Legacy Bridge, LLC Portfolio Holdings

Legacy Bridge, LLC

  • $208 Million
  • Q3 2025

Legacy Bridge, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $208 Million distributed in 312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.5M, Palantir Technologies Inc. with a value of $10.7M, Broadcom Inc. with a value of $9.79M, Sterling Construction CO Inc with a value of $6.2M, and West Bancorporation Inc with a value of $5.17M.

Examining the 13F form we can see an increase of $19.9M in the current position value, from $188M to 208M.

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

Portfolio value $208 Million
Technology: $58.5 Million
ETFs: $36.5 Million
Industrials: $28.7 Million
Financial Services: $22.8 Million
Consumer Cyclical: $16.1 Million
Energy: $11.1 Million
Healthcare: $10.6 Million
Consumer Defensive: $8.96 Million
Other: $15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$11.5 Million 5.53% of portfolio
61,642
Q3 2025 Added 0.81%
$342B
$10.7 Million 5.14% of portfolio
58,627
Q3 2025 Added 1.77%
$139B
$9.79 Million 4.7% of portfolio
29,661
Q3 2025 Reduced 0.85%
$10.3B
$6.2 Million 2.98% of portfolio
18,261
Q2 2025 Reduced 2.54%
$365M
$5.17 Million 2.48% of portfolio
254,401
Q3 2025 Reduced 1.97%
$3.78T
$4.26 Million 2.05% of portfolio
8,233
Q3 2025 Added 3.95%
$662B
$3.85 Million 1.85% of portfolio
7,649
Q3 2025 Added 0.45%
$2.39T
$3.82 Million 1.83% of portfolio
17,384
Q3 2025 Added 3.69%
$279B
$3.71 Million 1.78% of portfolio
35,963
Q3 2025 Reduced 0.14%
$140B
$3.57 Million 1.71% of portfolio
9,526
Q3 2025 Reduced 0.65%
$291B
$3.44 Million 1.65% of portfolio
7,202
Q3 2025 Reduced 0.96%
$3.44B
$3.2 Million 1.54% of portfolio
10,333
Q3 2025 Added 0.53%
$1.46T
$3.08 Million 1.48% of portfolio
11,030
Q3 2025 Reduced 1.32%
$881B
$2.88 Million 1.38% of portfolio
9,143
Q3 2025 Added 0.31%
$971B
$2.82 Million 1.35% of portfolio
3,690
Q3 2025 Added 2.19%
$39.4B
$2.64 Million 1.27% of portfolio
3,684
Q2 2025 Added 7.91%
$0
$2.48 Million 1.19% of portfolio
129,345
Q3 2025 Reduced 0.78%
$404B
$2.46 Million 1.18% of portfolio
2,663
Q3 2025 Added 0.19%
$107B
$2.4 Million 1.15% of portfolio
3,171
Q3 2025 Reduced 0.72%
$1.74T
$2.33 Million 1.12% of portfolio
9,566
Q3 2025 Reduced 0.66%
$0
$2.31 Million 1.11% of portfolio
7,232
Q3 2025 Added 0.4%
$61.4B
$2.29 Million 1.1% of portfolio
11,259
Q2 2025 Reduced 0.22%
$367B
$2.21 Million 1.06% of portfolio
5,442
Q3 2025 Added 0.18%
$0
$2.17 Million 1.04% of portfolio
8,979
Q3 2025 Added 0.96%
$4.3T
$2.06 Million 0.99% of portfolio
8,082
Q3 2025 Reduced 0.12%
$0
$2.03 Million 0.97% of portfolio
33,811
Q3 2025 Added 0.32%
$140B
$2.01 Million 0.96% of portfolio
7,980
Q3 2025 Reduced 1.6%
$12.2B
$1.97 Million 0.95% of portfolio
10,096
Q3 2025 Reduced 0.98%
$405B
$1.95 Million 0.94% of portfolio
2,016
Q2 2025 Reduced 3.36%
$6.15B
$1.87 Million 0.9% of portfolio
32,840
Q3 2025 Reduced 0.15%
$0
$1.86 Million 0.89% of portfolio
25,359
Q3 2025 Added 1.2%
$89.3B
$1.83 Million 0.88% of portfolio
16,838
Q3 2025 Added 0.3%
$144B
$1.84 Million 0.88% of portfolio
4,017
Q3 2025 Reduced 0.74%
$193B
$1.8 Million 0.87% of portfolio
4,034
Q3 2025 Reduced 1.37%
$0
$1.81 Million 0.87% of portfolio
18,794
Q3 2025 Added 0.53%
$0
$1.67 Million 0.8% of portfolio
9,430
Q2 2025 Reduced 3.08%
$7.41B
$1.64 Million 0.79% of portfolio
17,795
Q3 2025 Added 0.72%
$32.7B
$1.65 Million 0.79% of portfolio
19,073
Q3 2025 Reduced 21.75%
$29.4B
$1.63 Million 0.78% of portfolio
66,330
Q3 2025 Reduced 0.91%
$187B
$1.62 Million 0.78% of portfolio
9,740
Q3 2025 Reduced 2.01%
$42.8B
$1.6 Million 0.77% of portfolio
18,080
Q3 2025 Added 0.11%
$45.5B
$1.61 Million 0.77% of portfolio
9,335
Q3 2025 Reduced 0.9%
$70.1B
$1.6 Million 0.77% of portfolio
9,412
Q3 2025 Reduced 0.32%
$51.8B
$1.6 Million 0.77% of portfolio
7,041
Q2 2025 Reduced 3.42%
$269B
$1.57 Million 0.75% of portfolio
6,560
Q2 2025 Reduced 5.34%
$490B
$1.54 Million 0.74% of portfolio
13,632
Q3 2025 Reduced 0.59%
$72.7B
$1.51 Million 0.72% of portfolio
7,690
Q3 2025 Reduced 0.26%
$0
$1.51 Million 0.72% of portfolio
10,781
Q1 2024 Reduced 2.09%
$0
$1.46 Million 0.7% of portfolio
15,634
Q3 2025 Added 1.46%

Summary

  • Portfolio
  • No. of Stocks 312
  • Current Value $208 Million
  • Prior Value $188 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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