Legacy Bridge, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $217 Million distributed in 464 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12M, Palantir Technologies Inc. with a value of $10.2M, Broadcom Inc. with a value of $7.43M, Sterling Construction CO Inc with a value of $6.24M, and West Bancorporation Inc with a value of $5.57M.

Examining the 13F form we can see an increase of $9.16M in the current position value, from $208M to 217M.

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

Portfolio value $217 Million
Technology: $63.2 Million
ETFs: $38.2 Million
Industrials: $29.1 Million
Financial Services: $23.8 Million
Consumer Cyclical: $15.2 Million
Healthcare: $12.8 Million
Energy: $10.5 Million
Consumer Defensive: $8.74 Million
Other: $15.8 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 464
  • Current Value $217 Million
  • Prior Value $208 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 162 stocks
  • Additional Purchases 128 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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