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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 Q4 2023 · Filed October 11, 2023 · Accession 0001689144-23-000004

Total Value
$140.0M
Positions
137
Other Managers
0
Confidential Omitted
Yes
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1WEST BANCORPORATION INCWTBA307,679$5.0M3.58%
2MICROSOFT CORPMSFT9,040$2.9M2.03%
3ELI LILLY & COLLY5,313$2.9M2.03%
4BROADCOM INCAVGO3,248$2.7M1.92%
5NVIDIA CORPORATIONNVDA5,913$2.6M1.83%
6AMAZON COM INCAMZN17,250$2.2M1.56%
7WORKIVA INCWK20,334$2.1M1.47%
8EATON CORP PLCETN9,609$2.0M1.46%
9APPLE INCAAPL11,778$2.0M1.44%
10CATERPILLAR INCCAT7,130$1.9M1.39%
11ALPHABET INCGOOG13,470$1.8M1.27%
12LOWES COS INC5486611078,450$1.8M1.25%
13WALMART INCWMT10,963$1.8M1.25%
14ARISTA NETWORKS INCANET9,349$1.7M1.23%
15CHEVRON CORP NEWCVX9,758$1.6M1.17%
16INSIGHT ENTERPRISES INCNSIT11,165$1.6M1.16%
17J P MORGAN EXCHANGE TRADED F46641Q33230,310$1.6M1.16%
18DEERE & CODE4,258$1.6M1.15%
19HOME DEPOT INCHD5,311$1.6M1.14%
20TRACTOR SUPPLY COTSCO7,628$1.5M1.10%
21EQUINIX INCEQIX2,129$1.5M1.10%
22COSTCO WHSL CORP NEW22160K1052,690$1.5M1.08%
23NXP SEMICONDUCTORS N VNXPI7,585$1.5M1.08%
24HONEYWELL INTL INC4385161068,208$1.5M1.08%
25ISHARES TR4642876558,579$1.5M1.08%
26UNITEDHEALTH GROUP INCUNH2,960$1.5M1.06%
27ISHARES TR46428763010,775$1.5M1.04%
28DANAHER CORPORATION2358511025,824$1.4M1.03%
29ADVANCED MICRO DEVICES INCAMD13,620$1.4M1.00%
30JOHNSON CTLS INTL PLCG5150210526,196$1.4M0.99%
31PALO ALTO NETWORKS INCPANW5,904$1.4M0.99%
32JACOBS SOLUTIONS INCJ9,649$1.3M0.94%
33VALERO ENERGY CORPVLO9,250$1.3M0.93%
34FIRST SOLAR INCFSLR8,074$1.3M0.93%
35ISHARES TR46428749918,680$1.3M0.92%
36MONSTER BEVERAGE CORP NEWMNST24,344$1.3M0.92%
37PARKER-HANNIFIN CORPPH3,282$1.3M0.91%
38VANGUARD TAX-MANAGED FDS92194385828,410$1.2M0.89%
39JPMORGAN CHASE & COVYLD8,549$1.2M0.88%
40FLEXSHARES TRFLEX53,375$1.2M0.88%
41GE HEALTHCARE TECHNOLOGIES IGEHC17,175$1.2M0.83%
42BANK AMERICA CORP06050510442,580$1.2M0.83%
43BRISTOL-MYERS SQUIBB COCELG-RI20,058$1.2M0.83%
44ISHARES TR46428746516,880$1.2M0.83%
45INTUITIVE SURGICAL INCISRG3,957$1.2M0.82%
46ISHARES TR46428747311,011$1.1M0.82%
47WILLIAMS SONOMA INCWSM7,348$1.1M0.81%
48VANGUARD STAR FDS92190976821,324$1.1M0.81%
49QUALCOMM INCQCOM10,257$1.1M0.81%
50THERMO FISHER SCIENTIFIC INCTMO2,206$1.1M0.80%
51DIGITAL RLTY TR INC2538681039,185$1.1M0.79%
52T-MOBILE US INCTMUSZ7,770$1.1M0.78%
53ROBERT HALF INC.RHI14,720$1.1M0.77%
54LULULEMON ATHLETICA INCLULU2,753$1.1M0.76%
55RPM INTL INC74968510311,093$1.1M0.75%
56ISHARES TR4642876484,688$1.1M0.75%
57WASTE MGMT INC DEL94106L1096,875$1.0M0.75%
58KNIGHT-SWIFT TRANSN HLDGS IN49904910420,740$1.0M0.74%
59ILLINOIS TOOL WKS INC4523081094,454$1.0M0.73%
60SCHWAB STRATEGIC TR80852450815,020$1.0M0.72%
61BLACKROCK INCBLK1,561$1.0M0.72%
62SALESFORCE INCCRM4,974$1.0M0.72%
63PIONEER NAT RES CO7237871074,370$1.0M0.72%
64PROCTER AND GAMBLE CO7427181096,734$982,2220.70%
65AMERICAN TOWER CORP NEW03027X1005,786$951,5080.68%
66MONDELEZ INTL INC60920710513,531$939,0520.67%
67BERKSHIRE HATHAWAY INC DELBRK-A2,578$903,0740.64%
68ROCKWELL AUTOMATION INCROK3,156$902,2060.64%
69PEPSICO INCPEP5,306$899,0490.64%
70MORGAN STANLEYMS-PQ10,898$890,0400.63%
71BOSTON SCIENTIFIC CORPBSX15,503$818,5590.58%
72STRYKER CORPORATIONSYK2,956$807,7870.58%
73KEYCORP49326710874,990$806,8930.58%
74ISHARES TR46428864615,830$788,8090.56%
75NEXTERA ENERGY INCNEE-PW13,515$774,2750.55%
76QORVO INCQRVO7,792$743,9030.53%
77UNION PAC CORPUNP3,650$743,2500.53%
78DEVON ENERGY CORP NEW25179M10315,519$740,2570.53%
79RIO TINTO PLCRTNTF11,090$705,7680.50%
80ACCENTURE PLC IRELANDACN2,256$692,8410.49%
81ISHARES TR46428723418,172$689,6280.49%
82BLOCK H & R INCBSQKZ15,837$681,9420.49%
83VANGUARD INTL EQUITY INDEX F92204285817,256$676,6080.48%
84ISHARES TR4642874817,224$659,9130.47%
85SCHWAB STRATEGIC TR80852480519,335$656,6170.47%
86WORKDAY INCWDAY3,017$648,2030.46%
87AXON ENTERPRISE INCAXON3,236$643,9320.46%
88MCDONALDS CORPMCD2,428$639,6330.46%
89VANGUARD INDEX FDS9229083631,527$599,6530.43%
90CROWDSTRIKE HLDGS INCCRWD3,575$598,3840.43%
91CITIGROUP INCC-PR14,518$597,1260.43%
92CONOCOPHILLIPSCOP4,667$559,1070.40%
93EXXON MOBIL CORPXOM4,691$551,5680.39%
94GOLDMAN SACHS GROUP INCGSCE1,615$522,5660.37%
95DISNEY WALT CO2546871066,346$514,3440.37%
96TJX COS INC NEW8725401095,700$506,6160.36%
97SCHWAB STRATEGIC TR80852460712,180$504,4960.36%
98CONSTELLATION BRANDS INCSTZ1,966$494,1150.35%
99CME GROUP INCCME2,438$488,1370.35%
100CROWN CASTLE INCCCI5,110$470,2740.34%
101NIKE INCNKE4,810$459,9330.33%
102ALPHABET INCGOOG3,350$438,3810.31%
103GLOBAL X FDS37954Y8557,740$427,0160.30%
104META PLATFORMS INCMETA1,375$412,7890.29%
105INTUITINTU782$399,5560.28%
106CANADIAN PACIFIC KANSAS CITYCP5,344$397,6480.28%
107COCA COLA COKO6,905$386,5420.28%
108CISCO SYS INCCSCO7,050$379,0080.27%
109CUMMINS INCCMI1,576$360,0530.26%
110PFIZER INCPFE10,813$358,6680.26%
111ISHARES TR4642873094,910$335,9430.24%
112ABBOTT LABSABLZF3,356$325,0290.23%
113SKECHERS U S A INC8305661056,630$324,5390.23%
114LOCKHEED MARTIN CORPLMT750$306,7200.22%
115CARRIER GLOBAL CORPORATIONCARR5,458$301,2820.21%
116EDWARDS LIFESCIENCES CORPEW4,143$287,0280.20%
117UNITED PARCEL SERVICE INCUPS1,839$286,6450.20%
118MERCK & CO INCMRK2,781$286,3040.20%
119WELLS FARGO CO NEW9497461016,904$282,0980.20%
120PRINCIPAL FINANCIAL GROUP INPFG3,895$280,7130.20%
121SPDR S&P 500 ETF TRSPY647$276,5800.20%
122BLACKSTONE INCBX2,575$275,8860.20%
123INTERNATIONAL BUSINESS MACHSINTR1,895$265,8690.19%
124CAMBRIA ETF TR13206140913,833$265,7320.19%
125ISHARES TR4642875071,030$256,8310.18%
126DARLING INGREDIENTS INCDAR4,920$256,8240.18%
127DIAGEO PLCDGEAF1,702$253,9050.18%
128VANGUARD INDEX FDS9229085121,925$252,0980.18%
129VANGUARD INDEX FDS9229086111,518$242,1060.17%
130BIOGEN INCBIIB940$241,5900.17%
131ABRDN GOLD ETF TRUST00326A10413,500$238,8150.17%
132ISHARES TR46429B5985,150$227,7330.16%
133MASTERCARD INCORPORATEDMA575$227,6490.16%
134PAYPAL HLDGS INCPYPL3,722$217,5890.16%
135CELANESE CORP DELCE1,733$217,5270.16%
136ISHARES TR464287200500$214,7150.15%
137OTIS WORLDWIDE CORPOTIS2,596$208,4850.15%
138MEDTRONIC PLCMDT2,590$202,9530.14%
139CVS HEALTH CORPCVS2,865$200,0350.14%
140ISHARES TR464287614750$199,4930.14%
141NORTHERN TR CORPNTRSO2,700$187,5960.13%
142ISHARES TR4642884141,605$164,5770.12%
143AMERICAN EQTY INVT LIFE HLD0256762063,000$160,9200.11%
144PRUDENTIAL FINL INCPUKPF1,636$155,2410.11%
145VANGUARD INDEX FDS922908538796$155,0370.11%
146SOUTHERN COSOMN2,381$154,0990.11%
147VANGUARD SCOTTSDALE FDS92206C7142,260$150,6520.11%
148ISHARES TR46432F8342,456$147,3360.11%
149ULTA BEAUTY INCULTA365$145,8000.10%
150INVESCO EXCHANGE TRADED FD TIVZ5,210$142,7540.10%
151US BANCORP DELUSB-PS4,185$138,3570.10%
152AMERICAN EXPRESS COAXP865$129,0500.09%
153VANGUARD INDEX FDS922908769600$127,4460.09%
154ISHARES TR46435G3344,000$126,5600.09%
155ADOBE INCADBE244$124,4160.09%
156ISHARES TR4642878041,293$121,9690.09%
157ISHARES TR4642877051,185$119,6030.09%
158WISDOMTREE TRWT3,100$116,1880.08%
159GLOBAL PMTS INC37940X1021,000$115,3900.08%
160SCHWAB STRATEGIC TR8085248392,565$113,4500.08%
161VANGUARD INDEX FDS922908629534$111,2010.08%
162SCHWAB STRATEGIC TR8085242012,180$110,3080.08%
163SCHWAB STRATEGIC TR8085248622,300$110,1470.08%
164MARATHON PETE CORPMARA724$109,5710.08%
165VANGUARD SCOTTSDALE FDS92206C1021,900$109,4400.08%
166VANGUARD ADMIRAL FDS INC921932703732$108,8420.08%
167ISHARES TR464287408701$107,8420.08%
168ISHARES TR4642876061,460$105,4710.08%
169SHELL PLCRYDAF1,600$103,0080.07%
170SCHWAB STRATEGIC TR8085241022,050$102,1930.07%
171VANGUARD INDEX FDS922908595470$100,6650.07%
172ISHARES TR46429B7471,030$99,8280.07%
173DUPONT DE NEMOURS INCDD1,309$97,6390.07%
174DOW INCDOW1,641$84,6100.06%
175PPG INDS INC693506107639$82,9430.06%
176CONAGRA BRANDS INCCAG3,000$82,2600.06%
177VANGUARD INTL EQUITY INDEX F9220427751,552$80,5030.06%
178MARATHON OIL CORPMARA2,776$74,2580.05%
179INTERCONTINENTAL EXCHANGE IN45866F104670$73,7140.05%
180SELECT SECTOR SPDR TR81369Y6052,095$69,4920.05%
181WISDOMTREE TRWT1,500$69,3900.05%
182EQUITY RESIDENTIALEQR1,180$69,2780.05%
183AVALONBAY CMNTYS INCAWX400$68,6960.05%
184ECOLAB INCECL375$63,5250.05%
185CORTEVA INCCTVA1,233$63,0810.04%
186ISHARES INC46434G1031,286$61,2010.04%
187LINDE PLCLIN139$51,7570.04%
188OREILLY AUTOMOTIVE INC67103H10756$50,8970.04%
189EMERSON ELEC COEMR521$50,3130.04%
190FLEXSHARES TRFLEX1,182$47,8010.03%
191INTERNATIONAL FLAVORS&FRAGRA459506101686$46,7650.03%
192CASEYS GEN STORES INC147528103171$46,4300.03%
193INVESCO EXCHANGE TRADED FD TIVZ1,450$46,1390.03%
194ORACLE CORPORCL-PD430$45,5460.03%
195SUNCOR ENERGY INC NEWSU1,199$41,2220.03%
196KRAFT HEINZ COKHC1,200$40,3680.03%
197SPDR SER TR78468R739857$39,6200.03%
198INVESCO EXCHANGE TRADED FD TIVZ710$37,7580.03%
199ISHARES TR464287168350$37,6740.03%
200FREEPORT-MCMORAN INCFCX1,000$37,2900.03%
201SCHLUMBERGER LTDSLB612$35,6800.03%
202MASCO CORPMAS650$34,7430.02%
203MANULIFE FINL CORP56501R1061,860$34,0010.02%
204ISHARES TR4642873901,298$33,1770.02%
205AUTOZONE INCAZO13$33,0200.02%
206VANGUARD INDEX FDS922908744235$32,4140.02%
207TEXAS INSTRS INC882508104200$31,8020.02%
208SELECT SECTOR SPDR TR81369Y704300$30,4140.02%
209ISHARES INC46434G822500$30,1450.02%
210NOVARTIS AGNVSEF292$29,7440.02%
211BLACKROCK ENHANCD CAP & INMBLK1,554$28,9830.02%
212STARBUCKS CORPSBUX295$26,9250.02%
213NETFLIX INCNFLX71$26,8100.02%
214GOLDMAN SACHS ETF TRNVGLF883$26,5170.02%
215FEDEX CORPFDX100$26,4920.02%
216ISHARES TR464288877525$25,6890.02%
217VULCAN MATLS CO929160109125$25,2530.02%
218ARCH CAP GROUP LTDG0450A105313$24,9500.02%
219DRAFTKINGS INC NEWDKNG800$23,5520.02%
220INVESCO EXCH TRADED FD TR IIIVZ500$23,2600.02%
221SELECT SECTOR SPDR TR81369Y100280$21,9940.02%
222SPDR SER TR78464A870297$21,6870.02%
223SYSCO CORPSYY325$21,4670.02%
224HUNTINGTON BANCSHARES INCHBANP2,000$20,8000.01%
225ISHARES TR46428762286$20,2030.01%
226CENCORA INCCOR110$19,7970.01%
227PHILLIPS 66PSX161$19,3450.01%
228LAM RESEARCH CORPLRCX30$18,8040.01%
229CHIPOTLE MEXICAN GRILL INCCMG10$18,3190.01%
230SELECT SECTOR SPDR TR81369Y506200$18,0780.01%
231ISHARES GOLD TRIAU500$17,4950.01%
232SELECT SECTOR SPDR TR81369Y209132$16,9940.01%
233INVESCO EXCH TRADED FD TR IIIVZ539$16,2500.01%
234JEFFERIES FINL GROUP INC47233W109431$15,7880.01%
235PUBLIC STORAGEPSA-PS59$15,5480.01%
236PROGRESSIVE CORP743315103111$15,4630.01%
237BOOKING HOLDINGS INCBKNG5$15,4200.01%
238ZIMMER BIOMET HOLDINGS INCZBH135$15,1500.01%
239WATSCO INCWSO-B40$15,1090.01%
240VANGUARD INTL EQUITY INDEX F922042718140$14,8680.01%
241ISHARES TR464288372317$13,7230.01%
242FRANCO NEV CORPFNV100$13,3490.01%
243DISCOVER FINL SVCS254709108150$12,9950.01%
244ISHARES TR464288711233$12,5800.01%
245KOHLS CORPKSS600$12,5760.01%
246CARDINAL HEALTH INCCAH135$11,7210.01%
247BOEING COBA-PA60$11,5010.01%
248DOMINION ENERGY INCD245$10,9450.01%
249CAPITAL ONE FINL CORP14040H105110$10,6760.01%
250SCHWAB STRATEGIC TR808524706440$10,5340.01%
251MARKEL GROUP INCMKL7$10,3080.01%
252COMCAST CORP NEWCCZ230$10,1990.01%
253SCHWAB STRATEGIC TR808524797139$9,8360.01%
254VANGUARD INDEX FDS92290875147$8,8870.01%
255NEWMONT CORPNEMCL225$8,3140.01%
256LEGG MASON ETF INVT524682101200$8,1420.01%
257MOODYS CORPMCO25$7,9050.01%
258HALLIBURTON COHAL190$7,6950.01%
259NOVOCURE LTDNVCR475$7,6720.01%
260ELECTRONIC ARTS INCEA60$7,2240.01%
261CARMAX INCKMX97$6,8610.00%
262TORONTO DOMINION BK ONTTORO110$6,6290.00%
263TOTALENERGIES SETTE99$6,5110.00%
264VANGUARD INDEX FDS92290855382$6,2050.00%
265TE CONNECTIVITY LTDTEL50$6,1770.00%
266BECTON DICKINSON & COBDX23$5,9470.00%
267LAS VEGAS SANDS CORPLVS125$5,7300.00%
268POST HLDGS INCPOST58$4,9730.00%
269COGNIZANT TECHNOLOGY SOLUTIOCTSH70$4,7420.00%
270VANGUARD INTL EQUITY INDEX F92204287481$4,6930.00%
271COLGATE PALMOLIVE COCL64$4,5520.00%
272UNILEVER PLCUNLYF90$4,4460.00%
273FIDELITY COVINGTON TRUST316092881100$4,4190.00%
274ENI S P A26874R108138$4,4050.00%
275VANGUARD INTL EQUITY INDEX F92204286660$4,0130.00%
276VANGUARD BD INDEX FDS92193782750$3,7590.00%
277LIBERTY BROADBAND CORPLBRDP41$3,7280.00%
278VANGUARD BD INDEX FDS92193781950$3,6160.00%
279SCHWAB STRATEGIC TR80852440950$3,2230.00%
280ISHARES TR46428717628$2,9050.00%
281FIDELITY NATL INFORMATION SV31620M10650$2,7640.00%
282AMGEN INCAMGN10$2,6880.00%
283AT&T INCT-PC83$1,2470.00%
284VITESSE ENERGY INCVTS50$1,1450.00%
285HAIN CELESTIAL GROUP INCHAIN98$1,0170.00%
286WARNER BROS DISCOVERY INCWBD20$2180.00%
287EMBECTA CORPEMBC4$610.00%
288NOKIA CORPNOKBF15$570.00%