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Portfolio (Quarterly) Guide ↗

Legacy Trust

· CIK 0001772483
13F Portfolio $3.1B AUM 203 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 62 Added 50 Reduced 5 Exited
Page 3 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INCY INCYTE CORP Healthcare 37,202.0 $3.5M 0.67% +1K +3.0% $94.12 +3.5%
42 UBER UBER TECHNOLOGIES INC Technology 48,033.0 $3.5M 0.66% +6K +15.0% $71.93 +3.7%
43 HD HOME DEPOT INC Consumer Cyclical 10,423.0 $3.4M 0.66% -1K -10.1% $328.89 -4.6%
44 KLAC KLA CORP Technology 2,216.0 $3.3M 0.62% $1472.41 +25.1%
45 CHWY CHEWY INC Consumer Cyclical 117,470.0 $3.2M 0.61% +6K +4.9% $27.00 -26.2%
46 DIS DISNEY WALT CO Communication Services 31,103.0 $3.0M 0.57% +841.0 +2.8% $96.38 +7.5%
47 EEM ISHARES TR 49,643.0 $2.8M 0.54% +6K +13.0% $56.79 +16.3%
48 ORCL ORACLE CORP Technology 18,640.0 $2.7M 0.53% -210.0 -1.1% $147.11 +29.0%
49 XOM EXXON MOBIL CORP Energy 15,494.0 $2.6M 0.50% +2K +14.4% $169.66 -7.9%
50 TJX TJX COS INC NEW Consumer Cyclical 15,704.0 $2.5M 0.48% +249.0 +1.6% $159.70 -0.3%
51 NKE NIKE INC Consumer Cyclical 45,761.0 $2.4M 0.46% +4K +9.0% $52.82 -16.0%
52 IWF ISHARES TR 5,659.0 $2.4M 0.46% -430.0 -7.1% $426.40 -70.8%
53 EOG EOG RES INC Energy 16,535.0 $2.4M 0.46% +2K +14.8% $144.57 -3.2%
54 PYPL PAYPAL HLDGS INC Financial Services 52,824.0 $2.4M 0.46% +2K +4.8% $45.23 -1.9%
55 LLY ELI LILLY & CO Healthcare 2,510.0 $2.3M 0.44% +196.0 +8.5% $919.77 +13.3%
56 BERKSHIRE HATHAWAY INC DEL 4,641.0 $2.2M 0.43% -267.0 -5.4% $479.20
57 ECL ECOLAB INC Basic Materials 8,097.0 $2.2M 0.41% $266.02 -6.0%
58 EL LAUDER ESTEE COS INC Consumer Defensive 26,870.0 $1.9M 0.37% +2K +9.9% $71.77 +9.9%
59 ILMN ILLUMINA INC Healthcare 14,745.0 $1.8M 0.35% +1K +8.7% $123.26 +17.5%
60 ABBV ABBVIE INC Healthcare 8,177.0 $1.8M 0.34% +814.0 +11.1% $217.49 -1.3%
Page 3 of 11  ·  203 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 27.9%
Financial Services 15.7%
Industrials 13.5%
Healthcare 11.2%
Consumer Cyclical 10.4%
Communication Services 8.8%
Energy 4.8%
Consumer Defensive 3.9%
Basic Materials 3.0%
Utilities 0.6%