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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
AAPLApple Inc
Recent Activity
Increased 0.21%
1.13%
$2.082M
8,934 shares@ $233.0 avg price
PANWPalo Alto Networks Inc
Recent Activity
1.12%
$2.07M
6,056 shares@ $341.81 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -5.01%
1.1%
$2.034M
3,219 shares@ $631.83 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -0.12%
1.04%
$1.931M
3,930 shares@ $491.28 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 0.19%
1.04%
$1.919M
11,052 shares@ $173.68 avg price
TSCOTractor Supply Co
Recent Activity
Decreased -0.52%
1.04%
$1.914M
6,578 shares@ $290.94 avg price
XBISpdr Ser Tr
Recent Activity
Increased 0.05%
1.02%
$1.89M
19,129 shares@ $98.81 avg price
IWMIshares Tr
Recent Activity
Decreased -0.05%
1.02%
$1.883M
8,525 shares@ $220.9 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
0.99%
$1.837M
23,672 shares@ $77.62 avg price
NXPINxp Semiconductors N V
Recent Activity
0.98%
$1.817M
7,570 shares@ $240.02 avg price