Fund HoldingsLegacy Bridge, LLC

Total Portfolio Value
$191.81M
Total Bought
$16.53M
Total Sold
$10.22M
Net Transaction
+$6.31M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ARISTA NETWORKS INC(ANET)036,924+36,92404,0812.13%+4,081
PALANTIR TECHNOLOGIES INC(PLTR)56,88056,980+1002,1164,3092.25%+2,193
GE VERNOVA INC(GEV)6,20610,982+4,7761,5823,6121.88%+2,030
BLACKROCK INC(BLK)01,551+1,55101,5900.83%+1,590
BROADCOM INC(AVGO)29,73528,000-1,7355,1296,4923.38%+1,362
OKLO INC(OKLO)036,055+36,05507650.40%+765
CELESTICA INC(CLS)018,395+18,39501,6980.89%+1,698
NVIDIA CORPORATION(NVDA)54,13054,380+2506,5747,3033.81%+729
CENTRUS ENERGY CORP(LEU)09,870+9,87006570.34%+657
AMAZON COM INC(AMZN)016,867+16,86703,7001.93%+3,700
AEROVIRONMENT INC03,756+3,75605780.30%+578
ACCENTURE PLC IRELAND
SHS CLASS A
1,8733,358+1,4856621,1810.62%+519
AXON ENTERPRISE INC(AXON)2,3202,325+59271,3820.72%+455
STERLING INFRASTRUCTURE INC(STRL)17,71617,71602,5692,9841.56%+415
VERTIV HOLDINGS CO(VRT)22,45822,658+2002,2342,5741.34%+340
WALMART INC(WMT)34,18234,212+302,7603,0911.61%+331
WILLIAMS SONOMA INC(WSM)10,39610,39601,6111,9251.00%+315
TAIWAN SEMICONDUCTOR MFG LTD(TSM)011,063+11,06302,1851.14%+2,185
JPMORGAN CHASE & CO.(JPM)8,5358,53501,8002,0461.07%+246
ALPHABET INC(GOOG)09,250+9,25001,7620.92%+1,762
MORGAN STANLEY(MS)9,6589,65801,0071,2140.63%+207
WEST BANCORPORATION INC292,576266,001-26,5755,5625,7593.00%+197
SERVICENOW INC(NOW)1,0501,05009391,1130.58%+174
APPLE INC(AAPL)8,9348,93402,0822,2371.17%+156
DIGITAL RLTY TR INC(DLR)9,1229,12201,4761,6180.84%+141
PALO ALTO NETWORKS INC(PANW)012,124+12,12402,2061.15%+2,206
INTUITIVE SURGICAL INC3,9303,93001,9312,0511.07%+121
INNVENTURE INC07,489+7,48901040.05%+104
EQUINIX INC(EQIX)1,8291,82901,6231,7250.90%+101
T-MOBILE US INC(TMUS)6,9306,93001,4301,5300.80%+100
GOLDMAN SACHS GROUP INC(GS)1,1901,19005896810.36%+92
WELLS FARGO CO NEW(WFC)06,229+6,22904380.23%+438
COSTCO WHSL CORP NEW(COST)2,6592,65902,3572,4361.27%+79
BOSTON SCIENTIFIC CORP(BSX)14,02314,02301,1751,2530.65%+77
BANK NEW YORK MELLON CORP16,39316,328-651,1781,2540.65%+76
NASDAQ INC(NDAQ)17,64517,585-601,2881,3590.71%+71
ISHARES TR6,8096,80907998630.45%+64
TOYOTA MOTOR CORP(TM)03,868+3,86807530.39%+753
HEWLETT PACKARD ENTERPRISE C(HPE)66,93067,030+1001,3691,4310.75%+62
WORKIVA INC(WK)8,4546,664-1,7906697300.38%+61
ALPHABET INC(GOOG)02,370+2,37004490.23%+449
ON HLDG AG(ONON)0780+7800430.02%+43
WORKDAY INC(WDAY)3,0293,02907407820.41%+41
BLACKSTONE INC(BX)1,9551,95502993370.18%+38
CAMECO CORP(CCJ)010,078+10,07805180.27%+518
ISHARES TR5,9656,005+401,6941,7280.90%+34
NORTHERN TR CORP(NTRS)02,700+2,70002770.14%+277
CONOCOPHILLIPS(COP)05,829+5,82905780.30%+578
NETFLIX INC(NFLX)0174+17401550.08%+155
JOHNSON CTLS INTL PLC
SHS
23,67223,67201,8371,8680.97%+31
ISHARES TR04,905+4,90504980.26%+498
INVESCO EXCH TRADED FD TR II0500+5000270.01%+27
INVESCO QQQ TR0164+1640840.04%+84
CME GROUP INC(CME)2,0192,01904454690.24%+23
JACOBS SOLUTIONS INC(J)08,219+8,21901,0980.57%+1,098
ISHARES TR0750+75003010.16%+301
ISHARES TR
IBONDS DEC2026
01,311+1,3110320.02%+32
TEXAS PACIFIC LAND CORPORATI(TPL)017+170190.01%+19
MASTERCARD INCORPORATED(MA)54554502692870.15%+18
TJX COS INC NEW(TJX)5,4235,42306376550.34%+18
ISHARES TR01,727+1,72701570.08%+157
AMERICAN EXPRESS CO(AXP)64064001741900.10%+16
VISTRA CORP(VST)0100+1000140.01%+14
PARKER-HANNIFIN CORP(PH)3,2193,21902,0342,0471.07%+14
ULTA BEAUTY INC(ULTA)0295+29501280.07%+128
VANGUARD INDEX FDS1,1921,19206296420.33%+13
META PLATFORMS INC(META)89189105105220.27%+12
IONQ INC(IONQ)0270+2700110.01%+11
RPM INTL INC(RPM)10,84810,748-1001,3131,3230.69%+10
MONSTER BEVERAGE CORP NEW(MNST)24,34424,34401,2701,2800.67%+9
BROOKFIELD ASSET MANAGMT LTD(BAM)01,363+1,3630740.04%+74
CROWDSTRIKE HLDGS INC(CRWD)140140039480.02%+9
SPDR S&P 500 ETF TR(SPY)0665+66503900.20%+390
SNOWFLAKE INC(SNOW)0106+1060160.01%+16
EMERSON ELEC CO(EMR)0521+5210650.03%+65
ISHARES TR02,906+2,9060730.04%+73
JEFFERIES FINL GROUP INC(JEF)0431+4310340.02%+34
LAM RESEARCH CORP(LRCX)0100+100070.00%+7
MARVELL TECHNOLOGY INC(MRVL)0180+1800200.01%+20
VANGUARD INDEX FDS0656+65601660.09%+166
ISHARES TR0500+50002940.15%+294
DATADOG INC(DDOG)0112+1120160.01%+16
NATIONAL FUEL GAS CO(NFG)17,59517,660+651,0661,0720.56%+5
CARDINAL HEALTH INC(CAH)0665+6650790.04%+79
DISCOVER FINL SVCS0150+1500260.01%+26
ISHARES TR18,03918,03901,5901,5950.83%+5
SCHWAB STRATEGIC TR08,057+8,05701870.10%+187
SELECT SECTOR SPDR TR
ST STR FINL ETF
01,485+1,4850720.04%+72
VANGUARD INDEX FDS0350+3500980.05%+98
ISHARES TR0100+100040.00%+4
VANGUARD INDEX FDS0600+60001740.09%+174
EATON CORP PLC(ETN)9,2389,23803,0623,0661.60%+4
ISHARES TR8,5258,540+151,8831,8870.98%+4
SHAKE SHACK INC(SHAK)030+30040.00%+4
ISHARES TR0205+2050120.01%+12
CASEYS GEN STORES INC(CASY)0171+1710680.04%+68
CAPITAL ONE FINL CORP(COF)0110+1100200.01%+20
CONFLUENT INC0400+4000110.01%+11
SALESFORCE INC(CRM)050+500170.01%+17
SCHWAB STRATEGIC TR12,08024,160+12,0806226250.33%+3
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