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Harris Oakmark Etf Trust shares owned by Legacy Trust

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Legacy Trust from 13F filings

Historical chart of Legacy Trust investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Legacy Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Legacy Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $577k 21k 28.17

More positions owned by Legacy Trust

Ishares Tr Core S&p500 Etf (IVV)
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United Rentals (URI)
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Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Goldman Sachs (GS)
W.W. Grainger (GWW)
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Visa Com Cl A (V)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Express Company (AXP)

View all positions for Legacy Trust

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
LPL Financial
Advisor Group Holdings
Bank of America Corporation
Wealth Enhancement Advisory Services
Raymond James Financial
Abound Financial
Commonwealth Equity Services
Royal Bank of Canada
AI Financial Services
KWB Wealth
Steward Partners Investment Advisory
BEAM Asset Management
Appalachian Capital Management

View all funds holding Harris Oakmark Etf Trust