Legacy Trust
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1772483
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$565.6M
Holdings
210
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Legacy Trust disclosed 210 positions worth $565.6M in its Form 13F-HR for Q2 2026, followed by $AAPL and $PANW. During the quarter the fund opened 14 new positions and exited 7 — including a new stake in $SNOW and a full exit from $DD. The portfolio is most concentrated in Technology (31.5% of disclosed assets). All figures are sourced directly from Legacy Trust’s Form 13F-HR filing with the SEC under CIK 1772483.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P500 E
5.5% weight
Held 10 quarters
$AAPL4.9% weight
Held 10 quarters
$PANW4.1% weight
Held 10 quarters
$URI3.5% weight
Held 10 quarters
$GOOG3.3% weight
Held 10 quarters
ISHARES TR - RUS MID CAP E
7 quarters accumulating
$NKE6 quarters accumulating
$META4 quarters accumulating
$COST4 quarters accumulating
$USB4 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$31.2M41,688 sh- 76.4#84
Quality
$27.7M95,877 sh - 65.5#476
Quality
$23.0M67,441 sh - 63.9
Quality
$19.6M17,263 sh - 78.2
Quality
$18.8M52,660 sh - $18.5M38,747 sh
- 79.8
Quality
$16.4M43,996 sh - 73.5
Quality
$15.3M15,155 sh - 61.8
Quality
$12.8M9,381 sh - 58.1
Quality
$12.7M17,796 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $31.2M | 41,688 |
| Apple Inc.$AAPL | 76.4#84 | $27.7M | 95,877 |
| Palo Alto Networks Inc$PANW | 65.5#476 | $23.0M | 67,441 |
| UNITED RENTALS, INC.$URI | 63.9 | $19.6M | 17,263 |
| Alphabet Inc.$GOOG | 78.2 | $18.8M | 52,660 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $18.5M | 38,747 |
 MICROSOFT CORP$MSFT | 79.8 | $16.4M | 43,996 |
 GOLDMAN SACHS GROUP INC$GS | 73.5 | $15.3M | 15,155 |
 W.W. GRAINGER, INC.$GWW | 61.8 | $12.8M | 9,381 |
 CUMMINS INC$CMI | 58.1 | $12.7M | 17,796 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Trust's 210 positions.
Showing top 10 of 210 holdings.
Sector Allocation
Technology
$178.0M
Other
$121.6M
Financials
$66.7M
Industrials
$58.5M
Consumer Discretionary
$57.1M
Healthcare
$44.8M
Energy
$17.5M
Consumer Staples
$7.8M
Top Holdings — Legacy Trust (Q2 2026)
Top 150 of 210 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $31.2M | 5.5% | -3% | — |
| 2 | $AAPL | Apple Inc. | $27.7M | 4.9% | -24% | 76.4 |
| 3 | $PANW | Palo Alto Networks Inc | $23.0M | 4.1% | -1% | 65.5 |
| 4 | $URI | UNITED RENTALS, INC. | $19.6M | 3.5% | -1% | 63.9 |
| 5 | $GOOG | Alphabet Inc. | $18.8M | 3.3% | -3% | 78.2 |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $18.5M | 3.3% | -10% | — |
| 7 | $MSFT | MICROSOFT CORP | $16.4M | 2.9% | -3% | 79.8 |
| 8 | $GS | GOLDMAN SACHS GROUP INC | $15.3M | 2.7% | -2% | 73.5 |
| 9 | $GWW | W.W. GRAINGER, INC. | $12.8M | 2.3% | -1% | 61.8 |
| 10 | $CMI | CUMMINS INC | $12.7M | 2.2% | -1% | 58.1 |
| 11 |  $V | VISA INC. | $12.2M | 2.1% | -1% | 82.9 |
| 12 |  $JNJ | JOHNSON & JOHNSON | $11.4M | 2.0% | -1% | 69 |
| 13 | — | ISHARES TR - CORE S&P SCP ETF | $11.2M | 2.0% | -2% | — |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $10.6M | 1.9% | +2% | — |
| 15 |  $AXP | AMERICAN EXPRESS CO | $10.6M | 1.9% | -3% | 69.4 |
| 16 |  $SYK | STRYKER CORP | $9.5M | 1.7% | -1% | 72.1 |
| 17 |  $AMZN | AMAZON COM INC | $9.1M | 1.6% | -24% | 68.7 |
| 18 |  $LNG | Cheniere Energy, Inc. | $8.9M | 1.6% | -0% | 66.5 |
| 19 |  $RTX | RTX Corp | $8.9M | 1.6% | -24% | 73.2 |
| 20 | — | ISHARES TR - CORE S&P MCP ETF | $8.6M | 1.5% | -4% | — |
| 21 | $META | Meta Platforms, Inc. | $8.4M | 1.5% | +1% | 79.6 |
| 22 |  $EXPE | Expedia Group, Inc. | $8.1M | 1.4% | -0% | 71.1 |
| 23 | $COST | COSTCO WHOLESALE CORP /NEW | $8.1M | 1.4% | +2% | 66.2 |
| 24 | — | ISHARES TR - RUSSELL 3000 ETF | $7.8M | 1.4% | -3% | — |
| 25 |  $JPM | JPMORGAN CHASE & CO | $7.8M | 1.4% | -2% | 70.7 |
| 26 |  $QCOM | QUALCOMM INC/DE | $7.6M | 1.3% | -1% | 70.5 |
| 27 |  $NVDA | NVIDIA CORP | $7.5M | 1.3% | -50% | 85.9 |
| 28 |  $KLAC | KLA CORP | $6.7M | 1.2% | +900% | 78.6 |
| 29 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $6.3M | 1.1% | +1% | 55.6 |
| 30 | — | ISHARES TR - RUSSELL 2000 ETF | $5.9M | 1.1% | +4% | — |
| 31 |  $LEN | LENNAR CORP /NEW/ | $5.1M | 0.9% | +1% | 47.2 |
| 32 | — | ISHARES TR - RUS MID CAP ETF | $4.9M | 0.9% | +4% | — |
| 33 |  $ALLY | Ally Financial Inc. | $4.9M | 0.9% | +2% | 64.5 |
| 34 |  $ISRG | INTUITIVE SURGICAL INC | $4.7M | 0.8% | -3% | 79.9 |
| 35 |  $GOOGL | Alphabet Inc. | $4.5M | 0.8% | -13% | 78.2 |
| 36 |  $INCY | INCYTE CORP | $4.3M | 0.8% | +2% | 77.4 |
| 37 | — | ISHARES TR - MSCI EAFE ETF | $4.3M | 0.8% | +4% | — |
| 38 | $USB | US BANCORP \DE\ | $4.2M | 0.8% | +1% | 65.3 |
| 39 |  $HD | HOME DEPOT, INC. | $3.6M | 0.6% | -1% | 60.3 |
| 40 |  $WYNN | WYNN RESORTS LTD | $3.5M | 0.6% | +2% | — |
| 41 |  $UBER | Uber Technologies, Inc | $3.5M | 0.6% | +2% | 73.5 |
| 42 |  $ALB | ALBEMARLE CORP | $3.5M | 0.6% | +1% | 53.3 |
| 43 | — | ISHARES TR - MSCI EMG MKT ETF | $3.4M | 0.6% | +1% | — |
| 44 |  $CRM | Salesforce, Inc. | $3.2M | 0.6% | -9% | 77 |
| 45 |  $DIS | Walt Disney Co | $3.1M | 0.5% | +3% | 60.1 |
| 46 |  $LLY | ELI LILLY & Co | $2.9M | 0.5% | -4% | 87.5 |
| 47 |  $INTC | INTEL CORP | $2.9M | 0.5% | -14% | 45.6 |
| 48 |  $SNOW | Snowflake Inc. | $2.8M | 0.5% | NEW | 54.9 |
| 49 | — | ISHARES TR - RUS 1000 GRW ETF | $2.7M | 0.5% | +280% | — |
| 50 |  $ILMN | ILLUMINA, INC. | $2.7M | 0.5% | +3% | 60.4 |
| 51 |  $ORCL | ORACLE CORP | $2.6M | 0.5% | -5% | 66.2 |
| 52 |  $CHWY | Chewy, Inc. | $2.5M | 0.4% | +8% | 56.3 |
| 53 |  $TJX | TJX COMPANIES INC /DE/ | $2.4M | 0.4% | -0% | 68.7 |
| 54 |  $PYPL | PayPal Holdings, Inc. | $2.4M | 0.4% | +3% | 64.1 |
| 55 |  $EL | ESTEE LAUDER COMPANIES INC | $2.3M | 0.4% | +7% | 51.2 |
| 56 |  $ECL | ECOLAB INC. | $2.3M | 0.4% | -0% | 63.3 |
| 57 |  $EOG | EOG RESOURCES INC | $2.2M | 0.4% | +3% | 71.9 |
| 58 |  $AVGO | Broadcom Inc. | $2.1M | 0.4% | +5% | 84.5 |
| 59 |  $XOM.R34088 | EXXON MOBIL CORP | $2.1M | 0.4% | +0% | 57.9 |
| 60 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.0M | 0.4% | -13% | 73.8 |
| 61 |  $ELV | Elevance Health, Inc. | $2.0M | 0.4% | +1% | 59 |
| 62 |  $ABBV | AbbVie Inc. | $2.0M | 0.3% | -4% | 72.6 |
| 63 | $NKE | NIKE, Inc. | $2.0M | 0.3% | +5% | 49.3 |
| 64 |  $APH | AMPHENOL CORP /DE/ | $1.9M | 0.3% | +1% | 79.3 |
| 65 |  $SBUX | STARBUCKS CORP | $1.8M | 0.3% | -4% | 58.2 |
| 66 |  $VLO | VALERO ENERGY CORP/TX | $1.7M | 0.3% | +0% | 57.8 |
| 67 |  $ALGN | ALIGN TECHNOLOGY INC | $1.7M | 0.3% | +9% | 58.9 |
| 68 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.7M | 0.3% | -0% | 65.1 |
| 69 |  $GNTX | GENTEX CORP | $1.6M | 0.3% | -0% | 64.7 |
| 70 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.5M | 0.3% | +300% | — |
| 71 |  $PEP | PEPSICO INC | $1.5M | 0.3% | -1% | 63.4 |
| 72 |  $ROP | ROPER TECHNOLOGIES INC | $1.5M | 0.3% | +0% | 71.9 |
| 73 |  $NEE | NEXTERA ENERGY INC | $1.4M | 0.3% | -2% | 64.6 |
| 74 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.2% | -18% | 70.3 |
| 75 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.3M | 0.2% | +0% | — |
| 76 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.3M | 0.2% | -2% | — |
| 77 |  $MCD | MCDONALDS CORP | $1.3M | 0.2% | -6% | 69 |
| 78 |  $CVX | CHEVRON CORP | $1.2M | 0.2% | -1% | 62.8 |
| 79 | — | ISHARES TR - SELECT DIVID ETF | $1.2M | 0.2% | +0% | — |
| 80 | — | ISHARES TR - RUS 1000 ETF | $1.2M | 0.2% | -2% | — |
| 81 | — | ISHARES TR - CORE DIV GRWTH | $1.1M | 0.2% | +0% | — |
| 82 |  $CAT | CATERPILLAR INC | $1.1M | 0.2% | -29% | 66.5 |
| 83 |  $FITB | FIFTH THIRD BANCORP | $1.1M | 0.2% | +0% | 63.2 |
| 84 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.2% | +1% | 72.3 |
| 85 |  $KO | COCA COLA CO | $1.1M | 0.2% | -2% | 69.5 |
| 86 |  $AMGN | AMGEN INC | $1.0M | 0.2% | -4% | 79.2 |
| 87 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.0M | 0.2% | +0% | — |
| 88 | — | ISHARES TR - S&P SML 600 GWT | $1.0M | 0.2% | -2% | — |
| 89 | — | ISHARES TR - MSCI USA QLT FCT | $991,049 | 0.2% | +0% | — |
| 90 |  $UNP | UNION PACIFIC CORP | $971,584 | 0.2% | -10% | 69.7 |
| 91 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $951,715 | 0.2% | +0% | — |
| 92 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $951,429 | 0.2% | +0% | — |
| 93 | — | ISHARES TR - CORE MSCI EAFE | $940,689 | 0.2% | -1% | — |
| 94 |  $ZTS | Zoetis Inc. | $923,904 | 0.2% | -3% | 68.6 |
| 95 | — | ISHARES INC - MSCI EMRG CHN | $912,721 | 0.2% | +0% | — |
| 96 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | $905,820 | 0.2% | +0% | — |
| 97 |  $PG | PROCTER & GAMBLE Co | $904,329 | 0.2% | -6% | 64.6 |
| 98 | — | ISHARES TR - RUS 2000 GRW ETF | $902,562 | 0.2% | +0% | — |
| 99 | — | ISHARES TR - RUS 1000 VAL ETF | $881,233 | 0.2% | -15% | — |
| 100 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $860,573 | 0.1% | -4% | — |
| 101 |  $MA | Mastercard Inc | $860,280 | 0.1% | +50% | 85.1 |
| 102 |  $ADBE | ADOBE INC. | $850,833 | 0.1% | -17% | 77.6 |
| 103 |  $AMP | AMERIPRISE FINANCIAL INC | $831,732 | 0.1% | -2% | 68.7 |
| 104 |  $AMD | ADVANCED MICRO DEVICES INC | $826,054 | 0.1% | -39% | 79.8 |
| 105 |  $MRK | Merck & Co., Inc. | $811,863 | 0.1% | +0% | 59.9 |
| 106 |  $MPC | Marathon Petroleum Corp | $732,750 | 0.1% | -4% | 61 |
| 107 |  $FDX | FEDEX CORP | $717,068 | 0.1% | -25% | 60.3 |
| 108 | — | ISHARES TR - MSCI USA MMENTM | $706,230 | 0.1% | +0% | — |
| 109 |  $LULU | lululemon athletica inc. | $700,038 | 0.1% | +10% | 67.7 |
| 110 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | $686,373 | 0.1% | +0% | — |
| 111 |  $ABT | ABBOTT LABORATORIES | $671,295 | 0.1% | -6% | 65.5 |
| 112 |  $FTNT | Fortinet, Inc. | $668,554 | 0.1% | +1% | 80.1 |
| 113 |  $EW | Edwards Lifesciences Corp | $660,810 | 0.1% | +0% | 69.4 |
| 114 |  $ETN | Eaton Corp plc | $651,964 | 0.1% | +1% | — |
| 115 |  $CL | COLGATE PALMOLIVE CO | $650,928 | 0.1% | -0% | 61.3 |
| 116 |  $NSC | NORFOLK SOUTHERN CORP | $647,112 | 0.1% | -6% | 63.2 |
| 117 | — | PACER FDS TR - TRENDP US MID CP | $639,372 | 0.1% | +0% | — |
| 118 | — | PACER FDS TR - TRENDP US LAR CP | $635,209 | 0.1% | +0% | — |
| 119 |  $IDXX | IDEXX LABORATORIES INC /DE | $633,834 | 0.1% | +1% | 73.8 |
| 120 |  $DE | DEERE & CO | $627,352 | 0.1% | -5% | 55.4 |
| 121 |  $PFE | PFIZER INC | $623,576 | 0.1% | -6% | 62 |
| 122 | — | HARBOR ETF TRUST - LONG TERM GROWER | $612,774 | 0.1% | NEW | — |
| 123 |  $AMT | AMERICAN TOWER CORP /MA/ | $595,558 | 0.1% | +0% | 66.3 |
| 124 | — | PACER FDS TR - TRENDPILOT 100 | $592,448 | 0.1% | +0% | — |
| 125 |  $BLK | BlackRock, Inc. | $586,552 | 0.1% | -0% | 70 |
| 126 | — | HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG | $577,288 | 0.1% | NEW | — |
| 127 | — | ISHARES TR - RUS 2000 VAL ETF | $568,042 | 0.1% | +0% | — |
| 128 |  $LRCX | LAM RESEARCH CORP | $539,496 | 0.1% | +3% | 79.4 |
| 129 | — | PACER FDS TR - TRENDPILOT INTL | $533,549 | 0.1% | +0% | — |
| 130 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $528,956 | 0.1% | -44% | 70 |
| 131 |  $GLD | SPDR GOLD TRUST | $512,417 | 0.1% | -1% | — |
| 132 |  $NUE | NUCOR CORP | $509,207 | 0.1% | +4% | 61.7 |
| 133 |  $PM | Philip Morris International Inc. | $508,719 | 0.1% | +2% | 75.9 |
| 134 | — | ISHARES TR - S&P 500 GRWT ETF | $500,884 | 0.1% | +0% | — |
| 135 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $493,511 | 0.1% | +0% | — |
| 136 |  $ADM | Archer-Daniels-Midland Co | $490,259 | 0.1% | +0% | 50.7 |
| 137 |  $MMM | 3M CO | $476,339 | 0.1% | -1% | 64.9 |
| 138 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $470,960 | 0.1% | +0% | — |
| 139 | — | SPDR SERIES TRUST - STATE STREET SPD | $465,989 | 0.1% | +0% | — |
| 140 | — | SPDR SERIES TRUST - STATE STREET SPD | $445,583 | 0.1% | +0% | — |
| 141 |  $GD | GENERAL DYNAMICS CORP | $443,154 | 0.1% | -4% | 68.7 |
| 142 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $434,966 | 0.1% | -2% | — |
| 143 |  $STX | Seagate Technology Holdings plc | $429,425 | 0.1% | NEW | — |
| 144 |  $SO | SOUTHERN CO | $422,368 | 0.1% | -6% | 62 |
| 145 | — | ISHARES TR - MSCI INTL QUALTY | $421,175 | 0.1% | +0% | — |
| 146 |  $CARR | CARRIER GLOBAL Corp | $421,102 | 0.1% | +1% | 56.6 |
| 147 |  $LIN | LINDE PLC | $419,822 | 0.1% | +1% | — |
| 148 |  $MS | MORGAN STANLEY | $419,334 | 0.1% | +4% | 75.8 |
| 149 |  $NVT | nVent Electric plc | $418,597 | 0.1% | +0% | — |
| 150 |  $BA | BOEING CO | $413,674 | 0.1% | -12% | 61.6 |
New Positions (14)
$SNOW Snowflake Inc.$2.8M HARBOR ETF TRUST - LONG TERM GROWER$612,774
HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG$577,288
$STX Seagate Technology Holdings plc$429,425
$AAON AAON, INC.$264,503
$BAC BANK OF AMERICA CORP /DE/$225,755
$VRTX VERTEX PHARMACEUTICALS INC / MA$214,587
$BKNG Booking Holdings Inc.$209,432
$EME EMCOR Group, Inc.$209,130
$SNDK Sandisk Corp$206,909
$EBAY EBAY INC$204,726
$FIX COMFORT SYSTEMS USA INC$204,141
$PGR PROGRESSIVE CORP/OH/$203,814
$WFC WELLS FARGO & COMPANY/MN$203,460
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