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Legacy Trust

Portfolio Manager
Legacy Trust
Performance
-5.96% (2026 Q1)
AUM (13F)
$3.09M
# of Holdings
203
Performance Rank
Allocation (Top 20)
51.7%

Legacy Trust Holdings Map

Top 50 Legacy Trust Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6.1%125.5K$31.9M
+1.02%(+1.27K)
2025-Q1: 85.1K shares2025-Q2: 77.6K shares2025-Q3: 122.8K shares2025-Q4: 124.2K shares2026-Q1: 125.5K shares
$171.41(+65.79%)
2026-03-31
IVV
ISHARES TR
5.39%43.0K$28.1M
+8.31%(+3.30K)
2025-Q1: 24.4K shares2025-Q2: 36.0K shares2025-Q3: 37.4K shares2025-Q4: 39.7K shares2026-Q1: 43.0K shares
$504.98(+43.96%)
2026-03-31
MSFT
MICROSOFT CORP
3.22%45.4K$16.8M
+2.35%(+1.04K)
2025-Q1: 40.9K shares2025-Q2: 37.5K shares2025-Q3: 42.9K shares2025-Q4: 44.4K shares2026-Q1: 45.4K shares
$287.28(+43.20%)
2026-03-31
GOOGL
ALPHABET INC
3%54.4K$15.6M
+0.29%(+158)
2025-Q1: 54.6K shares2025-Q2: 50.3K shares2025-Q3: 53.4K shares2025-Q4: 54.2K shares2026-Q1: 54.4K shares
$103.71(+274.54%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.78%43.0K$14.5M
-0.81%(-352)
2025-Q1: 44.9K shares2025-Q2: 41.2K shares2025-Q3: 43.5K shares2025-Q4: 43.3K shares2026-Q1: 43.0K shares
$83.57(+371.94%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.5%74.9K$13.1M
-14.22%(-12.43K)
2025-Q1: 28.4K shares2025-Q2: 26.9K shares2025-Q3: 89.5K shares2025-Q4: 87.4K shares2026-Q1: 74.9K shares
$127.80(+53.76%)
2026-03-31
GS
GOLDMAN SACHS GROUP INC
2.5%15.4K$13.0M
-0.32%(-50)
2025-Q1: 16.8K shares2025-Q2: 15.8K shares2025-Q3: 15.4K shares2025-Q4: 15.5K shares2026-Q1: 15.4K shares
$327.32(+180.73%)
2026-03-31
URI
UNITED RENTALS INC
2.43%17.4K$12.7M
+0.78%(+135)
2025-Q1: 18.8K shares2025-Q2: 17.5K shares2025-Q3: 17.3K shares2025-Q4: 17.3K shares2026-Q1: 17.4K shares
$317.41(+194.24%)
2026-03-31
RTX
RTX CORPORATION
2.27%61.4K$11.8M
-0.18%(-111)
2025-Q1: 55.4K shares2025-Q2: 52.4K shares2025-Q3: 57.7K shares2025-Q4: 61.5K shares2026-Q1: 61.4K shares
$102.89(+68.02%)
2026-03-31
JNJ
JOHNSON & JOHNSON
2.11%45.0K$11.0M
+2.67%(+1.17K)
2025-Q1: 42.1K shares2025-Q2: 39.6K shares2025-Q3: 41.2K shares2025-Q4: 43.9K shares2026-Q1: 45.0K shares
$171.15(+31.78%)
2026-03-31

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