Legacy Trust

CIK: 0001772483SEC EDGAR →

Portfolio Value

$534.7M

Holdings

192

As of

Q4 2025

New Positions

192

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
AAPL

APPLE INC

124,248$33.8M
6.32%
2
IVV

ISHARES TR

39,728$27.2M
5.09%
3
MSFT

MICROSOFT CORP

44,378$21.5M
4.01%
4
GOOGL

ALPHABET INC

54,243$17.0M
3.18%
5
NVDA

NVIDIA CORPORATION

87,373$16.3M
3.05%
6
URI

UNITED RENTALS INC

17,290$14.0M
2.62%
7
GS

GOLDMAN SACHS GROUP INC

15,466$13.6M
2.54%
8
TSM

TAIWAN SEMICONDUCTOR MFG LTD

43,307$13.2M
2.46%
9
JPM

JPMORGAN CHASE & CO.

39,814$12.8M
2.40%
10
V

VISA INC

35,126$12.3M
2.30%

Quarterly Changes

Top Buys

AAPLNEW
$33.8M
IVVNEW
$27.2M
MSFTNEW
$21.5M
GOOGLNEW
$17.0M
NVDANEW
$16.3M

Top Sells

No sells this quarter

New Positions (192)

AAPL
$33.8M · 124K shares
IVV
$27.2M · 40K shares
MSFT
$21.5M · 44K shares
GOOGL
$17.0M · 54K shares
NVDA
$16.3M · 87K shares
URI
$14.0M · 17K shares
GS
$13.6M · 15K shares
TSM
$13.2M · 43K shares
JPM
$12.8M · 40K shares
V
$12.3M · 35K shares
PANW
$12.3M · 67K shares
AXP
$11.6M · 31K shares
AMZN
$11.3M · 49K shares
RTX
$11.3M · 61K shares
META
$9.6M · 15K shares
SPY
$9.6M · 14K shares
GWW
$9.5M · 9K shares
CMI
$9.3M · 18K shares
IJR
$9.2M · 76K shares
JNJ
$9.1M · 44K shares
EXPE
$8.9M · 31K shares
SYK
$7.9M · 22K shares
IWV
$7.6M · 20K shares
IJH
$7.3M · 110K shares
LNG
$7.3M · 37K shares
COST
$7.3M · 8K shares
QCOM
$6.9M · 40K shares
ISRG
$6.7M · 12K shares
TTWO
$6.3M · 25K shares
LEN
$5.5M · 54K shares
IWM
$4.6M · 19K shares
ALLY
$4.6M · 101K shares
GOOG
$4.2M · 13K shares
IWR
$4.1M · 43K shares
WYNN
$4.1M · 34K shares
HD
$4.0M · 12K shares
DD
$4.0M · 99K shares
EFA
$3.8M · 39K shares
CHWY
$3.7M · 112K shares
ORCL
$3.7M · 19K shares
ALB
$3.6M · 26K shares
USB
$3.6M · 68K shares
INCY
$3.6M · 36K shares
DIS
$3.4M · 30K shares
UBER
$3.4M · 42K shares
PYPL
$2.9M · 50K shares
IWF
$2.9M · 6K shares
KLAC
$2.7M · 2K shares
NKE
$2.7M · 42K shares
EL
$2.6M · 24K shares
LLY
$2.5M · 2K shares
BRK/B
$2.5M · 5K shares
EEM
$2.4M · 44K shares
TJX
$2.4M · 15K shares
ECL
$2.1M · 8K shares
TMO
$1.9M · 3K shares
ROP
$1.9M · 4K shares
ELV
$1.8M · 5K shares
ILMN
$1.8M · 14K shares
ADBE
$1.8M · 5K shares
ZTS
$1.7M · 13K shares
ABBV
$1.7M · 7K shares
XOM
$1.6M · 14K shares
SBUX
$1.6M · 19K shares
PEP
$1.6M · 11K shares
MCD
$1.5M · 5K shares
EOG
$1.5M · 14K shares
APH
$1.5M · 11K shares
GNTX
$1.4M · 62K shares
VO
$1.4M · 5K shares
VEA
$1.4M · 22K shares
NEE
$1.3M · 17K shares
AFW
$1.3M · 8K shares
INTU
$1.3M · 2K shares
EW
$1.3M · 15K shares
ABT
$1.2M · 10K shares
VIG
$1.2M · 6K shares
AVGO
$1.2M · 3K shares
CSCO
$1.2M · 15K shares
CVX
$1.2M · 8K shares
IWB
$1.1M · 3K shares
AQLT
$1.1M · 8K shares
VLO
$1.1M · 7K shares
IWD
$1.1M · 5K shares
DGRO
$1.0M · 15K shares
IBM
$993K · 3K shares
AMGN
$979K · 3K shares
CAT
$977K · 2K shares
LULU
$956K · 5K shares
VTI
$925K · 3K shares
ACN
$921K · 3K shares
UNP
$919K · 4K shares
A4S
$906K · 2K shares
PG
$903K · 6K shares
QUAL
$897K · 5K shares
KO
$887K · 13K shares
FDX
$876K · 3K shares
INTC
$874K · 24K shares
ACIO
$857K · 20K shares
FITB
$854K · 18K shares
VOO
$826K · 1K shares
IJT
$818K · 6K shares
IDXX
$809K · 1K shares
NDQ
$793K · 1K shares
PRFZ
$783K · 17K shares
PLTR
$759K · 4K shares
IWO
$740K · 2K shares
BLK
$653K · 611 shares
MRK
$645K · 6K shares
MA
$642K · 1K shares
AQLT
$642K · 7K shares
AMT
$641K · 4K shares
NSC
$640K · 2K shares
PTLC
$605K · 11K shares
GQ9
$579K · 1K shares
CL
$558K · 7K shares
FPX
$544K · 3K shares
PFE
$538K · 22K shares
ICE
$528K · 3K shares
PTNQ
$525K · 7K shares
MTUM
$515K · 2K shares
MU
$512K · 2K shares
AMD
$497K · 2K shares
MMM
$491K · 3K shares
ADSK
$489K · 2K shares
MPC
$488K · 3K shares
PTMC
$487K · 14K shares
BIV
$487K · 6K shares
DE
$482K · 1K shares
T
$482K · 19K shares
BA
$480K · 2K shares
J
$478K · 4K shares
IWN
$465K · 3K shares
HON
$454K · 2K shares
IVW
$453K · 4K shares
VV
$451K · 1K shares
FVD
$450K · 10K shares
LGLV
$450K · 3K shares
EMR
$448K · 3K shares
CRM
$446K · 2K shares
GD
$437K · 1K shares
SO
$422K · 5K shares
FISV
$420K · 6K shares
4I1
$411K · 3K shares
SDY
$407K · 3K shares
PTIN
$402K · 13K shares
USMV
$401K · 4K shares
MINT
$401K · 4K shares
ROL
$390K · 7K shares
NUE
$376K · 2K shares
ADM
$368K · 6K shares
MO
$363K · 6K shares
GE
$358K · 1K shares
DUK
$343K · 3K shares
FAST
$343K · 9K shares
WMT
$342K · 3K shares
LIN
$340K · 799 shares
EMXC
$336K · 5K shares
CEG
$325K · 921 shares
SLYG
$324K · 3K shares
COP
$323K · 3K shares
BAC
$316K · 8K shares
VYMI
$315K · 4K shares
MDT
$311K · 3K shares
CME
$309K · 1K shares
TRV
$290K · 1K shares
CARR
$289K · 5K shares
TTC
$284K · 4K shares
IVE
$280K · 1K shares
XMLV
$275K · 4K shares
IBHI
$267K · 11K shares
XSLV
$258K · 6K shares
VB
$258K · 1K shares
SMDV
$256K · 4K shares
MDY
$256K · 426 shares
GWRE
$250K · 1K shares
APD
$250K · 1K shares
BKNG
$246K · 46 shares
TM
$244K · 1K shares
WFC
$241K · 3K shares
TSLA
$238K · 531 shares
OTIS
$237K · 3K shares
JBHT
$236K · 1K shares
BAC
$212K · 4K shares
DYH
$210K · 2K shares
VUG
$208K · 427 shares
FTNT
$204K · 3K shares
PGR
$203K · 893 shares
HBAN
$203K · 12K shares
F
$191K · 15K shares
VRCA
$143K · 17K shares
UFPI
$76K · 840 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services67$167.7M31.4%
Technology25$126.9M23.7%
Industrials22$54.3M10.2%
Consumer Cyclical17$49.4M9.2%
Healthcare18$44.5M8.3%
Communication Services6$41.1M7.7%
Consumer Defensive9$14.8M2.8%
Energy7$13.5M2.5%
Basic Materials7$10.8M2.0%
Unknown9$8.4M1.6%
Utilities4$2.4M0.5%
Real Estate1$641K0.1%