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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.4B
$1.37 Million 0.73% of portfolio
66,940
Q2 2025 Reduced 3.54%
$71.7B
$1.38 Million 0.73% of portfolio
1,734
Q2 2025 Reduced 3.34%
$0
$1.32 Million 0.7% of portfolio
47,021
Q2 2025 Added 2.17%
$60.2B
$1.31 Million 0.69% of portfolio
30,112
Q2 2025 Reduced 2.19%
$56B
$1.3 Million 0.69% of portfolio
3,442
Q2 2025 New
$1.78T
$1.28 Million 0.68% of portfolio
1,736
Q2 2025 Added 0.12%
$51.4B
$1.27 Million 0.67% of portfolio
9,442
Q1 2025 Added 0.11%
$302B
$1.27 Million 0.67% of portfolio
8,858
Q1 2025 Added 2.31%
$250B
$1.26 Million 0.67% of portfolio
8,918
Q2 2025 Reduced 7.66%
$0
$1.17 Million 0.62% of portfolio
21,807
Q2 2025 Reduced 0.12%
$142B
$1.14 Million 0.61% of portfolio
2,886
Q2 2025 Reduced 1.03%
$6.26B
$1.14 Million 0.61% of portfolio
4,001
Q2 2025 Added 1.91%
$172B
$1.13 Million 0.6% of portfolio
1,098
Q2 2025 Reduced 0.36%
$29B
$1.1 Million 0.58% of portfolio
26,782
Q2 2025 New
$61.8B
$1.1 Million 0.58% of portfolio
4,913
Q2 2025 Added 3.54%
$150B
$1.06 Million 0.56% of portfolio
5,368
Q2 2025 Reduced 5.21%
$43.6B
$943,000 0.5% of portfolio
68,790
Q1 2025 Added 4.54%
$0
$931,000 0.49% of portfolio
18,833
Q2 2025 Added 5.02%
$0
$904,000 0.48% of portfolio
10,909
Q2 2025 Reduced 41.2%
$187B
$886,000 0.47% of portfolio
2,186
Q2 2025 Reduced 2.84%
$0
$874,000 0.46% of portfolio
6,309
Q2 2025 Reduced 7.34%
$0
$843,000 0.45% of portfolio
15,149
Q2 2025 Reduced 2.3%
$141B
$844,000 0.45% of portfolio
12,165
Q2 2025 Added 2.36%
$33.9B
$846,000 0.45% of portfolio
11,408
Q2 2025 Added 5.94%
$8.16B
$837,000 0.44% of portfolio
15,265
Q1 2025 Reduced 0.08%
$0
$832,000 0.44% of portfolio
14,646
Q2 2025 Reduced 12.13%
$84.1B
$809,000 0.43% of portfolio
12,008
Q1 2025 Added 3.92%
$3.2B
$793,000 0.42% of portfolio
25,927
Q2 2025 Reduced 2.26%
$254B
$777,000 0.41% of portfolio
1,098
Q1 2025 Reduced 7.73%
$19.7B
$772,000 0.41% of portfolio
4,669
Q2 2025 Reduced 1.52%
$135B
$723,000 0.38% of portfolio
3,145
Q2 2025 Reduced 1.41%
$138B
$724,000 0.38% of portfolio
29,908
Q2 2025 New
$0
$689,000 0.37% of portfolio
1,214
Q2 2025 Added 1.42%
$368B
$701,000 0.37% of portfolio
4,401
Q2 2025 Reduced 6.38%
$102B
$681,000 0.36% of portfolio
11,680
Q2 2025 Added 1.52%
$155B
$669,000 0.36% of portfolio
5,423
Q3 2024 Added 0.43%
$0
$658,000 0.35% of portfolio
7,552
Q2 2025 Reduced 35.34%
$265B
$641,000 0.34% of portfolio
3,726
Q2 2025 Reduced 3.67%
$0
$649,000 0.34% of portfolio
29,376
Q1 2025 Added 0.16%
$0
$636,000 0.34% of portfolio
10,263
Q2 2025 Reduced 1.53%
$43.1B
$583,000 0.31% of portfolio
2,432
Q2 2025 Reduced 18.96%
$0
$580,000 0.31% of portfolio
22,960
Q1 2025 Reduced 4.97%
$201B
$552,000 0.29% of portfolio
702
Q2 2025 Reduced 10.23%
$99.2B
$545,000 0.29% of portfolio
1,979
Q2 2025 Reduced 8.34%
$222B
$546,000 0.29% of portfolio
1,871
Q2 2025 Reduced 0.05%
$302B
$499,000 0.27% of portfolio
6,229
Q4 2023 Reduced 9.78%
$120B
$480,000 0.25% of portfolio
5,353
Q1 2025 Reduced 8.17%
$0
$473,000 0.25% of portfolio
4,305
Q1 2025 Reduced 12.23%
$3.53B
$456,000 0.24% of portfolio
6,664
Q4 2024 Reduced 21.17%

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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