Legacy Bridge, LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$246.4B

Holdings

464

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (464 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
64,458$12.0B4.88%
2
PLTRPALANTIR TECHNOLOGIES INC
58,812$10.5B4.24%
3
GEVGE VERNOVA INC
11,495$7.5B3.05%
4
AVGOBROADCOM INC
21,683$7.5B3.05%
5
STRLSTERLING INFRASTRUCTURE INC
18,438$5.6B2.29%
6
WTBAWEST BANCORPORATION INC
254,401$5.6B2.29%
7
CLSCELESTICA INC
18,487$5.5B2.22%
8
ANETARISTA NETWORKS INC
38,387$5.0B2.04%
9
MSFTMICROSOFT CORP
8,789$4.3B1.72%
10
CATCATERPILLAR INC
7,365$4.2B1.71%
11
AMZNAMAZON COM INC
18,228$4.2B1.71%
12
LLYELI LILLY & CO
3,862$4.2B1.68%
13
WMTWALMART INC
36,986$4.1B1.67%
14
BRK/BBERKSHIRE HATHAWAY INC DEL
7,902$4.0B1.61%
15
TSMTAIWAN SEMICONDUCTOR MFG LTD
11,200$3.4B1.38%
16
GOOGALPHABET INC
10,083$3.2B1.28%
17
JPMJPMORGAN CHASE & CO.
9,657$3.1B1.26%
18
VRTVERTIV HOLDINGS CO
19,049$3.1B1.25%
19
ETNEATON CORP PLC
9,528$3.0B1.23%
20
JCIJOHNSON CTLS INTL PLC
23,159$2.8B1.13%
21
PHPARKER-HANNIFIN CORP
3,147$2.8B1.12%
22
OKLOOKLO INC
38,135$2.7B1.11%
23
LEUCENTRUS ENERGY CORP
10,461$2.5B1.03%
24
AAPLAPPLE INC
9,253$2.5B1.02%
25
PREFPRINCIPAL EXCHANGE TRADED FD
125,605$2.4B0.97%
26
IWOISHARES TR
7,332$2.4B0.96%
27
ISRGINTUITIVE SURGICAL INC
4,112$2.3B0.94%
28
COSTCOSTCO WHSL CORP NEW
2,675$2.3B0.94%
29
ASMLASML HOLDING N V
2,061$2.2B0.89%
30
IWMISHARES TR
8,914$2.2B0.89%
31
VEAVANGUARD TAX-MANAGED FDS
33,629$2.1B0.85%
32
AXONAXON ENTERPRISE INC
3,653$2.1B0.84%
33
PANWPALO ALTO NETWORKS INC
11,236$2.1B0.84%
34
IEMGISHARES INC
30,418$2.0B0.83%
35
BKBANK NEW YORK MELLON CORP
17,596$2.0B0.83%
36
HDHOME DEPOT INC
5,689$2.0B0.79%
37
VXUSVANGUARD STAR FDS
25,364$1.9B0.78%
38
LOWLOWES COS INC
7,915$1.9B0.77%
39
DEDEERE & CO
3,941$1.8B0.74%
40
IWRISHARES TR
18,724$1.8B0.73%
41
NDAQNASDAQ INC
18,275$1.8B0.72%
42
WSMWILLIAMS SONOMA INC
9,921$1.8B0.72%
43
IWNISHARES TR
9,335$1.7B0.69%
44
QCOMQUALCOMM INC
9,781$1.7B0.68%
45
XOMEXXON MOBIL CORP
13,835$1.7B0.68%
46
TSCOTRACTOR SUPPLY CO
32,490$1.6B0.66%
47
HPEHEWLETT PACKARD ENTERPRISE C
66,505$1.6B0.65%
48
DWDMORGAN STANLEY
8,867$1.6B0.64%
49
BLKBLACKROCK INC
1,449$1.6B0.63%
50
IWSISHARES TR
10,950$1.5B0.63%
51
PWRQUANTA SVCS INC
3,630$1.5B0.62%
52
MUMICRON TECHNOLOGY INC
5,367$1.5B0.62%
53
NXPINXP SEMICONDUCTORS N V
7,041$1.5B0.62%
54
FCXFREEPORT-MCMORAN INC
30,027$1.5B0.62%
55
VLOVALERO ENERGY CORP
9,353$1.5B0.62%
56
AMDADVANCED MICRO DEVICES INC
7,108$1.5B0.62%
57
NBISNEBIUS GROUP N.V.
17,995$1.5B0.61%
58
METAMETA PLATFORMS INC
2,281$1.5B0.61%
59
EFAISHARES TR
15,634$1.5B0.61%
60
IXUSISHARES TR
17,319$1.5B0.59%
61
FQIDIGITAL RLTY TR INC
9,409$1.5B0.59%
62
SCHMSCHWAB STRATEGIC TR
47,846$1.4B0.58%
63
NFGNATIONAL FUEL GAS CO
17,927$1.4B0.58%
64
XBISPDR SERIES TRUST
11,299$1.4B0.56%
65
BSXBOSTON SCIENTIFIC CORP
14,162$1.4B0.55%
66
FITBFIFTH THIRD BANCORP
28,645$1.3B0.54%
67
TMUST-MOBILE US INC
6,597$1.3B0.54%
68
CVXCHEVRON CORP NEW
8,774$1.3B0.54%
69
EQIXEQUINIX INC
1,730$1.3B0.54%
70
TMOTHERMO FISHER SCIENTIFIC INC
2,152$1.2B0.51%
71
VSTVISTRA CORP
7,705$1.2B0.50%
72
GEHCGE HEALTHCARE TECHNOLOGIES I
15,083$1.2B0.50%
73
DHRDANAHER CORPORATION
5,161$1.2B0.48%
74
NXTNEXTPOWER INC
13,470$1.2B0.48%
75
NUNU HLDGS LTD
68,355$1.1B0.46%
76
SNOWSNOWFLAKE INC
5,001$1.1B0.45%
77
CCOCAMECO CORP
11,508$1.1B0.43%
78
JJACOBS SOLUTIONS INC
7,947$1.1B0.43%
79
VWOVANGUARD INTL EQUITY INDEX F
19,157$1.0B0.42%
80
ESEESCO TECHNOLOGIES INC
5,229$1.0B0.41%
81
SYKSTRYKER CORPORATION
2,891$1.0B0.41%
82
GSGOLDMAN SACHS GROUP INC
1,119$983.0M0.40%
83
NEENEXTERA ENERGY INC
12,224$981.0M0.40%
84
JPXAEROVIRONMENT INC
4,046$978.0M0.40%
85
CTRECARETRUST REIT INC
26,122$944.0M0.38%
86
RIORIO TINTO PLC
11,680$934.0M0.38%
87
GOOGLALPHABET INC
2,812$880.0M0.36%
88
NOWSERVICENOW INC
5,645$864.0M0.35%
89
IWPISHARES TR
6,309$863.0M0.35%
90
TJXTJX COS INC NEW
5,598$859.0M0.35%
91
IEIINSIGHT ENTERPRISES INC
10,415$848.0M0.34%
92
JEPIJ P MORGAN EXCHANGE TRADED F
14,197$812.0M0.33%
93
INDAISHARES TR
14,889$804.0M0.33%
94
CELHCELSIUS HLDGS INC
17,482$799.0M0.32%
95
VOOVANGUARD INDEX FDS
1,264$792.0M0.32%
96
VTWOVANGUARD SCOTTSDALE FDS
7,932$789.0M0.32%
97
SCHFSCHWAB STRATEGIC TR
32,096$771.0M0.31%
98
TMTOYOTA MOTOR CORP
3,598$770.0M0.31%
99
PFEPFIZER INC
30,459$758.0M0.31%
100
TEMTEMPUS AI INC
12,418$733.0M0.30%
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