Filed: 1/22/2025ACC: 0001689144-25-000001
📋 What this filing means
LEGACY BRIDGE, LLC filed this quarterly 13F‑HR report disclosing 298 equity positions with a total reported market value of $191.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
298
Positions
$191.81M
Total AUM (reported)
2.10M
Total Shares
Allocation by class
COM$111.68M58.2%
CL A$9.21M4.8%
CAP STK$5.76M3.0%
SHS$5.00M2.6%
COM CL A$4.12M2.1%
COM SHS$4.08M2.1%
COM NEW$3.27M1.7%
Portfolio Concentration
Top 3$19.55M10.2%
4–10$25.31M13.2%
11–25$35.61M18.6%
Rest$111.33M58.0%
Top 3 weight
10.2%
Top 10 weight
23.4%
Voting Authority Distribution
Total shares with voting rights: 2.10M
Sole
Full voting authority
2.08M
shares
% of voting shares99.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.80K
shares
% of voting shares0.6%
Investment Discretion (by position count)
Sole298
Shared0
Other0
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings298
Rows:
NVIDIA CORPORATION
SOLEShares54.38K
TypeSH
Market value$7.30M
3.81%
Sole
53.55K
Shared
0.00
None
830.00
BROADCOM INC
SOLEShares28K
TypeSH
Market value$6.49M
3.38%
Sole
27.52K
Shared
0.00
None
475.00
WEST BANCORPORATION INC
SOLEShares266K
TypeSH
Market value$5.76M
3.00%
Sole
266K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares56.98K
TypeSH
Market value$4.31M
2.25%
Sole
56.66K
Shared
0.00
None
320.00
ARISTA NETWORKS INC
SOLEShares36.92K
TypeSH
Market value$4.08M
2.13%
Sole
36.60K
Shared
0.00
None
320.00
AMAZON COM INC
SOLEShares16.87K
TypeSH
Market value$3.70M
1.93%
Sole
16.63K
Shared
0.00
None
240.00
GE VERNOVA INC
SOLEShares10.98K
TypeSH
Market value$3.61M
1.88%
Sole
10.91K
Shared
0.00
None
70.00
MICROSOFT CORP
SOLEShares7.95K
TypeSH
Market value$3.35M
1.75%
Sole
7.93K
Shared
0.00
None
25.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.98K
TypeSH
Market value$3.16M
1.65%
Sole
6.94K
Shared
0.00
None
40.00
WALMART INC
SOLEShares34.21K
TypeSH
Market value$3.09M
1.61%
Sole
34.21K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares9.24K
TypeSH
Market value$3.07M
1.60%
Sole
9.24K
Shared
0.00
None
0.00
STERLING INFRASTRUCTURE INC
SOLEShares17.72K
TypeSH
Market value$2.98M
1.56%
Sole
17.62K
Shared
0.00
None
100.00
ELI LILLY & CO
SOLEShares3.39K
TypeSH
Market value$2.62M
1.36%
Sole
3.36K
Shared
0.00
None
28.00
CATERPILLAR INC
SOLEShares7.15K
TypeSH
Market value$2.59M
1.35%
Sole
7.08K
Shared
0.00
None
65.00
VERTIV HOLDINGS CO
SOLEShares22.66K
TypeSH
Market value$2.57M
1.34%
Sole
22.54K
Shared
0.00
None
120.00
PRINCIPAL EXCHANGE TRADED FD
SOLEShares132.78K
TypeSH
Market value$2.47M
1.29%
Sole
131.78K
Shared
0.00
None
1K
COSTCO WHSL CORP NEW
SOLEShares2.66K
TypeSH
Market value$2.44M
1.27%
Sole
2.54K
Shared
0.00
None
123.00
APPLE INC
SOLEShares8.93K
TypeSH
Market value$2.24M
1.17%
Sole
8.90K
Shared
0.00
None
38.00
PALO ALTO NETWORKS INC
SOLEShares12.12K
TypeSH
Market value$2.21M
1.15%
Sole
12.12K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.06K
TypeSH
Market value$2.18M
1.14%
Sole
11K
Shared
0.00
None
60.00
HOME DEPOT INC
SOLEShares5.33K
TypeSH
Market value$2.07M
1.08%
Sole
5.32K
Shared
0.00
None
10.00
INTUITIVE SURGICAL INC
SOLEShares3.93K
TypeSH
Market value$2.05M
1.07%
Sole
3.91K
Shared
0.00
None
20.00
PARKER-HANNIFIN CORP
SOLEShares3.22K
TypeSH
Market value$2.05M
1.07%
Sole
3.20K
Shared
0.00
None
16.00
JPMORGAN CHASE & CO.
SOLEShares8.54K
TypeSH
Market value$2.05M
1.07%
Sole
8.38K
Shared
0.00
None
150.00
LOWES COS INC
SOLEShares8.21K
TypeSH
Market value$2.02M
1.06%
Sole
8.17K
Shared
0.00
None
35.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 54.38K | SH | $7.30M 3.81% | 53.55K | 0.00 | 830.00 |
BROADCOM INCSOLE | COM | 28K | SH | $6.49M 3.38% | 27.52K | 0.00 | 475.00 |
WEST BANCORPORATION INCSOLE | CAP STK | 266K | SH | $5.76M 3.00% | 266K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 56.98K | SH | $4.31M 2.25% | 56.66K | 0.00 | 320.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 36.92K | SH | $4.08M 2.13% | 36.60K | 0.00 | 320.00 |
AMAZON COM INCSOLE | COM | 16.87K | SH | $3.70M 1.93% | 16.63K | 0.00 | 240.00 |
GE VERNOVA INCSOLE | COM | 10.98K | SH | $3.61M 1.88% | 10.91K | 0.00 | 70.00 |
MICROSOFT CORPSOLE | COM | 7.95K | SH | $3.35M 1.75% | 7.93K | 0.00 | 25.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.98K | SH | $3.16M 1.65% | 6.94K | 0.00 | 40.00 |
WALMART INCSOLE | COM | 34.21K | SH | $3.09M 1.61% | 34.21K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 9.24K | SH | $3.07M 1.60% | 9.24K | 0.00 | 0.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 17.72K | SH | $2.98M 1.56% | 17.62K | 0.00 | 100.00 |
ELI LILLY & COSOLE | COM | 3.39K | SH | $2.62M 1.36% | 3.36K | 0.00 | 28.00 |
CATERPILLAR INCSOLE | COM | 7.15K | SH | $2.59M 1.35% | 7.08K | 0.00 | 65.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 22.66K | SH | $2.57M 1.34% | 22.54K | 0.00 | 120.00 |
PRINCIPAL EXCHANGE TRADED FDSOLE | SPECTRUM PFD | 132.78K | SH | $2.47M 1.29% | 131.78K | 0.00 | 1K |
COSTCO WHSL CORP NEWSOLE | COM | 2.66K | SH | $2.44M 1.27% | 2.54K | 0.00 | 123.00 |
APPLE INCSOLE | COM | 8.93K | SH | $2.24M 1.17% | 8.90K | 0.00 | 38.00 |
PALO ALTO NETWORKS INCSOLE | COM | 12.12K | SH | $2.21M 1.15% | 12.12K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.06K | SH | $2.18M 1.14% | 11K | 0.00 | 60.00 |
HOME DEPOT INCSOLE | COM | 5.33K | SH | $2.07M 1.08% | 5.32K | 0.00 | 10.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.93K | SH | $2.05M 1.07% | 3.91K | 0.00 | 20.00 |
PARKER-HANNIFIN CORPSOLE | COM | 3.22K | SH | $2.05M 1.07% | 3.20K | 0.00 | 16.00 |
JPMORGAN CHASE & CO.SOLE | COM | 8.54K | SH | $2.05M 1.07% | 8.38K | 0.00 | 150.00 |
LOWES COS INCSOLE | COM | 8.21K | SH | $2.02M 1.06% | 8.17K | 0.00 | 35.00 |
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