Legacy Bridge, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $178 Million distributed in 294 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.57M, West Bancorporation Inc with a value of $5.56M, Broadcom Inc. with a value of $5.13M, Arista Networks, Inc. with a value of $3.54M, and Microsoft Corp with a value of $3.42M.

Examining the 13F form we can see an increase of $13.4M in the current position value, from $165M to 178M.

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

Portfolio value $178 Million
Technology: $44.8 Million
ETFs: $33.3 Million
Industrials: $22.4 Million
Financial Services: $19.4 Million
Consumer Cyclical: $15 Million
Healthcare: $12.9 Million
Consumer Defensive: $10.3 Million
Energy: $6.51 Million
Other: $13.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 294
  • Current Value $178 Million
  • Prior Value $165 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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