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
$68.7B
$107,000 0.05% of portfolio
1,284
Q3 2025 Reduced 11.51%
$0
$110,000 0.05% of portfolio
1,552
Q1 2020 Added 60.5%
$73.7B
$102,000 0.05% of portfolio
375
Q2 2025 Reduced 0.27%
$0
$100,000 0.05% of portfolio
541
Q3 2025 Added 758.73%
$0
$112,000 0.05% of portfolio
4,600
Q4 2024 Added 100.0%
$20.1B
$96,000 0.05% of portfolio
171
Q4 2021 New
$0
$106,000 0.05% of portfolio
1,030
Q4 2021 Reduced 53.18%
$0
$73,000 0.04% of portfolio
1,600
Q4 2023 Reduced 48.39%
$53B
$89,000 0.04% of portfolio
935
Q2 2025 Reduced 14.22%
$0
$85,000 0.04% of portfolio
1,500
Q1 2020 Reduced 35.59%
$0
$73,000 0.04% of portfolio
2,906
Q4 2024 Added 11.51%
$99.7B
$89,000 0.04% of portfolio
465
Q1 2025 Reduced 31.01%
$64.9B
$76,000 0.04% of portfolio
2,460
Q1 2025 Added 32.26%
$0
$79,000 0.04% of portfolio
1,485
Q2 2024 Reduced 25.19%
$50.1M
$79,000 0.04% of portfolio
4,250
Q2 2025 New
$173B
$75,000 0.04% of portfolio
1,099
Q2 2025 Added 37.55%
$84.9B
$79,000 0.04% of portfolio
470
Q1 2024 Reduced 29.85%
$103B
$58,000 0.03% of portfolio
25
Q1 2025 Added 4.17%
$77.2B
$56,000 0.03% of portfolio
267
Q3 2025 Added 1.14%
$47.4B
$70,000 0.03% of portfolio
1,046
Q1 2025 Reduced 14.96%
$151B
$63,000 0.03% of portfolio
179
Q4 2024 Reduced 8.21%
$0
$56,000 0.03% of portfolio
700
Q1 2025 Added 40.0%
$0
$65,000 0.03% of portfolio
1,450
Q3 2023 Added 400.0%
$0
$63,000 0.03% of portfolio
1,351
Q3 2025 New
$102B
$43,000 0.02% of portfolio
305
Q3 2025 Added 10.91%
$270B
$42,000 0.02% of portfolio
600
Q1 2025 Reduced 40.0%
$163B
$46,000 0.02% of portfolio
65
Q2 2025 New
$0
$35,000 0.02% of portfolio
1,530
Q4 2024 Added 100.0%
$0
$38,000 0.02% of portfolio
250
Q4 2023 Reduced 16.67%
$60.5B
$50,000 0.02% of portfolio
1,199
Q3 2021 Added 23.61%
$21.1B
$47,000 0.02% of portfolio
570
Q3 2024 Reduced 62.5%
$1.29T
$43,000 0.02% of portfolio
97
Q3 2025 Added 38.57%
$22.8B
$49,000 0.02% of portfolio
469
Q2 2025 Reduced 26.6%
$6.2B
$32,000 0.02% of portfolio
300
Q2 2025 Added 1,400.0%
$283B
$37,000 0.02% of portfolio
292
Q4 2021 Reduced 13.86%
$59.6B
$32,000 0.02% of portfolio
150
Q2 2025 New
$241M
$48,000 0.02% of portfolio
450
Q2 2025 New
$0
$48,000 0.02% of portfolio
1,900
Q4 2023 New
$0
$49,000 0.02% of portfolio
350
Q4 2018 New
$75.4B
$49,000 0.02% of portfolio
380
Q1 2025 Reduced 27.06%
$0
$37,000 0.02% of portfolio
1,298
Q4 2021 Reduced 3.71%
$120B
$33,000 0.02% of portfolio
1,055
Q2 2025 Reduced 0.47%
$0
$37,000 0.02% of portfolio
1,567
Q2 2025 Reduced 4.8%
$0
$41,000 0.02% of portfolio
1,693
Q3 2025 Added 88.53%
$0
$51,000 0.02% of portfolio
710
Q4 2024 Reduced 41.32%
$0
$32,000 0.02% of portfolio
500
Q4 2024 New
$0
$33,000 0.02% of portfolio
236
Q3 2024 Added 73.53%
$10.4B
$46,000 0.02% of portfolio
700
Q3 2025 Added 4.48%
$0
$51,000 0.02% of portfolio
1,182
Q4 2018 New

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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