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 $129.1M across 79 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SHV ($17.8M, 13.78%), BRK/B ($6.6M, 5.12%), MSFT ($6.0M, 4.66%), ROST ($5.5M, 4.27%), TJX ($5.1M, 3.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $17.8M | 13.78% | 161,125 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.6M | 5.12% | 13,202 | Added |
| 3 | MSFT | MICROSOFT CORP | $6.0M | 4.66% | 16,109 | Added |
| 4 | ROST | ROSS STORES INC | $5.5M | 4.27% | 25,863 | Hold |
| 5 | TJX | TJX COS INC NEW | $5.1M | 3.98% | 33,862 | Hold |
| 6 | AAPL | APPLE INC | $4.0M | 3.12% | 13,929 | Hold |
| 7 | CMI | CUMMINS INC | $3.7M | 2.89% | 5,223 | Trimmed |
| 8 | ALLE | ALLEGION PLC | $3.3M | 2.58% | 23,696 | Added |
| 9 | LMT | LOCKHEED MARTIN CORP | $3.3M | 2.53% | 6,406 | Added |
| 10 | V | VISA INC | $3.0M | 2.35% | 8,837 | Hold |
| 11 | GOOGL | ALPHABET INC | $3.0M | 2.34% | 8,452 | Added |
| 12 | AME | AMETEK INC | $2.8M | 2.14% | 11,405 | Hold |
| 13 | HSY | HERSHEY CO | $2.7M | 2.07% | 15,196 | Added |
| 14 | ADP | AUTOMATIC DATA PROCESSING IN | $1.9M | 1.49% | 8,588 | Added |
| 15 | CSCO | CISCO SYS INC | $1.8M | 1.41% | 15,450 | Trimmed |
| 16 | WST | WEST PHARMACEUTICAL SVSC INC | $1.8M | 1.40% | 5,016 | Trimmed |
| 17 | APH | AMPHENOL CORP | $1.8M | 1.39% | 10,205 | Trimmed |
| 18 | WRB | BERKLEY W R CORP | $1.8M | 1.39% | 25,455 | Added |
| 19 | ACN | ACCENTURE PLC IRELAND | $1.7M | 1.34% | 13,867 | Added |
| 20 | MA | MASTERCARD INCORPORATED | $1.6M | 1.26% | 3,175 | Added |
| 21 | BMI | BADGER METER INC | $1.6M | 1.25% | 10,843 | Added |
| 22 | NOC | NORTHROP GRUMMAN CORP | $1.6M | 1.24% | 3,144 | Hold |
| 23 | AMZN | AMAZON COM INC | $1.6M | 1.23% | 6,659 | Added |
| 24 | NDSN | NORDSON CORP | $1.6M | 1.21% | 5,187 | Trimmed |
| 25 | TSCO | TRACTOR SUPPLY CO | $1.5M | 1.13% | 45,965 | New |
Source: SEC Form 13F filings · as of 2026-06-30