Legacy Trust

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CIK 1772483

13F portfolio (2026-Q1)

$522M

Positions

203

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

203

Top 5

20.5%

Top 10

32.3%

Effective N

52.4

HHI

0.019

This quarter

16 new · 0 exit →

By sector

Information Technology23.5%

Unclassified20.7%

Industrials11.6%

Financials11.3%

Consumer Discretionary9.4%

Health Care8.5%

Communication Services6.2%

Materials3.5%

Other5.3%

By market cap

Mega (>$200B)41.5%

Large ($10–200B)34.1%

Unknown23.5%

Mid ($2–10B)0.9%

Micro (<$300M)0.0%

By region

North America76.5%

Other20.7%

Asia-Pacific2.8%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	21.08%	60
Technology Hardware & Equipment	9.86%	8
Semiconductors & Semiconductor Equipment	6.40%	9
Software	6.07%	8
Commercial Services & Supplies	5.99%	8
Specialty Retail	5.57%	8
Software & IT Services	5.43%	3
Banks	4.93%	6
Pharmaceuticals & Biotechnology	3.99%	10
Health Care Equipment & Supplies	3.54%	6
Chemicals	3.44%	9
Capital Markets	2.99%	6
Aerospace & Defense	2.63%	5
Utilities	2.58%	6
Machinery	2.55%	9
Distributors	2.02%	2
Oil, Gas & Consumable Fuels	1.80%	6
Transportation Infrastructure	1.41%	1
Hotels, Restaurants & Leisure	1.31%	3
Communications Equipment	1.02%	1
Life Sciences Tools & Services	1.02%	2
Construction & Engineering	1.01%	2
Entertainment	0.57%	1
Beverages	0.52%	2
Automobiles & Components	0.37%	4
Road & Rail	0.36%	3
Insurance	0.35%	2
Airlines	0.21%	1
Electrical Equipment & Components	0.18%	3
Diversified Telecommunication Services	0.17%	2
Textiles, Apparel & Luxury Goods	0.16%	1
Tobacco	0.16%	2
Equity Real Estate Investment Trusts (REITs)	0.12%	1
Food Products	0.09%	1
Metals & Mining	0.07%	1
Paper & Forest Products	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	6.10%
2	IVV	ISHARES TR	Unclassified	5.39%
3	MSFT	MICROSOFT CORP	Information Technology	3.22%
4	GOOGL	Alphabet Inc.	Communication Services	3.00%
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	Information Technology	2.78%
6	NVDA	NVIDIA CORP	Information Technology	2.50%
7	GS	GOLDMAN SACHS GROUP INC	Financials	2.50%
8	URI	UNITED RENTALS, INC.	Industrials	2.43%
9	RTX	RTX Corp	Industrials	2.27%
10	JNJ	JOHNSON & JOHNSON	Health Care	2.11%

144/203 names classified · sector 79.3% of weight · industry 78.9% · mkt cap 76.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 14 quarters

Information TechnologyAAPL, MSFT, PANW, TSM, NVDA · other

FinancialsV, GS, JPM, AXP, USB · other

Consumer DiscretionaryGWW, COST, AMZN, TJX, LULU · other

IndustrialsURI, RTX, LEN, CMI, EXPE · other

Health CareJNJ, SYK, ISRG, ALGN, INCY · other

Communication ServicesGOOGL, META, DIS, GOOG, T · other

MaterialsALB, DD, NKE, ECL, EL · other

UtilitiesLNG, NEE, SO, DUK, CEG · other

Real EstateSUI, SBAC, AMT

Consumer StaplesPEP, BF.B, KO, ADM, PM · other

EnergyVLO, EOG, XOM, CVX, MPC · other

UnclassifiedIVV, SPY, IJR, IWV, IWM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 79.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (139 classified)Legacy Trust centroid (Large Core)

Information TechnologyIndustrialsFinancialsConsumer DiscretionaryHealth CareCommunication ServicesMaterialsUtilitiesEnergyConsumer StaplesReal Estate

Style box summary for Legacy Trust: centroid Large Core. Heaviest cells: Large Growth 28.3%, Large Core 19.8%, Large Value 7.6%.

Classified: 75.1% of book weight (139/203 names) · unclassified 24.9%: IVV, TSM, IJR, SPY, IJH, IWV, TTWO, IWM, IWR, EFA +54 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 203 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	125,520	$32M	6.1%	HOLD
2	IVVISHARES TR	43,030	$28M	5.4%	ADD 8%
3	MSFTMICROSOFT CORP	45,423	$17M	3.2%	ADD 2%
4	GOOGLALPHABET INC	54,401	$16M	3.0%	HOLD
5	TSMTAIWAN SEMICONDUCTOR MFG LTD	42,955	$15M	2.8%	HOLD
6	NVDANVIDIA CORPORATION	74,948	$13M	2.5%	TRIM −14%
7	GSGOLDMAN SACHS GROUP INC	15,416	$13M	2.5%	HOLD
8	URIUNITED RENTALS INC	17,425	$13M	2.4%	HOLD
9	RTXRTX CORPORATION	61,364	$12M	2.3%	HOLD
10	JNJJOHNSON & JOHNSON	45,048	$11M	2.1%	ADD 3%
11	PANWPALO ALTO NETWORKS INC	68,302	$11M	2.1%	ADD 3%
12	VVISA INC	35,710	$11M	2.1%	HOLD
13	LNGCheniere Energy, Inc	37,402	$11M	2.0%	HOLD
14	AMZNAMAZON COM INC	50,131	$10M	2.0%	ADD 2%
15	GWWWW GRAINGER INC	9,470	$10M	2.0%	HOLD
16	SYKSTRYKER CORPORATION	30,452	$10M	1.9%	ADD 36%
17	AXPAMERICAN EXPRESS CO	32,239	$10M	1.9%	ADD 3%
18	CMICUMMINS INC	17,989	$10M	1.9%	HOLD
19	IJRISHARES TR	77,379	$10M	1.8%	HOLD
20	SPYSTATE STR SPDR S&P 500 ETF T	13,992	$9M	1.7%	HOLD
21	COSTCOSTCO WHSL CORP NEW	8,527	$8M	1.6%	HOLD
22	METAMETA PLATFORMS INC	14,804	$8M	1.6%	HOLD
23	IJHISHARES TR	115,330	$8M	1.5%	ADD 5%
24	EXPEEXPEDIA GROUP INC	31,871	$7M	1.4%	HOLD
25	JPMJPMORGAN CHASE & CO	24,304	$7M	1.4%	TRIM −39%
26	IWVISHARES TR	18,848	$7M	1.3%	TRIM −4%
27	ISRGINTUITIVE SURGICAL INC	12,161	$6M	1.1%	ADD 2%
28	QCOMQUALCOMM INC	41,444	$5M	1.0%	ADD 3%
29	TTWOTAKE-TWO INTERACTIVE SOFTWAR	25,173	$5M	1.0%	HOLD
30	LENLENNAR CORP	55,615	$5M	0.9%	ADD 3%
31	IWMISHARES TR	19,035	$5M	0.9%	HOLD
32	DDDUPONT DE NEMOURS INC	100,879	$5M	0.9%	ADD 2%
33	ALBALBEMARLE CORP	25,676	$5M	0.9%	HOLD
34	CRMSALESFORCE INC	22,655	$4M	0.8%	ADD 1245%
35	GOOGALPHABET INC	14,697	$4M	0.8%	ADD 10%
36	IWRISHARES TR	42,980	$4M	0.8%	HOLD
37	ALLYALLY FINL INC	104,313	$4M	0.8%	ADD 4%
38	EFAISHARES TR	39,772	$4M	0.7%	HOLD
39	WYNNWYNN RESORTS LTD	35,871	$4M	0.7%	ADD 5%
40	USBUS BANCORP	69,645	$4M	0.7%	ADD 3%
41	INCYINCYTE CORP	37,202	$4M	0.7%	ADD 3%
42	UBERUBER TECHNOLOGIES INC	48,033	$3M	0.7%	ADD 15%
43	HDHOME DEPOT INC	10,423	$3M	0.7%	TRIM −10%
44	KLACKLA CORP	2,216	$3M	0.6%	HOLD
45	CHWYCHEWY INC	117,470	$3M	0.6%	ADD 5%
46	DISDISNEY WALT CO	31,103	$3M	0.6%	ADD 3%
47	EEMISHARES TR	49,643	$3M	0.5%	ADD 13%
48	ORCLORACLE CORP	18,640	$3M	0.5%	HOLD
49	XOMEXXON MOBIL CORP	15,494	$3M	0.5%	ADD 14%
50	TJXTJX COS INC NEW	15,704	$3M	0.5%	HOLD
51	NKENIKE INC	45,761	$2M	0.5%	ADD 9%
52	IWFISHARES TR	5,659	$2M	0.5%	TRIM −7%
53	EOGEOG RES INC	16,535	$2M	0.5%	ADD 15%
54	PYPLPAYPAL HLDGS INC	52,824	$2M	0.5%	ADD 5%
55	LLYELI LILLY & CO	2,510	$2M	0.4%	ADD 8%
56	BRK.BBERKSHIRE HATHAWAY INC DEL	4,641	$2M	0.4%	TRIM −5%
57	ECLECOLAB INC	8,097	$2M	0.4%	HOLD
58	ELLAUDER ESTEE COS INC	26,870	$2M	0.4%	ADD 10%
59	ILMNILLUMINA INC	14,745	$2M	0.3%	ADD 9%
60	ABBVABBVIE INC	8,177	$2M	0.3%	ADD 11%
61	PEPPEPSICO INC	10,855	$2M	0.3%	HOLD
62	SBUXSTARBUCKS CORP	18,524	$2M	0.3%	HOLD
63	AVGOBROADCOM INC	5,345	$2M	0.3%	ADD 54%
64	VLOVALERO ENERGY CORP	6,694	$2M	0.3%	HOLD
65	TMOTHERMO FISHER SCIENTIFIC INC	3,326	$2M	0.3%	HOLD
66	ALGNALIGN TECHNOLOGY INC	9,249	$2M	0.3%	ADD 12%
67	ZTSZOETIS INC	13,285	$2M	0.3%	HOLD
68	CVXCHEVRON CORP NEW	7,512	$2M	0.3%	HOLD
69	MCDMCDONALDS CORP	4,984	$2M	0.3%	HOLD
70	NEENEXTERA ENERGY INC	16,445	$2M	0.3%	HOLD
71	ROPROPER TECHNOLOGIES INC	4,299	$2M	0.3%	HOLD
72	ELVELEVANCE HEALTH INC FORMERLY	5,175	$2M	0.3%	HOLD
73	VOVANGUARD INDEX FDS	4,808	$1M	0.3%	HOLD
74	APHAMPHENOL CORP	10,747	$1M	0.3%	HOLD
75	GNTXGENTEX CORP	61,978	$1M	0.3%	HOLD
76	ADBEADOBE INC	5,002	$1M	0.2%	HOLD
77	DVYISHARES TR	7,835	$1M	0.2%	HOLD
78	VIGVANGUARD SPECIALIZED FUNDS	5,477	$1M	0.2%	TRIM −2%
79	VEAVANGUARD TAX-MANAGED FDS	18,322	$1M	0.2%	TRIM −18%
80	FDXFEDEX CORP	3,035	$1M	0.2%	HOLD
81	CATCATERPILLAR INC	1,491	$1M	0.2%	TRIM −13%
82	DGROISHARES CORE DIVIDEND GROWTH ETF	14,992	$1M	0.2%	HOLD
83	AMGNAMGEN INC	2,984	$1M	0.2%	HOLD
84	CSCOCISCO SYS INC	13,472	$1M	0.2%	TRIM −11%
85	INTCINTEL CORP	23,685	$1M	0.2%	HOLD
86	KOCOCA COLA CO	13,587	$1M	0.2%	ADD 7%
87	IWBISHARES TR	2,885	$1M	0.2%	TRIM −3%
88	UNPUNION PAC CORP	3,977	$964,900	0.2%	HOLD
89	PGPROCTER AND GAMBLE CO	6,542	$944,926	0.2%	ADD 4%
90	FITBFIFTH THIRD BANCORP	19,950	$926,877	0.2%	ADD 9%
91	IWDISHARES TR	4,285	$915,576	0.2%	TRIM −17%
92	IEFAISHARES TR	9,867	$893,260	0.2%	ADD 37%
93	VTIVANGUARD INDEX FDS	2,761	$885,756	0.2%	HOLD
94	QUALISHARES TR	4,516	$866,304	0.2%	HOLD
95	LULULULULEMON ATHLETICA INC	5,560	$851,236	0.2%	ADD 21%
96	IJTISHARES TR	5,785	$837,147	0.2%	HOLD
97	ACIOETF SER SOLUTIONS	19,632	$823,759	0.2%	HOLD
98	AMPAMERIPRISE FINL INC	1,848	$821,251	0.2%	HOLD
99	ABTABBOTT LABS	7,912	$812,325	0.2%	TRIM −20%
100	IBMINTERNATIONAL BUSINESS MACHS	3,349	$811,764	0.2%	HOLD
101	PRFZINVESCO EXCHANGE TRADED FD T	17,065	$782,772	0.1%	HOLD
102	VOOVANGUARD INDEX FDS	1,308	$781,595	0.1%	HOLD
103	PFEPFIZER INC	27,593	$774,811	0.1%	ADD 28%
104	MRKMERCK & CO INC	6,303	$758,188	0.1%	ADD 3%
105	QQQINVESCO QQQ TR	1,292	$745,717	0.1%	HOLD
106	MPCMARATHON PETE CORP	3,001	$732,784	0.1%	HOLD
107	IWOISHARES TR	2,291	$718,939	0.1%	HOLD
108	EMXCISHARES INC	8,922	$701,805	0.1%	ADD 93%
109	INTUINTUIT	1,621	$700,888	0.1%	TRIM −16%
110	ACNACCENTURE PLC IRELAND	3,438	$681,721	0.1%	HOLD
111	IDXXIDEXX LABS INC	1,196	$672,020	0.1%	HOLD
112	NSCNORFOLK SOUTHN CORP	2,197	$630,539	0.1%	HOLD
113	AMTAMERICAN TOWER CORP	3,641	$628,364	0.1%	HOLD
114	PLTRPALANTIR TECHNOLOGIES INC	4,285	$626,810	0.1%	HOLD
115	GLDSPDR GOLD TR	1,411	$607,139	0.1%	TRIM −3%
116	CLCOLGATE PALMOLIVE CO	7,105	$605,559	0.1%	HOLD
117	BLKBLACKROCK INC	611	$587,605	0.1%	HOLD
118	DEDEERE & CO	1,036	$583,579	0.1%	HOLD
119	EWEDWARDS LIFESCIENCES CORP	7,275	$582,582	0.1%	TRIM −51%
120	PTLCPACER FDS TR	10,903	$571,971	0.1%	HOLD
121	MUMICRON TECHNOLOGY INC	1,669	$563,855	0.1%	TRIM −7%
122	MAMASTERCARD INCORPORATED	1,120	$559,619	0.1%	HOLD
123	PTMCPACER FDS TR	15,285	$558,972	0.1%	ADD 12%
124	TAT&T INC	18,853	$546,548	0.1%	TRIM −3%
125	ETNEATON CORP PLC	1,522	$544,374	0.1%	NEW
126	FPXFIRST TR EXCHANGE-TRADED FD	3,329	$528,678	0.1%	HOLD
127	HONHONEYWELL INTL INC	2,319	$524,164	0.1%	HOLD
128	AMATAPPLIED MATLS INC	1,533	$523,964	0.1%	NEW
129	ICEINTERCONTINENTAL EXCHANGE IN	3,240	$509,587	0.1%	HOLD
130	MTUMISHARES TR	2,060	$494,379	0.1%	HOLD
131	PTNQPACER FDS TR	6,683	$487,592	0.1%	HOLD
132	IWNISHARES TR	2,568	$486,867	0.1%	HOLD
133	NOCNORTHROP GRUMMAN CORP	709	$483,708	0.1%	NEW
134	PTINPACER FDS TR	14,550	$473,166	0.1%	ADD 14%
135	AMDADVANCED MICRO DEVICES INC	2,325	$472,975	0.1%	HOLD
136	ADMARCHER DANIELS MIDLAND CO	6,417	$466,452	0.1%	HOLD
137	FVDFIRST TR EXCHANGE-TRADED FD	9,775	$459,718	0.1%	HOLD
138	JJACOBS SOLUTIONS INC	3,595	$457,572	0.1%	HOLD
139	LGLVSPDR SERIES TRUST	2,568	$457,361	0.1%	HOLD
140	PMPHILIP MORRIS INTL INC	2,757	$455,842	0.1%	ADD 7%
141	SOSOUTHERN CO	4,691	$452,775	0.1%	TRIM −3%
142	BIVVANGUARD BD INDEX FDS	5,801	$447,721	0.1%	TRIM −7%
143	GDGENERAL DYNAMICS CORP	1,301	$446,529	0.1%	HOLD
144	EMREMERSON ELEC CO	3,361	$440,358	0.1%	HOLD
145	COPCONOCOPHILLIPS	3,305	$436,260	0.1%	TRIM −4%
146	BABOEING CO	2,177	$433,288	0.1%	HOLD
147	MMM3M CO	2,972	$431,624	0.1%	TRIM −3%
148	VVVANGUARD INDEX FDS	1,435	$428,850	0.1%	HOLD
149	SDYSPDR SER TR	2,928	$427,312	0.1%	HOLD
150	IVWISHARES TR	3,642	$411,947	0.1%	HOLD
151	MINTPIMCO ETF TR	4,000	$402,280	0.1%	HOLD
152	ADSKAUTODESK INC	1,655	$396,207	0.1%	HOLD
153	LINLINDE PLC	799	$396,112	0.1%	HOLD
154	USMVISHARES TR	4,265	$395,536	0.1%	HOLD
155	MOALTRIA GROUP INC	5,971	$394,026	0.1%	TRIM −5%
156	IQLTISHARES TR	8,500	$392,955	0.1%	NEW
157	FASTFASTENAL CO	8,417	$390,549	0.1%	HOLD
158	WMTWALMART INC	3,070	$381,540	0.1%	HOLD
159	DUKDUKE ENERGY CORP NEW	2,898	$379,464	0.1%	HOLD
160	NUENUCOR CORP	2,201	$372,189	0.1%	TRIM −5%
161	FTNTFORTINET INC	4,319	$352,949	0.1%	ADD 68%
162	FISVFISERV INC	6,236	$347,969	0.1%	HOLD
163	ROLROLLINS INC	6,500	$347,165	0.1%	HOLD
164	TTCTORO CO	3,599	$336,291	0.1%	HOLD
165	CMECME GROUP INC	1,134	$334,927	0.1%	HOLD
166	IEFISHARES TR	3,500	$334,040	0.1%	NEW
167	SLYGSPDR SERIES TRUST	3,450	$333,339	0.1%	HOLD
168	VYMIVANGUARD WHITEHALL FDS	3,500	$329,840	0.1%	HOLD
169	VZVERIZON COMMUNICATIONS INC	6,407	$321,631	0.1%	TRIM −18%
170	CARRCARRIER GLOBAL CORPORATION	5,691	$320,460	0.1%	ADD 4%
171	MSMORGAN STANLEY	1,932	$317,949	0.1%	NEW
172	RSPINVESCO EXCHANGE TRADED FD T	1,630	$312,830	0.1%	NEW
173	IAUISHARES GOLD TR	3,465	$305,474	0.1%	NEW
174	APDAIR PRODS & CHEMS INC	1,014	$294,557	0.1%	HOLD
175	NVTNVENT ELECTRIC PLC	2,468	$291,915	0.1%	NEW
176	GEGE AEROSPACE	1,028	$291,716	0.1%	TRIM −12%
177	TRVTRAVELERS COMPANIES INC	1,000	$291,680	0.1%	HOLD
178	VBVANGUARD INDEX FDS	1,076	$281,826	0.1%	ADD 7%
179	MDTMEDTRONIC PLC	3,231	$279,966	0.1%	HOLD
180	XMLVINVESCO EXCH TRADED FD TR II	4,414	$277,950	0.1%	HOLD
181	IVEISHARES TR	1,304	$275,340	0.1%	HOLD
182	SMDVPROSHARES TR	3,880	$266,904	0.1%	HOLD
183	IBHIISHARES TR	11,339	$264,006	0.1%	HOLD
184	XSLVINVESCO EXCH TRADED FD TR II	5,570	$262,879	0.1%	HOLD
185	MDYSPDR S&P MIDCAP 400 ETF TR	426	$262,740	0.1%	HOLD
186	LRCXLAM RESEARCH CORP	1,209	$258,315	0.0%	NEW
187	JBHTHUNT J B TRANS SVCS INC	1,215	$257,459	0.0%	HOLD
188	TGTTARGET CORP	2,106	$255,247	0.0%	TRIM −2%
189	CEGCONSTELLATION ENERGY CORP	911	$254,397	0.0%	HOLD
190	VUGVANGUARD INDEX FDS	542	$236,740	0.0%	ADD 27%
191	TMTOYOTA MOTOR CORP	1,140	$234,943	0.0%	HOLD
192	JAAAJANUS DETROIT STR TR	4,622	$232,810	0.0%	NEW
193	OKEONEOK INC NEW	2,521	$227,873	0.0%	NEW
194	SPTSSPDR SERIES TRUST	7,775	$226,875	0.0%	NEW
195	PHPARKER-HANNIFIN CORP	247	$221,124	0.0%	NEW
196	OTISOTIS WORLDWIDE CORP	2,798	$215,670	0.0%	ADD 3%
197	HUBBHUBBELL INC	434	$212,981	0.0%	NEW
198	WSOWATSCO INC	551	$200,448	0.0%	NEW
199	HBANHUNTINGTON BANCSHARES INC	12,692	$198,630	0.0%	ADD 8%
200	TSLATESLA INC	531	$197,399	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

86K

85K

78K

123K

124K

126K

$32M

IVVISHARES TR

22K

24K

36K

37K

40K

43K

$28M

MSFTMICROSOFT CORP

41K

37K

43K

44K

45K

$17M

GOOGLALPHABET INC

55K

50K

53K

54K

$16M

TSMTAIWAN SEMICONDUCTOR MFG LTD

45K

41K

44K

43K

$15M

NVDANVIDIA CORPORATION

28K

27K

89K

87K

75K

$13M

GSGOLDMAN SACHS GROUP INC

17K

16K

15K

$13M

URIUNITED RENTALS INC

19K

17K

$13M

RTXRTX CORPORATION

55K

52K

58K

61K

$12M

JNJJOHNSON & JOHNSON

41K

42K

40K

41K

44K

45K

$11M

PANWPALO ALTO NETWORKS INC

68K

66K

67K

68K

$11M

VVISA INC

37K

35K

36K

$11M

LNGCheniere Energy, Inc

39K

36K

37K

$11M

AMZNAMAZON COM INC

38K

35K

48K

49K

50K

$10M

GWWWW GRAINGER INC

10K

$10M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Legacy Trust

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 203 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Legacy Trust