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 151–192 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADM | ARCHER DANIELS MIDLAND CO | 6K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 6K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| FAST | FASTENAL CO | 9K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| LIN | LINDE PLC | 799 | $100K–$500K | SH |
| EMXC | ISHARES INC | 5K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 921 | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 8K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 4K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 5K | $100K–$500K | SH |
| TTC | TORO CO | 4K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| IBHI | ISHARES TR | 11K | $100K–$500K | SH |
| XSLV | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 426 | $100K–$500K | SH |
| SMDV | PROSHARES TR | 4K | $100K–$500K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 1K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 46 | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP | 1K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 531 | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 3K | $100K–$500K | SH |
| JBHT | HUNT J B TRANS SVCS INC | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| TGT | TARGET CORP | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 427 | $100K–$500K | SH |
| FTNT | FORTINET INC | 3K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 893 | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 12K | $100K–$500K | SH |
| F | FORD MTR CO | 15K | $100K–$500K | SH |
| VRCA | VERRICA PHARMACEUTICALS INC | 17K | $100K–$500K | SH |
| UFPI | UFP INDUSTRIES INC | 840 | $50K–$100K | SH |