LT

Legacy Trust

13F
Legacy Trust
Last update 2025-07-22 144 Stocks (4 new)
Value $408.00 Mil Turnover 2 %
Countries:
Legacy Trust Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
35,984
22,342.7
+47.68%
5.480
+1.77%
0.000
+18.55%
+8.65%
640,476.0
 
MSFT
Microsoft Corp
37,454
18,630.0
-8.50%
4.570
-0.31%
0.000
+35.09%
+20.23%
3,752,171.1
Software
AAPL
Apple Inc
77,571
15,915.2
-8.83%
3.900
-0.40%
0.000
+4.92%
-14.18%
3,202,091.7
Hardware
PANW
Palo Alto Networks Inc
65,952
13,496.4
-3.66%
3.310
-0.10%
0.010
+18.33%
+9.46%
132,813.2
Software
URI
United Rentals Inc
17,469
13,161.1
-6.88%
3.230
-0.19%
0.030
+36.69%
+14.61%
52,221.2
Business Services
V
Visa Inc
35,132
12,473.6
-5.14%
3.060
-0.16%
0.000
+6.33%
+12.69%
693,414.5
Credit Services
GS
The Goldman Sachs Group Inc
15,843
11,212.9
-5.50%
2.750
-0.12%
0.010
+35.41%
+25.79%
218,840.6
Capital Markets
JPM
JPMorgan Chase & Co
36,198
10,494.2
-4.41%
2.570
-0.10%
0.000
+23.35%
+25.36%
813,078.6
Banks
META
Meta Platforms Inc
14,030
10,355.4
-7.62%
2.540
-0.16%
0.000
+37.20%
+22.02%
1,793,369.1
Interactive Media
GWW
W.W. Grainger Inc
9,381
9,758.5
-1.76%
2.390
-0.04%
0.020
+5.56%
-0.43%
50,209.1
Industrial Distribution

Legacy Trust's Historical Top Holdings Breakdowns

Legacy Trust's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+1.77%
498.8 ($573.99) 620.9
$635.56
10.73%
Add 47.68%
35,984
11,617
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Reduce
Reduce
-1.63%
496.48 ($571.44) 617.85
$632.93
10.76%
Reduce -46%
14,176
-12,076
IWM
iShares Russell 2000 ETF
2025-06-30
Reduce
Reduce
-0.89%
174.82 ($201.21) 215.79
$225.36
12.00%
Reduce -59.2%
12,725
-18,463
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Reduce
Reduce
-0.70%
67.83 ($79.31) 84.09
$85.34
7.60%
Reduce -94.05%
2,415
-38,170
IWF
iShares Russell 1000 Growth ETF
2025-06-30
Reduce
Reduce
-0.66%
320.42 ($382.13) 424.58
$434.94
13.82%
Reduce -61.52%
4,711
-7,531
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.40%
172.42 ($202.27) 223.89
$214.54
6.07%
Reduce -8.83%
77,571
-7,512
LULU
Lululemon Athletica Inc
2025-06-30
Reduce
Reduce
-0.39%
225.56 ($275.58) 335.19
$224.68
-18.47%
Reduce -48.01%
6,177
-5,704
DD
DuPont de Nemours Inc
2025-06-30
Reduce
Reduce
-0.34%
55.13 ($66.35) 75.25
$76.67
15.55%
Reduce -28.22%
47,349
-18,611
COST
Costco Wholesale Corp
2025-06-30
Reduce
Reduce
-0.31%
908.13 ($993.18) 1056.85
$944.45
-4.91%
Reduce -14.66%
7,949
-1,366
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-0.31%
354.56 ($433.34) 497.45
$504.90
16.51%
Reduce -8.5%
37,454
-3,479

Legacy Trust Total Holding History ($B)

To

Legacy Trust's Asset Allocation

To

Legacy Trust Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Legacy Trust's Hypothetical Growth since 2025-06-30

Legacy Trust's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Trust's Holdings Heat Map

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Legacy Trust's Holdings Bubble Chart

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