Legacy Bridge, LLC Top Holdings and 13F Report (2025) About Legacy Bridge, LLCInvestment ActivityLegacy Bridge, LLC has $210.71 million in total holdings as of June 30, 2025.Legacy Bridge, LLC owns shares of 303 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 2.91% of the portfolio was purchased this quarter.About 4.17% of the portfolio was sold this quarter.This quarter, Legacy Bridge, LLC has purchased 319 new stocks and bought additional shares in 49 stocks.Legacy Bridge, LLC sold shares of 82 stocks and completely divested from 46 stocks this quarter.Largest Holdings NVIDIA $9,660,141Broadcom $8,246,346PALANTIR TECHNOLOGIES INC $7,852,714GE VERNOVA INC $6,034,956West Bancorporation $5,094,005 Largest New Holdings this Quarter 74762E102 - Quanta Services $1,301,352 Holding316773100 - Fifth Third Bancorp $1,101,544 Holding717081103 - Pfizer $724,970 Holding46141D104 - Invesco DB US Dollar Index Bearish Fund $80,368 Holding63942X106 - Navitas Semiconductor $55,675 Holding Largest Purchases this Quarter Quanta Services 3,442 shares (about $1.30M)Fifth Third Bancorp 26,782 shares (about $1.10M)Pfizer 29,908 shares (about $724.97K)NVIDIA 3,092 shares (about $488.51K)Broadcom 1,166 shares (about $321.41K) Largest Sales this Quarter Knight-Swift Transportation 15,725 shares (about $695.52K)SPDR S&P Biotech ETF 7,645 shares (about $634.00K)Vanguard Russell 2000 ETF 4,128 shares (about $360.04K)Qorvo 3,365 shares (about $285.72K)Workday 569 shares (about $136.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Bridge, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$9,660,141$488,505 ▲5.3%61,1444.6%Computer and TechnologyAVGOBroadcom$8,246,346$321,408 ▲4.1%29,9163.9%Computer and TechnologyPALANTIR TECHNOLOGIES INC$7,852,714$133,185 ▼-1.7%57,6053.7%CL AGE VERNOVA INC$6,034,956$124,350 ▲2.1%11,4052.9%COMWTBAWest Bancorporation$5,094,005$58,890 ▼-1.1%259,5012.4%FinanceSTRLSterling Infrastructure$4,213,361$109,597 ▼-2.5%18,2612.0%ConstructionMSFTMicrosoft$3,939,488$4,974 ▼-0.1%7,9201.9%Computer and TechnologyARISTA NETWORKS INC$3,917,8600.0%38,2941.9%COM SHSBRK.BBerkshire Hathaway$3,699,139$174,391 ▲4.9%7,6151.8%FinanceAMZNAmazon.com$3,678,074$40,587 ▲1.1%16,7651.7%Retail/WholesaleWMTWalmart$3,521,352$20,436 ▼-0.6%36,0131.7%Retail/WholesaleETNEaton$3,422,8210.0%9,5881.6%IndustrialsVRTVertiv$3,129,737$102,728 ▲3.4%24,3731.5%Computer and TechnologyAXONAxon Enterprise$3,050,131$223,544 ▲7.9%3,6841.4%AerospaceCELESTICA INC$2,924,7210.0%18,7351.4%COMCATCaterpillar$2,823,064$116,463 ▲4.3%7,2721.3%IndustrialsLLYEli Lilly and Company$2,814,883$115,370 ▲4.3%3,6111.3%MedicalJPMJPMorgan Chase & Co.$2,642,5300.0%9,1151.3%FinanceCOSTCostco Wholesale$2,631,261$4,950 ▼-0.2%2,6581.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$2,531,706$2,265 ▲0.1%11,1781.2%Computer and TechnologyJCIJohnson Controls International$2,500,237$211 ▼0.0%23,6721.2%ConstructionPREFPrincipal Spectrum Preferred Securities Active ETF$2,472,930$115,812 ▼-4.5%130,3601.2%ETFPANWPalo Alto Networks$2,304,042$5,116 ▼-0.2%11,2591.1%Computer and TechnologyPHParker-Hannifin$2,230,914$17,462 ▼-0.8%3,1941.1%IndustrialsISRGIntuitive Surgical$2,222,5470.0%4,0901.1%MedicalALCCAltC Acquisition$2,100,745$59,069 ▲2.9%37,5201.0%EnergyIWOiShares Russell 2000 Growth ETF$2,059,080$858 ▼0.0%7,2031.0%ETFDEDeere & Company$2,057,860$9,661 ▼-0.5%4,0471.0%IndustrialsHDHome Depot$1,991,589$5,500 ▲0.3%5,4320.9%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,921,466$50,397 ▲2.7%33,7040.9%ETFIWMiShares Russell 2000 ETF$1,919,237$78,763 ▼-3.9%8,8940.9%FinanceLEUCentrus Energy$1,882,908$18,318 ▼-1.0%10,2790.9%Basic MaterialsLOWLowe's Companies$1,799,366$5,769 ▼-0.3%8,1100.9%Retail/WholesaleTSCOTractor Supply$1,735,6060.0%32,8900.8%Retail/WholesaleVXUSVanguard Total International Stock ETF$1,731,295$69 ▲0.0%25,0590.8%ETFIWRiShares Russell Mid-Cap ETF$1,719,288$23,452 ▲1.4%18,6940.8%ETFGOOGAlphabet$1,708,266$17,739 ▼-1.0%9,6300.8%Computer and TechnologyWSMWilliams-Sonoma$1,665,721$32,674 ▼-1.9%10,1960.8%Retail/WholesaleAAPLApple$1,660,236$111,613 ▼-6.3%8,0920.8%Computer and TechnologyDLRDigital Realty Trust$1,642,189$47,069 ▼-2.8%9,4200.8%FinanceASMLASML$1,615,603$56,097 ▼-3.4%2,0160.8%Computer and TechnologyNDAQNasdaq$1,614,9260.0%18,0600.8%FinanceQCOMQUALCOMM$1,583,045$35,356 ▼-2.2%9,9400.8%Computer and TechnologyBLACKROCK INC$1,565,481$14,690 ▼-0.9%1,4920.7%COMTMUST-Mobile US$1,562,986$88,156 ▼-5.3%6,5600.7%Computer and TechnologyNXPINXP Semiconductors$1,538,389$54,404 ▼-3.4%7,0410.7%Computer and TechnologyBKBank of New York Mellon$1,529,5550.0%16,7880.7%FinanceBSXBoston Scientific$1,506,2110.0%14,0230.7%MedicalNFGNational Fuel Gas$1,496,5720.0%17,6670.7%EnergyVSTVistra$1,494,276$31,979 ▼-2.1%7,7100.7%UtilitiesNSITInsight Enterprises$1,493,390$23,613 ▼-1.6%10,8150.7%Retail/WholesaleIWNiShares Russell 2000 Value ETF$1,487,677$47,328 ▼-3.1%9,4300.7%ETFXOMExxon Mobil$1,478,262$38,592 ▲2.7%13,7130.7%EnergyIWSiShares Russell Mid-Cap Value ETF$1,424,6020.0%10,7810.7%ETFEQIXEquinix$1,379,345$47,728 ▼-3.3%1,7340.7%FinanceEFAiShares MSCI EAFE ETF$1,377,389$55,778 ▼-3.9%15,4090.7%FinanceHPEHewlett Packard Enterprise$1,368,923$50,205 ▼-3.5%66,9400.6%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,318,948$28,050 ▲2.2%47,0210.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,309,096$1,561 ▼-0.1%21,8070.6%ETFFCXFreeport-McMoRan$1,305,356$29,261 ▼-2.2%30,1120.6%Basic MaterialsPWRQuanta Services$1,301,352$1,301,352 ▲New Holding3,4420.6%ConstructionMETAMeta Platforms$1,281,325$1,476 ▲0.1%1,7360.6%Computer and TechnologyVLOValero Energy$1,269,1940.0%9,4420.6%EnergyCVXChevron$1,268,3780.0%8,8580.6%EnergyMSMorgan Stanley$1,256,190$104,236 ▼-7.7%8,9180.6%FinanceSYKStryker$1,141,789$11,869 ▼-1.0%2,8860.5%MedicalAVAVAeroVironment$1,140,085$21,371 ▲1.9%4,0010.5%AerospaceNOWServiceNow$1,128,832$4,112 ▼-0.4%1,0980.5%Computer and TechnologyGEHCGE HealthCare Technologies$1,125,864$47,775 ▼-4.1%15,2000.5%MedicalFITBFifth Third Bancorp$1,101,544$1,101,544 ▲New Holding26,7820.5%FinanceSNOWSnowflake$1,099,383$37,593 ▲3.5%4,9130.5%Computer and TechnologyDHRDanaher$1,060,395$58,274 ▼-5.2%5,3680.5%MedicalVRTXVertex Pharmaceuticals$1,038,2070.0%2,3320.5%MedicalJJacobs Solutions$1,025,179$32,863 ▼-3.1%7,7990.5%Business ServicesNUNU$943,7990.0%68,7900.4%FinanceVWOVanguard FTSE Emerging Markets ETF$931,481$44,563 ▲5.0%18,8330.4%ETFXBISPDR S&P Biotech ETF$904,684$634,000 ▼-41.2%10,9090.4%ETFTMOThermo Fisher Scientific$886,336$25,949 ▼-2.8%2,1860.4%MedicalIWPiShares Russell Mid-Cap Growth ETF$874,933$69,340 ▼-7.3%6,3090.4%ETFCCJCameco$846,816$47,507 ▲5.9%11,4080.4%Basic MaterialsNEENextEra Energy$844,495$19,438 ▲2.4%12,1650.4%UtilitiesINDAiShares MSCI India ETF$843,497$19,822 ▼-2.3%15,1490.4%ETFHRBH&R Block$837,8960.0%15,2650.4%Consumer DiscretionaryJEPIJPMorgan Equity Premium Income ETF$832,654$114,955 ▼-12.1%14,6460.4%ETFMDLZMondelez International$809,8200.0%12,0080.4%Consumer StaplesCTRECareTrust REIT$793,367$18,360 ▼-2.3%25,9270.4%FinanceTEMPUS AI INC$777,730$11,437 ▲1.5%12,2400.4%CL AGSThe Goldman Sachs Group$777,1100.0%1,0980.4%FinanceFSLRFirst Solar$772,907$11,919 ▼-1.5%4,6690.4%EnergyNXTNextracker$728,558$27,185 ▼-3.6%13,4000.3%EnergyPFEPfizer$724,970$724,970 ▲New Holding29,9080.3%MedicalUNPUnion Pacific$723,602$10,354 ▼-1.4%3,1450.3%TransportationPGProcter & Gamble$701,168$47,796 ▼-6.4%4,4010.3%Consumer StaplesVOOVanguard S&P 500 ETF$689,589$9,657 ▲1.4%1,2140.3%ETFRIORio Tinto$681,295$10,208 ▲1.5%11,6800.3%Basic MaterialsTJXTJX Companies$669,6870.0%5,4230.3%Retail/WholesaleVTWOVanguard Russell 2000 ETF$658,686$360,044 ▼-35.3%7,5520.3%ETFSCHFSchwab International Equity ETF$649,2100.0%29,3760.3%ETFTMToyota Motor$641,841$24,461 ▼-3.7%3,7260.3%Auto/Tires/TrucksIJHiShares Core S&P Mid-Cap ETF$636,512$9,861 ▼-1.5%10,2630.3%ETFShowing largest 100 holdings. 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