Filed: 5/8/2025ACC: 0001689144-25-000002
📋 What this filing means
LEGACY BRIDGE, LLC filed this quarterly 13F‑HR report disclosing 319 equity positions with a total reported market value of $179.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
319
Positions
$179.22M
Total AUM (reported)
2.08M
Total Shares
Allocation by class
COM$99.87M55.7%
CL A$11.36M6.3%
CAP STK$5.23M2.9%
SHS$4.51M2.5%
CL B NEW$3.86M2.2%
COM NEW$3.15M1.8%
COM CL A$3.03M1.7%
Portfolio Concentration
Top 3$16.47M9.2%
4–10$24.37M13.6%
11–25$32.71M18.3%
Rest$105.67M59.0%
Top 3 weight
9.2%
Top 10 weight
22.8%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Sole
Full voting authority
2.06M
shares
% of voting shares99.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.49K
shares
% of voting shares1.0%
Investment Discretion (by position count)
Sole319
Shared0
Other0
Dominant voting typeSole · 99.0% of voting shares
Institutional Holdings319
Rows:
NVIDIA CORPORATION
SOLEShares58.05K
TypeSH
Market value$6.29M
3.51%
Sole
57.16K
Shared
0.00
None
897.00
WEST BANCORPORATION INC
SOLEShares262.50K
TypeSH
Market value$5.23M
2.92%
Sole
262.50K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares58.58K
TypeSH
Market value$4.94M
2.76%
Sole
56.03K
Shared
0.00
None
2.55K
BROADCOM INC
SOLEShares28.75K
TypeSH
Market value$4.81M
2.69%
Sole
28.27K
Shared
0.00
None
485.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.26K
TypeSH
Market value$3.86M
2.16%
Sole
7.20K
Shared
0.00
None
55.00
GE VERNOVA INC
SOLEShares11.17K
TypeSH
Market value$3.41M
1.90%
Sole
11.09K
Shared
0.00
None
78.00
WALMART INC
SOLEShares36.22K
TypeSH
Market value$3.18M
1.77%
Sole
34.67K
Shared
0.00
None
1.55K
AMAZON COM INC
SOLEShares16.58K
TypeSH
Market value$3.15M
1.76%
Sole
16.32K
Shared
0.00
None
258.00
MICROSOFT CORP
SOLEShares7.93K
TypeSH
Market value$2.98M
1.66%
Sole
7.76K
Shared
0.00
None
167.00
ARISTA NETWORKS INC
SOLEShares38.29K
TypeSH
Market value$2.97M
1.66%
Sole
37.97K
Shared
0.00
None
320.00
ELI LILLY & CO
SOLEShares3.46K
TypeSH
Market value$2.86M
1.60%
Sole
3.44K
Shared
0.00
None
28.00
EATON CORP PLC
SOLEShares9.59K
TypeSH
Market value$2.61M
1.45%
Sole
9.58K
Shared
0.00
None
7.00
PRINCIPAL EXCHANGE TRADED FD
SOLEShares136.47K
TypeSH
Market value$2.55M
1.42%
Sole
135.47K
Shared
0.00
None
1K
COSTCO WHSL CORP NEW
SOLEShares2.66K
TypeSH
Market value$2.52M
1.41%
Sole
2.54K
Shared
0.00
None
127.00
CATERPILLAR INC
SOLEShares6.97K
TypeSH
Market value$2.30M
1.28%
Sole
6.90K
Shared
0.00
None
70.00
JPMORGAN CHASE & CO.
SOLEShares9.12K
TypeSH
Market value$2.24M
1.25%
Sole
8.68K
Shared
0.00
None
435.00
STERLING INFRASTRUCTURE INC
SOLEShares18.74K
TypeSH
Market value$2.12M
1.18%
Sole
17.93K
Shared
0.00
None
810.00
INTUITIVE SURGICAL INC
SOLEShares4.09K
TypeSH
Market value$2.03M
1.13%
Sole
4.07K
Shared
0.00
None
20.00
HOME DEPOT INC
SOLEShares5.42K
TypeSH
Market value$1.99M
1.11%
Sole
5.41K
Shared
0.00
None
10.00
PARKER-HANNIFIN CORP
SOLEShares3.22K
TypeSH
Market value$1.96M
1.09%
Sole
3.20K
Shared
0.00
None
16.00
PALO ALTO NETWORKS INC
SOLEShares11.28K
TypeSH
Market value$1.93M
1.07%
Sole
11.28K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.64K
TypeSH
Market value$1.92M
1.07%
Sole
8.60K
Shared
0.00
None
39.00
DEERE & CO
SOLEShares4.07K
TypeSH
Market value$1.91M
1.06%
Sole
4.05K
Shared
0.00
None
20.00
LOWES COS INC
SOLEShares8.14K
TypeSH
Market value$1.90M
1.06%
Sole
7.82K
Shared
0.00
None
321.00
JOHNSON CTLS INTL PLC
SOLEShares23.67K
TypeSH
Market value$1.90M
1.06%
Sole
23.53K
Shared
0.00
None
142.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 58.05K | SH | $6.29M 3.51% | 57.16K | 0.00 | 897.00 |
WEST BANCORPORATION INCSOLE | CAP STK | 262.50K | SH | $5.23M 2.92% | 262.50K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 58.58K | SH | $4.94M 2.76% | 56.03K | 0.00 | 2.55K |
BROADCOM INCSOLE | COM | 28.75K | SH | $4.81M 2.69% | 28.27K | 0.00 | 485.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.26K | SH | $3.86M 2.16% | 7.20K | 0.00 | 55.00 |
GE VERNOVA INCSOLE | COM | 11.17K | SH | $3.41M 1.90% | 11.09K | 0.00 | 78.00 |
WALMART INCSOLE | COM | 36.22K | SH | $3.18M 1.77% | 34.67K | 0.00 | 1.55K |
AMAZON COM INCSOLE | COM | 16.58K | SH | $3.15M 1.76% | 16.32K | 0.00 | 258.00 |
MICROSOFT CORPSOLE | COM | 7.93K | SH | $2.98M 1.66% | 7.76K | 0.00 | 167.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 38.29K | SH | $2.97M 1.66% | 37.97K | 0.00 | 320.00 |
ELI LILLY & COSOLE | COM | 3.46K | SH | $2.86M 1.60% | 3.44K | 0.00 | 28.00 |
EATON CORP PLCSOLE | SHS | 9.59K | SH | $2.61M 1.45% | 9.58K | 0.00 | 7.00 |
PRINCIPAL EXCHANGE TRADED FDSOLE | SPECTRUM PFD | 136.47K | SH | $2.55M 1.42% | 135.47K | 0.00 | 1K |
COSTCO WHSL CORP NEWSOLE | COM | 2.66K | SH | $2.52M 1.41% | 2.54K | 0.00 | 127.00 |
CATERPILLAR INCSOLE | COM | 6.97K | SH | $2.30M 1.28% | 6.90K | 0.00 | 70.00 |
JPMORGAN CHASE & CO.SOLE | COM | 9.12K | SH | $2.24M 1.25% | 8.68K | 0.00 | 435.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 18.74K | SH | $2.12M 1.18% | 17.93K | 0.00 | 810.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.09K | SH | $2.03M 1.13% | 4.07K | 0.00 | 20.00 |
HOME DEPOT INCSOLE | COM | 5.42K | SH | $1.99M 1.11% | 5.41K | 0.00 | 10.00 |
PARKER-HANNIFIN CORPSOLE | COM | 3.22K | SH | $1.96M 1.09% | 3.20K | 0.00 | 16.00 |
PALO ALTO NETWORKS INCSOLE | COM | 11.28K | SH | $1.93M 1.07% | 11.28K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.64K | SH | $1.92M 1.07% | 8.60K | 0.00 | 39.00 |
DEERE & COSOLE | COM | 4.07K | SH | $1.91M 1.06% | 4.05K | 0.00 | 20.00 |
LOWES COS INCSOLE | COM | 8.14K | SH | $1.90M 1.06% | 7.82K | 0.00 | 321.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 23.67K | SH | $1.90M 1.06% | 23.53K | 0.00 | 142.00 |
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