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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNOW SNOWFLAKE INC Technology 11,169.0 $2.8M 0.50% NEW $254.50 +30.8%
2 WINN HARBOR ETF TRUST 18,872.0 $613K 0.11% NEW $32.47 +3.1%
3 OAKM HARRIS OAKMARK ETF TRUST 20,493.0 $577K 0.10% NEW $28.17 +12.1%
4 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 445.0 $429K 0.08% NEW $965.00 -11.9%
5 AAON AAON INC Industrials 2,085.0 $265K 0.05% NEW $126.86 -37.4%
6 BAC BANK OF AMER CORP Financial Services 3,962.0 $226K 0.04% NEW $56.98 +8.3%
7 VRTX VERTEX PHARMACEUTICALS INC Healthcare 432.0 $215K 0.04% NEW $496.73 +10.3%
8 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,175.0 $209K 0.04% NEW $178.24 +17.6%
9 EME EMCOR GROUP INC Industrials 252.0 $209K 0.04% NEW $829.88 -6.4%
10 SNDK SANDISK CORP Technology 91.0 $207K 0.04% NEW $2273.73 -29.8%
11 EBAY EBAY INC. Consumer Cyclical 1,832.0 $205K 0.04% NEW $111.75 -6.8%
12 FIX COMFORT SYS USA INC Industrials 103.0 $204K 0.04% NEW $1981.95 -16.5%
13 PGR PROGRESSIVE CORP Financial Services 933.0 $204K 0.04% NEW $218.45 +0.4%
14 WFC WELLS FARGO & CO Financial Services 2,462.0 $203K 0.04% NEW $82.64 +1.5%

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%