$138 Million is the total value of Legacy Bridge, LLC's 292 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JCI | New | JOHNSON CTLS INTL PLC | $1,258,000 | – | 27,005 | +100.0% | 0.91% | – |
| FSLR | New | FIRST SOLAR INC | $1,171,000 | – | 11,840 | +100.0% | 0.85% | – |
| NEE | New | NEXTERA ENERGY INC | $1,136,000 | – | 14,730 | +100.0% | 0.82% | – |
| RHI | New | ROBERT HALF INTL INC | $1,087,000 | – | 17,390 | +100.0% | 0.79% | – |
| J | New | JACOBS ENGR GROUP INC | $1,039,000 | – | 9,540 | +100.0% | 0.75% | – |
| DAL | New | DELTA AIR LINES INC DEL | $1,033,000 | – | 25,700 | +100.0% | 0.75% | – |
| MDT | New | MEDTRONIC PLC | $152,000 | – | 1,300 | +100.0% | 0.11% | – |
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $25,000 | – | 200 | +100.0% | 0.02% | – |
| VTRS | New | VIATRIS INC | $13,000 | – | 710 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WEST BANCORPORATION INC | 20 | Q3 2023 | 12.5% |
| MICROSOFT CORP | 20 | Q3 2023 | 2.2% |
| APPLE INC | 20 | Q3 2023 | 2.1% |
| ISHARES TR | 20 | Q3 2023 | 1.7% |
| ISHARES TR | 20 | Q3 2023 | 1.8% |
| VANGUARD STAR FDS | 20 | Q3 2023 | 2.3% |
| ISHARES TR | 20 | Q3 2023 | 1.5% |
| HONEYWELL INTL INC | 20 | Q3 2023 | 1.2% |
| HOME DEPOT INC | 20 | Q3 2023 | 1.3% |
| LOWES COS INC | 20 | Q3 2023 | 1.3% |
View Legacy Bridge, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-18 |
View Legacy Bridge, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.