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
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$913K
3
+$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.53T
$6.29M 3.51%
58,052
+3,672
WTBA icon
2
West Bancorporation
WTBA
$356M
$5.23M 2.92%
262,501
-3,500
PLTR icon
3
Palantir
PLTR
$438B
$4.94M 2.76%
58,582
+1,602
AVGO icon
4
Broadcom
AVGO
$1.67T
$4.81M 2.69%
28,750
+750
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.86M 2.16%
7,256
+280
GEV icon
6
GE Vernova
GEV
$159B
$3.41M 1.9%
11,170
+188
WMT icon
7
Walmart
WMT
$846B
$3.18M 1.77%
36,222
+2,010
AMZN icon
8
Amazon
AMZN
$2.39T
$3.15M 1.76%
16,580
-287
MSFT icon
9
Microsoft
MSFT
$3.89T
$2.98M 1.66%
7,930
-21
ANET icon
10
Arista Networks
ANET
$193B
$2.97M 1.66%
38,294
+1,370
LLY icon
11
Eli Lilly
LLY
$740B
$2.86M 1.6%
3,463
+75
ETN icon
12
Eaton
ETN
$146B
$2.61M 1.45%
9,588
+350
PREF icon
13
Principal Spectrum Preferred Securities Active ETF
PREF
$1.31B
$2.55M 1.42%
136,465
+3,685
COST icon
14
Costco
COST
$413B
$2.52M 1.41%
2,663
+4
CAT icon
15
Caterpillar
CAT
$245B
$2.3M 1.28%
6,972
-176
JPM icon
16
JPMorgan Chase
JPM
$818B
$2.24M 1.25%
9,115
+580
STRL icon
17
Sterling Infrastructure
STRL
$11.6B
$2.12M 1.18%
18,736
+1,020
ISRG icon
18
Intuitive Surgical
ISRG
$194B
$2.03M 1.13%
4,090
+160
HD icon
19
Home Depot
HD
$385B
$1.99M 1.11%
5,417
+85
PH icon
20
Parker-Hannifin
PH
$97.7B
$1.96M 1.09%
3,219
PANW icon
21
Palo Alto Networks
PANW
$147B
$1.93M 1.07%
11,284
-840
AAPL icon
22
Apple
AAPL
$3.9T
$1.92M 1.07%
8,636
-298
DE icon
23
Deere & Co
DE
$128B
$1.91M 1.06%
4,066
+70
LOW icon
24
Lowe's Companies
LOW
$136B
$1.9M 1.06%
8,136
-69
JCI icon
25
Johnson Controls International
JCI
$73.9B
$1.9M 1.06%
23,674
+2
1
2 3 4 5