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LB
Legacy Bridge Portfolio holdings
AUM
$262M
1-Year Est. Return
56.69%
This Fund
S&P 500
1 Year Est. Return
+56.69%
AUM
$262M
AUM Growth
+$15.8M
(+6.4%)
Holding
482
Top Buys
| 1 | +$2.66M | |
| 2 | +$1.82M | |
| 3 | +$1.51M | |
| 4 |
Citigroup
C
|
+$1.46M |
| 5 |
iShares MSCI Mexico ETF
EWW
|
+$1.28M |
Top Sells
| 1 | +$805K | |
| 2 | +$391K | |
| 3 | +$205K | |
| 4 |
Celestica
CLS
|
+$175K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$93.4K |
Sector Composition
| 1 | Technology | 26.82% |
| 2 | Industrials | 18.19% |
| 3 | Financials | 10.19% |
| 4 | Consumer Discretionary | 5.82% |
| 5 | Healthcare | 4.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.91T
| $11.4M | 4.34% |
65,235
+777
|
|
||
2
GE Vernova
GEV
$244B
| $10.2M | 3.88% |
11,650
+155
|
|
||
3
Palantir
PLTR
$311B
| $8.85M | 3.38% |
60,520
+1,708
|
|
||
4
Sterling Infrastructure
STRL
$25.3B
| $7.83M | 2.98% |
19,217
+779
|
|
||
5
Broadcom
AVGO
$1.8T
| $6.98M | 2.66% |
22,542
+859
|
|
||
6
West Bancorporation
WTBA
$419M
| $5.85M | 2.23% |
245,801
-8,600
|
|
||
7
Caterpillar
CAT
$408B
| $5.43M | 2.07% |
7,669
+304
|
|
||
|
8
Celestica
CLS
$42.8B
| $5.04M | 1.92% |
17,883
-604
|
|
||
9
Vertiv
VRT
$112B
| $5M | 1.91% |
19,934
+885
|
|
||
10
Arista Networks
ANET
$192B
| $4.84M | 1.84% |
39,387
+1,000
|
|
||
11
Walmart Inc
WMT
$962B
| $4.79M | 1.83% |
38,571
+1,585
|
|
||
12
TSMC
TSM
$2.17T
| $3.95M | 1.51% |
11,691
+491
|
|
||
13
Amazon
AMZN
$2.55T
| $3.94M | 1.5% |
18,906
+678
|
|
||
14
Berkshire Hathaway Class B
BRK.B
$1.04T
| $3.82M | 1.46% |
7,967
+65
|
|
||
15
Eli Lilly
LLY
$1.03T
| $3.66M | 1.39% |
3,976
+114
|
|
||
16
Eaton
ETN
$149B
| $3.58M | 1.37% |
10,023
+495
|
|
||
17
Microsoft
MSFT
$2.9T
| $3.38M | 1.29% |
9,124
+335
|
|
||
18
Alphabet (Google) Class C
GOOG
$4.21T
| $3.06M | 1.17% |
10,650
+567
|
|
||
19
Johnson Controls International
JCI
$86.4B
| $3.02M | 1.15% |
23,039
-120
|
|
||
20
Parker-Hannifin
PH
$112B
| $2.87M | 1.09% |
3,207
+60
|
|
||
21
iShares Core S&P 500 ETF
IVV
$823B
| $2.87M | 1.09% |
4,393
+3,893
|
|
||
22
JPMorgan Chase
JPM
$835B
| $2.86M | 1.09% |
9,712
+55
|
|
||
23
ASML
ASML
$701B
| $2.79M | 1.06% |
2,111
+50
|
|
||
24
Costco
COST
$435B
| $2.72M | 1.04% |
2,725
+50
|
|
||
25
Apple
AAPL
$4.27T
| $2.37M | 0.91% |
9,354
+101
|
|