Legacy Trust
CIK 1772483 · Holdings on Sep 30, 2023 · First reported Oct 16, 2023
Top ten holdings
Q3 2023- AAPL6.09%
- MSFT4.06%
- SPY3.62%
- URI2.79%
- V2.71%
- PANW2.49%
- IVV2.47%
- GOOGL2.11%
- IJR2.02%
- GWW1.95%
Share classes counted separately30.31%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $20.96M | 6.09% | 122.42K shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORP View history and evidence | $13.97M | 4.06% | 44.25K shares | — | ↗▾ | |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $12.43M | 3.62% | 29.09K shares | — | ↗▾ | |
| 04 | URIUNITED RENTALS INC View history and evidence | $9.58M | 2.79% | 21.55K shares | — | ↗▾ | |
| 05 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $9.32M | 2.71% | 40.53K shares | — | ↗▾ | |
| 06 | PANWPALO ALTO NETWORKS INC View history and evidence | $8.58M | 2.49% | 36.60K shares | — | ↗▾ | |
| 07 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $8.49M | 2.47% | 19.76K shares | — | ↗▾ | |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $7.25M | 2.11% | 55.41K shares | — | ↗▾ | |
| 09 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $6.96M | 2.02% | 73.80K shares | — | ↗▾ | |
| 10 | GWWWW GRAINGER INC View history and evidence | $6.69M | 1.95% | 9.68K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 50540R409 Laboratory Corp of America Hol | Non-derivative | — | — | SEC filing ↗ | |
| ILMN ILLUMINA INC | Non-derivative | — | — | SEC filing ↗ | |
| VGLT VANGUARD LONG-TERM TREASURY | Non-derivative | — | — | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1772483 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 343935120
}Research all 156 reported holdings.
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