Legacy Trust
CIK 1772483
13F filing for Q2 2026・No. 3,618
- Holdings
- US$565.6M
- Quarter change
- +US$562.5M
- Entries
- 210
- Net bought (estimate)
- −US$31.79M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 7
- Cut 95
- Added 54
- Corporate actions 0
- Unchanged 47
Largest holdings
210 stocks worth US$565.6M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 41,688 | US$31.22M | 5.52% |
| AAPLAppleCOM | Cut | 95,877 | US$27.74M | 4.91% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 67,441 | US$23M | 4.07% |
| URIUNITED RENTALS INCCOM | Cut | 17,263 | US$19.56M | 3.46% |
| GOOGLAlphabetCAP STK CL A | Cut | 52,660 | US$18.82M | 3.33% |
| TSMTSMC ADRSPONSORED ADS | Cut | 38,747 | US$18.5M | 3.27% |
| MSFTMicrosoftCOM | Cut | 43,996 | US$16.41M | 2.90% |
| GSGOLDMAN SACHS GROUP INCCOM | Cut | 15,155 | US$15.33M | 2.71% |
| GWWWW GRAINGER INCCOM | Cut | 9,381 | US$12.76M | 2.26% |
| CMICUMMINS INCCOM | Cut | 17,796 | US$12.69M | 2.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.