Legacy Bridge, LLC Portfolio Holdings

Legacy Bridge, LLC

  • $165 Million
  • Q1 2025

Legacy Bridge, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $165 Million distributed in 319 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.29M, West Bancorporation Inc with a value of $5.23M, Palantir Technologies Inc. with a value of $4.94M, Broadcom Inc. with a value of $4.81M, and Berkshire Hathaway Inc Class B with a value of $3.86M.

Examining the 13F form we can see an decrease of $10.1M in the current position value, from $175M to 165M.

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

Portfolio value $165 Million
Technology: $37.5 Million
ETFs: $32.9 Million
Industrials: $20.6 Million
Financial Services: $19.1 Million
Consumer Cyclical: $14 Million
Healthcare: $11.5 Million
Consumer Defensive: $7.9 Million
Energy: $7.61 Million
Other: $13.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.4B
$0 0.0% of portfolio
3
Q1 2025 New
$68.3B
$0 0.0% of portfolio
3
Q1 2025 New
$22.7B
$0 0.0% of portfolio
4
Q1 2025 New
$40.8B
$0 0.0% of portfolio
1
Q1 2025 New
$16.4B
$0 0.0% of portfolio
3
Q1 2025 New
$99.9B
$0 0.0% of portfolio
1
Q1 2025 New
$52B
$0 0.0% of portfolio
3
Q1 2025 New
$20.2B
$2,000 0.0% of portfolio
100
Q4 2023 Reduced 47.37%
$155B
$3,000 0.0% of portfolio
10
Q1 2023 Reduced 90.29%
$48.9B
$0 0.0% of portfolio
2
Q1 2025 New
$64.9B
$0 0.0% of portfolio
2
Q1 2025 New
$34.3B
$8,000 0.0% of portfolio
35
Q4 2024 Reduced 72.0%
$44.4B
$0 0.0% of portfolio
0
Q1 2025 New
$42B
$8,000 0.0% of portfolio
61
Q1 2025 Added 1.67%
$42.6B
$0 0.0% of portfolio
2
Q1 2025 New
$88.2B
$0 0.0% of portfolio
1
Q1 2025 New
$42.1B
$1,000 0.0% of portfolio
11
Q3 2024 New
$12.4B
$0 0.0% of portfolio
1
Q1 2025 New
$11.6B
$0 0.0% of portfolio
2
Q1 2025 New
$21.8B
$7,000 0.0% of portfolio
135
Q1 2025 Added 22.73%
$23.8B
$0 0.0% of portfolio
2
Q1 2025 New
$43B
$3,000 0.0% of portfolio
35
Q2 2024 Reduced 99.25%
$15.1B
$0 0.0% of portfolio
3
Q1 2025 New
$12B
$0 0.0% of portfolio
1
Q1 2025 New
$31B
$0 0.0% of portfolio
1
Q1 2025 New
$16.7B
$0 0.0% of portfolio
3
Q1 2025 New
$30.5B
$8,000 0.0% of portfolio
150
Q1 2024 New
$28B
$0 0.0% of portfolio
0
Q1 2025 New
$31.9B
$0 0.0% of portfolio
4
Q1 2025 New
$50.8B
$5,000 0.0% of portfolio
125
Q1 2025 Reduced 78.52%
$26.3B
$0 0.0% of portfolio
7
Q1 2025 New
$20.2B
$0 0.0% of portfolio
10
Q1 2025 New
$27.6B
$0 0.0% of portfolio
1
Q1 2025 New
$39B
$2,000 0.0% of portfolio
55
Q4 2024 New
$51B
$2,000 0.0% of portfolio
8
Q1 2025 Reduced 88.06%
$14B
$8,000 0.0% of portfolio
47
Q4 2024 Added 27.03%
$30.3B
$1,000 0.0% of portfolio
30
Q2 2024 New
$17.4B
$0 0.0% of portfolio
3
Q1 2025 New
$149B
$2,000 0.0% of portfolio
17
Q4 2024 Reduced 83.33%
$55.6B
$0 0.0% of portfolio
3
Q1 2025 New
$13.5B
$7,000 0.0% of portfolio
90
Q1 2024 New
$36.4B
$0 0.0% of portfolio
2
Q1 2025 New
$73.6B
$5,000 0.0% of portfolio
64
Q4 2019 New
$73.6B
$1,000 0.0% of portfolio
20
Q4 2024 New
$20.6B
$0 0.0% of portfolio
5
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $165 Million
  • Prior Value $175 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 39 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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