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CIK: 0002056766
Total reported value
$129.1M
$129.1M
67 檔
37.6%
As reported in its official Q2 2025 Form 13F filing, Sierra Legacy Group's tracked investment portfolio stood at $129.1M with 67 total positions.
During Q2 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, MSFT, BIL) accounted for 37.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 18.04% | -1.58% | -6.99% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.11% | +0.19% | -1.04% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.87% | -1.32% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.37% | +0.87% | -0.21% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.32% | -0.14% | -2.33% | |
| 6 | ROST | Ross Stores Inc | Stock-Consumer Disc | 2.68% | — | -0.13% | |
| 7 | ALLE | Allegion plc | Stock-Industrials | 2.46% | +0.06% | +22.83% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.40% | +0.31% | -2.13% | |
| 9 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.35% | -0.36% | -2.46% | |
| 10 | ACN | Accenture plc | Stock-Tech | 2.33% | -0.47% | +38.30% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.21% | +0.42% | -0.20% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 2.21% | -0.57% | -0.80% | |
| 13 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.94% | -0.34% | +2.26% | |
| 14 | FISV | Fiserv Inc | Stock-Other | 1.81% | — | +25.64% | |
| 15 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.66% | -0.52% | EXIT | |
| 16 | AME | Ametek Inc | Stock-Industrials | 1.60% | +0.28% | +39.82% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.50% | -0.17% | — | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.43% | -0.16% | -1.26% | |
| 19 | WRB | Wr Berkley CORP | Stock-Financials | 1.42% | +0.13% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.49% | -0.29% | |
| 21 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.35% | -0.07% | — | |
| 22 | APH | Amphenol Corp-cl A | Stock-Tech | 1.32% | -0.17% | +62.10% | |
| 23 | CI | THE Cigna Group | Stock-Healthcare | 1.32% | +0.03% | -0.19% | |
| 24 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.32% | -0.15% | -0.20% | |
| 25 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.27% | -0.40% | -13.28% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.21% | +0.20% | +27.41% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.17% | -2.31% | |
| 28 | MSI | Motorola Solutions Inc | Stock-Tech | 1.10% | -0.03% | — | |
| 29 | ELV | Elevance Health Inc | Stock-Healthcare | 1.05% | +0.22% | -0.80% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 1.02% | -0.09% | +85.79% | |
| 31 | A | Agilent Technologies Inc | Stock-Healthcare | 0.99% | +0.06% | +63.21% | |
| 32 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.95% | -0.12% | -7.75% | |
| 33 | NDSN | Nordson CORP | Stock-Industrials | 0.95% | -0.05% | +89.29% | |
| 34 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.94% | +0.35% | +58.57% | |
| 35 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.93% | -0.20% | +113.33% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.90% | -0.13% | +22.47% | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.87% | +0.08% | — | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.84% | +0.14% | +83.81% | |
| 39 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.83% | +0.11% | +53.27% | |
| 40 | MTD | Mettler-toledo International | Stock-Healthcare | 0.74% | +0.02% | — | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.73% | +0.04% | -1.41% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | -0.28% | EXIT | |
| 43 | WAT | Waters CORP | Stock-Healthcare | 0.72% | +0.10% | -0.38% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.03% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.02% | -0.56% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.62% | +0.03% | +209.26% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | +0.08% | -3.54% | |
| 48 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.59% | +0.05% | — | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.59% | -0.13% | +260.08% | |
| 50 | TEL | TE Connectivity plc | Stock-Tech | 0.58% | -0.09% | — |
According to official SEC Form 13F filings, Sierra Legacy Group reported a total U.S. public equity portfolio value of $129.1M across 67 disclosed positions in Q2 2025.
During Q2 2025, Sierra Legacy Group's top holdings by market value included SHV (18.0%)、MSFT (6.1%)、BIL (5.9%). The largest single position, SHV, represented 18.0% of total portfolio value.
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In Q2 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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