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CIK: 0002056766
Total reported value
$129.1M
$129.1M
61 檔
34.9%
In Q1 2025, Sierra Legacy Group's U.S. equity holdings reached a combined market value of $129.1M, distributed across 61 disclosed stock positions.
During Q1 2025, Sierra Legacy Group'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 SHV, BRK-B, MSFT) accounted for 34.9% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 22.81% | -1.58% | +16.28% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.65% | +0.87% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | +0.19% | — | |
| 4 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.94% | -0.14% | — | |
| 5 | ROST | Ross Stores Inc | Stock-Consumer Disc | 3.16% | — | +1.17% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.85% | +0.31% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.82% | +0.42% | — | |
| 8 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.74% | -0.36% | -0.52% | |
| 9 | CMI | Cummins Inc | Stock-Industrials | 2.51% | -0.57% | — | |
| 10 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.30% | -0.34% | +0.70% | |
| 11 | FISV | Fiserv Inc | Stock-Other | 2.17% | — | — | |
| 12 | ALLE | Allegion plc | Stock-Industrials | 2.13% | +0.06% | +14.85% | |
| 13 | ACN | Accenture plc | Stock-Tech | 2.07% | -0.47% | — | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.76% | -0.17% | -6.69% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.76% | -0.40% | -5.12% | |
| 16 | WRB | Wr Berkley CORP | Stock-Financials | 1.62% | +0.13% | +2.15% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.62% | -0.28% | EXIT | |
| 18 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.60% | -0.15% | — | |
| 19 | CI | THE Cigna Group | Stock-Healthcare | 1.55% | +0.03% | — | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.52% | -0.16% | -1.46% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.49% | -21.79% | |
| 22 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.40% | -0.07% | — | |
| 23 | ELV | Elevance Health Inc | Stock-Healthcare | 1.40% | +0.22% | -27.24% | |
| 24 | MSI | Motorola Solutions Inc | Stock-Tech | 1.35% | -0.03% | — | |
| 25 | AME | Ametek Inc | Stock-Industrials | 1.28% | +0.28% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.17% | — | |
| 27 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.16% | -0.52% | EXIT | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 1.09% | +0.20% | — | |
| 29 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.95% | -0.12% | — | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.89% | +0.08% | — | |
| 31 | WAT | Waters CORP | Stock-Healthcare | 0.89% | +0.10% | — | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.81% | +0.04% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.08% | -6.71% | |
| 34 | FTV | Fortive CORP | Stock-Tech | 0.79% | — | -14.04% | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.77% | -0.13% | +4.30% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.03% | -37.68% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.02% | — | |
| 38 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.71% | +0.35% | — | |
| 39 | A | Agilent Technologies Inc | Stock-Healthcare | 0.70% | +0.06% | +8.46% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.64% | -0.09% | +22.00% | |
| 41 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.64% | +0.11% | +7.86% | |
| 42 | APH | Amphenol Corp-cl A | Stock-Tech | 0.64% | -0.17% | — | |
| 43 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.61% | -0.03% | +273.90% | |
| 44 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.57% | +0.09% | — | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.56% | +0.14% | +87.19% | |
| 46 | NDSN | Nordson CORP | Stock-Industrials | 0.55% | -0.05% | +12.96% | |
| 47 | LFUS | Littelfuse Inc | Stock-Tech | 0.49% | -0.47% | EXIT | |
| 48 | KEYS | Keysight Technologies In | Stock-Tech | 0.46% | -0.72% | EXIT | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.14% | -29.23% | |
| 50 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 0.38% | — | +13.46% |
According to official SEC Form 13F filings, Sierra Legacy Group reported a total U.S. public equity portfolio value of $129.1M across 61 disclosed positions in Q1 2025.
During Q1 2025, Sierra Legacy Group's top holdings by market value included SHV (22.8%)、BRK-B (5.7%)、MSFT (5.5%). The largest single position, SHV, represented 22.8% 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 Q1 2025, Sierra Legacy Group 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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