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CIK: 0001772483
Total reported value
$565.6M
$565.6M
188 檔
19.7%
According to the latest 13F quarterly dataset, Legacy Trust managed an equity portfolio of $565.6M at the end of Q3 2025, spanning 188 distinct U.S. exchange-listed positions.
Legacy Trust executed strategic sector rebalancing during Q3 2025, establishing 38 new positions while fully exiting 9 holdings and trimming 76 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.16% | -1.19% | +58.26% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.94% | +0.13% | +3.95% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.32% | +14.63% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | -1.18% | +232.90% | |
| 5 | URI | United Rentals Inc | Stock-Industrials | 3.25% | +1.03% | -1.22% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.64% | +1.97% | -0.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.56% | +0.33% | +6.32% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.43% | +0.01% | +8.13% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.42% | +0.21% | -2.69% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.40% | +0.49% | +5.58% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.34% | +0.08% | -1.15% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | -0.40% | +35.36% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.06% | -0.13% | +1.31% | |
| 14 | AXP | American Express Co | Stock-Financials | 2.01% | — | +6.51% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.91% | -0.70% | +10.16% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.87% | +0.14% | +0.28% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.78% | +0.14% | -0.25% | |
| 18 | GWW | Ww Grainger Inc | Stock-Industrials | 1.74% | +0.28% | -1.49% | |
| 19 | LNG | Cheniere Energy Inc | Stock-Energy | 1.69% | -0.45% | -0.21% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.55% | -0.24% | +13.06% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | -0.10% | +4.15% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.49% | +0.04% | -1.39% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.48% | +0.39% | -1.54% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.45% | -0.20% | +0.09% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.42% | +0.02% | +1.25% | |
| 26 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.31% | +0.03% | -2.20% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 1.31% | +0.32% | -1.00% | |
| 28 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.26% | -0.03% | -1.94% | |
| 29 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.21% | +0.17% | -2.22% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 1.09% | -0.07% | +7.07% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.00% | -0.24% | +3.47% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.02% | +40.40% | |
| 33 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.87% | -0.17% | -2.23% | |
| 34 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.82% | -0.07% | -3.00% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.81% | -0.03% | +7.61% | |
| 36 | ALLY | Ally Financial Inc | Stock-Financials | 0.76% | +0.09% | -0.47% | |
| 37 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.73% | -0.89% | EXIT | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.66% | -0.03% | +10.00% | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.65% | -0.04% | -1.98% | |
| 40 | USB | US Bancorp | Stock-Financials | 0.62% | +0.06% | +16.25% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.01% | +28.34% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | +0.02% | -0.08% | |
| 43 | INCY | Incyte CORP | Stock-Healthcare | 0.59% | +0.09% | -2.04% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | +0.15% | -7.07% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.52% | -0.11% | +3.86% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.07% | +22.46% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.47% | -0.06% | +17.39% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.47% | +0.55% | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | +0.01% | +2.50% | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.44% | -0.01% | -0.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | +232.90% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.6% | +3.95% | Add |
| 3 | AAPL | Apple Inc | +1.6% | +58.26% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | +14.63% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +5.58% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +6.32% | Trim |
| 7 | URI | United Rentals Inc | +0.4% | -1.22% | Trim |
| 8 | ORCL | Oracle CORP | +0.4% | +7.07% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.3% | +35.36% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +28.34% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | -2.69% | Trim |
| 12 | HD | Home Depot Inc | +0.2% | +40.40% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +8.13% | Add |
| 14 | ABBV | Abbvie Inc | +0.2% | +186.38% | Add |
| 15 | ABT | Abbott Laboratories | +0.2% | +402.21% | Add |
| 16 | VO | Vanguard Mid-cap ETF | +0.2% | +157.64% | Add |
| 17 | MCD | Mcdonald's CORP | +0.2% | +186.13% | Add |
| 18 | RTX | Rtx CORP | +0.1% | +10.16% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +61.35% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +308.70% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +119.14% | Add |
| 22 | UBER | Uber Technologies Inc | +0.1% | +7.61% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +49.52% | Add |
| 24 | APH | Amphenol Corp-cl A | +0.1% | -4.99% | Trim |
| 25 | KO | Coca-cola Co/the | +0.1% | +222.46% | Add |
| 26 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | +0.1% | — | Add |
| 27 | CVX | Chevron CORP | +0.1% | +131.88% | Add |
| 28 | INTC | Intel CORP | +0.1% | +47.49% | Add |
| 29 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +10.88% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | +44.87% | Add |
| 31 | PFE | Pfizer Inc | 0% | +91.30% | Add |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Add |
| 33 | IDXX | Idexx Laboratories Inc | 0% | -0.42% | Trim |
| 34 | GD | General Dynamics CORP | 0% | +49.63% | Add |
| 35 | DGRO | Ishares Core Dividend Growth | 0% | — | Add |
| 36 | ACN | Accenture plc | 0% | +113.65% | Add |
| 37 | FPX | First Trust US Equity Opport | 0% | — | Unchanged |
| 38 | INTU | Intuit Inc | 0% | +13.13% | Add |
| 39 | NEE | Nextera Energy Inc | 0% | +17.35% | Add |
| 40 | BIV | Vanguard Intermediate-term B | 0% | +36.70% | Add |
| 41 | PM | Philip Morris International | 0% | +33.11% | Add |
| 42 | ADM | Archer-daniels-midland Co | 0% | +4.31% | Add |
| 43 | TSLA | Tesla Inc | 0% | -22.57% | Trim |
| 44 | FITB | Fifth Third Bancorp | — | +10.23% | Add |
| 45 | VTI | Vanguard Total Stock Mkt ETF | — | -0.72% | Trim |
| 46 | MTUM | Ishares Msci USA Momentum Fa | — | — | Unchanged |
| 47 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 48 | FAST | Fastenal Co | — | -0.86% | Add |
| 49 | VV | Vanguard Large-cap ETF | — | -2.38% | Trim |
| 50 | HBAN | Huntington Bancshares Inc | — | +15.30% | Add |
According to official SEC Form 13F filings, Legacy Trust reported a total U.S. public equity portfolio value of $565.6M across 188 disclosed positions in Q3 2025.
During Q3 2025, Legacy Trust's top holdings by market value included AAPL (6.2%)、IVV (4.9%)、MSFT (4.4%). The largest single position, AAPL, represented 6.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 19.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
KLAC
市值: $2.4M
Top Position Liquidated / Trimmed
SUSA
前期市值: $780.2K
In Q3 2025, Legacy Trust made 178 total portfolio adjustments, initiating 38 new buys, adding to 55 positions, trimming 76 holdings, and fully liquidating 9 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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