LEGACY BRIDGE, LLC

PrivateCIK: 1689144
Location

WEST DES MOINES, IA

320
Positions
$262.21M
Total AUM (reported)
2.27M
Total Shares

Allocation by class

TOTAL AUM$262.21M320 positions
COM$144.54M55.1%
CL A$14.65M5.6%
COM CL A$7.57M2.9%
SHS$6.61M2.5%
CAP STK$5.85M2.2%
COM SHS$5.61M2.1%
COM NEW$5.59M2.1%

Portfolio Concentration

Top 311.6%4–1015.6%11–2518.9%Rest53.8%TOP 1027.2%0%100%
Top 3$30.40M11.6%
4–10$40.95M15.6%
11–25$49.67M18.9%
Rest$141.19M53.8%

Top 3 weight

11.6%

Top 10 weight

27.2%

Voting Authority Distribution

Total shares with voting rights: 2.27M

Sole

Full voting authority

2.17M

shares

% of voting shares95.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

94.98K

shares

% of voting shares4.2%

Investment Discretion (by position count)

Sole320
Shared0
Other0
Dominant voting typeSole · 95.8% of voting shares
Institutional Holdings320
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares65.23K
TypeSH
Market value$11.38M
4.34%
Sole
63.23K
Shared
0.00
None
2.01K

GE VERNOVA INC

SOLE
COM
Shares11.65K
TypeSH
Market value$10.17M
3.88%
Sole
11.40K
Shared
0.00
None
246.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares60.52K
TypeSH
Market value$8.85M
3.38%
Sole
57.15K
Shared
0.00
None
3.37K

STERLING INFRASTRUCTURE INC

SOLE
COM
Shares19.22K
TypeSH
Market value$7.83M
2.98%
Sole
18.09K
Shared
0.00
None
1.13K

BROADCOM INC

SOLE
COM
Shares22.54K
TypeSH
Market value$6.98M
2.66%
Sole
21.82K
Shared
0.00
None
717.00

WEST BANCORPORATION INC

SOLE
CAP STK
Shares245.80K
TypeSH
Market value$5.85M
2.23%
Sole
245.80K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares7.67K
TypeSH
Market value$5.43M
2.07%
Sole
7.47K
Shared
0.00
None
196.00

CELESTICA INC

SOLE
COM
Shares17.88K
TypeSH
Market value$5.04M
1.92%
Sole
17.65K
Shared
0.00
None
232.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares19.93K
TypeSH
Market value$5.00M
1.90%
Sole
19.02K
Shared
0.00
None
913.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares39.39K
TypeSH
Market value$4.84M
1.84%
Sole
38.83K
Shared
0.00
None
560.00

WALMART INC

SOLE
COM
Shares38.57K
TypeSH
Market value$4.79M
1.83%
Sole
36.25K
Shared
0.00
None
2.33K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares11.69K
TypeSH
Market value$3.95M
1.51%
Sole
11.41K
Shared
0.00
None
283.00

AMAZON COM INC

SOLE
COM
Shares18.91K
TypeSH
Market value$3.94M
1.50%
Sole
18.36K
Shared
0.00
None
546.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares7.97K
TypeSH
Market value$3.82M
1.46%
Sole
7.82K
Shared
0.00
None
145.00

ELI LILLY & CO

SOLE
COM
Shares3.98K
TypeSH
Market value$3.66M
1.39%
Sole
3.87K
Shared
0.00
None
110.00

EATON CORP PLC

SOLE
SHS
Shares10.02K
TypeSH
Market value$3.58M
1.37%
Sole
9.85K
Shared
0.00
None
175.00

MICROSOFT CORP

SOLE
COM
Shares9.12K
TypeSH
Market value$3.38M
1.29%
Sole
8.78K
Shared
0.00
None
348.00

ALPHABET INC

SOLE
CAP STK CL C
Shares10.65K
TypeSH
Market value$3.06M
1.17%
Sole
10.10K
Shared
0.00
None
548.00

JOHNSON CONTROLS INTERNATION

SOLE
SHS
Shares23.04K
TypeSH
Market value$3.02M
1.15%
Sole
21.90K
Shared
0.00
None
1.14K

PARKER-HANNIFIN CORP

SOLE
COM
Shares3.21K
TypeSH
Market value$2.87M
1.09%
Sole
3.16K
Shared
0.00
None
43.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares4.39K
TypeSH
Market value$2.87M
1.09%
Sole
500.00
Shared
0.00
None
3.89K

JPMORGAN CHASE & CO

SOLE
COM
Shares9.71K
TypeSH
Market value$2.86M
1.09%
Sole
9.14K
Shared
0.00
None
571.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares2.11K
TypeSH
Market value$2.79M
1.06%
Sole
2.08K
Shared
0.00
None
36.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares2.73K
TypeSH
Market value$2.72M
1.04%
Sole
2.58K
Shared
0.00
None
148.00

APPLE INC

SOLE
COM
Shares9.35K
TypeSH
Market value$2.37M
0.91%
Sole
9.26K
Shared
0.00
None
92.00
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