Holders — by stockHoldings — by fund
Legacy Trust
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001772483
$565.6M
disclosed book value
210
positions
5.5%
largest position share
Positions, as of 2026-06-30
top 100 of 210 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 41,688 | $31.2M | 5.5% |
| 2 | AAPLAPPLE INC | 95,877 | $27.7M | 4.9% |
| 3 | PANWPALO ALTO NETWORKS INC | 67,441 | $23.0M | 4.1% |
| 4 | URIUNITED RENTALS INC | 17,263 | $19.6M | 3.5% |
| 5 | GOOGLALPHABET INC | 52,660 | $18.8M | 3.3% |
| 6 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 38,747 | $18.5M | 3.3% |
| 7 | MSFTMICROSOFT CORP | 43,996 | $16.4M | 2.9% |
| 8 | GSGOLDMAN SACHS GROUP INC | 15,155 | $15.3M | 2.7% |
| 9 | GWWWW GRAINGER INC | 9,381 | $12.8M | 2.3% |
| 10 | CMICUMMINS INC | 17,796 | $12.7M | 2.2% |
| 11 | VVISA INC | 35,430 | $12.2M | 2.1% |
| 12 | JNJJOHNSON & JOHNSON | 44,753 | $11.4M | 2% |
| 13 | IJRISHARES TR | 75,604 | $11.2M | 2% |
| 14 | SPYSTATE STR SPDR S&P 500 ETF T | 14,247 | $10.6M | 1.9% |
| 15 | AXPAMERICAN EXPRESS CO | 31,345 | $10.6M | 1.9% |
| 16 | SYKSTRYKER CORPORATION | 30,167 | $9.5M | 1.7% |
| 17 | AMZNAMAZON COM INC | 38,019 | $9.1M | 1.6% |
| 18 | LNGCHENIERE ENERGY INC | 37,337 | $8.9M | 1.6% |
| 19 | RTXRTX CORPORATION | 46,824 | $8.9M | 1.6% |
| 20 | IJHISHARES TR | 110,950 | $8.6M | 1.5% |
| 21 | METAMETA PLATFORMS INC | 14,927 | $8.4M | 1.5% |
| 22 | EXPEEXPEDIA GROUP INC | 31,736 | $8.1M | 1.4% |
| 23 | COSTCOSTCO WHOLESALE CORPORATION | 8,671 | $8.1M | 1.4% |
| 24 | IWVISHARES TR | 18,331 | $7.8M | 1.4% |
| 25 | JPMJPMORGAN CHASE & CO | 23,810 | $7.8M | 1.4% |
| 26 | QCOMQUALCOMM INC | 40,976 | $7.6M | 1.3% |
| 27 | NVDANVIDIA CORPORATION | 37,353 | $7.5M | 1.3% |
| 28 | KLACKLA CORP | 22,160 | $6.7M | 1.2% |
| 29 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 25,368 | $6.3M | 1.1% |
| 30 | IWMISHARES TR | 19,765 | $5.9M | 1% |
| 31 | LENLENNAR CORP | 56,115 | $5.1M | 0.9% |
| 32 | IWRISHARES TR | 44,570 | $4.9M | 0.9% |
| 33 | ALLYALLY FINL INC | 106,778 | $4.9M | 0.9% |
| 34 | ISRGINTUITIVE SURGICAL INC | 11,840 | $4.7M | 0.8% |
| 35 | GOOGALPHABET INC | 12,755 | $4.5M | 0.8% |
| 36 | INCYINCYTE CORP | 37,927 | $4.3M | 0.8% |
| 37 | EFAISHARES TR | 41,202 | $4.3M | 0.8% |
| 38 | USBUS BANCORP | 70,237 | $4.2M | 0.8% |
| 39 | HDHOME DEPOT INC | 10,321 | $3.6M | 0.6% |
| 40 | WYNNWYNN RESORTS LTD | 36,539 | $3.5M | 0.6% |
| 41 | UBERUBER TECHNOLOGIES INC | 49,018 | $3.5M | 0.6% |
| 42 | ALBALBEMARLE CORP | 25,878 | $3.5M | 0.6% |
| 43 | EEMISHARES TR | 50,128 | $3.4M | 0.6% |
| 44 | CRMSALESFORCE INC | 20,528 | $3.2M | 0.6% |
| 45 | DISDISNEY WALT CO | 32,016 | $3.1M | 0.5% |
| 46 | LLYELI LILLY & CO | 2,406 | $2.9M | 0.5% |
| 47 | INTCINTEL CORP | 20,462 | $2.9M | 0.5% |
| 48 | SNOWSNOWFLAKE INC | 11,169 | $2.8M | 0.5% |
| 49 | IWFISHARES TR | 21,501 | $2.7M | 0.5% |
| 50 | ILMNILLUMINA INC | 15,170 | $2.7M | 0.5% |
| 51 | ORCLORACLE CORP | 17,794 | $2.6M | 0.5% |
| 52 | CHWYCHEWY INC | 127,305 | $2.5M | 0.4% |
| 53 | TJXTJX COS INC NEW | 15,658 | $2.4M | 0.4% |
| 54 | PYPLPAYPAL HLDGS INC | 54,432 | $2.4M | 0.4% |
| 55 | ELLAUDER ESTEE COS INC | 28,828 | $2.3M | 0.4% |
| 56 | ECLECOLAB INC | 8,092 | $2.3M | 0.4% |
| 57 | EOGEOG RES INC | 17,105 | $2.2M | 0.4% |
| 58 | AVGOBROADCOM INC | 5,632 | $2.1M | 0.4% |
| 59 | EXMOCEXXON MOBIL CORP | 15,501 | $2.1M | 0.4% |
| 60 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,052 | $2.0M | 0.4% |
| 61 | ELVELEVANCE HEALTH INC FORMERLY | 5,208 | $2.0M | 0.4% |
| 62 | ABBVABBVIE INC | 7,861 | $2.0M | 0.3% |
| 63 | NKENIKE INC | 48,046 | $2.0M | 0.3% |
| 64 | APHAMPHENOL CORP | 10,806 | $1.9M | 0.3% |
| 65 | SBUXSTARBUCKS CORP | 17,777 | $1.8M | 0.3% |
| 66 | VLOVALERO ENERGY CORP | 6,694 | $1.7M | 0.3% |
| 67 | ALGNALIGN TECHNOLOGY INC | 10,046 | $1.7M | 0.3% |
| 68 | TMOTHERMO FISHER SCIENTIFIC INC | 3,324 | $1.7M | 0.3% |
| 69 | GNTXGENTEX CORP | 61,808 | $1.6M | 0.3% |
| 70 | VOVANGUARD INDEX FDS | 19,224 | $1.5M | 0.3% |
| 71 | PEPPEPSICO INC | 10,778 | $1.5M | 0.3% |
| 72 | ROPROPER TECHNOLOGIES INC | 4,299 | $1.5M | 0.3% |
| 73 | NEENEXTERA ENERGY INC | 16,142 | $1.4M | 0.3% |
| 74 | CSCOCISCO SYS INC | 11,067 | $1.3M | 0.2% |
| 75 | VIGVANGUARD SPECIALIZED FUNDS | 5,477 | $1.3M | 0.2% |
| 76 | VEAVANGUARD TAX-MANAGED FDS | 18,040 | $1.3M | 0.2% |
| 77 | MCDMCDONALDS CORP | 4,678 | $1.3M | 0.2% |
| 78 | CVXCHEVRON CORPORATION | 7,453 | $1.2M | 0.2% |
| 79 | DVYISHARES TR | 7,835 | $1.2M | 0.2% |
| 80 | IWBISHARES TR | 2,825 | $1.2M | 0.2% |
| 81 | DGROISHARES TR | 14,992 | $1.1M | 0.2% |
| 82 | CATCATERPILLAR INC | 1,066 | $1.1M | 0.2% |
| 83 | FITBFIFTH THIRD BANCORP | 20,046 | $1.1M | 0.2% |
| 84 | AMATAPPLIED MATLS INC | 1,543 | $1.1M | 0.2% |
| 85 | KOCOCA COLA CO | 13,329 | $1.1M | 0.2% |
| 86 | AMGNAMGEN INC | 2,869 | $1.0M | 0.2% |
| 87 | VTIVANGUARD INDEX FDS | 2,761 | $1.0M | 0.2% |
| 88 | IJTISHARES TR | 5,690 | $1.0M | 0.2% |
| 89 | QUALISHARES TR | 4,516 | $991,049 | 0.2% |
| 90 | UNPUNION PAC CORP | 3,572 | $971,584 | 0.2% |
| 91 | PRFZINVESCO EXCHANGE TRADED FD T | 17,065 | $951,715 | 0.2% |
| 92 | QQQINVESCO QQQ TR | 1,292 | $951,429 | 0.2% |
| 93 | IEFAISHARES TR | 9,740 | $940,689 | 0.2% |
| 94 | ZTSZOETIS INC | 12,857 | $923,904 | 0.2% |
| 95 | EMXCISHARES INC | 8,922 | $912,721 | 0.2% |
| 96 | ACIOETF SER SOLUTIONS | 19,632 | $905,820 | 0.2% |
| 97 | PGPROCTER & GAMBLE CO | 6,167 | $904,329 | 0.2% |
| 98 | IWOISHARES TR | 2,291 | $902,562 | 0.2% |
| 99 | IWDISHARES TR | 3,635 | $881,233 | 0.2% |
| 100 | VOOVANGUARD INDEX FDS | 1,253 | $860,573 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.