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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 8 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SO SOUTHERN CO Utilities 4,691.0 $453K 0.09% -150.0 -3.1% $96.52 -3.0%
142 BIV VANGUARD BD INDEX FDS 5,801.0 $448K 0.09% -460.0 -7.3% $77.18 -1.2%
143 GD GENERAL DYNAMICS CORP Industrials 1,301.0 $447K 0.09% $343.22 -1.3%
144 EMR EMERSON ELEC CO Industrials 3,361.0 $440K 0.08% -20.0 -0.6% $131.02 +3.0%
145 COP CONOCOPHILLIPS Energy 3,305.0 $436K 0.08% -149.0 -4.3% $132.00 -8.7%
146 BA BOEING CO Industrials 2,177.0 $433K 0.08% -35.0 -1.6% $199.03 +10.3%
147 MMM 3M CO Industrials 2,972.0 $432K 0.08% -100.0 -3.3% $145.23 +4.4%
148 VV VANGUARD INDEX FDS 1,435.0 $429K 0.08% $298.85 +14.3%
149 SDY SPDR SERIES TRUST 2,928.0 $427K 0.08% $145.94 +1.9%
150 IVW ISHARES TR 3,642.0 $412K 0.08% -40.0 -1.1% $113.11 +20.8%
151 MINT PIMCO ETF TR 4,000.0 $402K 0.08% $100.57 +0.1%
152 ADSK AUTODESK INC Technology 1,655.0 $396K 0.08% $239.40 +0.3%
153 LIN LINDE PLC Basic Materials 799.0 $396K 0.08% $495.76 +3.8%
154 USMV ISHARES TR 4,265.0 $396K 0.08% $92.74 +3.6%
155 MO ALTRIA GROUP INC Consumer Defensive 5,971.0 $394K 0.07% -325.0 -5.2% $65.99 +11.7%
156 ISHARES TR 8,500.0 $393K 0.07% NEW $46.23
157 FAST FASTENAL CO Industrials 8,417.0 $391K 0.07% -140.0 -1.6% $46.40 -6.2%
158 WMT WALMART INC Consumer Defensive 3,070.0 $382K 0.07% $124.28 +5.3%
159 DUK DUKE ENERGY CORP NEW Utilities 2,898.0 $379K 0.07% -30.0 -1.0% $130.94 -4.8%
160 NUE NUCOR CORP Basic Materials 2,201.0 $372K 0.07% -110.0 -4.8% $169.10 +33.9%
Page 8 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%