Legacy Trust 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LT Legacy Trust | Institutional Filer | ▼ 2.39% | $521.9M | 203 |
Current Portfolio Holdings
Showing all 203 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 126K | $31.9M | 6.10% |
| 2 | IVV | ISHARES TR | — | 43K | $28.1M | 5.39% |
| 3 | MSFT | Microsoft Corporation | Technology | 45K | $16.8M | 3.22% |
| 4 | GOOGL | Alphabet Inc. | Technology | 54K | $15.6M | 3.00% |
| 5 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 43K | $14.5M | 2.78% |
| 6 | NVDA | NVIDIA Corporation | Technology | 75K | $13.1M | 2.50% |
| 7 | GS | The Goldman Sachs Group, Inc. | Financial Services | 15K | $13.0M | 2.50% |
| 8 | URI | United Rentals, Inc. | Industrials | 17K | $12.7M | 2.43% |
| 9 | RTX | RTX Corporation | Industrials | 61K | $11.8M | 2.27% |
| 10 | JNJ | Johnson & Johnson | Healthcare | 45K | $11.0M | 2.11% |
| 11 | PANW | Palo Alto Networks, Inc. | Technology | 68K | $11.0M | 2.10% |
| 12 | V | Visa Inc. | Financial Services | 36K | $10.8M | 2.07% |
| 13 | LNG | Cheniere Energy, Inc. | Energy | 37K | $10.6M | 2.03% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 50K | $10.4M | 2.00% |
| 15 | GWW | W.W. Grainger, Inc. | Industrials | 9K | $10.3M | 1.98% |
Showing 1 to 15 of 203 holdings