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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.47 Million 1.31% of portfolio
130,360
Q2 2025 Reduced 4.47%
$0
$2.06 Million 1.09% of portfolio
7,203
Q2 2025 Reduced 0.04%
$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%
$0
$1.73 Million 0.92% of portfolio
25,059
Q2 2025 Added 0.0%
$0
$1.72 Million 0.91% of portfolio
18,694
Q2 2025 Added 1.38%
$0
$1.49 Million 0.79% of portfolio
9,430
Q2 2025 Reduced 3.08%
$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%
$0
$1.32 Million 0.7% of portfolio
47,021
Q2 2025 Added 2.17%
$0
$1.17 Million 0.62% of portfolio
21,807
Q2 2025 Reduced 0.12%
$0
$931,000 0.49% of portfolio
18,833
Q2 2025 Added 5.02%
$0
$904,000 0.48% of portfolio
10,909
Q2 2025 Reduced 41.2%
$0
$874,000 0.46% of portfolio
6,309
Q2 2025 Reduced 7.34%
$0
$843,000 0.45% of portfolio
15,149
Q2 2025 Reduced 2.3%
$0
$832,000 0.44% of portfolio
14,646
Q2 2025 Reduced 12.13%
$0
$658,000 0.35% of portfolio
7,552
Q2 2025 Reduced 35.34%
$0
$649,000 0.34% of portfolio
29,376
Q1 2025 Added 0.16%
$0
$636,000 0.34% of portfolio
10,263
Q2 2025 Reduced 1.53%
$0
$580,000 0.31% of portfolio
22,960
Q1 2025 Reduced 4.97%
$0
$473,000 0.25% of portfolio
4,305
Q1 2025 Reduced 12.23%
$0
$461,000 0.24% of portfolio
747
Q2 2025 Reduced 1.58%
$0
$456,000 0.24% of portfolio
8,657
Q2 2025 Reduced 15.59%
$0
$318,000 0.17% of portfolio
750
Q2 2023 Reduced 25.0%
$0
$316,000 0.17% of portfolio
1,925
Q2 2023 Added 100.52%
$0
$310,000 0.16% of portfolio
500
Q4 2022 New
$4.64B
$260,000 0.14% of portfolio
8,257
Q2 2025 Reduced 0.18%
$0
$271,000 0.14% of portfolio
972
Q1 2025 Added 99.59%
$0
$201,000 0.11% of portfolio
8,254
Q2 2025 Added 2.43%
$0
$204,000 0.11% of portfolio
1,871
Q1 2025 Added 14.57%
$0
$214,000 0.11% of portfolio
1,098
Q2 2025 Reduced 5.18%
$0
$181,000 0.1% of portfolio
2,133
Q2 2025 Added 1.09%
$0
$189,000 0.1% of portfolio
2,456
Q4 2022 New
$0
$186,000 0.1% of portfolio
656
Q3 2024 Reduced 17.59%
$0
$182,000 0.1% of portfolio
600
Q1 2020 New
$0
$173,000 0.09% of portfolio
1,904
Q2 2025 Reduced 0.16%
$0
$142,000 0.08% of portfolio
729
Q2 2024 Added 0.14%
$0
$142,000 0.08% of portfolio
757
Q2 2025 Added 0.4%
$0
$146,000 0.08% of portfolio
1,185
Q2 2021 Added 48.13%
$0
$158,000 0.08% of portfolio
4,000
Q4 2018 New
$0
$125,000 0.07% of portfolio
227
Q2 2025 Reduced 0.87%
$53.5B
$129,000 0.07% of portfolio
2,079
Q2 2025 Added 259.07%
$0
$130,000 0.07% of portfolio
2,588
Q4 2023 New
$0
$112,000 0.06% of portfolio
4,600
Q4 2024 Added 100.0%
$0
$105,000 0.06% of portfolio
1,030
Q4 2021 Reduced 53.18%
$0
$104,000 0.06% of portfolio
1,552
Q1 2020 Added 60.5%
$0
$96,000 0.05% of portfolio
350
Q3 2024 Reduced 25.53%
$0
$82,000 0.04% of portfolio
1,500
Q1 2020 Reduced 35.59%
$0
$73,000 0.04% of portfolio
2,906
Q4 2024 Added 11.51%

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
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