LB

Legacy Bridge Portfolio holdings

AUM $211M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.53T
$9.66M 4.58%
61,144
+3,092
AVGO icon
2
Broadcom
AVGO
$1.67T
$8.25M 3.91%
29,916
+1,166
PLTR icon
3
Palantir
PLTR
$438B
$7.85M 3.73%
57,605
-977
GEV icon
4
GE Vernova
GEV
$159B
$6.03M 2.86%
11,405
+235
WTBA icon
5
West Bancorporation
WTBA
$356M
$5.09M 2.42%
259,501
-3,000
STRL icon
6
Sterling Infrastructure
STRL
$11.6B
$4.21M 2%
18,261
-475
MSFT icon
7
Microsoft
MSFT
$3.89T
$3.94M 1.87%
7,920
-10
ANET icon
8
Arista Networks
ANET
$193B
$3.92M 1.86%
38,294
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.7M 1.76%
7,615
+359
AMZN icon
10
Amazon
AMZN
$2.39T
$3.68M 1.75%
16,765
+185
WMT icon
11
Walmart
WMT
$846B
$3.52M 1.67%
36,013
-209
ETN icon
12
Eaton
ETN
$146B
$3.42M 1.62%
9,588
VRT icon
13
Vertiv
VRT
$71.1B
$3.13M 1.49%
24,373
+800
AXON icon
14
Axon Enterprise
AXON
$57.8B
$3.05M 1.45%
3,684
+270
CLS icon
15
Celestica
CLS
$34.1B
$2.92M 1.39%
18,735
CAT icon
16
Caterpillar
CAT
$245B
$2.82M 1.34%
7,272
+300
LLY icon
17
Eli Lilly
LLY
$740B
$2.81M 1.34%
3,611
+148
JPM icon
18
JPMorgan Chase
JPM
$818B
$2.64M 1.25%
9,115
COST icon
19
Costco
COST
$413B
$2.63M 1.25%
2,658
-5
TSM icon
20
TSMC
TSM
$1.53T
$2.53M 1.2%
11,178
+10
JCI icon
21
Johnson Controls International
JCI
$73.9B
$2.5M 1.19%
23,672
-2
PREF icon
22
Principal Spectrum Preferred Securities Active ETF
PREF
$1.31B
$2.47M 1.17%
130,360
-6,105
PANW icon
23
Palo Alto Networks
PANW
$147B
$2.3M 1.09%
11,259
-25
PH icon
24
Parker-Hannifin
PH
$97.7B
$2.23M 1.06%
3,194
-25
ISRG icon
25
Intuitive Surgical
ISRG
$194B
$2.22M 1.05%
4,090
1
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