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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.31 Million 0.79% of portfolio
16,033
Q1 2025 Added 0.39%
$53.7B
$1.25 Million 0.76% of portfolio
9,442
Q1 2025 Added 0.11%
$0
$1.21 Million 0.73% of portfolio
46,021
Q1 2025 Added 2.68%
$58.9B
$1.17 Million 0.71% of portfolio
30,787
Q1 2025 Added 2.6%
$0
$1.17 Million 0.71% of portfolio
21,833
Q1 2025 Added 14.0%
$142B
$1.16 Million 0.7% of portfolio
5,663
Q1 2025 Added 1.25%
$115B
$1.13 Million 0.68% of portfolio
2,332
Q1 2025 Added 1,005.21%
$224B
$1.13 Million 0.68% of portfolio
9,658
Q1 2024 Reduced 10.97%
$154B
$1.12 Million 0.68% of portfolio
2,250
Q1 2025 Added 5.68%
$141B
$1.09 Million 0.66% of portfolio
2,916
Q1 2024 Reduced 0.85%
$193B
$1.08 Million 0.65% of portfolio
3,452
Q1 2025 Added 2.8%
$22.9B
$1.07 Million 0.65% of portfolio
69,395
Q1 2025 Added 3.53%
$74.1B
$1.07 Million 0.65% of portfolio
4,331
Q1 2025 Reduced 0.92%
$13.9B
$1.06 Million 0.64% of portfolio
9,148
Q1 2025 Reduced 14.89%
$1.57T
$999,000 0.61% of portfolio
1,734
Q1 2025 Added 94.61%
$0
$952,000 0.58% of portfolio
16,668
Q1 2025 Reduced 4.72%
$74B
$924,000 0.56% of portfolio
7,875
Q1 2025 Added 7,775.0%
$198B
$877,000 0.53% of portfolio
1,102
Q1 2025 Added 4.95%
$8.7B
$838,000 0.51% of portfolio
15,265
Q1 2025 Reduced 0.08%
$141B
$842,000 0.51% of portfolio
11,885
Q3 2024 Reduced 0.34%
$0
$824,000 0.5% of portfolio
23,620
Q1 2025 Reduced 2.54%
$90.9B
$814,000 0.49% of portfolio
12,008
Q1 2025 Added 3.92%
$0
$811,000 0.49% of portfolio
17,932
Q1 2025 Added 10.68%
$374B
$801,000 0.49% of portfolio
4,701
Q1 2025 Reduced 0.28%
$6.97B
$787,000 0.48% of portfolio
18,115
Q1 2025 Reduced 0.41%
$0
$799,000 0.48% of portfolio
6,809
Q4 2023 Reduced 5.74%
$0
$798,000 0.48% of portfolio
15,505
Q1 2025 Added 1.51%
$136B
$753,000 0.46% of portfolio
3,190
Q1 2025 Added 5.11%
$2.73B
$758,000 0.46% of portfolio
26,527
Q1 2025 Added 8.64%
$43.6B
$704,000 0.43% of portfolio
68,790
Q1 2025 Added 4.54%
$92.3B
$691,000 0.42% of portfolio
11,505
Q1 2025 Added 6.23%
$47.6B
$700,000 0.42% of portfolio
3,001
Q1 2025 Reduced 0.92%
$67.9B
$693,000 0.42% of portfolio
4,745
Q1 2025 Added 4,376.42%
$240B
$682,000 0.41% of portfolio
3,868
Q3 2024 Reduced 30.0%
$142B
$660,000 0.4% of portfolio
5,423
Q3 2024 Added 0.43%
$2.39B
$645,000 0.39% of portfolio
10,379
Q1 2025 Added 5.16%
$0
$608,000 0.37% of portfolio
10,422
Q1 2025 Added 76.05%
$0
$615,000 0.37% of portfolio
1,197
Q1 2025 Added 0.42%
$15.3B
$599,000 0.36% of portfolio
4,741
Q1 2025 Reduced 27.7%
$217B
$599,000 0.36% of portfolio
1,098
Q1 2025 Reduced 7.73%
$213B
$584,000 0.35% of portfolio
1,872
Q1 2025 Reduced 22.9%
$0
$581,000 0.35% of portfolio
29,376
Q1 2025 Added 0.16%
$97.8B
$572,000 0.35% of portfolio
2,159
Q1 2025 Added 6.93%
$119B
$562,000 0.34% of portfolio
5,353
Q1 2025 Reduced 8.17%
$0
$537,000 0.33% of portfolio
22,960
Q1 2025 Reduced 4.97%
$0
$537,000 0.33% of portfolio
10,256
Q1 2025 Reduced 3.75%
$3.29B
$505,000 0.31% of portfolio
6,664
Q4 2024 Reduced 21.17%
$213B
$480,000 0.29% of portfolio
782
Q4 2024 Reduced 2.49%
$4.66B
$467,000 0.28% of portfolio
3,926
Q1 2025 Added 4.53%

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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