AI Portfolio Summary
In 2025 Q4, Legacy Bridge, LLC maintained a portfolio of 474 distinct positions. They heavily accumulated shares in NVIDIA CORPORATION, increasing their position by 4.6%. The fund also reduced its exposure to BROADCOM INC by 26.9%.
Total Positions
474
Quarter
2025 Q4
Top Holding
NVDA (4.9%)
Top 10 Concentration
27.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 474
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.88% | 4.79% |
#1
Prev: #1
|
4.5 | 2,816 | 4.6% |
P
S
|
64,458 | $12,021,418 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 4.24% | 4.45% |
#2
Prev: #2
|
3.7 | 185 | 0.3% |
P
S
|
58,812 | $10,453,833 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GEV
GE VERNOVA INC
|
Industrials | 3.05% | 2.94% |
#3
1
Prev: #4
|
2.7 | 17 | 0.1% |
P
S
|
11,495 | $7,512,788 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 3.05% | 4.07% |
#4
1
Prev: #3
|
1.7 | -7,978 | -26.9% |
P
S
|
21,683 | $7,504,487 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STRL
STERLING INFRAS...
|
Industrials | 2.29% | 2.58% |
#5
Prev: #5
|
1.9 | 177 | 1.0% |
P
S
|
18,438 | $5,646,269 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WTBA
WEST BANCORPORA...
|
Financial Services | 2.29% | 2.15% |
#6
1
Prev: #7
|
1.9 | no change | no change |
P
S
|
254,401 | $5,645,159 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLS
CELESTICA INC
|
Technology | 2.22% | 1.90% |
#7
1
Prev: #8
|
1.4 | -88 | -0.5% |
P
S
|
18,487 | $5,464,943 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 2.04% | 2.32% |
#8
2
Prev: #6
|
1.3 | 93 | 0.2% |
P
S
|
38,387 | $5,029,849 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.73% | 1.77% |
#9
Prev: #9
|
2.7 | 556 | 6.8% |
P
S
|
8,789 | $4,250,537 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.71% | 1.43% |
#10
5
Prev: #15
|
1.2 | 163 | 2.3% |
P
S
|
7,365 | $4,219,188 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.71% | 1.59% |
#11
1
Prev: #12
|
1.2 | 844 | 4.9% |
P
S
|
18,228 | $4,207,387 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.68% | 1.17% |
#12
8
Prev: #20
|
1.2 | 172 | 4.7% |
P
S
|
3,862 | $4,150,415 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.67% | 1.54% |
#13
Prev: #13
|
1.2 | 1,023 | 2.8% |
P
S
|
36,986 | $4,120,611 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.61% | 1.60% |
#14
3
Prev: #11
|
1.1 | 253 | 3.3% |
P
S
|
7,902 | $3,971,941 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.38% | 1.28% |
#15
2
Prev: #17
|
1.1 | 170 | 1.5% |
P
S
|
11,200 | $3,403,568 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.28% | 0.97% |
#16
10
Prev: #26
|
2.5 | 517 | 5.4% |
P
S
|
10,083 | $3,164,046 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.26% | 1.20% |
#17
1
Prev: #18
|
2.5 | 514 | 5.6% |
P
S
|
9,657 | $3,111,679 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.25% | 1.20% |
#18
1
Prev: #19
|
1.0 | -24 | -0.1% |
P
S
|
19,049 | $3,086,129 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.23% | 1.48% |
#19
5
Prev: #14
|
1.0 | 2 | 0.0% |
P
S
|
9,528 | $3,034,764 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JCI
JOHNSON CTLS IN...
|
Industrials | 1.13% | 1.06% |
#20
2
Prev: #22
|
1.0 | -83 | -0.4% |
P
S
|
23,159 | $2,773,291 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 1.12% | 1.00% |
#21
4
Prev: #25
|
0.9 | -24 | -0.8% |
P
S
|
3,147 | $2,766,088 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OKLO
OKLO INC
|
Utilities | 1.11% | 1.77% |
#22
12
Prev: #10
|
0.9 | 93 | 0.2% |
P
S
|
38,135 | $2,736,568 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LEU
CENTRUS ENERGY ...
|
Energy | 1.03% | 1.33% |
#23
7
Prev: #16
|
0.9 | 128 | 1.2% |
P
S
|
10,461 | $2,539,513 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.02% | 0.86% |
#24
7
Prev: #31
|
2.4 | 1,171 | 14.5% |
P
S
|
9,253 | $2,515,521 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PREF
PRINCIPAL EXCHA...
|
Preferred | 0.97% | 1.03% |
#25
2
Prev: #23
|
0.9 | -3,740 | -2.9% |
P
S
|
125,605 | $2,395,288 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWO
ISHARES TR
|
ETF | 0.96% | 0.96% |
#26
1
Prev: #27
|
0.9 | 100 | 1.4% |
P
S
|
7,332 | $2,368,344 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.95% | 0.75% |
#27
15
Prev: #42
|
0.9 | 78 | 1.9% |
P
S
|
4,112 | $2,328,873 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.94% | 1.03% |
#28
4
Prev: #24
|
0.9 | 12 | 0.5% |
P
S
|
2,675 | $2,306,760 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.89% | 0.81% |
#29
7
Prev: #36
|
0.9 | 45 | 2.2% |
P
S
|
2,061 | $2,204,982 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 0.89% | 0.90% |
#30
Prev: #30
|
0.9 | -65 | -0.7% |
P
S
|
8,914 | $2,194,271 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.85% | 0.84% |
#31
1
Prev: #32
|
0.8 | -182 | -0.5% |
P
S
|
33,629 | $2,100,804 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 0.84% | 1.10% |
#32
11
Prev: #21
|
0.8 | -31 | -0.8% |
P
S
|
3,653 | $2,074,649 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.84% | 0.95% |
#33
5
Prev: #28
|
0.8 | -23 | -0.2% |
P
S
|
11,236 | $2,069,672 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 0.83% | 0.63% |
#34
20
Prev: #54
|
2.8 | 7,385 | 32.1% |
P
S
|
30,418 | $2,044,722 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BK
BANK NEW YORK M...
|
Financial Services | 0.83% | 0.76% |
#35
5
Prev: #40
|
0.8 | 758 | 4.5% |
P
S
|
17,596 | $2,042,720 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.79% | 0.92% |
#36
7
Prev: #29
|
0.8 | 247 | 4.5% |
P
S
|
5,689 | $1,957,585 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.78% | 0.78% |
#37
1
Prev: #38
|
0.8 | 5 | 0.0% |
P
S
|
25,364 | $1,913,426 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.77% | 0.83% |
#38
5
Prev: #33
|
0.8 | -65 | -0.8% |
P
S
|
7,915 | $1,908,782 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DE
DEERE & CO
|
Industrials | 0.74% | 0.76% |
#39
Prev: #39
|
0.8 | -76 | -1.9% |
P
S
|
3,941 | $1,834,812 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWR
ISHARES TR
|
ETF | 0.73% | 0.76% |
#40
1
Prev: #41
|
0.8 | -70 | -0.4% |
P
S
|
18,724 | $1,802,560 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NDAQ
NASDAQ INC
|
Financial Services | 0.72% | 0.67% |
#41
10
Prev: #51
|
0.8 | 195 | 1.1% |
P
S
|
18,275 | $1,775,051 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WSM
WILLIAMS SONOMA...
|
Consumer Cyclical | 0.72% | 0.82% |
#42
8
Prev: #34
|
0.8 | -175 | -1.7% |
P
S
|
9,921 | $1,771,792 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWN
ISHARES TR
|
ETF | 0.69% | 0.69% |
#43
1
Prev: #44
|
0.8 | -95 | -1.0% |
P
S
|
9,335 | $1,691,596 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.68% | 0.67% |
#44
3
Prev: #47
|
0.8 | 41 | 0.4% |
P
S
|
9,781 | $1,673,041 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.68% | 0.64% |
#45
8
Prev: #53
|
0.8 | 203 | 1.5% |
P
S
|
13,835 | $1,664,904 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSCO
TRACTOR SUPPLY ...
|
Consumer Cyclical | 0.66% | 0.78% |
#46
9
Prev: #37
|
0.8 | -350 | -1.1% |
P
S
|
32,490 | $1,624,825 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HPE
HEWLETT PACKARD...
|
Technology | 0.65% | 0.68% |
#47
1
Prev: #46
|
0.8 | 175 | 0.3% |
P
S
|
66,505 | $1,597,451 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.64% | 0.59% |
#48
12
Prev: #60
|
0.8 | -51 | -0.6% |
P
S
|
8,867 | $1,574,159 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.63% | 0.71% |
#49
6
Prev: #43
|
0.8 | -21 | -1.4% |
P
S
|
1,449 | $1,550,923 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWS
ISHARES TR
|
ETF | 0.63% | 0.63% |
#50
6
Prev: #56
|
0.8 | 169 | 1.6% |
P
S
|
10,950 | $1,544,498 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 474 holdings