Carolyn Zuendel

Legacy Bridge, Llc

Assets Managed

$262.21M

Holdings

320

Last Quarter

2026 - Q1

Filed Date

1mo 14d ago

Growth Rate

6.43%(2Q avg: 4.48%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Bridge, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 320 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 262.21M in assets, with a quarterly growth rate of 6.43% and a 2-quarter average growth rate of 4.48%. The portfolio is managed by Carolyn Zuendel, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Increased 1.21%	4.34%	$11.377M 65,235 shares@ $174.41 avg price	Increased 1.21%
GEV Ge Vernova Inc Recent Activity Increased 1.35%	3.88%	$10.169M 11,650 shares@ $872.9 avg price	Increased 1.35%
PLTR Palantir Technologies Inc-a Recent Activity Increased 2.91%	3.38%	$8.853M 60,520 shares@ $146.29 avg price	Increased 2.91%
STRL Sterling Infrastructure Inc Recent Activity Increased 4.23%	2.99%	$7.827M 19,217 shares@ $407.28 avg price	Increased 4.23%
AVGO Broadcom Inc Recent Activity Increased 3.97%	2.67%	$6.977M 22,542 shares@ $309.52 avg price	Increased 3.97%
WTBA West Bancorporation Recent Activity Decreased -3.38%	2.24%	$5.848M 245,801 shares@ $23.8 avg price	Decreased -3.38%
CAT Caterpillar Inc Recent Activity Increased 4.13%	2.08%	$5.433M 7,669 shares@ $708.47 avg price	Increased 4.13%
CLS Celestica Inc Recent Activity Decreased -3.26%	1.93%	$5.037M 17,883 shares@ $281.69 avg price	Decreased -3.26%
VRT Vertiv Holdings Co-a Recent Activity Increased 4.65%	1.91%	$4.995M 19,934 shares@ $250.59 avg price	Increased 4.65%
ANET Arista Networks Inc Recent Activity Increased 2.61%	1.85%	$4.836M 39,387 shares@ $122.79 avg price	Increased 2.61%

1-10 of 320