Legacy Bridge, LLC

Q3 2025 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
312
Total value ($000)
$240,316
Net value change ($000)
+29,610 (14.1%)
New positions
14
Sold out positions
5
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PLTR 2,842 36.2%
OKLO 2,146 102.1%
STRL 1,990 47.2%
NBIS 1,928 6025.0%
NVDA 1,841 19.1%
ANET 1,662 42.4%
CLS 1,652 56.5%
AVGO 1,539 18.7%
LEU 1,321 70.2%
ESE 1,083 NEW
Top Reduces (Value $000, Stocks/ETFs)
VRTX -1,038 -100.0%
FSLR -773 -100.0%
SKAA -427 -100.0%
ISRG -419 -18.8%
AXON -406 -13.3%
NSIT -312 -20.9%
VRT -253 -8.1%
DE -221 -10.7%
COST -166 -6.3%
FCX -148 -11.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type