Legacy Bridge, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Legacy Bridge, LLC reported 317 stock positions worth $179.2 million. Its top holding was Nvidia (NVDA) at 3.5% of the portfolio, followed by West Bancorporation (WTBA, 2.9%) and Palantir Technologies Class A (PLTR, 2.8%). Compared with Q4 2024, it opened 37 new positions, sold out of 18, added to 95 and reduced 57. The biggest buy was Vertex Pharmaceuticals (VRTX, shares +1005%) and the biggest sale Advanced Micro Devices (AMD, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001689144
- Portfolio Value
- $179.2M (Q1 2025)
- SEC Filing
- 0001689144-25-000002 ↗ filed May 8, 2025
Holdings Value
Holdings 317 stocks · $179.2M
| NVDA Nvidia Corp. | 3.51% | 58,052 | $6.3M | Add +6.8% |
| WTBA West Bancorporation | 2.92% | 262,501 | $5.2M | Reduce -1.3% |
| PLTR Palantir Technologies Inc. Class A | 2.76% | 58,582 | $4.9M | Add +2.8% |
| AVGO Broadcom Inc. | 2.69% | 28,750 | $4.8M | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.16% | 7,256 | $3.9M | Add +4.0% |
| GEV GE Vernova Inc. | 1.90% | 11,170 | $3.4M | Add +1.7% |
| WMT Walmart Inc. | 1.77% | 36,222 | $3.2M | Add +5.9% |
| AMZN Amazon.com Inc. | 1.76% | 16,580 | $3.2M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.66% | 7,930 | $3.0M | Reduce -0.3% |
| ANET Arista Networks Inc. | 1.66% | 38,294 | $3.0M | Add +3.7% |
| LLY Eli Lilly & Co. | 1.60% | 3,463 | $2.9M | Add +2.2% |
| ETN Eaton Corp. PLC | 1.45% | 9,588 | $2.6M | Add +3.8% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.42% | 136,465 | $2.6M | Add +2.8% |
| COST Costco Wholesale Corp. | 1.41% | 2,663 | $2.5M | Add +0.1% |
| CAT Caterpillar Inc. | 1.28% | 6,972 | $2.3M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 1.25% | 9,115 | $2.2M | Add +6.8% |
| STRL Sterling Infrastructure Inc. | 1.18% | 18,736 | $2.1M | Add +5.8% |
| ISRG Intuitive Surgical Inc. | 1.13% | 4,090 | $2.0M | Add +4.1% |
| HD Home Depot Inc. | 1.11% | 5,417 | $2.0M | Add +1.6% |
| PH Parker Hannifin Corp. | 1.09% | 3,219 | $2.0M | No change |
| PANW Palo Alto Networks Inc. | 1.07% | 11,284 | $1.9M | Reduce -6.9% |
| AAPL Apple Inc. | 1.07% | 8,636 | $1.9M | Reduce -3.3% |
| DE Deere & Co. | 1.06% | 4,066 | $1.9M | Add +1.8% |
| LOW Lowe's Cos Inc. | 1.06% | 8,136 | $1.9M | Reduce -0.8% |
| JCI Johnson Controls Internation | 1.06% | 23,674 | $1.9M | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.03% | 11,168 | $1.9M | Add +0.9% |
| TMUS T-Mobile US Inc. | 1.03% | 6,930 | $1.8M | No change |
| IWM iShares Russell 2000 ETF | 1.03% | 9,259 | $1.8M | Add +8.4% |
| IWO iShares Russell 2000 Growth | 1.03% | 7,206 | $1.8M | Add +20.0% |
| TSCO Tractor Supply Company | 1.01% | 32,890 | $1.8M | No change |
| AXON Axon Enterprise Inc. | 1.00% | 3,414 | $1.8M | Add +46.8% |
| VRT Vertiv Holdings Co. Class A | 0.95% | 23,573 | $1.7M | Add +4.0% |
| VEA Vanguard Ftse Developed ETF | 0.93% | 32,820 | $1.7M | Reduce -0.5% |
| NSIT Insight Enterprises Inc. | 0.92% | 10,986 | $1.6M | Reduce -0.9% |
| WSM Williams-Sonoma Inc. | 0.92% | 10,396 | $1.6M | No change |
| XOM Exxon Mobil Corp. | 0.89% | 13,355 | $1.6M | Add +2.7% |
| IWR iShares Russell Mid-Cap ETF | 0.88% | 18,439 | $1.6M | Add +2.2% |
| QCOM Qualcomm Inc. | 0.87% | 10,162 | $1.6M | No change |
| VXUS Vanguard Total Intl Stock | 0.87% | 25,058 | $1.6M | Add +19.3% |
| GOOG Alphabet Inc. Class C | 0.85% | 9,730 | $1.5M | Add +5.2% |
| XBI SS SPDR S&P Biotech ETF | 0.84% | 18,554 | $1.5M | Reduce -3.1% |
| CVX Chevron Corp. | 0.83% | 8,858 | $1.5M | Add +2.3% |
| CLS Celestica Inc. | 0.82% | 18,735 | $1.5M | Add +1.9% |
| IWN iShares Russell 2000 Value E | 0.82% | 9,730 | $1.5M | No change |
| EQIX Equinix Inc. | 0.82% | 1,794 | $1.5M | Reduce -1.9% |
| BLK BlackRock Inc. | 0.80% | 1,506 | $1.4M | Reduce -2.9% |
| BSX Boston Scientific Corp. | 0.79% | 14,023 | $1.4M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.79% | 16,788 | $1.4M | Add +2.8% |
| NFG National Fuel Gas Co. | 0.78% | 17,667 | $1.4M | Add +0.0% |
| DLR Digital Realty Trust Inc. | 0.77% | 9,690 | $1.4M | Add +6.2% |
| NXPI NXP Semiconductors NV | 0.77% | 7,290 | $1.4M | Reduce -3.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.77% | 2,086 | $1.4M | Add +4.6% |
| NDAQ Nasdaq Inc. | 0.76% | 18,060 | $1.4M | Add +2.7% |
| IWS iShares Russell Mid-Cap Valu | 0.76% | 10,781 | $1.4M | No change |
| EFA iShares MSCI Eafe ETF | 0.73% | 16,033 | $1.3M | Add +0.4% |
| GEHC GE Healthcare Technology | 0.71% | 15,845 | $1.3M | Add +1.1% |
| VLO Valero Energy Corp. | 0.70% | 9,442 | $1.2M | Add +0.1% |
| SCHM Schwab US Mid Cap ETF | 0.67% | 46,021 | $1.2M | Add +2.7% |
| IEMG iShares Core MSCI Emerging | 0.66% | 21,833 | $1.2M | Add +14.0% |
| FCX Freeport-McMoran Inc. | 0.65% | 30,787 | $1.2M | Add +2.6% |
| DHR Danaher Corp. | 0.65% | 5,663 | $1.2M | Add +1.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.63% | 2,332 | $1.1M | Add +1005.2% |
| MS Morgan Stanley | 0.63% | 9,658 | $1.1M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 2,250 | $1.1M | Add +5.7% |
| SYK Stryker Corp. | 0.61% | 2,916 | $1.1M | No change |
| ACN Accenture PLC Class A | 0.60% | 3,452 | $1.1M | Add +2.8% |
| ITW Illinois Tool Works | 0.60% | 4,331 | $1.1M | Reduce -0.9% |
| HPE Hewlett Packard Enterprise | 0.60% | 69,395 | $1.1M | Add +3.5% |
| RPM RPM International Inc. | 0.59% | 9,148 | $1.1M | Reduce -14.9% |
| META Meta Platforms Inc. Class A | 0.56% | 1,734 | $999K | Add +94.6% |
| J Jacobs Solutions Inc. | 0.54% | 8,049 | $973K | Reduce -2.1% |
| JEPI JPMorgan Equity Premium Inco | 0.53% | 16,668 | $952K | Reduce -4.7% |
| VTWO Vanguard Russell 2000 ETF | 0.53% | 11,680 | $942K | Add +3.1% |
| VST Vistra Corp. | 0.52% | 7,875 | $925K | Add +7775.0% |
| NOW ServiceNow Inc. | 0.49% | 1,102 | $877K | Add +5.0% |
| NEE Nextera Energy Inc. | 0.47% | 11,885 | $843K | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.47% | 15,265 | $838K | Reduce -0.1% |
| KWEB Kranesh Csi China Internet | 0.46% | 23,620 | $825K | Reduce -2.5% |
| MDLZ Mondelez International Inc. Class A | 0.45% | 12,008 | $815K | Add +3.9% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 17,932 | $812K | Add +10.7% |
| PG The Procter & Gamble Co. | 0.45% | 4,701 | $801K | Reduce -0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.45% | 6,809 | $800K | No change |
| INDA iShares MSCI India ETF | 0.45% | 15,505 | $798K | Add +1.5% |
| OKLO Oklo Inc. | 0.44% | 36,465 | $789K | Add +1.1% |
| KNX Knight-Swift Transportation | 0.44% | 18,115 | $788K | Reduce -0.4% |
| CTRE Caretrust REIT Inc. | 0.42% | 26,527 | $758K | Add +8.6% |
| UNP Union Pacific Corp. | 0.42% | 3,190 | $754K | Add +5.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.39% | 68,790 | $704K | Add +4.5% |
| WDAY Workday Inc. Class A | 0.39% | 3,001 | $701K | Reduce -0.9% |
| SNOW Snowflake Inc. | 0.39% | 4,745 | $694K | Add +4376.4% |
| RIO Rio Tinto PLC-Spon ADR | 0.39% | 11,505 | $691K | Add +6.2% |
| TM Toyota Motor Corp. -Spon ADR | 0.38% | 3,868 | $683K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 5,423 | $661K | No change |
| LEU Centrus Energy Corp. Class A | 0.36% | 10,379 | $646K | Add +5.2% |
| VOO Vanguard S&P 500 ETF | 0.34% | 1,197 | $615K | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 10,422 | $608K | Add +76.0% |
| GS Goldman Sachs Group Inc. | 0.33% | 1,098 | $600K | Reduce -7.7% |
| FSLR First Solar Inc. | 0.33% | 4,741 | $599K | Reduce -27.7% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.33% | 13,900 | $586K | Reduce -6.4% |
| MCD McDonald's Corp. | 0.33% | 1,872 | $585K | Reduce -22.9% |
Lines left out (2) · $273 — a value with no share or principal amount
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $179.2M.
Portfolio Sells Q4 2024 → Q1 2025
| AMD Advanced Micro Devices | Reduce -100.0% | 0.00% | −0.82 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.78 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.70 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.67 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.37 |
| FSLR First Solar Inc. | Reduce -27.7% | 0.33% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -1.7% | 1.76% | −0.17 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.14 |
| GCT Gigacloud Technology Inc. Class A | Sold out | 0.00% | −0.13 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.12 |
| RPM RPM International Inc. | Reduce -14.9% | 0.59% | −0.10 |
| AAPL Apple Inc. | Reduce -3.3% | 1.07% | −0.10 |
| MSFT Microsoft Corp. | Reduce -0.3% | 1.66% | −0.09 |
| EQIX Equinix Inc. | Reduce -1.9% | 0.82% | −0.08 |
| WTBA West Bancorporation | Reduce -1.3% | 2.92% | −0.08 |
| PANW Palo Alto Networks Inc. | Reduce -6.9% | 1.07% | −0.08 |
| CAT Caterpillar Inc. | Reduce -2.5% | 1.28% | −0.07 |
| KNX Knight-Swift Transportation | Reduce -0.4% | 0.44% | −0.06 |
| XBI SS SPDR S&P Biotech ETF | Reduce -3.1% | 0.84% | −0.06 |
| NXPI NXP Semiconductors NV | Reduce -3.7% | 0.77% | −0.05 |
| MCD McDonald's Corp. | Reduce -22.9% | 0.33% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -4.6% | 0.20% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -12.2% | 0.22% | −0.04 |
| STZ Constellation Brands Inc. Class A | Reduce -6.2% | 0.18% | −0.04 |
| BLK BlackRock Inc. | Reduce -2.9% | 0.80% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -20.6% | 0.12% | −0.03 |
| LIN Linde PLC | Sold out | 0.00% | −0.03 |
| J Jacobs Solutions Inc. | Reduce -2.1% | 0.54% | −0.03 |
| DAR Darling Ingredients Inc. | Reduce -44.8% | 0.03% | −0.03 |
| CAH Cardinal Health Inc. | Reduce -69.9% | 0.02% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.0% | 0.30% | −0.03 |
| AMTM Amentum Holdings Inc. | Reduce -18.7% | 0.07% | −0.02 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -7.7% | 0.33% | −0.02 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.02 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -64.3% | 0.02% | −0.02 |
| WDAY Workday Inc. Class A | Reduce -0.9% | 0.39% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -99.4% | 0.00% | −0.02 |
| BAM Brookfield Asset Mgmt-A | Reduce -33.3% | 0.02% | −0.01 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -31.0% | 0.04% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -3.3% | 0.06% | −0.01 |
| AVB Avalonbay Communities Inc. | Reduce -40.0% | 0.02% | −0.01 |
| EMR Emerson Electric Co. | Reduce -27.1% | 0.02% | −0.01 |
| VMRK Vivmark Residential | Reduce -40.1% | 0.02% | −0.01 |
| UPS United Parcel Service Class B | Reduce -2.9% | 0.10% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -10.7% | 0.09% | −0.01 |
| PSX Phillips 66 | Sold out | 0.00% | −0.01 |
| QRVO Qorvo Inc. | Reduce -13.2% | 0.24% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VRTX Vertex Pharmaceuticals Inc. | Add +1005.2% | 0.63% | +0.59 |
| PLTR Palantir Technologies Inc. Class A | Add +2.8% | 2.76% | +0.51 |
| VST Vistra Corp. | Add +7775.0% | 0.52% | +0.51 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.0% | 2.16% | +0.51 |
| SNOW Snowflake Inc. | Add +4376.4% | 0.39% | +0.38 |
| TEM Tempus AI Inc. Class A | New | 0.32% | +0.32 |
| META Meta Platforms Inc. Class A | Add +94.6% | 0.56% | +0.29 |
| AXON Axon Enterprise Inc. | Add +46.8% | 1.00% | +0.28 |
| LLY Eli Lilly & Co. | Add +2.2% | 1.60% | +0.23 |
| VXUS Vanguard Total Intl Stock | Add +19.3% | 0.87% | +0.22 |
| NFG National Fuel Gas Co. | Add +0.0% | 0.78% | +0.22 |
| DE Deere & Co. | Add +1.8% | 1.06% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +6.8% | 1.25% | +0.18 |
| CVX Chevron Corp. | Add +2.3% | 0.83% | +0.17 |
| WMT Walmart Inc. | Add +5.9% | 1.77% | +0.16 |
| XOM Exxon Mobil Corp. | Add +2.7% | 0.89% | +0.16 |
| IJH iShares Core S&P Midcap ETF | Add +76.0% | 0.34% | +0.15 |
| IEMG iShares Core MSCI Emerging | Add +14.0% | 0.66% | +0.14 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Add +2.8% | 1.42% | +0.14 |
| COST Costco Wholesale Corp. | Add +0.1% | 1.41% | +0.14 |
| BNY Bank of New York Mellon Corp. | Add +2.8% | 0.79% | +0.13 |
| IWO iShares Russell 2000 Growth | Add +20.0% | 1.03% | +0.13 |
| EFA iShares MSCI Eafe ETF | Add +0.4% | 0.73% | +0.10 |
| MDLZ Mondelez International Inc. Class A | Add +3.9% | 0.45% | +0.09 |
| VLO Valero Energy Corp. | Add +0.1% | 0.70% | +0.09 |
| JCI Johnson Controls Internation | Add +0.0% | 1.06% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +10.7% | 0.45% | +0.08 |
| CTRE Caretrust REIT Inc. | Add +8.6% | 0.42% | +0.08 |
| CME Cme Group Inc. | Add +6.9% | 0.32% | +0.08 |
| GEHC GE Healthcare Technology | Add +1.1% | 0.71% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +99.6% | 0.14% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +4.1% | 1.13% | +0.06 |
| UNP Union Pacific Corp. | Add +5.1% | 0.42% | +0.06 |
| NDAQ Nasdaq Inc. | Add +2.7% | 0.76% | +0.06 |
| FCX Freeport-McMoran Inc. | Add +2.6% | 0.65% | +0.05 |
| RIO Rio Tinto PLC-Spon ADR | Add +6.2% | 0.39% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.6% | 0.77% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +5.7% | 0.62% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +8.4% | 1.03% | +0.05 |
| IWR iShares Russell Mid-Cap ETF | Add +2.2% | 0.88% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +0.2% | 0.32% | +0.04 |
| OKLO Oklo Inc. | Add +1.1% | 0.44% | +0.04 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +4.5% | 0.39% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.1% | 0.24% | +0.03 |
| SGOL Abrdn Physical Gold Shares | Add +3.4% | 0.14% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +92.9% | 0.05% | +0.03 |
| HD Home Depot Inc. | Add +1.6% | 1.11% | +0.03 |
| INDA iShares MSCI India ETF | Add +1.5% | 0.45% | +0.03 |
| TTE Totalenergies SE -Spon ADR | Add +707.1% | 0.03% | +0.03 |
| SCHM Schwab US Mid Cap ETF | Add +2.7% | 0.67% | +0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |