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Latest Legacy Bridge, LLC Stock Portfolio

Legacy Bridge, LLC Performance:
2025 Q3: 8.25%YTD: 19.33%2024: 17.65%
Performance for 2025 Q3 is 8.25%, and YTD is 19.33%, and 2024 is 17.65%.

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 $240.3 Millions as of 30 Sep, 2025.

The top stock holdings of Legacy Bridge, LLC are NVDA, PLTR, AVGO. The fund has invested 4.8% of it's portfolio in NVIDIA CORPORATION and 4.4% of portfolio in PALANTIR TECHNOLOGIES INC.

The fund managers got completely rid off VERTEX PHARMACEUTICALS INC (VRTX), FIRST SOLAR INC (FSLR) and SKECHERS U S A INC (SKX) stocks. They significantly reduced their stock positions in VERTIV HOLDINGS CO (VRT), UNITED PARCEL SERVICE INC (UPS) and CARDINAL HEALTH INC (CAH). Legacy Bridge, LLC opened new stock positions in ESCO TECHNOLOGIES INC (ESE), CELSIUS HLDGS INC (CELH) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to IONQ INC (IONQ), NEBIUS GROUP N.V. (YNDX) and ON HLDG AG.

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

Our best estimate is that Legacy Bridge, LLC made a return of 8.25% in the last quarter. In trailing 12 months, it's portfolio return was 20.38%.

New Buys

Ticker$ Bought
esco technologies inc1,083,210
celsius hldgs inc980,320
spdr index shs fds281,773
schwab strategic tr184,587
vanguard index fds167,384
schwab strategic tr139,256
spdr index shs fds63,241
lennar corp27,099
New stocks bought by Legacy Bridge, LLC

Additions

Ticker% Inc.
ionq inc4,175
nebius group n.v.2,910
on hldg ag2,739
amphenol corp new2,000
vanguard index fds758
rtx corporation700
ishares inc444
astera labs inc442
Additions to existing portfolio by Legacy Bridge, LLC

Reductions

Ticker% Reduced
vertiv holdings co-21.75
united parcel service inc-11.51
cardinal health inc-10.00
knight-swift transn hldgs in-9.41
dow inc-8.49
j p morgan exchange traded f-5.11
conocophillips-4.67
spdr series trust-4.17
Legacy Bridge, LLC reduced stake in above stock

Sold off

Ticker$ Sold
skechers u s a inc-427,061
first solar inc-772,907
vertex pharmaceuticals inc-1,038,210
newmont corp-13,109
halliburton co-2,038
Legacy Bridge, LLC got rid off the above stocks

Sector Distribution

Legacy Bridge, LLC has about 29.7% of it's holdings in Others sector.

Sector%
Others29.7
Technology24.8
Industrials13.2
Financial Services7.5
Consumer Cyclical6.1
Healthcare4.4
Energy4.2
Consumer Defensive3.7
Communication Services2.6
Real Estate1.7
Utilities1.5

Market Cap. Distribution

Legacy Bridge, LLC has about 59% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP35
UNALLOCATED29.7
MEGA-CAP24
MID-CAP7
SMALL-CAP4.3

Stocks belong to which Index?

About 60.6% of the stocks held by Legacy Bridge, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50051.6
Others39.5
RUSSELL 20009
Top 5 Winners (%)%
APP
applovin corp
105.3 %
MP
mp materials corp
93.2 %
LEU
centrus energy corp
68.7 %
MDB
mongodb inc
47.8 %
STRL
sterling infrastructure inc
47.2 %
Top 5 Winners ($)$
PLTR
palantir technologies inc
2.7 M
STRL
sterling infrastructure inc
2.0 M
NVDA
nvidia corporation
1.7 M
ANET
arista networks inc
1.7 M
AVGO
broadcom inc
1.6 M
Top 5 Losers (%)%
SHAK
shake shack inc
-33.4 %
CFLT
confluent inc
-20.6 %
DAR
darling ingredients inc
-18.6 %
CARR
carrier global corporation
-18.4 %
NSIT
insight enterprises inc
-17.9 %
Top 5 Losers ($)$
AXON
axon enterprise inc
-0.4 M
ISRG
intuitive surgical inc
-0.4 M
NSIT
insight enterprises inc
-0.3 M
DE
deere & co
-0.2 M
COST
costco whsl corp new
-0.2 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 308 stocks in it's portfolio. About 28.7% of the portfolio is in top 10 stocks. AXON proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Legacy Bridge, LLC last quarter.

Last Reported on: 12 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions