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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ETN EATON CORP PLC Industrials 1,522.0 $544K 0.10% NEW $357.67 +6.7%
2 AMAT APPLIED MATLS INC Technology 1,533.0 $524K 0.10% NEW $341.79 +25.0%
3 NOC NORTHROP GRUMMAN CORP Industrials 709.0 $484K 0.09% NEW $682.24 -19.2%
4 ISHARES TR 8,500.0 $393K 0.07% NEW $46.23
5 IEF ISHARES TR 3,500.0 $334K 0.06% NEW $95.44 -1.7%
6 MS MORGAN STANLEY Financial Services 1,932.0 $318K 0.06% NEW $164.57 +21.8%
7 RSP INVESCO EXCHANGE TRADED FD T 1,630.0 $313K 0.06% NEW $191.92 +6.7%
8 IAU ISHARES GOLD TR Financial Services 3,465.0 $305K 0.06% NEW $88.16 -3.1%
9 NVT NVENT ELEC PLC Industrials 2,468.0 $292K 0.06% NEW $118.28 +38.3%
10 LRCX LAM RESEARCH CORP Technology 1,209.0 $258K 0.05% NEW $213.66 +41.5%
11 JAAA JANUS DETROIT STR TR 4,622.0 $233K 0.04% NEW $50.37 +0.6%
12 OKE ONEOK INC NEW Energy 2,521.0 $228K 0.04% NEW $90.39 +2.5%
13 SPTS SPDR SERIES TRUST 7,775.0 $227K 0.04% NEW $29.18 -0.6%
14 PH PARKER-HANNIFIN CORP Industrials 247.0 $221K 0.04% NEW $895.24 -4.0%
15 HUBB HUBBELL INC Industrials 434.0 $213K 0.04% NEW $490.74 -6.1%
16 WSO WATSCO INC Industrials 551.0 $200K 0.04% NEW $363.79 +6.3%

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%