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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Legacy Bridge, LLC

Quarter ended Q3 2023 · Filed July 11, 2023 · Accession 0001689144-23-000003

Total Value
$149.8M
Positions
292
Other Managers
0
Confidential Omitted
Yes
View on SEC.gov

Holdings (292)

#IssuerTicker / CUSIPSharesValue% of Filing
1WEST BANCORPORATION INCWTBA313,284$5.8M3.85%
2MICROSOFT CORPMSFT9,040$3.1M2.05%
3BROADCOM INCAVGO3,127$2.7M1.81%
4NVIDIA CORPORATIONNVDA5,963$2.5M1.68%
5LILLY ELI & COLLY5,313$2.5M1.66%
6ADVANCED MICRO DEVICES INCAMD20,639$2.4M1.57%
7APPLE INCAAPL11,750$2.3M1.52%
8AMAZON COM INCAMZN17,250$2.2M1.50%
9WORKIVA INCWK20,334$2.1M1.38%
10RAYTHEON TECHNOLOGIES CORPRTX20,112$2.0M1.32%
11EATON CORP PLCETN9,714$2.0M1.30%
12LOWES COS INC5486611078,350$1.9M1.26%
13JOHNSON CTLS INTL PLCG5150210526,021$1.8M1.18%
14J P MORGAN EXCHANGE TRADED F46641Q33231,310$1.7M1.16%
15DEERE & CODE4,258$1.7M1.15%
16HONEYWELL INTL INC4385161068,293$1.7M1.15%
17CATERPILLAR INCCAT6,980$1.7M1.15%
18TRACTOR SUPPLY COTSCO7,628$1.7M1.13%
19EQUINIX INCEQIX2,149$1.7M1.12%
20WALMART INCWMT10,713$1.7M1.12%
21HOME DEPOT INCHD5,393$1.7M1.12%
22INSIGHT ENTERPRISES INCNSIT11,240$1.6M1.10%
23ALPHABET INCGOOG13,320$1.6M1.08%
24ISHARES TR4642876558,579$1.6M1.07%
25NXP SEMICONDUCTORS N VNXPI7,585$1.6M1.04%
26CHEVRON CORP NEWCVX9,758$1.5M1.02%
27ISHARES TR46428763010,850$1.5M1.02%
28FLEXSHARES TRFLEX64,743$1.5M1.02%
29ARISTA NETWORKS INCANET9,349$1.5M1.01%
30FIRST SOLAR INCFSLR7,954$1.5M1.01%
31ISHARES TR46428749920,680$1.5M1.01%
32PALO ALTO NETWORKS INCPANW5,904$1.5M1.01%
33VANGUARD TAX-MANAGED FDS92194385831,976$1.5M0.99%
34UNITEDHEALTH GROUP INCUNH3,010$1.4M0.97%
35BRISTOL-MYERS SQUIBB COCELG-RI22,558$1.4M0.96%
36COSTCO WHSL CORP NEW22160K1052,615$1.4M0.94%
37DANAHER CORPORATION2358511025,824$1.4M0.93%
38VANGUARD STAR FDS92190976824,724$1.4M0.93%
39BIOGEN INCBIIB4,840$1.4M0.92%
40MONSTER BEVERAGE CORP NEWMNST23,964$1.4M0.92%
41BANK AMERICA CORP06050510446,810$1.3M0.90%
42KNIGHT-SWIFT TRANSN HLDGS IN49904910423,740$1.3M0.88%
43ISHARES TR46428746517,880$1.3M0.87%
44PARKER-HANNIFIN CORPPH3,282$1.3M0.85%
45JPMORGAN CHASE & COVYLD8,599$1.3M0.83%
46QUALCOMM INCQCOM10,257$1.2M0.82%
47ISHARES TR46428747311,111$1.2M0.81%
48WASTE MGMT INC DEL94106L1096,875$1.2M0.80%
49T-MOBILE US INCTMUSZ8,370$1.2M0.78%
50THERMO FISHER SCIENTIFIC INCTMO2,206$1.2M0.77%
51JACOBS SOLUTIONS INCJ9,649$1.1M0.77%
52ISHARES TR4642876484,688$1.1M0.76%
53NEXTERA ENERGY INCNEE-PW15,265$1.1M0.76%
54AMERICAN TOWER CORP NEW03027X1005,786$1.1M0.75%
55ILLINOIS TOOL WKS INC4523081094,454$1.1M0.74%
56ROBERT HALF INTL INCRHI14,720$1.1M0.74%
57BLACKROCK INCBLK1,571$1.1M0.72%
58VALERO ENERGY CORPVLO9,250$1.1M0.72%
59RPM INTL INC74968510311,893$1.1M0.71%
60SCHWAB STRATEGIC TR80852450815,020$1.1M0.71%
61PROCTER AND GAMBLE CO7427181096,959$1.1M0.70%
62SALESFORCE INCCRM4,974$1.1M0.70%
63DIGITAL RLTY TR INC2538681039,185$1.0M0.70%
64LULULEMON ATHLETICA INCLULU2,753$1.0M0.70%
65ROCKWELL AUTOMATION INCROK3,081$1.0M0.68%
66MONDELEZ INTL INC60920710513,531$986,9520.66%
67PEPSICO INCPEP5,306$982,7780.66%
68PIONEER NAT RES CO7237871074,700$973,7460.65%
69MORGAN STANLEYMS-PQ10,898$930,6900.62%
70WILLIAMS SONOMA INCWSM7,348$919,5290.61%
71STRYKER CORPORATIONSYK2,956$901,8470.60%
72BERKSHIRE HATHAWAY INC DELBRK-A2,578$879,0980.59%
73ISHARES TR46428864617,480$876,9720.59%
74BOSTON SCIENTIFIC CORPBSX15,503$838,5580.56%
75VANGUARD INTL EQUITY INDEX F92204285820,256$824,0150.55%
76ISHARES TR46428723420,334$804,4140.54%
77QORVO INCQRVO7,792$795,0180.53%
78DEVON ENERGY CORP NEW25179M10316,319$788,8610.53%
79MICRON TECHNOLOGY INCMU12,170$768,0490.51%
80UNION PAC CORPUNP3,650$746,8630.50%
81MCDONALDS CORPMCD2,428$724,5400.48%
82RIO TINTO PLCRTNTF11,090$707,9860.47%
83ISHARES TR4642874817,224$698,0560.47%
84ACCENTURE PLC IRELANDACN2,256$696,1570.46%
85KEYCORP49326710875,220$695,0330.46%
86CITIGROUP INCC-PR15,073$693,9610.46%
87SCHWAB STRATEGIC TR80852480519,335$689,2930.46%
88WORKDAY INCWDAY3,017$681,5110.45%
89AXON ENTERPRISE INCAXON3,236$631,4090.42%
90VANGUARD INDEX FDS9229083631,527$621,9170.42%
91DISNEY WALT CO2546871066,596$588,8910.39%
92CROWN CASTLE INCCCI5,110$582,2340.39%
93GLOBAL X FDS37954Y8558,290$539,0160.36%
94SCHWAB STRATEGIC TR80852460712,180$533,4840.36%
95NIKE INCNKE4,810$530,8800.35%
96GOLDMAN SACHS GROUP INCGSCE1,640$528,9660.35%
97CISCO SYS INCCSCO10,150$525,1610.35%
98CROWDSTRIKE HLDGS INCCRWD3,575$525,0610.35%
99LOCKHEED MARTIN CORPLMT1,110$511,0220.34%
100BLOCK H & R INCBSQKZ15,837$504,7260.34%
101EXXON MOBIL CORPXOM4,691$503,1100.34%
102CONOCOPHILLIPSCOP4,667$483,5480.32%
103TJX COS INC NEW8725401095,700$483,3030.32%
104CME GROUP INCCME2,488$461,0020.31%
105CONSTELLATION BRANDS INCSTZ1,866$459,2790.31%
106ALPHABET INCGOOG3,610$432,1170.29%
107CANADIAN PACIFIC KANSAS CITYCP5,344$431,6350.29%
108SKECHERS U S A INC8305661057,980$420,2270.28%
109COCA COLA COKO6,905$415,8200.28%
110ABBOTT LABSABLZF3,756$409,4800.27%
111DARLING INGREDIENTS INCDAR6,293$401,4310.27%
112PFIZER INCPFE10,813$396,6210.26%
113META PLATFORMS INCMETA1,375$394,5980.26%
114EDWARDS LIFESCIENCES CORPEW4,143$390,8100.26%
115CUMMINS INCCMI1,576$386,3730.26%
116DOLLAR GEN CORP NEW2566771052,255$382,8540.26%
117INTUITINTU782$358,3050.24%
118ISHARES TR4642873094,910$346,0570.23%
119UNITED PARCEL SERVICE INCUPS1,839$329,6410.22%
120MERCK & CO INCMRK2,781$320,9000.21%
121PRINCIPAL FINANCIAL GROUP INPFG3,895$295,3970.20%
122DIAGEO PLCDGEAF1,702$295,2630.20%
123WELLS FARGO CO NEW9497461016,904$294,6630.20%
124SPDR S&P 500 ETF TRSPY647$286,8030.19%
125CAMBRIA ETF TR13206140913,833$278,3200.19%
126CARRIER GLOBAL CORPORATIONCARR5,458$271,3180.18%
127ISHARES TR4642875071,030$269,3250.18%
128VANGUARD INDEX FDS9229085121,925$266,3820.18%
129BLACKSTONE INCBX2,775$257,9920.17%
130INTERNATIONAL BUSINESS MACHSINTR1,895$253,5700.17%
131VANGUARD INDEX FDS9229086111,518$251,0780.17%
132PAYPAL HLDGS INCPYPL3,739$249,5040.17%
133ABRDN GOLD ETF TRUST00326A10413,500$247,9950.17%
134OTIS WORLDWIDE CORPOTIS2,596$231,0700.15%
135MEDTRONIC PLCMDT2,590$228,1790.15%
136MASTERCARD INCORPORATEDMA575$226,1480.15%
137ISHARES TR46429B5985,150$225,0550.15%
138ISHARES TR464287200500$222,8550.15%
139ISHARES TR464287614750$206,3850.14%
140AMERICAN EQTY INVT LIFE HLD0256762063,880$202,1870.13%
141CELANESE CORP DELCE1,733$200,6820.13%
142NORTHERN TR CORPNTRSO2,700$200,1780.13%
143CVS HEALTH CORPCVS2,865$198,0580.13%
144ULTA BEAUTY INCULTA365$171,7680.11%
145ISHARES TR4642884141,605$171,3020.11%
146SOUTHERN COSOMN2,381$167,2660.11%
147VANGUARD INDEX FDS922908538796$163,7930.11%
148VANGUARD SCOTTSDALE FDS92206C7142,260$156,4150.10%
149INVESCO EXCHANGE TRADED FD TIVZ521$155,2710.10%
150ISHARES TR46432F8342,456$153,7950.10%
151AMERICAN EXPRESS COAXP865$150,6830.10%
152PRUDENTIAL FINL INCPUKPF1,636$144,3280.10%
153US BANCORP DELUSB-PS4,185$138,2730.09%
154VANGUARD INDEX FDS922908769600$132,1680.09%
155ISHARES TR46435G3344,000$129,4000.09%
156ISHARES TR4642878041,293$128,8480.09%
157ISHARES TR4642877051,185$126,9500.08%
158ADOBE SYSTEMS INCORPORATEDADBE244$119,3140.08%
159WISDOMTREE TRWT3,100$118,6370.08%
160SCHWAB STRATEGIC TR8085248392,565$118,4010.08%
161VANGUARD INDEX FDS922908629534$117,5660.08%
162SCHWAB STRATEGIC TR8085242012,180$114,1670.08%
163VANGUARD ADMIRAL FDS INC921932703732$113,9730.08%
164ISHARES TR464287408701$112,9950.08%
165SCHWAB STRATEGIC TR8085248622,300$110,5380.07%
166VANGUARD SCOTTSDALE FDS92206C1021,900$109,6870.07%
167ISHARES TR4642876061,460$109,5000.07%
168VANGUARD INDEX FDS922908595470$107,9780.07%
169SCHWAB STRATEGIC TR8085241022,050$105,9850.07%
170ISHARES TR46429B7471,030$100,5280.07%
171GLOBAL PMTS INC37940X1021,000$98,5200.07%
172SHELL PLCRYDAF1,600$96,6080.06%
173PPG INDS INC693506107639$94,7640.06%
174DUPONT DE NEMOURS INCDD1,309$93,5150.06%
175INTUITIVE SURGICAL INCISRG260$88,9050.06%
176DOW INCDOW1,641$87,4000.06%
177VANGUARD INTL EQUITY INDEX F9220427751,552$84,4450.06%
178MARATHON PETE CORPMARA724$84,4190.06%
179EQUITY RESIDENTIALEQR1,180$77,8450.05%
180INTERCONTINENTAL EXCHANGE IN45866F104670$75,7640.05%
181AVALONBAY CMNTYS INCAWX400$75,7080.05%
182CORTEVA INCCTVA1,233$70,6510.05%
183SELECT SECTOR SPDR TR81369Y6052,095$70,6230.05%
184ECOLAB INCECL375$70,0090.05%
185WISDOMTREE TRWT1,500$69,7950.05%
186CONAGRA BRANDS INCCAG2,000$67,4400.05%
187MARATHON OIL CORPMARA2,776$63,9040.04%
188ISHARES INC46434G1031,286$63,3870.04%
189INTERNATIONAL FLAVORS&FRAGRA459506101686$54,5990.04%
190OREILLY AUTOMOTIVE INC67103H10756$53,4970.04%
191LINDE PLCLIN139$52,9710.04%
192ORACLE CORPORCL-PD430$51,2090.03%
193INVESCO EXCHANGE TRADED FD TIVZ290$47,4590.03%
194FLEXSHARES TRFLEX1,182$47,3630.03%
195EMERSON ELEC COEMR521$47,0940.03%
196KRAFT HEINZ COKHC1,200$42,6000.03%
197CASEYS GEN STORES INC147528103171$41,7040.03%
198SPDR SER TR78468R739857$40,3220.03%
199INVESCO EXCHANGE TRADED FD TIVZ710$40,0370.03%
200ISHARES TR464287168350$39,6550.03%
201MASCO CORPMAS650$37,2970.02%
202TEXAS INSTRS INC882508104200$36,0040.02%
203ISHARES TR4642873901,298$35,2670.02%
204MANULIFE FINL CORP56501R1061,860$35,1730.02%
205SUNCOR ENERGY INC NEWSU1,199$35,1550.02%
206VANGUARD INDEX FDS922908744235$33,3940.02%
207AUTOZONE INCAZO13$32,4140.02%
208SELECT SECTOR SPDR TR81369Y704300$32,1960.02%
209NETFLIX INCNFLX71$31,2750.02%
210ISHARES INC46434G822500$30,9500.02%
211SCHLUMBERGER LTDSLB612$30,0620.02%
212NOVARTIS AGNVSEF292$29,4660.02%
213STARBUCKS CORPSBUX295$29,2230.02%
214BLACKROCK ENHANCD CAP & INMBLK1,554$28,7650.02%
215VULCAN MATLS CO929160109125$28,1800.02%
216GOLDMAN SACHS ETF TRNVGLF883$27,6830.02%
217INVESCO EXCH TRADED FD TR IIIVZ500$25,7050.02%
218ISHARES TR464288877525$25,6940.02%
219FEDEX CORPFDX100$24,7900.02%
220SPDR SER TR78464A870297$24,7110.02%
221SYSCO CORPSYY325$24,1150.02%
222ARCH CAP GROUP LTDG0450A105313$23,4290.02%
223SELECT SECTOR SPDR TR81369Y100280$23,2040.02%
224NOVOCURE LTDNVCR550$22,8250.02%
225HUNTINGTON BANCSHARES INCHBANP2,000$21,5600.01%
226CHIPOTLE MEXICAN GRILL INCCMG10$21,3900.01%
227DRAFTKINGS INC NEWDKNG800$21,2560.01%
228AMERISOURCEBERGEN CORPCOR110$21,1680.01%
229ISHARES TR46428762286$20,9620.01%
230ZIMMER BIOMET HOLDINGS INCZBH135$19,6560.01%
231LAM RESEARCH CORPLRCX30$19,2860.01%
232ISHARES GOLD TRIAU500$18,1950.01%
233DISCOVER FINL SVCS254709108150$17,5280.01%
234SELECT SECTOR SPDR TR81369Y209132$17,5210.01%
235PUBLIC STORAGEPSA-PS59$17,2210.01%
236SELECT SECTOR SPDR TR81369Y506200$16,2340.01%
237INVESCO EXCH TRADED FD TR IIIVZ539$15,8940.01%
238VANGUARD INTL EQUITY INDEX F922042718140$15,4680.01%
239PHILLIPS 66PSX161$15,3570.01%
240WATSCO INCWSO-B40$15,2590.01%
241ISHARES TR464288372317$14,8840.01%
242PROGRESSIVE CORP743315103111$14,6940.01%
243VANECK ETF TRUST92189H300570$14,5700.01%
244JEFFERIES FINL GROUP INC47233W109431$14,2970.01%
245FRANCO NEV CORPFNV100$14,2600.01%
246ISHARES TR464288711233$13,9290.01%
247KOHLS CORPKSS600$13,8300.01%
248BOOKING HOLDINGS INCBKNG5$13,5020.01%
249CARDINAL HEALTH INCCAH135$12,7670.01%
250DOMINION ENERGY INCD245$12,6890.01%
251BOEING COBA-PA60$12,6700.01%
252CAPITAL ONE FINL CORP14040H105110$12,0310.01%
253SCHWAB STRATEGIC TR808524706440$10,8380.01%
254SCHWAB STRATEGIC TR808524797139$10,0950.01%
255MARKEL GROUP INCMKL7$9,6830.01%
256NEWMONT CORPNEMCL225$9,5990.01%
257COMCAST CORP NEWCCZ230$9,5570.01%
258VANGUARD INDEX FDS92290875147$9,3480.01%
259MOODYS CORPMCO25$8,6930.01%
260LEGG MASON ETF INVT524682101200$8,4340.01%
261CARMAX INCKMX97$8,1190.01%
262ELECTRONIC ARTS INCEA60$7,7820.01%
263LAS VEGAS SANDS CORPLVS125$7,2500.00%
264TE CONNECTIVITY LTDTEL50$7,0080.00%
265VANGUARD INDEX FDS92290855382$6,8520.00%
266TORONTO DOMINION BK ONTTORO110$6,8220.00%
267HALLIBURTON COHAL190$6,2690.00%
268BECTON DICKINSON & COBDX23$6,0730.00%
269TOTALENERGIES SETTE99$5,7070.00%
270POST HLDGS INCPOST58$5,0260.00%
271VANGUARD INTL EQUITY INDEX F92204287481$4,9980.00%
272COLGATE PALMOLIVE COCL64$4,9310.00%
273UNILEVER PLCUNLYF90$4,6920.00%
274FIDELITY COVINGTON TRUST316092881100$4,6660.00%
275COGNIZANT TECHNOLOGY SOLUTIOCTSH70$4,5700.00%
276KYNDRYL HLDGS INCKD322$4,2770.00%
277VANGUARD INTL EQUITY INDEX F92204286660$4,1840.00%
278ENI S P A26874R108138$3,9740.00%
279VANGUARD BD INDEX FDS92193782750$3,7790.00%
280VANGUARD BD INDEX FDS92193781950$3,7620.00%
281SCHWAB STRATEGIC TR80852440950$3,3550.00%
282LIBERTY BROADBAND CORPLBRDP41$3,2690.00%
283ISHARES TR46428717628$3,0140.00%
284ORGANON & COOGN143$2,9760.00%
285FIDELITY NATL INFORMATION SV31620M10650$2,7350.00%
286AMGEN INCAMGN10$2,2210.00%
287AT&T INCT-PC83$1,3240.00%
288HAIN CELESTIAL GROUP INCHAIN98$1,2260.00%
289VITESSE ENERGY INCVTS50$1,1200.00%
290WARNER BROS DISCOVERY INCWBD20$2510.00%
291EMBECTA CORPEMBC4$870.00%
292NOKIA CORPNOKBF15$630.00%