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Carolyn Zuendel

@Legacy Bridge, Llc

Latest period2024 - Q3ReportedManaged Assets$185.699MTotal holdings293
Assets growth rate9.47%Assets growth rate (2-Q avg)4.36%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Bridge, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Legacy Bridge, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 185.699M in assets, with a quarterly growth rate of 9.47% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Carolyn Zuendel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Increased 2.39%
3.54%
$6.574M
54,130 shares@ $121.45 avg price
WTBAWest Bancorporation Inc
Recent Activity
Decreased -3.28%
3%
$5.562M
292,576 shares@ $19.02 avg price
AVGOBroadcom Inc
Recent Activity
Increased 926.41%
2.77%
$5.129M
29,735 shares@ $172.51 avg price
ANETArista Networks Inc
Recent Activity
Increased 1.54%
1.91%
$3.543M
9,231 shares@ $383.83 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -7.88%
1.85%
$3.421M
7,951 shares@ $430.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.47%
1.73%
$3.202M
6,956 shares@ $460.27 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.07%
1.7%
$3.141M
16,857 shares@ $186.34 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -0.1%
1.65%
$3.062M
9,238 shares@ $331.45 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -1.58%
1.63%
$3.018M
3,407 shares@ $885.95 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.17%
1.51%
$2.796M
7,148 shares@ $391.13 avg price