§ 13F · FUND PROFILE
Legacy Trust.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $507M (13F)Positions · 188Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 126K | $32M | 6.1% | +1% |
| 2 | IVV | ISHARES TR | 43K | $28M | 5.4% | +8% |
| 3 | MSFT | MICROSOFT CORP | 45K | $17M | 3.2% | +2% |
| 4 | GOOGL | ALPHABET INC | 54K | $16M | 3.0% | ±0% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 43K | $15M | 2.8% | −1% |
| 6 | NVDA | NVIDIA CORPORATION | 75K | $13M | 2.5% | −14% |
| 7 | GS | GOLDMAN SACHS GROUP INC | 15K | $13M | 2.5% | ±0% |
| 8 | URI | UNITED RENTALS INC | 17K | $13M | 2.4% | +1% |
| 9 | RTX | RTX CORPORATION | 61K | $12M | 2.3% | ±0% |
| 10 | JNJ | JOHNSON & JOHNSON | 45K | $11M | 2.1% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Trust is a Other fund managing $507 million in assets. The fund runs a portfolio of 188 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed