Sierra Legacy Group: 13F holdings
CIK 20567662026Q2
| Positions | 79 |
|---|
| Reported value | $129.1m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 79 (+2 vs prior quarter) |
|---|
| Reported value | $129.1m (-1.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SHV ISHARES TR | 161,125 | $17.8m | 13.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 13,202 | $6.6m | 5.1% |
| MSFT MICROSOFT CORP | 16,109 | $6.0m | 4.7% |
| ROST ROSS STORES INC | 25,863 | $5.5m | 4.3% |
| TJX TJX COS INC NEW | 33,862 | $5.1m | 4.0% |
| AAPL APPLE INC | 13,929 | $4.0m | 3.1% |
| CMI CUMMINS INC | 5,223 | $3.7m | 2.9% |
| ALLEGION PLC | 23,696 | $3.3m | 2.6% |
| LMT LOCKHEED MARTIN CORP | 6,406 | $3.3m | 2.5% |
| V VISA INC | 8,837 | $3.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056766")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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