§ 13F · FUND PROFILE
Sierra Legacy Group.
AUM · $135M (13F)Positions · 67Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 161K | $18M | 13.8% | −12% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 13K | $7M | 5.1% | +14% |
| 3 | MSFT | MICROSOFT CORP | 16K | $6M | 4.7% | +2% |
| 4 | ROST | ROSS STORES INC | 26K | $6M | 4.3% | ±0% |
| 5 | TJX | TJX COS INC NEW | 34K | $5M | 4.0% | ±0% |
| 6 | AAPL | APPLE INC | 14K | $4M | 3.1% | ±0% |
| 7 | CMI | CUMMINS INC | 5K | $4M | 2.9% | −38% |
| 8 | ALLE | ALLEGION PLC | 24K | $3M | 2.6% | +4% |
| 9 | LMT | LOCKHEED MARTIN CORP | 6K | $3M | 2.5% | +2% |
| 10 | V | VISA INC | 9K | $3M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIERRA SIGNAL
AC read
Sierra Legacy Group is a Other fund managing $135 million in assets. The fund runs a portfolio of 67 positions.
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