Sierra Legacy Group
CIK: 0002056766SEC EDGAR →
Portfolio Value
$136.2B
Holdings
72
As of
Q4 2025
New Positions
72
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 195,143 | $21.5B | 15.78% |
| 2 | MICROSOFT CORP | 15,718 | $7.6B | 5.58% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 11,549 | $5.8B | 4.26% |
| 4 | TJX COS INC NEW | 34,612 | $5.3B | 3.90% |
| 5 | ROSS STORES INC | 27,103 | $4.9B | 3.58% |
| 6 | CUMMINS INC | 8,700 | $4.4B | 3.26% |
| 7 | APPLE INC | 13,929 | $3.8B | 2.78% |
| 8 | SPDR SERIES TRUST | 38,905 | $3.6B | 2.61% |
| 9 | ALLEGION PLC | 21,977 | $3.5B | 2.57% |
| 10 | ALPHABET INC | 10,250 | $3.2B | 2.35% |
Quarterly Changes
New Positions (72)
$21.5B · 195K shares
$7.6B · 16K shares
$5.8B · 12K shares
$5.3B · 35K shares
$4.9B · 27K shares
$4.4B · 9K shares
$3.8B · 14K shares
$3.6B · 39K shares
$3.5B · 22K shares
$3.2B · 10K shares
$3.2B · 12K shares
$3.2B · 7K shares
$3.1B · 9K shares
$2.7B · 15K shares
$2.3B · 11K shares
$2.3B · 17K shares
$2.0B · 27K shares
$2.0B · 11K shares
$2.0B · 5K shares
$1.8B · 3K shares
$1.7B · 25K shares
$1.6B · 6K shares
$1.6B · 3K shares
$1.6B · 3K shares
$1.5B · 7K shares
$1.5B · 6K shares
$1.5B · 6K shares
$1.4B · 2K shares
$1.4B · 2K shares
$1.4B · 5K shares
$1.4B · 6K shares
$1.4B · 6K shares
$1.3B · 10K shares
$1.3B · 3K shares
$1.3B · 19K shares
$1.3B · 5K shares
$1.1B · 2K shares
$1.1B · 809 shares
$1.1B · 3K shares
$1.1B · 3K shares
$1.1B · 5K shares
$1.0B · 16K shares
$1.0B · 4K shares
$1.0B · 3K shares
$992.0M · 3K shares
$971.0M · 3K shares
$971.0M · 5K shares
$951.0M · 8K shares
$935.0M · 11K shares
$859.0M · 3K shares
$850.0M · 5K shares
$763.0M · 885 shares
$757.0M · 9K shares
$718.0M · 6K shares
$680.0M · 3K shares
$643.0M · 2K shares
$602.0M · 9K shares
$543.0M · 14K shares
$528.0M · 13K shares
$487.0M · 3K shares
$484.0M · 3K shares
$460.0M · 2K shares
$446.0M · 2K shares
$438.0M · 4K shares
$338.0M · 3K shares
$276.0M · 1K shares
$262.0M · 3K shares
$251.0M · 1K shares
$229.0M · 775 shares
$212.0M · 99 shares
$204.0M · 795 shares
$200.0M · 614 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 10 | $33.7B | 24.8% |
| Technology | 19 | $30.1B | 22.1% |
| Industrials | 19 | $30.0B | 22.0% |
| Consumer Cyclical | 5 | $14.3B | 10.5% |
| Healthcare | 12 | $12.6B | 9.2% |
| Unknown | 2 | $7.1B | 5.2% |
| Consumer Defensive | 3 | $4.2B | 3.1% |
| Communication Services | 2 | $4.1B | 3.0% |