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
$0
$461,000 0.24% of portfolio
747
Q2 2025 Reduced 1.58%
$0
$456,000 0.24% of portfolio
8,657
Q2 2025 Reduced 15.59%
$8.48B
$427,000 0.23% of portfolio
6,768
Q2 2025 Reduced 2.87%
$1.21T
$399,000 0.21% of portfolio
2,268
Q2 2025 Added 0.35%
$123B
$379,000 0.2% of portfolio
2,535
Q2 2025 Added 13.42%
$229B
$382,000 0.2% of portfolio
2,813
Q2 2025 Reduced 4.68%
$545B
$354,000 0.19% of portfolio
265
Q2 2025 Added 52.3%
$26.5B
$342,000 0.18% of portfolio
2,700
Q2 2020 Reduced 7.22%
$0
$318,000 0.17% of portfolio
750
Q2 2023 Reduced 25.0%
$0
$316,000 0.17% of portfolio
1,925
Q2 2023 Added 100.52%
$55B
$314,000 0.17% of portfolio
4,303
Q2 2025 Reduced 0.69%
$0
$310,000 0.16% of portfolio
500
Q4 2022 New
$548B
$306,000 0.16% of portfolio
545
Q1 2024 Reduced 5.22%
$113B
$285,000 0.15% of portfolio
616
Q2 2025 Reduced 14.44%
$27.4B
$286,000 0.15% of portfolio
1,761
Q1 2025 Reduced 6.18%
$4.64B
$260,000 0.14% of portfolio
8,257
Q2 2025 Reduced 0.18%
$0
$201,000 0.11% of portfolio
8,254
Q2 2025 Added 2.43%
$9.26B
$216,000 0.11% of portfolio
2,547
Q2 2025 Reduced 56.92%
$227B
$204,000 0.11% of portfolio
640
Q4 2023 Reduced 26.01%
$0
$204,000 0.11% of portfolio
1,871
Q1 2025 Added 14.57%
$0
$214,000 0.11% of portfolio
1,098
Q2 2025 Reduced 5.18%
$0
$181,000 0.1% of portfolio
2,133
Q2 2025 Added 1.09%
$0
$189,000 0.1% of portfolio
2,456
Q4 2022 New
$102B
$192,000 0.1% of portfolio
2,095
Q1 2025 Reduced 2.6%
$0
$186,000 0.1% of portfolio
656
Q3 2024 Reduced 17.59%
$0
$182,000 0.1% of portfolio
600
Q1 2020 New
$0
$173,000 0.09% of portfolio
1,904
Q2 2025 Reduced 0.16%
$39.1B
$154,000 0.08% of portfolio
1,435
Q1 2025 Reduced 10.65%
$0
$142,000 0.08% of portfolio
729
Q2 2024 Added 0.14%
$0
$142,000 0.08% of portfolio
757
Q2 2025 Added 0.4%
$63.8B
$146,000 0.08% of portfolio
1,451
Q2 2025 Reduced 7.64%
$0
$146,000 0.08% of portfolio
1,185
Q2 2021 Added 48.13%
$0
$158,000 0.08% of portfolio
4,000
Q4 2018 New
$26.4B
$123,000 0.07% of portfolio
265
Q2 2025 Reduced 10.17%
$93.6B
$138,000 0.07% of portfolio
271
Q2 2025 Added 0.37%
$0
$125,000 0.07% of portfolio
227
Q2 2025 Reduced 0.87%
$53.5B
$129,000 0.07% of portfolio
2,079
Q2 2025 Added 259.07%
$0
$130,000 0.07% of portfolio
2,588
Q4 2023 New
$684B
$114,000 0.06% of portfolio
523
Q3 2024 Added 21.63%
$6.87B
$105,000 0.06% of portfolio
2,390
Q2 2025 Reduced 86.81%
$18.6B
$110,000 0.06% of portfolio
880
Q2 2025 Reduced 6.48%
$0
$112,000 0.06% of portfolio
4,600
Q4 2024 Added 100.0%
$0
$105,000 0.06% of portfolio
1,030
Q4 2021 Reduced 53.18%
$0
$104,000 0.06% of portfolio
1,552
Q1 2020 Added 60.5%
$86B
$122,000 0.06% of portfolio
1,775
Q2 2025 Added 5.97%
$282B
$99,000 0.05% of portfolio
704
Q2 2025 Added 35,100.0%
$78.8B
$101,000 0.05% of portfolio
375
Q2 2025 Reduced 0.27%
$139B
$100,000 0.05% of portfolio
812
Q2 2025 Added 33.11%
$102B
$86,000 0.05% of portfolio
470
Q1 2024 Reduced 29.85%

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
Track This Portfolio

Track Legacy Bridge, LLC Portfolio

Follow Legacy Bridge, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Bridge, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Bridge, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email