$155 Million is the total value of Legacy Bridge, LLC's 292 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GM | New | GENERAL MTRS CO | $1,201,000 | – | 20,895 | +100.0% | 0.78% | – |
| IGSB | New | ISHARES TR | $1,111,000 | – | 20,315 | +100.0% | 0.72% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $145,000 | – | 1,090 | +100.0% | 0.09% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $107,000 | – | 767 | +100.0% | 0.07% | – |
| DKNG | New | DRAFTKINGS INC | $49,000 | – | 800 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-29
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.