§ 13F · FUND PROFILE
Sierra Legacy Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135.1T (13F)Positions · 67Turnover · — · Q3Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 205K | $22.7T | 16.8% | — |
| 2 | MSFT | MICROSOFT CORP | 16K | $8.1T | 6.0% | — |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 12K | $5.8T | 4.3% | — |
| 4 | BIL | SPDR SERIES TRUST | 56K | $5.2T | 3.8% | — |
| 5 | TJX | TJX COS INC NEW | 35K | $5.0T | 3.7% | — |
| 6 | ROST | ROSS STORES INC | 27K | $4.1T | 3.1% | — |
| 7 | ALLE | ALLEGION PLC | 22K | $3.9T | 2.9% | — |
| 8 | CMI | CUMMINS INC | 9K | $3.7T | 2.7% | — |
| 9 | AAPL | APPLE INC | 14K | $3.5T | 2.6% | — |
| 10 | LMT | LOCKHEED MARTIN CORP | 7K | $3.3T | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIERRA SIGNAL
AC read
Sierra Legacy Group is a Other fund managing $135128.4 trillion in assets. The fund runs a portfolio of 67 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