Legacy Bridge, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Legacy Bridge, LLC reported 303 stock positions worth $210.7 million. Its top holding was Nvidia (NVDA) at 4.6% of the portfolio, followed by Broadcom (AVGO, 3.9%) and Palantir Technologies Class A (PLTR, 3.7%). Compared with Q1 2025, it opened 30 new positions, sold out of 44, added to 48 and reduced 82. The biggest buy was Broadcom (AVGO, shares +4%) and the biggest sale an exit from Accenture Class A (ACN).

Most Recent 13F
Q2 2026
Location
WEST DES MOINES, IA
CIK
0001689144
Portfolio Value
$210.7M (Q2 2025)
SEC Filing
0001689144-25-000003 ↗ filed Aug 6, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $170.9M Q1 2024 Q2 2024: $169.6M Q2 2024 Q3 2024: $185.7M Q3 2024 Q4 2024: $191.8M Q4 2024 Q1 2025: $179.2M Q1 2025 Q2 2025: $210.7M $210.7M Q2 2025 Q3 2025: $240.3M Q3 2025 Q4 2025: $246.4M Q4 2025 Q1 2026: $262.2M Q1 2026 Q2 2026: $323.8M Q2 2026

Holdings 303 stocks · $210.7M
NVDA Nvidia Corp. 4.58% 61,144 $9.7M Add +5.3%
AVGO Broadcom Inc. 3.91% 29,916 $8.2M Add +4.1%
PLTR Palantir Technologies Inc. Class A 3.73% 57,605 $7.9M Reduce -1.7%
GEV GE Vernova Inc. 2.86% 11,405 $6.0M Add +2.1%
WTBA West Bancorporation 2.42% 259,501 $5.1M Reduce -1.1%
STRL Sterling Infrastructure Inc. 2.00% 18,261 $4.2M Reduce -2.5%
MSFT Microsoft Corp. 1.87% 7,920 $3.9M Reduce -0.1%
ANET Arista Networks Inc. 1.86% 38,294 $3.9M No change
BRK.B Berkshire Hathaway Inc. Class B 1.76% 7,615 $3.7M Add +5.0%
AMZN Amazon.com Inc. 1.75% 16,765 $3.7M Add +1.1%
WMT Walmart Inc. 1.67% 36,013 $3.5M Reduce -0.6%
ETN Eaton Corp. PLC 1.62% 9,588 $3.4M No change
VRT Vertiv Holdings Co. Class A 1.49% 24,373 $3.1M Add +3.4%
AXON Axon Enterprise Inc. 1.45% 3,684 $3.1M Add +7.9%
CLS Celestica Inc. 1.39% 18,735 $2.9M No change
CAT Caterpillar Inc. 1.34% 7,272 $2.8M Add +4.3%
LLY Eli Lilly & Co. 1.34% 3,611 $2.8M Add +4.3%
JPM JPMorgan Chase & Co. 1.25% 9,115 $2.6M No change
COST Costco Wholesale Corp. 1.25% 2,658 $2.6M Reduce -0.2%
TSM Taiwan Semiconductor-SP ADR 1.20% 11,178 $2.5M Add +0.1%
JCI Johnson Controls Internation 1.19% 23,672 $2.5M Reduce -0.0%
PREF Pri Spe Pre Sec Acti-Usd Inc. 1.17% 130,360 $2.5M Reduce -4.5%
PANW Palo Alto Networks Inc. 1.09% 11,259 $2.3M Reduce -0.2%
PH Parker Hannifin Corp. 1.06% 3,194 $2.2M Reduce -0.8%
ISRG Intuitive Surgical Inc. 1.05% 4,090 $2.2M No change
OKLO Oklo Inc. 1.00% 37,520 $2.1M Add +2.9%
IWO iShares Russell 2000 Growth 0.98% 7,203 $2.1M Reduce -0.0%
DE Deere & Co. 0.98% 4,047 $2.1M Reduce -0.5%
HD Home Depot Inc. 0.95% 5,432 $2.0M Add +0.3%
VEA Vanguard Ftse Developed ETF 0.91% 33,704 $1.9M Add +2.7%
IWM iShares Russell 2000 ETF 0.91% 8,894 $1.9M Reduce -3.9%
LEU Centrus Energy Corp. Class A 0.89% 10,279 $1.9M Reduce -1.0%
LOW Lowe's Cos Inc. 0.85% 8,110 $1.8M Reduce -0.3%
TSCO Tractor Supply Company 0.82% 32,890 $1.7M No change
VXUS Vanguard Total Intl Stock 0.82% 25,059 $1.7M Add +0.0%
IWR iShares Russell Mid-Cap ETF 0.82% 18,694 $1.7M Add +1.4%
GOOG Alphabet Inc. Class C 0.81% 9,630 $1.7M Reduce -1.0%
WSM Williams-Sonoma Inc. 0.79% 10,196 $1.7M Reduce -1.9%
AAPL Apple Inc. 0.79% 8,092 $1.7M Reduce -6.3%
DLR Digital Realty Trust Inc. 0.78% 9,420 $1.6M Reduce -2.8%
ASML ASML Holding NV-NY Reg SHS 0.77% 2,016 $1.6M Reduce -3.4%
NDAQ Nasdaq Inc. 0.77% 18,060 $1.6M No change
QCOM Qualcomm Inc. 0.75% 9,940 $1.6M Reduce -2.2%
BLK BlackRock Inc. 0.74% 1,492 $1.6M Reduce -0.9%
TMUS T-Mobile US Inc. 0.74% 6,560 $1.6M Reduce -5.3%
NXPI NXP Semiconductors NV 0.73% 7,041 $1.5M Reduce -3.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.73% 16,788 $1.5M No change
BSX Boston Scientific Corp. 0.71% 14,023 $1.5M No change
NFG National Fuel Gas Co. 0.71% 17,667 $1.5M No change
VST Vistra Corp. 0.71% 7,710 $1.5M Reduce -2.1%
NSIT Insight Enterprises Inc. 0.71% 10,815 $1.5M Reduce -1.6%
IWN iShares Russell 2000 Value E 0.71% 9,430 $1.5M Reduce -3.1%
XOM Exxon Mobil Corp. 0.70% 13,713 $1.5M Add +2.7%
IWS iShares Russell Mid-Cap Valu 0.68% 10,781 $1.4M No change
EQIX Equinix Inc. 0.65% 1,734 $1.4M Reduce -3.3%
EFA iShares MSCI Eafe ETF 0.65% 15,409 $1.4M Reduce -3.9%
HPE Hewlett Packard Enterprise 0.65% 66,940 $1.4M Reduce -3.5%
SCHM Schwab US Mid Cap ETF 0.63% 47,021 $1.3M Add +2.2%
IEMG iShares Core MSCI Emerging 0.62% 21,807 $1.3M Reduce -0.1%
FCX Freeport-McMoran Inc. 0.62% 30,112 $1.3M Reduce -2.2%
PWR Quanta Services Inc. 0.62% 3,442 $1.3M New
META Meta Platforms Inc. Class A 0.61% 1,736 $1.3M Add +0.1%
VLO Valero Energy Corp. 0.60% 9,442 $1.3M No change
CVX Chevron Corp. 0.60% 8,858 $1.3M No change
MS Morgan Stanley 0.60% 8,918 $1.3M Reduce -7.7%
SYK Stryker Corp. 0.54% 2,886 $1.1M Reduce -1.0%
AVAV Aerovironment Inc. 0.54% 4,001 $1.1M Add +1.9%
NOW ServiceNow Inc. 0.54% 1,098 $1.1M Reduce -0.4%
GEHC GE Healthcare Technology 0.53% 15,200 $1.1M Reduce -4.1%
FITB Fifth Third Bancorp 0.52% 26,782 $1.1M New
SNOW Snowflake Inc. 0.52% 4,913 $1.1M Add +3.5%
DHR Danaher Corp. 0.50% 5,368 $1.1M Reduce -5.2%
VRTX Vertex Pharmaceuticals Inc. 0.49% 2,332 $1.0M No change
J Jacobs Solutions Inc. 0.49% 7,799 $1.0M Reduce -3.1%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.45% 68,790 $944K No change
VWO Vanguard Ftse Emerging Marke 0.44% 18,833 $931K Add +5.0%
XBI SS SPDR S&P Biotech ETF 0.43% 10,909 $905K Reduce -41.2%
TMO Thermo Fisher Scientific Inc. 0.42% 2,186 $886K Reduce -2.8%
IWP iShares Russell Mid-Cap Grow 0.42% 6,309 $875K Reduce -7.3%
CCJ Cameco Corp. 0.40% 11,408 $847K Add +5.9%
NEE Nextera Energy Inc. 0.40% 12,165 $844K Add +2.4%
INDA iShares MSCI India ETF 0.40% 15,149 $843K Reduce -2.3%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.40% 15,265 $838K No change
JEPI JPMorgan Equity Premium Inco 0.40% 14,646 $833K Reduce -12.1%
MDLZ Mondelez International Inc. Class A 0.38% 12,008 $810K No change
CTRE Caretrust REIT Inc. 0.38% 25,927 $793K Reduce -2.3%
TEM Tempus AI Inc. Class A 0.37% 12,240 $778K Add +1.5%
GS Goldman Sachs Group Inc. 0.37% 1,098 $777K No change
FSLR First Solar Inc. 0.37% 4,669 $773K Reduce -1.5%
NXT Nextpower Inc. filed as NEXTRACKER INC 0.35% 13,400 $729K Reduce -3.6%
PFE Pfizer Inc. 0.34% 29,908 $725K New
UNP Union Pacific Corp. 0.34% 3,145 $724K Reduce -1.4%
PG The Procter & Gamble Co. 0.33% 4,401 $701K Reduce -6.4%
VOO Vanguard S&P 500 ETF 0.33% 1,214 $690K Add +1.4%
RIO Rio Tinto PLC-Spon ADR 0.32% 11,680 $681K Add +1.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.32% 5,423 $670K No change
VTWO Vanguard Russell 2000 ETF 0.31% 7,552 $659K Reduce -35.3%
SCHF Schwab Intl Equity ETF 0.31% 29,376 $649K No change
TM Toyota Motor Corp. -Spon ADR 0.30% 3,726 $642K Reduce -3.7%
IJH iShares Core S&P Midcap ETF 0.30% 10,263 $637K Reduce -1.5%

Show all 303 holdings

Portfolio Sells Q1 2025 → Q2 2025
ACN Accenture PLC Class A Sold out 0.00% −0.60
ITW Illinois Tool Works Sold out 0.00% −0.60
RPM RPM International Inc. Sold out 0.00% −0.59
WTBA West Bancorporation Reduce -1.1% 2.42% −0.50
KWEB Kranesh Csi China Internet Sold out 0.00% −0.46
XBI SS SPDR S&P Biotech ETF Reduce -41.2% 0.43% −0.41
KNX Knight-Swift Transportation Reduce -86.8% 0.05% −0.39
TMUS T-Mobile US Inc. Reduce -5.3% 0.74% −0.29
AAPL Apple Inc. Reduce -6.3% 0.79% −0.28
PREF Pri Spe Pre Sec Acti-Usd Inc. Reduce -4.5% 1.17% −0.25
VTWO Vanguard Russell 2000 ETF Reduce -35.3% 0.31% −0.21
NSIT Insight Enterprises Inc. Reduce -1.6% 0.71% −0.21
LOW Lowe's Cos Inc. Reduce -0.3% 0.85% −0.20
TMO Thermo Fisher Scientific Inc. Reduce -2.8% 0.42% −0.20
GEHC GE Healthcare Technology Reduce -4.1% 0.53% −0.18
EQIX Equinix Inc. Reduce -3.3% 0.65% −0.16
COST Costco Wholesale Corp. Reduce -0.2% 1.25% −0.16
DHR Danaher Corp. Reduce -5.2% 0.50% −0.14
JEPI JPMorgan Equity Premium Inco Reduce -12.1% 0.40% −0.14
QRVO Qorvo Inc. Reduce -56.9% 0.10% −0.14
WSM Williams-Sonoma Inc. Reduce -1.9% 0.79% −0.13
IWM iShares Russell 2000 ETF Reduce -3.9% 0.91% −0.12
QCOM Qualcomm Inc. Reduce -2.2% 0.75% −0.12
PG The Procter & Gamble Co. Reduce -6.4% 0.33% −0.11
WDAY Workday Inc. Class A Reduce -19.0% 0.28% −0.11
IWN iShares Russell 2000 Value E Reduce -3.1% 0.71% −0.11
WMT Walmart Inc. Reduce -0.6% 1.67% −0.10
DE Deere & Co. Reduce -0.5% 0.98% −0.09
IGSB iShares 1-5Y Inv Grade Corp. Reduce -15.6% 0.22% −0.08
EFA iShares MSCI Eafe ETF Reduce -3.9% 0.65% −0.08
UNP Union Pacific Corp. Reduce -1.4% 0.34% −0.08
TM Toyota Motor Corp. -Spon ADR Reduce -3.7% 0.30% −0.08
AMTM Amentum Holdings Inc. Sold out 0.00% −0.07
MCD McDonald's Corp. Reduce -0.1% 0.26% −0.07
SYK Stryker Corp. Reduce -1.0% 0.54% −0.06
CME Cme Group Inc. Reduce -8.3% 0.26% −0.06
J Jacobs Solutions Inc. Reduce -3.1% 0.49% −0.06
BLK BlackRock Inc. Reduce -0.9% 0.74% −0.05
IWO iShares Russell 2000 Growth Reduce -0.0% 0.98% −0.05
CTRE Caretrust REIT Inc. Reduce -2.3% 0.38% −0.05
INDA iShares MSCI India ETF Reduce -2.3% 0.40% −0.05
LMT Lockheed Martin Corp. Reduce -14.4% 0.14% −0.04
NXPI NXP Semiconductors NV Reduce -3.4% 0.73% −0.04
GOOG Alphabet Inc. Class C Reduce -1.0% 0.81% −0.04
IJH iShares Core S&P Midcap ETF Reduce -1.5% 0.30% −0.04
ABT Abbott Laboratories Reduce -4.7% 0.18% −0.04
IEMG iShares Core MSCI Emerging Reduce -0.1% 0.62% −0.04
PH Parker Hannifin Corp. Reduce -0.8% 1.06% −0.03
MS Morgan Stanley Reduce -7.7% 0.60% −0.03
IWP iShares Russell Mid-Cap Grow Reduce -7.3% 0.42% −0.03

Portfolio Buys Q1 2025 → Q2 2025
AVGO Broadcom Inc. Add +4.1% 3.91% +1.23
NVDA Nvidia Corp. Add +5.3% 4.58% +1.07
GEV GE Vernova Inc. Add +2.1% 2.86% +0.96
PWR Quanta Services Inc. New 0.62% +0.62
OKLO Oklo Inc. Add +2.9% 1.00% +0.56
VRT Vertiv Holdings Co. Class A Add +3.4% 1.49% +0.54
FITB Fifth Third Bancorp New 0.52% +0.52
AXON Axon Enterprise Inc. Add +7.9% 1.45% +0.45
PFE Pfizer Inc. New 0.34% +0.34
AVAV Aerovironment Inc. Add +1.9% 0.54% +0.28
TSM Taiwan Semiconductor-SP ADR Add +0.1% 1.20% +0.17
CCJ Cameco Corp. Add +5.9% 0.40% +0.15
SNOW Snowflake Inc. Add +3.5% 0.52% +0.13
NFLX Netflix Inc. Add +52.3% 0.17% +0.08
CAT Caterpillar Inc. Add +4.3% 1.34% +0.06
META Meta Platforms Inc. Class A Add +0.1% 0.61% +0.05
AMD Advanced Micro Devices Add +35100.0% 0.05% +0.05
TEM Tempus AI Inc. Class A Add +1.5% 0.37% +0.04
IAU iShares Gold Trust Add +259.1% 0.06% +0.04
UDN Invesco DB US Dollar Index B New 0.04% +0.04
NVTS Navitas Semiconductor Corp. New 0.03% +0.03
FXE Invesco Currencyshares Euro New 0.02% +0.02
MU Micron Technology Inc. Add +33.1% 0.05% +0.02
COF Capital One Financial Corp. Add +137.8% 0.03% +0.02
NBIS Nebius Group NV New 0.02% +0.02
NET Cloudflare Inc. Class A New 0.01% +0.01
CRWD CrowdStrike Holdings Inc. Class A Add +0.4% 0.07% +0.01
HOOD Robinhood Markets Inc. Class A New 0.01% +0.01
APP AppLovin Corp. Class A New 0.01% +0.01
MP MP Materials Corp. New 0.01% +0.01
VXF Vanguard Extended Market ETF New 0.01% +0.01
TSLA Tesla Inc. Add +483.3% 0.01% +0.01
RBRK Rubrik Inc. Class A New 0.01% +0.01
DELL Dell Technologies -C New 0.01% +0.01
BX Blackstone Inc. Add +13.4% 0.18% +0.01
ALAB Astera Labs Inc. Add +72.7% 0.01% +0.00
TTE Totalenergies SE -Spon ADR Add +37.5% 0.03% +0.00
UNH Unitedhealth Group Inc. New 0.00% +0.00
V Visa Inc. Class A New 0.00% +0.00
IVES Dan Wedbush AI Rev ETF New 0.00% +0.00
ABBV Abbvie Inc. New 0.00% +0.00
JEPQ JPM Nasdaq Equity Premium New 0.00% +0.00
EZU iShares MSCI Eurozone ETF Add +80.0% 0.00% +0.00
BAC Bank of America Corp. Add +11.0% 0.00% +0.00
KO The Coca-Cola Co. New 0.00% +0.00
DIS The Walt Disney Co. New 0.00% +0.00
GE General Electric New 0.00% +0.00
HON Honeywell International Inc. New 0.00% +0.00
IGV iShares Expanded Tech-Softwa New 0.00% +0.00
PEP Pepsico Inc. New 0.00% +0.00

Notes & Other Activity Q1 2025 → Q2 2025
CMI Cummins Inc. COM Sold out 0 $144before exit
LULU Lululemon Athletica Inc. COM Sold out 0 $129before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 322$323.8MGEV, STRL, NVDA, CAT, AVGO
Q1 2026 320$262.2MNVDA, GEV, PLTR, STRL, AVGO
Q4 2025 464$246.4MNVDA, PLTR, GEV, AVGO, STRL
Q3 2025 312$240.3MNVDA, PLTR, AVGO, GEV, STRL
Q2 2025 303$210.7MNVDA, AVGO, PLTR, GEV, WTBA
Q1 2025 317$179.2MNVDA, WTBA, PLTR, AVGO, BRK.B
Q4 2024 298$191.8MNVDA, AVGO, WTBA, PLTR, ANET
Q3 2024 293$185.7MNVDA, WTBA, AVGO, ANET, MSFT
Q2 2024 286$169.6MNVDA, WTBA, AVGO, MSFT, AMZN
Q1 2024 317$170.9MWTBA, NVDA, AVGO, MSFT, SMCI