LB
Legacy Bridge Portfolio holdings
AUM
$246M
1-Year Est. Return
44.04%
This Fund
S&P 500
1 Year Est. Return
+44.04%
AUM
$240M
AUM Growth
+$29.6M
(+14%)
Holding
317
Top Buys
| 1 | +$1.17M | |
| 2 | +$1.02M | |
| 3 | +$1.02M | |
| 4 |
Celsius Holdings
CELH
|
+$892K |
| 5 |
IonQ
IONQ
|
+$530K |
Top Sells
| 1 | +$1.04M | |
| 2 | +$773K | |
| 3 | +$707K | |
| 4 |
SKX
Skechers
SKX
|
+$427K |
| 5 |
West Bancorporation
WTBA
|
+$100K |
Sector Composition
| 1 | Technology | 29.04% |
| 2 | Industrials | 16.01% |
| 3 | Financials | 10.27% |
| 4 | Consumer Discretionary | 6.69% |
| 5 | Healthcare | 5.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.48T
| $11.5M | 4.79% |
61,642
+498
|
|
||
2
Palantir
PLTR
$371B
| $10.7M | 4.45% |
58,627
+1,022
|
|
||
3
Broadcom
AVGO
$1.6T
| $9.79M | 4.07% |
29,661
-255
|
|
||
4
GE Vernova
GEV
$226B
| $7.06M | 2.94% |
11,478
+73
|
|
||
5
Sterling Infrastructure
STRL
$12.5B
| $6.2M | 2.58% |
18,261
|
|
||
6
Arista Networks
ANET
$171B
| $5.58M | 2.32% |
38,294
|
|
||
|
7
West Bancorporation
WTBA
$394M
| $5.17M | 2.15% |
254,401
-5,100
|
|
||
8
Celestica
CLS
$30.7B
| $4.58M | 1.9% |
18,575
-160
|
|
||
9
Microsoft
MSFT
$3.01T
| $4.26M | 1.77% |
8,233
+313
|
|
||
|
OKLO
10
Oklo
OKLO
$9.49B
| $4.25M | 1.77% |
38,042
+522
|
|
||
11
Berkshire Hathaway Class B
BRK.B
$1.06T
| $3.85M | 1.6% |
7,649
+34
|
|
||
12
Amazon
AMZN
$2.25T
| $3.82M | 1.59% |
17,384
+619
|
|
||
13
Walmart Inc
WMT
$993B
| $3.71M | 1.54% |
35,963
-50
|
|
||
14
Eaton
ETN
$137B
| $3.57M | 1.48% |
9,526
-62
|
|
||
15
Caterpillar
CAT
$326B
| $3.44M | 1.43% |
7,202
-70
|
|
||
16
Centrus Energy
LEU
$4.21B
| $3.2M | 1.33% |
10,333
+54
|
|
||
17
TSMC
TSM
$1.77T
| $3.08M | 1.28% |
11,030
-148
|
|
||
18
JPMorgan Chase
JPM
$759B
| $2.88M | 1.2% |
9,143
+28
|
|
||
19
Vertiv
VRT
$103B
| $2.88M | 1.2% |
19,073
-5,300
|
|
||
20
Eli Lilly
LLY
$873B
| $2.82M | 1.17% |
3,690
+79
|
|
||
21
Axon Enterprise
AXON
$40B
| $2.64M | 1.1% |
3,684
|
|
||
22
Johnson Controls International
JCI
$81.5B
| $2.56M | 1.06% |
23,242
-430
|
|
||
23
Principal Spectrum Preferred Securities Active ETF
PREF
$1.45B
| $2.48M | 1.03% |
129,345
-1,015
|
|
||
24
Costco
COST
$444B
| $2.46M | 1.03% |
2,663
+5
|
|
||
25
Parker-Hannifin
PH
$115B
| $2.4M | 1% |
3,171
-23
|
|