Legacy Bridge, LLC Top Holdings and 13F Report (2025)

About Legacy Bridge, LLC

Investment Activity

Legacy Bridge, LLC has $179.22 million in total holdings as of March 31, 2025.
Legacy Bridge, LLC owns shares of 319 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
Approximately 4.98% of the portfolio was purchased this quarter.
About 5.07% of the portfolio was sold this quarter.
This quarter, Legacy Bridge, LLC has purchased 298 new stocks and bought additional shares in 95 stocks.
Legacy Bridge, LLC sold shares of 57 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

NVIDIA: $6,291,676
West Bancorporation: $5,234,270
PALANTIR TECHNOLOGIES INC: $4,944,321
Broadcom: $4,813,613
Berkshire Hathaway: $3,864,401

Largest New Holdings this Quarter

88023B103 - TEMPUS AI INC: $581,775 Holding
04626A103 - ASTERA LABS INC: $6,564 Holding
92206C409 - Vanguard Short-Term Corporate Bond ETF: $3,947 Holding
88160R101 - Tesla: $3,110 Holding
38964R203 - GRAYSCALE ETHEREUM MINI TR E: $345 Holding

Largest Purchases this Quarter

Vertex Pharmaceuticals: 2,121 shares (about $1.03M)
Vistra: 7,775 shares (about $913.10K)
Snowflake: 4,639 shares (about $678.04K)
TEMPUS AI INC: 12,060 shares (about $581.78K)
Axon Enterprise: 1,089 shares (about $572.76K)

Largest Sales this Quarter

Advanced Micro Devices: 12,966 shares (about $1.06M)
First Solar: 1,816 shares (about $229.60K)
RPM International: 1,600 shares (about $185.09K)
McDonald's: 556 shares (about $173.64K)
Palo Alto Networks: 840 shares (about $143.34K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$6,291,676	$397,971 ▲	6.8%	58,052	3.5%	Computer and Technology
WTBA West Bancorporation	$5,234,270	$69,790 ▼	-1.3%	262,501	2.9%	Finance
PALANTIR TECHNOLOGIES INC	$4,944,321	$135,209 ▲	2.8%	58,582	2.8%	CL A
AVGO Broadcom	$4,813,613	$125,573 ▲	2.7%	28,750	2.7%	Computer and Technology
BRK.B Berkshire Hathaway	$3,864,401	$149,122 ▲	4.0%	7,256	2.2%	Finance
GE VERNOVA INC	$3,409,978	$57,393 ▲	1.7%	11,170	1.9%	COM
WMT Walmart	$3,179,930	$176,458 ▲	5.9%	36,222	1.8%	Retail/Wholesale
AMZN Amazon.com	$3,154,511	$54,605 ▼	-1.7%	16,580	1.8%	Retail/Wholesale
MSFT Microsoft	$2,976,843	$7,883 ▼	-0.3%	7,930	1.7%	Computer and Technology
ARISTA NETWORKS INC	$2,967,020	$106,148 ▲	3.7%	38,294	1.7%	COM SHS
LLY Eli Lilly and Company	$2,860,127	$61,943 ▲	2.2%	3,463	1.6%	Medical
ETN Eaton	$2,606,307	$95,141 ▲	3.8%	9,588	1.5%	Industrials
PREF Principal Spectrum Preferred Securities Active ETF	$2,551,896	$68,910 ▲	2.8%	136,465	1.4%	ETF
COST Costco Wholesale	$2,518,763	$3,783 ▲	0.2%	2,663	1.4%	Retail/Wholesale
CAT Caterpillar	$2,299,366	$58,045 ▼	-2.5%	6,972	1.3%	Industrials
JPM JPMorgan Chase & Co.	$2,235,910	$142,274 ▲	6.8%	9,115	1.2%	Finance
STRL Sterling Infrastructure	$2,121,103	$115,474 ▲	5.8%	18,736	1.2%	Construction
ISRG Intuitive Surgical	$2,025,655	$79,243 ▲	4.1%	4,090	1.1%	Medical
HD Home Depot	$1,985,277	$31,152 ▲	1.6%	5,417	1.1%	Retail/Wholesale
PH Parker-Hannifin	$1,956,670		0.0%	3,219	1.1%	Industrials
PANW Palo Alto Networks	$1,925,502	$143,338 ▼	-6.9%	11,284	1.1%	Computer and Technology
AAPL Apple	$1,918,242	$66,192 ▼	-3.3%	8,636	1.1%	Computer and Technology
DE Deere & Company	$1,908,378	$32,855 ▲	1.8%	4,066	1.1%	Industrials
LOW Lowe's Companies	$1,897,482	$16,092 ▼	-0.8%	8,136	1.1%	Retail/Wholesale
JCI Johnson Controls International	$1,896,520	$160 ▲	0.0%	23,674	1.1%	Construction
TSM Taiwan Semiconductor Manufacturing	$1,853,888	$17,430 ▲	0.9%	11,168	1.0%	Computer and Technology
TMUS T-Mobile US	$1,848,301		0.0%	6,930	1.0%	Computer and Technology
IWM iShares Russell 2000 ETF	$1,847,078	$143,433 ▲	8.4%	9,259	1.0%	Finance
IWO iShares Russell 2000 Growth ETF	$1,841,372	$306,895 ▲	20.0%	7,206	1.0%	ETF
TSCO Tractor Supply	$1,812,239		0.0%	32,890	1.0%	Retail/Wholesale
AXON Axon Enterprise	$1,795,594	$572,760 ▲	46.8%	3,414	1.0%	Aerospace
VRT Vertiv	$1,701,971	$66,063 ▲	4.0%	23,573	0.9%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$1,668,241	$7,675 ▼	-0.5%	32,820	0.9%	ETF
NSIT Insight Enterprises	$1,647,791	$14,999 ▼	-0.9%	10,986	0.9%	Retail/Wholesale
WSM Williams-Sonoma	$1,643,608		0.0%	10,396	0.9%	Retail/Wholesale
XOM Exxon Mobil	$1,588,311	$41,626 ▲	2.7%	13,355	0.9%	Energy
IWR iShares Russell Mid-Cap ETF	$1,568,606	$34,028 ▲	2.2%	18,439	0.9%	ETF
QCOM QUALCOMM	$1,560,985		0.0%	10,162	0.9%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$1,556,127	$251,509 ▲	19.3%	25,058	0.9%	ETF
GOOG Alphabet	$1,520,118	$74,990 ▲	5.2%	9,730	0.8%	Computer and Technology
XBI SPDR S&P Biotech ETF	$1,504,730	$48,660 ▼	-3.1%	18,554	0.8%	ETF
CVX Chevron	$1,481,855	$33,458 ▲	2.3%	8,858	0.8%	Energy
CELESTICA INC	$1,476,506	$26,795 ▲	1.8%	18,735	0.8%	COM
IWN iShares Russell 2000 Value ETF	$1,469,036		0.0%	9,730	0.8%	ETF
EQIX Equinix	$1,462,738	$28,537 ▼	-1.9%	1,794	0.8%	Finance
BLACKROCK INC	$1,425,399	$42,592 ▼	-2.9%	1,506	0.8%	COM
BSX Boston Scientific	$1,414,641		0.0%	14,023	0.8%	Medical
BK Bank of New York Mellon	$1,408,010	$38,580 ▲	2.8%	16,788	0.8%	Finance
NFG National Fuel Gas	$1,399,050	$554 ▲	0.0%	17,667	0.8%	Energy
DLR Digital Realty Trust	$1,388,481	$81,389 ▲	6.2%	9,690	0.8%	Finance
NXPI NXP Semiconductors	$1,385,538	$53,217 ▼	-3.7%	7,290	0.8%	Computer and Technology
ASML ASML	$1,382,247	$60,299 ▲	4.6%	2,086	0.8%	Computer and Technology
NDAQ Nasdaq	$1,370,032	$36,034 ▲	2.7%	18,060	0.8%	Finance
IWS iShares Russell Mid-Cap Value ETF	$1,358,083		0.0%	10,781	0.8%	ETF
EFA iShares MSCI EAFE ETF	$1,310,359	$5,067 ▲	0.4%	16,033	0.7%	Finance
GEHC GE HealthCare Technologies	$1,278,850	$14,528 ▲	1.1%	15,845	0.7%	Medical
VLO Valero Energy	$1,247,005	$1,321 ▲	0.1%	9,442	0.7%	Energy
SCHM Schwab U.S. Mid-Cap ETF	$1,205,747	$31,466 ▲	2.7%	46,021	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,178,320	$144,693 ▲	14.0%	21,833	0.7%	ETF
FCX Freeport-McMoRan	$1,165,596	$29,531 ▲	2.6%	30,787	0.7%	Basic Materials
DHR Danaher	$1,160,915	$14,350 ▲	1.3%	5,663	0.6%	Medical
VRTX Vertex Pharmaceuticals	$1,130,601	$1,028,304 ▲	1,005.2%	2,332	0.6%	Medical
MS Morgan Stanley	$1,126,799		0.0%	9,658	0.6%	Finance
TMO Thermo Fisher Scientific	$1,119,600	$60,210 ▲	5.7%	2,250	0.6%	Medical
SYK Stryker	$1,085,481		0.0%	2,916	0.6%	Medical
ACN Accenture	$1,077,305	$29,336 ▲	2.8%	3,452	0.6%	Computer and Technology
ITW Illinois Tool Works	$1,074,132	$9,920 ▼	-0.9%	4,331	0.6%	Industrials
HPE Hewlett Packard Enterprise	$1,070,765	$36,492 ▲	3.5%	69,395	0.6%	Computer and Technology
RPM RPM International	$1,058,241	$185,088 ▼	-14.9%	9,148	0.6%	Construction
META Meta Platforms	$999,409	$485,872 ▲	94.6%	1,734	0.6%	Computer and Technology
J Jacobs Solutions	$973,044	$20,551 ▼	-2.1%	8,049	0.5%	Business Services
JEPI JPMorgan Equity Premium Income ETF	$952,404	$47,197 ▼	-4.7%	16,668	0.5%	ETF
VTWO Vanguard Russell 2000 ETF	$941,992	$28,228 ▲	3.1%	11,680	0.5%	ETF
VST Vistra	$924,840	$913,096 ▲	7,775.0%	7,875	0.5%	Utilities
NOW ServiceNow	$877,347	$41,399 ▲	5.0%	1,102	0.5%	Computer and Technology
NEE NextEra Energy	$842,528		0.0%	11,885	0.5%	Utilities
HRB H&R Block	$838,202	$659 ▼	-0.1%	15,265	0.5%	Consumer Discretionary
KWEB KraneShares CSI China Internet ETF	$824,575	$21,470 ▼	-2.5%	23,620	0.5%	Manufacturing
MDLZ Mondelez International	$814,743	$30,736 ▲	3.9%	12,008	0.5%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$811,603	$78,300 ▲	10.7%	17,932	0.5%	ETF
PG Procter & Gamble	$801,145	$2,215 ▼	-0.3%	4,701	0.4%	Consumer Staples
IWP iShares Russell Mid-Cap Growth ETF	$799,990		0.0%	6,809	0.4%	ETF
INDA iShares MSCI India ETF	$798,198	$11,840 ▲	1.5%	15,505	0.4%	ETF
ALCC AltC Acquisition	$788,738	$8,868 ▲	1.1%	36,465	0.4%	Energy
KNX Knight-Swift Transportation	$787,822	$3,262 ▼	-0.4%	18,115	0.4%	Transportation
CTRE CareTrust REIT	$758,142	$60,304 ▲	8.6%	26,527	0.4%	Finance
UNP Union Pacific	$753,606	$36,617 ▲	5.1%	3,190	0.4%	Transportation
NU NU	$704,410	$30,618 ▲	4.5%	68,790	0.4%	Finance
WDAY Workday	$700,824	$6,539 ▼	-0.9%	3,001	0.4%	Computer and Technology
SNOW Snowflake	$693,530	$678,037 ▲	4,376.4%	4,745	0.4%	Computer and Technology
RIO Rio Tinto Group	$691,221	$40,554 ▲	6.2%	11,505	0.4%	Basic Materials
TM Toyota Motor	$682,819		0.0%	3,868	0.4%	Auto/Tires/Trucks
TJX TJX Companies	$660,522		0.0%	5,423	0.4%	Retail/Wholesale
LEU Centrus Energy	$645,678	$31,665 ▲	5.2%	10,379	0.4%	Basic Materials
VOO Vanguard S&P 500 ETF	$615,151	$2,570 ▲	0.4%	1,197	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$608,124	$262,692 ▲	76.0%	10,422	0.3%	ETF
GS The Goldman Sachs Group	$599,827	$50,259 ▼	-7.7%	1,098	0.3%	Finance
FSLR First Solar	$599,405	$229,597 ▼	-27.7%	4,741	0.3%	Energy
NXT Nextracker	$585,746	$40,033 ▼	-6.4%	13,900	0.3%	Energy
MCD McDonald's	$584,613	$173,635 ▼	-22.9%	1,872	0.3%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Legacy Bridge, LLC Top Holdings and 13F Report (2025)

About Legacy Bridge, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Legacy Bridge, LLC Top Holdings and 13F Report (2025)

About Legacy Bridge, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegacy Bridge, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools