Universe · entity
Legacy Trust
Institutional manager (13F) · CIK 1772483
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $409M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $32M | 125,520 |
| 2 | ISHARES TR | $28M | 43,030 |
| 3 | MICROSOFT CORP | $17M | 45,423 |
| 4 | ALPHABET INC | $16M | 54,401 |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $15M | 42,955 |
| 6 | NVIDIA CORPORATION | $13M | 74,948 |
| 7 | GOLDMAN SACHS GROUP INC | $13M | 15,416 |
| 8 | UNITED RENTALS INC | $13M | 17,425 |
| 9 | RTX CORPORATION | $12M | 61,364 |
| 10 | JOHNSON & JOHNSON | $11M | 45,048 |
| 11 | PALO ALTO NETWORKS INC | $11M | 68,302 |
| 12 | VISA INC | $11M | 35,710 |
| 13 | CHENIERE ENERGY INC | $11M | 37,402 |
| 14 | AMAZON COM INC | $10M | 50,131 |
| 15 | WW GRAINGER INC | $10M | 9,470 |
| 16 | STRYKER CORPORATION | $10M | 30,452 |
| 17 | AMERICAN EXPRESS CO | $10M | 32,239 |
| 18 | CUMMINS INC | $10M | 17,989 |
| 19 | ISHARES TR | $10M | 77,379 |
| 20 | STATE STR SPDR S&P 500 ETF T | $9M | 13,992 |
| 21 | COSTCO WHOLESALE CORPORATION | $8M | 8,527 |
| 22 | META PLATFORMS INC | $8M | 14,804 |
| 23 | ISHARES TR | $8M | 115,330 |
| 24 | EXPEDIA GROUP INC | $7M | 31,871 |
| 25 | JPMORGAN CHASE & CO | $7M | 24,304 |
| 26 | ISHARES TR | $7M | 18,848 |
| 27 | INTUITIVE SURGICAL INC | $6M | 12,161 |
| 28 | QUALCOMM INC | $5M | 41,444 |
| 29 | TAKE-TWO INTERACTIVE SOFTWAR | $5M | 25,173 |
| 30 | LENNAR CORP | $5M | 55,615 |
| 31 | ISHARES TR | $5M | 19,035 |
| 32 | DUPONT DE NEMOURS INC | $5M | 100,879 |
| 33 | ALBEMARLE CORP | $5M | 25,676 |
| 34 | SALESFORCE INC | $4M | 22,655 |
| 35 | ALPHABET INC | $4M | 14,697 |
| 36 | ISHARES TR | $4M | 42,980 |
| 37 | ALLY FINL INC | $4M | 104,313 |
| 38 | ISHARES TR | $4M | 39,772 |
| 39 | WYNN RESORTS LTD | $4M | 35,871 |
| 40 | US BANCORP | $4M | 69,645 |
| 41 | INCYTE CORP | $4M | 37,202 |
| 42 | UBER TECHNOLOGIES INC | $3M | 48,033 |
| 43 | HOME DEPOT INC | $3M | 10,423 |
| 44 | KLA CORP | $3M | 2,216 |
| 45 | CHEWY INC | $3M | 117,470 |
| 46 | DISNEY WALT CO | $3M | 31,103 |
| 47 | ISHARES TR | $3M | 49,643 |
| 48 | ORACLE CORP | $3M | 18,640 |
| 49 | EXXON MOBIL CORP | $3M | 15,494 |
| 50 | TJX COS INC NEW | $3M | 15,704 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.