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
$100,000 0.05% of portfolio
541
Q3 2025 Added 758.73%
$0
$112,000 0.05% of portfolio
4,600
Q4 2024 Added 100.0%
$0
$106,000 0.05% of portfolio
1,030
Q4 2021 Reduced 53.18%
$0
$73,000 0.04% of portfolio
1,600
Q4 2023 Reduced 48.39%
$0
$85,000 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%
$0
$79,000 0.04% of portfolio
1,485
Q2 2024 Reduced 25.19%
$50.1M
$79,000 0.04% of portfolio
4,250
Q2 2025 New
$0
$56,000 0.03% of portfolio
700
Q1 2025 Added 40.0%
$0
$65,000 0.03% of portfolio
1,450
Q3 2023 Added 400.0%
$0
$63,000 0.03% of portfolio
1,351
Q3 2025 New
$0
$35,000 0.02% of portfolio
1,530
Q4 2024 Added 100.0%
$0
$38,000 0.02% of portfolio
250
Q4 2023 Reduced 16.67%
$241M
$48,000 0.02% of portfolio
450
Q2 2025 New
$0
$48,000 0.02% of portfolio
1,900
Q4 2023 New
$0
$49,000 0.02% of portfolio
350
Q4 2018 New
$0
$37,000 0.02% of portfolio
1,567
Q2 2025 Reduced 4.8%
$0
$41,000 0.02% of portfolio
1,693
Q3 2025 Added 88.53%
$0
$51,000 0.02% of portfolio
710
Q4 2024 Reduced 41.32%
$0
$32,000 0.02% of portfolio
500
Q4 2024 New
$0
$33,000 0.02% of portfolio
236
Q3 2024 Added 73.53%
$0
$51,000 0.02% of portfolio
1,182
Q4 2018 New
$0
$14,000 0.01% of portfolio
440
Q1 2020 Reduced 40.54%
$0
$20,000 0.01% of portfolio
100
Q2 2025 New
$0
$18,000 0.01% of portfolio
132
Q1 2020 Added 144.44%
$0
$22,000 0.01% of portfolio
255
Q4 2023 Reduced 8.93%
$0
$14,000 0.01% of portfolio
187
Q3 2025 New
$0
$16,000 0.01% of portfolio
279
Q2 2025 Added 4.89%
$0
$27,000 0.01% of portfolio
400
Q2 2025 Reduced 23.81%
$0
$22,000 0.01% of portfolio
244
Q2 2025 Reduced 14.69%
$0
$19,000 0.01% of portfolio
317
Q4 2019 New
$0
$19,000 0.01% of portfolio
140
Q4 2018 New
$0
$27,000 0.01% of portfolio
883
Q3 2021 New
$0
$15,000 0.01% of portfolio
539
Q4 2018 New
$0
$3,000 0.0% of portfolio
50
Q4 2018 New
$0
$3,000 0.0% of portfolio
50
Q4 2018 New
$0
$6,000 0.0% of portfolio
81
Q4 2021 New
$0
$2,000 0.0% of portfolio
50
Q1 2024 Reduced 50.0%
$0
$0 0.0% of portfolio
15
Q2 2025 New
$0
$3,000 0.0% of portfolio
28
Q2 2022 Reduced 77.95%
$0
$2,000 0.0% of portfolio
50
Q3 2025 New
$0
$9,000 0.0% of portfolio
147
Q3 2025 Added 444.44%
$0
$2,000 0.0% of portfolio
26
Q1 2024 New
$0
$0 0.0% of portfolio
5,210
Q3 2023 Added 900.0%
$0
$2,000 0.0% of portfolio
25
Q2 2025 Added 25.0%
$0
$5,000 0.0% of portfolio
25
Q1 2025 Added 108.33%
$0
$8,000 0.0% of portfolio
300
Q4 2024 Added 200.0%
$0
$5,000 0.0% of portfolio
100
Q4 2024 New
$0
$4,000 0.0% of portfolio
37
Q2 2024 New

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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