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CIK: 0001772483
Total reported value
$565.6M
$565.6M
192 檔
20.5%
During the Q4 2025 filing period, Legacy Trust (CIK: 0001772483) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $565.6M across 192 reported positions.
In Q4 2025, Legacy Trust displayed an active expansion posture, initiating 10 new positions and adding to 83 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.32% | -1.19% | +1.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.09% | +0.13% | +6.20% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.01% | -0.32% | +3.36% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.18% | +0.33% | +1.49% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | -1.18% | -2.34% | |
| 6 | URI | United Rentals Inc | Stock-Industrials | 2.62% | +1.03% | +0.20% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.54% | +0.21% | +0.32% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.46% | +0.49% | -0.53% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.40% | +0.01% | +1.72% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.30% | +0.08% | +1.15% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.29% | +1.97% | +1.33% | |
| 12 | AXP | American Express Co | Stock-Financials | 2.17% | — | +2.05% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.11% | -0.40% | +2.08% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.11% | -0.70% | +6.46% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.80% | -0.13% | +2.82% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | +0.14% | -1.29% | |
| 17 | GWW | Ww Grainger Inc | Stock-Industrials | 1.77% | +0.28% | +1.56% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 1.73% | +0.39% | +2.33% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.72% | +0.14% | +0.41% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.10% | +6.50% | |
| 21 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.67% | +0.03% | +1.40% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 1.47% | -0.24% | +5.48% | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.42% | +0.04% | -1.23% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.36% | +0.02% | -0.06% | |
| 25 | LNG | Cheniere Energy Inc | Stock-Energy | 1.36% | -0.45% | +2.86% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.36% | -0.20% | +5.92% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 1.29% | +0.32% | +1.54% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.26% | -0.24% | +5.09% | |
| 29 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.18% | +0.17% | +4.12% | |
| 30 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.03% | -0.03% | +6.15% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | +0.15% | +58.60% | |
| 32 | ALLY | Ally Financial Inc | Stock-Financials | 0.85% | +0.09% | +2.86% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | -0.01% | +6.47% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | +0.07% | +90.37% | |
| 35 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.77% | -0.07% | +5.00% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.02% | -0.47% | |
| 37 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.74% | -0.89% | EXIT | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.71% | +0.02% | +20.56% | |
| 39 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.69% | -0.17% | +2.08% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.69% | -0.07% | -4.29% | |
| 41 | ALB | Albemarle CORP | Stock-Materials | 0.68% | -0.26% | +6.67% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.67% | +0.06% | +3.31% | |
| 43 | INCY | Incyte CORP | Stock-Healthcare | 0.67% | +0.09% | +2.11% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.03% | +3.62% | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.64% | -0.03% | +0.08% | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.55% | -0.04% | +2.08% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | +0.01% | +26.09% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.50% | +0.55% | — | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.50% | -0.11% | +11.52% | |
| 50 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.48% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.49% | Add |
| 2 | EXPE | Expedia Group Inc | +0.4% | +1.40% | Add |
| 3 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +90.37% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +0.3% | +58.60% | Add |
| 5 | ALB | Albemarle CORP | +0.3% | +6.67% | Add |
| 6 | ISRG | Intuitive Surgical Inc | +0.3% | +5.09% | Add |
| 7 | CMI | Cummins Inc | +0.3% | +2.33% | Add |
| 8 | RTX | Rtx CORP | +0.2% | +6.46% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | +6.50% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +6.47% | Add |
| 11 | AAPL | Apple Inc | +0.2% | +1.21% | Add |
| 12 | AXP | American Express Co | +0.2% | +2.05% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +6.20% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | +3.12% | Add |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +0.32% | Add |
| 16 | EFA | Ishares Msci Eafe ETF | +0.1% | +20.56% | Add |
| 17 | ILMN | Illumina Inc | +0.1% | +15.06% | Add |
| 18 | ALLY | Ally Financial Inc | +0.1% | +2.86% | Add |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | +26.09% | Add |
| 20 | INCY | Incyte CORP | +0.1% | +2.11% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.53% | Trim |
| 22 | USB | US Bancorp | +0.1% | +3.31% | Add |
| 23 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +25.04% | Add |
| 25 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 26 | AMZN | Amazon.com Inc | 0% | +2.08% | Add |
| 27 | GWW | Ww Grainger Inc | 0% | +1.56% | Add |
| 28 | KLAC | Kla CORP | 0% | — | Unchanged |
| 29 | EEM | Ishares Msci Emerging Market | 0% | +9.40% | Add |
| 30 | ALGN | Align Technology Inc | 0% | -2.82% | Trim |
| 31 | CSCO | Cisco Systems Inc | 0% | +9.02% | Add |
| 32 | IWN | Ishares Russell 2000 Value E | 0% | +52.04% | Add |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | +25.88% | Add |
| 34 | FDX | Fedex CORP | 0% | — | Unchanged |
| 35 | MCD | Mcdonald's CORP | 0% | +9.83% | Add |
| 36 | IWB | Ishares Russell 1000 ETF | 0% | +12.01% | Add |
| 37 | INTC | Intel CORP | 0% | +8.12% | Add |
| 38 | MRK | Merck & Co. Inc. | 0% | +1.49% | Add |
| 39 | NUE | Nucor CORP | 0% | +20.93% | Add |
| 40 | 6D8 | Dupont De Nemours Inc | 0% | +106.90% | Add |
| 41 | XOM | Exxon Mobil CORP | 0% | +5.65% | Add |
| 42 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 43 | IWD | Ishares Russell 1000 Value E | 0% | +10.18% | Add |
| 44 | AMGN | Amgen Inc | 0% | -0.99% | Trim |
| 45 | VEA | Vanguard Ftse Developed ETF | 0% | +4.93% | Add |
| 46 | APH | Amphenol Corp-cl A | 0% | -0.86% | Trim |
| 47 | NSC | Norfolk Southern CORP | 0% | +23.10% | Add |
| 48 | AMD | Advanced Micro Devices | 0% | -6.25% | Trim |
| 49 | KO | Coca-cola Co/the | 0% | +6.19% | Add |
| 50 | EMR | Emerson Electric Co | 0% | +24.53% | Add |
According to official SEC Form 13F filings, Legacy Trust reported a total U.S. public equity portfolio value of $565.6M across 192 disclosed positions in Q4 2025.
During Q4 2025, Legacy Trust's top holdings by market value included AAPL (6.3%)、IVV (5.1%)、MSFT (4.0%). The largest single position, AAPL, represented 6.3% 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 20.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
EL
市值: $2.6M
Top Position Liquidated / Trimmed
SBAC
前期市值: $2.1M
In Q4 2025, Legacy Trust made 144 total portfolio adjustments, initiating 10 new buys, adding to 83 positions, trimming 45 holdings, and fully liquidating 6 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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