Legacy Bridge, LLC Top Holdings and 13F Report (2025) About Legacy Bridge, LLCInvestment ActivityLegacy Bridge, LLC has $191.81 million in total holdings as of December 31, 2024.Legacy Bridge, LLC owns shares of 298 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 7.50% of the portfolio was purchased this quarter.About 4.07% of the portfolio was sold this quarter.This quarter, Legacy Bridge, LLC has purchased 293 new stocks and bought additional shares in 43 stocks.Legacy Bridge, LLC sold shares of 22 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $7,302,691Broadcom $6,491,520West Bancorporation $5,758,922PALANTIR TECHNOLOGIES INC $4,309,398ARISTA NETWORKS INC $4,081,210 Largest New Holdings this Quarter ARISTA NETWORKS INC $4,081,210 HoldingBLACKROCK INC $1,589,946 HoldingAltC Acquisition $765,448 HoldingCentrus Energy $657,441 HoldingINNVENTURE INC $103,723 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 36,924 shares (about $4.08M)BLACKROCK INC 1,551 shares (about $1.59M)GE VERNOVA INC 4,776 shares (about $1.57M)Tractor Supply 26,312 shares (about $1.40M)Palo Alto Networks 6,068 shares (about $1.10M) Largest Sales this Quarter West Bancorporation 26,575 shares (about $575.35K)Broadcom 1,735 shares (about $402.24K)Workiva 1,790 shares (about $196.01K)GE HealthCare Technologies 545 shares (about $42.61K)Deere & Company 90 shares (about $38.13K) 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$7,302,691$33,573 ▲0.5%54,3803.8%Computer and TechnologyAVGOBroadcom$6,491,520$402,242 ▼-5.8%28,0003.4%Computer and TechnologyWTBAWest Bancorporation$5,758,922$575,349 ▼-9.1%266,0013.0%FinancePALANTIR TECHNOLOGIES INC$4,309,398$7,563 ▲0.2%56,9802.2%CL AARISTA NETWORKS INC$4,081,210$4,081,210 ▲New Holding36,9242.1%COM SHSAMZNAmazon.com$3,700,452$2,194 ▲0.1%16,8671.9%Retail/WholesaleGE VERNOVA INC$3,612,310$1,570,970 ▲77.0%10,9821.9%COMMSFTMicrosoft$3,351,3470.0%7,9511.7%Computer and TechnologyBRK.BBerkshire Hathaway$3,162,082$9,066 ▲0.3%6,9761.6%FinanceWMTWalmart$3,091,055$2,711 ▲0.1%34,2121.6%Retail/WholesaleETNEaton$3,065,8160.0%9,2381.6%Industrial ProductsSTRLSterling Infrastructure$2,984,2610.0%17,7161.6%ConstructionLLYEli Lilly and Company$2,615,536$14,668 ▼-0.6%3,3881.4%MedicalCATCaterpillar$2,593,0090.0%7,1481.4%Industrial ProductsVRTVertiv$2,574,176$22,722 ▲0.9%22,6581.3%Computer and TechnologyPREFPrincipal Spectrum Preferred Securities Active ETF$2,471,036$6,514 ▲0.3%132,7801.3%ETFCOSTCostco Wholesale$2,436,3620.0%2,6591.3%Retail/WholesaleAAPLApple$2,237,2530.0%8,9341.2%Computer and TechnologyPANWPalo Alto Networks$2,206,084$1,104,134 ▲100.2%12,1241.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,184,832$2,172 ▲0.1%11,0631.1%Computer and TechnologyHDHome Depot$2,074,0950.0%5,3321.1%Retail/WholesaleISRGIntuitive Surgical$2,051,3030.0%3,9301.1%MedicalPHParker-Hannifin$2,047,3810.0%3,2191.1%Industrial ProductsJPMJPMorgan Chase & Co.$2,045,9250.0%8,5351.1%FinanceLOWLowe's Companies$2,024,994$30,850 ▼-1.5%8,2051.1%Retail/WholesaleWSMWilliams-Sonoma$1,925,1320.0%10,3961.0%Retail/WholesaleIWMiShares Russell 2000 ETF$1,886,999$3,314 ▲0.2%8,5401.0%FinanceJCIJohnson Controls International$1,868,4310.0%23,6721.0%ConstructionGOOGAlphabet$1,761,5700.0%9,2500.9%Computer and TechnologyTSCOTractor Supply$1,745,144$1,396,115 ▲400.0%32,8900.9%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$1,728,377$11,513 ▲0.7%6,0050.9%ETFXBISPDR S&P Biotech ETF$1,725,010$2,252 ▲0.1%19,1540.9%ETFEQIXEquinix$1,724,5460.0%1,8290.9%FinanceCELESTICA INC$1,697,8590.0%18,3950.9%COMDEDeere & Company$1,693,106$38,133 ▼-2.2%3,9960.9%Industrial ProductsNSITInsight Enterprises$1,686,1810.0%11,0860.9%Retail/WholesaleDLRDigital Realty Trust$1,617,6050.0%9,1220.8%FinanceIWNiShares Russell 2000 Value ETF$1,597,3750.0%9,7300.8%ETFIWRiShares Russell Mid-Cap ETF$1,594,6480.0%18,0390.8%ETFBLACKROCK INC$1,589,946$1,589,946 ▲New Holding1,5510.8%COMVEAVanguard FTSE Developed Markets ETF$1,576,6740.0%32,9710.8%ETFNXPINXP Semiconductors$1,573,4250.0%7,5700.8%Computer and TechnologyAMDAdvanced Micro Devices$1,566,4050.0%12,9680.8%Computer and TechnologyQCOMQUALCOMM$1,561,0870.0%10,1620.8%Computer and TechnologyTMUST-Mobile US$1,529,6590.0%6,9300.8%Computer and TechnologyUNHUnitedHealth Group$1,501,3930.0%2,9680.8%MedicalHPEHewlett Packard Enterprise$1,431,091$2,135 ▲0.1%67,0300.7%Computer and TechnologyXOMExxon Mobil$1,398,9480.0%13,0050.7%Oils/EnergyIWSiShares Russell Mid-Cap Value ETF$1,394,4150.0%10,7810.7%ETFASMLASML$1,382,6950.0%1,9950.7%Computer and TechnologyAXONAxon Enterprise$1,381,794$2,972 ▲0.2%2,3250.7%AerospaceNDAQNasdaq$1,359,497$4,639 ▼-0.3%17,5850.7%FinanceWMWaste Management$1,345,738$33,295 ▼-2.4%6,6690.7%Business ServicesRPMRPM International$1,322,649$12,306 ▼-0.9%10,7480.7%ConstructionDHRDanaher$1,283,8740.0%5,5930.7%MedicalMNSTMonster Beverage$1,279,5210.0%24,3440.7%Consumer StaplesBKBank of New York Mellon$1,254,481$4,994 ▼-0.4%16,3280.7%FinanceCVXChevron$1,254,0250.0%8,6580.7%Oils/EnergyBSXBoston Scientific$1,252,5350.0%14,0230.7%MedicalSCHMSchwab U.S. Mid-Cap ETF$1,241,976$827,984 ▲200.0%44,8200.6%ETFVXUSVanguard Total International Stock ETF$1,238,0220.0%21,0080.6%ETFGEHCGE HealthCare Technologies$1,224,690$42,608 ▼-3.4%15,6650.6%MedicalMSMorgan Stanley$1,214,2040.0%9,6580.6%FinanceEFAiShares MSCI EAFE ETF$1,207,551$76 ▲0.0%15,9710.6%FinanceACNAccenture$1,181,311$522,408 ▲79.3%3,3580.6%Computer and TechnologyVLOValero Energy$1,156,2690.0%9,4320.6%Oils/EnergyFSLRFirst Solar$1,155,606$6,168 ▼-0.5%6,5570.6%Oils/EnergyFCXFreeport-McMoRan$1,142,6670.0%30,0070.6%Basic MaterialsNOWServiceNow$1,113,1260.0%1,0500.6%Computer and TechnologyITWIllinois Tool Works$1,108,3110.0%4,3710.6%Industrial ProductsTMOThermo Fisher Scientific$1,107,570$4,162 ▼-0.4%2,1290.6%MedicalJJacobs Solutions$1,098,2230.0%8,2190.6%Business ServicesNFGNational Fuel Gas$1,071,609$3,944 ▲0.4%17,6600.6%Oils/EnergySYKStryker$1,049,9060.0%2,9160.5%MedicalVTWOVanguard Russell 2000 ETF$1,012,1090.0%11,3300.5%ETFJEPIJPMorgan Equity Premium Income ETF$1,006,418$58 ▲0.0%17,4940.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,000,111$52 ▲0.0%19,1520.5%ETFKNXKnight-Swift Transportation$964,7980.0%18,1900.5%TransportationIWPiShares Russell Mid-Cap Growth ETF$863,0410.0%6,8090.4%ETFNEENextEra Energy$852,0360.0%11,8850.4%UtilitiesHRBH&R Block$807,2370.0%15,2770.4%Consumer DiscretionaryINDAiShares MSCI India ETF$804,0760.0%15,2750.4%ETFPGProcter & Gamble$790,3030.0%4,7140.4%Consumer StaplesWDAYWorkday$781,5730.0%3,0290.4%Computer and TechnologyALCCAltC Acquisition$765,448$765,448 ▲New Holding36,0550.4%Oils/EnergyTMToyota Motor$752,7520.0%3,8680.4%Auto/Tires/TrucksWKWorkiva$729,708$196,005 ▼-21.2%6,6640.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$713,5370.0%16,2020.4%ETFKWEBKraneShares CSI China Internet ETF$708,632$4,971 ▲0.7%24,2350.4%ManufacturingMCDMcDonald's$703,8530.0%2,4280.4%Retail/WholesalePEPPepsiCo$701,1490.0%4,6110.4%Consumer StaplesUNPUnion Pacific$692,1020.0%3,0350.4%TransportationMDLZMondelez International$690,1810.0%11,5550.4%Consumer StaplesNUNU$681,6880.0%65,8000.4%FinanceGSThe Goldman Sachs Group$681,4180.0%1,1900.4%FinanceCTRECareTrust REIT$660,4800.0%24,4170.3%FinanceLEUCentrus Energy$657,441$657,441 ▲New Holding9,8700.3%Basic MaterialsTJXTJX Companies$655,1530.0%5,4230.3%Retail/WholesaleVOOVanguard S&P 500 ETF$642,2620.0%1,1920.3%ETFRIORio Tinto Group$636,913$11,762 ▼-1.8%10,8300.3%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
