Legacy Trust
204 holdingsFiling period: 2026-03-31Current AUM: $600.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 125.5K | $31.9M | $38.8M | 6.45% | +1.3K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 43.0K | $28.1M | $32.3M | 5.37% | +3.3K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 45.4K | $16.8M | $21.1M | 3.51% | +1.0K | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 54.4K | $15.6M | $19.4M | 3.23% | +158 | 2026-03-31 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 43.0K | $14.5M | $17.4M | 2.89% | -352 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 74.9K | $13.1M | $15.0M | 2.50% | -12,425 | 2026-03-31 |
| 7 | GS | GOLDMAN SACHS GROUP INC | 15.4K | $13.0M | $15.7M | 2.61% | -50 | 2026-03-31 |
| 8 | URI | UNITED RENTALS INC | 17.4K | $12.7M | $18.8M | 3.13% | +135 | 2026-03-31 |
| 9 | RTX | RTX CORPORATION | 61.4K | $11.8M | $13.2M | 2.20% | -111 | 2026-03-31 |
| 10 | JNJ | JOHNSON & JOHNSON | 45.0K | $11.0M | $11.5M | 1.92% | +1.2K | 2026-03-31 |
| 11 | PANW | PALO ALTO NETWORKS INC | 68.3K | $10.9M | $22.7M | 3.77% | +1.8K | 2026-03-31 |
| 12 | V | VISA INC | 35.7K | $10.8M | $13.1M | 2.18% | +584 | 2026-03-31 |
| 13 | LNG | CHENIERE ENERGY INC | 37.4K | $10.6M | $9.9M | 1.64% | -30 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 50.1K | $10.4M | $13.6M | 2.27% | +1.2K | 2026-03-31 |
| 15 | GWW | WW GRAINGER INC | 9.5K | $10.3M | $13.1M | 2.18% | +85 | 2026-03-31 |
| 16 | SYK | STRYKER CORPORATION | 30.5K | $10.0M | $9.9M | 1.65% | +8.1K | 2026-03-31 |
| 17 | AXP | AMERICAN EXPRESS CO | 32.2K | $9.8M | $10.8M | 1.80% | +922 | 2026-03-31 |
| 18 | CMI | CUMMINS INC | 18.0K | $9.7M | $11.4M | 1.90% | -180 | 2026-03-31 |
| 19 | IJR | ISHARES TR | 77.4K | $9.6M | $11.3M | 1.87% | +1.1K | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 14.0K | $9.1M | $10.5M | 1.74% | -40 | 2026-03-31 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | 8.5K | $8.5M | $8.1M | 1.35% | +100 | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 14.8K | $8.5M | $8.2M | 1.37% | +189 | 2026-03-31 |
| 23 | IJH | ISHARES TR | 115.3K | $7.8M | $8.7M | 1.45% | +5.0K | 2026-03-31 |
| 24 | EXPE | EXPEDIA GROUP INC | 31.9K | $7.4M | $9.4M | 1.56% | +383 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 24.3K | $7.1M | $8.5M | 1.42% | -15,510 | 2026-03-31 |
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