Legacy Trust

13F filer · CIK 0001772483

Reported Jul 31, 2026

13F portfolio value$566MU.S. long equity reported on 13F

Positions158Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight31.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026158 positions
AAPLApple Inc.	$27.7M	4.91%	0.00%	Not reported	Q4 2022
PANWPalo Alto Networks Inc	$23M	4.07%	0.01%	Not reported	Q4 2022
URIUnited Rentals, Inc.	$19.6M	3.46%	0.03%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$18.8M	3.33%	0.00%	Not reported	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$18.5M	3.27%	0.00%	Not reported	Q4 2022
MSFTMicrosoft Corp	$16.4M	2.90%	0.00%	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$15.3M	2.71%	0.01%	Not reported	Q4 2022
GWWW.W. Grainger, Inc.	$12.8M	2.26%	0.02%	Not reported	Q4 2022
CMICummins Inc	$12.7M	2.24%	0.01%	Not reported	Q4 2022
VVisa Inc.	$12.2M	2.15%	0.00%	Not reported	Q4 2022
JNJJohnson & Johnson	$11.4M	2.01%	0.00%	Not reported	Q4 2022
SPYSPDR S&P 500 ETF Trust	$10.6M	1.88%	Not reported	Not reported	Q4 2022
AXPAmerican Express Co	$10.6M	1.87%	0.00%	Not reported	Q4 2022
SYKStryker Corp	$9.5M	1.68%	0.01%	Not reported	Q4 2022
AMZNAmazon Com Inc	$9.06M	1.60%	0.00%	Not reported	Q4 2022
LNGCheniere Energy, Inc.	$8.92M	1.58%	0.02%	Not reported	Q4 2022
RTXRTX Corp	$8.88M	1.57%	0.00%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$8.41M	1.49%	Not reported	Not reported	Q4 2022
EXPEExpedia Group, Inc.	$8.12M	1.44%	0.03%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$8.11M	1.43%	0.00%	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$7.79M	1.38%	0.00%	Not reported	Q4 2022
QCOMQualcomm Inc	$7.57M	1.34%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$7.47M	1.32%	0.00%	Not reported	Q4 2022
KLACKla Corp	$6.69M	1.18%	0.00%	Not reported	Q3 2025
TTWOTake Two Interactive Software Inc	$6.34M	1.12%	0.01%	Not reported	Q4 2022
LENLennar Corp	$5.08M	0.90%	Not reported	Not reported	Q4 2022
ALLYAlly Financial Inc.	$4.91M	0.87%	0.04%	Not reported	Q4 2022
ISRGIntuitive Surgical Inc	$4.71M	0.83%	0.00%	Not reported	Q1 2023
GOOGAlphabet Inc.	$4.51M	0.80%	Not reported	Not reported	Q4 2022
INCYIncyte Corp	$4.3M	0.76%	0.02%	Not reported	Q4 2022
USBUS Bancorp \de\	$4.24M	0.75%	0.00%	Not reported	Q4 2022
HDHome Depot, Inc.	$3.64M	0.64%	0.00%	Not reported	Q4 2022
WYNNWynn Resorts Ltd	$3.55M	0.63%	0.04%	Not reported	Q4 2022
UBERUber Technologies, Inc	$3.54M	0.63%	0.00%	Not reported	Q2 2024
ALBAlbemarle Corp	$3.49M	0.62%	0.02%	Not reported	Q4 2022
CRMSalesforce, Inc.	$3.22M	0.57%	0.00%	Not reported	Q3 2025
DISWalt Disney Co	$3.08M	0.54%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$2.89M	0.51%	0.00%	Not reported	Q4 2022
INTCIntel Corp	$2.86M	0.51%	0.00%	Not reported	Q4 2022
SNOWSnowflake Inc.	$2.84M	0.50%	0.00%	New	Q2 2026
ILMNIllumina, Inc.	$2.67M	0.47%	0.01%	Not reported	Q4 2022
ORCLOracle Corp	$2.61M	0.46%	0.00%	Not reported	Q4 2022
CHWYChewy, Inc.	$2.5M	0.44%	127305.00%	Not reported	Q4 2022
TJXTJX Companies Inc	$2.37M	0.42%	0.00%	Not reported	Q4 2022
PYPLPayPal Holdings, Inc.	$2.35M	0.42%	0.01%	Not reported	Q4 2022
ELEstee Lauder Companies Inc	$2.28M	0.40%	Not reported	Not reported	Q4 2022
ECLEcolab Inc.	$2.25M	0.40%	0.00%	Not reported	Q4 2022
EOGEog Resources Inc	$2.22M	0.39%	0.00%	Not reported	Q3 2024
AVGOBroadcom Inc.	$2.13M	0.38%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$2.12M	0.37%	0.00%	Not reported	Q4 2022

Q4 2025Reported Jan 22, 2026145 positions
AAPLApple Inc.	$33.8M	6.32%	0.00%	+1.2%	Q4 2022
MSFTMicrosoft Corp	$21.5M	4.01%	0.00%	+3.4%	Q4 2022
GOOGLAlphabet Inc.	$17M	3.18%	0.00%	+1.5%	Q4 2022
NVDANvidia Corp	$16.3M	3.05%	0.00%	-2.3%	Q4 2022
URIUnited Rentals, Inc.	$14M	2.62%	0.03%	+0.2%	Q4 2022
GSGoldman Sachs Group Inc	$13.6M	2.54%	0.01%	+0.3%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$13.2M	2.46%	0.00%	-0.5%	Q4 2022
JPMJPMorgan Chase & Co	$12.8M	2.40%	0.00%	+1.7%	Q4 2022
VVisa Inc.	$12.3M	2.30%	0.00%	+1.2%	Q4 2022
PANWPalo Alto Networks Inc	$12.3M	2.29%	0.01%	+1.3%	Q4 2022
AXPAmerican Express Co	$11.6M	2.17%	0.00%	+2.1%	Q4 2022
AMZNAmazon Com Inc	$11.3M	2.11%	0.00%	+2.1%	Q4 2022
RTXRTX Corp	$11.3M	2.11%	0.00%	+6.5%	Q4 2022
METAMeta Platforms, Inc.	$9.65M	1.80%	Not reported	+2.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$9.57M	1.79%	Not reported	-1.3%	Q4 2022
GWWW.W. Grainger, Inc.	$9.47M	1.77%	0.02%	+1.6%	Q4 2022
CMICummins Inc	$9.27M	1.73%	0.01%	+2.3%	Q4 2022
JNJJohnson & Johnson	$9.08M	1.70%	0.00%	+6.5%	Q4 2022
EXPEExpedia Group, Inc.	$8.92M	1.67%	0.03%	+1.4%	Q4 2022
SYKStryker Corp	$7.86M	1.47%	0.01%	+5.5%	Q4 2022
LNGCheniere Energy, Inc.	$7.28M	1.36%	0.02%	+2.9%	Q4 2022
COSTCostco Wholesale Corp	$7.27M	1.36%	0.00%	+5.9%	Q4 2022
QCOMQualcomm Inc	$6.92M	1.29%	0.00%	+1.5%	Q4 2022
ISRGIntuitive Surgical Inc	$6.72M	1.26%	0.00%	+5.1%	Q1 2023
TTWOTake Two Interactive Software Inc	$6.33M	1.18%	0.01%	+4.1%	Q4 2022
LENLennar Corp	$5.53M	1.03%	Not reported	+6.2%	Q4 2022
ALLYAlly Financial Inc.	$4.56M	0.85%	0.03%	+2.9%	Q4 2022
GOOGAlphabet Inc.	$4.2M	0.79%	Not reported	+6.5%	Q4 2022
WYNNWynn Resorts Ltd	$4.12M	0.77%	0.03%	+5.0%	Q4 2022
HDHome Depot, Inc.	$3.99M	0.75%	0.00%	-0.5%	Q4 2022
DDDuPont de Nemours, Inc.	$3.98M	0.74%	0.02%	+106.9%	Q4 2022
CHWYChewy, Inc.	$3.7M	0.69%	111945.00%	+2.1%	Q4 2022
ORCLOracle Corp	$3.67M	0.69%	0.00%	-4.3%	Q4 2022
ALBAlbemarle Corp	$3.62M	0.68%	0.02%	+6.7%	Q4 2022
USBUS Bancorp \de\	$3.61M	0.67%	0.00%	+3.3%	Q4 2022
INCYIncyte Corp	$3.57M	0.67%	0.02%	+2.1%	Q4 2022
DISWalt Disney Co	$3.44M	0.64%	0.00%	+3.6%	Q4 2022
UBERUber Technologies, Inc	$3.41M	0.64%	0.00%	+0.1%	Q2 2024
PYPLPayPal Holdings, Inc.	$2.94M	0.55%	0.01%	+2.1%	Q4 2022
KLACKla Corp	$2.69M	0.50%	0.00%	Not reported	Q3 2025
NKENIKE, Inc.	$2.67M	0.50%	0.00%	+11.5%	Q4 2022
ELEstee Lauder Companies Inc	$2.56M	0.48%	Not reported	Not reported	Q4 2022
LLYELI LILLY & Co	$2.49M	0.47%	0.00%	+3.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.47M	0.46%	Not reported	+2.5%	Q4 2022
TJXTJX Companies Inc	$2.37M	0.44%	0.00%	-6.9%	Q4 2022
ECLEcolab Inc.	$2.13M	0.40%	0.00%	-0.2%	Q4 2022
TMOThermo Fisher Scientific Inc.	$1.95M	0.36%	0.00%	Not reported	Q4 2022
ROPRoper Technologies Inc	$1.91M	0.36%	0.00%	-0.5%	Q4 2022
ELVElevance Health, Inc.	$1.82M	0.34%	0.00%	Not reported	Q4 2022
ILMNIllumina, Inc.	$1.78M	0.33%	0.01%	+15.1%	Q4 2022

Q3 2025Reported Oct 24, 2025141 positions
AAPLApple Inc.	$31.3M	6.16%	0.00%	+58.3%	Q4 2022
MSFTMicrosoft Corp	$22.2M	4.38%	0.00%	+14.6%	Q4 2022
NVDANvidia Corp	$16.7M	3.29%	0.00%	+232.9%	Q4 2022
URIUnited Rentals, Inc.	$16.5M	3.25%	0.03%	-1.2%	Q4 2022
PANWPalo Alto Networks Inc	$13.4M	2.64%	0.01%	-0.5%	Q4 2022
GOOGLAlphabet Inc.	$13M	2.56%	0.00%	+6.3%	Q4 2022
JPMJPMorgan Chase & Co	$12.3M	2.43%	0.00%	+8.1%	Q4 2022
GSGoldman Sachs Group Inc	$12.3M	2.42%	0.01%	-2.7%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.2M	2.40%	0.00%	+5.6%	Q4 2022
VVisa Inc.	$11.9M	2.34%	0.00%	-1.2%	Q4 2022
AMZNAmazon Com Inc	$10.5M	2.08%	0.00%	+35.4%	Q4 2022
METAMeta Platforms, Inc.	$10.4M	2.06%	Not reported	+1.3%	Q4 2022
AXPAmerican Express Co	$10.2M	2.01%	0.00%	+6.5%	Q4 2022
RTXRTX Corp	$9.66M	1.91%	0.00%	+10.2%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$9.47M	1.87%	Not reported	+0.3%	Q4 2022
GWWW.W. Grainger, Inc.	$8.81M	1.74%	0.02%	-1.5%	Q4 2022
LNGCheniere Energy, Inc.	$8.55M	1.69%	0.02%	-0.2%	Q4 2022
SYKStryker Corp	$7.84M	1.55%	0.01%	+13.1%	Q4 2022
JNJJohnson & Johnson	$7.64M	1.51%	0.00%	+4.2%	Q4 2022
CMICummins Inc	$7.5M	1.48%	0.01%	-1.5%	Q4 2022
COSTCostco Wholesale Corp	$7.36M	1.45%	0.00%	+0.1%	Q4 2022
EXPEExpedia Group, Inc.	$6.64M	1.31%	0.03%	-2.2%	Q4 2022
QCOMQualcomm Inc	$6.62M	1.31%	0.00%	-1.0%	Q4 2022
LENLennar Corp	$6.39M	1.26%	Not reported	-1.9%	Q4 2022
TTWOTake Two Interactive Software Inc	$6.14M	1.21%	0.01%	-2.2%	Q4 2022
ORCLOracle Corp	$5.54M	1.09%	0.00%	+7.1%	Q4 2022
ISRGIntuitive Surgical Inc	$5.05M	1.00%	0.00%	+3.5%	Q1 2023
HDHome Depot, Inc.	$4.72M	0.93%	0.00%	+40.4%	Q4 2022
CHWYChewy, Inc.	$4.44M	0.87%	109666.00%	-2.2%	Q4 2022
WYNNWynn Resorts Ltd	$4.18M	0.82%	0.03%	-3.0%	Q4 2022
UBERUber Technologies, Inc	$4.09M	0.81%	0.00%	+7.6%	Q2 2024
ALLYAlly Financial Inc.	$3.84M	0.76%	0.03%	-0.5%	Q4 2022
DDDuPont de Nemours, Inc.	$3.72M	0.73%	0.01%	+1.0%	Q4 2022
DISWalt Disney Co	$3.34M	0.66%	0.00%	+10.0%	Q4 2022
PYPLPayPal Holdings, Inc.	$3.31M	0.65%	0.01%	-2.0%	Q4 2022
USBUS Bancorp \de\	$3.16M	0.62%	0.00%	+16.3%	Q4 2022
GOOGAlphabet Inc.	$3.06M	0.60%	Not reported	+28.3%	Q4 2022
INCYIncyte Corp	$3M	0.59%	0.02%	-2.0%	Q4 2022
NKENIKE, Inc.	$2.63M	0.52%	0.00%	+3.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.41M	0.47%	Not reported	+22.5%	Q4 2022
TJXTJX Companies Inc	$2.4M	0.47%	0.00%	+17.4%	Q4 2022
KLACKla Corp	$2.39M	0.47%	0.00%	New	Q3 2025
ECLEcolab Inc.	$2.23M	0.44%	0.00%	-0.3%	Q4 2022
EOGEog Resources Inc	$2.15M	0.42%	0.00%	-1.6%	Q3 2024
ROPRoper Technologies Inc	$2.15M	0.42%	0.00%	-0.1%	Q4 2022
SBACSba Communications Corp	$2.12M	0.42%	0.01%	+0.8%	Q4 2023
ZTSZoetis Inc.	$1.96M	0.39%	0.00%	-1.1%	Q4 2022
ALBAlbemarle Corp	$1.94M	0.38%	0.02%	-8.0%	Q4 2022
ADBEAdobe Inc.	$1.78M	0.35%	0.00%	+19.6%	Q4 2022
LLYELI LILLY & Co	$1.71M	0.34%	0.00%	+119.1%	Q4 2022

Q2 2025Reported Jul 22, 2025112 positions
MSFTMicrosoft Corp	$18.6M	4.57%	0.00%	-8.5%	Q4 2022
AAPLApple Inc.	$15.9M	3.90%	0.00%	-8.8%	Q4 2022
PANWPalo Alto Networks Inc	$13.5M	3.31%	0.01%	-3.7%	Q4 2022
URIUnited Rentals, Inc.	$13.2M	3.23%	0.03%	-6.9%	Q4 2022
VVisa Inc.	$12.5M	3.06%	0.00%	-5.1%	Q4 2022
GSGoldman Sachs Group Inc	$11.2M	2.75%	0.01%	-5.5%	Q4 2022
JPMJPMorgan Chase & Co	$10.5M	2.57%	0.00%	-4.4%	Q4 2022
METAMeta Platforms, Inc.	$10.4M	2.54%	Not reported	-7.6%	Q4 2022
GWWW.W. Grainger, Inc.	$9.76M	2.39%	0.02%	-1.8%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.34M	2.29%	0.00%	-8.2%	Q4 2022
AXPAmerican Express Co	$9.19M	2.25%	0.00%	-7.6%	Q4 2022
LNGCheniere Energy, Inc.	$8.88M	2.18%	0.02%	-6.9%	Q4 2022
GOOGLAlphabet Inc.	$8.86M	2.17%	0.00%	-8.0%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$8.76M	2.15%	Not reported	-46.0%	Q4 2022
COSTCostco Wholesale Corp	$7.87M	1.93%	0.00%	-14.7%	Q4 2022
AMZNAmazon Com Inc	$7.77M	1.91%	0.00%	-7.9%	Q4 2022
RTXRTX Corp	$7.65M	1.88%	0.00%	-5.4%	Q4 2022
SYKStryker Corp	$7.42M	1.82%	0.00%	-5.5%	Q4 2022
QCOMQualcomm Inc	$6.41M	1.57%	0.00%	-5.0%	Q4 2022
JNJJohnson & Johnson	$6.04M	1.48%	0.00%	-6.0%	Q4 2022
ISRGIntuitive Surgical Inc	$5.93M	1.45%	0.00%	-9.1%	Q1 2023
CMICummins Inc	$5.91M	1.45%	0.01%	-8.9%	Q4 2022
TTWOTake Two Interactive Software Inc	$5.9M	1.45%	0.01%	-6.1%	Q4 2022
LENLennar Corp	$5.72M	1.40%	Not reported	-4.8%	Q4 2022
EXPEExpedia Group, Inc.	$5.36M	1.31%	0.03%	-7.4%	Q4 2022
CHWYChewy, Inc.	$4.78M	1.17%	112169.00%	-13.0%	Q4 2022
NVDANvidia Corp	$4.25M	1.04%	0.00%	-5.4%	Q4 2022
ORCLOracle Corp	$4.02M	0.99%	0.00%	-6.9%	Q4 2022
ALLYAlly Financial Inc.	$3.83M	0.94%	0.03%	-10.9%	Q4 2022
PYPLPayPal Holdings, Inc.	$3.75M	0.92%	0.01%	-8.1%	Q4 2022
UBERUber Technologies, Inc	$3.62M	0.89%	0.00%	-4.1%	Q2 2024
DISWalt Disney Co	$3.29M	0.81%	0.00%	-25.5%	Q4 2022
DDDuPont de Nemours, Inc.	$3.25M	0.80%	0.01%	-28.2%	Q4 2022
WYNNWynn Resorts Ltd	$3.15M	0.77%	0.03%	-18.4%	Q4 2022
HDHome Depot, Inc.	$3.04M	0.75%	0.00%	+0.1%	Q4 2022
NKENIKE, Inc.	$2.58M	0.63%	0.00%	+2.2%	Q4 2022
SBACSba Communications Corp	$2.55M	0.63%	0.01%	-10.1%	Q4 2023
USBUS Bancorp \de\	$2.55M	0.62%	0.00%	-13.5%	Q4 2022
INCYIncyte Corp	$2.46M	0.60%	0.02%	-28.1%	Q4 2022
ROPRoper Technologies Inc	$2.45M	0.60%	0.00%	-0.2%	Q4 2022
EOGEog Resources Inc	$2.33M	0.57%	0.00%	-32.9%	Q3 2024
ECLEcolab Inc.	$2.2M	0.54%	0.00%	-0.7%	Q4 2022
ZTSZoetis Inc.	$2.11M	0.52%	0.00%	+0.1%	Q4 2022
ELVElevance Health, Inc.	$2.03M	0.50%	0.00%	+0.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.9M	0.47%	Not reported	-1.6%	Q4 2022
TJXTJX Companies Inc	$1.75M	0.43%	0.00%	-15.3%	Q4 2022
GOOGAlphabet Inc.	$1.74M	0.43%	Not reported	-2.0%	Q4 2022
ALBAlbemarle Corp	$1.63M	0.40%	0.02%	-37.9%	Q4 2022
ADBEAdobe Inc.	$1.63M	0.40%	0.00%	-1.5%	Q4 2022
ALGNAlign Technology Inc	$1.49M	0.37%	0.01%	-47.3%	Q4 2022

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