Legacy Trust
Legacy Trust reported 210 positions worth $565.6M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: IVV (5.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $31.2M | 5.52% | 41,688 | — | — | |
| ▸ 2 | AAPL | SH | $27.7M | 4.91% | 95,877 | — | — | |
| ▸ 3 | PANW | SH | $23.0M | 4.07% | 67,441 | — | — | |
| ▸ 4 | URI | SH | $19.6M | 3.46% | 17,263 | — | — | |
| ▸ 5 | GOOGL | SH | $18.8M | 3.33% | 52,660 | — | — | |
| ▸ 6 | TSM | SH | $18.5M | 3.27% | 38,747 | — | — | |
| ▸ 7 | MSFT | SH | $16.4M | 2.90% | 43,996 | — | — | |
| ▸ 8 | GS | SH | $15.3M | 2.71% | 15,155 | — | — | |
| ▸ 9 | GWW | SH | $12.8M | 2.26% | 9,381 | — | — | |
| ▸ 10 | CMI | SH | $12.7M | 2.24% | 17,796 | — | — |
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Frequently Asked Questions
What stocks does Legacy Trust hold as of Q2 2026?
Legacy Trust reported 210 positions worth $565.6M in its Q2 2026 13F filing. Largest positions: IVV (5.5%), AAPL (4.9%), PANW (4.1%), URI (3.5%) and GOOGL (3.3%).
What did Legacy Trust buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Legacy Trust sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.