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CIK: 0001772483
Total reported value
$565.6M
$565.6M
159 檔
13.4%
As reported in its official Q1 2025 Form 13F filing, Legacy Trust's tracked investment portfolio stood at $565.6M with 159 total positions.
During Q1 2025, Legacy Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, SPY) accounted for 13.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.56% | -1.19% | -0.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.70% | -0.32% | +0.13% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.54% | +0.14% | +0.19% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.30% | +0.13% | +8.47% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.13% | +0.08% | -0.50% | |
| 6 | URI | United Rentals Inc | Stock-Industrials | 2.83% | +1.03% | -0.32% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.82% | +1.97% | -0.04% | |
| 8 | GWW | Ww Grainger Inc | Stock-Industrials | 2.27% | +0.28% | -0.01% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | +0.01% | -0.05% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.21% | +0.21% | -0.27% | |
| 11 | LNG | Cheniere Energy Inc | Stock-Energy | 2.18% | -0.45% | -0.42% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.12% | -0.20% | -0.89% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.11% | -0.13% | -0.56% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | +0.33% | -0.16% | |
| 15 | AXP | American Express Co | Stock-Financials | 2.02% | — | -0.92% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.86% | +0.14% | +0.18% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.80% | +0.49% | -0.64% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.78% | -0.24% | +0.53% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.77% | -0.70% | +0.22% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | -0.40% | +2.19% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.68% | -0.10% | +2.87% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.60% | +0.04% | -0.16% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.57% | +0.32% | +1.77% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.53% | +0.02% | -0.23% | |
| 25 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.50% | -0.03% | +9.68% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.50% | +0.15% | +2.59% | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 1.50% | +0.39% | +0.84% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.43% | -0.24% | -1.18% | |
| 29 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.39% | +0.03% | -0.12% | |
| 30 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.29% | +0.17% | +0.42% | |
| 31 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.19% | -0.89% | EXIT | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.07% | +0.01% | -0.06% | |
| 33 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.01% | -0.17% | +0.67% | |
| 34 | ALLY | Ally Financial Inc | Stock-Financials | 0.97% | +0.09% | +2.45% | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.90% | -0.07% | +8.90% | |
| 36 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.86% | -0.04% | +0.37% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.85% | -0.03% | +1.01% | |
| 38 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.83% | -0.07% | +1.87% | |
| 39 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.81% | -0.04% | +0.88% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | -1.18% | +0.30% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | — | +2.54% | |
| 42 | INCY | Incyte CORP | Stock-Healthcare | 0.73% | +0.09% | +1.58% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.02% | -1.19% | |
| 44 | ALB | Albemarle CORP | Stock-Materials | 0.73% | -0.26% | +3.38% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.71% | +0.02% | +3.84% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.71% | -0.03% | +9.92% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.07% | +0.18% | |
| 48 | USB | US Bancorp | Stock-Financials | 0.66% | +0.06% | +2.46% | |
| 49 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.64% | — | +11.50% | |
| 50 | ROP | Roper Technologies Inc | Stock-Tech | 0.61% | -0.03% | — |
According to official SEC Form 13F filings, Legacy Trust reported a total U.S. public equity portfolio value of $565.6M across 159 disclosed positions in Q1 2025.
During Q1 2025, Legacy Trust's top holdings by market value included AAPL (4.6%)、MSFT (3.7%)、SPY (3.5%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q1 2025, Legacy Trust made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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