13F

Investor

Legacy Trust

CIK 0001772483 · filed 2026-04-14 · SEC filing

13F book

$521.9M

Positions

203

16 new · 5 sold

Largest name

6.1%

Apple Inc. · AAPL

Est. mark

−$23.9M

Price effect on 187 names still held. Flow $11.1M.
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL125.5K$31.9M6.1%−$2.25MAdded−$1.92M
Ishares Tr43K$28.1M5.4%−$1.26MAdded$896.3K
Microsoft CorpMSFT45.4K$16.8M3.2%−$5.03MAdded−$4.65M
Alphabet Inc54.4K$15.6M3.0%−$1.38MAdded−$1.33M
Taiwan Semiconductor Mfg Ltd43K$14.5M2.8%$1.46MCut$1.36M
Nvidia CorpNVDA74.9K$13.1M2.5%−$906.9KCut−$3.22M
Goldman Sachs Group Inc15.4K$13M2.5%−$508.9KCut−$552.8K
United Rentals, Inc.URI17.4K$12.7M2.4%−$1.4MAdded−$1.3M
RTX CorpRTX61.4K$11.8M2.3%$583KCut$562.6K
Johnson & JohnsonJNJ45K$11M2.1%$1.64MAdded$1.93M
Palo Alto Networks IncPANW68.3K$11M2.1%−$1.59MAdded−$1.3M
Visa Inc.V35.7K$10.8M2.1%−$1.7MAdded−$1.53M
Cheniere Energy, Inc.LNG37.4K$10.6M2.0%$3.34MCut$3.34M
Amazon Com IncAMZN50.1K$10.4M2.0%−$1.1MAdded−$853.9K
Ww Grainger Inc9.47K$10.3M2.0%$767.3KAdded$860K
Stryker CorpSYK30.5K$10M1.9%−$511.6KAdded$2.15M
American Express CoAXP32.2K$9.75M1.9%−$2.11MAdded−$1.83M
Cummins IncCMI18K$9.68M1.9%$496KCut$404.1K
Ishares Tr77.4K$9.62M1.8%$315.2KAdded$446.5K
Spdr S&P 500 Etf Tr14K$9.1M1.7%−$441.9KCut−$469.1K
Costco Whsl Corp New8.53K$8.5M1.6%$1.13MAdded$1.23M
Meta Platforms, Inc.META14.8K$8.47M1.6%−$1.29MAdded−$1.18M
Ishares Tr115.3K$7.79M1.5%$168.8KAdded$506.5K
Expedia Group, Inc.EXPE31.9K$7.36M1.4%−$1.65MAdded−$1.56M
Jpmorgan Chase & Co.24.3K$7.15M1.4%−$682KCut−$5.68M
Ishares Tr18.8K$6.99M1.3%−$304.8KCut−$620.4K
Intuitive Surgical IncISRG12.2K$5.61M1.1%−$1.25MAdded−$1.11M
Qualcomm Inc41.4K$5.34M1.0%−$1.71MAdded−$1.58M
Take-Two Interactive Softwar25.2K$4.97M1.0%−$1.45MAdded−$1.36M
Lennar Corp55.6K$4.83M0.9%−$858.6KAdded−$700.5K
Ishares Tr19K$4.72M0.9%$34.5KAdded$103.9K
DuPont de Nemours, Inc.DD100.9K$4.62M0.9%$553.8KAdded$644.7K
Albemarle Corp25.7K$4.61M0.9%$974.3KAdded$991.9K
Salesforce, Inc.CRM22.7K$4.23M0.8%−$131.8KAdded$3.78M
Alphabet Inc14.7K$4.22M0.8%−$360.3KAdded$18.9K
Ishares Tr43K$4.18M0.8%$41.2KAdded$48K
Ally Finl Inc104.3K$4.09M0.8%−$609.9KAdded−$465.9K
Ishares Tr39.8K$3.86M0.7%$43.4KAdded$70.6K
Wynn Resorts LtdWYNN35.9K$3.64M0.7%−$643.1KAdded−$478.1K
Us Bancorp Del69.6K$3.62M0.7%−$91.2KAdded$17K
Incyte CorpINCY37.2K$3.5M0.7%−$168KAdded−$66.8K
Uber Technologies, IncUBER48K$3.46M0.7%−$408.6KAdded$40.9K
Home Depot, Inc.HD10.4K$3.43M0.7%−$158.5KCut−$560.4K
Kla CorpKLAC2.22K$3.26M0.6%$570.2KHeld
Chewy, Inc.CHWY117.5K$3.17M0.6%−$677.3KAdded−$528.1K
Disney Walt Co31.1K$3M0.6%−$526.3KAdded−$445.2K
Ishares Tr49.6K$2.82M0.5%$91.4KAdded$416K
Oracle Corp18.6K$2.74M0.5%−$891KCut−$931.9K
Exxon Mobil Corp15.5K$2.63M0.5%$668.2KAdded$998.2K
Tjx Cos Inc New15.7K$2.51M0.5%$94.1KAdded$133.9K
NIKE, Inc.NKE45.8K$2.42M0.5%−$457.2KAdded−$257.6K
Ishares Tr5.66K$2.41M0.5%−$265.4KCut−$468.9K
Eog Res Inc16.5K$2.39M0.5%$569.9KAdded$877.8K
Paypal Hldgs Inc52.8K$2.39M0.5%−$663.2KAdded−$554.9K
Eli Lilly & CoLLY2.51K$2.31M0.4%−$358.5KAdded−$178.2K
Berkshire Hathaway Inc Del4.64K$2.22M0.4%−$108.8KCut−$243K
Ecolab Inc.ECL8.1K$2.15M0.4%$28.3KCut$23.1K
Lauder Estee Cos Inc26.9K$1.93M0.4%−$805.5KAdded−$631.4K
Illumina, Inc.ILMN14.7K$1.82M0.3%−$107.2KAdded$38.3K
AbbVie Inc.ABBV8.18K$1.78M0.3%−$81KAdded$96K
Pepsico IncPEP10.9K$1.69M0.3%$127.8KCut$121K
Starbucks CorpSBUX18.5K$1.66M0.3%$99.7KCut$76.3K
Broadcom Inc.AVGO5.34K$1.65M0.3%−$127.1KAdded$452K
Valero Energy Corp6.69K$1.65M0.3%$564.2KCut$558.5K
Thermo Fisher Scientific Inc.TMO3.33K$1.63M0.3%−$292.4KCut−$315.6K
Align Technology IncALGN9.25K$1.59M0.3%$126.4KAdded$294.4K
Zoetis Inc.ZTS13.3K$1.57M0.3%−$101.1KCut−$115.6K
Chevron Corp NewCVX7.51K$1.55M0.3%$409.3KCut$391.2K
Mcdonalds CorpMCD4.98K$1.55M0.3%$25.7KCut$12.3K
Nextera Energy Inc16.4K$1.53M0.3%$207.2KCut$186.3K
Roper Technologies IncROP4.3K$1.52M0.3%−$391.7KAdded−$389.3K
Elevance Health Inc Formerly5.17K$1.51M0.3%−$299.1KCut−$301.9K
Vanguard Index Fds4.81K$1.38M0.3%−$14.6KCut−$19K
Amphenol Corp New10.7K$1.36M0.3%−$94.5KCut−$121.4K
Gentex CorpGNTX62K$1.35M0.3%−$88KCut−$89.9K
Adobe Inc.ADBE5K$1.22M0.2%−$534.8KCut−$537.9K
Ishares Tr7.83K$1.19M0.2%$80.5KHeld
Vanguard Specialized Funds5.48K$1.18M0.2%−$25.9KCut−$51.1K
Vanguard Tax-Managed Fds18.3K$1.17M0.2%$29.5KCut−$223.1K
Fedex CorpFDX3.04K$1.08M0.2%$204.3KHeld
Caterpillar IncCAT1.49K$1.06M0.2%$202.2KCut$79K
Ishares Tr15K$1.05M0.2%$11.4KHeld
Amgen IncAMGN2.98K$1.05M0.2%$73.2KCut$70K
Cisco Sys Inc13.5K$1.05M0.2%$7.54KCut−$117.9K
Intel CorpINTC23.7K$1.05M0.2%$171.2KCut$171.1K
Coca Cola CoKO13.6K$1.03M0.2%$78KAdded$145.6K
Ishares Tr2.88K$1.03M0.2%−$48.7KCut−$86K
Union Pac Corp3.98K$964.9K0.2%$44.9KHeld
Procter And Gamble CoPG6.54K$944.9K0.2%$7.13KAdded$41.1K
Fifth Third Bancorp19.9K$926.9K0.2%−$6.39KAdded$72.3K
Ishares Tr4.29K$915.6K0.2%$14.3KCut−$172.5K
Ishares Tr9.87K$893.3K0.2%$7.69KAdded$250.4K
Vanguard Index Fds2.76K$885.8K0.2%−$39.9KHeld
Ishares Tr4.52K$866.3K0.2%−$30.8KHeld
lululemon athletica inc.LULU5.56K$851.2K0.2%−$251.9KAdded−$105.7K
Ishares Tr5.79K$837.1K0.2%$20.5KCut$18.4K
Etf Ser Solutions19.6K$823.8K0.2%−$34.2KHeld
Ameriprise Finl Inc1.85K$821.3K0.2%−$84.9KCut−$85.4K
Abbott LabsABT7.91K$812.3K0.2%−$179KCut−$426.9K
International Business Machs3.35K$811.8K0.2%−$180.2KCut−$181.7K
Invesco Exchange Traded Fd T17.1K$782.8K0.1%−$341Held
Vanguard Index Fds1.31K$781.6K0.1%−$38.7KCut−$45K
Pfizer IncPFE27.6K$774.8K0.1%$68.7KAdded$236.6K
Merck & Co., Inc.MRK6.3K$758.2K0.1%$92.2KAdded$112.3K
Invesco Qqq Tr1.29K$745.7K0.1%−$48KHeld
Marathon Pete Corp3K$732.8K0.1%$244.7KHeld
Ishares Tr2.29K$718.9K0.1%−$21.1KHeld
Ishares Inc8.92K$701.8K0.1%$27.7KAdded$365.2K
Intuit Inc.INTU1.62K$700.9K0.1%−$372.9KCut−$582.9K
Accenture Plc Ireland3.44K$681.7K0.1%−$240.6KAdded−$240.2K
Idexx Labs Inc1.2K$672K0.1%−$137.1KHeld
Norfolk Southn Corp2.2K$630.5K0.1%−$3.78KCut−$9.55K
American Tower Corp New3.64K$628.4K0.1%−$10.9KCut−$13.5K
Palantir Technologies Inc.PLTR4.29K$626.8K0.1%−$134.5KAdded−$133.1K
Spdr Gold Tr1.41K$607.1K0.1%$47.9KCut$28.1K
Colgate Palmolive CoCL7.11K$605.6K0.1%$43.9KAdded$47.4K
BlackRock, Inc.BLK611$587.6K0.1%−$66.4KHeld
Deere & CoDE1.04K$583.6K0.1%$101.2KCut$100.8K
Edwards Lifesciences CorpEW7.28K$582.6K0.1%−$37.6KCut−$672.6K
Pacer Fds Tr10.9K$572K0.1%−$34KHeld
Micron Technology IncMU1.67K$563.9K0.1%$87.5KCut$51K
Mastercard IncMA1.12K$559.6K0.1%−$79.8KCut−$82.6K
Pacer Fds Tr15.3K$559K0.1%$12.3KAdded$71.7K
At&T Inc18.9K$546.5K0.1%$78.2KCut$64.3K
Eaton Corp PlcETN1.52K$544.4K0.1%New
First Tr Exchange-Traded Fd3.33K$528.7K0.1%−$15.9KHeld
Honeywell Intl Inc2.32K$524.2K0.1%$71.7KCut$69.8K
Applied Matls Inc1.53K$524K0.1%New
Intercontinental Exchange In3.24K$509.6K0.1%−$15.2KCut−$19.2K
Ishares Tr2.06K$494.4K0.1%−$21.3KHeld
Pacer Fds Tr6.68K$487.6K0.1%−$38KHeld
Ishares Tr2.57K$486.9K0.1%$21.5KHeld
Northrop Grumman Corp709$483.7K0.1%New
Pacer Fds Tr14.6K$473.2K0.1%$13.7KAdded$70.6K
Advanced Micro Devices IncAMD2.33K$473K0.1%−$24.9KHeld
Archer-Daniels-Midland CoADM6.42K$466.5K0.1%$97.5KHeld
First Tr Exchange-Traded Fd9.78K$459.7K0.1%$9.29KHeld
Jacobs Solutions Inc.J3.6K$457.6K0.1%−$18.6KCut−$21.3K
Spdr Series Trust2.57K$457.4K0.1%$6.5KHeld
Philip Morris Intl Inc2.76K$455.8K0.1%$12.7KAdded$44.1K
Southern Co4.69K$452.8K0.1%$43.7KCut$30.6K
Vanguard Bd Index Fds5.8K$447.7K0.1%−$4.06KCut−$39.9K
General Dynamics CorpGD1.3K$446.5K0.1%$8.53KHeld
Emerson Elec Co3.36K$440.4K0.1%−$5.71KCut−$8.37K
ConocophillipsCOP3.31K$436.3K0.1%$126.9KCut$112.9K
Boeing Co2.18K$433.3K0.1%−$39.4KCut−$47K
3M COMMM2.97K$431.6K0.1%−$44.2KCut−$60.2K
Vanguard Index Fds1.44K$428.9K0.1%−$22.9KHeld
Spdr Series Trust2.93K$427.3K0.1%$19.9KHeld
Ishares Tr3.64K$411.9K0.1%−$37KCut−$41.9K
Pimco Etf Tr4K$402.3K0.1%$920Held
Autodesk, Inc.ADSK1.66K$396.2K0.1%−$93.7KHeld
Linde PlcLIN799$396.1K0.1%$55.4KHeld
Ishares Tr4.26K$395.5K0.1%−$6.06KHeld
Altria Group, Inc.MO5.97K$394K0.1%$49.7KCut$31K
Ishares Tr8.5K$393K0.1%New
Fastenal CoFAST8.42K$390.5K0.1%$52.8KCut$47.2K
Walmart Inc.WMT3.07K$381.5K0.1%$39.5KHeld
Duke Energy Corp New2.9K$379.5K0.1%$39.8KCut$36.3K
Nucor CorpNUE2.2K$372.2K0.1%$13.2KCut−$4.76K
Fortinet, Inc.FTNT4.32K$352.9K0.1%$5.93KAdded$148.9K
Fiserv IncFISV6.24K$348K0.1%−$70.9KCut−$73K
Rollins IncROL6.5K$347.2K0.1%−$43KHeld
Toro CoTTC3.6K$336.3K0.1%$53KCut$52.2K
Cme Group Inc.CME1.13K$334.9K0.1%$25.3KHeld
Ishares Tr3.5K$334K0.1%New
Spdr Series Trust3.45K$333.3K0.1%$8.38KHeld
Vanguard Whitehall Fds3.5K$329.8K0.1%$14.8KHeld
Verizon Communications IncVZ6.41K$321.6K0.1%$60.7KCut$4.67K
CARRIER GLOBAL CorpCARR5.69K$320.5K0.1%$19KAdded$31.3K
Morgan Stanley1.93K$317.9K0.1%New
Invesco Exchange Traded Fd T1.63K$312.8K0.1%New
Ishares Gold Tr3.46K$305.5K0.1%New
Air Prods & Chems Inc1.01K$294.6K0.1%$44.1KHeld
Nvent Electric PlcNVT2.47K$291.9K0.1%New
Ge Aerospace1.03K$291.7K0.1%−$24.9KCut−$66.8K
Travelers Companies, Inc.TRV1K$291.7K0.1%$1.62KHeld
Vanguard Index Fds1.08K$281.8K0.1%$3.97KAdded$23.6K
Medtronic PlcMDT3.23K$280K0.1%−$30.4KCut−$31.4K
Invesco Exch Traded Fd Tr Ii4.41K$277.9K0.1%$2.66KHeld
Ishares Tr1.3K$275.3K0.1%−$1.2KCut−$5.44K
Proshares Tr3.88K$266.9K0.1%$10.5KHeld
Ishares Tr11.3K$264K0.1%−$3.93KHeld
Invesco Exch Traded Fd Tr Ii5.57K$262.9K0.1%$4.6KHeld
Spdr S&P Midcap 400 Etf Tr426$262.7K0.1%$5.74KHeld
Lam Research CorpLRCX1.21K$258.3K0.0%New
Hunt J B Trans Svcs Inc1.22K$257.5K0.0%$21.3KHeld
Target CorpTGT2.11K$255.2K0.0%$49.4KCut$44.6K
Constellation Energy CorpCEG911$254.4K0.0%−$67.4KCut−$71K
Vanguard Growth Etf542$236.7K0.0%−$21.8KAdded$28.4K
Toyota Motor Corp1.14K$234.9K0.0%−$9.09KHeld
Janus Detroit Str Tr4.62K$232.8K0.0%New
Oneok Inc /New/OKE2.52K$227.9K0.0%New
Spdr Series Trust7.78K$226.9K0.0%New
Parker-Hannifin CorpPH247$221.1K0.0%New
Otis Worldwide CorpOTIS2.8K$215.7K0.0%−$27.9KAdded−$21.5K
Hubbell IncHUBB434$213K0.0%New
Watsco Inc551$200.4K0.0%New
Huntington Bancshares Inc12.7K$198.6K0.0%−$19.9KAdded−$4.42K
Tesla, Inc.TSLA531$197.4K0.0%−$41.4KHeld
Ford Mtr Co14.4K$165.8K0.0%−$22.7KCut−$25.3K
Verrica Pharmaceuticals Inc.VRCA17.2K$91.2K0.0%−$52KHeld
Ufp Industries IncUFPI840$77.4K0.0%$899Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.