Legacy Trust
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 60.4%; sector active share 11.0% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
210 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.0% | $135,545,265 |
| Unclassified | 21.8% | $123,230,705 |
| Financial Services | 11.6% | $65,336,546 |
| Industrials | 11.4% | $64,521,654 |
| Healthcare | 8.6% | $48,661,198 |
| Consumer Cyclical | 7.6% | $42,806,485 |
| Communication Services | 7.4% | $41,669,350 |
| Energy | 3.1% | $17,530,671 |
| Consumer Defensive | 2.9% | $16,267,807 |
| Basic Materials | 1.2% | $7,027,310 |
| Utilities | 0.4% | $2,404,318 |
| Real Estate | 0.1% | $595,558 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLAC | Kla Corp | +19,944 | 22,160 | $6,685,893 | |
| IWF | iShares Russell 1000 Growth ETF | +15,842 | 21,501 | $2,669,779 | |
| VO | VANGUARD MID-CAP INDEX FUND | +14,416 | 19,224 | $1,548,877 | |
| CHWY | Chewy, Inc. | +9,835 | 127,305 | $2,501,543 | |
| VUG | VANGUARD GROWTH INDEX FUND | +2,710 | 3,252 | $280,127 | |
| ALLY | Ally Financial Inc. | +2,465 | 106,778 | $4,906,449 | |
| NKE | NIKE, Inc. | +2,285 | 48,046 | $1,972,288 | |
| EL | Estee Lauder Companies Inc | +1,958 | 28,828 | $2,275,970 | |
| PYPL | PayPal Holdings, Inc. | +1,608 | 54,432 | $2,350,373 | |
| IWR | iShares Russell Mid-Cap ETF | +1,590 | 44,570 | $4,916,962 | |
| EFA | iShares MSCI EAFE ETF | +1,430 | 41,202 | $4,280,063 | |
| UBER | Uber Technologies, Inc | +985 | 49,018 | $3,537,138 | |
| DIS | Walt Disney Co | +913 | 32,016 | $3,081,540 | |
| ALGN | Align Technology Inc | +797 | 10,046 | $1,694,358 | |
| IWM | iShares Russell 2000 ETF | +730 | 19,765 | $5,938,394 | |
| INCY | Incyte Corp | +725 | 37,927 | $4,299,404 | |
| WYNN | Wynn Resorts Ltd | +668 | 36,539 | $3,547,571 | |
| USB | US Bancorp De | +592 | 70,237 | $4,242,314 | |
| LULU | lululemon athletica inc. | +571 | 6,131 | $700,037 | |
| EOG | Eog Resources Inc | +570 | 17,105 | $2,219,031 | |
| MA | Mastercard Inc | +555 | 1,675 | $860,280 | |
| LEN | Lennar Corp | +500 | 56,115 | $5,077,846 | |
| EEM | iShares MSCI Emerging Markets ETF | +485 | 50,128 | $3,429,256 | |
| ILMN | Illumina, Inc. | +425 | 15,170 | $2,667,341 | |
| AVGO | Broadcom Inc. | +287 | 5,632 | $2,127,488 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −37,595 | 37,353 | $7,473,961 | |
| AAPL | Apple Inc. | −29,643 | 95,877 | $27,742,968 | |
| RTX | RTX Corp | −14,540 | 46,824 | $8,883,917 | |
| AMZN | Amazon Com Inc | −12,112 | 38,019 | $9,061,448 | |
| T | At&T Inc. | −5,636 | 13,217 | $273,591 | |
| IJH | iShares Core S&P Mid-Cap ETF | −4,380 | 110,950 | $8,555,354 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −4,208 | 38,747 | $18,504,404 | |
| INTC | Intel Corp | −3,223 | 20,462 | $2,857,109 | |
| CSCO | Cisco Systems, Inc. | −2,405 | 11,067 | $1,299,929 | |
| CRM | Salesforce, Inc. | −2,127 | 20,528 | $3,215,916 | |
| GOOG | Alphabet Inc. | −1,942 | 12,755 | $4,506,724 | |
| IJR | iShares Core S&P Small-Cap ETF | −1,775 | 75,604 | $11,212,829 | |
| GOOGL | Alphabet Inc. | −1,741 | 52,660 | $18,819,104 | |
| PFE | Pfizer Inc | −1,697 | 25,896 | $623,575 | |
| IBM | International Business Machines Corp | −1,468 | 1,881 | $528,956 | |
| EMR | Emerson Electric Co | −1,435 | 1,926 | $275,706 | |
| PLTR | Palantir Technologies Inc. | −1,434 | 2,851 | $332,626 | |
| MSFT | Microsoft Corp | −1,427 | 43,996 | $16,411,387 | |
| IVV | iShares Core S&P 500 ETF | −1,342 | 41,688 | $31,219,726 | |
| MU | Micron Technology Inc | −1,323 | 346 | $399,384 | |
| HBAN | Huntington Bancshares Inc | −1,116 | 11,576 | $205,242 | |
| FISV | Fiserv Inc | −989 | 5,247 | $257,365 | |
| AMD | Advanced Micro Devices Inc | −903 | 1,422 | $826,054 | |
| AXP | American Express Co | −894 | 31,345 | $10,602,446 | |
| PANW | Palo Alto Networks Inc | −861 | 67,441 | $22,998,729 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SNOW | Snowflake Inc. | 11,169 | $2,842,510 | |
| WINN | Harbor Long-Term Growers ETF | 18,872 | $612,773 | |
| OAKM | Oakmark U.S. Large Cap ETF | 20,493 | $577,287 | |
| STX | Seagate Technology Holdings plc | 445 | $429,425 | |
| AAON | Aaon, Inc. | 2,085 | $264,503 | |
| BAC | Bank Of America Corp | 3,962 | $225,754 | |
| VRTX | Vertex Pharmaceuticals Inc | 432 | $214,587 | |
| BKNG | Booking Holdings Inc. | 1,175 | $209,432 | |
| EME | EMCOR Group, Inc. | 252 | $209,129 | |
| SNDK | Sandisk Corp | 91 | $206,909 | |
| EBAY | Ebay Inc | 1,832 | $204,726 | |
| FIX | Comfort Systems USA Inc | 103 | $204,140 | |
| PGR | Progressive Corp | 933 | $203,813 | |
| WFC | Wells Fargo & Company | 2,462 | $203,459 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DD | DuPont de Nemours, Inc. | 100,879 | $4,620,258 | |
| ACN | Accenture plc | 3,438 | $681,721 | |
| HON | Honeywell International Inc | 2,319 | $524,163 | |
| ADSK | Autodesk, Inc. | 1,655 | $396,207 | |
| TGT | Target Corp | 2,106 | $255,247 | |
| TM | Toyota Motor Corp | 1,140 | $234,942 | |
| OTIS | Otis Worldwide Corp | 2,798 | $215,669 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 41,688 | $31,219,726 | 5.52% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 95,877 | $27,742,968 | 4.91% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 67,441 | $22,998,729 | 4.07% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 17,263 | $19,557,080 | 3.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 52,660 | $18,819,104 | 3.33% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 38,747 | $18,504,404 | 3.27% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 43,996 | $16,411,387 | 2.90% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 15,155 | $15,327,312 | 2.71% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Reduced | 9,381 | $12,761,912 | 2.26% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 17,796 | $12,692,285 | 2.24% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 35,430 | $12,155,678 | 2.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 44,753 | $11,365,919 | 2.01% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 75,604 | $11,212,829 | 1.98% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 14,247 | $10,639,232 | 1.88% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 31,345 | $10,602,446 | 1.87% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 30,167 | $9,497,778 | 1.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 38,019 | $9,061,448 | 1.60% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Reduced | 37,337 | $8,923,916 | 1.58% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 46,824 | $8,883,917 | 1.57% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 110,950 | $8,555,354 | 1.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 14,927 | $8,408,229 | 1.49% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Reduced | 31,736 | $8,120,607 | 1.44% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 8,671 | $8,111,460 | 1.43% | |
| IWV |
iShares Russell 3000 ETF
|
Reduced | 18,331 | $7,816,338 | 1.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 23,810 | $7,793,727 | 1.38% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 40,976 | $7,571,955 | 1.34% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 37,353 | $7,473,961 | 1.32% | |
| KLAC |
Kla Corp
Technology
|
Added | 22,160 | $6,685,893 | 1.18% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Added | 25,368 | $6,341,492 | 1.12% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 19,765 | $5,938,394 | 1.05% | |
| LEN |
Lennar Corp
Consumer Cyclical
|
Added | 56,115 | $5,077,846 | 0.90% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Added | 44,570 | $4,916,962 | 0.87% | |
| ALLY |
Ally Financial Inc.
Financial Services
|
Added | 106,778 | $4,906,449 | 0.87% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 11,840 | $4,708,531 | 0.83% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 12,755 | $4,506,724 | 0.80% | |
| INCY |
Incyte Corp
Healthcare
|
Added | 37,927 | $4,299,404 | 0.76% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 41,202 | $4,280,063 | 0.76% | |
| USB |
US Bancorp De
Financial Services
|
Added | 70,237 | $4,242,314 | 0.75% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 10,321 | $3,640,010 | 0.64% | |
| WYNN |
Wynn Resorts Ltd
Consumer Cyclical
|
Added | 36,539 | $3,547,571 | 0.63% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 49,018 | $3,537,138 | 0.63% | |
| ALB |
Albemarle Corp
Basic Materials
|
Added | 25,878 | $3,494,306 | 0.62% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Added | 50,128 | $3,429,256 | 0.61% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 20,528 | $3,215,916 | 0.57% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 32,016 | $3,081,540 | 0.54% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 2,406 | $2,885,828 | 0.51% | |
| INTC |
Intel Corp
Technology
|
Reduced | 20,462 | $2,857,109 | 0.51% | |
| SNOW |
Snowflake Inc.
Technology
|
NEW | 11,169 | $2,842,510 | 0.50% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 21,501 | $2,669,779 | 0.47% | |
| ILMN |
Illumina, Inc.
Healthcare
|
Added | 15,170 | $2,667,341 | 0.47% |
Showing the top 50 of 210 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.