Legacy Bridge, LLC Portfolio Holdings

Legacy Bridge, LLC

  • $188 Million
  • Q2 2025

Legacy Bridge, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $188 Million distributed in 303 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.66M, Broadcom Inc. with a value of $8.25M, Palantir Technologies Inc. with a value of $7.85M, West Bancorporation Inc with a value of $5.09M, and Sterling Construction CO Inc with a value of $4.21M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $165M to 188M.

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

Portfolio value $188 Million
Technology: $49.4 Million
ETFs: $33.2 Million
Industrials: $26.6 Million
Financial Services: $21.5 Million
Consumer Cyclical: $14.4 Million
Healthcare: $12.1 Million
Energy: $8.99 Million
Consumer Defensive: $8.11 Million
Other: $14.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$516B
$9.66 Million 5.13% of portfolio
61,144
Q2 2025 Added 5.33%
$147B
$8.25 Million 4.38% of portfolio
29,916
Q2 2025 Added 4.06%
$407B
$7.85 Million 4.17% of portfolio
57,605
Q2 2025 Reduced 1.67%
$352M
$5.09 Million 2.71% of portfolio
259,501
Q2 2025 Reduced 1.14%
$11.5B
$4.21 Million 2.24% of portfolio
18,261
Q2 2025 Reduced 2.54%
$3.85T
$3.94 Million 2.09% of portfolio
7,920
Q2 2025 Reduced 0.13%
$621B
$3.7 Million 1.96% of portfolio
7,615
Q2 2025 Added 4.95%
$2.59T
$3.68 Million 1.95% of portfolio
16,765
Q2 2025 Added 1.12%
$276B
$3.52 Million 1.87% of portfolio
36,013
Q2 2025 Reduced 0.58%
$154B
$3.42 Million 1.82% of portfolio
9,588
Q1 2025 Added 3.79%
$51.5B
$3.05 Million 1.62% of portfolio
3,684
Q2 2025 Added 7.91%
$301B
$2.82 Million 1.5% of portfolio
7,272
Q2 2025 Added 4.3%
$852B
$2.81 Million 1.49% of portfolio
3,611
Q2 2025 Added 4.27%
$411B
$2.63 Million 1.4% of portfolio
2,658
Q2 2025 Reduced 0.19%
$907B
$2.64 Million 1.4% of portfolio
9,115
Q1 2025 Added 6.8%
$1.58T
$2.53 Million 1.34% of portfolio
11,178
Q2 2025 Added 0.09%
$0
$2.47 Million 1.31% of portfolio
130,360
Q2 2025 Reduced 4.47%
$65.6B
$2.3 Million 1.22% of portfolio
11,259
Q2 2025 Reduced 0.22%
$99.2B
$2.23 Million 1.18% of portfolio
3,194
Q2 2025 Reduced 0.78%
$192B
$2.22 Million 1.18% of portfolio
4,090
Q1 2025 Added 4.07%
$32.7B
$2.11 Million 1.12% of portfolio
24,373
Q2 2025 Added 3.39%
$139B
$2.06 Million 1.09% of portfolio
4,047
Q2 2025 Reduced 0.47%
$0
$2.06 Million 1.09% of portfolio
7,203
Q2 2025 Reduced 0.04%
$387B
$1.99 Million 1.06% of portfolio
5,432
Q2 2025 Added 0.28%
$0
$1.92 Million 1.02% of portfolio
33,704
Q2 2025 Added 2.69%
$0
$1.92 Million 1.02% of portfolio
8,894
Q2 2025 Reduced 3.94%
$5.22B
$1.88 Million 1.0% of portfolio
10,279
Q2 2025 Reduced 0.96%
$146B
$1.8 Million 0.96% of portfolio
8,110
Q2 2025 Reduced 0.32%
$5.83B
$1.74 Million 0.92% of portfolio
32,890
Q4 2024 Added 400.0%
$0
$1.73 Million 0.92% of portfolio
25,059
Q2 2025 Added 0.0%
$1.73T
$1.71 Million 0.91% of portfolio
9,630
Q2 2025 Reduced 1.03%
$0
$1.72 Million 0.91% of portfolio
18,694
Q2 2025 Added 1.38%
$4.32T
$1.66 Million 0.88% of portfolio
8,092
Q2 2025 Reduced 6.3%
$12.8B
$1.67 Million 0.88% of portfolio
10,196
Q2 2025 Reduced 1.92%
$49.4B
$1.64 Million 0.87% of portfolio
9,420
Q2 2025 Reduced 2.79%
$42.4B
$1.61 Million 0.86% of portfolio
18,060
Q1 2025 Added 2.7%
$424B
$1.62 Million 0.86% of portfolio
2,016
Q2 2025 Reduced 3.36%
$203B
$1.58 Million 0.84% of portfolio
9,940
Q2 2025 Reduced 2.18%
$253B
$1.56 Million 0.83% of portfolio
6,560
Q2 2025 Reduced 5.34%
$55.2B
$1.54 Million 0.82% of portfolio
7,041
Q2 2025 Reduced 3.42%
$87.3B
$1.53 Million 0.81% of portfolio
16,788
Q1 2025 Added 2.82%
$141B
$1.51 Million 0.8% of portfolio
14,023
Q1 2024 Reduced 9.08%
$474B
$1.48 Million 0.79% of portfolio
13,713
Q2 2025 Added 2.68%
$3.44B
$1.49 Million 0.79% of portfolio
10,815
Q2 2025 Reduced 1.56%
$7.31B
$1.5 Million 0.79% of portfolio
17,667
Q1 2025 Added 0.04%
$0
$1.49 Million 0.79% of portfolio
9,430
Q2 2025 Reduced 3.08%
$80.4B
$1.49 Million 0.79% of portfolio
7,710
Q2 2025 Reduced 2.1%
$0
$1.42 Million 0.76% of portfolio
10,781
Q1 2024 Reduced 2.09%
$0
$1.38 Million 0.73% of portfolio
15,409
Q2 2025 Reduced 3.89%

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $188 Million
  • Prior Value $165 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
Track This Portfolio

Track Legacy Bridge, LLC Portfolio

Follow Legacy Bridge, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Bridge, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Bridge, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email