Fund HoldingsLegacy Bridge, LLC

Total Portfolio Value
$154.32M
Total Bought
$7.73M
Total Sold
$16.17M
Net Transaction
-$8.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
STERLING INFRASTRUCTURE INC(STRL)017,525+17,52501,5411.00%+1,541
WEST BANCORPORATION INC0307,679+307,67906,5234.23%+6,523
ASML HOLDING N V
N Y REGISTRY SHS
01,984+1,98401,5020.97%+1,502
SUPER MICRO COMPUTER INC(SMCI)04,585+4,58501,3030.84%+1,303
BERKSHIRE HATHAWAY INC DEL2,5785,459+2,8819031,9471.26%+1,044
BROADCOM INC(AVGO)03,238+3,23803,6142.34%+3,614
CELSIUS HLDGS INC(CELH)016,520+16,52009010.58%+901
ADVANCED MICRO DEVICES INC(AMD)013,445+13,44501,9821.28%+1,982
ARISTA NETWORKS INC9,3499,34901,7202,2021.43%+482
MICROSOFT CORP(MSFT)08,754+8,75403,2922.13%+3,292
AMAZON COM INC(AMZN)017,050+17,05002,5911.68%+2,591
PALO ALTO NETWORKS INC(PANW)05,904+5,90401,7411.13%+1,741
INSIGHT ENTERPRISES INC(NSIT)011,165+11,16501,9781.28%+1,978
LULULEMON ATHLETICA INC(LULU)2,7532,75301,0621,4080.91%+346
QUALCOMM INC(QCOM)010,237+10,23701,4810.96%+1,481
WILLIAMS SONOMA INC(WSM)7,3487,34801,1421,4830.96%+341
SALESFORCE INC(CRM)04,974+4,97401,3090.85%+1,309
NVIDIA CORPORATION(NVDA)5,9135,783-1302,5722,8641.86%+292
BLACKROCK INC(BLK)01,556+1,55601,2630.82%+1,263
COSTCO WHSL CORP NEW(COST)2,6902,682-81,5201,7701.15%+251
ELI LILLY & CO(LLY)5,3135,31302,8543,0972.01%+243
PARKER-HANNIFIN CORP(PH)03,270+3,27001,5060.98%+1,506
AMERICAN TOWER CORP NEW(AMT)05,456+5,45601,1780.76%+1,178
NXP SEMICONDUCTORS N V
COM
07,570+7,57001,7391.13%+1,739
VANGUARD MUN BD FDS04,235+4,23502160.14%+216
JPMORGAN CHASE & CO(JPM)08,549+8,54901,4540.94%+1,454
ISHARES TR010,730+10,73001,6671.08%+1,667
KEYCORP(KEY)74,99070,315-4,6758071,0130.66%+206
APPLE INC(AAPL)011,503+11,50302,2151.44%+2,215
ISHARES TR08,529+8,52901,7121.11%+1,712
EATON CORP PLC(ETN)9,6099,315-2942,0492,2431.45%+194
AXON ENTERPRISE INC(AXON)3,2363,23606448360.54%+192
HOME DEPOT INC(HD)05,176+5,17601,7941.16%+1,794
RPM INTL INC(RPM)011,093+11,09301,2380.80%+1,238
WORKDAY INC(WDAY)03,017+3,01708330.54%+833
WASTE MGMT INC DEL(WM)06,840+6,84001,2250.79%+1,225
ISHARES TR04,834+4,83401,2190.79%+1,219
CATERPILLAR INC(CAT)7,1307,13001,9462,1081.37%+162
T-MOBILE US INC(TMUS)07,770+7,77001,2460.81%+1,246
INTUITIVE SURGICAL INC3,9573,882-751,1571,3100.85%+153
GE HEALTHCARE TECHNOLOGIES I(GEHC)17,17517,080-951,1691,3210.86%+152
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)020,640+20,64001,1900.77%+1,190
ISHARES TR018,560+18,56001,4430.93%+1,443
HONEYWELL INTL INC(HON)07,928+7,92801,6631.08%+1,663
ILLINOIS TOOL WKS INC(ITW)04,454+4,45401,1670.76%+1,167
QORVO INC(QRVO)07,792+7,79208770.57%+877
ISHARES TR05,381+5,38101330.09%+133
ISHARES TR011,011+11,01101,2800.83%+1,280
VANGUARD MALVERN FDS02,588+2,58801230.08%+123
VANGUARD TAX-MANAGED FDS028,489+28,48901,3650.88%+1,365
ALPHABET INC(GOOG)13,47013,47001,7761,8981.23%+122
MORGAN STANLEY(MS)010,848+10,84801,0120.66%+1,012
LOWES COS INC(LOW)08,435+8,43501,8771.22%+1,877
UNION PAC CORP(UNP)03,515+3,51508630.56%+863
RIO TINTO PLC(RIO)011,030+11,03008210.53%+821
SCHWAB STRATEGIC TR015,020+15,02001,1310.73%+1,131
MONSTER BEVERAGE CORP NEW(MNST)024,344+24,34401,4020.91%+1,402
BANK NEW YORK MELLON CORP01,919+1,91901000.06%+100
ACCENTURE PLC IRELAND
SHS CLASS A
02,256+2,25607920.51%+792
INTUIT(INTU)782787+54004920.32%+92
VANGUARD STAR FDS021,281+21,28101,2330.80%+1,233
JOHNSON CTLS INTL PLC
SHS
025,635+25,63501,4780.96%+1,478
SKECHERS U S A INC06,515+6,51504060.26%+406
MCDONALDS CORP(MCD)02,428+2,42807200.47%+720
ISHARES TR016,505+16,50501,2440.81%+1,244
BOSTON SCIENTIFIC CORP(BSX)015,423+15,42308920.58%+892
STRYKER CORPORATION(SYK)02,941+2,94108810.57%+881
SCHWAB STRATEGIC TR012,180+12,18005750.37%+575
CROWN CASTLE INC(CCI)04,690+4,69005400.35%+540
ROBERT HALF INC.(RHI)013,049+13,04901,1470.74%+1,147
VANGUARD INDEX FDS01,527+1,52706670.43%+667
UNITEDHEALTH GROUP INC(UNH)2,9602,96001,4921,5581.01%+66
DIGITAL RLTY TR INC(DLR)9,1858,740-4451,1121,1760.76%+65
NIKE INC(NKE)04,810+4,81005220.34%+522
BLOCK H & R INC15,83715,277-5606827390.48%+57
TRACTOR SUPPLY CO(TSCO)07,458+7,45801,6041.04%+1,604
ISHARES INC
CORE MSCI EMKT
02,288+2,28801160.07%+116
ISHARES TR06,809+6,80907110.46%+711
CELANESE CORP DEL(CE)1,7331,723-102182680.17%+50
ISHARES TR
IBDS DEC28 ETF
01,900+1,9000480.03%+48
VERTEX PHARMACEUTICALS INC(VRTX)0111+1110450.03%+45
ISHARES TR01,543+1,54301670.11%+167
GOLDMAN SACHS GROUP INC(GS)01,465+1,46505650.37%+565
NORTHERN TR CORP(NTRS)02,700+2,70002280.15%+228
ISHARES TR01,065+1,06502950.19%+295
FREEPORT-MCMORAN INC(FCX)1,0001,745+74537740.05%+37
COMCAST CORP NEW(CCZ)2301,055+82510460.03%+36
AIR PRODS & CHEMS INC0128+1280350.02%+35
LOCKHEED MARTIN CORP(LMT)0750+75003400.22%+340
ULTA BEAUTY INC(ULTA)0365+36501790.12%+179
THERMO FISHER SCIENTIFIC INC(TMO)02,164+2,16401,1490.74%+1,149
VANGUARD INDEX FDS01,518+1,51802730.18%+273
SPDR S&P 500 ETF TR(SPY)0647+64703080.20%+308
ISHARES TR04,870+4,87003660.24%+366
ALPHABET INC(GOOG)3,3503,35004384680.30%+30
EDWARDS LIFESCIENCES CORP04,143+4,14303160.20%+316
TJX COS INC NEW(TJX)5,7005,70005075350.35%+28
ISHARES TR0750+75002270.15%+227
ABRDN GOLD ETF TRUST(SGOL)013,500+13,50002660.17%+266
VANGUARD INDEX FDS01,925+1,92502790.18%+279
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