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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.48 Million 1.19% of portfolio
129,345
Q3 2025 Reduced 0.78%
$0
$2.31 Million 1.11% of portfolio
7,232
Q3 2025 Added 0.4%
$0
$2.17 Million 1.04% of portfolio
8,979
Q3 2025 Added 0.96%
$0
$2.03 Million 0.97% of portfolio
33,811
Q3 2025 Added 0.32%
$0
$1.86 Million 0.89% of portfolio
25,359
Q3 2025 Added 1.2%
$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%
$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%
$0
$1.42 Million 0.68% of portfolio
47,846
Q3 2025 Added 1.75%
$0
$1.24 Million 0.59% of portfolio
23,033
Q3 2025 Added 5.62%
$0
$1.05 Million 0.5% of portfolio
10,454
Q3 2025 Reduced 4.17%
$0
$1.03 Million 0.49% of portfolio
18,963
Q3 2025 Added 0.69%
$0
$898,000 0.43% of portfolio
6,309
Q2 2025 Reduced 7.34%
$0
$793,000 0.38% of portfolio
13,897
Q3 2025 Reduced 5.11%
$0
$770,000 0.37% of portfolio
14,809
Q3 2025 Reduced 2.24%
$0
$738,000 0.35% of portfolio
7,552
Q2 2025 Reduced 35.34%
$0
$683,000 0.33% of portfolio
29,376
Q1 2025 Added 0.16%
$0
$669,000 0.32% of portfolio
10,263
Q2 2025 Reduced 1.53%
$0
$640,000 0.31% of portfolio
22,960
Q1 2025 Reduced 4.97%
$0
$519,000 0.25% of portfolio
4,305
Q1 2025 Reduced 12.23%
$0
$496,000 0.24% of portfolio
745
Q3 2025 Reduced 0.27%
$0
$444,000 0.21% of portfolio
8,382
Q3 2025 Reduced 3.18%
$0
$351,000 0.17% of portfolio
750
Q2 2023 Reduced 25.0%
$0
$334,000 0.16% of portfolio
500
Q4 2022 New
$0
$336,000 0.16% of portfolio
1,925
Q2 2023 Added 100.52%
$0
$285,000 0.14% of portfolio
972
Q1 2025 Added 99.59%
$5.65B
$298,000 0.14% of portfolio
8,117
Q3 2025 Reduced 1.7%
$0
$276,000 0.13% of portfolio
1,326
Q3 2025 Added 20.77%
$0
$281,000 0.13% of portfolio
6,585
Q3 2025 New
$0
$222,000 0.11% of portfolio
1,871
Q1 2025 Added 14.57%
$0
$222,000 0.11% of portfolio
8,429
Q3 2025 Added 2.12%
$0
$202,000 0.1% of portfolio
2,456
Q4 2022 New
$0
$182,000 0.09% of portfolio
1,904
Q2 2025 Reduced 0.16%
$0
$192,000 0.09% of portfolio
656
Q3 2024 Reduced 17.59%
$0
$196,000 0.09% of portfolio
600
Q1 2020 New
$0
$184,000 0.09% of portfolio
6,341
Q3 2025 New
$0
$188,000 0.09% of portfolio
2,113
Q3 2025 Reduced 0.94%
$0
$167,000 0.08% of portfolio
349
Q3 2025 New
$0
$167,000 0.08% of portfolio
4,000
Q4 2018 New
$0
$153,000 0.07% of portfolio
1,185
Q2 2021 Added 48.13%
$0
$150,000 0.07% of portfolio
757
Q2 2025 Added 0.4%
$0
$149,000 0.07% of portfolio
502
Q3 2025 Added 43.43%
$0
$142,000 0.07% of portfolio
237
Q3 2025 Added 4.41%
$65.3B
$151,000 0.07% of portfolio
2,079
Q2 2025 Added 259.07%
$0
$139,000 0.07% of portfolio
4,364
Q3 2025 New
$0
$150,000 0.07% of portfolio
729
Q2 2024 Added 0.14%
$0
$131,000 0.06% of portfolio
2,588
Q4 2023 New
$0
$110,000 0.05% of portfolio
1,552
Q1 2020 Added 60.5%

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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