Top 50 Legacy Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.1% | 125.5K | $31.9M | +1.02%(+1.27K) | $171.41(+65.79%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.39% | 43.0K | $28.1M | +8.31%(+3.30K) | $504.98(+43.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.22% | 45.4K | $16.8M | +2.35%(+1.04K) | $287.28(+43.20%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3% | 54.4K | $15.6M | +0.29%(+158) | $103.71(+274.54%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.78% | 43.0K | $14.5M | -0.81%(-352) | $83.57(+371.94%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.5% | 74.9K | $13.1M | -14.22%(-12.43K) | $127.80(+53.76%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 2.5% | 15.4K | $13.0M | -0.32%(-50) | $327.32(+180.73%) | 2026-03-31 | |
| URI | UNITED RENTALS INC | 2.43% | 17.4K | $12.7M | +0.78%(+135) | $317.41(+194.24%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.27% | 61.4K | $11.8M | -0.18%(-111) | $102.89(+68.02%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.11% | 45.0K | $11.0M | +2.67%(+1.17K) | $171.15(+31.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.34% | +61.56% |
| Top 20 Holdings Unweighted | +18.68% | +67.15% |
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