Legacy Bridge, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $167 Million distributed in 317 stocks.

Among their holdings, we can observe that their the top five positions include companies like: West Bancorporation Inc with a value of $5.42M, Nvidia Corp with a value of $4.86M, Broadcom Inc. with a value of $3.96M, Microsoft Corp with a value of $3.68M, and Super Micro Computer, Inc. with a value of $3.61M.

Examining the 13F form we can see an increase of $16.2M in the current position value, from $151M to 167M.

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

Portfolio value $167 Million
Technology: $43.8 Million
ETFs: $26.5 Million
Industrials: $22 Million
Consumer Cyclical: $17.1 Million
Financial Services: $15.6 Million
Healthcare: $13.1 Million
Consumer Defensive: $10.8 Million
Energy: $5.52 Million
Other: $12.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 317
  • Current Value $167 Million
  • Prior Value $151 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 35 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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