Sierra Legacy Group

13F filer · CIK 0002056766

Reported Jul 17, 2026

Net seller this quarter

13F portfolio value$129MU.S. long equity reported on 13F

Positions756 new · 4 closed

Net flow last quarter-$1.93MBuys minus sells

Top 10 positions weight33.8%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 17, 202675 positions
BRK.BBerkshire Hathaway Inc	$6.61M	5.12%	Not reported	+13.6%	Q4 2024
MSFTMicrosoft Corp	$6.01M	4.66%	0.00%	+1.8%	Q4 2024
ROSTRoss Stores, Inc.	$5.5M	4.27%	0.01%	Not reported	Q4 2024
TJXTJX Companies Inc	$5.13M	3.98%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$4.03M	3.12%	0.00%	Not reported	Q4 2024
CMICummins Inc	$3.73M	2.89%	0.00%	-38.0%	Q4 2024
ALLEAllegion plc	$3.33M	2.58%	0.03%	+4.1%	Q4 2024
LMTLockheed Martin Corp	$3.26M	2.53%	0.00%	+2.2%	Q4 2024
VVisa Inc.	$3.03M	2.35%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$3.02M	2.34%	0.00%	0.0%	Q4 2024
AMEAmetek Inc/	$2.76M	2.14%	0.01%	Not reported	Q4 2024
HSYHershey Co	$2.67M	2.07%	0.01%	0.0%	Q4 2024
ADPAutomatic Data Processing Inc	$1.92M	1.49%	0.00%	+18.0%	Q4 2025
CSCOCisco Systems, Inc.	$1.81M	1.41%	0.00%	-41.9%	Q4 2024
WSTWest Pharmaceutical Services Inc	$1.8M	1.40%	0.01%	-9.1%	Q1 2025
APHAmphenol Corp	$1.8M	1.39%	0.00%	-37.1%	Q1 2025
WRBBerkley W R Corp	$1.8M	1.39%	0.01%	+2.1%	Q4 2024
ACNAccenture plc	$1.73M	1.34%	0.00%	+15.8%	Q4 2024
MAMastercard Inc	$1.63M	1.26%	0.00%	+14.4%	Q4 2024
BMIBadger Meter Inc	$1.61M	1.25%	0.04%	+53.2%	Q1 2026
NOCNorthrop Grumman Corp	$1.6M	1.24%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$1.59M	1.23%	0.00%	0.0%	Q4 2024
NDSNNordson Corp	$1.56M	1.21%	0.01%	-16.2%	Q4 2024
TSCOTractor Supply Co	$1.45M	1.13%	0.01%	Not reported	Q4 2024
CHKPCheck Point Software Technologies Ltd	$1.41M	1.09%	0.01%	-5.5%	Q4 2024
MSIMotorola Solutions, Inc.	$1.4M	1.09%	0.00%	Not reported	Q4 2024
AOSSmith A O Corp	$1.39M	1.08%	0.01%	+15.0%	Q4 2024
FIXComfort Systems USA Inc	$1.35M	1.04%	0.00%	-42.4%	Q1 2025
JNJJohnson & Johnson	$1.33M	1.03%	0.00%	+3.1%	Q4 2024
DHRDanaher Corp	$1.3M	1.01%	0.00%	+13.8%	Q4 2024
AAgilent Technologies, Inc.	$1.22M	0.94%	0.00%	-9.4%	Q4 2024
OTISOtis Worldwide Corp	$1.2M	0.93%	0.00%	+49.1%	Q4 2024
ULTAUlta Beauty, Inc.	$1.18M	0.92%	0.01%	Not reported	Q4 2024
GDGeneral Dynamics Corp	$1.13M	0.88%	0.00%	Not reported	Q4 2024
ELVElevance Health, Inc.	$1.09M	0.85%	0.00%	Not reported	Q4 2024
PHParker-Hannifin Corp	$1.04M	0.81%	0.00%	Not reported	Q4 2024
MTDMettler Toledo International Inc/	$1.03M	0.80%	0.00%	Not reported	Q2 2025
BRBroadridge Financial Solutions, Inc.	$1.02M	0.79%	0.01%	+4.2%	Q4 2025
IEXIdex Corp	$1.01M	0.78%	0.01%	-18.3%	Q2 2025
TMOThermo Fisher Scientific Inc.	$1.01M	0.78%	0.00%	Not reported	Q4 2024
BSYBentley Systems Inc	$995K	0.77%	Not reported	+48.9%	Q1 2026
GOOGAlphabet Inc.	$919K	0.71%	Not reported	Not reported	Q4 2024
INTUIntuit Inc.	$910K	0.71%	0.00%	-2.8%	Q1 2026
SAPSap SE	$881K	0.68%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$828K	0.64%	0.00%	Not reported	Q4 2024
STESTERIS plc	$769K	0.60%	0.00%	-9.1%	Q1 2026
ZTSZoetis Inc.	$739K	0.57%	0.00%	+19.6%	Q4 2025
CPRTCopart Inc	$737K	0.57%	0.00%	+42.9%	Q1 2025
TYLTyler Technologies Inc	$734K	0.57%	0.01%	+72.5%	Q1 2026
CSLCarlisle Companies Inc	$727K	0.56%	0.01%	Not reported	Q2 2025

Q1 2026Reported May 13, 202673 positions
MSFTMicrosoft Corp	$5.86M	4.47%	0.00%	+0.6%	Q4 2024
ROSTRoss Stores, Inc.	$5.6M	4.27%	0.01%	-4.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$5.57M	4.25%	Not reported	+0.7%	Q4 2024
TJXTJX Companies Inc	$5.41M	4.12%	0.00%	-2.2%	Q4 2024
CMICummins Inc	$4.54M	3.46%	0.01%	-3.1%	Q4 2024
LMTLockheed Martin Corp	$3.79M	2.89%	0.00%	-4.1%	Q4 2024
AAPLApple Inc.	$3.54M	2.70%	0.00%	Not reported	Q4 2024
ALLEAllegion plc	$3.31M	2.52%	0.03%	+3.6%	Q4 2024
HSYHershey Co	$3.16M	2.41%	0.01%	+0.6%	Q4 2024
VVisa Inc.	$2.67M	2.04%	0.00%	+1.3%	Q4 2024
AMEAmetek Inc/	$2.44M	1.86%	0.01%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$2.43M	1.85%	0.00%	-17.6%	Q4 2024
ACNAccenture plc	$2.37M	1.81%	0.00%	+1.0%	Q4 2024
NOCNorthrop Grumman Corp	$2.14M	1.64%	0.00%	-3.1%	Q4 2024
CSCOCisco Systems, Inc.	$2.06M	1.57%	0.00%	Not reported	Q4 2024
APHAmphenol Corp	$2.05M	1.56%	0.00%	-3.1%	Q1 2025
WRBBerkley W R Corp	$1.65M	1.26%	0.01%	+0.1%	Q4 2024
NDSNNordson Corp	$1.65M	1.26%	0.01%	-0.2%	Q4 2024
FIXComfort Systems USA Inc	$1.63M	1.24%	0.00%	-23.1%	Q1 2025
CHKPCheck Point Software Technologies Ltd	$1.62M	1.24%	0.01%	+3.1%	Q4 2024
INTUIntuit Inc.	$1.55M	1.18%	0.00%	New	Q1 2026
ADPAutomatic Data Processing Inc	$1.48M	1.13%	0.00%	+13.9%	Q4 2025
MSIMotorola Solutions, Inc.	$1.46M	1.12%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$1.39M	1.06%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$1.39M	1.06%	0.00%	Not reported	Q4 2024
WSTWest Pharmaceutical Services Inc	$1.38M	1.05%	0.01%	-0.2%	Q1 2025
ULTAUlta Beauty, Inc.	$1.37M	1.04%	0.01%	Not reported	Q4 2024
AOSSmith A O Corp	$1.27M	0.97%	0.01%	Not reported	Q4 2024
JNJJohnson & Johnson	$1.25M	0.95%	0.00%	Not reported	Q4 2024
BRBroadridge Financial Solutions, Inc.	$1.17M	0.89%	0.01%	+258.8%	Q4 2025
AAgilent Technologies, Inc.	$1.15M	0.88%	0.00%	+2.2%	Q4 2024
DHRDanaher Corp	$1.14M	0.87%	0.00%	Not reported	Q4 2024
GDGeneral Dynamics Corp	$1.1M	0.84%	0.00%	Not reported	Q4 2024
BMIBadger Meter Inc	$1.08M	0.82%	0.02%	New	Q1 2026
IEXIdex Corp	$1.03M	0.79%	0.01%	Not reported	Q2 2025
MTDMettler Toledo International Inc/	$1.02M	0.78%	0.00%	-0.3%	Q2 2025
ZTSZoetis Inc.	$1.02M	0.78%	0.00%	+13.8%	Q4 2025
TMOThermo Fisher Scientific Inc.	$988K	0.75%	0.00%	+2.1%	Q4 2024
SAPSap SE	$979K	0.75%	0.00%	Not reported	Q4 2024
PHParker-Hannifin Corp	$953K	0.73%	0.00%	-33.9%	Q4 2024
KEYSKeysight Technologies, Inc.	$946K	0.72%	0.00%	Not reported	Q4 2024
CRMSalesforce, Inc.	$897K	0.68%	0.00%	Not reported	Q4 2024
STESTERIS plc	$888K	0.68%	0.00%	New	Q1 2026
COSTCostco Wholesale Corp	$882K	0.67%	0.00%	Not reported	Q4 2024
OTISOtis Worldwide Corp	$866K	0.66%	0.00%	+4.9%	Q4 2024
NKENIKE, Inc.	$840K	0.64%	0.00%	Not reported	Q4 2024
ELVElevance Health, Inc.	$828K	0.63%	0.00%	Not reported	Q4 2024
TELTE Connectivity plc	$821K	0.63%	0.00%	-11.6%	Q2 2025
BSYBentley Systems Inc	$785K	0.60%	Not reported	New	Q1 2026
ADBEAdobe Inc.	$781K	0.60%	0.00%	+1.2%	Q4 2024

Q4 2025Reported Jan 20, 202668 positions
MSFTMicrosoft Corp	$7.6M	5.58%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$5.81M	4.26%	Not reported	Not reported	Q4 2024
TJXTJX Companies Inc	$5.32M	3.90%	0.00%	Not reported	Q4 2024
ROSTRoss Stores, Inc.	$4.88M	3.58%	0.01%	Not reported	Q4 2024
CMICummins Inc	$4.44M	3.26%	0.01%	Not reported	Q4 2024
AAPLApple Inc.	$3.79M	2.78%	0.00%	Not reported	Q4 2024
ALLEAllegion plc	$3.5M	2.57%	0.03%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$3.21M	2.36%	0.00%	-0.5%	Q4 2024
ACNAccenture plc	$3.18M	2.34%	0.00%	+7.7%	Q4 2024
LMTLockheed Martin Corp	$3.16M	2.32%	0.00%	Not reported	Q4 2024
VVisa Inc.	$3.06M	2.25%	0.00%	Not reported	Q4 2024
HSYHershey Co	$2.75M	2.02%	0.01%	+0.1%	Q4 2024
AMEAmetek Inc/	$2.34M	1.72%	0.01%	Not reported	Q4 2024
APHAmphenol Corp	$2.26M	1.66%	0.00%	Not reported	Q1 2025
CSCOCisco Systems, Inc.	$2.05M	1.50%	0.00%	Not reported	Q4 2024
CHKPCheck Point Software Technologies Ltd	$2.04M	1.50%	0.01%	Not reported	Q4 2024
ROKRockwell Automation, Inc	$2.01M	1.47%	0.00%	-12.8%	Q4 2024
NOCNorthrop Grumman Corp	$1.85M	1.36%	0.00%	Not reported	Q4 2024
WRBBerkley W R Corp	$1.75M	1.28%	0.01%	Not reported	Q4 2024
ADPAutomatic Data Processing Inc	$1.64M	1.21%	0.00%	New	Q4 2025
ULTAUlta Beauty, Inc.	$1.58M	1.16%	0.01%	Not reported	Q4 2024
MAMastercard Inc	$1.58M	1.16%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$1.54M	1.13%	0.00%	-0.9%	Q4 2024
WSTWest Pharmaceutical Services Inc	$1.52M	1.12%	0.01%	Not reported	Q1 2025
NDSNNordson Corp	$1.49M	1.09%	0.01%	Not reported	Q4 2024
FIXComfort Systems USA Inc	$1.43M	1.05%	0.00%	Not reported	Q1 2025
PHParker-Hannifin Corp	$1.42M	1.04%	0.00%	Not reported	Q4 2024
CICigna Group	$1.4M	1.03%	0.00%	Not reported	Q4 2024
SAPSap SE	$1.39M	1.02%	0.00%	Not reported	Q4 2024
DHRDanaher Corp	$1.37M	1.01%	0.00%	Not reported	Q4 2024
AAgilent Technologies, Inc.	$1.34M	0.99%	0.00%	Not reported	Q4 2024
MSIMotorola Solutions, Inc.	$1.29M	0.95%	0.00%	Not reported	Q4 2024
AOSSmith A O Corp	$1.29M	0.95%	0.01%	-0.3%	Q4 2024
CRMSalesforce, Inc.	$1.27M	0.93%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.14M	0.84%	0.00%	Not reported	Q4 2024
MTDMettler Toledo International Inc/	$1.13M	0.83%	0.00%	Not reported	Q2 2025
ADBEAdobe Inc.	$1.11M	0.82%	0.00%	-7.0%	Q4 2024
GDGeneral Dynamics Corp	$1.08M	0.79%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$1.05M	0.77%	0.00%	Not reported	Q4 2024
NKENIKE, Inc.	$1.01M	0.74%	0.00%	-2.5%	Q4 2024
TELTE Connectivity plc	$1.01M	0.74%	0.00%	Not reported	Q2 2025
WATWaters Corp	$1M	0.74%	0.00%	Not reported	Q4 2024
ELVElevance Health, Inc.	$992K	0.73%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$972K	0.71%	0.00%	-1.0%	Q4 2024
IEXIdex Corp	$971K	0.71%	0.01%	+1.7%	Q2 2025
ZTSZoetis Inc.	$951K	0.70%	0.00%	New	Q4 2025
OTISOtis Worldwide Corp	$935K	0.69%	0.00%	+3.1%	Q4 2024
GOOGAlphabet Inc.	$860K	0.63%	Not reported	Not reported	Q4 2024
ICLRIcon PLC	$851K	0.62%	0.01%	+2.9%	Q4 2024
COSTCostco Wholesale Corp	$763K	0.56%	0.00%	Not reported	Q4 2024

Q3 2025Reported Oct 29, 202563 positions
MSFTMicrosoft Corp	$8.14M	6.02%	0.00%	-0.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$5.81M	4.30%	Not reported	-0.5%	Q4 2024
TJXTJX Companies Inc	$5M	3.70%	0.00%	Not reported	Q4 2024
ROSTRoss Stores, Inc.	$4.13M	3.06%	0.01%	Not reported	Q4 2024
ALLEAllegion plc	$3.9M	2.88%	0.03%	Not reported	Q4 2024
CMICummins Inc	$3.67M	2.72%	0.01%	Not reported	Q4 2024
AAPLApple Inc.	$3.55M	2.62%	0.00%	+0.2%	Q4 2024
LMTLockheed Martin Corp	$3.27M	2.42%	0.00%	-0.1%	Q4 2024
VVisa Inc.	$2.98M	2.20%	0.00%	Not reported	Q4 2024
HSYHershey Co	$2.82M	2.09%	0.01%	Not reported	Q4 2024
ACNAccenture plc	$2.72M	2.01%	0.00%	+9.5%	Q4 2024
GOOGLAlphabet Inc.	$2.5M	1.85%	0.00%	-0.1%	Q4 2024
CHKPCheck Point Software Technologies Ltd	$2.28M	1.69%	0.01%	+43.7%	Q4 2024
AMEAmetek Inc/	$2.14M	1.59%	0.00%	+0.4%	Q4 2024
APHAmphenol Corp	$2.07M	1.53%	0.00%	-3.2%	Q1 2025
ROKRockwell Automation, Inc	$2.07M	1.53%	0.01%	-8.2%	Q4 2024
NOCNorthrop Grumman Corp	$1.98M	1.46%	0.00%	-0.6%	Q4 2024
FISVFiserv Inc	$1.96M	1.45%	0.00%	+12.2%	Q4 2024
WRBBerkley W R Corp	$1.91M	1.41%	0.01%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$1.82M	1.35%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$1.58M	1.17%	0.00%	Not reported	Q4 2024
MSIMotorola Solutions, Inc.	$1.54M	1.14%	0.00%	Not reported	Q4 2024
SAPSap SE	$1.53M	1.13%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$1.47M	1.09%	0.00%	-0.6%	Q4 2024
CICigna Group	$1.47M	1.09%	0.00%	-0.9%	Q4 2024
WSTWest Pharmaceutical Services Inc	$1.45M	1.07%	0.01%	Not reported	Q1 2025
ULTAUlta Beauty, Inc.	$1.43M	1.06%	0.01%	Not reported	Q4 2024
AOSSmith A O Corp	$1.42M	1.05%	0.01%	+18.1%	Q4 2024
NDSNNordson Corp	$1.41M	1.04%	0.01%	+8.9%	Q4 2024
AAgilent Technologies, Inc.	$1.27M	0.94%	0.00%	-8.4%	Q4 2024
FIXComfort Systems USA Inc	$1.27M	0.94%	0.00%	-31.5%	Q1 2025
PHParker-Hannifin Corp	$1.22M	0.90%	0.00%	Not reported	Q4 2024
ADBEAdobe Inc.	$1.21M	0.89%	0.00%	+0.5%	Q4 2024
DHRDanaher Corp	$1.19M	0.88%	0.00%	+9.1%	Q4 2024
CRMSalesforce, Inc.	$1.14M	0.84%	0.00%	+73.6%	Q4 2024
NKENIKE, Inc.	$1.14M	0.84%	0.00%	-0.3%	Q4 2024
GDGeneral Dynamics Corp	$1.09M	0.81%	0.00%	-0.3%	Q4 2024
UNHUnitedhealth Group Inc	$1.03M	0.76%	0.00%	Not reported	Q4 2024
MTDMettler Toledo International Inc/	$993K	0.73%	0.00%	Not reported	Q2 2025
TELTE Connectivity plc	$976K	0.72%	0.00%	Not reported	Q2 2025
TMOThermo Fisher Scientific Inc.	$955K	0.71%	0.00%	Not reported	Q4 2024
OTISOtis Worldwide Corp	$949K	0.70%	0.00%	+264.2%	Q4 2024
JNJJohnson & Johnson	$944K	0.70%	0.00%	Not reported	Q4 2024
OSCROscar Health, Inc.	$941K	0.70%	Not reported	New	Q3 2025
ELVElevance Health, Inc.	$914K	0.68%	0.00%	-18.9%	Q4 2024
IEXIdex Corp	$874K	0.65%	0.01%	+31.3%	Q2 2025
COSTCostco Wholesale Corp	$819K	0.61%	0.00%	Not reported	Q4 2024
ICLRIcon PLC	$795K	0.59%	0.01%	+2.5%	Q4 2024
WATWaters Corp	$792K	0.59%	0.00%	Not reported	Q4 2024
CSLCarlisle Companies Inc	$673K	0.50%	0.00%	Not reported	Q2 2025

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