Legacy Bridge, LLC Portfolio Holdings

Legacy Bridge, LLC

  • $208 Million
  • Q3 2025

Legacy Bridge, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $208 Million distributed in 312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.5M, Palantir Technologies Inc. with a value of $10.7M, Broadcom Inc. with a value of $9.79M, Sterling Construction CO Inc with a value of $6.2M, and West Bancorporation Inc with a value of $5.17M.

Examining the 13F form we can see an increase of $19.9M in the current position value, from $188M to 208M.

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

Portfolio value $208 Million
Technology: $58.5 Million
ETFs: $36.5 Million
Industrials: $28.7 Million
Financial Services: $22.8 Million
Consumer Cyclical: $16.1 Million
Energy: $11.1 Million
Healthcare: $10.6 Million
Consumer Defensive: $8.96 Million
Other: $15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$317B
$522,000 0.25% of portfolio
6,229
Q4 2023 Reduced 9.78%
$0
$496,000 0.24% of portfolio
745
Q3 2025 Reduced 0.27%
$182B
$483,000 0.23% of portfolio
708
Q3 2025 Added 0.85%
$113B
$482,000 0.23% of portfolio
5,103
Q3 2025 Reduced 4.67%
$0
$444,000 0.21% of portfolio
8,382
Q3 2025 Reduced 3.18%
$98.1B
$433,000 0.21% of portfolio
2,535
Q2 2025 Added 13.42%
$228B
$376,000 0.18% of portfolio
2,813
Q2 2025 Reduced 4.68%
$26.6B
$363,000 0.17% of portfolio
2,700
Q2 2020 Reduced 7.22%
$0
$351,000 0.17% of portfolio
750
Q2 2023 Reduced 25.0%
$0
$334,000 0.16% of portfolio
500
Q4 2022 New
$0
$336,000 0.16% of portfolio
1,925
Q2 2023 Added 100.52%
$49.1B
$321,000 0.15% of portfolio
268
Q3 2025 Added 1.13%
$512B
$310,000 0.15% of portfolio
545
Q1 2024 Reduced 5.22%
$123B
$310,000 0.15% of portfolio
622
Q3 2025 Added 0.97%
$0
$285,000 0.14% of portfolio
972
Q1 2025 Added 99.59%
$5.65B
$298,000 0.14% of portfolio
8,117
Q3 2025 Reduced 1.7%
$0
$281,000 0.13% of portfolio
6,585
Q3 2025 New
$45.2B
$256,000 0.12% of portfolio
4,303
Q2 2025 Reduced 0.69%
$0
$222,000 0.11% of portfolio
1,871
Q1 2025 Added 14.57%
$8.77B
$231,000 0.11% of portfolio
2,547
Q2 2025 Reduced 56.92%
$20.8B
$233,000 0.11% of portfolio
1,731
Q3 2025 Reduced 1.7%
$0
$222,000 0.11% of portfolio
8,429
Q3 2025 Added 2.12%
$98.6B
$198,000 0.1% of portfolio
2,095
Q1 2025 Reduced 2.6%
$255B
$212,000 0.1% of portfolio
640
Q4 2023 Reduced 26.01%
$0
$202,000 0.1% of portfolio
2,456
Q4 2022 New
$388B
$211,000 0.1% of portfolio
1,308
Q3 2025 Added 85.8%
$0
$182,000 0.09% of portfolio
1,904
Q2 2025 Reduced 0.16%
$0
$192,000 0.09% of portfolio
656
Q3 2024 Reduced 17.59%
$0
$196,000 0.09% of portfolio
600
Q1 2020 New
$0
$184,000 0.09% of portfolio
6,341
Q3 2025 New
$0
$188,000 0.09% of portfolio
2,113
Q3 2025 Reduced 0.94%
$0
$167,000 0.08% of portfolio
349
Q3 2025 New
$0
$167,000 0.08% of portfolio
4,000
Q4 2018 New
$27.1B
$144,000 0.07% of portfolio
265
Q2 2025 Reduced 10.17%
$115B
$137,000 0.07% of portfolio
280
Q3 2025 Added 3.32%
$0
$153,000 0.07% of portfolio
1,185
Q2 2021 Added 48.13%
$0
$150,000 0.07% of portfolio
757
Q2 2025 Added 0.4%
$39.9B
$148,000 0.07% of portfolio
1,435
Q1 2025 Reduced 10.65%
$0
$149,000 0.07% of portfolio
502
Q3 2025 Added 43.43%
$268B
$137,000 0.07% of portfolio
822
Q3 2025 Added 1.23%
$0
$142,000 0.07% of portfolio
237
Q3 2025 Added 4.41%
$593B
$148,000 0.07% of portfolio
528
Q3 2025 Added 0.96%
$65.3B
$151,000 0.07% of portfolio
2,079
Q2 2025 Added 259.07%
$0
$139,000 0.07% of portfolio
4,364
Q3 2025 New
$0
$150,000 0.07% of portfolio
729
Q2 2024 Added 0.14%
$103B
$133,000 0.06% of portfolio
1,775
Q2 2025 Added 5.97%
$1.23B
$117,000 0.06% of portfolio
16,300
Q3 2025 Added 91.76%
$0
$131,000 0.06% of portfolio
2,588
Q4 2023 New
$24.1B
$123,000 0.06% of portfolio
880
Q2 2025 Reduced 6.48%

Summary

  • Portfolio
  • No. of Stocks 312
  • Current Value $208 Million
  • Prior Value $188 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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