Filed: 11/12/2025ACC: 0001689144-25-000005
📋 What this filing means
LEGACY BRIDGE, LLC filed this quarterly 13F‑HR report disclosing 312 equity positions with a total reported market value of $240.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
312
Positions
$240.32M
Total AUM (reported)
2.14M
Total Shares
Allocation by class
COM$133.44M55.5%
CL A$18.50M7.7%
COM CL A$7.88M3.3%
COM SHS$6.69M2.8%
SHS$6.13M2.5%
CAP STK$5.17M2.2%
COM NEW$4.20M1.7%
Portfolio Concentration
Top 3$31.98M13.3%
4–10$37.10M15.4%
11–25$45.78M19.0%
Rest$125.46M52.2%
Top 3 weight
13.3%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 2.14M
Sole
Full voting authority
2.09M
shares
% of voting shares97.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
45.59K
shares
% of voting shares2.1%
Investment Discretion (by position count)
Sole312
Shared0
Other0
Dominant voting typeSole · 97.9% of voting shares
Institutional Holdings312
Rows:
NVIDIA CORPORATION
SOLEShares61.64K
TypeSH
Market value$11.50M
4.79%
Sole
60.71K
Shared
0.00
None
932.00
PALANTIR TECHNOLOGIES INC
SOLEShares58.63K
TypeSH
Market value$10.69M
4.45%
Sole
56.34K
Shared
0.00
None
2.29K
BROADCOM INC
SOLEShares29.66K
TypeSH
Market value$9.79M
4.07%
Sole
29.18K
Shared
0.00
None
485.00
GE VERNOVA INC
SOLEShares11.48K
TypeSH
Market value$7.06M
2.94%
Sole
11.39K
Shared
0.00
None
86.00
STERLING INFRASTRUCTURE INC
SOLEShares18.26K
TypeSH
Market value$6.20M
2.58%
Sole
17.45K
Shared
0.00
None
810.00
ARISTA NETWORKS INC
SOLEShares38.29K
TypeSH
Market value$5.58M
2.32%
Sole
37.97K
Shared
0.00
None
320.00
WEST BANCORPORATION INC
SOLEShares254.40K
TypeSH
Market value$5.17M
2.15%
Sole
254.40K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares18.57K
TypeSH
Market value$4.58M
1.90%
Sole
18.45K
Shared
0.00
None
125.00
MICROSOFT CORP
SOLEShares8.23K
TypeSH
Market value$4.26M
1.77%
Sole
8.05K
Shared
0.00
None
183.00
OKLO INC
SOLEShares38.04K
TypeSH
Market value$4.25M
1.77%
Sole
37.78K
Shared
0.00
None
265.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.65K
TypeSH
Market value$3.85M
1.60%
Sole
7.59K
Shared
0.00
None
55.00
AMAZON COM INC
SOLEShares17.38K
TypeSH
Market value$3.82M
1.59%
Sole
17.10K
Shared
0.00
None
283.00
WALMART INC
SOLEShares35.96K
TypeSH
Market value$3.71M
1.54%
Sole
34.36K
Shared
0.00
None
1.60K
EATON CORP PLC
SOLEShares9.53K
TypeSH
Market value$3.57M
1.48%
Sole
9.51K
Shared
0.00
None
20.00
CATERPILLAR INC
SOLEShares7.20K
TypeSH
Market value$3.44M
1.43%
Sole
7.13K
Shared
0.00
None
70.00
CENTRUS ENERGY CORP
SOLEShares10.33K
TypeSH
Market value$3.20M
1.33%
Sole
10.24K
Shared
0.00
None
97.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.03K
TypeSH
Market value$3.08M
1.28%
Sole
10.96K
Shared
0.00
None
67.00
JPMORGAN CHASE & CO.
SOLEShares9.14K
TypeSH
Market value$2.88M
1.20%
Sole
8.68K
Shared
0.00
None
463.00
VERTIV HOLDINGS CO
SOLEShares19.07K
TypeSH
Market value$2.88M
1.20%
Sole
18.34K
Shared
0.00
None
735.00
ELI LILLY & CO
SOLEShares3.69K
TypeSH
Market value$2.82M
1.17%
Sole
3.65K
Shared
0.00
None
39.00
AXON ENTERPRISE INC
SOLEShares3.68K
TypeSH
Market value$2.64M
1.10%
Sole
3.66K
Shared
0.00
None
25.00
JOHNSON CTLS INTL PLC
SOLEShares23.24K
TypeSH
Market value$2.56M
1.06%
Sole
23.10K
Shared
0.00
None
140.00
PRINCIPAL EXCHANGE TRADED FD
SOLEShares129.34K
TypeSH
Market value$2.48M
1.03%
Sole
128.34K
Shared
0.00
None
1K
COSTCO WHSL CORP NEW
SOLEShares2.66K
TypeSH
Market value$2.46M
1.03%
Sole
2.53K
Shared
0.00
None
132.00
PARKER-HANNIFIN CORP
SOLEShares3.17K
TypeSH
Market value$2.40M
1.00%
Sole
3.15K
Shared
0.00
None
23.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 61.64K | SH | $11.50M 4.79% | 60.71K | 0.00 | 932.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 58.63K | SH | $10.69M 4.45% | 56.34K | 0.00 | 2.29K |
BROADCOM INCSOLE | COM | 29.66K | SH | $9.79M 4.07% | 29.18K | 0.00 | 485.00 |
GE VERNOVA INCSOLE | COM | 11.48K | SH | $7.06M 2.94% | 11.39K | 0.00 | 86.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 18.26K | SH | $6.20M 2.58% | 17.45K | 0.00 | 810.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 38.29K | SH | $5.58M 2.32% | 37.97K | 0.00 | 320.00 |
WEST BANCORPORATION INCSOLE | CAP STK | 254.40K | SH | $5.17M 2.15% | 254.40K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 18.57K | SH | $4.58M 1.90% | 18.45K | 0.00 | 125.00 |
MICROSOFT CORPSOLE | COM | 8.23K | SH | $4.26M 1.77% | 8.05K | 0.00 | 183.00 |
OKLO INCSOLE | COM CL A | 38.04K | SH | $4.25M 1.77% | 37.78K | 0.00 | 265.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.65K | SH | $3.85M 1.60% | 7.59K | 0.00 | 55.00 |
AMAZON COM INCSOLE | COM | 17.38K | SH | $3.82M 1.59% | 17.10K | 0.00 | 283.00 |
WALMART INCSOLE | COM | 35.96K | SH | $3.71M 1.54% | 34.36K | 0.00 | 1.60K |
EATON CORP PLCSOLE | SHS | 9.53K | SH | $3.57M 1.48% | 9.51K | 0.00 | 20.00 |
CATERPILLAR INCSOLE | COM | 7.20K | SH | $3.44M 1.43% | 7.13K | 0.00 | 70.00 |
CENTRUS ENERGY CORPSOLE | CL A | 10.33K | SH | $3.20M 1.33% | 10.24K | 0.00 | 97.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.03K | SH | $3.08M 1.28% | 10.96K | 0.00 | 67.00 |
JPMORGAN CHASE & CO.SOLE | COM | 9.14K | SH | $2.88M 1.20% | 8.68K | 0.00 | 463.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 19.07K | SH | $2.88M 1.20% | 18.34K | 0.00 | 735.00 |
ELI LILLY & COSOLE | COM | 3.69K | SH | $2.82M 1.17% | 3.65K | 0.00 | 39.00 |
AXON ENTERPRISE INCSOLE | COM | 3.68K | SH | $2.64M 1.10% | 3.66K | 0.00 | 25.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 23.24K | SH | $2.56M 1.06% | 23.10K | 0.00 | 140.00 |
PRINCIPAL EXCHANGE TRADED FDSOLE | SPECTRUM PFD | 129.34K | SH | $2.48M 1.03% | 128.34K | 0.00 | 1K |
COSTCO WHSL CORP NEWSOLE | COM | 2.66K | SH | $2.46M 1.03% | 2.53K | 0.00 | 132.00 |
PARKER-HANNIFIN CORPSOLE | COM | 3.17K | SH | $2.40M 1.00% | 3.15K | 0.00 | 23.00 |
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