StockDriftsStockDriftsTop 50 Sierra Legacy Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 13.78% | 161.1K | $17.8M | -11.67%(-21.28K) | $110.36(-0.17%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.12% | 13.2K | $6.6M | +13.56%(+1.58K) | $460.64(+13.61%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.66% | 16.1K | $6.0M | +1.84%(+291) | $424.82(+18.35%) | 2026-06-30 | |
| ROST | ROSS STORES INC | 4.27% | 25.9K | $5.5M | +0.00%(+0) | $150.76(+69.38%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 3.98% | 33.9K | $5.1M | +0.00%(+0) | $119.17(+32.87%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.12% | 13.9K | $4.0M | +0.00%(+0) | $232.36(+31.98%) | 2026-06-30 | |
| CMI | CUMMINS INC | 2.89% | 5.2K | $3.7M | -38.04%(-3.21K) | $336.20(+92.20%) | 2026-06-30 | |
| ALLE | ALLEGION PLC | 2.58% | 23.7K | $3.3M | +4.12%(+937) | $137.72(+21.92%) | 2026-06-30 | |
| LMT | LOCKHEED MARTIN CORP | 2.53% | 6.4K | $3.3M | +2.15%(+135) | $535.65(+11.78%) | 2026-06-30 | |
| V | VISA INC | 2.35% | 8.8K | $3.0M | +0.00%(+0) | $295.91(+22.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.81% |
Sierra Legacy Group reports $129.06M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are SHV (13.8%), BRK.B (5.1%) and MSFT (4.7%). The top 20 holdings account for 61.51% of reported assets. Its disclosed equity book has returned +7.21% cumulatively over 6 quarters. 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 Sierra Legacy Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056766). View Sierra Legacy Group’s 13F filings on SEC