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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 7 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFE PFIZER INC Healthcare 25,896.0 $624K 0.11% -2K -6.2% $24.08 +16.6%
122 WINN HARBOR ETF TRUST 18,872.0 $613K 0.11% NEW $32.47 +3.1%
123 AMT AMERICAN TOWER CORP Real Estate 3,641.0 $596K 0.10% $163.57 +7.5%
124 PTNQ PACER FDS TR 6,683.0 $592K 0.10% $88.65 -3.0%
125 BLK BLACKROCK INC Financial Services 610.0 $587K 0.10% $961.56 +20.3%
126 OAKM HARRIS OAKMARK ETF TRUST 20,493.0 $577K 0.10% NEW $28.17 +12.1%
127 IWN ISHARES TR 2,568.0 $568K 0.10% $221.20 +1.6%
128 LRCX LAM RESEARCH CORP Technology 1,245.0 $539K 0.10% +36.0 +3.0% $433.33 -27.5%
129 PTIN PACER FDS TR 14,550.0 $534K 0.09% $36.67 +3.7%
130 IBM INTERNATIONAL BUSINESS MACHS Technology 1,881.0 $529K 0.09% -1K -43.8% $281.21 -16.2%
131 GLD SPDR GOLD TR Financial Services 1,391.0 $512K 0.09% -20.0 -1.4% $368.38 +14.9%
132 NUE NUCOR CORP Basic Materials 2,286.0 $509K 0.09% +85.0 +3.9% $222.75 +9.4%
133 PM PHILIP MORRIS INTL INC Consumer Defensive 2,812.0 $509K 0.09% +55.0 +2.0% $180.91 +4.0%
134 IVW ISHARES TR 3,642.0 $501K 0.09% $137.53 +0.9%
135 VV VANGUARD INDEX FDS 1,435.0 $494K 0.09% $343.91 +2.5%
136 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,417.0 $490K 0.09% $76.40 +5.1%
137 MMM 3M CO Industrials 2,942.0 $476K 0.08% -30.0 -1.0% $161.91 +10.5%
138 FVD FIRST TR EXCHANGE-TRADED FD 9,775.0 $471K 0.08% $48.18 +5.2%
139 LGLV SPDR SERIES TRUST 2,568.0 $466K 0.08% $181.46 +3.9%
140 SDY SPDR SERIES TRUST 2,928.0 $446K 0.08% $152.18 +4.1%
Page 7 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%