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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
WMTWalmart Inc
Recent Activity
Increased 0.09%
1.49%
$2.76M
34,182 shares@ $80.76 avg price
STRLSterling Infrastructure Inc
Recent Activity
Increased 0.17%
1.39%
$2.569M
17,716 shares@ $145.03 avg price
PREFPrincipal Exchange Traded Fd
Recent Activity
New Position
1.35%
$2.491M
132,430 shares@ $18.82 avg price
NSITInsight Enterprises Inc
Recent Activity
1.29%
$2.388M
11,086 shares@ $215.4 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.46%
1.27%
$2.357M
2,659 shares@ $886.53 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -0.17%
1.22%
$2.256M
8,330 shares@ $270.86 avg price
VRTVertiv Holdings Co
Recent Activity
1.21%
$2.234M
22,458 shares@ $99.5 avg price
HDHome Depot Inc
Recent Activity
Increased 0.16%
1.17%
$2.161M
5,332 shares@ $405.21 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -0.1%
1.15%
$2.128M
12,968 shares@ $164.09 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 0.66%
1.14%
$2.116M
56,880 shares@ $37.2 avg price