SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Legacy Bridge, LLC

CIK 0001689144 · 5810 GRAND AVE., WEST DES MOINES, IA, 50266 · 515-421-4870

Reported Value
$179M
Q1 2025
Positions
319
Filings on Record
31
2019–present window
Filed
May 8, 2025
original filing

Summary

Legacy Bridge, LLC reported $179M in U.S.-listed holdings across 319 positions for Q1 2025.

Its largest position, NVDA, represents 3.5% of the portfolio.

Compared with Q4 2024, the fund opened 39 new positions and exited 18.

Portfolio Metrics

Turnover
+5.8%
vs prior filed quarter
Top-10 Concentration
+22.8%
share of reported value
Largest Position
+3.5%
Nvidia Corporation
New / Exited
39 / 18
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $81MQ4 ’18Q1 ’19: $97MQ2 ’19: $104MQ3 ’19: $105MQ4 ’19: $120MQ4 ’19Q1 ’20: $79MQ2 ’20: $91MQ3 ’20: $110MQ4 ’20: $138MQ4 ’20Q1 ’21: $155MQ2 ’21: $177MQ3 ’21: $173MQ4 ’21: $192MQ4 ’21Q1 ’22: $171MQ2 ’22: $136MQ3 ’22: $125MQ4 ’22: $141MQ4 ’22Q1 ’23: $143MQ2 ’23: $150MQ3 ’23: $140MQ4 ’23: $154MQ4 ’23Q1 ’24: $171MQ2 ’24: $170MQ3 ’24: $186MQ4 ’24: $192MQ4 ’24Q1 ’25: $179MQ2 ’25: $211MQ3 ’25: $240MQ4 ’25: $246MQ4 ’25Q1 ’26: $262Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 72.3%ETP: 18.6%Other: 5.1%REIT: 2.1%ADR: 1.9%
  • Common Stock · 72.3% · $130M
  • ETP · 18.6% · $33M
  • Other · 5.1% · $9M
  • REIT · 2.1% · $4M
  • ADR · 1.9% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TEMTEMPUS AI INCNEW+12.1K12.1K+$581,775$581,775
ALABASTERA LABS INCNEW+110110+$6,564$6,564
VANGUARD SCOTTSDALE FDSNEW+5050+$3,947$3,947
TSLATESLA INCNEW+1212+$3,110$3,110
ETHGRAYSCALE ETHEREUM MINI TR ENEW+2020+$345$345
AEPAMERICAN ELEC PWR CO INCNEW+33+$340$340
INVHINVITATION HOMES INCNEW+55+$181$181
FISFIDELITY NATL INFORMATION SVNEW+22+$181$181

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

47 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ISHARES TRRUSSELL 2000 ETF · RUS 2000 GRW ETF · RUS MID CAP ETF · RUS 2000 VAL ETF3.75%$7M44.6K
2NVDANVIDIA CORPORATIONhistory →COM3.51%$6M58.1K
3WTBAWEST BANCORPORATION INChistory →CAP STK2.92%$5M262.5K
4PLTRPALANTIR TECHNOLOGIES INChistory →CL A2.76%$5M58.6K
5AVGOBROADCOM INChistory →COM2.69%$5M28.8K
6BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW2.16%$4M7.3K
7GEVGE VERNOVA INChistory →COM1.90%$3M11.2K
8WMTWALMART INChistory →COM1.77%$3M36.2K
9AMZNAMAZON COM INChistory →COM1.76%$3M16.6K
10MSFTMICROSOFT CORPhistory →COM1.66%$3M7.9K
11ANETARISTA NETWORKS INChistory →COM SHS1.66%$3M38.3K
12LLYELI LILLY & COhistory →COM1.60%$3M3.5K
13EATON CORP PLCSHS1.45%$3M9.6K
14PRINCIPAL EXCHANGE TRADED FDSPECTRUM PFD1.42%$3M136.5K
15COSTCOSTCO WHSL CORP NEWhistory →COM1.41%$3M2.7K
16CATCATERPILLAR INChistory →COM1.28%$2M7.0K
17JPMJPMORGAN CHASE & CO.history →COM1.25%$2M9.1K
18UAOSTERLING INFRASTRUCTURE INChistory →COM1.18%$2M18.7K
19ISRGINTUITIVE SURGICAL INChistory →COM NEW1.13%$2M4.1K
20HDHOME DEPOT INChistory →COM1.11%$2M5.4K
21PHPARKER-HANNIFIN CORPhistory →COM1.09%$2M3.2K
22PANWPALO ALTO NETWORKS INChistory →COM1.07%$2M11.3K
23AAPLAPPLE INChistory →COM1.07%$2M8.6K
24DEDEERE & COhistory →COM1.06%$2M4.1K
25LOWLOWES COS INChistory →COM1.06%$2M8.1K
26JOHNSON CTLS INTL PLCSHS1.06%$2M23.7K
27TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS1.03%$2M11.2K
28TMUST-MOBILE US INChistory →COM1.03%$2M6.9K
29TSCOTRACTOR SUPPLY COhistory →COM1.01%$2M32.9K
30AXONAXON ENTERPRISE INChistory →COM1.00%$2M3.4K
31VRTVERTIV HOLDINGS COCOM CL A0.95%$2M23.6K
32VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.93%$2M32.8K
33IEIINSIGHT ENTERPRISES INCCOM0.92%$2M11.0K
34WSMWILLIAMS SONOMA INCCOM0.92%$2M10.4K
35EXMOCEXXON MOBIL CORPCOM0.89%$2M13.4K
36QCOMQUALCOMM INCCOM0.87%$2M10.2K
37VANGUARD STAR FDSVG TL INTL STK F0.87%$2M25.1K
38GOOGALPHABET INCCAP STK CL C0.85%$2M9.7K
39SPDR SER TRS&P BIOTECH0.84%$2M18.6K
40CHVCHEVRON CORP NEWCOM0.83%$1M8.9K
41CLSCELESTICA INCCOM0.82%$1M18.7K
42EQIXEQUINIX INCCOM0.82%$1M1.8K
43BLKBLACKROCK INCCOM0.80%$1M1.5K
44BSXBOSTON SCIENTIFIC CORPCOM0.79%$1M14.0K
45BNYBANK NEW YORK MELLON CORPCOM0.79%$1M16.8K
46NFGNATIONAL FUEL GAS COCOM0.78%$1M17.7K
47FQIDIGITAL RLTY TR INCCOM0.77%$1M9.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$262M320May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$246M464Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$240M312Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$211M303Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$179M319May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$192M298Jan 22, 202513F-HRchanges · EDGAR ↗
Q3 2024$186M294Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$170M286Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$171M317Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$154M292Jan 17, 202413F-HRchanges · EDGAR ↗
Q3 2023$140M288Oct 11, 202313F-HRchanges · EDGAR ↗
Q2 2023$150M292Jul 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$143M294Apr 24, 202313F-HRchanges · EDGAR ↗
Q4 2022$141M303Jan 11, 202313F-HRchanges · EDGAR ↗
Q3 2022$125M288Nov 2, 202213F-HRchanges · EDGAR ↗
Q2 2022$136M293Jul 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$171M306Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$192M311Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$173M302Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$177M290Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$155M292Apr 29, 202113F-HRchanges · EDGAR ↗
Q4 2020$138M292Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$110M287Oct 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$91M288Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$79M284May 1, 2020RESTATEMENTchanges · EDGAR ↗
Q4 2019$120M280Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$105M278Oct 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$104M299Jul 11, 201913F-HRchanges · EDGAR ↗
Q1 2019$97M306Apr 26, 201913F-HRchanges · EDGAR ↗
Q4 2018$81M220Jan 25, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.