Legacy Bridge, LLC
320 holdingsFiling period: 2026-06-30Current AUM: $309.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | 11.3K | $13.3M | $9.7M | 3.12% | -361 | 2026-06-30 |
| 2 | STRL | Sterling Infrastructure Inc | 14.7K | $12.3M | $5.3M | 1.71% | -4,517 | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 59.0K | $11.8M | $12.7M | 4.11% | -6,241 | 2026-06-30 |
| 4 | CAT | Caterpillar Inc | 7.7K | $8.2M | $5.3M | 1.72% | +10 | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 20.4K | $7.7M | $6.7M | 2.17% | -2,124 | 2026-06-30 |
| 6 | MU | Micron Technology Inc | 6.4K | $7.4M | $5.8M | 1.88% | -109 | 2026-06-30 |
| 7 | PLTR | Palantir Technologies Inc | 60.4K | $7.0M | $12.0M | 3.88% | -85 | 2026-06-30 |
| 8 | ANET | Arista Networks Inc | 39.6K | $6.7M | $7.0M | 2.26% | +185 | 2026-06-30 |
| 9 | VRT | Vertiv Holdings Co | 20.1K | $6.7M | $4.0M | 1.29% | +132 | 2026-06-30 |
| 10 | CLS | Celestica Inc | 17.7K | $6.4M | $4.4M | 1.41% | -207 | 2026-06-30 |
| 11 | WTBA | West Bancorporation Inc | 225.6K | $6.0M | $6.9M | 2.22% | -20,222 | 2026-06-30 |
| 12 | TSM | Taiwan Semiconductor Manufac | 11.7K | $5.6M | $5.0M | 1.60% | +6 | 2026-06-30 |
| 13 | — | Nebius Group N.V. | 19.3K | $5.3M | $5.3M | 1.72% | +520 | 2026-06-30 |
| 14 | AMD | Advanced Micro Devices Inc | 9.2K | $5.3M | $4.9M | 1.57% | +182 | 2026-06-30 |
| 15 | LLY | Eli Lilly & Co | 4.0K | $4.8M | $5.1M | 1.64% | +2 | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 19.0K | $4.5M | $4.7M | 1.53% | +86 | 2026-06-30 |
| 17 | WMT | Walmart Inc | 38.7K | $4.4M | $4.7M | 1.50% | +160 | 2026-06-30 |
| 18 | — | Eaton Corp PLC | 10.2K | $4.3M | $4.3M | 1.40% | +156 | 2026-06-30 |
| 19 | — | Asml Hldg NV | 2.1K | $4.2M | $4.2M | 1.37% | +15 | 2026-06-30 |
| 20 | — | Credo Technology Group Holdi | 15.0K | $4.1M | $4.1M | 1.32% | +95 | 2026-06-30 |
| 21 | PANW | Palo Alto Networks Inc | 11.2K | $3.8M | $4.4M | 1.42% | -- | 2026-06-30 |
| 22 | WDC | Western Digital Corp | 5.9K | $3.8M | $2.1M | 0.68% | +136 | 2026-06-30 |
| 23 | BRK-B | Berkshire Hathaway Inc Del | 7.6K | $3.8M | $3.8M | 1.22% | -410 | 2026-06-30 |
| 24 | GOOG | Alphabet Inc | 10.7K | $3.8M | $3.4M | 1.08% | +45 | 2026-06-30 |
| 25 | — | Johnson Controls Internation | 23.4K | $3.4M | $3.4M | 1.10% | +340 | 2026-06-30 |
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