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 $565.6M across 210 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($31.2M, 5.52%), AAPL ($27.7M, 4.91%), PANW ($23.0M, 4.07%), URI ($19.6M, 3.46%), GOOGL ($18.8M, 3.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $31.2M | 5.52% | 41,688 | Trimmed |
| 2 | AAPL | APPLE INC | $27.7M | 4.91% | 95,877 | Trimmed |
| 3 | PANW | PALO ALTO NETWORKS INC | $23.0M | 4.07% | 67,441 | Trimmed |
| 4 | URI | UNITED RENTALS INC | $19.6M | 3.46% | 17,263 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $18.8M | 3.33% | 52,660 | Trimmed |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.5M | 3.27% | 38,747 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $16.4M | 2.90% | 43,996 | Trimmed |
| 8 | GS | GOLDMAN SACHS GROUP INC | $15.3M | 2.71% | 15,155 | Trimmed |
| 9 | GWW | WW GRAINGER INC | $12.8M | 2.26% | 9,381 | Trimmed |
| 10 | CMI | CUMMINS INC | $12.7M | 2.24% | 17,796 | Trimmed |
| 11 | V | VISA INC | $12.2M | 2.15% | 35,430 | Trimmed |
| 12 | JNJ | JOHNSON & JOHNSON | $11.4M | 2.01% | 44,753 | Trimmed |
| 13 | IJR | ISHARES TR | $11.2M | 1.98% | 75,604 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $10.6M | 1.88% | 14,247 | Added |
| 15 | AXP | AMERICAN EXPRESS CO | $10.6M | 1.87% | 31,345 | Trimmed |
| 16 | SYK | STRYKER CORPORATION | $9.5M | 1.68% | 30,167 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $9.1M | 1.60% | 38,019 | Trimmed |
| 18 | LNG | CHENIERE ENERGY INC | $8.9M | 1.58% | 37,337 | Trimmed |
| 19 | RTX | RTX CORPORATION | $8.9M | 1.57% | 46,824 | Trimmed |
| 20 | IJH | ISHARES TR | $8.6M | 1.51% | 110,950 | Trimmed |
| 21 | META | META PLATFORMS INC | $8.4M | 1.49% | 14,927 | Added |
| 22 | EXPE | EXPEDIA GROUP INC | $8.1M | 1.44% | 31,736 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $8.1M | 1.43% | 8,671 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $7.8M | 1.38% | 23,810 | Trimmed |
| 25 | IWV | ISHARES TR | $7.8M | 1.38% | 18,331 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30