Legacy Bridge, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Legacy Bridge, LLC reported 286 stock positions worth $169.6 million. Its top holding was Nvidia (NVDA) at 3.9% of the portfolio, followed by West Bancorporation (WTBA, 3.2%) and Broadcom (AVGO, 2.7%). Compared with Q1 2024, it opened 9 new positions, sold out of 40, added to 41 and reduced 41. The biggest buy was SS SPDR S&P Biotech ETF (XBI, shares +2403%) and the biggest sale Salesforce (CRM, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001689144
- Portfolio Value
- $169.6M (Q2 2024)
- SEC Filing
- 0001689144-24-000005 ↗ filed Aug 6, 2024
Holdings Value
Holdings 286 stocks · $169.6M
| NVDA Nvidia Corp. | 3.85% | 52,870 | $6.5M | Reduce -1.6% |
| WTBA West Bancorporation | 3.19% | 302,519 | $5.4M | Reduce -0.6% |
| AVGO Broadcom Inc. | 2.74% | 2,897 | $4.7M | Reduce -3.0% |
| MSFT Microsoft Corp. | 2.27% | 8,632 | $3.9M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 1.92% | 16,846 | $3.3M | Reduce -1.7% |
| ANET Arista Networks Inc. | 1.88% | 9,091 | $3.2M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 1.85% | 3,462 | $3.1M | Reduce -19.3% |
| SMCI Super Micro Computer Inc. | 1.72% | 3,562 | $2.9M | Reduce -0.4% |
| ETN Eaton Corp. PLC | 1.71% | 9,248 | $2.9M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.66% | 6,924 | $2.8M | Add +0.1% |
| CAT Caterpillar Inc. | 1.40% | 7,136 | $2.4M | No change |
| WMT Walmart Inc. | 1.36% | 34,153 | $2.3M | Add +0.6% |
| COST Costco Wholesale Corp. | 1.33% | 2,647 | $2.2M | Reduce -0.8% |
| NSIT Insight Enterprises Inc. | 1.30% | 11,086 | $2.2M | Reduce -0.1% |
| AMD Advanced Micro Devices | 1.24% | 12,982 | $2.1M | Reduce -3.3% |
| STRL Sterling Infrastructure Inc. | 1.23% | 17,687 | $2.1M | Add +0.0% |
| PANW Palo Alto Networks Inc. | 1.21% | 6,056 | $2.1M | No change |
| ASML ASML Holding NV-NY Reg SHS | 1.20% | 1,995 | $2.0M | No change |
| NXPI NXP Semiconductors NV | 1.20% | 7,570 | $2.0M | No change |
| QCOM Qualcomm Inc. | 1.20% | 10,187 | $2.0M | No change |
| VRT Vertiv Holdings Co. Class A | 1.15% | 22,458 | $1.9M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.13% | 11,032 | $1.9M | Add +0.2% |
| AAPL Apple Inc. | 1.11% | 8,916 | $1.9M | Reduce -4.7% |
| LOW Lowe's Cos Inc. | 1.08% | 8,345 | $1.8M | No change |
| HD Home Depot Inc. | 1.08% | 5,324 | $1.8M | No change |
| GOOG Alphabet Inc. Class C | 1.05% | 9,745 | $1.8M | Add +0.3% |
| TSCO Tractor Supply Company | 1.05% | 6,613 | $1.8M | No change |
| XBI SS SPDR S&P Biotech ETF | 1.04% | 19,121 | $1.8M | Add +2402.8% |
| ISRG Intuitive Surgical Inc. | 1.03% | 3,935 | $1.8M | No change |
| IWM iShares Russell 2000 ETF | 1.02% | 8,530 | $1.7M | No change |
| JPM JPMorgan Chase & Co. | 1.02% | 8,540 | $1.7M | Add +0.1% |
| PH Parker Hannifin Corp. | 1.01% | 3,389 | $1.7M | No change |
| VEA Vanguard Ftse Developed ETF | 0.95% | 32,596 | $1.6M | No change |
| JEPI JPMorgan Equity Premium Inco | 0.94% | 28,143 | $1.6M | Reduce -1.2% |
| JCI Johnson Controls Internation | 0.93% | 23,672 | $1.6M | No change |
| IWO iShares Russell 2000 Growth | 0.92% | 5,965 | $1.6M | Add +1.1% |
| DE Deere & Co. | 0.90% | 4,094 | $1.5M | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.89% | 2,962 | $1.5M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.88% | 12,980 | $1.5M | Add +231.9% |
| IWR iShares Russell Mid-Cap ETF | 0.88% | 18,379 | $1.5M | No change |
| FSLR First Solar Inc. | 0.87% | 6,577 | $1.5M | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.87% | 9,730 | $1.5M | No change |
| VLO Valero Energy Corp. | 0.87% | 9,415 | $1.5M | No change |
| WSM Williams-Sonoma Inc. | 0.87% | 5,198 | $1.5M | Reduce -29.3% |
| WM Waste Management Inc. | 0.86% | 6,834 | $1.5M | Add +0.2% |
| FCX Freeport-McMoran Inc. | 0.86% | 29,917 | $1.5M | Add +710.3% |
| PLTR Palantir Technologies Inc. Class A | 0.84% | 56,510 | $1.4M | Add +0.1% |
| DHR Danaher Corp. | 0.83% | 5,608 | $1.4M | Reduce -0.4% |
| DLR Digital Realty Trust Inc. | 0.82% | 9,112 | $1.4M | Add +0.0% |
| EQIX Equinix Inc. | 0.81% | 1,821 | $1.4M | No change |
| CVX Chevron Corp. | 0.80% | 8,658 | $1.4M | Add +0.2% |
| IWS iShares Russell Mid-Cap Valu | 0.77% | 10,781 | $1.3M | No change |
| HPE Hewlett Packard Enterprise | 0.76% | 60,825 | $1.3M | New |
| EFA iShares MSCI Eafe ETF | 0.76% | 16,400 | $1.3M | No change |
| GEHC GE Healthcare Technology | 0.75% | 16,395 | $1.3M | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 0.75% | 21,008 | $1.3M | No change |
| BLK BlackRock Finance Inc. | 0.72% | 1,559 | $1.2M | Add +0.2% |
| TMUS T-Mobile US Inc. | 0.72% | 6,950 | $1.2M | Reduce -10.0% |
| MNST Monster Beverage Corp. | 0.72% | 24,344 | $1.2M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.70% | 2,143 | $1.2M | Reduce -0.5% |
| RPM RPM International Inc. | 0.69% | 10,848 | $1.2M | No change |
| SCHM Schwab US Mid Cap ETF | 0.69% | 14,940 | $1.2M | No change |
| J Jacobs Solutions Inc. | 0.68% | 8,219 | $1.1M | Reduce -0.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.67% | 5,526 | $1.1M | Add +0.5% |
| BSX Boston Scientific Corp. | 0.64% | 14,023 | $1.1M | No change |
| CLS Celestica Inc. | 0.62% | 18,345 | $1.1M | No change |
| ITW Illinois Tool Works | 0.62% | 4,429 | $1.0M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.59% | 18,741 | $1.0M | Add +0.9% |
| KNX Knight-Swift Transportation | 0.59% | 19,890 | $993K | Reduce -0.5% |
| SYK Stryker Corp. | 0.58% | 2,916 | $992K | No change |
| CELH Celsius Holdings Inc. | 0.56% | 16,521 | $943K | Add +0.1% |
| MS Morgan Stanley | 0.55% | 9,658 | $939K | No change |
| INDA iShares MSCI India ETF | 0.50% | 15,313 | $854K | Add +198.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.50% | 65,775 | $848K | Add +4116.4% |
| NEE Nextera Energy Inc. | 0.50% | 11,925 | $844K | No change |
| PG The Procter & Gamble Co. | 0.50% | 5,114 | $843K | Reduce -10.7% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.49% | 15,277 | $828K | No change |
| MDLZ Mondelez International Inc. Class A | 0.48% | 12,379 | $810K | No change |
| PEP Pepsico Inc. | 0.47% | 4,876 | $804K | Add +0.2% |
| QRVO Qorvo Inc. | 0.47% | 6,906 | $801K | Reduce -0.6% |
| IWP iShares Russell Mid-Cap Grow | 0.44% | 6,809 | $751K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.43% | 11,030 | $727K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 16,202 | $709K | No change |
| UNP Union Pacific Corp. | 0.40% | 3,035 | $687K | No change |
| AXON Axon Enterprise Inc. | 0.40% | 2,320 | $683K | Reduce -22.3% |
| WDAY Workday Inc. Class A | 0.40% | 3,029 | $677K | No change |
| GCT Gigacloud Technology Inc. Class A | 0.38% | 21,255 | $647K | New |
| MCD McDonald's Corp. | 0.36% | 2,428 | $619K | No change |
| WK Workiva Inc. | 0.36% | 8,454 | $617K | Reduce -55.9% |
| CTRE Caretrust REIT Inc. | 0.36% | 24,247 | $609K | Add +8.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 5,400 | $595K | No change |
| COP Conocophillips | 0.35% | 5,175 | $592K | No change |
| VOO Vanguard S&P 500 ETF | 0.34% | 1,152 | $576K | No change |
| SCHA Schwab US Small-Cap ETF | 0.34% | 12,080 | $573K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.34% | 11,130 | $570K | Reduce -6.2% |
| ACN Accenture PLC Class A | 0.34% | 1,873 | $568K | Reduce -0.8% |
| SCHF Schwab Intl Equity ETF | 0.33% | 14,365 | $552K | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.32% | 1,190 | $538K | No change |
| INTU Intuit Inc. | 0.31% | 807 | $530K | No change |
| CCJ Cameco Corp. | 0.29% | 10,078 | $496K | New |
Portfolio Sells Q1 2024 → Q2 2024
| CRM Salesforce Inc. | Reduce -99.0% | 0.01% | −0.86 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.63 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.63 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.60 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.60 |
| WK Workiva Inc. | Reduce -55.9% | 0.36% | −0.59 |
| WSM Williams-Sonoma Inc. | Reduce -29.3% | 0.87% | −0.50 |
| SMCI Super Micro Computer Inc. | Reduce -0.4% | 1.72% | −0.39 |
| CCI Crown Castle Inc. | Reduce -99.3% | 0.00% | −0.29 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.21 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.18 |
| AMD Advanced Micro Devices | Reduce -3.3% | 1.24% | −0.18 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.18 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.17 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.16 |
| AXON Axon Enterprise Inc. | Reduce -22.3% | 0.40% | −0.14 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -19.3% | 1.85% | −0.10 |
| AEL American National Group Inc. | Sold out | 0.00% | −0.10 |
| PFG Principal Financial Group | Reduce -51.7% | 0.07% | −0.09 |
| USB US Bancorp | Sold out | 0.00% | −0.09 |
| ITW Illinois Tool Works | Reduce -0.1% | 0.62% | −0.08 |
| J Jacobs Solutions Inc. | Reduce -0.4% | 0.68% | −0.07 |
| KNX Knight-Swift Transportation | Reduce -0.5% | 0.59% | −0.06 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.05 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Reduce -0.8% | 0.34% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -10.7% | 0.50% | −0.05 |
| ULTA Ulta Beauty Inc. | Reduce -12.3% | 0.07% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.5% | 0.70% | −0.03 |
| KO The Coca-Cola Co. | Reduce -20.8% | 0.16% | −0.03 |
| CP Canadian Pacific Kansas City | Reduce -2.3% | 0.23% | −0.03 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.03 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.2% | 0.94% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -95.5% | 0.00% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -60.0% | 0.01% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -6.2% | 0.34% | −0.02 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.02 |
| LRCX Lam Research Corp. | Reduce -75.0% | 0.01% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -10.0% | 0.72% | −0.02 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.0% | 0.16% | −0.01 |
| XLF SS Financial Select Sector | Reduce -25.2% | 0.04% | −0.01 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.01 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.01 |
| JXI iShares Global Utilities ETF | Sold out | 0.00% | −0.01 |
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.01 |
| BA The Boeing Co. | Sold out | 0.00% | −0.01 |
| LEGG MASON ETF INVT | Sold out | 0.00% | −0.01 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| XBI SS SPDR S&P Biotech ETF | Add +2402.8% | 1.04% | +1.00 |
| HPE Hewlett Packard Enterprise | New | 0.76% | +0.76 |
| FCX Freeport-McMoran Inc. | Add +710.3% | 0.86% | +0.76 |
| XOM Exxon Mobil Corp. | Add +231.9% | 0.88% | +0.61 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +4116.4% | 0.50% | +0.49 |
| GCT Gigacloud Technology Inc. Class A | New | 0.38% | +0.38 |
| INDA iShares MSCI India ETF | Add +198.5% | 0.50% | +0.35 |
| CCJ Cameco Corp. | New | 0.29% | +0.29 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 1.13% | +0.25 |
| FSLR First Solar Inc. | Add +0.1% | 0.87% | +0.23 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 1.05% | +0.19 |
| WMT Walmart Inc. | Add +0.6% | 1.36% | +0.17 |
| STRL Sterling Infrastructure Inc. | Add +0.0% | 1.23% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +0.1% | 0.84% | +0.08 |
| DLR Digital Realty Trust Inc. | Add +0.0% | 0.82% | +0.05 |
| CTRE Caretrust REIT Inc. | Add +8.8% | 0.36% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 0.89% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +90.1% | 0.06% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +0.9% | 0.59% | +0.03 |
| BAM Brookfield Asset Mgmt-A | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | Add +0.1% | 1.71% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 1.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.2% | 0.21% | +0.01 |
| WM Waste Management Inc. | Add +0.2% | 0.86% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +80.0% | 0.01% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +1.5% | 0.07% | +0.00 |
| MELI MercadoLibre Inc. | Add +15.4% | 0.01% | +0.00 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +2.0% | 0.09% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.2% | 0.02% | +0.00 |
| XLC SS Comm Select Sector SPDR | New | 0.00% | +0.00 |
| THNQ Robo Global Artificial Intel | New | 0.00% | +0.00 |
| USRT iShares Core US REIT ETF | Add +90.9% | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +0.2% | 0.80% | +0.00 |
| IWD iShares Russell 1000 Value E | New | 0.00% | +0.00 |
| EQT Eqt Corp. | New | 0.00% | +0.00 |
| NXT Nextpower Inc. | Add +59.4% | 0.00% | +0.00 |
| XYZ Block Inc. | New | 0.00% | +0.00 |
| IBDR iShares Ibonds Dec 2026 Term | Add +16.7% | 0.01% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.1% | 0.08% | −0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.1% | 0.33% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 0.19% | −0.01 |
| IWO iShares Russell 2000 Growth | Add +1.1% | 0.92% | −0.01 |
| STZ Constellation Brands Inc. Class A | Add +0.6% | 0.28% | −0.01 |
| PEP Pepsico Inc. | Add +0.2% | 0.47% | −0.02 |
| BLK BlackRock Finance Inc. | Add +0.2% | 0.72% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 1.66% | −0.04 |
| DE Deere & Co. | Add +0.1% | 0.90% | −0.08 |
| GEHC GE Healthcare Technology | Add +0.1% | 0.75% | −0.12 |
| TM Toyota Motor Corp. -Spon ADR | Add +0.5% | 0.67% | −0.14 |
| CELH Celsius Holdings Inc. | Add +0.1% | 0.56% | −0.24 |
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 |