Legacy Bridge, LLC

Q4 2025 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
464
Total value ($000)
$246,386
Net value change ($000)
+6,070 (2.5%)
New positions
162
Sold out positions
10
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MU 1,394 1010.1%
LLY 1,335 47.4%
AMD 1,310 617.9%
IXUS 1,263 622.2%
CLS 888 19.4%
GOOGL 834 35.8%
CAT 783 22.8%
IEMG 527 34.7%
ISRG 525 29.1%
NVDA 520 4.5%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -2,281 -23.3%
OKLO -1,510 -35.6%
ONON -903 -96.3%
LEU -664 -20.7%
AXON -569 -21.5%
STRL -557 -9.0%
ANET -550 -9.9%
ETN -530 -14.9%
NBIS -454 -23.2%
NSIT -332 -28.1%
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