StockDriftsStockDriftsTop 50 Legacy Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.52% | 41.7K | $31.2M | -3.12%(-1.34K) | $504.98(+54.25%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.91% | 95.9K | $27.7M | -23.62%(-29.64K) | $173.02(+76.50%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 4.07% | 67.4K | $23.0M | -1.26%(-861) | $82.18(+360.19%) | 2026-06-30 | |
| URI | UNITED RENTALS INC | 3.46% | 17.3K | $19.6M | -0.93%(-162) | $317.41(+264.22%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.33% | 52.7K | $18.8M | -3.20%(-1.74K) | $103.72(+232.34%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.27% | 38.7K | $18.5M | -9.80%(-4.21K) | $83.57(+410.79%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.9% | 44.0K | $16.4M | -3.14%(-1.43K) | $287.28(+69.20%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.71% | 15.2K | $15.3M | -1.69%(-261) | $327.32(+219.99%) | 2026-06-30 | |
| GWW | WW GRAINGER INC | 2.26% | 9.4K | $12.8M | -0.94%(-89) | $537.05(+145.25%) | 2026-06-30 | |
| CMI | CUMMINS INC | 2.24% | 17.8K | $12.7M | -1.07%(-193) | $234.57(+174.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.73% | +80.40% | — | — | +111.72% |
| Top 20 Holdings Unweighted | +23.03% | +86.23% | — | — | +119.14% |
Legacy Trust reports $565.60M in US-listed equity holdings across 210 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.5%), AAPL (4.9%) and PANW (4.1%). The top 20 holdings account for 52.5% of reported assets. Its disclosed equity book has returned +80.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1772483). View Legacy Trust’s 13F filings on SEC