Legacy Trust Top Holdings and 13F Report (2025) About Legacy TrustInvestment ActivityLegacy Trust has $407.70 million in total holdings as of June 30, 2025.Legacy Trust owns shares of 144 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 2.30% of the portfolio was purchased this quarter.About 13.97% of the portfolio was sold this quarter.This quarter, Legacy Trust has purchased 159 new stocks and bought additional shares in 21 stocks.Legacy Trust sold shares of 99 stocks and completely divested from 19 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $22,342,690Microsoft $18,629,994Apple $15,915,242Palo Alto Networks $13,496,417United Rentals $13,161,145 Largest New Holdings this Quarter 46434G764 - iShares MSCI Emerging Markets ex China ETF $292,464 Holding921946794 - Vanguard International High Dividend Yield ETF $280,385 Holding244199105 - Deere & Company $209,498 Holding682680103 - ONEOK $206,197 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 11,617 shares (about $7.21M)iShares MSCI Emerging Markets ex China ETF 4,632 shares (about $292.46K)Vanguard International High Dividend Yield ETF 3,500 shares (about $280.39K)iShares Core S&P Small-Cap ETF 2,218 shares (about $242.41K)Deere & Company 412 shares (about $209.50K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 12,076 shares (about $7.46M)iShares Russell 2000 ETF 18,463 shares (about $3.98M)iShares Russell 1000 Growth ETF 7,531 shares (about $3.20M)iShares Core MSCI EAFE ETF 38,170 shares (about $3.19M)Microsoft 3,479 shares (about $1.73M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$22,342,690$7,213,068 ▲47.7%35,9845.5%ETFMSFTMicrosoft$18,629,994$1,730,489 ▼-8.5%37,4544.6%Computer and TechnologyAAPLApple$15,915,242$1,541,237 ▼-8.8%77,5713.9%Computer and TechnologyPANWPalo Alto Networks$13,496,417$513,237 ▼-3.7%65,9523.3%Computer and TechnologyURIUnited Rentals$13,161,145$972,639 ▼-6.9%17,4693.2%ConstructionVVisa$12,473,617$676,370 ▼-5.1%35,1323.1%Business ServicesGSThe Goldman Sachs Group$11,212,883$652,545 ▼-5.5%15,8432.8%FinanceJPMJPMorgan Chase & Co.$10,494,162$483,570 ▼-4.4%36,1982.6%FinanceMETAMeta Platforms$10,355,403$853,970 ▼-7.6%14,0302.5%Computer and TechnologyGWWW.W. Grainger$9,758,491$174,760 ▼-1.8%9,3812.4%IndustrialsTSMTaiwan Semiconductor Manufacturing$9,339,089$830,765 ▼-8.2%41,2342.3%Computer and TechnologyAXPAmerican Express$9,191,090$756,621 ▼-7.6%28,8142.3%FinanceCHENIERE ENERGY INC$8,880,200$655,799 ▼-6.9%36,4662.2%COM NEWGOOGLAlphabet$8,858,730$767,482 ▼-8.0%50,2682.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,758,642$7,461,157 ▼-46.0%14,1762.1%FinanceIJRiShares Core S&P Small-Cap ETF$8,327,461$242,405 ▲3.0%76,1962.0%ETFCOSTCostco Wholesale$7,869,033$1,352,258 ▼-14.7%7,9491.9%Retail/WholesaleAMZNAmazon.com$7,769,697$662,119 ▼-7.9%35,4151.9%Retail/WholesaleRTXRTX$7,654,222$439,520 ▼-5.4%52,4191.9%AerospaceSYKStryker$7,418,458$432,028 ▼-5.5%18,7511.8%MedicalIWViShares Russell 3000 ETF$7,086,339$247,455 ▼-3.4%20,1891.7%ETFIJHiShares Core S&P Mid-Cap ETF$6,762,165$14,451 ▲0.2%109,0321.7%ETFQCOMQUALCOMM$6,405,437$338,587 ▼-5.0%40,2201.6%Computer and TechnologyJNJJohnson & Johnson$6,042,179$387,832 ▼-6.0%39,5561.5%MedicalISRGIntuitive Surgical$5,929,690$590,687 ▼-9.1%10,9121.5%MedicalCMICummins$5,906,135$577,710 ▼-8.9%18,0341.4%Auto/Tires/TrucksTTWOTake-Two Interactive Software$5,902,226$382,489 ▼-6.1%24,3041.4%Consumer DiscretionaryLENLennar$5,716,878$286,259 ▼-4.8%51,6851.4%ConstructionEXPEExpedia Group$5,355,927$427,604 ▼-7.4%31,7521.3%Retail/WholesaleCHWYChewy$4,780,643$712,393 ▼-13.0%112,1691.2%Retail/WholesaleNVDANVIDIA$4,245,981$240,777 ▼-5.4%26,8751.0%Computer and TechnologyORCLOracle$4,021,480$297,993 ▼-6.9%18,3941.0%Computer and TechnologyALLYAlly Financial$3,829,136$469,425 ▼-10.9%98,3090.9%FinancePYPLPayPal$3,745,877$329,386 ▼-8.1%50,4020.9%Business ServicesUBERUber Technologies$3,619,574$153,665 ▼-4.1%38,7950.9%Computer and TechnologyDISWalt Disney$3,292,341$1,127,623 ▼-25.5%26,5490.8%Consumer DiscretionaryDDDuPont de Nemours$3,247,668$1,276,529 ▼-28.2%47,3490.8%Basic MaterialsWYNNWynn Resorts$3,149,747$711,236 ▼-18.4%33,6260.8%Consumer DiscretionaryHDHome Depot$3,041,279$4,400 ▲0.1%8,2950.7%Retail/WholesaleEFAiShares MSCI EAFE ETF$2,930,472$311,614 ▼-9.6%32,7830.7%FinanceIWMiShares Russell 2000 ETF$2,745,928$3,984,131 ▼-59.2%12,7250.7%FinanceNKENIKE$2,575,058$55,269 ▲2.2%36,2480.6%Consumer DiscretionarySBACSBA Communications$2,550,128$285,331 ▼-10.1%10,8590.6%FinanceUSBU.S. Bancorp$2,545,765$395,802 ▼-13.5%56,2600.6%FinanceINCYIncyte$2,459,500$961,232 ▼-28.1%36,1160.6%MedicalROPRoper Technologies$2,446,481$5,668 ▼-0.2%4,3160.6%Computer and TechnologyEOGEOG Resources$2,334,189$1,141,917 ▼-32.9%19,5150.6%EnergyECLEcolab$2,196,475$14,819 ▼-0.7%8,1520.5%Basic MaterialsZTSZoetis$2,114,682$2,027 ▲0.1%13,5600.5%MedicalELVElevance Health$2,025,315$3,890 ▲0.2%5,2070.5%MedicalIWRiShares Russell Mid-Cap ETF$2,006,326$41,387 ▲2.1%21,8150.5%ETFIWFiShares Russell 1000 Growth ETF$2,000,196$3,197,511 ▼-61.5%4,7110.5%ETFEEMiShares MSCI Emerging Markets ETF$1,935,823$527,215 ▼-21.4%40,1290.5%FinanceBRK.BBerkshire Hathaway$1,899,361$31,575 ▼-1.6%3,9100.5%FinanceTJXTJX Companies$1,746,519$315,640 ▼-15.3%14,1430.4%Retail/WholesaleGOOGAlphabet$1,736,293$35,301 ▼-2.0%9,7880.4%Computer and TechnologyALBAlbemarle$1,632,679$997,957 ▼-37.9%26,0520.4%Basic MaterialsADBEAdobe$1,632,634$24,760 ▼-1.5%4,2200.4%Computer and TechnologyALGNAlign Technology$1,492,488$1,336,859 ▼-47.2%7,8830.4%MedicalLULUlululemon athletica$1,467,532$1,355,157 ▼-48.0%6,1770.4%Consumer DiscretionaryTMOThermo Fisher Scientific$1,368,833$10,137 ▼-0.7%3,3760.3%MedicalINTUIntuit$1,349,2100.0%1,7130.3%Computer and TechnologyGNTXGentex$1,330,2850.0%60,4950.3%Auto/Tires/TrucksPEPPepsiCo$1,281,976$5,810 ▼-0.5%9,7090.3%Consumer StaplesSBUXStarbucks$1,266,4180.0%13,8210.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,215,168$77,477 ▼-6.0%21,3150.3%ETFFIFiserv$1,185,491$3,448 ▼-0.3%6,8760.3%Business ServicesEWEdwards Lifesciences$1,171,899$1,721 ▼-0.1%14,9840.3%MedicalAPHAmphenol$1,147,574$3,950 ▼-0.3%11,6210.3%Computer and TechnologyDVYiShares Select Dividend ETF$1,040,5660.0%7,8350.3%ETFILMNIllumina$1,012,300$256,462 ▼-20.2%10,6100.2%MedicalNEENextEra Energy$997,704$6,109 ▲0.6%14,3720.2%UtilitiesDGROiShares Core Dividend Growth ETF$958,613$198,219 ▲26.1%14,9920.2%ETFAMPAmeriprise Financial$956,978$1,601 ▼-0.2%1,7930.2%FinanceXOMExxon Mobil$954,246$970 ▼-0.1%8,8520.2%EnergyIWBiShares Russell 1000 ETF$928,724$193,555 ▼-17.2%2,7350.2%ETFIWDiShares Russell 1000 Value ETF$911,9100.0%4,6950.2%ETFVIGVanguard Dividend Appreciation ETF$910,167$43,799 ▼-4.6%4,4470.2%ETFVTIVanguard Total Stock Market ETF$845,229$1,824 ▼-0.2%2,7810.2%ETFACIOAptus Collared Investment Opportunity ETF$843,6910.0%20,3790.2%ETFAMTAmerican Tower$821,752$85,977 ▼-9.5%3,7180.2%FinanceVLOValero Energy$811,090$185,096 ▼-18.6%6,0340.2%EnergyLLYEli Lilly and Company$798,239$103,678 ▼-11.5%1,0240.2%MedicalPGProcter & Gamble$789,112$21,668 ▲2.8%4,9530.2%Consumer StaplesAMGNAmgen$775,9250.0%2,7790.2%MedicalIJTiShares S&P Small-Cap 600 Growth ETF$772,297$12,639 ▼-1.6%5,8050.2%ETFQUALiShares MSCI USA Quality Factor ETF$744,712$201,125 ▲37.0%4,0730.2%ETFMAMastercard$733,332$22,478 ▼-3.0%1,3050.2%Business ServicesUNPUnion Pacific$730,044$77,767 ▼-9.6%3,1730.2%TransportationQQQInvesco QQQ$712,719$123,016 ▲20.9%1,2920.2%FinanceFITBFifth Third Bancorp$684,362$1,193 ▼-0.2%16,6390.2%FinanceIWOiShares Russell 2000 Growth ETF$668,341$167,228 ▼-20.0%2,3380.2%ETFIDXXIDEXX Laboratories$644,144$2,682 ▼-0.4%1,2010.2%MedicalBLACKROCK INC$641,092$177,323 ▼-21.7%6110.2%COMCLColgate-Palmolive$628,3920.0%6,9130.2%Consumer StaplesHONHoneywell International$622,488$26,781 ▲4.5%2,6730.2%Multi-Sector ConglomeratesAVGOBroadcom$611,943$6,616 ▼-1.1%2,2200.2%Computer and TechnologyICEIntercontinental Exchange$599,030$197,414 ▼-24.8%3,2650.1%FinancePTLCPacer Trendpilot US Large Cap ETF$553,4360.0%10,9030.1%ETFVOVanguard Mid-Cap ETF$523,8420.0%1,8720.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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