§ 13F · FUND PROFILE
Legacy Trust.
AUM · $566M (13F)Positions · 210Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 42K | $31M | 5.5% | −3% |
| 2 | AAPL | APPLE INC | 96K | $28M | 4.9% | −24% |
| 3 | PANW | PALO ALTO NETWORKS INC | 67K | $23M | 4.1% | −1% |
| 4 | URI | UNITED RENTALS INC | 17K | $20M | 3.5% | −1% |
| 5 | GOOGL | ALPHABET INC | 53K | $19M | 3.3% | −3% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 39K | $19M | 3.3% | −10% |
| 7 | MSFT | MICROSOFT CORP | 44K | $16M | 2.9% | −3% |
| 8 | GS | GOLDMAN SACHS GROUP INC | 15K | $15M | 2.7% | −2% |
| 9 | GWW | WW GRAINGER INC | 9K | $13M | 2.3% | −1% |
| 10 | CMI | CUMMINS INC | 18K | $13M | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Trust is a Other fund managing $566 million in assets. The fund runs a broad portfolio of 210 positions.
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