Institutional Manager · CIK 0001689144
Legacy Bridge, LLC
WEST DES MOINES, IA · File #028-18977
Latest AUM
$246.4M
Positions
464
Top-10 Concentration
41.5%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | BROADCOM INC | AVGO | -7,978 | -$2.8M | +$480,212 |
| ADD | MICRON TECHNOLOGY INC | MU | +4,545 | +$1.3M | +$97,069 |
| ADD | ISHARES TR | 46432F834 | +14,863 | +$1.3M | +$5,059 |
| ADD | ADVANCED MICRO DEVICES INC | AMD | +5,800 | +$1.2M | +$68,499 |
| REDUCE | ON HLDG AG | H5919C104 | -21,390 | -$994,224 | +$91,476 |
| ADD | SERVICENOW INC | NOW | +4,540 | +$695,483 | -$847,635 |
| ADD | NVIDIA CORPORATION | NVDA | +2,816 | +$525,184 | -$4,931 |
| ADD | ISHARES INC | 46434G103 | +7,385 | +$496,426 | +$29,937 |
| ADD | APPLE INC | AAPL | +1,171 | +$318,348 | +$139,253 |
| ADD | NETFLIX INC | NFLX | +2,902 | +$272,092 | -$296,183 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025464 pos · $246.4M
- 13F HOLDINGS REPORTQ/E Sep 2025312 pos · $240.3M
- 13F HOLDINGS REPORTQ/E Jun 2025303 pos · $210.7M
- 13F HOLDINGS REPORTQ/E Mar 2025319 pos · $179.2M
- 13F HOLDINGS REPORTQ/E Dec 2024298 pos · $191.8M
- 13F HOLDINGS REPORTQ/E Sep 2024294 pos · $185.7M
- 13F HOLDINGS REPORTQ/E Jun 2024286 pos · $169.6M
- 13F HOLDINGS REPORTQ/E Mar 2024317 pos · $170.9M
- 13F HOLDINGS REPORTQ/E Dec 2023137 pos · $140.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 64,458 | $12.0M | 7.36% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 58,812 | $10.5M | 6.40% |
| 3 | GE VERNOVA INC | GEV | 11,495 | $7.5M | 4.60% |
| 4 | BROADCOM INC | AVGO | 21,683 | $7.5M | 4.59% |
| 5 | STERLING INFRASTRUCTURE INC | STRL | 18,438 | $5.6M | 3.46% |
| 6 | WEST BANCORPORATION INC | WTBA | 254,401 | $5.6M | 3.46% |
| 7 | CELESTICA INC | CLS | 18,487 | $5.5M | 3.35% |
| 8 | ARISTA NETWORKS INC | ANET | 38,387 | $5.0M | 3.08% |
| 9 | MICROSOFT CORP | MSFT | 8,789 | $4.3M | 2.60% |
| 10 | CATERPILLAR INC | CAT | 7,365 | $4.2M | 2.58% |
| 11 | AMAZON COM INC | AMZN | 18,228 | $4.2M | 2.58% |
| 12 | ELI LILLY & CO | LLY | 3,862 | $4.2M | 2.54% |
| 13 | WALMART INC | WMT | 36,986 | $4.1M | 2.52% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,902 | $4.0M | 2.43% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 11,200 | $3.4M | 2.08% |
| 16 | ALPHABET INC | GOOG | 10,083 | $3.2M | 1.94% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 9,657 | $3.1M | 1.90% |
| 18 | VERTIV HOLDINGS CO | VRT | 19,049 | $3.1M | 1.89% |
| 19 | EATON CORP PLC | ETN | 9,528 | $3.0M | 1.86% |
| 20 | JOHNSON CTLS INTL PLC | G51502105 | 23,159 | $2.8M | 1.70% |