Asset Manager
← All Institutions
Legacy Bridge, LLC
Market Value
$246M
+2.5%
Holdings
470
+154
New Purchases
159
Added To
128
Closed
9
Reduced
42
Top 10 Concentration
27.5%
Turnover
35.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MU | 0.62% | 0.06% | +0.56% | $2M |
| AMD | 0.62% | 0.09% | +0.53% | $2M |
| LLY | 1.68% | 1.17% | +0.51% | $4M |
| IXUS | 0.59% | 0.08% | +0.51% | $1M |
| GOOG | 1.28% | 0.97% | +0.31% | $3M |
| CLS | 2.22% | 1.90% | +0.31% | $5M |
| CAT | 1.71% | 1.43% | +0.28% | $4M |
| IEMG | 0.83% | 0.63% | +0.20% | $2M |
| ISRG | 0.95% | 0.75% | +0.19% | $2M |
| AAPL | 1.02% | 0.86% | +0.16% | $3M |
| WTBA | 2.29% | 2.15% | +0.14% | $6M |
| FCX | 0.62% | 0.48% | +0.14% | $2M |
| WMT | 1.67% | 1.54% | +0.13% | $4M |
| GOOGL | 0.36% | 0.23% | +0.13% | $880K |
| XBI | 0.56% | 0.44% | +0.12% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AVGO | 3.05% | 4.07% | -1.03% | $8M |
| OKLO | 1.11% | 1.77% | -0.66% | $3M |
| ONON | 0.01% | 0.39% | -0.38% | $35K |
| LEU | 1.03% | 1.33% | -0.30% | $3M |
| STRL | 2.29% | 2.58% | -0.29% | $6M |
| ANET | 2.04% | 2.32% | -0.28% | $5M |
| AXON | 0.84% | 1.10% | -0.26% | $2M |
| ETN | 1.23% | 1.48% | -0.25% | $3M |
| PLTR | 4.24% | 4.45% | -0.21% | $10M |
| NBIS | 0.61% | 0.82% | -0.20% | $2M |
| NSIT | 0.34% | 0.49% | -0.15% | $849K |
| AVAV | 0.40% | 0.53% | -0.13% | $979K |
| HD | 0.79% | 0.92% | -0.12% | $2M |
| VST | 0.50% | 0.63% | -0.12% | $1M |
| TSCO | 0.66% | 0.78% | -0.12% | $2M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 73 | $111M | 45.0% |
| Large Cap | 330 | $110M | 44.8% |
| Mid Cap | 52 | $16M | 6.6% |
| Small Cap | 12 | $9M | 3.5% |
| Micro Cap | 3 | $124K | 0.1% |
Portfolio Analytics
Avg Market Cap
$179.9B
Median Market Cap
$52.9B
Avg P/E
35.5
Median P/E
23.0
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
365
# ETFs / Funds
105
Top Holdings (470 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | 4.88% | 64,458 | $12M | $186.50 | $520K | +2,816 | +4.6% | |
| 2 | PLTR | 4.24% | 58,812 | $10M | $177.75 | -$241K | +185 | +0.3% | |
| 3 | GEV | 3.05% | 11,495 | $8M | $653.57 | $455K | +17 | +0.1% | |
| 4 | AVGO | 3.05% | 21,683 | $8M | $346.10 | -$2M | -7,978 | -26.9% | |
| 5 | STRL | 2.29% | 18,438 | $6M | $306.23 | -$557K | +177 | +1.0% | |
| 6 | WTBA | 2.29% | 254,401 | $6M | $22.19 | $476K | — | — | |
| 7 | CLS | 2.22% | 18,487 | $5M | $295.61 | $888K | -88 | -0.5% | |
| 8 | ANET | 2.04% | 38,387 | $5M | $131.03 | -$550K | +93 | +0.2% | |
| 9 | MSFT | 1.73% | 8,789 | $4M | $483.62 | -$14K | +556 | +6.8% | |
| 10 | CAT | 1.71% | 7,365 | $4M | $572.87 | $783K | +163 | +2.3% | |
| 11 | AMZN | 1.71% | 18,228 | $4M | $230.82 | $390K | +844 | +4.9% | |
| 12 | LLY | 1.68% | 3,862 | $4M | $1,074.68 | $1M | +172 | +4.7% | |
| 13 | WMT | 1.67% | 36,986 | $4M | $111.41 | $414K | +1,023 | +2.8% | |
| 14 | BRK-B | 1.61% | 7,902 | $4M | $502.65 | $126K | +253 | +3.3% | |
| 15 | TSM | 1.38% | 11,200 | $3M | $303.89 | $323K | +170 | +1.5% | |
| 16 | GOOG | 1.28% | 10,083 | $3M | $313.80 | $834K | +517 | +5.4% | |
| 17 | JPM | 1.26% | 9,657 | $3M | $322.22 | $228K | +514 | +5.6% | |
| 18 | VRT | 1.25% | 19,049 | $3M | $162.01 | $209K | -24 | -0.1% | |
| 19 | ETN | 1.23% | 9,528 | $3M | $318.51 | -$530K | +2 | +0.0% | |
| 20 | JCI | 1.13% | 23,159 | $3M | $119.75 | $218K | -83 | -0.4% | |
| 21 | PH | 1.12% | 3,147 | $3M | $878.96 | $362K | -24 | -0.8% | |
| 22 | OKLO | 1.11% | 38,135 | $3M | $71.76 | -$2M | +93 | +0.2% | |
| 23 | LEU | 1.03% | 10,461 | $3M | $242.76 | -$664K | +128 | +1.2% | |
| 24 | AAPL | 1.02% | 9,253 | $3M | $271.86 | $458K | +1,171 | +14.5% | |
| 25 | PREF | 0.97% | 125,605 | $2M | $19.07 | -$80K | -3,740 | -2.9% | |
| 26 | IWO | 0.96% | 7,332 | $2M | $323.01 | $54K | +100 | +1.4% | |
| 27 | ISRG | 0.95% | 4,112 | $2M | $566.36 | $525K | +78 | +1.9% | |
| 28 | COST | 0.94% | 2,675 | $2M | $862.34 | -$158K | +12 | +0.5% | |
| 29 | ASML | 0.89% | 2,061 | $2M | $1,069.86 | $253K | +45 | +2.2% | |
| 30 | IWM | 0.89% | 8,914 | $2M | $246.16 | $22K | -65 | -0.7% | |
| 31 | VEA | 0.85% | 33,629 | $2M | $62.47 | $75K | -182 | -0.5% | |
| 32 | AXON | 0.84% | 3,653 | $2M | $567.93 | -$569K | -31 | -0.8% | |
| 33 | PANW | 0.84% | 11,236 | $2M | $184.20 | -$223K | -23 | -0.2% | |
| 34 | IEMG | 0.83% | 30,418 | $2M | $67.22 | $526K | +7,385 | +32.1% | |
| 35 | BNY | 0.83% | 17,596 | $2M | $116.09 | $208K | +758 | +4.5% | |
| 36 | HD | 0.79% | 5,689 | $2M | $344.10 | -$247K | +247 | +4.5% | |
| 37 | VXUS | 0.78% | 25,364 | $2M | $75.44 | $51K | +5 | +0.0% | |
| 38 | LOW | 0.77% | 7,915 | $2M | $241.16 | -$97K | -65 | -0.8% | |
| 39 | DE | 0.74% | 3,941 | $2M | $465.57 | -$2K | -76 | -1.9% | |
| 40 | IWR | 0.73% | 18,724 | $2M | $96.27 | -$12K | -70 | -0.4% | |
| 41 | NDAQ | 0.72% | 18,275 | $2M | $97.13 | $176K | +195 | +1.1% | |
| 42 | WSM | 0.72% | 9,921 | $2M | $178.59 | -$201K | -175 | -1.7% | |
| 43 | IWN | 0.69% | 9,335 | $2M | $181.21 | $24K | -95 | -1.0% | |
| 44 | QCOM | 0.68% | 9,781 | $2M | $171.05 | $53K | +41 | +0.4% | |
| 45 | XONA.DE | 0.68% | 13,835 | $2M | $120.34 | $128K | +203 | +1.5% | |
| 46 | TSCO | 0.66% | 32,490 | $2M | $50.01 | -$243K | -350 | -1.1% | |
| 47 | HPE | 0.65% | 66,505 | $2M | $24.02 | -$32K | +175 | +0.3% | |
| 48 | MS | 0.64% | 8,867 | $2M | $177.53 | $157K | -51 | -0.6% | |
| 49 | BLK | 0.63% | 1,449 | $2M | $1,070.34 | -$163K | -21 | -1.4% | |
| 50 | IWS | 0.63% | 10,950 | $2M | $141.05 | $39K | +169 | +1.6% | |
| 51 | PWR | 0.62% | 3,630 | $2M | $422.06 | $82K | +132 | +3.8% | |
| 52 | MU | 0.62% | 5,367 | $2M | $285.41 | $1M | +4,545 | +552.9% | |
| 53 | NXPI | 0.62% | 7,041 | $2M | $217.06 | -$75K | — | — | |
| 54 | FCX | 0.62% | 30,027 | $2M | $50.79 | $368K | +515 | +1.8% | |
| 55 | VLO | 0.62% | 9,353 | $2M | $162.79 | -$80K | -59 | -0.6% | |
| 56 | AMD | 0.62% | 7,108 | $2M | $214.16 | $1M | +5,800 | +443.4% | |
| 57 | NBIS | 0.61% | 17,995 | $2M | $83.71 | -$454K | +535 | +3.1% | |
| 58 | META | 0.61% | 2,281 | $2M | $660.09 | $100K | +367 | +19.2% | |
| 59 | EFA | 0.61% | 15,634 | $2M | $96.03 | $42K | — | — | |
| 60 | IXUS | 0.59% | 17,319 | $1M | $84.64 | $1M | +14,863 | +605.2% | |
| 61 | DLR | 0.59% | 9,409 | $1M | $154.71 | -$158K | +74 | +0.8% | |
| 62 | SCHM | 0.58% | 47,846 | $1M | $30.07 | $21K | — | — | |
| 63 | NFG | 0.58% | 17,927 | $1M | $80.06 | -$208K | +132 | +0.7% | |
| 64 | XBI | 0.56% | 11,299 | $1M | $121.93 | $330K | +845 | +8.1% | |
| 65 | BSX | 0.55% | 14,162 | $1M | $95.35 | -$19K | +139 | +1.0% | |
| 66 | FITB | 0.54% | 28,645 | $1M | $46.81 | $141K | +1,703 | +6.3% | |
| 67 | TMUS | 0.54% | 6,597 | $1M | $203.04 | -$231K | +37 | +0.6% | |
| 68 | CVX | 0.54% | 8,774 | $1M | $152.41 | -$22K | +21 | +0.2% | |
| 69 | EQIX | 0.54% | 1,730 | $1M | $766.16 | -$21K | +11 | +0.6% | |
| 70 | TMO | 0.51% | 2,152 | $1M | $579.45 | $203K | — | — | |
| 71 | VST | 0.50% | 7,705 | $1M | $161.33 | -$264K | +15 | +0.2% | |
| 72 | GEHC | 0.50% | 15,083 | $1M | $82.02 | $96K | -117 | -0.8% | |
| 73 | DHR | 0.48% | 5,161 | $1M | $228.92 | $152K | -32 | -0.6% | |
| 74 | NXT | 0.48% | 13,470 | $1M | $87.11 | $192K | +200 | +1.5% | |
| 75 | NU | 0.46% | 68,355 | $1M | $16.74 | $45K | -300 | -0.4% | |
| 76 | SNOW | 0.45% | 5,001 | $1M | $219.36 | -$11K | +88 | +1.8% | |
| 77 | CCJ | 0.43% | 11,508 | $1M | $91.49 | $96K | +100 | +0.9% | |
| 78 | J | 0.43% | 7,947 | $1M | $132.46 | -$116K | +148 | +1.9% | |
| 79 | VWO | 0.42% | 19,157 | $1M | $53.76 | $2K | +194 | +1.0% | |
| 80 | ESE | 0.41% | 5,229 | $1M | $195.39 | -$62K | +98 | +1.9% | |
| 81 | SYK | 0.41% | 2,891 | $1M | $351.47 | -$29K | +65 | +2.3% | |
| 82 | GS | 0.40% | 1,119 | $984K | $879.00 | $109K | +21 | +1.9% | |
| 83 | NEE | 0.40% | 12,224 | $981K | $80.28 | $66K | +99 | +0.8% | |
| 84 | AVAV | 0.40% | 4,046 | $979K | $241.89 | -$283K | +39 | +1.0% | |
| 85 | CTRE | 0.38% | 26,122 | $945K | $36.16 | $45K | +195 | +0.8% | |
| 86 | RIO | 0.38% | 11,680 | $935K | $80.03 | $164K | — | — | |
| 87 | GOOGL | 0.36% | 2,812 | $880K | $313.00 | $326K | +532 | +23.3% | |
| 88 | NOW | 0.35% | 5,645 | $865K | $153.19 | -$152K | +4,540 | +410.9% | |
| 89 | IWP | 0.35% | 6,309 | $864K | $136.94 | -$35K | — | — | |
| 90 | TJX | 0.35% | 5,598 | $860K | $153.61 | $76K | +175 | +3.2% | |
| 91 | NSIT | 0.34% | 10,415 | $849K | $81.47 | -$333K | — | — | |
| 92 | JEPI | 0.33% | 14,197 | $813K | $57.24 | $19K | +300 | +2.2% | |
| 93 | INDA | 0.33% | 14,889 | $805K | $54.05 | $34K | +80 | +0.5% | |
| 94 | CELH | 0.32% | 17,482 | $800K | $45.74 | -$181K | +430 | +2.5% | |
| 95 | VOO | 0.32% | 1,264 | $793K | $627.13 | $19K | — | — | |
| 96 | VTWO | 0.32% | 7,932 | $789K | $99.52 | $51K | +380 | +5.0% | |
| 97 | SCHF | 0.31% | 32,096 | $772K | $24.04 | $88K | +2,720 | +9.3% | |
| 98 | TM | 0.31% | 3,598 | $770K | $214.06 | $83K | — | — | |
| 99 | PFE | 0.31% | 30,459 | $758K | $24.90 | -$4K | +551 | +1.8% | |
| 100 | TEM | 0.30% | 12,418 | $733K | $59.05 | -$253K | +193 | +1.6% |