Legacy-Bridge

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INDI",
  "ALAB",
  "TEM",
  "QRVO",
  null,
  null,
  null,
  null,
  "STRL",
  "AVAV",
  "ONON",
  "NSIT",
  "SNOW",
  "MU",
  "ACN",
  "ABT",
  "ADBE",
  "BABA",
  "JEF",
  null,
  "GOOGL",
  "AXP",
  "ASML",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CLS",
  "CP.TO",
  "BSX",
  "HRB",
  null,
  "CCI",
  "COF",
  "CMI",
  "DUK",
  "D",
  "EBAY",
  null,
  "FRT",
  "FCX",
  "GIS",
  "HD",
  "MCD",
  "INTU",
  "RPM",
  null,
  "FE",
  "UNP",
  "QCOM",
  null,
  "SCCO",
  "ISRG",
  null,
  null,
  "ITW",
  "GSIE",
  "AMAT",
  "EMR",
  "ICE",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  "IONQ",
  null,
  "KGC",
  null,
  "IWS",
  null,
  null,
  "MPC",
  "MRVL",
  "MA",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
  "EQT",
  "FIS",
  "NTRS",
  "NVS",
  "NU",
  null,
  "ORLY",
  "BX",
  "FAST",
  "IJR",
  "ANET",
  "IWD",
  "ORCL",
  null,
  "EEM",
  "IWF",
  "PANW",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "GEHC",
  "PLTR",
  "PRU",
  "LMT",
  "PG",
  "PSTG",
  "MDB",
  "AMGN",
  "MAS",
  "PPG",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "RIO",
  "SHEL",
  null,
  null,
  "SYK",
  "SBUX",
  "TM",
  "TMO",
  "TJX",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  null,
  "VOE",
  null,
  null,
  "VWO",
  "JBL",
  "VSS",
  null,
  null,
  "PRF",
  "TTE",
  "TSCO",
  "NXT",
  "ULTA",
  "IWO",
  "XLB",
  "SKX",
  "SU",
  "IWN",
  "TSM",
  null,
  null,
  "VRTX",
  null,
  "EA",
  "VRT",
  "NFG",
  "ARE",
  "GM",
  "HAL",
  "ACGL",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "ALLE",
  "AVB",
  "DOV",
  "WSO",
  "IP",
  "EQR",
  "DEO",
  "FSLR",
  "IWP",
  "IWR",
  "EFX",
  "CAH",
  "AEP",
  "BKR",
  "SGOL",
  "INVH",
  "DHI",
  "AMZN",
  "IVE",
  "PFG",
  null,
  "TPL",
  "AMTM",
  null,
  "DKNG",
  "VEU",
  "VLO",
  "VEA",
  "VGK",
  "VOOV",
  null,
  "VXUS",
  "VTWO",
  "VBK",
  "VBR",
  "VOT",
  "BSV",
  "VOO",
  "VTV",
  "VEEV",
  "VST",
  "WMT",
  "WTBA",
  "WFC",
  null,
  "WSM",
  null,
  "WK",
  "WDAY",
  "XPO",
  "LNT",
  null,
  "POST",
  "FOXA",
  "SCHD",
  "BIIB",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  "KNX",
  null,
  "LVS",
  "JCI",
  "NXPI",
  "MFC",
  "MKL",
  "TER",
  "SO",
  "TTD",
  "CRM",
  "SYY",
  "SHAK",
  "TFX",
  null,
  "IXUS",
  null,
  "GEV",
  "MELI",
  null,
  null,
  "PSA",
  "FDX",
  "AME",
  null,
  "LULU",
  "BALL",
  "BAC",
  "BK",
  "BRK-B",
  null,
  "BAM.TO",
  "CCJ",
  "CDNS",
  "CARR",
  "CCL",
  "CTRE",
  "CASY",
  "LEU",
  "CVX",
  "CMG",
  "CSCO",
  "CME",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CFLT",
  "COMP",
  "STZ",
  "CEG",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "DHR",
  "DDOG",
  "DVA",
  "DAR",
  "DE",
  "DFS",
  "DLR",
  "EWJ",
  "IJT",
  "IJJ",
  "EFA",
  "J",
  "MCO",
  "VMC",
  "NEE",
  "STT",
  "QQQ",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 319
Total Value: 179216472
Accession Number: 0001689144-25-000002
Form Type: 13F-HR
CIK: legacy-bridge
Manager Name: Legacy-Bridge

Data Enrichment

85% identified

272 identified47 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

319 positions • $179.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 16

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NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$6.3M

% of Portfolio:3.5% ($6.3M/$179.2M)

WEST BANCORPORATION INC

WTBA|95123P106

Shares:—

Value:$5.2M

% of Portfolio:2.9% ($5.2M/$179.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:—

Value:$4.9M

% of Portfolio:2.8% ($4.9M/$179.2M)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$4.8M

% of Portfolio:2.7% ($4.8M/$179.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$3.9M

% of Portfolio:2.2% ($3.9M/$179.2M)

GE Vernova Inc.

GEV|36828A101

Shares:—

Value:$3.4M

% of Portfolio:1.9% ($3.4M/$179.2M)

Walmart Inc.

WMT|931142103

Shares:—

Value:$3.2M

% of Portfolio:1.8% ($3.2M/$179.2M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$3.2M

% of Portfolio:1.8% ($3.2M/$179.2M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$3.0M

% of Portfolio:1.7% ($3.0M/$179.2M)

Arista Networks, Inc.

ANET|040413205

Shares:—

Value:$3.0M

% of Portfolio:1.7% ($3.0M/$179.2M)

ELI LILLY & Co

LLY|532457108

Shares:—

Value:$2.9M

% of Portfolio:1.6% ($2.9M/$179.2M)

Eaton Corp plc

ETN|G29183103

Shares:—

Value:$2.6M

% of Portfolio:1.5% ($2.6M/$179.2M)

74255Y888

Shares:—

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$179.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:—

Value:$2.5M

% of Portfolio:1.4% ($2.5M/$179.2M)

CATERPILLAR INC

CAT|149123101

Shares:—

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$179.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$179.2M)

STERLING INFRASTRUCTURE, INC.

STRL|859241101

Shares:—

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$179.2M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:—

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$179.2M)

HOME DEPOT, INC.

HD|437076102

Shares:—

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$179.2M)

Parker-Hannifin Corp

PH|701094104

Shares:—

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$179.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$6.3M	3.5% ($6.3M/$179.2M)	QoQ -13.84% (-$1.0M) YoY +29.54% (+$1.4M)
WEST BANCORPORATION INC(WTBAcusip95123P106)	—	QoQ - YoY -	All Managers (Combined)	$5.2M	2.9% ($5.2M/$179.2M)	QoQ -9.11% (-$524.7K) YoY -3.48% (-$189.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	—	QoQ - YoY -	All Managers (Combined)	$4.9M	2.8% ($4.9M/$179.2M)	QoQ +14.73% (+$634.9K) YoY +280.81% (+$3.6M)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$4.8M	2.7% ($4.8M/$179.2M)	QoQ -25.84% (-$1.7M) YoY +21.58% (+$854.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$3.9M	2.2% ($3.9M/$179.2M)	QoQ +22.21% (+$702.3K) YoY +32.87% (+$956.1K)
GE Vernova Inc.(GEVcusip36828A101)	—	QoQ - YoY NEW	All Managers (Combined)	$3.4M	1.9% ($3.4M/$179.2M)	QoQ -5.60% (-$202.3K) YoY NEW(+$3.4M)
Walmart Inc.(WMTcusip931142103)	—	QoQ - YoY -	All Managers (Combined)	$3.2M	1.8% ($3.2M/$179.2M)	QoQ +2.87% (+$88.9K) YoY +55.72% (+$1.1M)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$3.2M	1.8% ($3.2M/$179.2M)	QoQ -14.75% (-$545.9K) YoY +2.06% (+$63.9K)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	1.7% ($3.0M/$179.2M)	QoQ -11.17% (-$374.5K) YoY -19.13% (-$704.5K)
Arista Networks, Inc.(ANETcusip040413205)	—	QoQ - YoY NEW	All Managers (Combined)	$3.0M	1.7% ($3.0M/$179.2M)	QoQ -27.30% (-$1.1M) YoY NEW(+$3.0M)
ELI LILLY & Co(LLYcusip532457108)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	1.6% ($2.9M/$179.2M)	QoQ +9.35% (+$244.6K) YoY -14.30% (-$477.3K)
Eaton Corp plc(ETNcusipG29183103)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	1.5% ($2.6M/$179.2M)	QoQ -14.98% (-$459.5K) YoY -9.80% (-$283.5K)
(cusip74255Y888)✕	—	QoQ - YoY NEW	All Managers (Combined)	$2.6M	1.4% ($2.6M/$179.2M)	QoQ +3.27% (+$80.9K) YoY NEW(+$2.6M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	—	QoQ - YoY -	All Managers (Combined)	$2.5M	1.4% ($2.5M/$179.2M)	QoQ +3.38% (+$82.4K) YoY +28.90% (+$564.8K)
CATERPILLAR INC(CATcusip149123101)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	1.3% ($2.3M/$179.2M)	QoQ -11.32% (-$293.6K) YoY -12.06% (-$315.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY -	All Managers (Combined)	$2.2M	1.2% ($2.2M/$179.2M)	QoQ +9.28% (+$190.0K) YoY +30.84% (+$527.1K)
STERLING INFRASTRUCTURE, INC.(STRLcusip859241101)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	1.2% ($2.1M/$179.2M)	QoQ -28.92% (-$863.2K) YoY +8.75% (+$170.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	—	QoQ - YoY -	All Managers (Combined)	$2.0M	1.1% ($2.0M/$179.2M)	QoQ -1.25% (-$25.6K) YoY +28.98% (+$455.2K)
HOME DEPOT, INC.(HDcusip437076102)	—	QoQ - YoY -	All Managers (Combined)	$2.0M	1.1% ($2.0M/$179.2M)	QoQ -4.28% (-$88.8K) YoY -2.79% (-$57.0K)
Parker-Hannifin Corp(PHcusip701094104)	—	QoQ - YoY -	All Managers (Combined)	$2.0M	1.1% ($2.0M/$179.2M)	QoQ -4.43% (-$90.7K) YoY +3.88% (+$73.1K)