Legacy Trust
Latest statistics and disclosures from Legacy Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, PANW, URI, GOOGL, and represent 21.28% of Legacy Trust's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$6.0M), SNOW, IWF, VO, WINN, OAKM, STX, MA, AAON, VUG.
- Started 14 new stock positions in SNOW, SNDK, WINN, BKNG, OAKM, VRTX, EBAY, FIX, BAC, PGR. EME, STX, AAON, WFC.
- Reduced shares in these 10 stocks: AAPL (-$8.6M), NVDA (-$7.5M), Dupont De Nemours, AMZN, RTX, TSM, MU, IVV, GOOG, .
- Sold out of its positions in ADSK, Dupont De Nemours, Honeywell International, OTIS, TGT, TM, ACN.
- Legacy Trust was a net seller of stock by $-25M.
- Legacy Trust has $566M in assets under management (AUM), dropping by 8.37%.
- Central Index Key (CIK): 0001772483
Tip: Access up to 7 years of quarterly data
Positions held by Legacy Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Legacy Trust
Legacy Trust holds 210 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.5 | $31M | -3% | 42k | 748.90 |
|
| Apple (AAPL) | 4.9 | $28M | -23% | 96k | 289.36 |
|
| Palo Alto Networks (PANW) | 4.1 | $23M | 67k | 341.02 |
|
|
| United Rentals (URI) | 3.5 | $20M | 17k | 1132.89 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $19M | -3% | 53k | 357.37 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.3 | $19M | -9% | 39k | 477.57 |
|
| Microsoft Corporation (MSFT) | 2.9 | $16M | -3% | 44k | 373.02 |
|
| Goldman Sachs (GS) | 2.7 | $15M | 15k | 1011.37 |
|
|
| W.W. Grainger (GWW) | 2.3 | $13M | 9.4k | 1360.40 |
|
|
| Cummins (CMI) | 2.2 | $13M | 18k | 713.21 |
|
|
| Visa Com Cl A (V) | 2.1 | $12M | 35k | 343.09 |
|
|
| Johnson & Johnson (JNJ) | 2.0 | $11M | 45k | 253.97 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $11M | -2% | 76k | 148.31 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.9 | $11M | 14k | 746.77 |
|
|
| American Express Company (AXP) | 1.9 | $11M | -2% | 31k | 338.25 |
|
| Stryker Corporation (SYK) | 1.7 | $9.5M | 30k | 314.84 |
|
|
| Amazon (AMZN) | 1.6 | $9.1M | -24% | 38k | 238.34 |
|
| Cheniere Energy Com New (LNG) | 1.6 | $8.9M | 37k | 239.01 |
|
|
| Raytheon Technologies Corp (RTX) | 1.6 | $8.9M | -23% | 47k | 189.73 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $8.6M | -3% | 111k | 77.11 |
|
| Meta Platforms Cl A (META) | 1.5 | $8.4M | 15k | 563.29 |
|
|
| Expedia Group Com New (EXPE) | 1.4 | $8.1M | 32k | 255.88 |
|
|
| Costco Wholesale Corporation (COST) | 1.4 | $8.1M | 8.7k | 935.47 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.4 | $7.8M | -2% | 18k | 426.40 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $7.8M | -2% | 24k | 327.33 |
|
| Qualcomm (QCOM) | 1.3 | $7.6M | 41k | 184.79 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $7.5M | -50% | 37k | 200.09 |
|
| Kla Corp Com New (KLAC) | 1.2 | $6.7M | +900% | 22k | 301.71 |
|
| Take-Two Interactive Software (TTWO) | 1.1 | $6.3M | 25k | 249.98 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $5.9M | +3% | 20k | 300.45 |
|
| Lennar Corp Cl A (LEN) | 0.9 | $5.1M | 56k | 90.49 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $4.9M | +3% | 45k | 110.32 |
|
| Ally Financial (ALLY) | 0.9 | $4.9M | +2% | 107k | 45.95 |
|
| Intuitive Surgical Com New (ISRG) | 0.8 | $4.7M | -2% | 12k | 397.68 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.5M | -13% | 13k | 353.33 |
|
| Incyte Corporation (INCY) | 0.8 | $4.3M | 38k | 113.36 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $4.3M | +3% | 41k | 103.88 |
|
| Us Bancorp Com New (USB) | 0.8 | $4.2M | 70k | 60.40 |
|
|
| Home Depot (HD) | 0.6 | $3.6M | 10k | 352.68 |
|
|
| Wynn Resorts (WYNN) | 0.6 | $3.5M | 37k | 97.09 |
|
|
| Uber Technologies (UBER) | 0.6 | $3.5M | +2% | 49k | 72.16 |
|
| Albemarle Corporation (ALB) | 0.6 | $3.5M | 26k | 135.03 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $3.4M | 50k | 68.41 |
|
|
| salesforce (CRM) | 0.6 | $3.2M | -9% | 21k | 156.66 |
|
| Walt Disney Company (DIS) | 0.5 | $3.1M | +2% | 32k | 96.25 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $2.9M | -4% | 2.4k | 1199.43 |
|
| Intel Corporation (INTC) | 0.5 | $2.9M | -13% | 21k | 139.63 |
|
| Snowflake Com Shs (SNOW) | 0.5 | $2.8M | NEW | 11k | 254.50 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.7M | +279% | 22k | 124.17 |
|
| Illumina (ILMN) | 0.5 | $2.7M | +2% | 15k | 175.83 |
|
| Oracle Corporation (ORCL) | 0.5 | $2.6M | -4% | 18k | 146.55 |
|
| Chewy Cl A (CHWY) | 0.4 | $2.5M | +8% | 127k | 19.65 |
|
| TJX Companies (TJX) | 0.4 | $2.4M | 16k | 151.50 |
|
|
| Paypal Holdings (PYPL) | 0.4 | $2.4M | +3% | 54k | 43.18 |
|
| Lauder Estee Cos Cl A (EL) | 0.4 | $2.3M | +7% | 29k | 78.95 |
|
| Ecolab (ECL) | 0.4 | $2.3M | 8.1k | 278.61 |
|
|
| EOG Resources (EOG) | 0.4 | $2.2M | +3% | 17k | 129.73 |
|
| Broadcom (AVGO) | 0.4 | $2.1M | +5% | 5.6k | 377.75 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | 16k | 136.72 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.0M | -12% | 4.1k | 500.39 |
|
| Anthem (ELV) | 0.4 | $2.0M | 5.2k | 386.73 |
|
|
| Abbvie (ABBV) | 0.3 | $2.0M | -3% | 7.9k | 251.64 |
|
| Nike CL B (NKE) | 0.3 | $2.0M | +4% | 48k | 41.05 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $1.9M | 11k | 176.32 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $1.8M | -4% | 18k | 102.19 |
|
| Valero Energy Corporation (VLO) | 0.3 | $1.7M | 6.7k | 260.44 |
|
|
| Align Technology (ALGN) | 0.3 | $1.7M | +8% | 10k | 168.66 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $1.7M | 3.3k | 501.36 |
|
|
| Gentex Corporation (GNTX) | 0.3 | $1.6M | 62k | 25.27 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.5M | +299% | 19k | 80.57 |
|
| Pepsi (PEP) | 0.3 | $1.5M | 11k | 135.40 |
|
|
| Roper Industries (ROP) | 0.3 | $1.5M | 4.3k | 338.39 |
|
|
| Nextera Energy (NEE) | 0.3 | $1.4M | 16k | 87.77 |
|
|
| Cisco Systems (CSCO) | 0.2 | $1.3M | -17% | 11k | 117.46 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.3M | 5.5k | 236.62 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.3M | 18k | 71.25 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $1.3M | -6% | 4.7k | 270.31 |
|
| Chevron Corporation (CVX) | 0.2 | $1.2M | 7.5k | 165.76 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.2M | 7.8k | 156.30 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.2M | -2% | 2.8k | 409.50 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.1M | 15k | 75.79 |
|
|
| Caterpillar (CAT) | 0.2 | $1.1M | -28% | 1.1k | 1064.90 |
|
| Fifth Third Ban (FITB) | 0.2 | $1.1M | 20k | 56.37 |
|
|
| Applied Materials (AMAT) | 0.2 | $1.1M | 1.5k | 723.00 |
|
|
| Coca-Cola Company (KO) | 0.2 | $1.1M | 13k | 81.27 |
|
|
| Amgen (AMGN) | 0.2 | $1.0M | -3% | 2.9k | 362.12 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.0M | 2.8k | 370.04 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $1.0M | 5.7k | 178.60 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $991k | 4.5k | 219.45 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $972k | -10% | 3.6k | 272.00 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.2 | $952k | 17k | 55.77 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $951k | 1.3k | 736.40 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $941k | 9.7k | 96.58 |
|
|
| Zoetis Cl A (ZTS) | 0.2 | $924k | -3% | 13k | 71.86 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $913k | 8.9k | 102.30 |
|
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.2 | $906k | 20k | 46.14 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $904k | -5% | 6.2k | 146.64 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $903k | 2.3k | 393.96 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $881k | -15% | 3.6k | 242.43 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $861k | -4% | 1.3k | 686.81 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $860k | +49% | 1.7k | 513.60 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $851k | -17% | 4.2k | 205.02 |
|
| Ameriprise Financial (AMP) | 0.1 | $832k | 1.8k | 458.76 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $826k | -38% | 1.4k | 580.91 |
|
| Merck & Co (MRK) | 0.1 | $812k | 6.3k | 128.50 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $733k | -4% | 2.9k | 255.67 |
|
| FedEx Corporation (FDX) | 0.1 | $717k | -24% | 2.3k | 313.13 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $706k | 2.1k | 342.83 |
|
|
| Lululemon Athletica (LULU) | 0.1 | $700k | +10% | 6.1k | 114.18 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $686k | 3.3k | 206.18 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $671k | -6% | 7.4k | 90.74 |
|
| Fortinet (FTNT) | 0.1 | $669k | 4.4k | 153.62 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $661k | 7.3k | 90.46 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $652k | 1.5k | 426.12 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $651k | 7.1k | 91.68 |
|
|
| Norfolk Southern (NSC) | 0.1 | $647k | -6% | 2.1k | 314.59 |
|
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.1 | $639k | 15k | 41.83 |
|
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $635k | 11k | 58.26 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $634k | 1.2k | 526.44 |
|
|
| Deere & Company (DE) | 0.1 | $627k | -4% | 989.00 | 634.33 |
|
| Pfizer (PFE) | 0.1 | $624k | -6% | 26k | 24.08 |
|
| Harbor Etf Trust Long Term Grower (WINN) | 0.1 | $613k | NEW | 19k | 32.47 |
|
| American Tower Reit (AMT) | 0.1 | $596k | 3.6k | 163.57 |
|
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $592k | 6.7k | 88.65 |
|
|
| Blackrock (BLK) | 0.1 | $587k | 610.00 | 961.56 |
|
|
| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.1 | $577k | NEW | 21k | 28.17 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $568k | 2.6k | 221.20 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $540k | +2% | 1.2k | 433.33 |
|
| Pacer Fds Tr Trendpilot Intl (PTIN) | 0.1 | $534k | 15k | 36.67 |
|
|
| International Business Machines (IBM) | 0.1 | $529k | -43% | 1.9k | 281.21 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $512k | 1.4k | 368.38 |
|
|
| Nucor Corporation (NUE) | 0.1 | $509k | +3% | 2.3k | 222.75 |
|
| Philip Morris International (PM) | 0.1 | $509k | 2.8k | 180.91 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $501k | 3.6k | 137.53 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $494k | 1.4k | 343.91 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $490k | 6.4k | 76.40 |
|
|
| 3M Company (MMM) | 0.1 | $476k | 2.9k | 161.91 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $471k | 9.8k | 48.18 |
|
|
| Spdr Series Trust State Street Spd (LGLV) | 0.1 | $466k | 2.6k | 181.46 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $446k | 2.9k | 152.18 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $443k | -3% | 1.3k | 354.24 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $435k | -2% | 5.7k | 76.70 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $429k | NEW | 445.00 | 965.00 |
|
| Southern Company (SO) | 0.1 | $422k | -5% | 4.4k | 95.71 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $421k | 8.5k | 49.55 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $421k | 5.7k | 73.35 |
|
|
| Linde SHS (LIN) | 0.1 | $420k | 809.00 | 518.94 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $419k | +3% | 2.0k | 209.04 |
|
| Nvent Elec SHS (NVT) | 0.1 | $419k | 2.5k | 169.61 |
|
|
| Boeing Company (BA) | 0.1 | $414k | -12% | 1.9k | 216.47 |
|
| Altria (MO) | 0.1 | $413k | -3% | 5.7k | 71.95 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $411k | 4.3k | 96.46 |
|
|
| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $411k | 3.5k | 119.13 |
|
|
| Intuit (INTU) | 0.1 | $410k | -3% | 1.6k | 261.00 |
|
| Fastenal Company (FAST) | 0.1 | $409k | 8.5k | 48.03 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $403k | 4.0k | 100.81 |
|
|
| Micron Technology (MU) | 0.1 | $399k | -79% | 346.00 | 1154.29 |
|
| Intercontinental Exchange (ICE) | 0.1 | $390k | -2% | 3.2k | 123.11 |
|
| Wal-Mart Stores (WMT) | 0.1 | $370k | +6% | 3.3k | 113.26 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $362k | 710.00 | 509.31 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $355k | 1.2k | 289.43 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $347k | 1.6k | 212.77 |
|
|
| Jacobs Engineering Group (J) | 0.1 | $345k | -23% | 2.7k | 126.00 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $344k | 3.5k | 98.20 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $341k | -6% | 2.7k | 126.58 |
|
| Toro Company (TTC) | 0.1 | $338k | -3% | 3.5k | 97.42 |
|
| ConocoPhillips (COP) | 0.1 | $334k | -2% | 3.2k | 103.96 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $333k | -33% | 2.9k | 116.67 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $331k | 3.5k | 94.57 |
|
|
| Travelers Companies (TRV) | 0.1 | $330k | 1.0k | 330.12 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $326k | 1.1k | 303.12 |
|
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $299k | 3.9k | 77.03 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $296k | 1.3k | 227.06 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $293k | 4.4k | 66.33 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $292k | 5.6k | 52.41 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $289k | -3% | 411.00 | 703.34 |
|
| Tesla Motors (TSLA) | 0.1 | $287k | +28% | 682.00 | 420.60 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $280k | +500% | 3.3k | 86.14 |
|
| Emerson Electric (EMR) | 0.0 | $276k | -42% | 1.9k | 143.15 |
|
| At&t (T) | 0.0 | $274k | -29% | 13k | 20.70 |
|
| Air Products & Chemicals (APD) | 0.0 | $273k | -8% | 932.00 | 293.18 |
|
| Rollins (ROL) | 0.0 | $272k | 6.5k | 41.74 |
|
|
| Ishares Tr Ibonds 29 Tr Hi (IBHI) | 0.0 | $265k | 11k | 23.39 |
|
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $265k | NEW | 2.1k | 126.86 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $262k | 3.5k | 75.51 |
|
|
| Fiserv (FISV) | 0.0 | $257k | -15% | 5.2k | 49.05 |
|
| Cme (CME) | 0.0 | $252k | 1.1k | 220.83 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $251k | +4% | 257.00 | 978.12 |
|
| Verizon Communications (VZ) | 0.0 | $239k | -12% | 5.6k | 42.34 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $233k | 4.6k | 50.49 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $233k | -39% | 623.00 | 373.73 |
|
| Hubbell (HUBB) | 0.0 | $230k | 439.00 | 523.20 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $228k | 546.00 | 416.73 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $226k | NEW | 4.0k | 56.98 |
|
| Spdr Series Trust State Street Spd (SPTS) | 0.0 | $226k | 7.8k | 29.01 |
|
|
| Constellation Energy (CEG) | 0.0 | $224k | 901.00 | 248.37 |
|
|
| Oneok (OKE) | 0.0 | $223k | 2.6k | 86.94 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $215k | NEW | 432.00 | 496.73 |
|
| Booking Holdings (BKNG) | 0.0 | $209k | NEW | 1.2k | 178.24 |
|
| Emcor (EME) | 0.0 | $209k | NEW | 252.00 | 829.88 |
|
| Sandisk Corp (SNDK) | 0.0 | $207k | NEW | 91.00 | 2273.73 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $205k | -8% | 12k | 17.73 |
|
| eBay (EBAY) | 0.0 | $205k | NEW | 1.8k | 111.75 |
|
| Comfort Systems USA (FIX) | 0.0 | $204k | NEW | 103.00 | 1981.95 |
|
| Progressive Corporation (PGR) | 0.0 | $204k | NEW | 933.00 | 218.45 |
|
| Wells Fargo & Company (WFC) | 0.0 | $204k | NEW | 2.5k | 82.64 |
|
| Medtronic SHS (MDT) | 0.0 | $203k | -19% | 2.6k | 78.23 |
|
| Ford Motor Company (F) | 0.0 | $197k | 14k | 13.90 |
|
|
| Verrica Pharmaceuticals Com Shs (VRCA) | 0.0 | $102k | -3% | 17k | 6.12 |
|
| Ufp Industries (UFPI) | 0.0 | $76k | 840.00 | 90.74 |
|
Past Filings by Legacy Trust
SEC 13F filings are viewable for Legacy Trust going back to 2022
- Legacy Trust 2026 Q2 filed July 31, 2026
- Legacy Trust 2026 Q1 filed April 14, 2026
- Legacy Trust 2025 Q4 filed Jan. 22, 2026
- Legacy Trust 2025 Q3 filed Oct. 24, 2025
- Legacy Trust 2025 Q2 filed July 22, 2025
- Legacy Trust 2025 Q1 filed April 16, 2025
- Legacy Trust 2024 Q4 filed Jan. 23, 2025
- Legacy Trust 2024 Q3 filed Oct. 29, 2024
- Legacy Trust 2024 Q2 filed July 16, 2024
- Legacy Trust 2024 Q1 filed April 23, 2024
- Legacy Trust 2023 Q4 filed Jan. 24, 2024
- Legacy Trust 2023 Q3 filed Oct. 16, 2023
- Legacy Trust 2023 Q2 filed Aug. 8, 2023
- Legacy Trust 2023 Q1 filed April 19, 2023
- Legacy Trust 2022 Q4 filed April 3, 2023