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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.34B
$4.21 Million 2.24% of portfolio
18,261
Q2 2025 Reduced 2.54%
$2.99B
$1.88 Million 1.0% of portfolio
10,279
Q2 2025 Reduced 0.96%
$6.58B
$1.74 Million 0.92% of portfolio
32,890
Q4 2024 Added 400.0%
$4.51B
$1.49 Million 0.79% of portfolio
10,815
Q2 2025 Reduced 1.56%
$8.02B
$1.5 Million 0.79% of portfolio
17,667
Q1 2025 Added 0.04%
$6.26B
$1.14 Million 0.61% of portfolio
4,001
Q2 2025 Added 1.91%
$8.16B
$837,000 0.44% of portfolio
15,265
Q1 2025 Reduced 0.08%
$3.2B
$793,000 0.42% of portfolio
25,927
Q2 2025 Reduced 2.26%
$3.53B
$456,000 0.24% of portfolio
6,664
Q4 2024 Reduced 21.17%
$8.48B
$427,000 0.23% of portfolio
6,768
Q2 2025 Reduced 2.87%
$9.26B
$216,000 0.11% of portfolio
2,547
Q2 2025 Reduced 56.92%
$6.87B
$105,000 0.06% of portfolio
2,390
Q2 2025 Reduced 86.81%
$4.99B
$37,000 0.02% of portfolio
1,000
Q2 2025 Reduced 50.0%
$8.57B
$11,000 0.01% of portfolio
270
Q4 2024 New
$6.61B
$17,000 0.01% of portfolio
17
Q4 2024 New
$6.4B
$27,000 0.01% of portfolio
300
Q2 2025 Added 1,400.0%
$3.49B
$2,000 0.0% of portfolio
400
Q4 2024 New
$6.38B
$6,000 0.0% of portfolio
58
Q1 2020 New
$4.33B
$4,000 0.0% of portfolio
30
Q4 2024 New

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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