Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Trust (CIK 1772483) reported $521.9M across 203 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($31.9M, 6.10%), IVV ($28.1M, 5.39%), MSFT ($16.8M, 3.22%), GOOGL ($15.6M, 3.00%), TSM ($14.5M, 2.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $31.9M | 6.10% | 125,520 | Added |
| 2 | IVV | ISHARES TR | $28.1M | 5.39% | 43,030 | Added |
| 3 | MSFT | MICROSOFT CORP | $16.8M | 3.22% | 45,423 | Added |
| 4 | GOOGL | ALPHABET INC | $15.6M | 3.00% | 54,401 | Added |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $14.5M | 2.78% | 42,955 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $13.1M | 2.50% | 74,948 | Trimmed |
| 7 | GS | GOLDMAN SACHS GROUP INC | $13.0M | 2.50% | 15,416 | Trimmed |
| 8 | URI | UNITED RENTALS INC | $12.7M | 2.43% | 17,425 | Added |
| 9 | RTX | RTX CORPORATION | $11.8M | 2.27% | 61,364 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $11.0M | 2.11% | 45,048 | Added |
| 11 | PANW | PALO ALTO NETWORKS INC | $11.0M | 2.10% | 68,302 | Added |
| 12 | V | VISA INC | $10.8M | 2.07% | 35,710 | Added |
| 13 | LNG | CHENIERE ENERGY INC | $10.6M | 2.03% | 37,402 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $10.4M | 2.00% | 50,131 | Added |
| 15 | GWW | WW GRAINGER INC | $10.3M | 1.98% | 9,470 | Added |
| 16 | SYK | STRYKER CORPORATION | $10.0M | 1.92% | 30,452 | Added |
| 17 | AXP | AMERICAN EXPRESS CO | $9.8M | 1.87% | 32,239 | Added |
| 18 | CMI | CUMMINS INC | $9.7M | 1.85% | 17,989 | Trimmed |
| 19 | IJR | ISHARES TR | $9.6M | 1.84% | 77,379 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $9.1M | 1.74% | 13,992 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $8.5M | 1.63% | 8,527 | Added |
| 22 | META | META PLATFORMS INC | $8.5M | 1.62% | 14,804 | Added |
| 23 | IJH | ISHARES TR | $7.8M | 1.49% | 115,330 | Added |
| 24 | EXPE | EXPEDIA GROUP INC | $7.4M | 1.41% | 31,871 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $7.1M | 1.37% | 24,304 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31