CIK 1772483
Legacy Trust
Institutional 13F holdings & portfolio
Holdings
192
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 124K | $1M+ | SH |
| IVV | ISHARES TR | 40K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 44K | $1M+ | SH |
| GOOGL | ALPHABET INC | 54K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 87K | $1M+ | SH |
| URI | UNITED RENTALS INC | 17K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 15K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 43K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 40K | $1M+ | SH |
| V | VISA INC | 35K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 67K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 31K | $1M+ | SH |
| AMZN | AMAZON COM INC | 49K | $1M+ | SH |
| RTX | RTX CORPORATION | 61K | $1M+ | SH |
| META | META PLATFORMS INC | 15K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 14K | $1M+ | SH |
| GWW | WW GRAINGER INC | 9K | $1M+ | SH |
| CMI | CUMMINS INC | 18K | $1M+ | SH |
| IJR | ISHARES TR | 76K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 44K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 31K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 22K | $1M+ | SH |
| IWV | ISHARES TR | 20K | $1M+ | SH |
| IJH | ISHARES TR | 110K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 37K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 8K | $1M+ | SH |
| QCOM | QUALCOMM INC | 40K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 12K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 25K | $1M+ | SH |
| LEN | LENNAR CORP | 54K | $1M+ | SH |
| IWM | ISHARES TR | 19K | $1M+ | SH |
| ALLY | ALLY FINL INC | 101K | $1M+ | SH |
| GOOG | ALPHABET INC | 13K | $1M+ | SH |
| IWR | ISHARES TR | 43K | $1M+ | SH |
| WYNN | WYNN RESORTS LTD | 34K | $1M+ | SH |
| HD | HOME DEPOT INC | 12K | $1M+ | SH |
| DD | DUPONT DE NEMOURS INC | 99K | $1M+ | SH |
| EFA | ISHARES TR | 39K | $1M+ | SH |
| CHWY | CHEWY INC | 112K | $1M+ | SH |
| ORCL | ORACLE CORP | 19K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 26K | $1M+ | SH |
| USB | US BANCORP DEL | 68K | $1M+ | SH |
| INCY | INCYTE CORP | 36K | $1M+ | SH |
| DIS | DISNEY WALT CO | 30K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 42K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 50K | $1M+ | SH |
| IWF | ISHARES TR | 6K | $1M+ | SH |
| KLAC | KLA CORP | 2K | $1M+ | SH |
| NKE | NIKE INC | 42K | $1M+ | SH |
| EL | LAUDER ESTEE COS INC | 24K | $1M+ | SH |