Legacy Trust
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.1M
Q ending 2026-03-31
Prior quarter
$534.7M
Q ending 2025-12-31
Change
-99.4% QoQ · -99.3% YoY
Positions
203
reported holdings
Largest positions
Top 100 of 203 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $31.9M | 126K |
| Ishares Tr | IVV | Shares | $28.1M | 43K |
| Microsoft Corp | MSFT | Shares | $16.8M | 45K |
| Alphabet Inc | GOOGL | Shares | $15.6M | 54K |
| Taiwan Semiconductor Manufac | TSM | Shares | $14.5M | 43K |
| Nvidia Corporation | NVDA | Shares | $13.1M | 75K |
| Goldman Sachs Group Inc | GS | Shares | $13.0M | 15K |
| United Rentals Inc | URI | Shares | $12.7M | 17K |
| Rtx Corporation | RTX | Shares | $11.8M | 61K |
| Johnson & Johnson | JNJ | Shares | $11.0M | 45K |
| Palo Alto Networks Inc | PANW | Shares | $11.0M | 68K |
| Visa Inc | V | Shares | $10.8M | 36K |
| Cheniere Energy Inc | LNG | Shares | $10.6M | 37K |
| Amazon Com Inc | AMZN | Shares | $10.4M | 50K |
| Ww Grainger Inc | GWW | Shares | $10.3M | 9K |
| Stryker Corporation | SYK | Shares | $10.0M | 30K |
| American Express Co | AXP | Shares | $9.8M | 32K |
| Cummins Inc | CMI | Shares | $9.7M | 18K |
| Ishares Tr | IJR | Shares | $9.6M | 77K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $9.1M | 14K |
| Costco Wholesale Corporation | COST | Shares | $8.5M | 9K |
| Meta Platforms Inc | META | Shares | $8.5M | 15K |
| Ishares Tr | IJH | Shares | $7.8M | 115K |
| Expedia Group Inc | EXPE | Shares | $7.4M | 32K |
| Jpmorgan Chase & Co | JPM | Shares | $7.1M | 24K |
| Ishares Tr | IWV | Shares | $7.0M | 19K |
| Intuitive Surgical Inc | ISRG | Shares | $5.6M | 12K |
| Qualcomm Inc | QCOM | Shares | $5.3M | 41K |
| Take-Two Interactive Softwar | TTWO | Shares | $5.0M | 25K |
| Lennar Corp | LEN | Shares | $4.8M | 56K |
| Ishares Tr | IWM | Shares | $4.7M | 19K |
| Dupont De Nemours Inc | DDUSD | Shares | $4.6M | 101K |
| Albemarle Corp | ALB | Shares | $4.6M | 26K |
| Salesforce Inc | CRM | Shares | $4.2M | 23K |
| Alphabet Inc | GOOG | Shares | $4.2M | 15K |
| Ishares Tr | IWR | Shares | $4.2M | 43K |
| Ally Finl Inc | ALLY | Shares | $4.1M | 104K |
| Ishares Tr | EFA | Shares | $3.9M | 40K |
| Wynn Resorts Ltd | WYNN | Shares | $3.6M | 36K |
| Us Bancorp | USB | Shares | $3.6M | 70K |
| Incyte Corp | INCY | Shares | $3.5M | 37K |
| Uber Technologies Inc | UBER | Shares | $3.5M | 48K |
| Home Depot Inc | HD | Shares | $3.4M | 10K |
| Kla Corp | KLAC | Shares | $3.3M | 2K |
| Chewy Inc | CHWY | Shares | $3.2M | 117K |
| Disney Walt Co | DIS | Shares | $3.0M | 31K |
| Ishares Tr | EEM | Shares | $2.8M | 50K |
| Oracle Corp | ORCL | Shares | $2.7M | 19K |
| Exxon Mobil Corp | XOM | Shares | $2.6M | 15K |
| Tjx Cos Inc New | TJX | Shares | $2.5M | 16K |
| Nike Inc | NKE | Shares | $2.4M | 46K |
| Ishares Tr | IWF | Shares | $2.4M | 6K |
| Eog Res Inc | EOG | Shares | $2.4M | 17K |
| Paypal Hldgs Inc | PYPL | Shares | $2.4M | 53K |
| Eli Lilly & Co | LLY | Shares | $2.3M | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.2M | 5K |
| Ecolab Inc | ECL | Shares | $2.2M | 8K |
| Lauder Estee Cos Inc | EL | Shares | $1.9M | 27K |
| Illumina Inc | ILMN | Shares | $1.8M | 15K |
| Abbvie Inc | ABBV | Shares | $1.8M | 8K |
| Pepsico Inc | PEP | Shares | $1.7M | 11K |
| Starbucks Corp | SBUX | Shares | $1.7M | 19K |
| Broadcom Inc | AVGO | Shares | $1.7M | 5K |
| Valero Energy Corp | VLO | Shares | $1.7M | 7K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.6M | 3K |
| Align Technology Inc | ALGN | Shares | $1.6M | 9K |
| Zoetis Inc | ZTS | Shares | $1.6M | 13K |
| Chevron Corporation | CVX | Shares | $1.6M | 8K |
| Mcdonalds Corp | MCD | Shares | $1.5M | 5K |
| Nextera Energy Inc | NEE | Shares | $1.5M | 16K |
| Roper Technologies Inc | ROP | Shares | $1.5M | 4K |
| Elevance Health Inc Formerly | ELV | Shares | $1.5M | 5K |
| Vanguard Index Fds | VO | Shares | $1.4M | 5K |
| Amphenol Corp | APH | Shares | $1.4M | 11K |
| Gentex Corp | GNTX | Shares | $1.4M | 62K |
| Adobe Inc | ADBE | Shares | $1.2M | 5K |
| Ishares Tr | DVY | Shares | $1.2M | 8K |
| Vanguard Specialized Funds | VIG | Shares | $1.2M | 5K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.2M | 18K |
| Fedex Corp | FDX | Shares | $1.1M | 3K |
| Caterpillar Inc | CAT | Shares | $1.1M | 1K |
| Ishares Tr | DGRO | Shares | $1.1M | 15K |
| Amgen Inc | AMGN | Shares | $1.0M | 3K |
| Cisco Sys Inc | CSCO | Shares | $1.0M | 13K |
| Intel Corp | INTC | Shares | $1.0M | 24K |
| Coca Cola Co | KO | Shares | $1.0M | 14K |
| Ishares Tr | IWB | Shares | $1.0M | 3K |
| Union Pac Corp | UNP | Shares | $965K | 4K |
| Procter & Gamble Co | PG | Shares | $945K | 7K |
| Fifth Third Bancorp | FITB | Shares | $927K | 20K |
| Ishares Tr | IWD | Shares | $916K | 4K |
| Ishares Tr | IEFA | Shares | $893K | 10K |
| Vanguard Index Fds | VTI | Shares | $886K | 3K |
| Ishares Tr | QUAL | Shares | $866K | 5K |
| Lululemon Athletica Inc | LULU | Shares | $851K | 6K |
| Ishares Tr | IJT | Shares | $837K | 6K |
| Etf Ser Solutions | ACIO | Shares | $824K | 20K |
| Ameriprise Finl Inc | AMP | Shares | $821K | 2K |
| Abbott Laboratories | ABT | Shares | $812K | 8K |
| International Business Machs | IBM | Shares | $812K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.