Legacy Trust

Legacy Trust as of March 31, 2026

Portfolio Holdings for Legacy Trust

Legacy Trust holds 203 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.1 $32M 126k 253.79
Ishares Tr Core S&p500 Etf (IVV) 5.4 $28M 43k 653.22
Microsoft Corporation (MSFT) 3.2 $17M 45k 370.17
Alphabet Cap Stk Cl A (GOOGL) 3.0 $16M 54k 287.56
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.8 $15M 43k 337.95
NVIDIA Corporation (NVDA) 2.5 $13M 75k 174.40
Goldman Sachs (GS) 2.5 $13M 15k 845.99
United Rentals (URI) 2.4 $13M 17k 728.56
Raytheon Technologies Corp (RTX) 2.3 $12M 61k 192.90
Johnson & Johnson (JNJ) 2.1 $11M 45k 244.44
Palo Alto Networks (PANW) 2.1 $11M 68k 160.32
Visa Com Cl A (V) 2.1 $11M 36k 302.24
Cheniere Energy Com New (LNG) 2.0 $11M 37k 283.76
Amazon (AMZN) 2.0 $10M 50k 208.27
W.W. Grainger (GWW) 2.0 $10M 9.5k 1090.81
Stryker Corporation (SYK) 1.9 $10M 31k 328.59
American Express Company (AXP) 1.9 $9.8M 32k 302.48
Cummins (CMI) 1.9 $9.7M 18k 538.02
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $9.6M 77k 124.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.7 $9.1M 14k 650.34
Costco Wholesale Corporation (COST) 1.6 $8.5M 8.5k 996.43
Meta Platforms Cl A (META) 1.6 $8.5M 15k 572.13
Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $7.8M 115k 67.53
Expedia Group Com New (EXPE) 1.4 $7.4M 32k 230.89
JPMorgan Chase & Co. (JPM) 1.4 $7.1M 24k 294.16
Ishares Tr Russell 3000 Etf (IWV) 1.3 $7.0M 19k 370.68
Intuitive Surgical Com New (ISRG) 1.1 $5.6M 12k 460.99
Qualcomm (QCOM) 1.0 $5.3M 41k 128.78
Take-Two Interactive Software (TTWO) 1.0 $5.0M 25k 197.50
Lennar Corp Cl A (LEN) 0.9 $4.8M 56k 86.84
Ishares Tr Russell 2000 Etf (IWM) 0.9 $4.7M 19k 248.00
Dupont De Nemours (DD) 0.9 $4.6M 101k 45.80
Albemarle Corporation (ALB) 0.9 $4.6M 26k 179.53
salesforce (CRM) 0.8 $4.2M 23k 186.67
Alphabet Cap Stk Cl C (GOOG) 0.8 $4.2M 15k 286.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $4.2M 43k 97.23
Ally Financial (ALLY) 0.8 $4.1M 104k 39.23
Ishares Tr Msci Eafe Etf (EFA) 0.7 $3.9M 40k 97.13
Wynn Resorts (WYNN) 0.7 $3.6M 36k 101.55
Us Bancorp Com New (USB) 0.7 $3.6M 70k 52.01
Incyte Corporation (INCY) 0.7 $3.5M 37k 94.12
Uber Technologies (UBER) 0.7 $3.5M 48k 71.93
Home Depot (HD) 0.7 $3.4M 10k 328.89
Kla Corp Com New (KLAC) 0.6 $3.3M 2.2k 1472.41
Chewy Cl A (CHWY) 0.6 $3.2M 118k 27.00
Walt Disney Company (DIS) 0.6 $3.0M 31k 96.38
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $2.8M 50k 56.79
Oracle Corporation (ORCL) 0.5 $2.7M 19k 147.11
Exxon Mobil Corporation (XOM) 0.5 $2.6M 16k 169.66
TJX Companies (TJX) 0.5 $2.5M 16k 159.70
Nike CL B (NKE) 0.5 $2.4M 46k 52.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.4M 5.7k 426.40
EOG Resources (EOG) 0.5 $2.4M 17k 144.57
Paypal Holdings (PYPL) 0.5 $2.4M 53k 45.23
Eli Lilly & Co. (LLY) 0.4 $2.3M 2.5k 919.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.2M 4.6k 479.20
Ecolab (ECL) 0.4 $2.2M 8.1k 266.02
Lauder Estee Cos Cl A (EL) 0.4 $1.9M 27k 71.77
Illumina (ILMN) 0.3 $1.8M 15k 123.26
Abbvie (ABBV) 0.3 $1.8M 8.2k 217.49
Pepsi (PEP) 0.3 $1.7M 11k 155.29
Starbucks Corporation (SBUX) 0.3 $1.7M 19k 89.59
Broadcom (AVGO) 0.3 $1.7M 5.3k 309.51
Valero Energy Corporation (VLO) 0.3 $1.7M 6.7k 247.08
Thermo Fisher Scientific (TMO) 0.3 $1.6M 3.3k 491.53
Align Technology (ALGN) 0.3 $1.6M 9.2k 171.43
Zoetis Cl A (ZTS) 0.3 $1.6M 13k 118.21
Chevron Corporation (CVX) 0.3 $1.6M 7.5k 206.90
McDonald's Corporation (MCD) 0.3 $1.5M 5.0k 310.79
Nextera Energy (NEE) 0.3 $1.5M 16k 92.88
Roper Industries (ROP) 0.3 $1.5M 4.3k 353.86
Anthem (ELV) 0.3 $1.5M 5.2k 292.75
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.4M 4.8k 287.18
Amphenol Corp Cl A (APH) 0.3 $1.4M 11k 126.35
Gentex Corporation (GNTX) 0.3 $1.4M 62k 21.85
Adobe Systems Incorporated (ADBE) 0.2 $1.2M 5.0k 243.08
Ishares Tr Select Divid Etf (DVY) 0.2 $1.2M 7.8k 151.41
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.2M 5.5k 215.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.2M 18k 64.08
FedEx Corporation (FDX) 0.2 $1.1M 3.0k 356.18
Caterpillar (CAT) 0.2 $1.1M 1.5k 708.46
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.1M 15k 70.18
Amgen (AMGN) 0.2 $1.0M 3.0k 351.85
Cisco Systems (CSCO) 0.2 $1.0M 14k 77.59
Intel Corporation (INTC) 0.2 $1.0M 24k 44.13
Coca-Cola Company (KO) 0.2 $1.0M 14k 76.05
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.0M 2.9k 356.56
Union Pacific Corporation (UNP) 0.2 $965k 4.0k 242.62
Procter & Gamble Company (PG) 0.2 $945k 6.5k 144.44
Fifth Third Ban (FITB) 0.2 $927k 20k 46.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $916k 4.3k 213.67
Ishares Tr Core Msci Eafe (IEFA) 0.2 $893k 9.9k 90.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $886k 2.8k 320.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $866k 4.5k 191.83
Lululemon Athletica (LULU) 0.2 $851k 5.6k 153.10
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $837k 5.8k 144.71
Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.2 $824k 20k 41.96
Ameriprise Financial (AMP) 0.2 $821k 1.8k 444.40
Abbott Laboratories (ABT) 0.2 $812k 7.9k 102.67
International Business Machines (IBM) 0.2 $812k 3.3k 242.39
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $783k 17k 45.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $782k 1.3k 597.55
Pfizer (PFE) 0.1 $775k 28k 28.08
Merck & Co (MRK) 0.1 $758k 6.3k 120.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $746k 1.3k 577.18
Marathon Petroleum Corp (MPC) 0.1 $733k 3.0k 244.18
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $719k 2.3k 313.81
Ishares Msci Emrg Chn (EMXC) 0.1 $702k 8.9k 78.66
Intuit (INTU) 0.1 $701k 1.6k 432.38
Accenture Plc Ireland Shs Class A (ACN) 0.1 $682k 3.4k 198.29
IDEXX Laboratories (IDXX) 0.1 $672k 1.2k 561.89
Norfolk Southern (NSC) 0.1 $631k 2.2k 287.00
American Tower Reit (AMT) 0.1 $628k 3.6k 172.58
Palantir Technologies Cl A (PLTR) 0.1 $627k 4.3k 146.28
Spdr Gold Tr Gold Shs (GLD) 0.1 $607k 1.4k 430.29
Colgate-Palmolive Company (CL) 0.1 $606k 7.1k 85.23
Blackrock (BLK) 0.1 $588k 611.00 961.71
Deere & Company (DE) 0.1 $584k 1.0k 563.30
Edwards Lifesciences (EW) 0.1 $583k 7.3k 80.08
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $572k 11k 52.46
Micron Technology (MU) 0.1 $564k 1.7k 337.84
Mastercard Incorporated Cl A (MA) 0.1 $560k 1.1k 499.66
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.1 $559k 15k 36.57
At&t (T) 0.1 $547k 19k 28.99
Eaton Corp SHS (ETN) 0.1 $544k 1.5k 357.67
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.1 $529k 3.3k 158.81
Honeywell International (HON) 0.1 $524k 2.3k 226.03
Applied Materials (AMAT) 0.1 $524k 1.5k 341.79
Intercontinental Exchange (ICE) 0.1 $510k 3.2k 157.28
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $494k 2.1k 239.99
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.1 $488k 6.7k 72.96
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $487k 2.6k 189.59
Northrop Grumman Corporation (NOC) 0.1 $484k 709.00 682.24
Pacer Fds Tr Trendpilot Intl (PTIN) 0.1 $473k 15k 32.52
Advanced Micro Devices (AMD) 0.1 $473k 2.3k 203.43
Archer Daniels Midland Company (ADM) 0.1 $467k 6.4k 72.69
First Tr Exchange-traded SHS (FVD) 0.1 $460k 9.8k 47.03
Jacobs Engineering Group (J) 0.1 $458k 3.6k 127.28
Spdr Series Trust State Street Spd (LGLV) 0.1 $457k 2.6k 178.10
Philip Morris International (PM) 0.1 $456k 2.8k 165.34
Southern Company (SO) 0.1 $453k 4.7k 96.52
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $448k 5.8k 77.18
General Dynamics Corporation (GD) 0.1 $447k 1.3k 343.22
Emerson Electric (EMR) 0.1 $440k 3.4k 131.02
ConocoPhillips (COP) 0.1 $436k 3.3k 132.00
Boeing Company (BA) 0.1 $433k 2.2k 199.03
3M Company (MMM) 0.1 $432k 3.0k 145.23
Vanguard Index Fds Large Cap Etf (VV) 0.1 $429k 1.4k 298.85
Spdr Series Trust State Street Spd (SDY) 0.1 $427k 2.9k 145.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $412k 3.6k 113.11
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $402k 4.0k 100.57
Autodesk (ADSK) 0.1 $396k 1.7k 239.40
Linde SHS (LIN) 0.1 $396k 799.00 495.76
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $396k 4.3k 92.74
Altria (MO) 0.1 $394k 6.0k 65.99
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $393k 8.5k 46.23
Fastenal Company (FAST) 0.1 $391k 8.4k 46.40
Wal-Mart Stores (WMT) 0.1 $382k 3.1k 124.28
Duke Energy Corp Com New (DUK) 0.1 $380k 2.9k 130.94
Nucor Corporation (NUE) 0.1 $372k 2.2k 169.10
Fortinet (FTNT) 0.1 $353k 4.3k 81.72
Fiserv (FISV) 0.1 $348k 6.2k 55.80
Rollins (ROL) 0.1 $347k 6.5k 53.41
Toro Company (TTC) 0.1 $336k 3.6k 93.44
Cme (CME) 0.1 $335k 1.1k 295.35
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $334k 3.5k 95.44
Spdr Series Trust State Street Spd (SLYG) 0.1 $333k 3.5k 96.62
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $330k 3.5k 94.24
Verizon Communications (VZ) 0.1 $322k 6.4k 50.20
Carrier Global Corporation (CARR) 0.1 $321k 5.7k 56.31
Morgan Stanley Com New (MS) 0.1 $318k 1.9k 164.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $313k 1.6k 191.92
Ishares Gold Tr Ishares New (IAU) 0.1 $306k 3.5k 88.16
Air Products & Chemicals (APD) 0.1 $295k 1.0k 290.49
Nvent Elec SHS (NVT) 0.1 $292k 2.5k 118.28
Ge Aerospace Com New (GE) 0.1 $292k 1.0k 283.77
Travelers Companies (TRV) 0.1 $292k 1.0k 291.68
Vanguard Index Fds Small Cp Etf (VB) 0.1 $282k 1.1k 261.92
Medtronic SHS (MDT) 0.1 $280k 3.2k 86.65
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $278k 4.4k 62.97
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $275k 1.3k 211.15
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $267k 3.9k 68.79
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.1 $264k 11k 23.28
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $263k 5.6k 47.20
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $263k 426.00 616.76
Lam Research Corp Com New (LRCX) 0.0 $258k 1.2k 213.66
J.B. Hunt Transport Services (JBHT) 0.0 $258k 1.2k 211.90
Target Corporation (TGT) 0.0 $255k 2.1k 121.20
Constellation Energy (CEG) 0.0 $254k 911.00 279.25
Vanguard Index Fds Growth Etf (VUG) 0.0 $237k 542.00 436.79
Toyota Motor Corp Ads (TM) 0.0 $235k 1.1k 206.09
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $233k 4.6k 50.37
Oneok (OKE) 0.0 $228k 2.5k 90.39
Spdr Series Trust State Street Spd (SPTS) 0.0 $227k 7.8k 29.18
Parker-Hannifin Corporation (PH) 0.0 $221k 247.00 895.24
Otis Worldwide Corp (OTIS) 0.0 $216k 2.8k 77.08
Hubbell (HUBB) 0.0 $213k 434.00 490.74
Watsco, Incorporated (WSO) 0.0 $200k 551.00 363.79
Huntington Bancshares Incorporated (HBAN) 0.0 $199k 13k 15.65
Tesla Motors (TSLA) 0.0 $197k 531.00 371.75
Ford Motor Company (F) 0.0 $166k 14k 11.54
Verrica Pharmaceuticals Com Shs (VRCA) 0.0 $91k 17k 5.29
Ufp Industries (UFPI) 0.0 $77k 840.00 92.12