Legacy Trust
- SEC CIK
- 0001772483
- Latest filing
- Jul 31, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Apr 3, 2023. Long positions only.
- Positions
- 151
- No filing for Q3 2022
- Portfolio value
- $323.9M
- No filing for Q3 2022
Legacy Trust did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ROPRoper Technologies Inc | Stock | 4,670 | $2.02M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 16,881 | $2.03M | 0.6% | – | – | History |
| ZTSZoetis Inc. | Stock | 14,113 | $2.07M | 0.6% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 4,042 | $2.23M | 0.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 26,560 | $2.23M | 0.7% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 25,985 | $2.28M | 0.7% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 34,448 | $2.45M | 0.8% | – | – | History |
| INTUIntuit Inc. | Stock | 6,326 | $2.46M | 0.8% | – | – | History |
| CHWYChewy, Inc. | CL A | 69,444 | $2.57M | 0.8% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,094 | $2.59M | 0.8% | – | – | – |
| ELVElevance Health, Inc. | Stock | 5,176 | $2.66M | 0.8% | – | – | History |
| HDHome Depot, Inc. | Stock | 8,414 | $2.66M | 0.8% | – | – | History |
| WYNNWynn Resorts Ltd | COM | 32,644 | $2.69M | 0.8% | – | – | History |
| BF.BBrown Forman Corp | Stock | 41,385 | $2.72M | 0.8% | – | – | History |
| DBXDropbox, Inc. | CL A | 129,814 | $2.91M | 0.9% | – | – | History |
| GNTXGentex Corp | COM | 106,646 | $2.91M | 0.9% | – | – | History |
| ALGNAlign Technology Inc | COM | 14,077 | $2.97M | 0.9% | – | – | History |
| KOCoca Cola Co | Stock | 46,881 | $2.98M | 0.9% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 43,310 | $3.23M | 1.0% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 48,694 | $3.34M | 1.0% | – | – | History |
| USBUS Bancorp DE | COM NEW | 84,448 | $3.68M | 1.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 37,953 | $4.17M | 1.3% | – | – | History |
| VLOValero Energy Corp | Stock | 33,347 | $4.23M | 1.3% | – | – | History |
| CMICummins Inc | Stock | 17,916 | $4.34M | 1.3% | – | – | History |
| INCYIncyte Corp | COM | 56,382 | $4.53M | 1.4% | – | – | History |
| NKENIKE, Inc. | Stock | 40,080 | $4.69M | 1.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 53,426 | $4.71M | 1.5% | – | – | History |
| AXPAmerican Express Co | Stock | 31,922 | $4.72M | 1.5% | – | – | History |
| LENLennar Corp | CL A | 53,610 | $4.85M | 1.5% | – | – | History |
| TJXTJX Companies Inc | Stock | 61,039 | $4.86M | 1.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 36,932 | $4.95M | 1.5% | – | – | History |
| SYKStryker Corp | Stock | 20,395 | $4.99M | 1.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 11,235 | $5.13M | 1.6% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 23,273 | $5.14M | 1.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,427 | $5.18M | 1.6% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 37,522 | $5.24M | 1.6% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 15,418 | $5.29M | 1.6% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 30,889 | $5.39M | 1.7% | – | – | – |
| RTXRTX Corp | Stock | 54,120 | $5.46M | 1.7% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 9,865 | $5.49M | 1.7% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 37,596 | $5.64M | 1.7% | – | – | History |
| JNJJohnson & Johnson | Stock | 38,107 | $6.73M | 2.1% | – | – | History |
| ALBAlbemarle Corp | Stock | 31,631 | $6.86M | 2.1% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 72,897 | $6.90M | 2.1% | – | – | – |
| VVisa Inc. | Stock | 39,384 | $8.18M | 2.5% | – | – | History |
| URIUnited Rentals, Inc. | COM | 23,133 | $8.22M | 2.5% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 21,531 | $8.27M | 2.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 43,952 | $10.5M | 3.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,054 | $11.5M | 3.5% | – | – | History |
| AAPLApple Inc. | Stock | 125,124 | $16.3M | 5.0% | – | – | History |
| SUISun Communities Inc | COM | 145,043 | $20.7M | 6.4% | – | – | History |