Legacy Trust
Latest statistics and disclosures from Legacy Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, PANW, MSFT, URI, and represent 22.58% of Legacy Trust's stock portfolio.
- Added to shares of these 10 stocks: DD, XOM, ITOT, IVV, LLY, AVGO, IBCP, WTFC, APH, MSFT.
- Started 23 new stock positions in OKE, GEV, GILD, TGT, ICSH, IDEV, XOM, ITOT, ETR, IBCP. AEP, AZN, PRGO, SOXX, HON, ACN, OTIS, WTFC, DD, EPD, HYT, GWRE, NFLX.
- Reduced shares in these 10 stocks: , RTX, INTC, JPM, SYK, KLAC, TSM, ORCL, QUAL, HD.
- Sold out of its positions in AAON, BAC, BKNG, FIX, EME, Exxon Mobil Corporation, HUBB, IBHI, Oneok, SPTS. SNDK, WSO, WFC.
- Legacy Trust was a net buyer of stock by $25M.
- Legacy Trust has $597M in assets under management (AUM), dropping by 5.61%.
- Central Index Key (CIK): 0001772483
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Portfolio Holdings for Legacy Trust
Legacy Trust holds 220 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.7 | $34M | +6% | 45k | 759.18 |
|
| Apple (AAPL) | 5.5 | $33M | 95k | 344.63 |
|
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| Palo Alto Networks (PANW) | 4.1 | $25M | 68k | 365.87 |
|
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| Microsoft Corporation (MSFT) | 3.9 | $24M | +2% | 45k | 521.91 |
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| United Rentals (URI) | 3.3 | $20M | 17k | 1170.05 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.6 | $15M | -3% | 38k | 406.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $15M | 53k | 279.84 |
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| Visa Com Cl A (V) | 2.5 | $15M | 36k | 413.59 |
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| Goldman Sachs (GS) | 2.2 | $13M | 15k | 894.55 |
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| W.W. Grainger (GWW) | 2.1 | $13M | 9.4k | 1359.17 |
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| Johnson & Johnson (JNJ) | 2.1 | $13M | +3% | 46k | 273.20 |
|
| Cheniere Energy Com New (LNG) | 2.1 | $12M | 37k | 330.32 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $11M | 76k | 140.29 |
|
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.8 | $11M | 14k | 755.72 |
|
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| American Express Company (AXP) | 1.7 | $10M | 31k | 319.11 |
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| Amazon (AMZN) | 1.6 | $9.6M | +5% | 40k | 240.35 |
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| Meta Platforms Cl A (META) | 1.5 | $9.3M | 15k | 614.99 |
|
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| Costco Wholesale Corporation (COST) | 1.5 | $9.2M | +4% | 9.1k | 1012.28 |
|
| Expedia Group Com New (EXPE) | 1.5 | $9.1M | 32k | 285.93 |
|
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| Cummins (CMI) | 1.5 | $8.9M | 18k | 500.09 |
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| Raytheon Technologies Corp (RTX) | 1.4 | $8.5M | -9% | 43k | 199.80 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $8.3M | +2% | 114k | 73.33 |
|
| Stryker Corporation (SYK) | 1.4 | $8.2M | -6% | 28k | 291.86 |
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| NVIDIA Corporation (NVDA) | 1.3 | $7.8M | +2% | 38k | 204.64 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $7.8M | 18k | 428.96 |
|
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| JPMorgan Chase & Co. (JPM) | 1.2 | $7.4M | -7% | 22k | 337.04 |
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| Qualcomm (QCOM) | 1.2 | $6.9M | 42k | 164.79 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $6.0M | +9% | 22k | 279.33 |
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| Eli Lilly & Co. (LLY) | 0.9 | $5.4M | +59% | 3.8k | 1417.54 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $5.3M | +8% | 48k | 110.03 |
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| Intuitive Surgical Com New (ISRG) | 0.9 | $5.2M | 12k | 432.01 |
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| Lennar Corp Cl A (LEN) | 0.8 | $5.0M | +2% | 57k | 86.94 |
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| Take-Two Interactive Software (TTWO) | 0.8 | $4.8M | 26k | 190.17 |
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| Dupont De Nemours Common Stock (DD) | 0.8 | $4.8M | NEW | 34k | 140.05 |
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| salesforce (CRM) | 0.8 | $4.7M | 21k | 229.17 |
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| Incyte Corporation (INCY) | 0.8 | $4.7M | +2% | 39k | 120.39 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $4.5M | +6% | 44k | 103.37 |
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| Us Bancorp Com New (USB) | 0.7 | $4.2M | 71k | 59.45 |
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| Ally Financial (ALLY) | 0.7 | $4.1M | 108k | 38.17 |
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| Snowflake Com Shs (SNOW) | 0.7 | $4.0M | +15% | 13k | 306.08 |
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| Walt Disney Company (DIS) | 0.6 | $3.7M | +5% | 34k | 110.94 |
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| Illumina (ILMN) | 0.6 | $3.6M | 15k | 235.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.6M | 13k | 278.22 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.6 | $3.5M | NEW | 19k | 187.25 |
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| Broadcom (AVGO) | 0.6 | $3.3M | +80% | 10k | 326.08 |
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| Lauder Estee Cos Cl A (EL) | 0.5 | $3.2M | 29k | 109.23 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $3.2M | +3% | 52k | 61.04 |
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| Paypal Holdings (PYPL) | 0.5 | $3.2M | +2% | 56k | 57.01 |
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| Uber Technologies (UBER) | 0.5 | $3.2M | 48k | 65.25 |
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| Home Depot (HD) | 0.5 | $3.1M | -9% | 9.4k | 329.20 |
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| Kla Corp Com New (KLAC) | 0.5 | $3.0M | -15% | 19k | 157.91 |
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| EOG Resources (EOG) | 0.5 | $2.9M | +4% | 18k | 165.54 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $2.9M | NEW | 18k | 164.93 |
|
| Chewy Cl A (CHWY) | 0.5 | $2.8M | +2% | 131k | 21.29 |
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| Wynn Resorts (WYNN) | 0.5 | $2.8M | 37k | 74.66 |
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| Ecolab (ECL) | 0.4 | $2.6M | +7% | 8.7k | 302.98 |
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| Valero Energy Corporation (VLO) | 0.4 | $2.6M | -4% | 6.4k | 399.66 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.5M | -2% | 21k | 117.61 |
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| Albemarle Corporation (ALB) | 0.4 | $2.4M | +3% | 27k | 91.00 |
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| Abbvie (ABBV) | 0.4 | $2.4M | +5% | 8.3k | 294.89 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $2.3M | 3.3k | 697.00 |
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| TJX Companies (TJX) | 0.4 | $2.2M | +2% | 16k | 140.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.2M | 4.1k | 542.49 |
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| Anthem (ELV) | 0.4 | $2.2M | 5.2k | 420.07 |
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| Roper Industries (ROP) | 0.3 | $2.0M | 4.3k | 466.60 |
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| Nike CL B (NKE) | 0.3 | $2.0M | +6% | 51k | 38.67 |
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| Oracle Corporation (ORCL) | 0.3 | $1.9M | -19% | 14k | 130.67 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.8M | -2% | 17k | 103.67 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.7M | +102% | 22k | 79.30 |
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| Align Technology (ALGN) | 0.3 | $1.7M | +12% | 11k | 149.89 |
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| Chevron Corporation (CVX) | 0.3 | $1.7M | -5% | 7.1k | 235.52 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.3 | $1.6M | 19k | 81.46 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.3 | $1.6M | +51% | 4.2k | 371.57 |
|
| Pepsi (PEP) | 0.3 | $1.5M | 11k | 137.34 |
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| Nextera Energy (NEE) | 0.2 | $1.5M | +10% | 18k | 83.71 |
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| Independent Bk Corp Mich Com New (IBCP) | 0.2 | $1.4M | NEW | 39k | 36.57 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.4M | 5.5k | 247.76 |
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| Amgen (AMGN) | 0.2 | $1.4M | 2.9k | 466.01 |
|
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| Coca-Cola Company (KO) | 0.2 | $1.3M | +3% | 14k | 94.08 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $1.3M | 2.9k | 444.73 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.3M | 7.8k | 162.53 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | +4% | 4.9k | 258.12 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.3M | 18k | 69.44 |
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| Merck & Co (MRK) | 0.2 | $1.2M | +27% | 8.0k | 149.52 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.2M | 2.8k | 413.05 |
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| Cisco Systems (CSCO) | 0.2 | $1.1M | 11k | 104.51 |
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| Gentex Corporation (GNTX) | 0.2 | $1.1M | -6% | 58k | 19.87 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.1M | +6% | 1.8k | 638.01 |
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| Wintrust Financial Corporation (WTFC) | 0.2 | $1.1M | NEW | 7.3k | 152.38 |
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| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.2 | $1.1M | +70% | 35k | 31.20 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.1M | -2% | 3.5k | 304.00 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.1M | -12% | 13k | 81.03 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.1M | 4.2k | 250.23 |
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| Harbor Etf Trust Long Term Grower (WINN) | 0.2 | $1.0M | +68% | 32k | 32.93 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.0M | 13k | 79.72 |
|
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| Fifth Third Ban (FITB) | 0.2 | $1.0M | -7% | 19k | 53.87 |
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| Procter & Gamble Company (PG) | 0.2 | $976k | -2% | 6.0k | 161.57 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $953k | 5.8k | 164.34 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $942k | 9.8k | 96.31 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $940k | 3.6k | 258.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $936k | +4% | 1.4k | 690.49 |
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| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.2 | $909k | 20k | 46.30 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.2 | $906k | 17k | 53.10 |
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| Ameriprise Financial (AMP) | 0.1 | $885k | 1.8k | 490.83 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $881k | 1.3k | 694.81 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $829k | +58% | 4.5k | 184.11 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $826k | +2% | 2.3k | 351.75 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $819k | +39% | 2.9k | 284.10 |
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| Advanced Micro Devices (AMD) | 0.1 | $784k | +9% | 1.6k | 504.80 |
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| Caterpillar (CAT) | 0.1 | $742k | +11% | 1.2k | 622.75 |
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| Blackrock (BLK) | 0.1 | $739k | +5% | 644.00 | 1147.54 |
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| Lululemon Athletica (LULU) | 0.1 | $739k | +12% | 6.9k | 107.24 |
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| Abbott Laboratories (ABT) | 0.1 | $738k | -6% | 6.9k | 106.20 |
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| FedEx Corporation (FDX) | 0.1 | $720k | 2.3k | 313.28 |
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| Pfizer (PFE) | 0.1 | $701k | -11% | 23k | 30.52 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $698k | -12% | 7.8k | 89.70 |
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| International Business Machines (IBM) | 0.1 | $695k | +43% | 2.7k | 257.81 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $691k | +101% | 5.4k | 127.39 |
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| American Tower Reit (AMT) | 0.1 | $690k | 3.7k | 187.78 |
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| Colgate-Palmolive Company (CL) | 0.1 | $684k | 7.2k | 95.29 |
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| Edwards Lifesciences (EW) | 0.1 | $682k | 7.4k | 92.01 |
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| Deere & Company (DE) | 0.1 | $669k | 990.00 | 675.48 |
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| Norfolk Southern (NSC) | 0.1 | $664k | -5% | 1.9k | 342.64 |
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| IDEXX Laboratories (IDXX) | 0.1 | $662k | 1.2k | 551.21 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $644k | 11k | 59.03 |
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| Fortinet (FTNT) | 0.1 | $635k | +7% | 4.7k | 136.08 |
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| Applied Materials (AMAT) | 0.1 | $622k | +3% | 1.6k | 390.09 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $619k | -38% | 2.8k | 222.53 |
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| Constellation Energy (CEG) | 0.1 | $613k | +159% | 2.3k | 262.38 |
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| Intel Corporation (INTC) | 0.1 | $609k | -54% | 9.3k | 65.76 |
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| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.1 | $607k | 15k | 39.74 |
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| Philip Morris International (PM) | 0.1 | $602k | +2% | 2.9k | 208.79 |
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| Verizon Communications (VZ) | 0.1 | $579k | +129% | 13k | 44.73 |
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| Nucor Corporation (NUE) | 0.1 | $575k | -8% | 2.1k | 273.87 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $573k | NEW | 6.4k | 89.21 |
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| Eaton Corp SHS (ETN) | 0.1 | $572k | 1.5k | 369.97 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $563k | 3.3k | 169.24 |
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| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $556k | 6.7k | 83.15 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $551k | 2.6k | 214.58 |
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| Southern Company (SO) | 0.1 | $551k | +33% | 5.9k | 93.71 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $539k | +8% | 1.5k | 355.78 |
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| Wal-Mart Stores (WMT) | 0.1 | $538k | +33% | 4.4k | 123.51 |
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| Intercontinental Exchange (ICE) | 0.1 | $533k | 3.2k | 168.85 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $532k | +70% | 1.8k | 290.13 |
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| Pacer Fds Tr Trendpilot Intl (PTIN) | 0.1 | $519k | 15k | 35.67 |
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| Intuit (INTU) | 0.1 | $511k | -4% | 1.5k | 341.09 |
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| 3M Company (MMM) | 0.1 | $511k | 2.9k | 174.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $504k | +2% | 3.7k | 134.46 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.1 | $500k | 1.4k | 348.05 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $496k | 9.8k | 50.71 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $494k | 6.4k | 76.91 |
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| Spdr Series Trust St Str R1k Lowv (LGLV) | 0.1 | $483k | 2.6k | 188.23 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $471k | 2.9k | 160.72 |
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| Tesla Motors (TSLA) | 0.1 | $455k | +67% | 1.1k | 399.81 |
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| ConocoPhillips (COP) | 0.1 | $452k | -8% | 2.9k | 154.03 |
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| Fastenal Company (FAST) | 0.1 | $446k | 8.6k | 51.91 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $439k | 4.3k | 102.93 |
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| Linde SHS (LIN) | 0.1 | $433k | +3% | 841.00 | 514.24 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $429k | 8.5k | 50.41 |
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| General Dynamics Corporation (GD) | 0.1 | $423k | -9% | 1.1k | 372.59 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $403k | 4.0k | 100.74 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $399k | -5% | 5.4k | 74.39 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $396k | 710.00 | 557.54 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $395k | NEW | 50k | 7.89 |
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| At&t (T) | 0.1 | $392k | +38% | 18k | 21.41 |
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| Morgan Stanley Com New (MS) | 0.1 | $389k | +5% | 2.1k | 184.30 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.1 | $379k | 3.5k | 109.76 |
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| Toro Company (TTC) | 0.1 | $376k | 3.5k | 107.96 |
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| Honeywell International (HON) | 0.1 | $375k | NEW | 1.7k | 218.33 |
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| Ge Vernova (GEV) | 0.1 | $367k | NEW | 428.00 | 857.87 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $359k | +20% | 1.5k | 239.11 |
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| Jacobs Engineering Group (J) | 0.1 | $357k | -15% | 2.3k | 154.62 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $356k | 1.6k | 218.31 |
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| American Electric Power Company (AEP) | 0.1 | $348k | NEW | 2.7k | 130.21 |
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| Cme (CME) | 0.1 | $347k | 1.1k | 303.14 |
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| Travelers Companies (TRV) | 0.1 | $347k | -12% | 875.00 | 396.22 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $335k | NEW | 710.00 | 471.51 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $326k | NEW | 6.5k | 50.46 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $321k | 3.5k | 91.76 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $320k | +2% | 1.3k | 239.53 |
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| Nvent Elec SHS (NVT) | 0.1 | $311k | 2.5k | 125.98 |
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| Carrier Global Corporation (CARR) | 0.1 | $305k | 5.7k | 53.63 |
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| Altria (MO) | 0.1 | $302k | -32% | 3.9k | 78.03 |
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| eBay (EBAY) | 0.0 | $298k | +33% | 2.4k | 121.64 |
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| Emerson Electric (EMR) | 0.0 | $296k | -6% | 1.8k | 164.94 |
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| Oneok (OKE) | 0.0 | $295k | NEW | 3.0k | 97.07 |
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| Astrazeneca Ord (AZN) | 0.0 | $294k | NEW | 1.6k | 186.65 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $292k | 4.4k | 66.05 |
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| Proshares Tr S&p Smallcap 600 (SMDV) | 0.0 | $288k | 3.9k | 74.27 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $286k | 444.00 | 644.58 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $285k | -19% | 2.8k | 101.40 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $283k | 5.6k | 50.76 |
|
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.0 | $282k | +2% | 3.3k | 85.06 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $275k | 1.2k | 221.08 |
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| Netflix (NFLX) | 0.0 | $273k | NEW | 4.4k | 62.08 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $272k | 406.00 | 668.88 |
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| Fiserv (FISV) | 0.0 | $268k | +2% | 5.4k | 50.02 |
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| Entergy Corporation (ETR) | 0.0 | $262k | NEW | 2.4k | 110.11 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $256k | +10% | 285.00 | 899.82 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $255k | 3.5k | 72.92 |
|
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| Ge Aerospace Com New (GE) | 0.0 | $252k | +34% | 836.00 | 301.80 |
|
| Gilead Sciences (GILD) | 0.0 | $252k | NEW | 1.5k | 170.68 |
|
| Boeing Company (BA) | 0.0 | $251k | -23% | 1.5k | 171.55 |
|
| Medtronic SHS (MDT) | 0.0 | $250k | 2.6k | 96.54 |
|
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| Micron Technology (MU) | 0.0 | $246k | -19% | 278.00 | 884.74 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $240k | 430.00 | 558.88 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $233k | 4.6k | 50.44 |
|
|
| Progressive Corporation (PGR) | 0.0 | $229k | +6% | 990.00 | 231.28 |
|
| Enterprise Products Partners (EPD) | 0.0 | $228k | NEW | 6.0k | 38.15 |
|
| Rollins (ROL) | 0.0 | $223k | 6.4k | 34.66 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $219k | -25% | 692.00 | 316.43 |
|
| Target Corporation (TGT) | 0.0 | $218k | NEW | 1.4k | 154.38 |
|
| Guidewire Software (GWRE) | 0.0 | $208k | NEW | 1.3k | 162.59 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $208k | NEW | 2.7k | 75.75 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $207k | NEW | 803.00 | 258.24 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $174k | -4% | 11k | 15.78 |
|
| Ford Motor Company (F) | 0.0 | $172k | 14k | 12.25 |
|
|
| Ufp Industries (UFPI) | 0.0 | $69k | 840.00 | 81.92 |
|
|
| Verrica Pharmaceuticals Com Shs (VRCA) | 0.0 | $56k | 17k | 3.35 |
|
|
| Perrigo SHS (PRGO) | 0.0 | $45k | NEW | 2.8k | 15.78 |
|
Past Filings by Legacy Trust
SEC 13F filings are viewable for Legacy Trust going back to 2022
- Legacy Trust 2026 Q3 filed Nov. 6, 2026
- 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