Legacy Bridge, LLC 13F Holdings

CIK 0001689144 · WEST DES MOINES, IA

As of Sep 30, 2025, Legacy Bridge, LLC reported 312 positions worth $238.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology61,642 1.5M4.82%
PALANTIR TECHNOLOGIES INCPLTRTechnology58,627 0.7M4.48%
BROADCOM INCAVGOTechnology29,661$9.8M4.10%
GE VERNOVA INCGEVUtilities11,478$7.1M2.96%
STERLING INFRASTRUCTURE INCSTRLIndustrials18,261$6.2M2.60%
ARISTA NETWORKS INCANETTechnology38,294$5.6M2.34%
WEST BANCORPORATION INCWTBAFinancial Services254,401$5.2M2.17%
CELESTICA INCCLSTechnology18,575$4.6M1.92%
MICROSOFT CORPMSFTTechnology8,233$4.3M1.79%
OKLO INCOKLOUtilities38,042$4.2M1.78%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services7,649$3.8M1.61%
AMAZON.COM INCAMZNEquity17,384$3.8M1.60%
WALMART INCWMTConsumer Defensive35,963$3.7M1.55%
EATON CORP PLCETNIndustrials9,526$3.6M1.49%
CATERPILLAR INCCATIndustrials7,202$3.4M1.44%
CENTRUS ENERGY CORPLEUBasic Materials10,333$3.2M1.34%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology11,030$3.1M1.29%
JPMORGAN CHASE & COJPMFinancial Services9,143$2.9M1.21%
VERTIV HOLDINGS COVRTIndustrials19,073$2.9M1.21%
ELI LILLY & COLLYHealthcare3,690$2.8M1.18%
AXON ENTERPRISE INCAXONIndustrials3,684$2.6M1.11%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials23,242$2.6M1.07%
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETFPREF—129,345$2.5M1.04%
COSTCO WHOLESALE CORPCOSTConsumer Defensive2,663$2.5M1.03%
PARKER-HANNIFIN CORPPHIndustrials3,171$2.4M1.01%