Legacy Trust: 13F holdings
CIK 17724832026Q2
| Positions | 210 |
|---|
| Reported value | $565.6m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 210 (+7 vs prior quarter) |
|---|
| Reported value | $565.6m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 41,688 | $31.2m | 5.5% |
| AAPL APPLE INC | 95,877 | $27.7m | 4.9% |
| PANW PALO ALTO NETWORKS INC | 67,441 | $23.0m | 4.1% |
| URI UNITED RENTALS INC | 17,263 | $19.6m | 3.5% |
| GOOGL ALPHABET INC | 52,660 | $18.8m | 3.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 38,747 | $18.5m | 3.3% |
| MSFT MICROSOFT CORP | 43,996 | $16.4m | 2.9% |
| GS GOLDMAN SACHS GROUP INC | 15,155 | $15.3m | 2.7% |
| GWW WW GRAINGER INC | 9,381 | $12.8m | 2.3% |
| CMI CUMMINS INC | 17,796 | $12.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1772483")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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