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CIK: 0001772483
Total reported value
$565.6M
$565.6M
203 檔
18.9%
At the close of Q1 2026, Legacy Trust disclosed equity holdings valued at approximately $565.6M, spread across 203 reported holdings.
Legacy Trust executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 5 holdings and trimming 72 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 18.9% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.10% | -1.19% | +1.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.39% | +0.13% | +8.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.22% | -0.32% | +2.35% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.00% | +0.33% | +0.29% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.78% | +0.49% | -0.81% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | -1.18% | -14.22% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.50% | +0.21% | -0.32% | |
| 8 | URI | United Rentals Inc | Stock-Industrials | 2.43% | +1.03% | +0.78% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.27% | -0.70% | -0.18% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.11% | -0.10% | +2.67% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.10% | +1.97% | +2.67% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.07% | +0.08% | +1.66% | |
| 13 | LNG | Cheniere Energy Inc | Stock-Energy | 2.03% | -0.45% | -0.08% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | -0.40% | +2.45% | |
| 15 | GWW | Ww Grainger Inc | Stock-Industrials | 1.98% | +0.28% | +0.91% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.92% | -0.24% | +36.18% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.87% | — | +2.94% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 1.85% | +0.39% | -0.99% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.84% | +0.14% | +1.38% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | +0.14% | -0.29% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.63% | -0.20% | +1.19% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.62% | -0.13% | +1.29% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.49% | +0.02% | +4.53% | |
| 24 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.41% | +0.03% | +1.22% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | +0.01% | -38.96% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.34% | +0.04% | -4.15% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.07% | -0.24% | +2.49% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 1.02% | +0.32% | +2.50% | |
| 29 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.95% | +0.17% | +1.74% | |
| 30 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.93% | -0.03% | +3.38% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | +0.15% | +1.49% | |
| 32 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.89% | -0.89% | EXIT | |
| 33 | ALB | Albemarle CORP | Stock-Materials | 0.88% | -0.26% | +0.38% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.81% | -0.24% | +1245.31% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | -0.01% | +9.88% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.80% | +0.07% | +0.16% | |
| 37 | ALLY | Ally Financial Inc | Stock-Financials | 0.78% | +0.09% | +3.65% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.74% | +0.02% | +0.71% | |
| 39 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.70% | -0.07% | +4.75% | |
| 40 | USB | US Bancorp | Stock-Financials | 0.69% | +0.06% | +3.08% | |
| 41 | INCY | Incyte CORP | Stock-Healthcare | 0.67% | +0.09% | +2.98% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.66% | -0.03% | +14.96% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.02% | -10.08% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.63% | +0.55% | — | |
| 45 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.61% | -0.17% | +4.94% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.03% | +2.78% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.54% | +0.07% | +13.02% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.53% | -0.07% | -1.11% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.13% | +14.36% | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.48% | -0.06% | +1.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.7% | +1245.31% | Add |
| 2 | LNG | Cheniere Energy Inc | +0.7% | -0.08% | Trim |
| 3 | SYK | Stryker CORP | +0.5% | +36.18% | Add |
| 4 | JNJ | Johnson & Johnson | +0.4% | +2.67% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.81% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +8.31% | Add |
| 7 | COST | Costco Wholesale CORP | +0.3% | +1.19% | Add |
| 8 | GWW | Ww Grainger Inc | +0.2% | +0.91% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +14.36% | Add |
| 10 | ALB | Albemarle CORP | +0.2% | +0.38% | Add |
| 11 | EOG | Eog Resources Inc | +0.2% | +14.79% | Add |
| 12 | RTX | Rtx CORP | +0.2% | -0.18% | Trim |
| 13 | 6D8 | Dupont De Nemours Inc | +0.2% | +2.01% | Add |
| 14 | KLAC | Kla CORP | +0.1% | — | Unchanged |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.53% | Add |
| 16 | VLO | Valero Energy CORP | +0.1% | -0.52% | Trim |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.38% | Add |
| 18 | CMI | Cummins Inc | +0.1% | -0.99% | Trim |
| 19 | AVGO | Broadcom Inc | +0.1% | +53.86% | Add |
| 20 | EEM | Ishares Msci Emerging Market | +0.1% | +13.02% | Add |
| 21 | CVX | Chevron CORP | +0.1% | -1.56% | Trim |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +92.62% | Add |
| 23 | ALGN | Align Technology Inc | +0.1% | +11.85% | Add |
| 24 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +37.31% | Add |
| 25 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 26 | PFE | Pfizer Inc | +0.1% | +27.66% | Add |
| 27 | FDX | Fedex CORP | +0.1% | — | Unchanged |
| 28 | NEE | Nextera Energy Inc | 0% | -1.56% | Trim |
| 29 | INTC | Intel CORP | 0% | -0.02% | Trim |
| 30 | TJX | Tjx Companies Inc | 0% | +1.61% | Add |
| 31 | IWM | Ishares Russell 2000 ETF | 0% | +1.49% | Add |
| 32 | FTNT | Fortinet Inc | 0% | +68.12% | Add |
| 33 | KO | Coca-cola Co/the | 0% | +7.01% | Add |
| 34 | PEP | Pepsico Inc | 0% | -0.43% | Trim |
| 35 | MRK | Merck & Co. Inc. | 0% | +2.72% | Add |
| 36 | ABBV | Abbvie Inc | 0% | +11.06% | Add |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | +0.71% | Add |
| 38 | IWR | Ishares Russell Mid-cap ETF | 0% | +0.16% | Add |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +9.88% | Add |
| 40 | COP | Conocophillips | 0% | -4.31% | Trim |
| 41 | DE | Deere & Co | 0% | -0.10% | Trim |
| 42 | ADM | Archer-daniels-midland Co | 0% | — | Unchanged |
| 43 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 44 | CAT | Caterpillar Inc | 0% | -12.60% | Trim |
| 45 | SBUX | Starbucks CORP | 0% | -1.47% | Trim |
| 46 | FITB | Fifth Third Bancorp | 0% | +9.27% | Add |
| 47 | PTMC | Pacer Trendpilot US Mid Cap | 0% | +11.90% | Add |
| 48 | AMGN | Amgen Inc | 0% | -0.33% | Trim |
| 49 | HON | Honeywell International Inc | 0% | -0.43% | Trim |
| 50 | LIN | Linde plc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Legacy Trust reported a total U.S. public equity portfolio value of $565.6M across 203 disclosed positions in Q1 2026.
During Q1 2026, Legacy Trust's top holdings by market value included AAPL (6.1%)、IVV (5.4%)、MSFT (3.2%). The largest single position, AAPL, represented 6.1% of total portfolio value.
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Top New Position Initiated
ETN
市值: $544.4K
Top Position Liquidated / Trimmed
GWRE
前期市值: $250.9K
In Q1 2026, Legacy Trust made 160 total portfolio adjustments, initiating 16 new buys, adding to 67 positions, trimming 72 holdings, and fully liquidating 5 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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