Sierra Legacy Group

CIK

2056766

Location

Scottsdale, AZ

Portfolio Value

Small $107,789,778

Diversification

Diversified

Filing Date

Global Rank

#5,779 / 8,517 ▲ 84

Top Industry

Specialty Industrial Machinery 12.4%

3Y Alpha vs SPY

-5.2%

Period ended 46 days ago

Filed Jul 17, 2026 · 29d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+17.3%

SPY

+27.3%

Annualised alpha

-6.3%

Max drawdown

−12.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

74 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.1%

+0.6 pts

Top 5

25.3%

+0.1 pts

Top 10

40.5%

−0.6 pts

HHI

251

Diversified−4

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$29,300,371	20
Industrials	24.5%	$26,416,235	17
Consumer Cyclical	14.4%	$15,509,066	6
Financial Services	13.9%	$14,988,376	8
Healthcare	11.9%	$12,801,296	15
Consumer Defensive	4.0%	$4,364,071	4
Communication Services	2.8%	$3,020,491	1
Unclassified	0.7%	$759,729	2
Basic Materials	0.6%	$630,143	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
BSY	Bentley Systems Inc	+10,927	33,275	$994,589
CPRT	Copart Inc	+7,850	26,132	$736,661
OTIS	Otis Worldwide Corp	+5,518	16,751	$1,199,371
GGG	Graco Inc	+4,167	7,372	$557,396
BMI	Badger Meter Inc	+3,766	10,843	$1,608,884
AOS	Smith A O Corp	+2,894	22,196	$1,392,133
OLLI	Ollie's Bargain Outlet Holdings, Inc.	+2,679	6,308	$484,959
ACN	Accenture plc	+1,892	13,867	$1,725,609
ZTS	Zoetis Inc.	+1,685	10,287	$739,223
BRK-B	Berkshire Hathaway Inc	+1,576	13,202	$6,606,148
ADP	Automatic Data Processing Inc	+1,311	8,588	$1,923,282
TYL	Tyler Technologies Inc	+1,055	2,510	$734,074
ALLE	Allegion plc	+937	23,696	$3,329,051
DHR	Danaher Corp /De/	+830	6,835	$1,301,930
WRB	Berkley W R Corp	+530	25,455	$1,795,341
FISV	Fiserv Inc	+504	5,454	$267,518
MA	Mastercard Inc	+400	3,175	$1,630,680
BR	Broadridge Financial Solutions, Inc.	+301	7,477	$1,023,975
MSFT	Microsoft Corp	+291	16,109	$6,008,979
JNJ	Johnson & Johnson	+156	5,249	$1,333,088
LMT	Lockheed Martin Corp	+135	6,406	$3,263,600
MKL	Markel Group Inc.	+55	174	$339,823
AMZN	Amazon Com Inc	+2	6,659	$1,587,106
HSY	Hershey Co	+1	15,196	$2,666,138
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−11,130	15,450	$1,814,757
APH	Amphenol Corp /De/	−6,005	10,205	$1,799,345
CMI	Cummins Inc	−3,207	5,223	$3,725,095
GOOGL	Alphabet Inc.	−2,598	8,452	$3,020,491
ICLR	Icon PLC	−2,000	2,670	$463,805
IEX	Idex Corp /De/	−1,000	4,458	$1,011,743
NDSN	Nordson Corp	−1,000	5,187	$1,564,866
A	Agilent Technologies, Inc.	−950	9,148	$1,215,128
CHKP	Check Point Software Technologies Ltd	−620	10,738	$1,411,295
WST	West Pharmaceutical Services Inc	−500	5,016	$1,800,744
TEL	TE Connectivity plc	−500	3,430	$691,522
FIX	Comfort Systems USA Inc	−500	680	$1,347,726
STE	STERIS plc	−365	3,650	$768,580
CRM	Salesforce, Inc.	−300	4,506	$705,909
INTU	Intuit Inc.	−100	3,487	$910,107
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
TSCO	Tractor Supply Co /De/	45,965	$1,452,953
CME	Cme Group Inc.	2,858	$631,132
SPGI	S&P Global Inc.	1,634	$629,576
VLTO	Veralto Corp	5,132	$455,105
PAYP	PayPay Corp	25,010	$358,393
MCK	Mckesson Corp	376	$284,105
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	26,305	$2,410,590
KEYS	Keysight Technologies, Inc.	3,350	$945,939
ROK	Rockwell Automation, Inc	1,891	$678,642
LFUS	Littelfuse Inc /De	1,820	$617,617
UNH	Unitedhealth Group Inc	1,335	$361,237
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 tracked positions · $107,789,778 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,202	+1,576	$6,606,148	+18.6%	6.13%
MSFT	Microsoft Corp Technology	Added	16,109	+291	$6,008,979	+2.6%	5.57%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	25,863	0	$5,504,939	−1.7%	5.11%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	33,862	0	$5,130,093	−5.1%	4.76%
AAPL	Apple Inc. Technology	Held	13,929	0	$4,030,495	+14.0%	3.74%
CMI	Cummins Inc Industrials	Reduced	5,223	-3,207	$3,725,095	−17.9%	3.46%
ALLE	Allegion plc Industrials	Added	23,696	+937	$3,329,051	+0.7%	3.09%
LMT	Lockheed Martin Corp Industrials	Added	6,406	+135	$3,263,600	−13.9%	3.03%
V	Visa Inc. Financial Services	Held	8,837	0	$3,031,886	+13.5%	2.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,452	-2,598	$3,020,491	−4.9%	2.80%
AME	Ametek Inc/ Industrials	Held	11,405	0	$2,759,325	+12.9%	2.56%
HSY	Hershey Co Consumer Defensive	Added	15,196	+1	$2,666,138	−15.6%	2.47%
ADP	Automatic Data Processing Inc Technology	Added	8,588	+1,311	$1,923,282	+30.1%	1.78%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,450	-11,130	$1,814,757	−12.0%	1.68%
WST	West Pharmaceutical Services Inc Healthcare	Reduced	5,016	-500	$1,800,744	+30.2%	1.67%
APH	Amphenol Corp /De/ Technology	Reduced	10,205	-6,005	$1,799,345	—	1.67%
WRB	Berkley W R Corp Financial Services	Added	25,455	+530	$1,795,341	+8.7%	1.67%
ACN	Accenture plc Technology	Added	13,867	+1,892	$1,725,609	−27.3%	1.60%
MA	Mastercard Inc Financial Services	Added	3,175	+400	$1,630,680	+17.6%	1.51%
BMI	Badger Meter Inc Technology	Added	10,843	+3,766	$1,608,884	+49.2%	1.49%
NOC	Northrop Grumman Corp /De/ Industrials	Held	3,144	0	$1,601,270	−25.3%	1.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,659	+2	$1,587,106	+14.5%	1.47%
NDSN	Nordson Corp Industrials	Reduced	5,187	-1,000	$1,564,866	−4.9%	1.45%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	NEW	45,965	NEW	$1,452,953	NEW	1.35%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	10,738	-620	$1,411,295	−13.0%	1.31%
MSI	Motorola Solutions, Inc. Technology	Held	3,375	0	$1,401,603	−4.3%	1.30%
AOS	Smith A O Corp Industrials	Added	22,196	+2,894	$1,392,133	+9.4%	1.29%
FIX	Comfort Systems USA Inc Industrials	Reduced	680	-500	$1,347,726	−17.2%	1.25%
JNJ	Johnson & Johnson Healthcare	Added	5,249	+156	$1,333,088	+7.1%	1.24%
DHR	Danaher Corp /De/ Healthcare	Added	6,835	+830	$1,301,930	+14.4%	1.21%
A	Agilent Technologies, Inc. Healthcare	Reduced	9,148	-950	$1,215,128	+5.6%	1.13%
OTIS	Otis Worldwide Corp Industrials	Added	16,751	+5,518	$1,199,371	+38.5%	1.11%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Held	2,619	0	$1,181,116	−13.7%	1.10%
GD	General Dynamics Corp Industrials	Held	3,199	0	$1,133,213	+3.2%	1.05%
ELV	Elevance Health, Inc. Healthcare	Held	2,830	0	$1,094,445	+32.1%	1.02%
PH	Parker-Hannifin Corp Industrials	Held	1,065	0	$1,041,697	+9.3%	0.97%
MTD	Mettler Toledo International Inc/ Healthcare	Held	807	0	$1,030,950	+1.3%	0.96%
BR	Broadridge Financial Solutions, Inc. Technology	Added	7,477	+301	$1,023,975	−12.2%	0.95%
IEX	Idex Corp /De/ Industrials	Reduced	4,458	-1,000	$1,011,743	−2.2%	0.94%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	2,011	0	$1,008,234	+2.0%	0.94%
BSY	Bentley Systems Inc Technology	Added	33,275	+10,927	$994,589	+26.7%	0.92%
INTU	Intuit Inc. Technology	Reduced	3,487	-100	$910,107	−41.3%	0.84%
SAP	Sap SE Technology	Held	5,718	0	$881,200	−10.0%	0.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	885	0	$827,890	−6.1%	0.77%
STE	STERIS plc Healthcare	Reduced	3,650	-365	$768,580	−13.4%	0.71%
ZTS	Zoetis Inc. Healthcare	Added	10,287	+1,685	$739,223	−27.3%	0.69%
CPRT	Copart Inc Industrials	Added	26,132	+7,850	$736,661	+21.4%	0.68%
TYL	Tyler Technologies Inc Technology	Added	2,510	+1,055	$734,074	+47.4%	0.68%
CSL	Carlisle Companies Inc Industrials	Held	2,005	0	$727,313	+8.7%	0.67%
CRM	Salesforce, Inc. Technology	Reduced	4,506	-300	$705,909	−21.3%	0.65%

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.