Legacy Bridge, LLC Portfolio Holdings
Q3 2025•312 long positions•$240.3M portfolio value
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Holding317 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $11.5M 4.79% | +$92.9K Bought | 0.0% 61.6K shares | 61.1K → 61.6K +$92.9K | +0.81% | $4.54T Mega Cap | Q3 2019 Held for 6y 2m | |
Software - Infrastructure Technology | $10.7M 4.45% | +$186.4K Bought | 0.002% 58.6K shares | 57.6K → 58.6K +$186.4K | +1.77% | $432.76B Mega Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $9.8M 4.07% | -$84.1K Sold | 0.001% 29.7K shares | 29.9K → 29.7K −$84.1K | -0.85% | $1.56T Mega Cap | Q4 2019 Held for 5y 11m | |
Renewable Utilities Utilities | $7.1M 2.94% | +$44.9K Bought | 0.004% 11.5K shares | 11.4K → 11.5K +$44.9K | +0.64% | $167.39B Large Cap | Q3 2024 Held for 1y 2m | |
Engineering & Construction Industrials | $6.2M 2.58% | — | 0.06% 18.3K shares | — | — | $10.3B Large Cap | Q4 2023 Held for 1y 11m | |
Computer Hardware Technology | $5.6M 2.32% | — | 0.003% 38.3K shares | — | — | $183.14B Large Cap | Q1 2019 Held for 6y 8m | |
Banks - Regional Financial Services | $5.2M 2.15% | -$103.6K Sold | 1.5% 254.4K shares | 259.5K → 254.4K −$103.6K | -1.97% | $344.2M Small Cap | Q4 2018 Held for 6y 11m | |
Hardware, Equipment & Parts Technology | $4.6M 1.9% | -$39.4K Sold | 0.016% 18.6K shares | 18.7K → 18.6K −$39.4K | -0.85% | $28.3B Large Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $4.3M 1.77% | +$162.1K Bought | 0.0% 8.2K shares | 7.9K → 8.2K +$162.1K | +3.95% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
Regulated Electric Utilities | $4.2M 1.77% | +$58.3K Bought | 0.026% 38.0K shares | 37.5K → 38.0K +$58.3K | +1.39% | $16.5B Large Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $3.8M 1.6% | +$17.1K Bought | 0.0% 7.6K shares | 7.6K → 7.6K +$17.1K | +0.45% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $3.8M 1.59% | +$135.9K Bought | 0.0% 17.4K shares | 16.8K → 17.4K +$135.9K | +3.69% | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
Discount Stores Consumer Defensive | $3.7M 1.54% | -$5.2K Sold | 0.0% 36.0K shares | 36.0K → 36.0K −$5.2K | -0.14% | $821.68B Mega Cap | Q4 2018 Held for 6y 11m | |
Industrial - Machinery Industrials | $3.6M 1.48% | -$23.2K Sold | 0.002% 9.5K shares | 9.6K → 9.5K −$23.2K | -0.65% | $145.70B Large Cap | Q4 2018 Held for 6y 11m | |
Agricultural - Machinery Industrials | $3.4M 1.43% | -$33.4K Sold | 0.002% 7.2K shares | 7.3K → 7.2K −$33.4K | -0.96% | $223.53B Mega Cap | Q4 2018 Held for 6y 11m | |
Uranium Energy | $3.2M 1.33% | +$16.7K Bought | 0.057% 10.3K shares | 10.3K → 10.3K +$16.7K | +0.53% | $5.6B Mid Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $3.1M 1.28% | -$41.3K Sold | — 11.0K shares | 11.2K → 11.0K −$41.3K | -1.32% | — — | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $2.9M 1.2% | +$8.8K Bought | 0.0% 9.1K shares | 9.1K → 9.1K +$8.8K | +0.31% | $867.35B Mega Cap | Q4 2018 Held for 6y 11m | |
Electrical Equipment & Parts Industrials | $2.9M 1.2% | -$799.6K Sold | 0.005% 19.1K shares | 24.4K → 19.1K −$799.6K | -21.75% | $57.6B Large Cap | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $2.8M 1.17% | +$60.3K Bought | 0.0% 3.7K shares | 3.6K → 3.7K +$60.3K | +2.19% | $684.00B Mega Cap | Q4 2018 Held for 6y 11m | |
Aerospace & Defense Industrials | $2.6M 1.1% | — | 0.005% 3.7K shares | — | — | $56.3B Large Cap | Q4 2018 Held for 6y 11m | |
Construction Industrials | $2.6M 1.06% | -$47.3K Sold | 0.004% 23.2K shares | 23.7K → 23.2K −$47.3K | -1.82% | $71.9B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 1.03% | -$19.4K Sold | — 129.3K shares | 130.4K → 129.3K −$19.4K | -0.78% | — — | Q3 2024 Held for 1y 2m | |
Discount Stores Consumer Defensive | $2.5M 1.03% | +$4.6K Bought | 0.001% 2.7K shares | 2.7K → 2.7K +$4.6K | +0.19% | $410.27B Mega Cap | Q4 2018 Held for 6y 11m | |
Industrial - Machinery Industrials | $2.4M 1.0% | -$17.4K Sold | 0.003% 3.2K shares | 3.2K → 3.2K −$17.4K | -0.72% | $95.9B Large Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $2.3M 0.969% | -$15.6K Sold | 0.0% 9.6K shares | 9.6K → 9.6K −$15.6K | -0.66% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.3M 0.963% | +$9.3K Bought | — 7.2K shares | 7.2K → 7.2K +$9.3K | +0.4% | — — | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $2.3M 0.954% | — | 0.002% 11.3K shares | — | — | $137.82B Large Cap | Q4 2018 Held for 6y 11m | |
Home Improvement Consumer Cyclical | $2.2M 0.918% | +$4.1K Bought | 0.001% 5.4K shares | 5.4K → 5.4K +$4.1K | +0.18% | $403.32B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.2M 0.904% | +$20.6K Bought | — 9.0K shares | 8.9K → 9.0K +$20.6K | +0.96% | — — | Q4 2018 Held for 6y 11m | |
Consumer Electronics Technology | $2.1M 0.856% | -$2.5K Sold | 0.0% 8.1K shares | 8.1K → 8.1K −$2.5K | -0.12% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.0M 0.843% | +$6.4K Bought | — 33.8K shares | 33.7K → 33.8K +$6.4K | +0.32% | — — | Q4 2018 Held for 6y 11m | |
Home Improvement Consumer Cyclical | $2.0M 0.835% | -$32.7K Sold | 0.001% 8.0K shares | 8.1K → 8.0K −$32.7K | -1.6% | $140.94B Large Cap | Q4 2018 Held for 6y 11m | |
Specialty Retail Consumer Cyclical | $2.0M 0.821% | -$19.5K Sold | 0.008% 10.1K shares | 10.2K → 10.1K −$19.5K | -0.98% | $23.8B Large Cap | Q3 2019 Held for 6y 2m | |
Unknown Unknown | $2.0M 0.816% | +$1.9M Bought | 0.007% 17.5K shares | 580.0 → 17.5K +$1.9M | +2,910.34% | $28.0B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $2.0M 0.812% | — | — 2.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $1.9M 0.777% | -$2.8K Sold | 0.006% 32.8K shares | 32.9K → 32.8K −$2.8K | -0.15% | $30.1B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.9M 0.775% | +$22.0K Bought | — 25.4K shares | 25.1K → 25.4K +$22.0K | +1.2% | — — | Q4 2018 Held for 6y 11m | |
Agricultural - Machinery Industrials | $1.8M 0.764% | -$13.7K Sold | 0.001% 4.0K shares | 4.0K → 4.0K −$13.7K | -0.74% | $123.61B Large Cap | Q4 2018 Held for 6y 11m | |
Asset Management Financial Services | $1.8M 0.763% | +$5.4K Bought | 0.002% 16.8K shares | 16.8K → 16.8K +$5.4K | +0.3% | $76.8B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.755% | +$9.7K Bought | — 18.8K shares | 18.7K → 18.8K +$9.7K | +0.53% | — — | Q4 2018 Held for 6y 11m | |
Medical - Instruments & Supplies Healthcare | $1.8M 0.751% | -$25.0K Sold | 0.001% 4.0K shares | 4.1K → 4.0K −$25.0K | -1.37% | $160.32B Large Cap | Q2 2023 Held for 2y 5m | |
Asset Management Financial Services | $1.7M 0.713% | -$25.6K Sold | 0.001% 1.5K shares | 1.5K → 1.5K −$25.6K | -1.47% | $180.54B Large Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.7M 0.694% | — | — 9.4K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
Oil & Gas Integrated Energy | $1.6M 0.684% | +$11.8K Bought | 0.02% 17.8K shares | 17.7K → 17.8K +$11.8K | +0.72% | $8.3B Mid Cap | Q3 2024 Held for 1y 2m | |
Communication Equipment Technology | $1.6M 0.678% | -$15.0K Sold | 0.005% 66.3K shares | 66.9K → 66.3K −$15.0K | -0.91% | $32.4B Large Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $1.6M 0.674% | -$33.3K Sold | 0.001% 9.7K shares | 9.9K → 9.7K −$33.3K | -2.01% | $179.50B Large Cap | Q4 2018 Held for 6y 11m | |
REIT - Office Real Estate | $1.6M 0.672% | -$14.7K Sold | 0.003% 9.3K shares | 9.4K → 9.3K −$14.7K | -0.9% | $59.0B Large Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $1.6M 0.667% | — | 0.003% 7.0K shares | — | — | $57.4B Large Cap | Q4 2018 Held for 6y 11m | |
Oil & Gas Refining & Marketing Energy | $1.6M 0.667% | -$5.1K Sold | 0.003% 9.4K shares | 9.4K → 9.4K −$5.1K | -0.32% | $52.9B Large Cap | Q4 2018 Held for 6y 11m |
