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Portfolio (Quarterly) Guide ↗

Legacy Trust

· CIK 0001772483
13F Portfolio $566M AUM 210 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 50 Added 87 Reduced 7 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MS MORGAN STANLEY Financial Services 2,006.0 $419K 0.07% +74.0 +3.8% $209.04 +2.5%
42 FAST FASTENAL CO Industrials 8,507.0 $409K 0.07% +90.0 +1.1% $48.03 +6.7%
43 WMT WALMART INC Consumer Defensive 3,268.0 $370K 0.07% +198.0 +6.5% $113.26 -8.4%
44 JBHT HUNT J B TRANS SVCS INC Industrials 1,225.0 $355K 0.06% +10.0 +0.8% $289.43 -4.8%
45 TSLA TESLA INC Consumer Cyclical 682.0 $287K 0.05% +151.0 +28.4% $420.60 -13.7%
46 VUG VANGUARD INDEX FDS 3,252.0 $280K 0.05% +3K +500.0% $86.14 +1.6%
47 CME CME GROUP INC Financial Services 1,141.0 $252K 0.04% +7.0 +0.6% $220.83 +24.5%
48 PH PARKER-HANNIFIN CORP Industrials 257.0 $251K 0.04% +10.0 +4.0% $978.12 +2.4%
49 HUBB HUBBELL INC Industrials 439.0 $230K 0.04% +5.0 +1.1% $523.20 -10.2%
50 OKE ONEOK INC NEW Energy 2,561.0 $223K 0.04% +40.0 +1.6% $86.94 +7.4%
Page 3 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Financial Services 16.9%
Industrials 14.7%
Healthcare 10.9%
Consumer Cyclical 9.6%
Communication Services 8.3%
Energy 3.9%
Consumer Defensive 3.6%
Basic Materials 1.6%
Utilities 0.5%