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 101–150 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| IJT | ISHARES TR | 6K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 1K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 17K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| BLK | BLACKROCK INC | 611 | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| IEFA | ISHARES TR | 7K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 4K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |
| PTLC | PACER FDS TR | 11K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 7K | $500K+ | SH |
| FPX | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| PFE | PFIZER INC | 22K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3K | $500K+ | SH |
| PTNQ | PACER FDS TR | 7K | $500K+ | SH |
| MTUM | ISHARES TR | 2K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| MMM | 3M CO | 3K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| PTMC | PACER FDS TR | 14K | $100K–$500K | SH |
| DE | DEERE & CO | 1K | $100K–$500K | SH |
| T | AT&T INC | 19K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 4K | $100K–$500K | SH |
| IWN | ISHARES TR | 3K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 4K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| LGLV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 10K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |
| FISV | FISERV INC | 6K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| PTIN | PACER FDS TR | 13K | $100K–$500K | SH |
| USMV | ISHARES TR | 4K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 4K | $100K–$500K | SH |
| ROL | ROLLINS INC | 7K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |