Q2 2026 13F · SEC CIK 1772483

Legacy Trust

Investment managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $565.6M
Reported positions: 210
Top holdings a year, 3 yrs: +23.2%
Average holding period: 3.8 yrs

Legacy Trust is an investment manager that reported 210 positions worth $565.6M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Ishares Tr (IVV, 5.5%), Apple Inc (AAPL, 4.9%), Palo Alto Networks Inc (PANW, 4.1%). A portfolio copying its top holdings returned 23.2% a year over the last 3 years, against 20.4% for the S&P 500.

Legacy Trust holdings largest 50 of 210 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Trust 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	5.5%	5.4%	41,688	-3.1%	$31.2M
AAPLApple Inc	4.9%	6.1%	95,877	-23.6%	$27.7M
PANWPalo Alto Networks Inc	4.1%	2.1%	67,441	-1.3%	$23.0M
URIUnited Rentals Inc	3.5%	2.4%	17,263	-0.9%	$19.6M
GOOGLAlphabet Inc	3.3%	3.0%	52,660	-3.2%	$18.8M
TSMTaiwan Semiconductor Manufac	3.3%	2.8%	38,747	-9.8%	$18.5M
MSFTMicrosoft Corp	2.9%	3.2%	43,996	-3.1%	$16.4M
GSGoldman Sachs Group Inc	2.7%	2.5%	15,155	-1.7%	$15.3M
GWWWw Grainger Inc	2.3%	2.0%	9,381	-0.9%	$12.8M
CMICummins Inc	2.2%	1.9%	17,796	-1.1%	$12.7M
VVisa Inc	2.1%	2.1%	35,430	-0.8%	$12.2M
JNJJohnson & Johnson	2.0%	2.1%	44,753	-0.7%	$11.4M
IJRIshares Tr	2.0%	1.8%	75,604	-2.3%	$11.2M
SPYState Str Spdr S&p 500 ETF T	1.9%	1.7%	14,247	+1.8%	$10.6M
AXPAmerican Express Co	1.9%	1.9%	31,345	-2.8%	$10.6M
SYKStryker Corporation	1.7%	1.9%	30,167	-0.9%	$9.5M
AMZNAmazon Com Inc	1.6%	2.0%	38,019	-24.2%	$9.1M
LNGCheniere Energy Inc	1.6%	2.0%	37,337	-0.2%	$8.9M
RTXRtx Corporation	1.6%	2.3%	46,824	-23.7%	$8.9M
IJHIshares Tr	1.5%	1.5%	110,950	-3.8%	$8.6M
METAMeta Platforms Inc	1.5%	1.6%	14,927	+0.8%	$8.4M
EXPEExpedia Group Inc	1.4%	1.4%	31,736	-0.4%	$8.1M
COSTCostco Wholesale Corporation	1.4%	1.6%	8,671	+1.7%	$8.1M
IWVIshares Tr	1.4%	1.3%	18,331	-2.7%	$7.8M
JPMJpmorgan Chase & Co	1.4%	1.4%	23,810	-2.0%	$7.8M
QCOMQualcomm Inc	1.3%	1.0%	40,976	-1.1%	$7.6M
NVDANvidia Corporation	1.3%	2.5%	37,353	-50.2%	$7.5M
KLACKla Corp	1.2%	0.6%	22,160	+900.0%	$6.7M
TTWOTake-Two Interactive Softwar	1.1%	1.0%	25,368	+0.8%	$6.3M
IWMIshares Tr	1.1%	0.9%	19,765	+3.8%	$5.9M
LENLennar Corp	0.9%	0.9%	56,115	+0.9%	$5.1M
IWRIshares Tr	0.9%	0.8%	44,570	+3.7%	$4.9M
ALLYAlly Finl Inc	0.9%	0.8%	106,778	+2.4%	$4.9M
ISRGIntuitive Surgical Inc	0.8%	1.1%	11,840	-2.6%	$4.7M
GOOGAlphabet Inc	0.8%	0.8%	12,755	-13.2%	$4.5M
INCYIncyte Corp	0.8%	0.7%	37,927	+1.9%	$4.3M
EFAIshares Tr	0.8%	0.7%	41,202	+3.6%	$4.3M
USBUS Bancorp	0.8%	0.7%	70,237	+0.9%	$4.2M
HDHome Depot Inc	0.6%	0.7%	10,321	-1.0%	$3.6M
WYNNWynn Resorts Ltd	0.6%	0.7%	36,539	+1.9%	$3.5M
UBERUber Technologies Inc	0.6%	0.7%	49,018	+2.1%	$3.5M
ALBAlbemarle Corp	0.6%	0.9%	25,878	+0.8%	$3.5M
EEMIshares Tr	0.6%	0.5%	50,128	+1.0%	$3.4M
CRMSalesforce Inc	0.6%	0.8%	20,528	-9.4%	$3.2M
DISDisney Walt Co	0.5%	0.6%	32,016	+2.9%	$3.1M
LLYEli Lilly & Co	0.5%	—	2,406	—	$2.9M
INTCIntel Corp	0.5%	—	20,462	—	$2.9M
SNOWSnowflake Inc	0.5%	—	11,169	—	$2.8M
IWFIshares Tr	0.5%	—	21,501	—	$2.7M
ILMNIllumina Inc	0.5%	—	15,170	—	$2.7M

What Legacy Trust bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+900.0% shares

Reduced

NVDA Nvidia Corporation-50.2% shares
AMZN Amazon Com Inc-24.2% shares
RTX Rtx Corporation-23.7% shares
AAPL Apple Inc-23.6% shares
GOOG Alphabet Inc-13.2% shares
TSM Taiwan Semiconductor Manufac-9.8% shares
CRM Salesforce Inc-9.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.8% /yr; S&P 500 +20.1%
3 years: +23.2% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$565.6M	210
Q1 2026	$521.9M	203
Q4 2025	$534.7M	192
Q3 2025	$507.2M	188
Q2 2025	$407.7M	144
Q1 2025	$414.9M	159
Q4 2024	$430.9M	157
Q3 2024	$435.4M	159
Q2 2024	$402.1M	143
Q1 2024	$401.0M	149
Q4 2023	$384.1M	156
Q3 2023	$343.9M	156

Questions about Legacy Trust's portfolio

What stocks does Legacy Trust own?

Legacy Trust's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 210 positions worth $565.6M. The largest are Ishares Tr (IVV) at 5.5%, Apple Inc (AAPL) at 4.9%, Palo Alto Networks Inc (PANW) at 4.1%, United Rentals Inc (URI) at 3.5% and Alphabet Inc (GOOGL) at 3.3%.

What did Legacy Trust buy last quarter?

In Q2 2026, Legacy Trust added Kla Corp (KLAC) (+900.0% shares), compared with its Q1 2026 filing.

What did Legacy Trust sell last quarter?

In Q2 2026, Legacy Trust cut from its top 50 Dupont de Nemours Inc (DD), cut from its top 50 Chewy Inc (CHWY), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Tjx Cos Inc New (TJX), Nvidia Corporation (NVDA) (-50.2% shares), Amazon Com Inc (AMZN) (-24.2% shares) and Rtx Corporation (RTX) (-23.7% shares), compared with its Q1 2026 filing.

How has Legacy Trust's portfolio performed?

A portfolio copying Legacy Trust's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.8% against +20.1%.

When is Legacy Trust's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Trust's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.