Legacy Bridge, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Legacy Bridge, LLC reported 293 stock positions worth $185.7 million. Its top holding was Nvidia (NVDA) at 3.5% of the portfolio, followed by West Bancorporation (WTBA, 3.0%) and Broadcom (AVGO, 2.8%). Compared with Q2 2024, it opened 12 new positions, sold out of 6, added to 47 and reduced 46. The biggest buy was a new position in Pri Spe Pre Sec Acti-Usd (PREF) and the biggest sale Super Micro Computer (SMCI, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001689144
- Portfolio Value
- $185.7M (Q3 2024)
- SEC Filing
- 0001689144-24-000007 ↗ filed Nov 7, 2024
Holdings Value
Holdings 293 stocks · $185.7M
| NVDA Nvidia Corp. | 3.54% | 54,130 | $6.6M | Add +2.4% |
| WTBA West Bancorporation | 3.00% | 292,576 | $5.6M | Reduce -3.3% |
| AVGO Broadcom Inc. | 2.76% | 29,735 | $5.1M | Add +2.6% |
| ANET Arista Networks Inc. | 1.91% | 9,231 | $3.5M | Add +1.5% |
| MSFT Microsoft Corp. | 1.84% | 7,951 | $3.4M | Reduce -7.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.72% | 6,956 | $3.2M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.69% | 16,857 | $3.1M | Add +0.1% |
| ETN Eaton Corp. PLC | 1.65% | 9,238 | $3.1M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 1.63% | 3,407 | $3.0M | Reduce -1.6% |
| CAT Caterpillar Inc. | 1.51% | 7,148 | $2.8M | Add +0.2% |
| WMT Walmart Inc. | 1.49% | 34,182 | $2.8M | Add +0.1% |
| STRL Sterling Infrastructure Inc. | 1.38% | 17,716 | $2.6M | Add +0.2% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.34% | 132,430 | $2.5M | New |
| NSIT Insight Enterprises Inc. | 1.29% | 11,086 | $2.4M | No change |
| COST Costco Wholesale Corp. | 1.27% | 2,659 | $2.4M | Add +0.5% |
| LOW Lowe's Cos Inc. | 1.22% | 8,330 | $2.3M | Reduce -0.2% |
| VRT Vertiv Holdings Co. Class A | 1.20% | 22,458 | $2.2M | No change |
| HD Home Depot Inc. | 1.16% | 5,332 | $2.2M | Add +0.1% |
| AMD Advanced Micro Devices | 1.15% | 12,968 | $2.1M | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 1.14% | 56,880 | $2.1M | Add +0.7% |
| AAPL Apple Inc. | 1.12% | 8,934 | $2.1M | Add +0.2% |
| PANW Palo Alto Networks Inc. | 1.11% | 6,056 | $2.1M | No change |
| PH Parker Hannifin Corp. | 1.10% | 3,219 | $2.0M | Reduce -5.0% |
| ISRG Intuitive Surgical Inc. | 1.04% | 3,930 | $1.9M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.03% | 11,052 | $1.9M | Add +0.2% |
| TSCO Tractor Supply Company | 1.03% | 6,578 | $1.9M | Reduce -0.5% |
| XBI SS SPDR S&P Biotech ETF | 1.02% | 19,129 | $1.9M | Add +0.0% |
| IWM iShares Russell 2000 ETF | 1.01% | 8,525 | $1.9M | Reduce -0.1% |
| JCI Johnson Controls Internation | 0.99% | 23,672 | $1.8M | No change |
| NXPI NXP Semiconductors NV | 0.98% | 7,570 | $1.8M | No change |
| JPM JPMorgan Chase & Co. | 0.97% | 8,535 | $1.8M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.94% | 32,971 | $1.7M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.93% | 2,968 | $1.7M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.93% | 10,162 | $1.7M | Reduce -0.3% |
| DE Deere & Co. | 0.92% | 4,086 | $1.7M | Reduce -0.2% |
| IWO iShares Russell 2000 Growth | 0.91% | 5,965 | $1.7M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.90% | 1,995 | $1.7M | No change |
| FSLR First Solar Inc. | 0.89% | 6,592 | $1.6M | Add +0.2% |
| EQIX Equinix Inc. | 0.87% | 1,829 | $1.6M | Add +0.4% |
| IWN iShares Russell 2000 Value E | 0.87% | 9,730 | $1.6M | No change |
| WSM Williams-Sonoma Inc. | 0.87% | 10,396 | $1.6M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.86% | 18,039 | $1.6M | Reduce -1.9% |
| GEV GE Vernova Inc. | 0.85% | 6,206 | $1.6M | New |
| DHR Danaher Corp. | 0.84% | 5,593 | $1.6M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.83% | 9,250 | $1.5M | Reduce -5.1% |
| XOM Exxon Mobil Corp. | 0.82% | 13,005 | $1.5M | Add +0.2% |
| GEHC GE Healthcare Technology | 0.82% | 16,210 | $1.5M | Reduce -1.1% |
| FCX Freeport-McMoran Inc. | 0.81% | 30,007 | $1.5M | Add +0.3% |
| DLR Digital Realty Trust Inc. | 0.79% | 9,122 | $1.5M | Add +0.1% |
| BLK BlackRock Finance Inc. | 0.79% | 1,551 | $1.5M | Reduce -0.5% |
| TMUS T-Mobile US Inc. | 0.77% | 6,930 | $1.4M | Reduce -0.3% |
| IWS iShares Russell Mid-Cap Valu | 0.77% | 10,781 | $1.4M | No change |
| WM Waste Management Inc. | 0.76% | 6,834 | $1.4M | No change |
| HPE Hewlett Packard Enterprise | 0.74% | 66,930 | $1.4M | Add +10.0% |
| VXUS Vanguard Total Intl Stock | 0.73% | 21,008 | $1.4M | No change |
| EFA iShares MSCI Eafe ETF | 0.72% | 15,970 | $1.3M | Reduce -2.6% |
| TMO Thermo Fisher Scientific Inc. | 0.71% | 2,137 | $1.3M | Reduce -0.3% |
| RPM RPM International Inc. | 0.71% | 10,848 | $1.3M | No change |
| NDAQ Nasdaq Inc. | 0.69% | 17,645 | $1.3M | New |
| CVX Chevron Corp. | 0.69% | 8,658 | $1.3M | No change |
| VLO Valero Energy Corp. | 0.69% | 9,432 | $1.3M | Add +0.2% |
| MNST Monster Beverage Corp. | 0.68% | 24,344 | $1.3M | No change |
| SCHM Schwab US Mid Cap ETF | 0.67% | 14,940 | $1.2M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.63% | 16,393 | $1.2M | Add +730.0% |
| BSX Boston Scientific Corp. | 0.63% | 14,023 | $1.2M | No change |
| ITW Illinois Tool Works | 0.62% | 4,371 | $1.1M | Reduce -1.3% |
| IEMG iShares Core MSCI Emerging | 0.59% | 19,151 | $1.1M | Add +2.2% |
| J Jacobs Solutions Inc. | 0.58% | 8,219 | $1.1M | No change |
| NFG National Fuel Gas Co. | 0.57% | 17,595 | $1.1M | New |
| SYK Stryker Corp. | 0.57% | 2,916 | $1.1M | No change |
| JEPI JPMorgan Equity Premium Inco | 0.56% | 17,493 | $1.0M | Reduce -37.8% |
| VTWO Vanguard Russell 2000 ETF | 0.55% | 11,330 | $1.0M | New |
| MS Morgan Stanley | 0.54% | 9,658 | $1.0M | No change |
| NEE Nextera Energy Inc. | 0.54% | 11,885 | $1.0M | Reduce -0.3% |
| KNX Knight-Swift Transportation | 0.53% | 18,190 | $981K | Reduce -8.6% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.52% | 15,277 | $971K | No change |
| CLS Celestica Inc. | 0.51% | 18,395 | $940K | Add +0.3% |
| NOW ServiceNow Inc. | 0.51% | 1,050 | $939K | Add +4100.0% |
| AXON Axon Enterprise Inc. | 0.50% | 2,320 | $927K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.48% | 65,800 | $898K | Add +0.0% |
| INDA iShares MSCI India ETF | 0.48% | 15,275 | $894K | Reduce -0.3% |
| MDLZ Mondelez International Inc. Class A | 0.46% | 11,555 | $851K | Reduce -6.7% |
| KWEB Kranesh Csi China Internet | 0.44% | 24,065 | $819K | New |
| PG The Procter & Gamble Co. | 0.44% | 4,714 | $816K | Reduce -7.8% |
| IWP iShares Russell Mid-Cap Grow | 0.43% | 6,809 | $799K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.42% | 11,030 | $785K | No change |
| PEP Pepsico Inc. | 0.42% | 4,611 | $784K | Reduce -5.4% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 16,202 | $775K | No change |
| CTRE Caretrust REIT Inc. | 0.41% | 24,417 | $754K | Add +0.7% |
| UNP Union Pacific Corp. | 0.40% | 3,035 | $748K | No change |
| WDAY Workday Inc. Class A | 0.40% | 3,029 | $740K | No change |
| MCD McDonald's Corp. | 0.40% | 2,428 | $739K | No change |
| QRVO Qorvo Inc. | 0.38% | 6,812 | $704K | Reduce -1.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.37% | 3,868 | $691K | Reduce -30.0% |
| WK Workiva Inc. | 0.36% | 8,454 | $669K | No change |
| ACN Accenture PLC Class A | 0.36% | 1,873 | $662K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 5,423 | $637K | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.34% | 1,192 | $629K | Add +3.5% |
| SCHA Schwab US Small-Cap ETF | 0.34% | 12,080 | $622K | No change |
| SCHF Schwab Intl Equity ETF | 0.32% | 14,665 | $603K | Add +2.1% |
Portfolio Sells Q2 2024 → Q3 2024
| SMCI Super Micro Computer Inc. | Reduce -63.7% | 0.29% | −1.43 |
| MSFT Microsoft Corp. | Reduce -7.9% | 1.84% | −0.43 |
| CELH Celsius Holdings Inc. | Reduce -52.0% | 0.13% | −0.42 |
| JEPI JPMorgan Equity Premium Inco | Reduce -37.8% | 0.56% | −0.38 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -30.0% | 0.37% | −0.30 |
| QCOM Qualcomm Inc. | Reduce -0.3% | 0.93% | −0.27 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 1.63% | −0.22 |
| GOOG Alphabet Inc. Class C | Reduce -5.1% | 0.83% | −0.22 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.21 |
| GCT Gigacloud Technology Inc. Class A | Reduce -35.0% | 0.17% | −0.21 |
| WTBA West Bancorporation | Reduce -3.3% | 3.00% | −0.20 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.13 |
| AMD Advanced Micro Devices | Reduce -0.1% | 1.15% | −0.10 |
| QRVO Qorvo Inc. | Reduce -1.4% | 0.38% | −0.09 |
| ETN Eaton Corp. PLC | Reduce -0.1% | 1.65% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -7.8% | 0.44% | −0.06 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -58.7% | 0.04% | −0.06 |
| KNX Knight-Swift Transportation | Reduce -8.6% | 0.53% | −0.06 |
| PEP Pepsico Inc. | Reduce -5.4% | 0.42% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.97% | −0.05 |
| INTU Intuit Inc. | Reduce -0.6% | 0.27% | −0.04 |
| PFG Principal Financial Group | Reduce -62.5% | 0.03% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -2.6% | 0.72% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -4.3% | 0.30% | −0.03 |
| ADBE Adobe Inc. | Reduce -22.0% | 0.05% | −0.03 |
| CVS CVS Health Corp. | Reduce -29.5% | 0.06% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.9% | 0.86% | −0.02 |
| INDA iShares MSCI India ETF | Reduce -0.3% | 0.48% | −0.02 |
| TSCO Tractor Supply Company | Reduce -0.5% | 1.03% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -17.6% | 0.09% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.7% | 0.46% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -25.5% | 0.05% | −0.02 |
| CII BlackRock Enhan LRG Cap Core | Sold out | 0.00% | −0.02 |
| CGW Invesco S&P Global Water Ind | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Reduce -3.4% | 0.12% | −0.02 |
| SLB SLB Ltd. | Reduce -42.0% | 0.01% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -7.8% | 0.06% | −0.01 |
| VONV Vanguard Russell 1000 Value | Reduce -9.1% | 0.09% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 1.01% | −0.01 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.01 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.00 |
| ITW Illinois Tool Works | Reduce -1.3% | 0.62% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -0.1% | 1.04% | +0.01 |
| DHR Danaher Corp. | Reduce -0.3% | 0.84% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 0.71% | +0.01 |
| DE Deere & Co. | Reduce -0.2% | 0.92% | +0.02 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 0.54% | +0.04 |
| TMUS T-Mobile US Inc. | Reduce -0.3% | 0.77% | +0.05 |
| GEHC GE Healthcare Technology | Reduce -1.1% | 0.82% | +0.07 |
| BLK BlackRock Finance Inc. | Reduce -0.5% | 0.79% | +0.07 |
Portfolio Buys Q2 2024 → Q3 2024
| PREF Pri Spe Pre Sec Acti-Usd Inc. | New | 1.34% | +1.34 |
| GEV GE Vernova Inc. | New | 0.85% | +0.85 |
| NDAQ Nasdaq Inc. | New | 0.69% | +0.69 |
| NFG National Fuel Gas Co. | New | 0.57% | +0.57 |
| BNY Bank of New York Mellon Corp. | Add +730.0% | 0.63% | +0.56 |
| VTWO Vanguard Russell 2000 ETF | New | 0.55% | +0.55 |
| NOW ServiceNow Inc. | Add +4100.0% | 0.51% | +0.49 |
| KWEB Kranesh Csi China Internet | New | 0.44% | +0.44 |
| NXT Nextpower Inc. | Add +10275.8% | 0.32% | +0.32 |
| PLTR Palantir Technologies Inc. Class A | Add +0.7% | 1.14% | +0.30 |
| STRL Sterling Infrastructure Inc. | Add +0.2% | 1.38% | +0.15 |
| WMT Walmart Inc. | Add +0.1% | 1.49% | +0.12 |
| CAT Caterpillar Inc. | Add +0.2% | 1.51% | +0.10 |
| HD Home Depot Inc. | Add +0.1% | 1.16% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 1.72% | +0.06 |
| EQIX Equinix Inc. | Add +0.4% | 0.87% | +0.06 |
| CTRE Caretrust REIT Inc. | Add +0.7% | 0.41% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 0.93% | +0.05 |
| LCW Learn CW Investment Corp. Class A | New | 0.04% | +0.04 |
| LMT Lockheed Martin Corp. | Add +2.1% | 0.23% | +0.03 |
| ANET Arista Networks Inc. | Add +1.5% | 1.91% | +0.03 |
| AVGO Broadcom Inc. | Add +2.6% | 2.76% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +976.9% | 0.02% | +0.02 |
| PHO Invesco Water Resources ETF | Add +70.4% | 0.04% | +0.02 |
| AAPL Apple Inc. | Add +0.2% | 1.12% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| ORCL Oracle Corp. | Add +21.6% | 0.05% | +0.01 |
| FSLR First Solar Inc. | Add +0.2% | 0.89% | +0.01 |
| MELI MercadoLibre Inc. | Add +53.3% | 0.03% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +60.0% | 0.03% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +73.5% | 0.02% | +0.01 |
| MDB Mongodb Inc. | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +5.5% | 0.20% | +0.01 |
| PSA Public Storage | Add +13.6% | 0.01% | +0.00 |
| AVAV Aerovironment Inc. | Add +32.0% | 0.01% | +0.00 |
| ETHE Grayscale Ethereum Staking E | New | 0.00% | +0.00 |
| DHI D.R. Horton Inc. | New | 0.00% | +0.00 |
| EQT Eqt Corp. | Add +120.0% | 0.00% | +0.00 |
| USRT iShares Core US REIT ETF | Add +23.8% | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +2.2% | 0.59% | +0.00 |
| GRAYSCALE ETHEREUM MINI TR E | New | 0.00% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +2.1% | 0.32% | −0.00 |
| AMAT Applied Materials Inc. | Add +20.0% | 0.01% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 0.34% | −0.00 |
| NFLX Netflix Inc. | Add +1.8% | 0.07% | −0.00 |
| TJX TJX Companies Inc. | Add +0.4% | 0.34% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 0.94% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +0.0% | 0.48% | −0.02 |
| HPE Hewlett Packard Enterprise | Add +10.0% | 0.74% | −0.02 |
| DLR Digital Realty Trust Inc. | Add +0.1% | 0.79% | −0.02 |
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 |