Sierra Legacy Group

CIK

2056766

Location

Scottsdale, AZ

Portfolio Value

Small $105,708,714

Diversification

Diversified

Filing Date

Global Rank

#5,601 / 8,605 ▲ 100 · as of Mar 2026

Top Industry

Specialty Industrial Machinery 13.1%

3Y Alpha vs SPY

-7.5%

Period ended 3 months ago

Filed May 13, 2026 · 57d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+12.4%

SPY

+24.4%

Annualised alpha

-8.3%

Max drawdown

−12.1%

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

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

Top Position

5.5%

−1.4 pts

Top 5

25.5%

−0.2 pts

Top 10

41.1%

−0.0 pts

HHI

255

Diversified−11

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$31,068,353	21
Industrials	26.0%	$27,448,922	17
Consumer Cyclical	13.8%	$14,605,941	5
Healthcare	11.5%	$12,189,553	15
Financial Services	11.2%	$11,801,502	6
Consumer Defensive	4.5%	$4,797,293	4
Communication Services	2.3%	$2,429,882	1
Unclassified	0.8%	$850,692	2
Basic Materials	0.5%	$516,576	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
BR	Broadridge Financial Solutions, Inc.	+5,176	7,176	$1,165,956
CPRT	Copart Inc	+4,402	18,282	$606,962
ZTS	Zoetis Inc.	+1,042	8,602	$1,016,842
ADP	Automatic Data Processing Inc	+885	7,277	$1,478,540
ALLE	Allegion plc	+782	22,759	$3,306,655
OTIS	Otis Worldwide Corp	+528	11,233	$865,839
CHKP	Check Point Software Technologies Ltd	+341	11,358	$1,622,490
A	Agilent Technologies, Inc.	+218	10,098	$1,150,970
V	Visa Inc.	+117	8,837	$2,670,894
ACN	Accenture plc	+115	11,975	$2,374,522
MSFT	Microsoft Corp	+100	15,818	$5,855,349
HSY	Hershey Co	+89	15,195	$3,158,888
BRK-B	Berkshire Hathaway Inc	+77	11,626	$5,571,179
TMO	Thermo Fisher Scientific Inc.	+41	2,011	$988,466
ADBE	Adobe Inc.	+37	3,214	$781,259
MKL	Markel Group Inc.	+20	119	$227,774
WRB	Berkley W R Corp	+15	24,925	$1,652,029
SSD	Simpson Manufacturing Co., Inc.	+10	3,010	$516,576
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	−4,025	4,950	$276,210
ROK	Rockwell Automation, Inc	−3,263	1,891	$678,642
WMT	Walmart Inc.	−3,050	3,400	$422,552
CI	Cigna Group	−2,581	2,520	$672,210
GOOGL	Alphabet Inc.	−1,800	8,450	$2,429,882
UNH	Unitedhealth Group Inc	−1,609	1,335	$361,237
ROST	Ross Stores, Inc.	−1,240	25,863	$5,602,701
WAT	Waters Corp /De/	−1,142	1,500	$446,700
TJX	Tjx Companies Inc /De/	−750	33,862	$5,407,761
PH	Parker-Hannifin Corp	−545	1,065	$953,430
TEL	TE Connectivity plc	−515	3,930	$821,448
APH	Amphenol Corp /De/	−510	16,210	$2,048,133
FIX	Comfort Systems USA Inc	−355	1,180	$1,627,208
LMT	Lockheed Martin Corp	−271	6,271	$3,790,129
CMI	Cummins Inc	−270	8,430	$4,535,508
NOC	Northrop Grumman Corp /De/	−100	3,144	$2,144,962
WST	West Pharmaceutical Services Inc	−10	5,516	$1,382,530
NDSN	Nordson Corp	−10	6,187	$1,646,113
CSL	Carlisle Companies Inc	−7	2,005	$668,908
VRSN	Verisign Inc/Ca	−5	1,030	$255,810
MTD	Mettler Toledo International Inc/	−2	807	$1,017,788
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	3,587	$1,550,947
BMI	Badger Meter Inc	7,077	$1,078,180
STE	STERIS plc	4,015	$887,836
BSY	Bentley Systems Inc	22,348	$784,861
TYL	Tyler Technologies Inc	1,455	$498,162
OLLI	Ollie's Bargain Outlet Holdings, Inc.	3,629	$334,013
LMAT	Lemaitre Vascular Inc	2,933	$320,195
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ADSK	Autodesk, Inc.	775	$229,407
AMAT	Applied Materials Inc /De	795	$204,307
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 positions · $105,708,714 total · as of Mar 31, 2026

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

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	15,818	+100	$5,855,349	−23.0%	5.54%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	25,863	-1,240	$5,602,701	+14.8%	5.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,626	+77	$5,571,179	−4.0%	5.27%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	33,862	-750	$5,407,761	+1.7%	5.12%
CMI	Cummins Inc Industrials	Reduced	8,430	-270	$4,535,508	+2.1%	4.29%
LMT	Lockheed Martin Corp Industrials	Reduced	6,271	-271	$3,790,129	+19.8%	3.59%
AAPL	Apple Inc. Technology	Held	13,929	0	$3,535,040	−6.6%	3.34%
ALLE	Allegion plc Industrials	Added	22,759	+782	$3,306,655	−5.5%	3.13%
HSY	Hershey Co Consumer Defensive	Added	15,195	+89	$3,158,888	+14.9%	2.99%
V	Visa Inc. Financial Services	Added	8,837	+117	$2,670,894	−12.7%	2.53%
AME	Ametek Inc/ Industrials	Held	11,405	0	$2,444,775	+4.4%	2.31%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,450	-1,800	$2,429,882	−24.3%	2.30%
ACN	Accenture plc Technology	Added	11,975	+115	$2,374,522	−25.4%	2.25%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	3,144	-100	$2,144,962	+16.0%	2.03%
CSCO	Cisco Systems, Inc. Technology	Held	26,580	0	$2,062,342	+0.7%	1.95%
APH	Amphenol Corp /De/ Technology	Reduced	16,210	-510	$2,048,133	−9.4%	1.94%
WRB	Berkley W R Corp Financial Services	Added	24,925	+15	$1,652,029	−5.4%	1.56%
NDSN	Nordson Corp Industrials	Reduced	6,187	-10	$1,646,113	+10.5%	1.56%
FIX	Comfort Systems USA Inc Industrials	Reduced	1,180	-355	$1,627,208	+13.6%	1.54%
CHKP	Check Point Software Technologies Ltd Technology	Added	11,358	+341	$1,622,490	−20.6%	1.53%
INTU	Intuit Inc. Technology	NEW	3,587	NEW	$1,550,947	NEW	1.47%
ADP	Automatic Data Processing Inc Technology	Added	7,277	+885	$1,478,540	−10.1%	1.40%
MSI	Motorola Solutions, Inc. Technology	Held	3,375	0	$1,464,648	+13.2%	1.39%
MA	Mastercard Inc Financial Services	Held	2,775	0	$1,386,556	−12.5%	1.31%
AMZN	Amazon Com Inc Consumer Cyclical	Held	6,657	0	$1,386,453	−9.8%	1.31%
WST	West Pharmaceutical Services Inc Healthcare	Reduced	5,516	-10	$1,382,530	−9.1%	1.31%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Held	2,619	0	$1,368,977	−13.6%	1.30%
AOS	Smith A O Corp Industrials	Held	19,302	0	$1,272,773	−1.4%	1.20%
JNJ	Johnson & Johnson Healthcare	Held	5,093	0	$1,244,932	+18.1%	1.18%
BR	Broadridge Financial Solutions, Inc. Technology	Added	7,176	+5,176	$1,165,956	+161.2%	1.10%
A	Agilent Technologies, Inc. Healthcare	Added	10,098	+218	$1,150,970	−14.4%	1.09%
DHR	Danaher Corp /De/ Healthcare	Held	6,005	0	$1,138,548	−17.2%	1.08%
GD	General Dynamics Corp Industrials	Held	3,199	0	$1,097,960	+1.9%	1.04%
BMI	Badger Meter Inc Technology	NEW	7,077	NEW	$1,078,180	NEW	1.02%
IEX	Idex Corp /De/ Industrials	Held	5,458	0	$1,034,563	+6.5%	0.98%
MTD	Mettler Toledo International Inc/ Healthcare	Reduced	807	-2	$1,017,788	−9.8%	0.96%
ZTS	Zoetis Inc. Healthcare	Added	8,602	+1,042	$1,016,842	+6.9%	0.96%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	2,011	+41	$988,466	−13.4%	0.94%
SAP	Sap SE Technology	Held	5,718	0	$978,978	−29.5%	0.93%
PH	Parker-Hannifin Corp Industrials	Reduced	1,065	-545	$953,430	−32.6%	0.90%
KEYS	Keysight Technologies, Inc. Technology	Held	3,350	0	$945,939	+39.0%	0.89%
CRM	Salesforce, Inc. Technology	Held	4,806	0	$897,136	−29.5%	0.85%
STE	STERIS plc Healthcare	NEW	4,015	NEW	$887,836	NEW	0.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	885	0	$881,840	+15.5%	0.83%
OTIS	Otis Worldwide Corp Industrials	Added	11,233	+528	$865,839	−7.4%	0.82%
NKE	NIKE, Inc. Consumer Cyclical	Held	15,904	0	$840,049	−17.1%	0.79%
ELV	Elevance Health, Inc. Healthcare	Held	2,830	0	$828,482	−16.5%	0.78%
TEL	TE Connectivity plc Technology	Reduced	3,930	-515	$821,448	−18.8%	0.78%
BSY	Bentley Systems Inc Technology	NEW	22,348	NEW	$784,861	NEW	0.74%
ADBE	Adobe Inc. Technology	Added	3,214	+37	$781,259	−29.7%	0.74%