Legacy Capital Wealth Partners, LLC
Top Portfolio Positions
251 positions ·
$351,373,212 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
491,110 | $61,035,150 | 17.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
73,593 | $47,860,471 | 13.62% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
106,094 | $22,481,318 | 6.40% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
108,370 | $14,870,531 | 4.23% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
26,011 | $9,669,589 | 2.75% | |
| GAP |
Gap Inc
Consumer Cyclical
|
303,581 | $7,346,660 | 2.09% | |
| NVDA |
Nvidia Corp
Technology
|
39,489 | $6,886,881 | 1.96% | |
| AAPL |
Apple Inc.
Technology
|
25,143 | $6,381,041 | 1.82% | |
| EOG |
Eog Resources Inc
Energy
|
40,083 | $5,794,799 | 1.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,977 | $3,744,069 | 1.07% |
Portfolio Trend
22 quarters · across all stocks
Holdings in TRIN
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,551,890 | 105,499 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,439,889 | 98,286 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,362,209 | 87,998 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,255,845 | 89,257 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,396,145 | 92,094 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,365,750 | 94,385 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,343,022 | 98,970 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,445,602 | 102,235 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,487,334 | 102,363 | Shares | Sole | 2024-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||