Legacy Trust

CIK

1772483

Location

GRAND RAPIDS, MI

Portfolio Value

Small $424,406,169

Diversification

Diversified

Filing Date

Global Rank

#2,837 / 8,603 ▲ 14 · as of Mar 2026

Top Industry

Semiconductors 8.9%

3Y Alpha vs SPY

-2.5%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.0%

SPY

+76.5%

Annualised alpha

-3.2%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

147 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

−0.2 pts

Top 5

21.8%

−1.4 pts

Top 10

36.4%

−1.5 pts

HHI

236

Diversified−12

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.5%	$116,526,591	26
Financial Services	13.6%	$57,611,439	17
Industrials	13.0%	$55,172,873	27
Healthcare	11.2%	$47,356,573	19
Consumer Cyclical	10.4%	$44,155,862	16
Communication Services	7.8%	$32,950,916	6
Basic Materials	5.1%	$21,764,586	7
Energy	4.1%	$17,608,757	7
Consumer Defensive	3.9%	$16,647,570	11
Unclassified	2.7%	$11,368,593	6
Utilities	0.6%	$2,614,046	4
Real Estate	0.1%	$628,363	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	+20,971	22,655	$4,229,008
SYK	Stryker Corp	+8,091	30,452	$10,006,222
UBER	Uber Technologies, Inc	+6,250	48,033	$3,455,013
PFE	Pfizer Inc	+5,978	27,593	$774,811
CHWY	Chewy, Inc.	+5,525	117,470	$3,171,690
NKE	NIKE, Inc.	+3,778	45,761	$2,417,096
ALLY	Ally Financial Inc.	+3,670	104,313	$4,092,198
EL	Estee Lauder Companies Inc	+2,425	26,870	$1,928,459
PYPL	PayPal Holdings, Inc.	+2,393	52,824	$2,389,229
EOG	Eog Resources Inc	+2,130	16,535	$2,390,464
USB	US Bancorp De	+2,080	69,645	$3,622,236
DD	DuPont de Nemours, Inc.	+1,985	100,879	$13,860,774
AVGO	Broadcom Inc.	+1,871	5,345	$1,654,330
LEN	Lennar Corp /New/	+1,820	55,615	$4,829,606
PANW	Palo Alto Networks Inc	+1,775	68,302	$10,950,176
FTNT	Fortinet, Inc.	+1,750	4,319	$352,948
FITB	Fifth Third Bancorp	+1,693	19,950	$926,877
WYNN	Wynn Resorts Ltd	+1,625	35,871	$3,642,700
AAPL	Apple Inc.	+1,272	125,520	$31,855,720
AMZN	Amazon Com Inc	+1,198	50,131	$10,440,783
ILMN	Illumina, Inc.	+1,180	14,745	$1,817,468
JNJ	Johnson & Johnson	+1,171	45,048	$11,011,533
INCY	Incyte Corp	+1,075	37,202	$3,501,452
MSFT	Microsoft Corp	+1,045	45,423	$16,814,231
QCOM	Qualcomm Inc/De	+1,012	41,444	$5,337,158
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	−15,510	24,304	$7,149,264
NVDA	Nvidia Corp	−12,425	74,948	$13,070,931
EW	Edwards Lifesciences Corp	−7,449	7,275	$582,582
ABT	Abbott Laboratories	−1,979	7,912	$812,325
CSCO	Cisco Systems, Inc.	−1,629	13,472	$1,045,292
VZ	Verizon Communications Inc	−1,375	6,407	$321,631
HD	Home Depot, Inc.	−1,168	10,423	$3,428,020
T	At&T Inc.	−560	18,853	$546,548
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−352	42,955	$14,516,642
MO	Altria Group, Inc.	−325	5,971	$394,026
INTU	Intuit Inc.	−317	1,621	$700,887
SBUX	Starbucks Corp	−277	18,524	$1,659,565
BRK-B	Berkshire Hathaway Inc	−267	4,641	$2,223,967
NEE	Nextera Energy Inc	−260	16,445	$1,527,411
CAT	Caterpillar Inc	−215	1,491	$1,056,313
ORCL	Oracle Corp	−210	18,640	$2,742,130
F	Ford Motor Co	−200	14,371	$165,841
APH	Amphenol Corp /De/	−199	10,747	$1,357,883
CMI	Cummins Inc	−180	17,989	$9,678,441
SO	Southern Co	−150	4,691	$452,775
COP	Conocophillips	−149	3,305	$436,260
FAST	Fastenal Co	−140	8,417	$390,548
GE	General Electric Co	−136	1,028	$291,715
MU	Micron Technology Inc	−128	1,669	$563,854
CVX	Chevron Corp	−119	7,512	$1,554,232
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
ETN	Eaton Corp plc	1,522	$544,373
AMAT	Applied Materials Inc /De	1,533	$523,964
NOC	Northrop Grumman Corp /De/	709	$483,708
MS	Morgan Stanley	1,932	$317,949
IAU	Ishares Gold Trust	3,465	$305,474
NVT	nVent Electric plc	2,468	$291,915
LRCX	Lam Research Corp	1,209	$258,314
OKE	Oneok Inc /New/	2,521	$227,873
PH	Parker-Hannifin Corp	247	$221,124
HUBB	Hubbell Inc	434	$212,981
WSO	Watsco Inc	551	$200,448
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GWRE	Guidewire Software, Inc.	1,248	$250,860
WFC	Wells Fargo & Company/Mn	2,586	$241,015
BAC	Bank Of America Corp /De/	3,861	$212,355
PGR	Progressive Corp/Oh/	893	$203,353
BKNG	Booking Holdings Inc.	46	$9,853
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

147 positions · $424,406,169 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	125,520	+1,272	$31,855,720	−5.7%	7.51%
MSFT	Microsoft Corp Technology	Added	45,423	+1,045	$16,814,231	−21.7%	3.96%
GOOGL	Alphabet Inc. Communication Services	Added	54,401	+158	$15,643,551	−7.9%	3.69%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	42,955	-352	$14,516,642	+10.3%	3.42%
DD	DuPont de Nemours, Inc. Basic Materials	Added	100,879	+1,985	$13,860,774	+16.2%	3.27%
NVDA	Nvidia Corp Technology	Reduced	74,948	-12,425	$13,070,931	−19.8%	3.08%
GS	Goldman Sachs Group Inc Financial Services	Reduced	15,416	-50	$13,041,781	−4.1%	3.07%
URI	United Rentals, Inc. Industrials	Added	17,425	+135	$12,695,158	−9.3%	2.99%
RTX	RTX Corp Industrials	Reduced	61,364	-111	$11,837,115	+5.0%	2.79%
JNJ	Johnson & Johnson Healthcare	Added	45,048	+1,171	$11,011,533	+21.3%	2.59%
PANW	Palo Alto Networks Inc Technology	Added	68,302	+1,775	$10,950,176	−10.6%	2.58%
V	Visa Inc. Financial Services	Added	35,710	+584	$10,792,990	−12.4%	2.54%
LNG	Cheniere Energy, Inc. Energy	Reduced	37,402	-30	$10,613,191	+45.9%	2.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	50,131	+1,198	$10,440,783	−7.6%	2.46%
GWW	W.W. Grainger, Inc. Industrials	Added	9,470	+85	$10,329,971	+9.1%	2.43%
SYK	Stryker Corp Healthcare	Added	30,452	+8,091	$10,006,222	+27.3%	2.36%
AXP	American Express Co Financial Services	Added	32,239	+922	$9,751,652	−15.8%	2.30%
CMI	Cummins Inc Industrials	Reduced	17,989	-180	$9,678,441	+4.4%	2.28%
SPY	Spdr S&P 500 ETF Trust	Reduced	13,992	-40	$9,099,557	−4.9%	2.14%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	8,527	+100	$8,496,558	+16.9%	2.00%
META	Meta Platforms, Inc. Communication Services	Added	14,804	+189	$8,469,812	−12.2%	2.00%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	31,871	+383	$7,358,695	−17.5%	1.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,304	-15,510	$7,149,264	−44.3%	1.68%
ISRG	Intuitive Surgical Inc Healthcare	Added	12,161	+295	$5,606,099	−16.6%	1.32%
QCOM	Qualcomm Inc/De Technology	Added	41,444	+1,012	$5,337,158	−22.8%	1.26%
TTWO	Take Two Interactive Software Inc Communication Services	Added	25,173	+430	$4,971,667	−21.5%	1.17%
LEN	Lennar Corp /New/ Consumer Cyclical	Added	55,615	+1,820	$4,829,606	−12.7%	1.14%
ALB	Albemarle Corp Basic Materials	Added	25,676	+98	$4,609,612	+27.4%	1.09%
CRM	Salesforce, Inc. Technology	Added	22,655	+20,971	$4,229,008	+848.0%	1.00%
ALLY	Ally Financial Inc. Financial Services	Added	104,313	+3,670	$4,092,198	−10.2%	0.96%
WYNN	Wynn Resorts Ltd Consumer Cyclical	Added	35,871	+1,625	$3,642,700	−11.6%	0.86%
USB	US Bancorp De Financial Services	Added	69,645	+2,080	$3,622,236	+0.5%	0.85%
INCY	Incyte Corp Healthcare	Added	37,202	+1,075	$3,501,452	−1.9%	0.83%
UBER	Uber Technologies, Inc Technology	Added	48,033	+6,250	$3,455,013	+1.2%	0.81%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	10,423	-1,168	$3,428,020	−14.1%	0.81%
CHWY	Chewy, Inc. Consumer Cyclical	Added	117,470	+5,525	$3,171,690	−14.3%	0.75%
DIS	Walt Disney Co Communication Services	Added	31,103	+841	$2,997,707	−12.9%	0.71%
ORCL	Oracle Corp Technology	Reduced	18,640	-210	$2,742,130	−25.4%	0.65%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	15,704	+249	$2,507,928	+5.6%	0.59%
NKE	NIKE, Inc. Consumer Cyclical	Added	45,761	+3,778	$2,417,096	−9.6%	0.57%
EOG	Eog Resources Inc Energy	Added	16,535	+2,130	$2,390,464	+58.0%	0.56%
PYPL	PayPal Holdings, Inc. Financial Services	Added	52,824	+2,393	$2,389,229	−18.8%	0.56%
LLY	ELI LILLY & Co Healthcare	Added	2,510	+196	$2,308,622	−7.2%	0.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,641	-267	$2,223,967	−9.9%	0.52%
ECL	Ecolab Inc. Basic Materials	Reduced	8,097	-20	$2,153,963	+1.1%	0.51%
EL	Estee Lauder Companies Inc Consumer Defensive	Added	26,870	+2,425	$1,928,459	−24.7%	0.45%
ILMN	Illumina, Inc. Healthcare	Added	14,745	+1,180	$1,817,468	+2.2%	0.43%
ABBV	AbbVie Inc. Healthcare	Added	8,177	+814	$1,778,415	+5.7%	0.42%
PEP	Pepsico Inc Consumer Defensive	Reduced	10,855	-47	$1,685,672	+7.7%	0.40%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	18,524	-277	$1,659,565	+4.8%	0.39%