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.
Sierra Legacy Group (CIK 2056766) reported $131.1M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHV ($20.1M, 15.36%), MSFT ($5.9M, 4.47%), ROST ($5.6M, 4.27%), BRK/B ($5.6M, 4.25%), TJX ($5.4M, 4.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $20.1M | 15.36% | 182,409 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $5.9M | 4.47% | 15,818 | Added |
| 3 | ROST | ROSS STORES INC | $5.6M | 4.27% | 25,863 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.6M | 4.25% | 11,626 | Added |
| 5 | TJX | TJX COS INC NEW | $5.4M | 4.12% | 33,862 | Trimmed |
| 6 | CMI | CUMMINS INC | $4.5M | 3.46% | 8,430 | Trimmed |
| 7 | LMT | LOCKHEED MARTIN CORP | $3.8M | 2.89% | 6,271 | Trimmed |
| 8 | AAPL | APPLE INC | $3.5M | 2.70% | 13,929 | Hold |
| 9 | ALLE | ALLEGION PLC | $3.3M | 2.52% | 22,759 | Added |
| 10 | HSY | HERSHEY CO | $3.2M | 2.41% | 15,195 | Added |
| 11 | V | VISA INC | $2.7M | 2.04% | 8,837 | Added |
| 12 | AME | AMETEK INC | $2.4M | 1.86% | 11,405 | Hold |
| 13 | GOOGL | ALPHABET INC | $2.4M | 1.85% | 8,450 | Trimmed |
| 14 | BIL | SPDR SERIES TRUST | $2.4M | 1.84% | 26,305 | Trimmed |
| 15 | ACN | ACCENTURE PLC IRELAND | $2.4M | 1.81% | 11,975 | Added |
| 16 | NOC | NORTHROP GRUMMAN CORP | $2.1M | 1.64% | 3,144 | Trimmed |
| 17 | CSCO | CISCO SYS INC | $2.1M | 1.57% | 26,580 | Hold |
| 18 | APH | AMPHENOL CORP | $2.0M | 1.56% | 16,210 | Trimmed |
| 19 | WRB | BERKLEY W R CORP | $1.7M | 1.26% | 24,925 | Added |
| 20 | NDSN | NORDSON CORP | $1.6M | 1.26% | 6,187 | Trimmed |
| 21 | FIX | COMFORT SYS USA INC | $1.6M | 1.24% | 1,180 | Trimmed |
| 22 | CHKP | CHECK POINT SOFTWARE TECH LT | $1.6M | 1.24% | 11,358 | Added |
| 23 | INTU | INTUIT | $1.6M | 1.18% | 3,587 | New |
| 24 | ADP | AUTOMATIC DATA PROCESSING IN | $1.5M | 1.13% | 7,277 | Added |
| 25 | MSI | MOTOROLA SOLUTIONS INC | $1.5M | 1.12% | 3,375 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31