Legacy Bridge, LLC Reduced Holdings in Q3 2025

Legacy Bridge, LLC

  • $208 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
-5.3K
- 21.75%
N/A
19.1K $1.65M
ISRG
Intuitive Surgical Inc

Healthcare
-56
- 1.37%
$433.66 - $544.47 $24.3K - $30.5K
4.03K $1.8M
NSIT
Insight Enterprises Inc

Technology
-400
- 3.7%
$111.76 - $146.66 $44.7K - $58.7K
10.4K $1.18M
DE
Deere & CO

Industrials
-30
- 0.74%
$457.26 - $524.37 $13.7K - $15.7K
4.02K $1.84M
FCX
Freeport Mcmoran Inc

Basic Materials
-600
- 1.99%
$35.34 - $47.21 $21.2K - $28.3K
29.5K $1.16M
SYK
Stryker Corp

Healthcare
-60
- 2.08%
$368.57 - $403.53 $22.1K - $24.2K
2.83K $1.04M
INDA
Ishares Msci India Index Fund

ETFs
-340
- 2.24%
$51.98 - $55.84 $17.7K - $19K
14.8K $770K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-125
- 1.04%
$60.9 - $70.75 $7.61K - $8.84K
11.9K $742K
STZ
Constellation Brands, Inc.

Consumer Defensive
-30
- 1.7%
$131.78 - $176.09 $3.95K - $5.28K
1.73K $233K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-749
- 5.11%
$55.61 - $57.37 $41.7K - $43K
13.9K $793K
EQIX
Equinix Inc

Real Estate
-15
- 0.87%
$756.7 - $811.13 $11.4K - $12.2K
1.72K $1.35M
DHR
Danaher Corp

Healthcare
-175
- 3.26%
$181.46 - $212.2 $31.8K - $37.1K
5.19K $1.03M
DLR
Digital Realty Trust, Inc.

Real Estate
-85
- 0.9%
$161.21 - $180.02 $13.7K - $15.3K
9.34K $1.61M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-225
- 9.41%
$39.13 - $48.22 $8.8K - $10.8K
2.17K $85K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-275
- 3.18%
$52.39 - $53.11 $14.4K - $14.6K
8.38K $444K
CAH
Cardinal Health Inc

Healthcare
-20
- 10.0%
$146.04 - $167.63 $2.92K - $3.35K
180 $28K
DOW
Dow Inc.

Basic Materials
-66
- 8.49%
$20.87 - $30.37 $1.38K - $2K
711 $16K
Blackrock Inc
-22
- 1.47%
N/A
1.47K $0
Canadian Pacific Kansas City
-115
- 2.39%
N/A
4.7K $0
Tempus Ai Inc
-15
- 0.12%
N/A
12.2K $0
Nextracker Inc
-130
- 0.97%
N/A
13.3K $0
Celestica Inc
-160
- 0.85%
N/A
18.6K $0
COP
Conocophillips

Energy
-250
- 4.67%
$91.0 - $98.99 $22.8K - $24.7K
5.1K $482K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-1.02K
- 0.78%
$18.86 - $19.16 $19.1K - $19.4K
129K $2.48M
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 2.67%
$291.67 - $316.99 $14.6K - $15.8K
1.82K $553K
VONV
Vanguard Russell 1000 Value Et

ETFs
-20
- 0.94%
$84.55 - $89.54 $1.69K - $1.79K
2.11K $188K
VST
Vistra Corp.

Utilities
-20
- 0.26%
$182.0 - $217.92 $3.64K - $4.36K
7.69K $1.51M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.27%
$617.65 - $666.84 $1.24K - $1.33K
745 $496K
QCOM
Qualcomm Inc

Technology
-200
- 2.01%
$145.84 - $173.55 $29.2K - $34.7K
9.74K $1.62M
SGOL
Abrdn Gold ETF Trust

ETFs
-140
- 1.7%
$31.18 - $36.81 $4.37K - $5.15K
8.12K $298K
TM
Toyota Motor Corp

Consumer Cyclical
-128
- 3.44%
$167.86 - $202.79 $21.5K - $26K
3.6K $687K
JCI
Johnson Controls International PLC

Industrials
-430
- 1.82%
$103.24 - $111.73 $44.4K - $48K
23.2K $2.56M
XOM
Exxon Mobil Corp

Energy
-81
- 0.59%
$105.83 - $117.22 $8.57K - $9.49K
13.6K $1.54M
NEE
Nextera Energy Inc

Utilities
-40
- 0.33%
$69.77 - $77.54 $2.79K - $3.1K
12.1K $915K
WTBA
West Bancorporation Inc

Financial Services
-5.1K
- 1.97%
$17.8 - $21.14 $90.8K - $108K
254K $5.17M
CVX
Chevron Corp

Energy
-105
- 1.19%
$145.57 - $161.83 $15.3K - $17K
8.75K $1.36M
TSCO
Tractor Supply CO

Consumer Cyclical
-50
- 0.15%
$54.08 - $62.65 $2.7K - $3.13K
32.8K $1.87M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-455
- 4.17%
$83.08 - $100.2 $37.8K - $45.6K
10.5K $1.05M
ETN
Eaton Corp PLC

Industrials
-62
- 0.65%
$342.99 - $392.76 $21.3K - $24.4K
9.53K $3.57M
NU
Nu Holdings Ltd.

Financial Services
-135
- 0.2%
$11.92 - $16.3 $1.61K - $2.2K
68.7K $1.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-34
- 1.56%
$404.94 - $499.99 $13.8K - $17K
2.15K $1.04M
PH
Parker Hannifin Corp

Industrials
-23
- 0.72%
$697.13 - $769.67 $16K - $17.7K
3.17K $2.4M
WMT
Walmart Inc.

Consumer Defensive
-50
- 0.14%
$94.4 - $104.27 $4.72K - $5.21K
36K $3.71M
LOW
Lowes Companies Inc

Consumer Cyclical
-130
- 1.6%
$215.01 - $273.02 $28K - $35.5K
7.98K $2.01M
HPE
Hewlett Packard Enterprise CO

Technology
-610
- 0.91%
$19.81 - $25.24 $12.1K - $15.4K
66.3K $1.63M
WSM
Williams Sonoma Inc

Consumer Cyclical
-100
- 0.98%
$163.62 - $210.2 $16.4K - $21K
10.1K $1.97M
VLO
Valero Energy Corp

Energy
-30
- 0.32%
$131.77 - $175.63 $3.95K - $5.27K
9.41K $1.6M
AAPL
Apple Inc.

Technology
-10
- 0.12%
$202.38 - $256.87 $2.02K - $2.57K
8.08K $2.06M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-148
- 1.32%
$224.68 - $282.71 $33.3K - $41.8K
11K $3.08M
Activity Summary
Buys All Purchases 76 New Holdings 14 Increased Positions 62 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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