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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE Industrials 623.0 $233K 0.04% -405.0 -39.4% $373.73 -6.5%
82 WSO WATSCO INC Industrials 546.0 $228K 0.04% -5.0 -0.9% $416.73 -27.5%
83 CEG CONSTELLATION ENERGY CORP Utilities 901.0 $224K 0.04% -10.0 -1.1% $248.37 +12.1%
84 HBAN HUNTINGTON BANCSHARES INC Financial Services 11,576.0 $205K 0.04% -1K -8.8% $17.73 -4.4%
85 MDT MEDTRONIC PLC Healthcare 2,595.0 $203K 0.04% -636.0 -19.7% $78.23 +16.5%
86 F FORD MTR CO Consumer Cyclical 14,141.0 $197K 0.04% -230.0 -1.6% $13.90 +0.4%
87 VRCA VERRICA PHARMACEUTICALS INC Healthcare 16,584.0 $101K 0.02% -650.0 -3.8% $6.12 -19.3%
Page 5 of 5  ·  87 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%