Filed: 8/6/2025ACC: 0001689144-25-000003
📋 What this filing means
LEGACY BRIDGE, LLC filed this quarterly 13F‑HR report disclosing 303 equity positions with a total reported market value of $210.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
303
Positions
$210.71M
Total AUM (reported)
2.06M
Total Shares
Allocation by class
COM$121.02M57.4%
CL A$15.63M7.4%
SHS$5.93M2.8%
COM CL A$5.79M2.7%
CAP STK$5.09M2.4%
COM SHS$3.92M1.9%
CL B NEW$3.70M1.8%
Portfolio Concentration
Top 3$25.76M12.2%
4–10$30.58M14.5%
11–25$41.22M19.6%
Rest$113.15M53.7%
Top 3 weight
12.2%
Top 10 weight
26.7%
Voting Authority Distribution
Total shares with voting rights: 2.06M
Sole
Full voting authority
2.04M
shares
% of voting shares99.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.32K
shares
% of voting shares1.0%
Investment Discretion (by position count)
Sole303
Shared0
Other0
Dominant voting typeSole · 99.0% of voting shares
Institutional Holdings303
Rows:
NVIDIA CORPORATION
SOLEShares61.14K
TypeSH
Market value$9.66M
4.58%
Sole
60.25K
Shared
0.00
None
897.00
BROADCOM INC
SOLEShares29.92K
TypeSH
Market value$8.25M
3.91%
Sole
29.43K
Shared
0.00
None
485.00
PALANTIR TECHNOLOGIES INC
SOLEShares57.60K
TypeSH
Market value$7.85M
3.73%
Sole
55.35K
Shared
0.00
None
2.26K
GE VERNOVA INC
SOLEShares11.40K
TypeSH
Market value$6.03M
2.86%
Sole
11.33K
Shared
0.00
None
78.00
WEST BANCORPORATION INC
SOLEShares259.50K
TypeSH
Market value$5.09M
2.42%
Sole
259.50K
Shared
0.00
None
0.00
STERLING INFRASTRUCTURE INC
SOLEShares18.26K
TypeSH
Market value$4.21M
2.00%
Sole
17.45K
Shared
0.00
None
810.00
MICROSOFT CORP
SOLEShares7.92K
TypeSH
Market value$3.94M
1.87%
Sole
7.75K
Shared
0.00
None
167.00
ARISTA NETWORKS INC
SOLEShares38.29K
TypeSH
Market value$3.92M
1.86%
Sole
37.97K
Shared
0.00
None
320.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.62K
TypeSH
Market value$3.70M
1.76%
Sole
7.56K
Shared
0.00
None
55.00
AMAZON COM INC
SOLEShares16.77K
TypeSH
Market value$3.68M
1.75%
Sole
16.51K
Shared
0.00
None
258.00
WALMART INC
SOLEShares36.01K
TypeSH
Market value$3.52M
1.67%
Sole
34.46K
Shared
0.00
None
1.55K
EATON CORP PLC
SOLEShares9.59K
TypeSH
Market value$3.42M
1.62%
Sole
9.58K
Shared
0.00
None
7.00
VERTIV HOLDINGS CO
SOLEShares24.37K
TypeSH
Market value$3.13M
1.49%
Sole
23.44K
Shared
0.00
None
930.00
AXON ENTERPRISE INC
SOLEShares3.68K
TypeSH
Market value$3.05M
1.45%
Sole
3.66K
Shared
0.00
None
25.00
CELESTICA INC
SOLEShares18.73K
TypeSH
Market value$2.92M
1.39%
Sole
18.64K
Shared
0.00
None
100.00
CATERPILLAR INC
SOLEShares7.27K
TypeSH
Market value$2.82M
1.34%
Sole
7.20K
Shared
0.00
None
70.00
ELI LILLY & CO
SOLEShares3.61K
TypeSH
Market value$2.81M
1.34%
Sole
3.58K
Shared
0.00
None
28.00
JPMORGAN CHASE & CO.
SOLEShares9.12K
TypeSH
Market value$2.64M
1.25%
Sole
8.68K
Shared
0.00
None
435.00
COSTCO WHSL CORP NEW
SOLEShares2.66K
TypeSH
Market value$2.63M
1.25%
Sole
2.53K
Shared
0.00
None
127.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.18K
TypeSH
Market value$2.53M
1.20%
Sole
11.12K
Shared
0.00
None
60.00
JOHNSON CTLS INTL PLC
SOLEShares23.67K
TypeSH
Market value$2.50M
1.19%
Sole
23.53K
Shared
0.00
None
140.00
PRINCIPAL EXCHANGE TRADED FD
SOLEShares130.36K
TypeSH
Market value$2.47M
1.17%
Sole
129.36K
Shared
0.00
None
1K
PALO ALTO NETWORKS INC
SOLEShares11.26K
TypeSH
Market value$2.30M
1.09%
Sole
11.26K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares3.19K
TypeSH
Market value$2.23M
1.06%
Sole
3.18K
Shared
0.00
None
16.00
INTUITIVE SURGICAL INC
SOLEShares4.09K
TypeSH
Market value$2.22M
1.05%
Sole
4.07K
Shared
0.00
None
20.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 61.14K | SH | $9.66M 4.58% | 60.25K | 0.00 | 897.00 |
BROADCOM INCSOLE | COM | 29.92K | SH | $8.25M 3.91% | 29.43K | 0.00 | 485.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 57.60K | SH | $7.85M 3.73% | 55.35K | 0.00 | 2.26K |
GE VERNOVA INCSOLE | COM | 11.40K | SH | $6.03M 2.86% | 11.33K | 0.00 | 78.00 |
WEST BANCORPORATION INCSOLE | CAP STK | 259.50K | SH | $5.09M 2.42% | 259.50K | 0.00 | 0.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 18.26K | SH | $4.21M 2.00% | 17.45K | 0.00 | 810.00 |
MICROSOFT CORPSOLE | COM | 7.92K | SH | $3.94M 1.87% | 7.75K | 0.00 | 167.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 38.29K | SH | $3.92M 1.86% | 37.97K | 0.00 | 320.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.62K | SH | $3.70M 1.76% | 7.56K | 0.00 | 55.00 |
AMAZON COM INCSOLE | COM | 16.77K | SH | $3.68M 1.75% | 16.51K | 0.00 | 258.00 |
WALMART INCSOLE | COM | 36.01K | SH | $3.52M 1.67% | 34.46K | 0.00 | 1.55K |
EATON CORP PLCSOLE | SHS | 9.59K | SH | $3.42M 1.62% | 9.58K | 0.00 | 7.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 24.37K | SH | $3.13M 1.49% | 23.44K | 0.00 | 930.00 |
AXON ENTERPRISE INCSOLE | COM | 3.68K | SH | $3.05M 1.45% | 3.66K | 0.00 | 25.00 |
CELESTICA INCSOLE | COM | 18.73K | SH | $2.92M 1.39% | 18.64K | 0.00 | 100.00 |
CATERPILLAR INCSOLE | COM | 7.27K | SH | $2.82M 1.34% | 7.20K | 0.00 | 70.00 |
ELI LILLY & COSOLE | COM | 3.61K | SH | $2.81M 1.34% | 3.58K | 0.00 | 28.00 |
JPMORGAN CHASE & CO.SOLE | COM | 9.12K | SH | $2.64M 1.25% | 8.68K | 0.00 | 435.00 |
COSTCO WHSL CORP NEWSOLE | COM | 2.66K | SH | $2.63M 1.25% | 2.53K | 0.00 | 127.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.18K | SH | $2.53M 1.20% | 11.12K | 0.00 | 60.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 23.67K | SH | $2.50M 1.19% | 23.53K | 0.00 | 140.00 |
PRINCIPAL EXCHANGE TRADED FDSOLE | SPECTRUM PFD | 130.36K | SH | $2.47M 1.17% | 129.36K | 0.00 | 1K |
PALO ALTO NETWORKS INCSOLE | COM | 11.26K | SH | $2.30M 1.09% | 11.26K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 3.19K | SH | $2.23M 1.06% | 3.18K | 0.00 | 16.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.09K | SH | $2.22M 1.05% | 4.07K | 0.00 | 20.00 |
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