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.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 125.5K | $31.9M | 6.1% | −$2.25M | Added−$1.92M |
| Ishares Tr | — | 43K | $28.1M | 5.4% | −$1.26M | Added$896.3K |
| Microsoft Corp | MSFT | 45.4K | $16.8M | 3.2% | −$5.03M | Added−$4.65M |
| Alphabet Inc | — | 54.4K | $15.6M | 3.0% | −$1.38M | Added−$1.33M |
| Taiwan Semiconductor Mfg Ltd | — | 43K | $14.5M | 2.8% | $1.46M | Cut$1.36M |
| Nvidia Corp | NVDA | 74.9K | $13.1M | 2.5% | −$906.9K | Cut−$3.22M |
| Goldman Sachs Group Inc | — | 15.4K | $13M | 2.5% | −$508.9K | Cut−$552.8K |
| United Rentals, Inc. | URI | 17.4K | $12.7M | 2.4% | −$1.4M | Added−$1.3M |
| RTX Corp | RTX | 61.4K | $11.8M | 2.3% | $583K | Cut$562.6K |
| Johnson & Johnson | JNJ | 45K | $11M | 2.1% | $1.64M | Added$1.93M |
| Palo Alto Networks Inc | PANW | 68.3K | $11M | 2.1% | −$1.59M | Added−$1.3M |
| Visa Inc. | V | 35.7K | $10.8M | 2.1% | −$1.7M | Added−$1.53M |
| Cheniere Energy, Inc. | LNG | 37.4K | $10.6M | 2.0% | $3.34M | Cut$3.34M |
| Amazon Com Inc | AMZN | 50.1K | $10.4M | 2.0% | −$1.1M | Added−$853.9K |
| Ww Grainger Inc | — | 9.47K | $10.3M | 2.0% | $767.3K | Added$860K |
| Stryker Corp | SYK | 30.5K | $10M | 1.9% | −$511.6K | Added$2.15M |
| American Express Co | AXP | 32.2K | $9.75M | 1.9% | −$2.11M | Added−$1.83M |
| Cummins Inc | CMI | 18K | $9.68M | 1.9% | $496K | Cut$404.1K |
| Ishares Tr | — | 77.4K | $9.62M | 1.8% | $315.2K | Added$446.5K |
| Spdr S&P 500 Etf Tr | — | 14K | $9.1M | 1.7% | −$441.9K | Cut−$469.1K |
| Costco Whsl Corp New | — | 8.53K | $8.5M | 1.6% | $1.13M | Added$1.23M |
| Meta Platforms, Inc. | META | 14.8K | $8.47M | 1.6% | −$1.29M | Added−$1.18M |
| Ishares Tr | — | 115.3K | $7.79M | 1.5% | $168.8K | Added$506.5K |
| Expedia Group, Inc. | EXPE | 31.9K | $7.36M | 1.4% | −$1.65M | Added−$1.56M |
| Jpmorgan Chase & Co. | — | 24.3K | $7.15M | 1.4% | −$682K | Cut−$5.68M |
| Ishares Tr | — | 18.8K | $6.99M | 1.3% | −$304.8K | Cut−$620.4K |
| Intuitive Surgical Inc | ISRG | 12.2K | $5.61M | 1.1% | −$1.25M | Added−$1.11M |
| Qualcomm Inc | — | 41.4K | $5.34M | 1.0% | −$1.71M | Added−$1.58M |
| Take-Two Interactive Softwar | — | 25.2K | $4.97M | 1.0% | −$1.45M | Added−$1.36M |
| Lennar Corp | — | 55.6K | $4.83M | 0.9% | −$858.6K | Added−$700.5K |
| Ishares Tr | — | 19K | $4.72M | 0.9% | $34.5K | Added$103.9K |
| DuPont de Nemours, Inc. | DD | 100.9K | $4.62M | 0.9% | $553.8K | Added$644.7K |
| Albemarle Corp | — | 25.7K | $4.61M | 0.9% | $974.3K | Added$991.9K |
| Salesforce, Inc. | CRM | 22.7K | $4.23M | 0.8% | −$131.8K | Added$3.78M |
| Alphabet Inc | — | 14.7K | $4.22M | 0.8% | −$360.3K | Added$18.9K |
| Ishares Tr | — | 43K | $4.18M | 0.8% | $41.2K | Added$48K |
| Ally Finl Inc | — | 104.3K | $4.09M | 0.8% | −$609.9K | Added−$465.9K |
| Ishares Tr | — | 39.8K | $3.86M | 0.7% | $43.4K | Added$70.6K |
| Wynn Resorts Ltd | WYNN | 35.9K | $3.64M | 0.7% | −$643.1K | Added−$478.1K |
| Us Bancorp Del | — | 69.6K | $3.62M | 0.7% | −$91.2K | Added$17K |
| Incyte Corp | INCY | 37.2K | $3.5M | 0.7% | −$168K | Added−$66.8K |
| Uber Technologies, Inc | UBER | 48K | $3.46M | 0.7% | −$408.6K | Added$40.9K |
| Home Depot, Inc. | HD | 10.4K | $3.43M | 0.7% | −$158.5K | Cut−$560.4K |
| Kla Corp | KLAC | 2.22K | $3.26M | 0.6% | $570.2K | Held |
| Chewy, Inc. | CHWY | 117.5K | $3.17M | 0.6% | −$677.3K | Added−$528.1K |
| Disney Walt Co | — | 31.1K | $3M | 0.6% | −$526.3K | Added−$445.2K |
| Ishares Tr | — | 49.6K | $2.82M | 0.5% | $91.4K | Added$416K |
| Oracle Corp | — | 18.6K | $2.74M | 0.5% | −$891K | Cut−$931.9K |
| Exxon Mobil Corp | — | 15.5K | $2.63M | 0.5% | $668.2K | Added$998.2K |
| Tjx Cos Inc New | — | 15.7K | $2.51M | 0.5% | $94.1K | Added$133.9K |
| NIKE, Inc. | NKE | 45.8K | $2.42M | 0.5% | −$457.2K | Added−$257.6K |
| Ishares Tr | — | 5.66K | $2.41M | 0.5% | −$265.4K | Cut−$468.9K |
| Eog Res Inc | — | 16.5K | $2.39M | 0.5% | $569.9K | Added$877.8K |
| Paypal Hldgs Inc | — | 52.8K | $2.39M | 0.5% | −$663.2K | Added−$554.9K |
| Eli Lilly & Co | LLY | 2.51K | $2.31M | 0.4% | −$358.5K | Added−$178.2K |
| Berkshire Hathaway Inc Del | — | 4.64K | $2.22M | 0.4% | −$108.8K | Cut−$243K |
| Ecolab Inc. | ECL | 8.1K | $2.15M | 0.4% | $28.3K | Cut$23.1K |
| Lauder Estee Cos Inc | — | 26.9K | $1.93M | 0.4% | −$805.5K | Added−$631.4K |
| Illumina, Inc. | ILMN | 14.7K | $1.82M | 0.3% | −$107.2K | Added$38.3K |
| AbbVie Inc. | ABBV | 8.18K | $1.78M | 0.3% | −$81K | Added$96K |
| Pepsico Inc | PEP | 10.9K | $1.69M | 0.3% | $127.8K | Cut$121K |
| Starbucks Corp | SBUX | 18.5K | $1.66M | 0.3% | $99.7K | Cut$76.3K |
| Broadcom Inc. | AVGO | 5.34K | $1.65M | 0.3% | −$127.1K | Added$452K |
| Valero Energy Corp | — | 6.69K | $1.65M | 0.3% | $564.2K | Cut$558.5K |
| Thermo Fisher Scientific Inc. | TMO | 3.33K | $1.63M | 0.3% | −$292.4K | Cut−$315.6K |
| Align Technology Inc | ALGN | 9.25K | $1.59M | 0.3% | $126.4K | Added$294.4K |
| Zoetis Inc. | ZTS | 13.3K | $1.57M | 0.3% | −$101.1K | Cut−$115.6K |
| Chevron Corp New | CVX | 7.51K | $1.55M | 0.3% | $409.3K | Cut$391.2K |
| Mcdonalds Corp | MCD | 4.98K | $1.55M | 0.3% | $25.7K | Cut$12.3K |
| Nextera Energy Inc | — | 16.4K | $1.53M | 0.3% | $207.2K | Cut$186.3K |
| Roper Technologies Inc | ROP | 4.3K | $1.52M | 0.3% | −$391.7K | Added−$389.3K |
| Elevance Health Inc Formerly | — | 5.17K | $1.51M | 0.3% | −$299.1K | Cut−$301.9K |
| Vanguard Index Fds | — | 4.81K | $1.38M | 0.3% | −$14.6K | Cut−$19K |
| Amphenol Corp New | — | 10.7K | $1.36M | 0.3% | −$94.5K | Cut−$121.4K |
| Gentex Corp | GNTX | 62K | $1.35M | 0.3% | −$88K | Cut−$89.9K |
| Adobe Inc. | ADBE | 5K | $1.22M | 0.2% | −$534.8K | Cut−$537.9K |
| Ishares Tr | — | 7.83K | $1.19M | 0.2% | $80.5K | Held |
| Vanguard Specialized Funds | — | 5.48K | $1.18M | 0.2% | −$25.9K | Cut−$51.1K |
| Vanguard Tax-Managed Fds | — | 18.3K | $1.17M | 0.2% | $29.5K | Cut−$223.1K |
| Fedex Corp | FDX | 3.04K | $1.08M | 0.2% | $204.3K | Held |
| Caterpillar Inc | CAT | 1.49K | $1.06M | 0.2% | $202.2K | Cut$79K |
| Ishares Tr | — | 15K | $1.05M | 0.2% | $11.4K | Held |
| Amgen Inc | AMGN | 2.98K | $1.05M | 0.2% | $73.2K | Cut$70K |
| Cisco Sys Inc | — | 13.5K | $1.05M | 0.2% | $7.54K | Cut−$117.9K |
| Intel Corp | INTC | 23.7K | $1.05M | 0.2% | $171.2K | Cut$171.1K |
| Coca Cola Co | KO | 13.6K | $1.03M | 0.2% | $78K | Added$145.6K |
| Ishares Tr | — | 2.88K | $1.03M | 0.2% | −$48.7K | Cut−$86K |
| Union Pac Corp | — | 3.98K | $964.9K | 0.2% | $44.9K | Held |
| Procter And Gamble Co | PG | 6.54K | $944.9K | 0.2% | $7.13K | Added$41.1K |
| Fifth Third Bancorp | — | 19.9K | $926.9K | 0.2% | −$6.39K | Added$72.3K |
| Ishares Tr | — | 4.29K | $915.6K | 0.2% | $14.3K | Cut−$172.5K |
| Ishares Tr | — | 9.87K | $893.3K | 0.2% | $7.69K | Added$250.4K |
| Vanguard Index Fds | — | 2.76K | $885.8K | 0.2% | −$39.9K | Held |
| Ishares Tr | — | 4.52K | $866.3K | 0.2% | −$30.8K | Held |
| lululemon athletica inc. | LULU | 5.56K | $851.2K | 0.2% | −$251.9K | Added−$105.7K |
| Ishares Tr | — | 5.79K | $837.1K | 0.2% | $20.5K | Cut$18.4K |
| Etf Ser Solutions | — | 19.6K | $823.8K | 0.2% | −$34.2K | Held |
| Ameriprise Finl Inc | — | 1.85K | $821.3K | 0.2% | −$84.9K | Cut−$85.4K |
| Abbott Labs | ABT | 7.91K | $812.3K | 0.2% | −$179K | Cut−$426.9K |
| International Business Machs | — | 3.35K | $811.8K | 0.2% | −$180.2K | Cut−$181.7K |
| Invesco Exchange Traded Fd T | — | 17.1K | $782.8K | 0.1% | −$341 | Held |
| Vanguard Index Fds | — | 1.31K | $781.6K | 0.1% | −$38.7K | Cut−$45K |
| Pfizer Inc | PFE | 27.6K | $774.8K | 0.1% | $68.7K | Added$236.6K |
| Merck & Co., Inc. | MRK | 6.3K | $758.2K | 0.1% | $92.2K | Added$112.3K |
| Invesco Qqq Tr | — | 1.29K | $745.7K | 0.1% | −$48K | Held |
| Marathon Pete Corp | — | 3K | $732.8K | 0.1% | $244.7K | Held |
| Ishares Tr | — | 2.29K | $718.9K | 0.1% | −$21.1K | Held |
| Ishares Inc | — | 8.92K | $701.8K | 0.1% | $27.7K | Added$365.2K |
| Intuit Inc. | INTU | 1.62K | $700.9K | 0.1% | −$372.9K | Cut−$582.9K |
| Accenture Plc Ireland | — | 3.44K | $681.7K | 0.1% | −$240.6K | Added−$240.2K |
| Idexx Labs Inc | — | 1.2K | $672K | 0.1% | −$137.1K | Held |
| Norfolk Southn Corp | — | 2.2K | $630.5K | 0.1% | −$3.78K | Cut−$9.55K |
| American Tower Corp New | — | 3.64K | $628.4K | 0.1% | −$10.9K | Cut−$13.5K |
| Palantir Technologies Inc. | PLTR | 4.29K | $626.8K | 0.1% | −$134.5K | Added−$133.1K |
| Spdr Gold Tr | — | 1.41K | $607.1K | 0.1% | $47.9K | Cut$28.1K |
| Colgate Palmolive Co | CL | 7.11K | $605.6K | 0.1% | $43.9K | Added$47.4K |
| BlackRock, Inc. | BLK | 611 | $587.6K | 0.1% | −$66.4K | Held |
| Deere & Co | DE | 1.04K | $583.6K | 0.1% | $101.2K | Cut$100.8K |
| Edwards Lifesciences Corp | EW | 7.28K | $582.6K | 0.1% | −$37.6K | Cut−$672.6K |
| Pacer Fds Tr | — | 10.9K | $572K | 0.1% | −$34K | Held |
| Micron Technology Inc | MU | 1.67K | $563.9K | 0.1% | $87.5K | Cut$51K |
| Mastercard Inc | MA | 1.12K | $559.6K | 0.1% | −$79.8K | Cut−$82.6K |
| Pacer Fds Tr | — | 15.3K | $559K | 0.1% | $12.3K | Added$71.7K |
| At&T Inc | — | 18.9K | $546.5K | 0.1% | $78.2K | Cut$64.3K |
| Eaton Corp Plc | ETN | 1.52K | $544.4K | 0.1% | — | New |
| First Tr Exchange-Traded Fd | — | 3.33K | $528.7K | 0.1% | −$15.9K | Held |
| Honeywell Intl Inc | — | 2.32K | $524.2K | 0.1% | $71.7K | Cut$69.8K |
| Applied Matls Inc | — | 1.53K | $524K | 0.1% | — | New |
| Intercontinental Exchange In | — | 3.24K | $509.6K | 0.1% | −$15.2K | Cut−$19.2K |
| Ishares Tr | — | 2.06K | $494.4K | 0.1% | −$21.3K | Held |
| Pacer Fds Tr | — | 6.68K | $487.6K | 0.1% | −$38K | Held |
| Ishares Tr | — | 2.57K | $486.9K | 0.1% | $21.5K | Held |
| Northrop Grumman Corp | — | 709 | $483.7K | 0.1% | — | New |
| Pacer Fds Tr | — | 14.6K | $473.2K | 0.1% | $13.7K | Added$70.6K |
| Advanced Micro Devices Inc | AMD | 2.33K | $473K | 0.1% | −$24.9K | Held |
| Archer-Daniels-Midland Co | ADM | 6.42K | $466.5K | 0.1% | $97.5K | Held |
| First Tr Exchange-Traded Fd | — | 9.78K | $459.7K | 0.1% | $9.29K | Held |
| Jacobs Solutions Inc. | J | 3.6K | $457.6K | 0.1% | −$18.6K | Cut−$21.3K |
| Spdr Series Trust | — | 2.57K | $457.4K | 0.1% | $6.5K | Held |
| Philip Morris Intl Inc | — | 2.76K | $455.8K | 0.1% | $12.7K | Added$44.1K |
| Southern Co | — | 4.69K | $452.8K | 0.1% | $43.7K | Cut$30.6K |
| Vanguard Bd Index Fds | — | 5.8K | $447.7K | 0.1% | −$4.06K | Cut−$39.9K |
| General Dynamics Corp | GD | 1.3K | $446.5K | 0.1% | $8.53K | Held |
| Emerson Elec Co | — | 3.36K | $440.4K | 0.1% | −$5.71K | Cut−$8.37K |
| Conocophillips | COP | 3.31K | $436.3K | 0.1% | $126.9K | Cut$112.9K |
| Boeing Co | — | 2.18K | $433.3K | 0.1% | −$39.4K | Cut−$47K |
| 3M CO | MMM | 2.97K | $431.6K | 0.1% | −$44.2K | Cut−$60.2K |
| Vanguard Index Fds | — | 1.44K | $428.9K | 0.1% | −$22.9K | Held |
| Spdr Series Trust | — | 2.93K | $427.3K | 0.1% | $19.9K | Held |
| Ishares Tr | — | 3.64K | $411.9K | 0.1% | −$37K | Cut−$41.9K |
| Pimco Etf Tr | — | 4K | $402.3K | 0.1% | $920 | Held |
| Autodesk, Inc. | ADSK | 1.66K | $396.2K | 0.1% | −$93.7K | Held |
| Linde Plc | LIN | 799 | $396.1K | 0.1% | $55.4K | Held |
| Ishares Tr | — | 4.26K | $395.5K | 0.1% | −$6.06K | Held |
| Altria Group, Inc. | MO | 5.97K | $394K | 0.1% | $49.7K | Cut$31K |
| Ishares Tr | — | 8.5K | $393K | 0.1% | — | New |
| Fastenal Co | FAST | 8.42K | $390.5K | 0.1% | $52.8K | Cut$47.2K |
| Walmart Inc. | WMT | 3.07K | $381.5K | 0.1% | $39.5K | Held |
| Duke Energy Corp New | — | 2.9K | $379.5K | 0.1% | $39.8K | Cut$36.3K |
| Nucor Corp | NUE | 2.2K | $372.2K | 0.1% | $13.2K | Cut−$4.76K |
| Fortinet, Inc. | FTNT | 4.32K | $352.9K | 0.1% | $5.93K | Added$148.9K |
| Fiserv Inc | FISV | 6.24K | $348K | 0.1% | −$70.9K | Cut−$73K |
| Rollins Inc | ROL | 6.5K | $347.2K | 0.1% | −$43K | Held |
| Toro Co | TTC | 3.6K | $336.3K | 0.1% | $53K | Cut$52.2K |
| Cme Group Inc. | CME | 1.13K | $334.9K | 0.1% | $25.3K | Held |
| Ishares Tr | — | 3.5K | $334K | 0.1% | — | New |
| Spdr Series Trust | — | 3.45K | $333.3K | 0.1% | $8.38K | Held |
| Vanguard Whitehall Fds | — | 3.5K | $329.8K | 0.1% | $14.8K | Held |
| Verizon Communications Inc | VZ | 6.41K | $321.6K | 0.1% | $60.7K | Cut$4.67K |
| CARRIER GLOBAL Corp | CARR | 5.69K | $320.5K | 0.1% | $19K | Added$31.3K |
| Morgan Stanley | — | 1.93K | $317.9K | 0.1% | — | New |
| Invesco Exchange Traded Fd T | — | 1.63K | $312.8K | 0.1% | — | New |
| Ishares Gold Tr | — | 3.46K | $305.5K | 0.1% | — | New |
| Air Prods & Chems Inc | — | 1.01K | $294.6K | 0.1% | $44.1K | Held |
| Nvent Electric Plc | NVT | 2.47K | $291.9K | 0.1% | — | New |
| Ge Aerospace | — | 1.03K | $291.7K | 0.1% | −$24.9K | Cut−$66.8K |
| Travelers Companies, Inc. | TRV | 1K | $291.7K | 0.1% | $1.62K | Held |
| Vanguard Index Fds | — | 1.08K | $281.8K | 0.1% | $3.97K | Added$23.6K |
| Medtronic Plc | MDT | 3.23K | $280K | 0.1% | −$30.4K | Cut−$31.4K |
| Invesco Exch Traded Fd Tr Ii | — | 4.41K | $277.9K | 0.1% | $2.66K | Held |
| Ishares Tr | — | 1.3K | $275.3K | 0.1% | −$1.2K | Cut−$5.44K |
| Proshares Tr | — | 3.88K | $266.9K | 0.1% | $10.5K | Held |
| Ishares Tr | — | 11.3K | $264K | 0.1% | −$3.93K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 5.57K | $262.9K | 0.1% | $4.6K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 426 | $262.7K | 0.1% | $5.74K | Held |
| Lam Research Corp | LRCX | 1.21K | $258.3K | 0.0% | — | New |
| Hunt J B Trans Svcs Inc | — | 1.22K | $257.5K | 0.0% | $21.3K | Held |
| Target Corp | TGT | 2.11K | $255.2K | 0.0% | $49.4K | Cut$44.6K |
| Constellation Energy Corp | CEG | 911 | $254.4K | 0.0% | −$67.4K | Cut−$71K |
| Vanguard Growth Etf | — | 542 | $236.7K | 0.0% | −$21.8K | Added$28.4K |
| Toyota Motor Corp | — | 1.14K | $234.9K | 0.0% | −$9.09K | Held |
| Janus Detroit Str Tr | — | 4.62K | $232.8K | 0.0% | — | New |
| Oneok Inc /New/ | OKE | 2.52K | $227.9K | 0.0% | — | New |
| Spdr Series Trust | — | 7.78K | $226.9K | 0.0% | — | New |
| Parker-Hannifin Corp | PH | 247 | $221.1K | 0.0% | — | New |
| Otis Worldwide Corp | OTIS | 2.8K | $215.7K | 0.0% | −$27.9K | Added−$21.5K |
| Hubbell Inc | HUBB | 434 | $213K | 0.0% | — | New |
| Watsco Inc | — | 551 | $200.4K | 0.0% | — | New |
| Huntington Bancshares Inc | — | 12.7K | $198.6K | 0.0% | −$19.9K | Added−$4.42K |
| Tesla, Inc. | TSLA | 531 | $197.4K | 0.0% | −$41.4K | Held |
| Ford Mtr Co | — | 14.4K | $165.8K | 0.0% | −$22.7K | Cut−$25.3K |
| Verrica Pharmaceuticals Inc. | VRCA | 17.2K | $91.2K | 0.0% | −$52K | Held |
| Ufp Industries Inc | UFPI | 840 | $77.4K | 0.0% | $899 | Held |
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.