Legacy Bridge, LLC Portfolio Holdings

Legacy Bridge, LLC

  • $165 Million
  • Q2 2024

Legacy Bridge, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $165 Million distributed in 286 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.53M, West Bancorporation Inc with a value of $5.42M, Broadcom Inc. with a value of $4.65M, Microsoft Corp with a value of $3.86M, and Amazon Com Inc with a value of $3.26M.

Examining the 13F form we can see an decrease of $2.62M in the current position value, from $167M 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: $45.2 Million
ETFs: $28 Million
Industrials: $20 Million
Financial Services: $15.8 Million
Consumer Cyclical: $14.6 Million
Healthcare: $12.2 Million
Consumer Defensive: $10.3 Million
Energy: $5.79 Million
Other: $12.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$288M
$0 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $165 Million
  • Prior Value $167 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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