Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Legacy Bridge, LLC Stock Portfolio

Legacy Bridge, LLC Performance:
2025 Q4: -1.38%YTD: 23.29%2024: 14.18%
Performance for 2025 Q4 is -1.38%, and YTD is 23.29%, and 2024 is 14.18%.

About Legacy Bridge, LLC and 13F Hedge Fund Stock Holdings

Legacy Bridge, LLC is a hedge fund based in WEST DES MOINES, IA. On 07-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $292.6 Millions. In it's latest 13F Holdings report, Legacy Bridge, LLC reported an equity portfolio of $246.4 Millions as of 31 Dec, 2025.

The top stock holdings of Legacy Bridge, LLC are NVDA, PLTR, . The fund has invested 4.9% of it's portfolio in NVIDIA CORPORATION and 4.2% of portfolio in PALANTIR TECHNOLOGIES INC.

The fund managers got completely rid off TOTALENERGIES SE, VANGUARD INDEX FDS (VB) and CONFLUENT INC (CFLT) stocks. They significantly reduced their stock positions in ON HLDG AG, OREILLY AUTOMOTIVE INC (ORLY) and BROADCOM INC (AVGO). Legacy Bridge, LLC opened new stock positions in CITIGROUP INC (C), IREN LIMITED and PHILIP MORRIS INTL INC (PM). The fund showed a lot of confidence in some stocks as they added substantially to AT&T INC (T), SCHWAB CHARLES CORP (SCHW) and LINDE PLC (LIN).

Legacy Bridge, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy Bridge, LLC made a return of -1.38% in the last quarter. In trailing 12 months, it's portfolio return was 23.29%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
citigroup inc56,128
iren limited50,990
philip morris intl inc34,968
salesforce inc27,286
booking holdings inc26,777
intel corp25,683
cisco sys inc23,109
international business machs22,216
New stocks bought by Legacy Bridge, LLC

Additions

Ticker% Inc.
at&t inc14,433
schwab charles corp5,650
linde plc3,900
abbvie inc3,800
ge aerospace3,375
visa inc3,050
rtx corporation1,437
netflix inc1,082
Additions to existing portfolio by Legacy Bridge, LLC

Reductions

Ticker% Reduced
on hldg ag-96.59
oreilly automotive inc-40.00
broadcom inc-26.9
pepsico inc-22.22
ishares tr-21.86
vanguard index fds-17.19
ishares tr-16.24
lockheed martin corp-16.08
Legacy Bridge, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-73,203
totalenergies se-65,600
confluent inc-7,920
rubrik inc.-13,160
vanguard index fds-20,934
rocket lab corp-1,677
ast spacemobile inc-1,473
uber technologies inc-1,176
Legacy Bridge, LLC got rid off the above stocks

Sector Distribution

Legacy Bridge, LLC has about 29.8% of it's holdings in Others sector.

Sector%
Others29.8
Technology24.1
Industrials12.8
Financial Services8.1
Consumer Cyclical5.8
Healthcare5.3
Energy3.8
Consumer Defensive3.6
Communication Services3
Real Estate1.6
Utilities1.4

Market Cap. Distribution

Legacy Bridge, LLC has about 60.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP35.3
UNALLOCATED29.8
MEGA-CAP24.8
MID-CAP6.1
SMALL-CAP4

Stocks belong to which Index?

About 61.1% of the stocks held by Legacy Bridge, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50053
Others38.9
RUSSELL 20008.1
Top 5 Winners (%)%
LLY
eli lilly & co
39.6 %
KNX
knight-swift transn hldgs in
32.3 %
MDB
mongodb inc
31.8 %
COMP
compass inc
31.6 %
MU
micron technology inc
31.3 %
Top 5 Winners ($)$
LLY
eli lilly & co
1.2 M
celestica inc
0.9 M
CAT
caterpillar inc
0.7 M
GOOG
alphabet inc
0.7 M
ISRG
intuitive surgical inc
0.5 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.5 %
NOW
servicenow inc
-75.0 %
TPL
texas pacific land corporati
-60.0 %
XLB
select sector spdr tr
-42.3 %
ALCC
oklo inc
-35.7 %
Top 5 Losers ($)$
NOW
servicenow inc
-2.6 M
NFLX
netflix inc
-1.9 M
ALCC
oklo inc
-1.5 M
LEU
centrus energy corp
-0.7 M
STRL
sterling infrastructure inc
-0.6 M

Legacy Bridge, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legacy Bridge, LLC

Legacy Bridge, LLC has 461 stocks in it's portfolio. About 27.5% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Legacy Bridge, LLC last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions