Legacy Trust
Sector Allocation
- Technology30.8%$174.2M
- Other21.5%$121.6M
- Financials11.8%$67.0M
- Industrials10.2%$57.5M
- Healthcare8.7%$49.1M
- Consumer Discretionary8.6%$48.9M
- Energy3.1%$17.5M
- Consumer Staples2.9%$16.3M
- Materials1.2%$7.0M
- Communication Services0.6%$3.6M
AUM History
13fpro.ai/research/fund/legacy-trust-1772483
Conviction and streaks
Concentrating · top 10 = 34.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$31.2M
AAPL
$27.7MPANW
$23.0MURI
$19.6MGOOGL
$18.8MTSM
$18.5MMSFT
$16.4MGS
$15.3MGWW
$12.8MCMI
$12.7MV
$12.2MJNJ
$11.4M- ISHARES$11.2M
SPY
$10.6MAXP
$10.6MSYK
$9.5MAMZN
$9.1MLNG
$8.9MRTX
$8.9M- ISHARES$8.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/legacy-trust-1772483
Legacy Trust 13F holdings — Q2 2026
$565.6M portfolio (+8.4% QoQ) · 210 holdings · Q2 2026 13F · top 10 are 35% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$31.2M
5.5% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $27.7M
4.9% of stocks
-24%This quarter+11.3%Since filed1+ qtrsHeld$23.0M
4.1% of stocks
-1%This quarter+17.7%Since filed1+ qtrsHeld$19.6M
3.5% of stocks
-0.9%This quarter+4.0%Since filed1+ qtrsHeld$18.8M
3.3% of stocks
-3%This quarter-11.9%Since filed1+ qtrsHeld$18.5M
3.3% of stocks
-10%This quarter+5.0%Since filed1+ qtrsHeld$16.4M
2.9% of stocks
-3%This quarter+14.6%Since filed1+ qtrsHeld$15.3M
2.7% of stocks
-2%This quarter-12.3%Since filed1+ qtrsHeld$12.8M
2.3% of stocks
-0.9%This quarter-1.8%Since filed1+ qtrsHeld$12.7M
2.2% of stocks
-1%This quarter-17.7%Since filed1+ qtrsHeld
All holdings — Legacy Trust (Q2 2026)
210 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $12.2M | 2.1% | 35K | -0.8% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JOHNSON & JOHNSON | Healthcare | $11.4M | 2.0% | 45K | -0.7% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $11.2M | 2.0% | 76K | -2% | — | — | 13F |
| 14 | SPDR S&P 500 ETF TRUSTetf/fund | — | $10.6M | 1.9% | 14K | +2% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMERICAN EXPRESS CO | Financials | $10.6M | 1.9% | 31K | -3% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | STRYKER CORP | Healthcare | $9.5M | 1.7% | 30K | -0.9% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AMAZON COM INC | Consumer Discretionary | $9.1M | 1.6% | 38K | -24% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Cheniere Energy, Inc. | Energy | $8.9M | 1.6% | 37K | -0.2% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | RTX Corp | Industrials | $8.9M | 1.6% | 47K | -24% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $8.6M | 1.5% | 111K | -4% | — | — | 13F |
| 21 | Meta Platforms, Inc. | Technology | $8.4M | 1.5% | 15K | +0.8% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Expedia Group, Inc. | Consumer Discretionary | $8.1M | 1.4% | 32K | -0.4% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $8.1M | 1.4% | 8,671 | +2% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - RUSSELL 3000 ETFetf/fund | — | $7.8M | 1.4% | 18K | -3% | — | — | 13F |
| 25 | JPMORGAN CHASE & CO | Financials | $7.8M | 1.4% | 24K | -2% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $QCOM | QUALCOMM INC/DE | Technology | $7.6M | 1.3% | 41K | -1% | |||
| 27 | $NVDA | NVIDIA CORP | Technology | $7.5M | 1.3% | 37K | -50% | |||
| 28 | $KLAC | KLA CORP | Technology | $6.7M | 1.2% | 22K | +900% | |||
| 29 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $6.3M | 1.1% | 25K | +0.8% | |||
| 30 | — | ISHARES TR - RUSSELL 2000 ETF | — | $5.9M | 1.1% | 20K | +4% | |||
| 31 | $LEN | LENNAR CORP /NEW/ | Industrials | $5.1M | 0.9% | 56K | +0.9% | |||
| 32 | — | ISHARES TR - RUS MID CAP ETF | — | $4.9M | 0.9% | 45K | +4% | |||
| 33 | $ALLY | Ally Financial Inc. | Financials | $4.9M | 0.9% | 107K | +2% | |||
| 34 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $4.7M | 0.8% | 12K | -3% | |||
| 35 | $GOOG | Alphabet Inc. | Technology | $4.5M | 0.8% | 13K | -13% | |||
| 36 | $INCY | INCYTE CORP | Healthcare | $4.3M | 0.8% | 38K | +2% | |||
| 37 | — | ISHARES TR - MSCI EAFE ETF | — | $4.3M | 0.8% | 41K | +4% | |||
| 38 | $USB | US BANCORP \DE\ | Financials | $4.2M | 0.8% | 70K | +0.9% | |||
| 39 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.6M | 0.6% | 10K | -1.0% | |||
| 40 | $WYNN | WYNN RESORTS LTD | Consumer Discretionary | $3.5M | 0.6% | 37K | +2% | |||
| 41 | $UBER | Uber Technologies, Inc | Technology | $3.5M | 0.6% | 49K | +2% | |||
| 42 | $ALB | ALBEMARLE CORP | Materials | $3.5M | 0.6% | 26K | +0.8% | |||
| 43 | — | ISHARES TR - MSCI EMG MKT ETF | — | $3.4M | 0.6% | 50K | +1.0% | |||
| 44 | $CRM | Salesforce, Inc. | Technology | $3.2M | 0.6% | 21K | -9% | |||
| 45 | $DIS | Walt Disney Co | Communication Services | $3.1M | 0.5% | 32K | +3% | |||
| 46 | $LLY | ELI LILLY & Co | Healthcare | $2.9M | 0.5% | 2,406 | -4% | |||
| 47 | $INTC | INTEL CORP | Technology | $2.9M | 0.5% | 20K | -14% | |||
| 48 | $SNOW | Snowflake Inc. | Technology | $2.8M | 0.5% | 11K | New | |||
| 49 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.7M | 0.5% | 22K | +280% | |||
| 50 | $ILMN | ILLUMINA, INC. | Healthcare | $2.7M | 0.5% | 15K | +3% | |||
| 51 | $ORCL | ORACLE CORP | Technology | $2.6M | 0.5% | 18K | -5% | |||
| 52 | $CHWY | Chewy, Inc. | Consumer Discretionary | $2.5M | 0.4% | 127K | +8% | |||
| 53 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.4M | 0.4% | 16K | -0.3% | |||
| 54 | $PYPL | PayPal Holdings, Inc. | Financials | $2.4M | 0.4% | 54K | +3% | |||
| 55 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $2.3M | 0.4% | 29K | +7% | |||
| 56 | $ECL | ECOLAB INC. | Materials | $2.3M | 0.4% | 8,092 | -0.1% | |||
| 57 | $EOG | EOG RESOURCES INC | Energy | $2.2M | 0.4% | 17K | +3% | |||
| 58 | $AVGO | Broadcom Inc. | Technology | $2.1M | 0.4% | 5,632 | +5% | |||
| 59 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.1M | 0.4% | 16K | +0.0% | |||
| 60 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.0M | 0.4% | 4,052 | -13% | |||
| 61 | $ELV | Elevance Health, Inc. | Healthcare | $2.0M | 0.4% | 5,208 | +0.6% | |||
| 62 | $ABBV | AbbVie Inc. | Healthcare | $2.0M | 0.3% | 7,861 | -4% | |||
| 63 | $NKE | NIKE, Inc. | Consumer Discretionary | $2.0M | 0.3% | 48K | +5% | |||
| 64 | $APH | AMPHENOL CORP /DE/ | Technology | $1.9M | 0.3% | 11K | +0.5% | |||
| 65 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.8M | 0.3% | 18K | -4% | |||
| 66 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.7M | 0.3% | 6,694 | — | |||
| 67 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $1.7M | 0.3% | 10K | +9% | |||
| 68 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.7M | 0.3% | 3,324 | -0.1% | |||
| 69 | $GNTX | GENTEX CORP | Industrials | $1.6M | 0.3% | 62K | -0.3% | |||
| 70 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.5M | 0.3% | 19K | +300% | |||
| 71 | $PEP | PEPSICO INC | Consumer Staples | $1.5M | 0.3% | 11K | -0.7% | |||
| 72 | $ROP | ROPER TECHNOLOGIES INC | Technology | $1.5M | 0.3% | 4,299 | — | |||
| 73 | $NEE | NEXTERA ENERGY INC | Utilities | $1.4M | 0.3% | 16K | -2% | |||
| 74 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.3M | 0.2% | 11K | -18% | |||
| 75 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.3M | 0.2% | 5,477 | — | |||
| 76 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.3M | 0.2% | 18K | -2% | |||
| 77 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.2% | 4,678 | -6% | |||
| 78 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.2% | 7,453 | -0.8% | |||
| 79 | — | ISHARES TR - SELECT DIVID ETF | — | $1.2M | 0.2% | 7,835 | — | |||
| 80 | — | ISHARES TR - RUS 1000 ETF | — | $1.2M | 0.2% | 2,825 | -2% | |||
| 81 | — | ISHARES TR - CORE DIV GRWTH | — | $1.1M | 0.2% | 15K | — | |||
| 82 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.2% | 1,066 | -29% | |||
| 83 | $FITB | FIFTH THIRD BANCORP | Financials | $1.1M | 0.2% | 20K | +0.5% | |||
| 84 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.1M | 0.2% | 1,543 | +0.7% | |||
| 85 | $KO | COCA COLA CO | Consumer Staples | $1.1M | 0.2% | 13K | -2% | |||
| 86 | $AMGN | AMGEN INC | Healthcare | $1.0M | 0.2% | 2,869 | -4% | |||
| 87 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.0M | 0.2% | 2,761 | — | |||
| 88 | — | ISHARES TR - S&P SML 600 GWT | — | $1.0M | 0.2% | 5,690 | -2% | |||
| 89 | — | ISHARES TR - MSCI USA QLT FCT | — | $991K | 0.2% | 4,516 | — | |||
| 90 | $UNP | UNION PACIFIC CORP | Industrials | $972K | 0.2% | 3,572 | -10% | |||
| 91 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | — | $952K | 0.2% | 17K | — | |||
| 92 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $951K | 0.2% | 1,292 | — | |||
| 93 | — | ISHARES TR - CORE MSCI EAFE | — | $941K | 0.2% | 9,740 | -1% | |||
| 94 | $ZTS | Zoetis Inc. | Healthcare | $924K | 0.2% | 13K | -3% | |||
| 95 | — | ISHARES INC - MSCI EMRG CHN | — | $913K | 0.2% | 8,922 | — | |||
| 96 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | — | $906K | 0.2% | 20K | — | |||
| 97 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $904K | 0.2% | 6,167 | -6% | |||
| 98 | — | ISHARES TR - RUS 2000 GRW ETF | — | $903K | 0.2% | 2,291 | — | |||
| 99 | — | ISHARES TR - RUS 1000 VAL ETF | — | $881K | 0.2% | 3,635 | -15% | |||
| 100 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $861K | 0.1% | 1,253 | -4% | |||
| 101 | $MA | Mastercard Inc | Financials | $860K | 0.1% | 1,675 | +50% | |||
| 102 | $ADBE | ADOBE INC. | Technology | $851K | 0.1% | 4,150 | -17% | |||
| 103 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $832K | 0.1% | 1,813 | -2% | |||
| 104 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $826K | 0.1% | 1,422 | -39% | |||
| 105 | $MRK | Merck & Co., Inc. | Healthcare | $812K | 0.1% | 6,318 | +0.2% | |||
| 106 | $MPC | Marathon Petroleum Corp | Energy | $733K | 0.1% | 2,866 | -4% | |||
| 107 | $FDX | FEDEX CORP | Industrials | $717K | 0.1% | 2,290 | -25% | |||
| 108 | — | ISHARES TR - MSCI USA MMENTM | — | $706K | 0.1% | 2,060 | — | |||
| 109 | $LULU | lululemon athletica inc. | Consumer Discretionary | $700K | 0.1% | 6,131 | +10% | |||
| 110 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | — | $686K | 0.1% | 3,329 | — | |||
| 111 | $ABT | ABBOTT LABORATORIES | Healthcare | $671K | 0.1% | 7,398 | -6% | |||
| 112 | $FTNT | Fortinet, Inc. | Technology | $669K | 0.1% | 4,352 | +0.8% | |||
| 113 | $EW | Edwards Lifesciences Corp | Healthcare | $661K | 0.1% | 7,305 | +0.4% | |||
| 114 | $ETN | Eaton Corp plc | Industrials | $652K | 0.1% | 1,530 | +0.5% | |||
| 115 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $651K | 0.1% | 7,100 | -0.1% | |||
| 116 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $647K | 0.1% | 2,057 | -6% | |||
| 117 | — | PACER FDS TR - TRENDP US MID CP | — | $639K | 0.1% | 15K | — | |||
| 118 | — | PACER FDS TR - TRENDP US LAR CP | — | $635K | 0.1% | 11K | — | |||
| 119 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $634K | 0.1% | 1,204 | +0.7% | |||
| 120 | $DE | DEERE & CO | Industrials | $627K | 0.1% | 989 | -5% | |||
| 121 | $PFE | PFIZER INC | Healthcare | $624K | 0.1% | 26K | -6% | |||
| 122 | — | HARBOR ETF TRUST - LONG TERM GROWER | — | $613K | 0.1% | 19K | New | |||
| 123 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $596K | 0.1% | 3,641 | — | |||
| 124 | — | PACER FDS TR - TRENDPILOT 100 | — | $592K | 0.1% | 6,683 | — | |||
| 125 | $BLK | BlackRock, Inc. | Financials | $587K | 0.1% | 610 | -0.2% | |||
| 126 | — | HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG | — | $577K | 0.1% | 20K | New | |||
| 127 | — | ISHARES TR - RUS 2000 VAL ETF | — | $568K | 0.1% | 2,568 | — | |||
| 128 | $LRCX | LAM RESEARCH CORP | Technology | $539K | 0.1% | 1,245 | +3% | |||
| 129 | — | PACER FDS TR - TRENDPILOT INTL | — | $534K | 0.1% | 15K | — | |||
| 130 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $529K | 0.1% | 1,881 | -44% | |||
| 131 | $GLD | SPDR GOLD TRUST | Financials | $512K | 0.1% | 1,391 | -1% | |||
| 132 | $NUE | NUCOR CORP | Materials | $509K | 0.1% | 2,286 | +4% | |||
| 133 | $PM | Philip Morris International Inc. | Consumer Staples | $509K | 0.1% | 2,812 | +2% | |||
| 134 | — | ISHARES TR - S&P 500 GRWT ETF | — | $501K | 0.1% | 3,642 | — | |||
| 135 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $494K | 0.1% | 1,435 | — | |||
| 136 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $490K | 0.1% | 6,417 | — | |||
| 137 | $MMM | 3M CO | Healthcare | $476K | 0.1% | 2,942 | -1% | |||
| 138 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $471K | 0.1% | 9,775 | — | |||
| 139 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $466K | 0.1% | 2,568 | — | |||
| 140 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $446K | 0.1% | 2,928 | — | |||
| 141 | $GD | GENERAL DYNAMICS CORP | Industrials | $443K | 0.1% | 1,251 | -4% | |||
| 142 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $435K | 0.1% | 5,671 | -2% | |||
| 143 | $STX | Seagate Technology Holdings plc | Technology | $429K | 0.1% | 445 | New | |||
| 144 | $SO | SOUTHERN CO | Utilities | $422K | 0.1% | 4,413 | -6% | |||
| 145 | — | ISHARES TR - MSCI INTL QUALTY | — | $421K | 0.1% | 8,500 | — | |||
| 146 | $CARR | CARRIER GLOBAL Corp | Industrials | $421K | 0.1% | 5,741 | +0.9% | |||
| 147 | $LIN | LINDE PLC | Materials | $420K | 0.1% | 809 | +1% | |||
| 148 | $MS | MORGAN STANLEY | Financials | $419K | 0.1% | 2,006 | +4% | |||
| 149 | $NVT | nVent Electric plc | Industrials | $419K | 0.1% | 2,468 | — | |||
| 150 | $BA | BOEING CO | Industrials | $414K | 0.1% | 1,911 | -12% |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 56 added to, 95 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$SNOWSnowflake Inc.$2.8M
first bought this quarter
- HARBOR ETF TRUST - LONG TERM GROWER$613K
first bought this quarter
- HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG$577K
first bought this quarter
$STXSeagate Technology Holdings plc$429K
first bought this quarter
$AAONAAON, INC.$265K
first bought this quarter
$BACBANK OF AMERICA CORP /DE/$226K
first bought this quarter
+8 more in the Excel export
Added to (56)
$KLACKLA CORP+900%
now $6.7M · held 1+ qtrs
- ISHARES TR - RUS 1000 GRW ETF+280%
now $2.7M
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $1.5M
$MAMastercard Inc+50%
now $860K · held 1+ qtrs
- VANGUARD INDEX FDS - GROWTH ETF+500%
now $280K
- ISHARES TR - RUSSELL 2000 ETF+4%
now $5.9M
+50 more in the Excel export
Trimmed (95)
now $27.7M · held 1+ qtrs
$NVDANVIDIA CORP-50%
now $7.5M · held 1+ qtrs
now $9.1M · held 1+ qtrs
now $8.9M · held 1+ qtrs
now $18.5M · held 1+ qtrs
$MUMICRON TECHNOLOGY INC-79%
now $399K · held 1+ qtrs
+89 more in the Excel export
Holdings by quarter
Every 13F Legacy Trust has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow Legacy?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Legacy's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+3.4%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (30.8% of disclosed assets). All figures are sourced directly from Legacy Trust’s Form 13F-HR filing with the SEC under CIK 1772483.
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