Legacy Trust

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1772483
Institutional-grade research for retail investors

13F Reported Value

$521.9M

Holdings

203

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Legacy Trust disclosed 203 positions worth $521.9M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.1% of the equity portfolio. During the quarter the fund opened 12 new positions and exited 5 — including a new stake in $ETN and a full exit from $GWRE. The portfolio is most concentrated in Technology (29.9% of disclosed assets). All figures are sourced directly from Legacy Trust’s Form 13F-HR filing with the SEC under CIK 1772483.

Sector Allocation

TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Legacy Trust's 203 positions.

Showing top 10 of 203 holdings.

Sector Allocation

Technology

$156.1M

Other

$106.0M

Financials

$59.4M

Consumer Discretionary

$57.1M

Industrials

$51.7M

Healthcare

$44.3M

Energy

$20.2M

Materials

$12.4M

Full Holdings — Legacy Trust (Q1 2026)

All 203 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1AAPL$AAPLApple Inc.$31.9M6.1%+1%76.1
2ISHARES TR$28.1M5.4%+8%
3MSFT$MSFTMICROSOFT CORP$16.8M3.2%+2%83.7
4GOOG$GOOGAlphabet Inc.$15.6M3.0%+0%80.2
5TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$14.5M2.8%-1%
6NVDA$NVDANVIDIA CORP$13.1M2.5%-14%90.2
7GS$GSGOLDMAN SACHS GROUP INC$13.0M2.5%-0%
8URI$URIUNITED RENTALS, INC.$12.7M2.4%+1%70.7
9RTX$RTXRTX Corp$11.8M2.3%-0%70
10JNJ$JNJJOHNSON & JOHNSON$11.0M2.1%+3%72.8
11PANW$PANWPalo Alto Networks Inc$11.0M2.1%+3%66.5
12V$VVISA INC.$10.8M2.1%+2%83.5
13LNG$LNGCheniere Energy, Inc.$10.6M2.0%-0%48.4
14AMZN$AMZNAMAZON COM INC$10.4M2.0%+2%74.6
15GWW$GWWW.W. GRAINGER, INC.$10.3M2.0%+1%69.5
16SYK$SYKSTRYKER CORP$10.0M1.9%+36%69.8
17AXP$AXPAMERICAN EXPRESS CO$9.8M1.9%+3%73.2
18CMI$CMICUMMINS INC$9.7M1.9%-1%58.9
19ISHARES TR$9.6M1.8%+1%
20SPY$SPYSPDR S&P 500 ETF TRUST$9.1M1.7%-0%
21COST$COSTCOSTCO WHOLESALE CORP /NEW$8.5M1.6%+1%67
22META$METAMeta Platforms, Inc.$8.5M1.6%+1%80.9
23ISHARES TR$7.8M1.5%+5%
24EXPE$EXPEExpedia Group, Inc.$7.4M1.4%+1%65.7
25JPM$JPMJPMORGAN CHASE & CO$7.1M1.4%-39%35.6
26ISHARES TR$7.0M1.3%-4%
27ISRG$ISRGINTUITIVE SURGICAL INC$5.6M1.1%+2%81.4
28QCOM$QCOMQUALCOMM INC/DE$5.3M1.0%+3%81.9
29TTWO$TTWOTAKE TWO INTERACTIVE SOFTWARE INC$5.0M0.9%+2%47.2
30LEN$LENLENNAR CORP /NEW/$4.8M0.9%+3%49.2
31ISHARES TR$4.7M0.9%+1%
32DD$DDDuPont de Nemours, Inc.$4.6M0.9%+2%31.1
33ALB$ALBALBEMARLE CORP$4.6M0.9%+0%50.2
34CRM$CRMSalesforce, Inc.$4.2M0.8%+1245%75.2
35GOOGL$GOOGLAlphabet Inc.$4.2M0.8%+10%80.2
36ISHARES TR$4.2M0.8%+0%
37ALLY$ALLYAlly Financial Inc.$4.1M0.8%+4%69.3
38ISHARES TR$3.9M0.7%+1%
39WYNN$WYNNWYNN RESORTS LTD$3.6M0.7%+5%
40USB$USBUS BANCORP DE$3.6M0.7%+3%71.4
41INCY$INCYINCYTE CORP$3.5M0.7%+3%81.2
42UBER$UBERUber Technologies, Inc$3.5M0.7%+15%79.3
43HD$HDHOME DEPOT, INC.$3.4M0.7%-10%69.2
44KLAC$KLACKLA CORP$3.3M0.6%+0%84.4
45CHWY$CHWYChewy, Inc.$3.2M0.6%+5%61.3
46DIS$DISWalt Disney Co$3.0M0.6%+3%68.9
47ISHARES TR$2.8M0.5%+13%
48ORCL$ORCLORACLE CORP$2.7M0.5%-1%67.2
49XOM$XOMEXXON MOBIL CORP$2.6M0.5%+14%61.8
50TJX$TJXTJX COMPANIES INC /DE/$2.5M0.5%+2%70.7
51NKE$NKENIKE, Inc.$2.4M0.5%+9%53.4
52ISHARES TR$2.4M0.5%-7%
53EOG$EOGEOG RESOURCES INC$2.4M0.5%+15%71.1
54PYPL$PYPLPayPal Holdings, Inc.$2.4M0.5%+5%70.5
55LLY$LLYELI LILLY & Co$2.3M0.4%+8%89.3
56BRK.B$BRK.BBERKSHIRE HATHAWAY INC$2.2M0.4%-5%64.5
57ECL$ECLECOLAB INC.$2.2M0.4%-0%64.3
58EL$ELESTEE LAUDER COMPANIES INC$1.9M0.4%+10%52.5
59ILMN$ILMNILLUMINA, INC.$1.8M0.3%+9%62.5
60ABBV$ABBVAbbVie Inc.$1.8M0.3%+11%59.3
61PEP$PEPPEPSICO INC$1.7M0.3%-0%62.7
62SBUX$SBUXSTARBUCKS CORP$1.7M0.3%-1%54.6
63AVGO$AVGOBroadcom Inc.$1.7M0.3%+54%86.4
64VLO$VLOVALERO ENERGY CORP/TX$1.7M0.3%-1%51.4
65TMO$TMOTHERMO FISHER SCIENTIFIC INC.$1.6M0.3%-1%63.7
66ALGN$ALGNALIGN TECHNOLOGY INC$1.6M0.3%+12%58.2
67ZTS$ZTSZoetis Inc.$1.6M0.3%-1%72.6
68CVX$CVXCHEVRON CORP$1.6M0.3%-2%54.7
69MCD$MCDMCDONALDS CORP$1.5M0.3%-1%73.9
70NEE$NEENEXTERA ENERGY INC$1.5M0.3%-2%71.7
71ROP$ROPROPER TECHNOLOGIES INC$1.5M0.3%+0%72.2
72ELV$ELVElevance Health, Inc.$1.5M0.3%-0%59.4
73VANGUARD INDEX FDS$1.4M0.3%-0%
74APH$APHAMPHENOL CORP /DE/$1.4M0.3%-2%80.5
75GNTX$GNTXGENTEX CORP$1.4M0.3%-0%65.5
76ADBE$ADBEADOBE INC.$1.2M0.2%-0%80.4
77ISHARES TR$1.2M0.2%+0%
78VANGUARD SPECIALIZED FUNDS$1.2M0.2%-2%
79VANGUARD TAX-MANAGED FDS$1.2M0.2%-18%
80FDX$FDXFEDEX CORP$1.1M0.2%+0%60.3
81CAT$CATCATERPILLAR INC$1.1M0.2%-13%67.8
82ISHARES TR$1.1M0.2%+0%
83AMGN$AMGNAMGEN INC$1.0M0.2%-0%79.5
84CSCO$CSCOCISCO SYSTEMS, INC.$1.0M0.2%-11%72.3
85INTC$INTCINTEL CORP$1.0M0.2%-0%41.5
86KO$KOCOCA COLA CO$1.0M0.2%+7%74
87ISHARES TR$1.0M0.2%-3%
88UNP$UNPUNION PACIFIC CORP$964,9000.2%+0%74
89PG$PGPROCTER & GAMBLE Co$944,9260.2%+4%72.9
90FITB$FITBFIFTH THIRD BANCORP$926,8770.2%+9%
91ISHARES TR$915,5760.2%-17%
92ISHARES TR$893,2600.2%+37%
93VANGUARD INDEX FDS$885,7560.2%+0%
94ISHARES TR$866,3040.2%+0%
95LULU$LULUlululemon athletica inc.$851,2360.2%+21%62.9
96ISHARES TR$837,1470.2%-0%
97ETF SER SOLUTIONS$823,7590.2%+0%
98AMP$AMPAMERIPRISE FINANCIAL INC$821,2510.2%-0%70.2
99ABT$ABTABBOTT LABORATORIES$812,3250.2%-20%67
100IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$811,7640.2%-0%66.7
101INVESCO EXCHANGE TRADED FD T$782,7720.1%+0%
102VANGUARD INDEX FDS$781,5950.1%-1%
103PFE$PFEPFIZER INC$774,8110.1%+28%69
104MRK$MRKMerck & Co., Inc.$758,1880.1%+3%70.9
105QQQ$QQQINVESCO QQQ TRUST, SERIES 1$745,7170.1%+0%
106MPC$MPCMarathon Petroleum Corp$732,7840.1%+0%50.7
107ISHARES TR$718,9390.1%+0%
108ISHARES INC$701,8050.1%+93%
109INTU$INTUINTUIT INC.$700,8880.1%-16%82
110ACN$ACNAccenture plc$681,7210.1%+0%
111IDXX$IDXXIDEXX LABORATORIES INC /DE$672,0200.1%+0%73.6
112NSC$NSCNORFOLK SOUTHERN CORP$630,5390.1%-1%70.8
113AMT$AMTAMERICAN TOWER CORP /MA/$628,3640.1%-0%69.8
114PLTR$PLTRPalantir Technologies Inc.$626,8100.1%+0%85.8
115GLD$GLDSPDR GOLD TRUST$607,1390.1%-3%
116CL$CLCOLGATE PALMOLIVE CO$605,5590.1%+1%72.4
117BLK$BLKBlackRock, Inc.$587,6050.1%+0%70.3
118DE$DEDEERE & CO$583,5790.1%-0%57.4
119EW$EWEdwards Lifesciences Corp$582,5820.1%-51%67.6
120PACER FDS TR$571,9710.1%+0%
121MU$MUMICRON TECHNOLOGY INC$563,8550.1%-7%88.4
122MA$MAMastercard Inc$559,6190.1%-0%81.7
123PACER FDS TR$558,9720.1%+12%
124T$TAT&T INC.$546,5480.1%-3%71.9
125ETN$ETNEaton Corp plc$544,3740.1%NEW
126FIRST TR EXCHANGE-TRADED FD$528,6780.1%+0%
127HON$HONHONEYWELL INTERNATIONAL INC$524,1640.1%-0%65.7
128AMAT$AMATAPPLIED MATERIALS INC /DE$523,9640.1%NEW74.8
129ICE$ICEIntercontinental Exchange, Inc.$509,5870.1%-1%73.8
130ISHARES TR$494,3790.1%+0%
131PACER FDS TR$487,5920.1%+0%
132ISHARES TR$486,8670.1%+0%
133NOC$NOCNORTHROP GRUMMAN CORP /DE/$483,7080.1%NEW60.5
134PACER FDS TR$473,1660.1%+14%
135AMD$AMDADVANCED MICRO DEVICES INC$472,9750.1%+0%78.8
136ADM$ADMArcher-Daniels-Midland Co$466,4520.1%+0%49.4
137FIRST TR EXCHANGE-TRADED FD$459,7180.1%+0%
138J$JJACOBS SOLUTIONS INC.$457,5720.1%-1%47.7
139SPDR SERIES TRUST$457,3610.1%+0%
140PM$PMPhilip Morris International Inc.$455,8420.1%+7%80.5
141SO$SOSOUTHERN CO$452,7750.1%-3%65.1
142VANGUARD BD INDEX FDS$447,7210.1%-7%
143GD$GDGENERAL DYNAMICS CORP$446,5290.1%+0%73
144EMR$EMREMERSON ELECTRIC CO$440,3580.1%-1%65.9
145COP$COPCONOCOPHILLIPS$436,2600.1%-4%74.8
146BA$BABOEING CO$433,2880.1%-2%51.8
147MMM$MMM3M CO$431,6240.1%-3%60.7
148VANGUARD INDEX FDS$428,8500.1%+0%
149SPDR SERIES TRUST$427,3120.1%+0%
150ISHARES TR$411,9470.1%-1%
151PIMCO ETF TR$402,2800.1%+0%
152ADSK$ADSKAutodesk, Inc.$396,2070.1%+0%76.4
153LIN$LINLINDE PLC$396,1120.1%+0%
154ISHARES TR$395,5360.1%+0%
155MO$MOALTRIA GROUP, INC.$394,0260.1%-5%72.1
156ISHARES TR$392,9550.1%+313%
157FAST$FASTFASTENAL CO$390,5490.1%-2%73.5
158WMT$WMTWalmart Inc.$381,5400.1%+0%63.2
159DUK$DUKDuke Energy CORP$379,4640.1%-1%64
160NUE$NUENUCOR CORP$372,1890.1%-5%58.9
161FTNT$FTNTFortinet, Inc.$352,9490.1%+68%78.1
162FISV$FISVFISERV INC$347,9690.1%-0%67.4
163ROL$ROLROLLINS INC$347,1650.1%+0%73.2
164TTC$TTCTORO CO$336,2910.1%-0%69.5
165CME$CMECME GROUP INC.$334,9270.1%+0%74.5
166ISHARES TR$334,0400.1%+70%
167SPDR SERIES TRUST$333,3390.1%+0%
168VANGUARD WHITEHALL FDS$329,8400.1%+0%
169VZ$VZVERIZON COMMUNICATIONS INC$321,6310.1%-18%71.6
170CARR$CARRCARRIER GLOBAL Corp$320,4600.1%+4%61.5
171MS$MSMORGAN STANLEY$317,9490.1%NEW
172IVZ$IVZInvesco Ltd.$312,8300.1%NEW
173IAU$IAUISHARES GOLD TRUST$305,4740.1%NEW
174APD$APDAir Products & Chemicals, Inc.$294,5570.1%+0%41.2
175NVT$NVTnVent Electric plc$291,9150.1%NEW
176GE$GEGENERAL ELECTRIC CO$291,7160.1%-12%74.8
177TRV$TRVTRAVELERS COMPANIES, INC.$291,6800.1%+0%71.5
178VANGUARD INDEX FDS$281,8260.1%+7%
179MDT$MDTMedtronic plc$279,9660.1%-0%
180IVZ$IVZInvesco Ltd.$277,9500.1%+0%
181ISHARES TR$275,3400.1%-2%
182PROSHARES TR$266,9040.1%+0%
183ISHARES TR$264,0060.1%+0%
184IVZ$IVZInvesco Ltd.$262,8790.1%+0%
185MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$262,7400.1%+0%
186LRCX$LRCXLAM RESEARCH CORP$258,3150.1%NEW82.4
187JBHT$JBHTHUNT J B TRANSPORT SERVICES INC$257,4590.1%+0%56.5
188TGT$TGTTARGET CORP$255,2470.1%-2%53.1
189CEG$CEGConstellation Energy Corp$254,3970.1%-1%62.5
190VANGUARD INDEX FDS$236,7400.1%+27%
191TM$TMTOYOTA MOTOR CORP/$234,9430.1%+0%
192JANUS DETROIT STR TR$232,8100.0%NEW
193OKE$OKEONEOK INC /NEW/$227,8730.0%NEW72
194SPDR SERIES TRUST$226,8750.0%+125%
195PH$PHParker-Hannifin Corp$221,1240.0%NEW73.8
196OTIS$OTISOtis Worldwide Corp$215,6700.0%+3%60.3
197HUBB$HUBBHUBBELL INC$212,9810.0%NEW68.7
198WSO$WSOWATSCO INC$200,4480.0%NEW58.9
199HBAN$HBANHUNTINGTON BANCSHARES INC /MD/$198,6300.0%+8%69.4
200TSLA$TSLATesla, Inc.$197,3990.0%+0%50.1
201F$FFORD MOTOR CO$165,8410.0%-1%58.5
202VRCA$VRCAVerrica Pharmaceuticals Inc.$91,1680.0%+0%26.1
203UFPI$UFPIUFP INDUSTRIES INC$77,3810.0%+0%52.7

New Positions (12)

ETN$ETN Eaton Corp plc$544,374
AMAT$AMAT APPLIED MATERIALS INC /DE$523,964
NOC$NOC NORTHROP GRUMMAN CORP /DE/$483,708
MS$MS MORGAN STANLEY$317,949
IAU$IAU ISHARES GOLD TRUST$305,474
NVT$NVT nVent Electric plc$291,915
LRCX$LRCX LAM RESEARCH CORP$258,315
JANUS DETROIT STR TR$232,810
OKE$OKE ONEOK INC /NEW/$227,873
PH$PH Parker-Hannifin Corp$221,124
HUBB$HUBB HUBBELL INC$212,981
WSO$WSO WATSCO INC$200,448

Exited Positions (5)

GWRE$GWRE Guidewire Software, Inc.
BKNG$BKNG Booking Holdings Inc.
WFC$WFC WELLS FARGO & COMPANY/MN
BAC$BAC BANK OF AMERICA CORP /DE/
PGR$PGR PROGRESSIVE CORP/OH/

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Legacy Trust including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track Legacy Trust's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Legacy Trust and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Legacy Trust

13F Pro is an AI hedge fund tracker and stock research platform. For Legacy Trust (SEC CIK: 1772483), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Legacy Trust's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.