Legacy Bridge, LLC

CIK: 0001689144Latest portfolio: $246.4M · Q4 2025

Holdings

464

Total Value

$246.4M

New Positions

161

Closed Positions

10

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
64,458$12.0M4.88%+3K
2
PLTRPALANTIR TECHNOLOGIES INC
58,812$10.5M4.24%+185
3
GEVGE VERNOVA INC
11,495$7.5M3.05%+17
4
AVGOBROADCOM INC
21,683$7.5M3.05%-7,978
5
STRLSTERLING INFRASTRUCTURE INC
18,438$5.6M2.29%+177
6
WTBAWEST BANCORPORATION INC
254,401$5.6M2.29%
7
CLSCELESTICA INC
18,487$5.5M2.22%-88
8
ANETARISTA NETWORKS INC
38,387$5.0M2.04%+93
9
MSFTMICROSOFT CORP
8,789$4.3M1.72%+556
10
CATCATERPILLAR INC
7,365$4.2M1.71%+163
11
AMZNAMAZON COM INC
18,228$4.2M1.71%+844
12
LLYELI LILLY & CO
3,862$4.2M1.68%+172
13
WMTWALMART INC
36,986$4.1M1.67%+1K
14
BRK/BBERKSHIRE HATHAWAY INC DEL
7,902$4.0M1.61%+253
15
TSMTAIWAN SEMICONDUCTOR MFG LTD
11,200$3.4M1.38%+170
16
GOOGALPHABET INC
10,083$3.2M1.28%+517
17
JPMJPMORGAN CHASE & CO.
9,657$3.1M1.26%+514
18
VRTVERTIV HOLDINGS CO
19,049$3.1M1.25%-24
19
ETNEATON CORP PLC
9,528$3.0M1.23%+2
20
JCIJOHNSON CTLS INTL PLC
23,159$2.8M1.13%-83
21
PHPARKER-HANNIFIN CORP
3,147$2.8M1.12%-24
22
OKLOOKLO INC
38,135$2.7M1.11%+93
23
LEUCENTRUS ENERGY CORP
10,461$2.5M1.03%+128
24
AAPLAPPLE INC
9,253$2.5M1.02%+1K
25
PREFPRINCIPAL EXCHANGE TRADED FD
125,605$2.4M0.97%-3,740

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
IEMG30K+7K
AMD7K+6K
NOW6K+5K
NFLX3K+3K
NVDA64K+3K
SCHF32K+3K
FITB29K+2K
AAPL9K+1K
WMT37K+1K
T872+866

Decreased Positions

NameSharesChange
AVGO22K-7978
PREF126K-3740
SCHG4K-364
TSCO32K-350
NU68K-300
SCHA23K-300
IBDS1K-275
CP4K-258
VBR1K-228
VEA34K-182

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.2021104537504546e+154T)
Industrials0.0% ($5.646421930863035e+87T)
Consumer Cyclical0.0% ($4.2071957190817714e+70T)
Healthcare0.0% ($4.1502328135012467e+70T)
Unknown0.0% ($3.971157414559782e+38T)
Energy0.0% ($2.539166415221435e+36T)
Consumer Defensive0.0% ($4.120230679963464e+29T)
Communication Services0.0% ($3.164150615051339e+24T)
Basic Materials0.0% ($1.5259341067048352e+21T)
Utilities0.0% ($7512273612439812096.0T)
Real Estate0.0% ($132594427271.1T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 23, 2026$246.4M464
Q3 2025Nov 12, 2025$240.3B312
Q2 2025Aug 6, 2025$210.7B303
Q1 2025May 8, 2025$179.2B319

Fund Information

CIK0001689144
Most Recent FilingJan 23, 2026
Number of Filings4

Legacy Bridge, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $246.4M across 464 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 4.9% of the portfolio. Compared to the previous quarter, the fund opened 162 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.