portfolio
36,222
Q1 2025 Added 5.88%
$2.19T
$3.15 Million 1.91% of portfolio
16,580
Q1 2025 Reduced 1.7%
$3.56T
$2.98 Million 1.8% of portfolio
7,930
Q1 2025 Reduced 0.26%
$752B
$2.86 Million 1.73% of portfolio
3,463
Q1 2025 Added 2.21%
$132B
$2.61 Million 1.58% of portfolio
9,588
Q1 2025 Added 3.79%
$0
$2.55 Million 1.55% of portfolio
136,465
Q1 2025 Added 2.78%
$433B
$2.52 Million 1.53% of portfolio
2,663
Q1 2025 Added 0.15%
$189B
$2.3 Million 1.39% of portfolio
6,972
Q1 2025 Reduced 2.46%
$791B
$2.24 Million 1.35% of portfolio
9,115
Q1 2025 Added 6.8%
$6.35B
$2.12 Million 1.29% of portfolio
18,736
Q1 2025 Added 5.76%
$32.7B
$2.04 Million 1.24% of portfolio
23,573
Q1 2025 Added 4.04%
$357B
$1.99 Million 1.2% of portfolio
5,417
Q1 2025 Added 1.59%
$83.8B
$1.96 Million 1.19% of portfolio
3,219
Q3 2024 Reduced 5.02%
$60.5B
$1.93 Million 1.17% of portfolio
11,284
Q1 2025 Reduced 6.93%
$158B
$1.91 Million 1.16% of portfolio
4,066
Q1 2025 Added 1.75%
$3.14T
$1.92 Million 1.16% of portfolio
8,636
Q1 2025 Reduced 3.34%
$132B
$1.9 Million 1.15% of portfolio
8,136
Q1 2025 Reduced 0.84%
$71.5B
$1.9 Million 1.15% of portfolio
23,674
Q1 2025 Added 0.01%
$0
$1.85 Million 1.12% of portfolio
9,259
Q1 2025 Added 8.42%
$1.11T
$1.85 Million 1.12% of portfolio
11,168
Q1 2025 Added 0.95%
$275B
$1.85 Million 1.12% of portfolio
6,930
Q3 2024 Reduced 0.29%
$0
$1.84 Million 1.12% of portfolio
7,206
Q1 2025 Added 20.0%
$5.66B
$1.81 Million 1.1% of portfolio
32,890
Q4 2024 Added 400.0%
$55.5B
$1.8 Million 1.09% of portfolio
3,414
Q1 2025 Added 46.84%
$0
$1.67 Million 1.01% of portfolio
32,820
Q1 2025 Reduced 0.46%
$4.62B
$1.65 Million 1.0% of portfolio
10,986
Q1 2025 Reduced 0.9%
$10.6B
$1.64 Million 1.0% of portfolio
10,396
Q3 2024 Added 100.0%
$475B
$1.59 Million 0.96% of portfolio
13,355
Q1 2025 Added 2.69%
$0
$1.57 Million 0.95% of portfolio
18,439
Q1 2025 Added 2.22%
$173B
$1.56 Million 0.95% of portfolio
10,162
Q3 2024 Reduced 0.25%
$0
$1.56 Million 0.94% of portfolio
25,058
Q1 2025 Added 19.28%
$1.08T
$1.52 Million 0.92% of portfolio
9,730
Q1 2025 Added 5.19%
$0
$1.5 Million 0.91% of portfolio
18,554
Q1 2025 Reduced 3.13%
$291B
$1.48 Million 0.9% of portfolio
8,858
Q1 2025 Added 2.31%
$80.8B
$1.46 Million 0.89% of portfolio
1,794
Q1 2025 Reduced 1.91%
$0
$1.47 Million 0.89% of portfolio
9,730
Q1 2024 Reduced 9.32%
$146B
$1.41 Million 0.86% of portfolio
14,023
Q1 2024 Reduced 9.08%
$72.6B
$1.41 Million 0.85% of portfolio
16,788
Q1 2025 Added 2.82%
$7.66B
$1.4 Million 0.85% of portfolio
17,667
Q1 2025 Added 0.04%
$50.6B
$1.39 Million 0.84% of portfolio
9,690
Q1 2025 Added 6.23%
$55.9B
$1.39 Million 0.84% of portfolio
7,290
Q1 2025 Reduced 3.7%
$302B
$1.38 Million 0.84% of portfolio
2,086
Q1 2025 Added 4.56%
$42.2B
$1.37 Million 0.83% of portfolio
18,060
Q1 2025 Added 2.7%
$0
$1.36 Million 0.82% of portfolio
10,781
Q1 2024 Reduced 2.09%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $165 Million
  • Prior Value $175 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 39 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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