Legacy Bridge, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Legacy Bridge, LLC reported 317 stock positions worth $170.9 million. Its top holding was West Bancorporation (WTBA) at 3.2% of the portfolio, followed by Nvidia (NVDA, 2.8%) and Broadcom (AVGO, 2.3%). Compared with Q4 2023, it opened 35 new positions, sold out of 10, added to 46 and reduced 81. The biggest buy was a new position in Vertiv Class A (VRT) and the biggest sale an exit from Honeywell International (HON).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001689144
- Portfolio Value
- $170.9M (Q1 2024)
- SEC Filing
- 0001689144-24-000004 ↗ filed Apr 25, 2024
Holdings Value
Holdings 317 stocks · $170.9M
| WTBA West Bancorporation | 3.17% | 304,179 | $5.4M | Reduce -1.1% |
| NVDA Nvidia Corp. | 2.84% | 5,375 | $4.9M | Reduce -7.1% |
| AVGO Broadcom Inc. | 2.32% | 2,987 | $4.0M | Reduce -7.8% |
| MSFT Microsoft Corp. | 2.15% | 8,750 | $3.7M | Reduce -0.1% |
| SMCI Super Micro Computer Inc. | 2.11% | 3,575 | $3.6M | Reduce -22.0% |
| LLY Eli Lilly & Co. | 1.95% | 4,290 | $3.3M | Reduce -19.3% |
| AMZN Amazon.com Inc. | 1.81% | 17,134 | $3.1M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.70% | 6,916 | $2.9M | Add +26.7% |
| ETN Eaton Corp. PLC | 1.69% | 9,242 | $2.9M | Reduce -0.8% |
| ANET Arista Networks Inc. | 1.59% | 9,364 | $2.7M | Add +0.2% |
| CAT Caterpillar Inc. | 1.53% | 7,136 | $2.6M | Add +0.1% |
| AMD Advanced Micro Devices | 1.42% | 13,418 | $2.4M | Reduce -0.2% |
| WSM Williams-Sonoma Inc. | 1.36% | 7,348 | $2.3M | No change |
| LOW Lowe's Cos Inc. | 1.24% | 8,345 | $2.1M | Reduce -1.1% |
| NSIT Insight Enterprises Inc. | 1.20% | 11,101 | $2.1M | Reduce -0.6% |
| HD Home Depot Inc. | 1.19% | 5,324 | $2.0M | Add +2.9% |
| WMT Walmart Inc. | 1.19% | 33,938 | $2.0M | Add +4.9% |
| COST Costco Wholesale Corp. | 1.14% | 2,667 | $2.0M | Reduce -0.6% |
| STRL Sterling Infrastructure Inc. | 1.14% | 17,680 | $2.0M | Add +0.9% |
| ASML ASML Holding NV-NY Reg SHS | 1.13% | 1,995 | $1.9M | Add +0.6% |
| PH Parker Hannifin Corp. | 1.10% | 3,389 | $1.9M | Add +3.6% |
| NXPI NXP Semiconductors NV | 1.10% | 7,570 | $1.9M | No change |
| VRT Vertiv Holdings Co. Class A | 1.07% | 22,458 | $1.8M | New |
| IWM iShares Russell 2000 ETF | 1.05% | 8,530 | $1.8M | Add +0.0% |
| TSCO Tractor Supply Company | 1.01% | 6,613 | $1.7M | Reduce -11.3% |
| QCOM Qualcomm Inc. | 1.01% | 10,187 | $1.7M | Reduce -0.5% |
| PANW Palo Alto Networks Inc. | 1.01% | 6,056 | $1.7M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 1.00% | 8,531 | $1.7M | Reduce -0.2% |
| DE Deere & Co. | 0.98% | 4,088 | $1.7M | Add +0.3% |
| JEPI JPMorgan Equity Premium Inco | 0.96% | 28,478 | $1.6M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 32,596 | $1.6M | Add +14.4% |
| WK Workiva Inc. | 0.95% | 19,164 | $1.6M | Reduce -5.4% |
| VLO Valero Energy Corp. | 0.94% | 9,415 | $1.6M | No change |
| AAPL Apple Inc. | 0.94% | 9,354 | $1.6M | Reduce -18.7% |
| IWO iShares Russell 2000 Growth | 0.93% | 5,900 | $1.6M | Add +22.1% |
| ISRG Intuitive Surgical Inc. | 0.92% | 3,935 | $1.6M | Add +1.4% |
| JCI Johnson Controls Internation | 0.90% | 23,672 | $1.5M | Reduce -7.7% |
| IWR iShares Russell Mid-Cap ETF | 0.90% | 18,379 | $1.5M | Reduce -1.0% |
| IWN iShares Russell 2000 Value E | 0.90% | 9,730 | $1.5M | Reduce -9.3% |
| EQIX Equinix Inc. | 0.88% | 1,821 | $1.5M | Add +0.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.88% | 11,012 | $1.5M | New |
| GEHC GE Healthcare Technology | 0.87% | 16,375 | $1.5M | Reduce -4.1% |
| CRM Salesforce Inc. | 0.87% | 4,923 | $1.5M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.87% | 9,715 | $1.5M | Reduce -27.9% |
| UNH Unitedhealth Group Inc. | 0.86% | 2,957 | $1.5M | Reduce -0.1% |
| WM Waste Management Inc. | 0.85% | 6,820 | $1.5M | Reduce -0.3% |
| MNST Monster Beverage Corp. | 0.84% | 24,344 | $1.4M | No change |
| DHR Danaher Corp. | 0.82% | 5,632 | $1.4M | Reduce -1.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.81% | 5,501 | $1.4M | New |
| CELH Celsius Holdings Inc. | 0.80% | 16,511 | $1.4M | Reduce -0.1% |
| CVX Chevron Corp. | 0.80% | 8,638 | $1.4M | Reduce -9.2% |
| IWS iShares Russell Mid-Cap Valu | 0.79% | 10,781 | $1.4M | Reduce -2.1% |
| DLR Digital Realty Trust Inc. | 0.77% | 9,109 | $1.3M | Add +4.2% |
| EFA iShares MSCI Eafe ETF | 0.77% | 16,400 | $1.3M | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.76% | 56,425 | $1.3M | New |
| BLK BlackRock Finance Inc. | 0.76% | 1,556 | $1.3M | No change |
| RPM RPM International Inc. | 0.75% | 10,848 | $1.3M | Reduce -2.2% |
| J Jacobs Solutions Inc. | 0.74% | 8,249 | $1.3M | Reduce -10.1% |
| VXUS Vanguard Total Intl Stock | 0.74% | 21,008 | $1.3M | Reduce -1.3% |
| TMUS T-Mobile US Inc. | 0.74% | 7,725 | $1.3M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.73% | 2,153 | $1.3M | Reduce -0.5% |
| SCHM Schwab US Mid Cap ETF | 0.71% | 14,940 | $1.2M | Reduce -0.5% |
| ITW Illinois Tool Works | 0.70% | 4,434 | $1.2M | Reduce -0.5% |
| FSLR First Solar Inc. | 0.65% | 6,567 | $1.1M | Reduce -12.0% |
| KNX Knight-Swift Transportation | 0.64% | 19,990 | $1.1M | Reduce -3.1% |
| LULU Lululemon Athletica Inc. | 0.63% | 2,753 | $1.1M | No change |
| AMT American Tower Corp. | 0.63% | 5,442 | $1.1M | Reduce -0.3% |
| SYK Stryker Corp. | 0.61% | 2,916 | $1.0M | Reduce -0.8% |
| RHI Robert Half Inc. | 0.60% | 13,011 | $1.0M | Reduce -0.3% |
| PXD Pioneer Natural Resources Co. | 0.60% | 3,910 | $1.0M | Reduce -1.1% |
| BSX Boston Scientific Corp. | 0.56% | 14,023 | $960K | Reduce -9.1% |
| IEMG iShares Core MSCI Emerging | 0.56% | 18,571 | $958K | Add +711.7% |
| AXON Axon Enterprise Inc. | 0.55% | 2,986 | $934K | Reduce -7.7% |
| PG The Procter & Gamble Co. | 0.54% | 5,724 | $929K | Reduce -8.0% |
| MS Morgan Stanley | 0.53% | 9,658 | $909K | Reduce -11.0% |
| MDLZ Mondelez International Inc. Class A | 0.51% | 12,379 | $867K | No change |
| PEP Pepsico Inc. | 0.50% | 4,866 | $852K | Add +0.2% |
| WDAY Workday Inc. Class A | 0.48% | 3,029 | $826K | Add +0.4% |
| CLS Celestica Inc. | 0.48% | 18,345 | $824K | New |
| QRVO Qorvo Inc. | 0.47% | 6,946 | $798K | Reduce -10.9% |
| IWP iShares Russell Mid-Cap Grow | 0.45% | 6,809 | $777K | No change |
| NEE Nextera Energy Inc. | 0.45% | 11,925 | $762K | Reduce -5.3% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.44% | 15,277 | $750K | No change |
| UNP Union Pacific Corp. | 0.44% | 3,035 | $746K | Reduce -13.7% |
| RIO Rio Tinto PLC-Spon ADR | 0.41% | 11,030 | $703K | No change |
| MCD McDonald's Corp. | 0.40% | 2,428 | $685K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 16,202 | $677K | Reduce -0.5% |
| COP Conocophillips | 0.39% | 5,175 | $659K | Add +10.9% |
| ACN Accenture PLC Class A | 0.38% | 1,888 | $654K | Reduce -16.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.36% | 11,870 | $609K | Reduce -4.4% |
| SCHA Schwab US Small-Cap ETF | 0.35% | 12,080 | $595K | Reduce -0.8% |
| SCHF Schwab Intl Equity ETF | 0.33% | 14,343 | $560K | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.32% | 1,152 | $554K | Reduce -24.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 5,400 | $548K | Reduce -5.3% |
| CTRE Caretrust REIT Inc. | 0.32% | 22,297 | $543K | New |
| INTU Intuit Inc. | 0.31% | 807 | $525K | Add +2.5% |
| STZ Constellation Brands Inc. Class A | 0.30% | 1,866 | $507K | Reduce -5.1% |
| GS Goldman Sachs Group Inc. | 0.29% | 1,190 | $497K | Reduce -18.8% |
| CCI Crown Castle Inc. | 0.29% | 4,640 | $491K | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.27% | 3,911 | $455K | Reduce -13.9% |
Portfolio Sells Q4 2023 → Q1 2024
| HON Honeywell International Inc. | Sold out | 0.00% | −1.08 |
| WTBA West Bancorporation | Reduce -1.1% | 3.17% | −1.05 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Sold out | 0.00% | −0.67 |
| KEY Keycorp | Sold out | 0.00% | −0.66 |
| AAPL Apple Inc. | Reduce -18.7% | 0.94% | −0.50 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.46 |
| WK Workiva Inc. | Reduce -5.4% | 0.95% | −0.38 |
| GOOG Alphabet Inc. Class C | Reduce -27.9% | 0.87% | −0.36 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.32 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.24 |
| FSLR First Solar Inc. | Reduce -12.0% | 0.65% | −0.18 |
| IWN iShares Russell 2000 Value E | Reduce -9.3% | 0.90% | −0.18 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.86% | −0.15 |
| RHI Robert Half Inc. | Reduce -0.3% | 0.60% | −0.14 |
| AMT American Tower Corp. | Reduce -0.3% | 0.63% | −0.13 |
| ACN Accenture PLC Class A | Reduce -16.3% | 0.38% | −0.13 |
| KNX Knight-Swift Transportation | Reduce -3.1% | 0.64% | −0.13 |
| MS Morgan Stanley | Reduce -11.0% | 0.53% | −0.12 |
| UNP Union Pacific Corp. | Reduce -13.7% | 0.44% | −0.12 |
| CVX Chevron Corp. | Reduce -9.2% | 0.80% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -24.6% | 0.32% | −0.11 |
| QRVO Qorvo Inc. | Reduce -10.9% | 0.47% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -29.3% | 0.21% | −0.09 |
| NSIT Insight Enterprises Inc. | Reduce -0.6% | 1.20% | −0.08 |
| GS Goldman Sachs Group Inc. | Reduce -18.8% | 0.29% | −0.08 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.07 |
| SGOL Abrdn Physical Gold Shares | Reduce -40.7% | 0.10% | −0.07 |
| TMUS T-Mobile US Inc. | Reduce -0.6% | 0.74% | −0.07 |
| CCI Crown Castle Inc. | Reduce -1.1% | 0.29% | −0.06 |
| DAR Darling Ingredients Inc. | Reduce -26.4% | 0.10% | −0.06 |
| ITW Illinois Tool Works | Reduce -0.5% | 0.70% | −0.06 |
| VXUS Vanguard Total Intl Stock | Reduce -1.3% | 0.74% | −0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -4.4% | 0.36% | −0.06 |
| LIT Global X Lithium & Battery T | Reduce -6.4% | 0.17% | −0.06 |
| CME Cme Group Inc. | Reduce -11.0% | 0.25% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -19.3% | 1.95% | −0.05 |
| JCI Johnson Controls Internation | Reduce -7.7% | 0.90% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -5.3% | 0.45% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -8.0% | 0.54% | −0.05 |
| RPM RPM International Inc. | Reduce -2.2% | 0.75% | −0.05 |
| KO The Coca-Cola Co. | Reduce -14.3% | 0.19% | −0.05 |
| UPS United Parcel Service Class B | Reduce -8.9% | 0.15% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -0.6% | 0.77% | −0.04 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.1% | 0.79% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.5% | 0.40% | −0.04 |
| DHR Danaher Corp. | Reduce -1.4% | 0.82% | −0.03 |
| SKX Skechers USA Inc. Class A | Reduce -0.6% | 0.23% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.0% | 0.90% | −0.03 |
| J Jacobs Solutions Inc. | Reduce -10.1% | 0.74% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -13.5% | 0.11% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| VRT Vertiv Holdings Co. Class A | New | 1.07% | +1.07 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.88% | +0.88 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.81% | +0.81 |
| PLTR Palantir Technologies Inc. Class A | New | 0.76% | +0.76 |
| IEMG iShares Core MSCI Emerging | Add +711.7% | 0.56% | +0.49 |
| CLS Celestica Inc. | New | 0.48% | +0.48 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +26.7% | 1.70% | +0.44 |
| CTRE Caretrust REIT Inc. | New | 0.32% | +0.32 |
| CAT Caterpillar Inc. | Add +0.1% | 1.53% | +0.16 |
| ANET Arista Networks Inc. | Add +0.2% | 1.59% | +0.16 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.6% | 1.13% | +0.16 |
| IWO iShares Russell 2000 Growth | Add +22.1% | 0.93% | +0.14 |
| STRL Sterling Infrastructure Inc. | Add +0.9% | 1.14% | +0.14 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.81% | +0.13 |
| PH Parker Hannifin Corp. | Add +3.6% | 1.10% | +0.13 |
| WMT Walmart Inc. | Add +4.9% | 1.19% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +14.4% | 0.96% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +1.4% | 0.92% | +0.07 |
| META Meta Platforms Inc. Class A | Add +4.8% | 0.25% | +0.06 |
| FCX Freeport-McMoran Inc. | Add +111.6% | 0.10% | +0.05 |
| NFLX Netflix Inc. | Add +140.8% | 0.06% | +0.04 |
| CAH Cardinal Health Inc. | Add +392.6% | 0.04% | +0.03 |
| COP Conocophillips | Add +10.9% | 0.39% | +0.03 |
| HD Home Depot Inc. | Add +2.9% | 1.19% | +0.03 |
| XBI SS SPDR S&P Biotech ETF | Add +157.2% | 0.04% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +23.2% | 0.10% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +800.0% | 0.02% | +0.02 |
| MELI MercadoLibre Inc. | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | New | 0.01% | +0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +5.2% | 0.20% | +0.01 |
| TTD Trade Desk Inc./the Class A | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | Add +33.3% | 0.02% | +0.01 |
| MRVL Marvell Technology Inc. | New | 0.01% | +0.01 |
| CFLT Confluent Inc. Class A | New | 0.01% | +0.01 |
| P Everpure Inc. Class A | New | 0.01% | +0.01 |
| VEEV Veeva Systems Inc. Class A | New | 0.01% | +0.01 |
| AVAV Aerovironment Inc. | New | 0.01% | +0.01 |
| DDOG Datadog Inc. Class A | New | 0.01% | +0.01 |
| SNOW Snowflake Inc. | New | 0.01% | +0.01 |
| PATH Uipath Inc. Class A | New | 0.01% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +4.3% | 0.08% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.01% | +0.01 |
| TER Teradyne Inc. | New | 0.01% | +0.01 |
| ADSK Autodesk Inc. | New | 0.01% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +148.8% | 0.01% | +0.01 |
| CDNS Cadence Design SYS Inc. | New | 0.01% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +4.2% | 0.77% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 322 | $323.8M | GEV, STRL, NVDA, CAT, AVGO |
| Q1 2026 | 320 | $262.2M | NVDA, GEV, PLTR, STRL, AVGO |
| Q4 2025 | 464 | $246.4M | NVDA, PLTR, GEV, AVGO, STRL |
| Q3 2025 | 312 | $240.3M | NVDA, PLTR, AVGO, GEV, STRL |
| Q2 2025 | 303 | $210.7M | NVDA, AVGO, PLTR, GEV, WTBA |
| Q1 2025 | 317 | $179.2M | NVDA, WTBA, PLTR, AVGO, BRK.B |
| Q4 2024 | 298 | $191.8M | NVDA, AVGO, WTBA, PLTR, ANET |
| Q3 2024 | 293 | $185.7M | NVDA, WTBA, AVGO, ANET, MSFT |
| Q2 2024 | 286 | $169.6M | NVDA, WTBA, AVGO, MSFT, AMZN |
| Q1 2024 | 317 | $170.9M | WTBA, NVDA, AVGO, MSFT, SMCI |