Sponsored

The Analysis of Legacy Trust's Holdings & P&L

Currently, Legacy Trust holds 203 types of securities in its portfolio with a total value $521.9M. In the most recent quarter, they have increased their positions in CRM (+21.0K shares, valued at $3.9M), SYK (+8.1K shares, valued at $2.7M), IVV (+3.3K shares, valued at $2.2M); decreased their positions in JPM (-15.5K shares, valued at $4.6M), NVDA (-12.4K shares, valued at $2.2M), EW (-7.4K shares, valued at $596.5K); initiated new positions in N/A (+1.5K shares, valued at $544.4K), AMAT (+1.5K shares, valued at $524.0K), NOC (+709 shares, valued at $483.7K).

1M P&L

+14.3M+2.53%

3M P&L

+22.4M+4.02%

HY P&L

+46.6M+8.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A105.2M

21.7%

2Semiconductors35.0M

7.2%

3Consumer Electronics31.9M

6.6%

Top Industries by Stock Count

1N/A55 stocks

30.2%

2Software - Application6 stocks

3.3%

3Semiconductors6 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC125.5K shares1.02%2026-03-312026-04-14

IVV ISHARES TR43.0K shares8.31%2026-03-312026-04-14

MSFT MICROSOFT CORP45.4K shares2.35%2026-03-312026-04-14

ALPHABET INC ALPHABET INC54.4K shares0.29%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC43.0K shares-0.81%2026-03-312026-04-14

NVDA NVIDIA CORPORATION74.9K shares-14.22%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC15.4K shares-0.32%2026-03-312026-04-14

URI UNITED RENTALS INC17.4K shares0.78%2026-03-312026-04-14

Sponsored

RTX RTX CORPORATION61.4K shares-0.18%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON45.0K shares2.67%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC68.3K shares2.67%2026-03-312026-04-14

V VISA INC35.7K shares1.66%2026-03-312026-04-14

LNG CHENIERE ENERGY INC37.4K shares-0.08%2026-03-312026-04-14

AMZN AMAZON COM INC50.1K shares2.45%2026-03-312026-04-14

GWW WW GRAINGER INC9.5K shares0.91%2026-03-312026-04-14

SYK STRYKER CORPORATION30.5K shares36.18%2026-03-312026-04-14

Sponsored

AXP AMERICAN EXPRESS CO32.2K shares2.94%2026-03-312026-04-14

CMI CUMMINS INC18.0K shares-0.99%2026-03-312026-04-14

IJR ISHARES TR77.4K shares1.38%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T14.0K shares-0.29%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION8.5K shares1.19%2026-03-312026-04-14

META META PLATFORMS INC14.8K shares1.29%2026-03-312026-04-14

IJH ISHARES TR115.3K shares4.53%2026-03-312026-04-14

EXPE EXPEDIA GROUP INC31.9K shares1.22%2026-03-312026-04-14

Sponsored

JPM JPMORGAN CHASE & CO24.3K shares-38.96%2026-03-312026-04-14

IWV ISHARES TR18.8K shares-4.15%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC12.2K shares2.49%2026-03-312026-04-14

QCOM QUALCOMM INC41.4K shares2.50%2026-03-312026-04-14

TTWO TAKE-TWO INTERACTIVE SOFTWAR25.2K shares1.74%2026-03-312026-04-14

LEN LENNAR CORP55.6K shares3.38%2026-03-312026-04-14

IWM ISHARES TR19.0K shares1.49%2026-03-312026-04-14

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC100.9K shares2.01%2026-03-312026-04-14

Sponsored

ALB ALBEMARLE CORP25.7K shares0.38%2026-03-312026-04-14

CRM SALESFORCE INC22.7K shares1245.31%2026-03-312026-04-14

ALPHABET INC ALPHABET INC14.7K shares9.88%2026-03-312026-04-14

IWR ISHARES TR43.0K shares0.16%2026-03-312026-04-14

ALLY ALLY FINL INC104.3K shares3.65%2026-03-312026-04-14

EFA ISHARES TR39.8K shares0.71%2026-03-312026-04-14

WYNN WYNN RESORTS LTD35.9K shares4.75%2026-03-312026-04-14

USB US BANCORP69.6K shares3.08%2026-03-312026-04-14

Sponsored

INCY INCYTE CORP37.2K shares2.98%2026-03-312026-04-14

UBER UBER TECHNOLOGIES INC48.0K shares14.96%2026-03-312026-04-14

HD HOME DEPOT INC10.4K shares-10.08%2026-03-312026-04-14

KLAC KLA CORP2.2K shares0.00%2026-03-312026-04-14

CHWY CHEWY INC117.5K shares4.94%2026-03-312026-04-14

DIS DISNEY WALT CO31.1K shares2.78%2026-03-312026-04-14

EEM ISHARES TR49.6K shares13.02%2026-03-312026-04-14

ORCL ORACLE CORP18.6K shares-1.11%2026-03-312026-04-14

Sponsored

XOM EXXON MOBIL CORP15.5K shares14.36%2026-03-312026-04-14

TJX TJX COS INC NEW15.7K shares1.61%2026-03-312026-04-14

NKE NIKE INC45.8K shares9.00%2026-03-312026-04-14

IWF ISHARES TR5.7K shares-7.06%2026-03-312026-04-14

EOG EOG RES INC16.5K shares14.79%2026-03-312026-04-14

PYPL PAYPAL HLDGS INC52.8K shares4.75%2026-03-312026-04-14

LLY ELI LILLY & CO2.5K shares8.47%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares-5.44%2026-03-312026-04-14

Sponsored

ECL ECOLAB INC8.1K shares-0.25%2026-03-312026-04-14

EL LAUDER ESTEE COS INC26.9K shares9.92%2026-03-312026-04-14

ILMN ILLUMINA INC14.7K shares8.70%2026-03-312026-04-14

ABBV ABBVIE INC8.2K shares11.06%2026-03-312026-04-14

PEP PEPSICO INC10.9K shares-0.43%2026-03-312026-04-14

SBUX STARBUCKS CORP18.5K shares-1.47%2026-03-312026-04-14

BROADCOM INC BROADCOM INC5.3K shares53.86%2026-03-312026-04-14

VLO VALERO ENERGY CORP6.7K shares-0.52%2026-03-312026-04-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC3.3K shares-1.19%2026-03-312026-04-14

ALGN ALIGN TECHNOLOGY INC9.2K shares11.85%2026-03-312026-04-14

ZTS ZOETIS INC13.3K shares-0.86%2026-03-312026-04-14

CVX CHEVRON CORPORATION7.5K shares-1.56%2026-03-312026-04-14

MCD MCDONALDS CORP5.0K shares-0.88%2026-03-312026-04-14

NEE NEXTERA ENERGY INC16.4K shares-1.56%2026-03-312026-04-14

ROP ROPER TECHNOLOGIES INC4.3K shares0.16%2026-03-312026-04-14

ELV ELEVANCE HEALTH INC FORMERLY5.2K shares-0.15%2026-03-312026-04-14

Sponsored

VO VANGUARD INDEX FDS4.8K shares-0.31%2026-03-312026-04-14

APH AMPHENOL CORP10.7K shares-1.82%2026-03-312026-04-14

GNTX GENTEX CORP62.0K shares-0.13%2026-03-312026-04-14

ADBE ADOBE INC5.0K shares-0.18%2026-03-312026-04-14

DVY ISHARES TR7.8K shares0.00%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS5.5K shares-2.06%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS18.3K shares-18.08%2026-03-312026-04-14

FDX FEDEX CORP3.0K shares0.00%2026-03-312026-04-14

Sponsored

CAT CATERPILLAR INC1.5K shares-12.60%2026-03-312026-04-14

DGRO ISHARES TR15.0K shares0.00%2026-03-312026-04-14

AMGN AMGEN INC3.0K shares-0.33%2026-03-312026-04-14

CSCO CISCO SYS INC13.5K shares-10.79%2026-03-312026-04-14

INTC INTEL CORP23.7K shares-0.02%2026-03-312026-04-14

KO COCA COLA CO13.6K shares7.01%2026-03-312026-04-14

IWB ISHARES TR2.9K shares-3.35%2026-03-312026-04-14

UNP UNION PAC CORP4.0K shares0.00%2026-03-312026-04-14

Sponsored

PG PROCTER & GAMBLE CO6.5K shares3.73%2026-03-312026-04-14

FITB FIFTH THIRD BANCORP19.9K shares9.27%2026-03-312026-04-14

IWD ISHARES TR4.3K shares-17.17%2026-03-312026-04-14

IEFA ISHARES TR9.9K shares37.31%2026-03-312026-04-14

VTI VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-04-14

QUAL ISHARES TR4.5K shares0.00%2026-03-312026-04-14

LULU LULULEMON ATHLETICA INC5.6K shares20.74%2026-03-312026-04-14

IJT ISHARES TR5.8K shares-0.26%2026-03-312026-04-14

Sponsored

ACIO ETF SER SOLUTIONS19.6K shares0.00%2026-03-312026-04-14

AMP AMERIPRISE FINL INC1.8K shares-0.05%2026-03-312026-04-14

ABT ABBOTT LABORATORIES7.9K shares-20.01%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS3.3K shares-0.15%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.1K shares0.00%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-0.76%2026-03-312026-04-14

PFE PFIZER INC27.6K shares27.66%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC6.3K shares2.72%2026-03-312026-04-14

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.3K shares0.00%2026-03-312026-04-14

MPC MARATHON PETE CORP3.0K shares0.00%2026-03-312026-04-14

IWO ISHARES TR2.3K shares0.00%2026-03-312026-04-14

EMXC ISHARES INC8.9K shares92.62%2026-03-312026-04-14

INTU INTUIT1.6K shares-16.36%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.4K shares0.06%2026-03-312026-04-14

IDXX IDEXX LABS INC1.2K shares0.00%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP2.2K shares-0.90%2026-03-312026-04-14

Sponsored

AMT AMERICAN TOWER CORP3.6K shares-0.41%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC4.3K shares0.23%2026-03-312026-04-14

GLD SPDR GOLD TR1.4K shares-3.42%2026-03-312026-04-14

CL COLGATE PALMOLIVE CO7.1K shares0.58%2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC611 shares0.00%2026-03-312026-04-14

DE DEERE & CO1.0K shares-0.10%2026-03-312026-04-14

EW EDWARDS LIFESCIENCES CORP7.3K shares-50.59%2026-03-312026-04-14

PTLC PACER FDS TR10.9K shares0.00%2026-03-312026-04-14

Sponsored

MU MICRON TECHNOLOGY INC1.7K shares-7.12%2026-03-312026-04-14

MA MASTERCARD INCORPORATED1.1K shares-0.44%2026-03-312026-04-14

PTMC PACER FDS TR15.3K shares11.90%2026-03-312026-04-14

T AT&T INC18.9K shares-2.88%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC1.5K sharesnew addition2026-03-312026-04-14

FPX FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2026-03-312026-04-14

HON HONEYWELL INTL INC2.3K shares-0.43%2026-03-312026-04-14

AMAT APPLIED MATLS INC1.5K sharesnew addition2026-03-312026-04-14

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN3.2K shares-0.77%2026-03-312026-04-14

MTUM ISHARES TR2.1K shares0.00%2026-03-312026-04-14

PTNQ PACER FDS TR6.7K shares0.00%2026-03-312026-04-14

IWN ISHARES TR2.6K shares0.00%2026-03-312026-04-14

NOC NORTHROP GRUMMAN CORP709 sharesnew addition2026-03-312026-04-14

PTIN PACER FDS TR14.6K shares13.67%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC2.3K shares0.00%2026-03-312026-04-14

ADM ARCHER DANIELS MIDLAND CO6.4K shares0.00%2026-03-312026-04-14

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD9.8K shares0.00%2026-03-312026-04-14

J JACOBS SOLUTIONS INC3.6K shares-0.55%2026-03-312026-04-14

LGLV SPDR SERIES TRUST2.6K shares0.00%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC2.8K shares7.40%2026-03-312026-04-14

SO SOUTHERN CO4.7K shares-3.10%2026-03-312026-04-14

BIV VANGUARD BD INDEX FDS5.8K shares-7.35%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares0.00%2026-03-312026-04-14

EMR EMERSON ELEC CO3.4K shares-0.59%2026-03-312026-04-14

Sponsored

COP CONOCOPHILLIPS3.3K shares-4.31%2026-03-312026-04-14

BA BOEING CO2.2K shares-1.58%2026-03-312026-04-14

MMM 3M CO3.0K shares-3.26%2026-03-312026-04-14

VV VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-14

SDY SPDR SERIES TRUST2.9K shares0.00%2026-03-312026-04-14

IVW ISHARES TR3.6K shares-1.09%2026-03-312026-04-14

MINT PIMCO ETF TR4.0K shares0.00%2026-03-312026-04-14

ADSK AUTODESK INC1.7K shares0.00%2026-03-312026-04-14

Sponsored

LINDE PLC LINDE PLC799 shares0.00%2026-03-312026-04-14

USMV ISHARES TR4.3K shares0.00%2026-03-312026-04-14

MO ALTRIA GROUP INC6.0K shares-5.16%2026-03-312026-04-14

IQLT ISHARES TR8.5K sharesnew addition2026-03-312026-04-14

FAST FASTENAL CO8.4K shares-1.64%2026-03-312026-04-14

WMT WALMART INC3.1K shares0.00%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.9K shares-1.02%2026-03-312026-04-14

NUE NUCOR CORP2.2K shares-4.76%2026-03-312026-04-14

Sponsored

FTNT FORTINET INC4.3K shares68.12%2026-03-312026-04-14

FI FISERV INC6.2K shares-0.49%2026-03-312026-04-14

ROL ROLLINS INC6.5K shares0.00%2026-03-312026-04-14

TTC TORO CO3.6K shares-0.28%2026-03-312026-04-14

CME CME GROUP INC1.1K shares0.00%2026-03-312026-04-14

IEF ISHARES TR3.5K sharesnew addition2026-03-312026-04-14

SLYG SPDR SERIES TRUST3.5K shares0.00%2026-03-312026-04-14

VYMI VANGUARD WHITEHALL FDS3.5K shares0.00%2026-03-312026-04-14

Sponsored

VZ VERIZON COMMUNICATIONS INC6.4K shares-17.67%2026-03-312026-04-14

CARR CARRIER GLOBAL CORPORATION5.7K shares3.98%2026-03-312026-04-14

MS MORGAN STANLEY1.9K sharesnew addition2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6K sharesnew addition2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR3.5K sharesnew addition2026-03-312026-04-14

APD AIR PRODUCTS AND CHEMICALS I1.0K shares0.00%2026-03-312026-04-14

NVT NVENT ELEC PLC2.5K sharesnew addition2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE1.0K shares-11.68%2026-03-312026-04-14

Sponsored

TRV TRAVELERS COMPANIES INC1.0K shares0.00%2026-03-312026-04-14

VB VANGUARD INDEX FDS1.1K shares7.49%2026-03-312026-04-14

MEDTRONIC PLC MEDTRONIC PLC3.2K shares-0.31%2026-03-312026-04-14

XMLV INVESCO EXCH TRADED FD TR II4.4K shares0.00%2026-03-312026-04-14

IVE ISHARES TR1.3K shares-1.51%2026-03-312026-04-14

SMDV PROSHARES TR3.9K shares0.00%2026-03-312026-04-14

IBHI ISHARES TR11.3K shares0.00%2026-03-312026-04-14

XSLV INVESCO EXCH TRADED FD TR II5.6K shares0.00%2026-03-312026-04-14

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40426 shares0.00%2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP1.2K sharesnew addition2026-03-312026-04-14

JBHT HUNT J B TRANS SVCS INC1.2K shares0.00%2026-03-312026-04-14

TGT TARGET CORP2.1K shares-2.27%2026-03-312026-04-14

CEG CONSTELLATION ENERGY CORP911 shares-1.09%2026-03-312026-04-14

VUG VANGUARD INDEX FDS542 shares26.93%2026-03-312026-04-14

TM TOYOTA MOTOR CORP1.1K shares0.00%2026-03-312026-04-14

JAAA JANUS DETROIT STR TR4.6K sharesnew addition2026-03-312026-04-14

Sponsored

OKE ONEOK INC NEW2.5K sharesnew addition2026-03-312026-04-14

SPTS SPDR SERIES TRUST7.8K sharesnew addition2026-03-312026-04-14

PH PARKER-HANNIFIN CORP247 sharesnew addition2026-03-312026-04-14

OTIS OTIS WORLDWIDE CORP2.8K shares3.06%2026-03-312026-04-14

HUBBELL INC HUBBELL INC434 sharesnew addition2026-03-312026-04-14

WSO WATSCO INC551 sharesnew addition2026-03-312026-04-14

HBAN HUNTINGTON BANCSHARES INC12.7K shares8.45%2026-03-312026-04-14

TSLA TESLA INC531 shares0.00%2026-03-312026-04-14

Sponsored

F FORD MTR CO14.4K shares-1.37%2026-03-312026-04-14

VRCA VERRICA PHARMACEUTICALS INC17.2K shares0.00%2026-03-312026-04-14

UFPI UFP INDUSTRIES INC840 shares0.00%2026-03-312026-04-14

AAPL

APPLE INC

1.02%

Shares125.5K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

8.31%

Shares43.0K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

2.35%

Shares45.4K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.29%

Shares54.4K

Event2026-03-31

Filed2026-04-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.81%

Shares43.0K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

-14.22%

Shares74.9K

Event2026-03-31

Filed2026-04-14

GOLDMAN SACHS GROUP INC

-0.32%

Shares15.4K

Event2026-03-31

Filed2026-04-14

URI

UNITED RENTALS INC

0.78%

Shares17.4K

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION

-0.18%

Shares61.4K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

2.67%

Shares45.0K

Event2026-03-31

Filed2026-04-14

PANW

PALO ALTO NETWORKS INC

2.67%

Shares68.3K

Event2026-03-31

Filed2026-04-14

VISA INC

1.66%

Shares35.7K

Event2026-03-31

Filed2026-04-14

LNG

CHENIERE ENERGY INC

-0.08%

Shares37.4K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

2.45%

Shares50.1K

Event2026-03-31

Filed2026-04-14

GWW

WW GRAINGER INC

0.91%

Shares9.5K

Event2026-03-31

Filed2026-04-14

SYK

STRYKER CORPORATION

36.18%

Shares30.5K

Event2026-03-31

Filed2026-04-14

AXP

AMERICAN EXPRESS CO

2.94%

Shares32.2K

Event2026-03-31

Filed2026-04-14

CMI

CUMMINS INC

-0.99%

Shares18.0K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

1.38%

Shares77.4K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-0.29%

Shares14.0K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

1.19%

Shares8.5K

Event2026-03-31

Filed2026-04-14