Legacy Trust
CIK: 0001772483SEC EDGAR →
Portfolio Value
$534.7B
Holdings
192
As of
Q4 2025
New Positions
192
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 124,248 | $33.8B | 6.32% |
| 2 | ISHARES TR | 39,728 | $27.2B | 5.09% |
| 3 | MICROSOFT CORP | 44,378 | $21.5B | 4.01% |
| 4 | ALPHABET INC | 54,243 | $17.0B | 3.18% |
| 5 | NVIDIA CORPORATION | 87,373 | $16.3B | 3.05% |
| 6 | UNITED RENTALS INC | 17,290 | $14.0B | 2.62% |
| 7 | GOLDMAN SACHS GROUP INC | 15,466 | $13.6B | 2.54% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 43,307 | $13.2B | 2.46% |
| 9 | JPMORGAN CHASE & CO. | 39,814 | $12.8B | 2.40% |
| 10 | VISA INC | 35,126 | $12.3B | 2.30% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (192)
$33.8B · 124K shares
$27.2B · 40K shares
$21.5B · 44K shares
$17.0B · 54K shares
$16.3B · 87K shares
$14.0B · 17K shares
$13.6B · 15K shares
$13.2B · 43K shares
$12.8B · 40K shares
$12.3B · 35K shares
$12.3B · 67K shares
$11.6B · 31K shares
$11.3B · 49K shares
$11.3B · 61K shares
$9.6B · 15K shares
$9.6B · 14K shares
$9.5B · 9K shares
$9.3B · 18K shares
$9.2B · 76K shares
$9.1B · 44K shares
$8.9B · 31K shares
$7.9B · 22K shares
$7.6B · 20K shares
$7.3B · 110K shares
$7.3B · 37K shares
$7.3B · 8K shares
$6.9B · 40K shares
$6.7B · 12K shares
$6.3B · 25K shares
$5.5B · 54K shares
$4.6B · 19K shares
$4.6B · 101K shares
$4.2B · 13K shares
$4.1B · 43K shares
$4.1B · 34K shares
$4.0B · 12K shares
$4.0B · 99K shares
$3.8B · 39K shares
$3.7B · 112K shares
$3.7B · 19K shares
$3.6B · 26K shares
$3.6B · 68K shares
$3.6B · 36K shares
$3.4B · 30K shares
$3.4B · 42K shares
$2.9B · 50K shares
$2.9B · 6K shares
$2.7B · 2K shares
$2.7B · 42K shares
$2.6B · 24K shares
$2.5B · 2K shares
$2.5B · 5K shares
$2.4B · 44K shares
$2.4B · 15K shares
$2.1B · 8K shares
$1.9B · 3K shares
$1.9B · 4K shares
$1.8B · 5K shares
$1.8B · 14K shares
$1.8B · 5K shares
$1.7B · 13K shares
$1.7B · 7K shares
$1.6B · 14K shares
$1.6B · 19K shares
$1.6B · 11K shares
$1.5B · 5K shares
$1.5B · 14K shares
$1.5B · 11K shares
$1.4B · 62K shares
$1.4B · 5K shares
$1.4B · 22K shares
$1.3B · 17K shares
$1.3B · 8K shares
$1.3B · 2K shares
$1.3B · 15K shares
$1.2B · 10K shares
$1.2B · 6K shares
$1.2B · 3K shares
$1.2B · 15K shares
$1.2B · 8K shares
$1.1B · 3K shares
$1.1B · 8K shares
$1.1B · 7K shares
$1.1B · 5K shares
$1.0B · 15K shares
$993.0M · 3K shares
$979.0M · 3K shares
$977.0M · 2K shares
$956.0M · 5K shares
$925.0M · 3K shares
$921.0M · 3K shares
$919.0M · 4K shares
$906.0M · 2K shares
$903.0M · 6K shares
$897.0M · 5K shares
$887.0M · 13K shares
$876.0M · 3K shares
$874.0M · 24K shares
$857.0M · 20K shares
$854.0M · 18K shares
$826.0M · 1K shares
$818.0M · 6K shares
$809.0M · 1K shares
$793.0M · 1K shares
$783.0M · 17K shares
$759.0M · 4K shares
$740.0M · 2K shares
$653.0M · 611 shares
$645.0M · 6K shares
$642.0M · 1K shares
$642.0M · 7K shares
$641.0M · 4K shares
$640.0M · 2K shares
$605.0M · 11K shares
$579.0M · 1K shares
$558.0M · 7K shares
$544.0M · 3K shares
$538.0M · 22K shares
$528.0M · 3K shares
$525.0M · 7K shares
$515.0M · 2K shares
$512.0M · 2K shares
$497.0M · 2K shares
$491.0M · 3K shares
$489.0M · 2K shares
$488.0M · 3K shares
$487.0M · 14K shares
$487.0M · 6K shares
$482.0M · 1K shares
$482.0M · 19K shares
$480.0M · 2K shares
$478.0M · 4K shares
$465.0M · 3K shares
$454.0M · 2K shares
$453.0M · 4K shares
$451.0M · 1K shares
$450.0M · 10K shares
$450.0M · 3K shares
$448.0M · 3K shares
$446.0M · 2K shares
$437.0M · 1K shares
$422.0M · 5K shares
$420.0M · 6K shares
$411.0M · 3K shares
$407.0M · 3K shares
$402.0M · 13K shares
$401.0M · 4K shares
$401.0M · 4K shares
$390.0M · 7K shares
$376.0M · 2K shares
$368.0M · 6K shares
$363.0M · 6K shares
$358.0M · 1K shares
$343.0M · 3K shares
$343.0M · 9K shares
$342.0M · 3K shares
$340.0M · 799 shares
$336.0M · 5K shares
$325.0M · 921 shares
$324.0M · 3K shares
$323.0M · 3K shares
$316.0M · 8K shares
$315.0M · 4K shares
$311.0M · 3K shares
$309.0M · 1K shares
$290.0M · 1K shares
$289.0M · 5K shares
$284.0M · 4K shares
$280.0M · 1K shares
$275.0M · 4K shares
$267.0M · 11K shares
$258.0M · 6K shares
$258.0M · 1K shares
$256.0M · 4K shares
$256.0M · 426 shares
$250.0M · 1K shares
$250.0M · 1K shares
$246.0M · 46 shares
$244.0M · 1K shares
$241.0M · 3K shares
$238.0M · 531 shares
$237.0M · 3K shares
$236.0M · 1K shares
$212.0M · 4K shares
$210.0M · 2K shares
$208.0M · 427 shares
$204.0M · 3K shares
$203.0M · 893 shares
$203.0M · 12K shares
$191.0M · 15K shares
$143.0M · 17K shares
$76.0M · 840 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $167.7B | 31.4% |
| Technology | 25 | $126.9B | 23.7% |
| Industrials | 22 | $54.3B | 10.2% |
| Consumer Cyclical | 17 | $49.4B | 9.2% |
| Healthcare | 18 | $44.5B | 8.3% |
| Communication Services | 6 | $41.1B | 7.7% |
| Consumer Defensive | 9 | $14.8B | 2.8% |
| Energy | 7 | $13.5B | 2.5% |
| Basic Materials | 7 | $10.8B | 2.0% |
| Unknown | 9 | $8.4B | 1.6% |
| Utilities | 4 | $2.4B | 0.5% |
| Real Estate | 1 | $641.0M | 0.1% |