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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 11 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SNDK SANDISK CORP Technology 91.0 $207K 0.04% NEW $2273.73 -29.8%
202 HBAN HUNTINGTON BANCSHARES INC Financial Services 11,576.0 $205K 0.04% -1K -8.8% $17.73 -3.9%
203 EBAY EBAY INC. Consumer Cyclical 1,832.0 $205K 0.04% NEW $111.75 -6.8%
204 FIX COMFORT SYS USA INC Industrials 103.0 $204K 0.04% NEW $1981.95 -16.5%
205 PGR PROGRESSIVE CORP Financial Services 933.0 $204K 0.04% NEW $218.45 +0.4%
206 WFC WELLS FARGO & CO Financial Services 2,462.0 $203K 0.04% NEW $82.64 +1.5%
207 MDT MEDTRONIC PLC Healthcare 2,595.0 $203K 0.04% -636.0 -19.7% $78.23 +19.3%
208 F FORD MTR CO Consumer Cyclical 14,141.0 $197K 0.04% -230.0 -1.6% $13.90 +3.7%
209 VRCA VERRICA PHARMACEUTICALS INC Healthcare 16,584.0 $101K 0.02% -650.0 -3.8% $6.12 -21.2%
210 UFPI UFP INDUSTRIES INC Basic Materials 840.0 $76K 0.01% $90.74 -2.1%
Page 11 of 11  ·  210 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%