Legacy Trust Top Holdings and 13F Report (2026) About Legacy TrustInvestment ActivityLegacy Trust has $521.90 million in total holdings as of March 31, 2026.Legacy Trust owns shares of 203 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 4.47% of the portfolio was purchased this quarter.About 2.21% of the portfolio was sold this quarter.This quarter, Legacy Trust has purchased 192 new stocks and bought additional shares in 68 stocks.Legacy Trust sold shares of 72 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $31,855,721iShares Core S&P 500 ETF $28,107,862Microsoft $16,814,232Alphabet $15,643,552Taiwan Semiconductor Manufacturing $14,516,642 Largest New Holdings this Quarter G29183103 - Eaton $544,374 Holding038222105 - Applied Materials $523,964 Holding666807102 - Northrop Grumman $483,708 Holding46434V456 - iShares MSCI Intl Quality Factor ETF $392,955 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $334,040 Holding Largest Purchases this Quarter Salesforce 20,971 shares (about $3.91M)Stryker 8,091 shares (about $2.66M)iShares Core S&P 500 ETF 3,302 shares (about $2.16M)Broadcom 1,871 shares (about $579.09K)Eaton 1,522 shares (about $544.37K) Largest Sales this Quarter JPMorgan Chase & Co. 15,510 shares (about $4.56M)NVIDIA 12,425 shares (about $2.17M)Edwards Lifesciences 7,449 shares (about $596.52K)Home Depot 1,168 shares (about $384.14K)iShares Russell 3000 ETF 816 shares (about $302.47K) 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 PortfolioSectorAAPLApple$31,855,721$322,821 ▲1.0%125,5206.1%Computer and TechnologyIVViShares Core S&P 500 ETF$28,107,862$2,156,918 ▲8.3%43,0305.4%ETFMSFTMicrosoft$16,814,232$386,828 ▲2.4%45,4233.2%Computer and TechnologyGOOGLAlphabet$15,643,552$45,434 ▲0.3%54,4013.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$14,516,642$118,958 ▼-0.8%42,9552.8%Computer and TechnologyNVDANVIDIA$13,070,931$2,166,920 ▼-14.2%74,9482.5%Computer and TechnologyGSThe Goldman Sachs Group$13,041,782$42,300 ▼-0.3%15,4162.5%FinanceURIUnited Rentals$12,695,158$98,356 ▲0.8%17,4252.4%ConstructionRTXRTX$11,837,116$21,412 ▼-0.2%61,3642.3%AerospaceJNJJohnson & Johnson$11,011,533$286,239 ▲2.7%45,0482.1%MedicalPANWPalo Alto Networks$10,950,177$284,568 ▲2.7%68,3022.1%Computer and TechnologyVVisa$10,792,990$176,508 ▲1.7%35,7102.1%Business ServicesCHENIERE ENERGY INC$10,613,192$8,513 ▼-0.1%37,4022.0%COM NEWAMZNAmazon.com$10,440,783$249,507 ▲2.4%50,1312.0%Retail/WholesaleGWWW.W. Grainger$10,329,971$92,719 ▲0.9%9,4702.0%IndustrialsSYKStryker$10,006,223$2,658,622 ▲36.2%30,4521.9%MedicalAXPAmerican Express$9,751,653$278,887 ▲2.9%32,2391.9%FinanceCMICummins$9,678,442$96,844 ▼-1.0%17,9891.9%Auto/Tires/TrucksIJRiShares Core S&P Small-Cap ETF$9,618,983$131,271 ▲1.4%77,3791.8%ETFSPYSPDR S&P 500 ETF Trust$9,099,557$26,014 ▼-0.3%13,9921.7%FinanceCOSTCostco Wholesale$8,496,559$99,643 ▲1.2%8,5271.6%Retail/WholesaleMETAMeta Platforms$8,469,813$108,133 ▲1.3%14,8041.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$7,788,235$337,718 ▲4.5%115,3301.5%ETFEXPEExpedia Group$7,358,695$88,431 ▲1.2%31,8711.4%Retail/WholesaleJPMJPMorgan Chase & Co.$7,149,265$4,562,422 ▼-39.0%24,3041.4%FinanceIWViShares Russell 3000 ETF$6,986,577$302,475 ▼-4.1%18,8481.3%ETFISRGIntuitive Surgical$5,606,099$135,992 ▲2.5%12,1611.1%MedicalQCOMQualcomm$5,337,158$130,325 ▲2.5%41,4441.0%Computer and TechnologyTTWOTake-Two Interactive Software$4,971,668$84,925 ▲1.7%25,1731.0%Consumer DiscretionaryLENLennar$4,829,607$158,049 ▲3.4%55,6150.9%ConstructionIWMiShares Russell 2000 ETF$4,720,680$69,440 ▲1.5%19,0350.9%FinanceDDDuPont de Nemours$4,620,258$90,913 ▲2.0%100,8790.9%Basic MaterialsALBAlbemarle$4,609,612$17,594 ▲0.4%25,6760.9%Basic MaterialsCRMSalesforce$4,229,009$3,914,657 ▲1,245.3%22,6550.8%Computer and TechnologyGOOGAlphabet$4,215,981$379,229 ▲9.9%14,6970.8%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$4,178,945$6,806 ▲0.2%42,9800.8%ETFALLYAlly Financial$4,092,199$143,974 ▲3.6%104,3130.8%FinanceEFAiShares MSCI EAFE ETF$3,863,054$27,196 ▲0.7%39,7720.7%FinanceWYNNWynn Resorts$3,642,700$165,019 ▲4.7%35,8710.7%Consumer DiscretionaryUSBU.S. Bancorp$3,622,236$108,181 ▲3.1%69,6450.7%FinanceINCYIncyte$3,501,452$101,179 ▲3.0%37,2020.7%MedicalUBERUber Technologies$3,455,014$449,563 ▲15.0%48,0330.7%Computer and TechnologyHDHome Depot$3,428,020$384,143 ▼-10.1%10,4230.7%Retail/WholesaleKLACKLA$3,262,8610.0%2,2160.6%Computer and TechnologyCHWYChewy$3,171,690$149,175 ▲4.9%117,4700.6%Retail/WholesaleDISWalt Disney$2,997,707$81,056 ▲2.8%31,1030.6%Consumer DiscretionaryEEMiShares MSCI Emerging Markets ETF$2,819,226$324,668 ▲13.0%49,6430.5%FinanceORCLOracle$2,742,130$30,893 ▼-1.1%18,6400.5%Computer and TechnologyXOMExxonMobil$2,628,712$329,989 ▲14.4%15,4940.5%EnergyTJXTJX Companies$2,507,929$39,765 ▲1.6%15,7040.5%Retail/WholesaleNKENIKE$2,417,096$199,554 ▲9.0%45,7610.5%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$2,412,998$183,352 ▼-7.1%5,6590.5%ETFEOGEOG Resources$2,390,465$307,934 ▲14.8%16,5350.5%EnergyPYPLPayPal$2,389,230$108,235 ▲4.7%52,8240.5%Business ServicesLLYEli Lilly and Company$2,308,623$180,275 ▲8.5%2,5100.4%MedicalBRK.BBerkshire Hathaway$2,223,967$127,946 ▼-5.4%4,6410.4%FinanceECLEcolab$2,153,964$5,320 ▼-0.2%8,0970.4%Basic MaterialsELEstee Lauder Companies$1,928,460$174,042 ▲9.9%26,8700.4%Consumer StaplesILMNIllumina$1,817,469$145,447 ▲8.7%14,7450.3%MedicalABBVAbbVie$1,778,416$177,037 ▲11.1%8,1770.3%MedicalPEPPepsiCo$1,685,673$7,299 ▼-0.4%10,8550.3%Consumer StaplesSBUXStarbucks$1,659,565$24,816 ▼-1.5%18,5240.3%Retail/WholesaleAVGOBroadcom$1,654,331$579,093 ▲53.9%5,3450.3%Computer and TechnologyVLOValero Energy$1,653,954$8,648 ▼-0.5%6,6940.3%EnergyTMOThermo Fisher Scientific$1,634,829$19,661 ▼-1.2%3,3260.3%MedicalALGNAlign Technology$1,585,556$168,001 ▲11.9%9,2490.3%MedicalZTSZoetis$1,570,420$13,594 ▼-0.9%13,2850.3%MedicalCVXChevron$1,554,233$24,621 ▼-1.6%7,5120.3%EnergyMCDMcDonald's$1,548,977$13,675 ▼-0.9%4,9840.3%Retail/WholesaleNEENextEra Energy$1,527,412$24,149 ▼-1.6%16,4450.3%UtilitiesROPER TECHNOLOGIES INC$1,521,244$2,477 ▲0.2%4,2990.3%COMELVElevance Health$1,514,981$2,342 ▼-0.2%5,1750.3%MedicalVOVanguard Mid-Cap ETF$1,380,761$4,308 ▼-0.3%4,8080.3%ETFAPHAmphenol$1,357,883$25,144 ▼-1.8%10,7470.3%Computer and TechnologyGNTXGentex$1,354,219$1,792 ▼-0.1%61,9780.3%Auto/Tires/TrucksADBEAdobe$1,215,886$2,188 ▼-0.2%5,0020.2%Computer and TechnologyDVYiShares Select Dividend ETF$1,186,2970.0%7,8350.2%ETFVIGVanguard Dividend Appreciation ETF$1,177,884$24,732 ▼-2.1%5,4770.2%ETFVEAVanguard FTSE Developed Markets ETF$1,174,074$259,140 ▼-18.1%18,3220.2%ETFFDXFedEx$1,081,0060.0%3,0350.2%TransportationCATCaterpillar$1,056,314$152,319 ▼-12.6%1,4910.2%IndustrialsDGROiShares Core Dividend Growth ETF$1,052,1660.0%14,9920.2%ETFAMGNAmgen$1,049,920$3,518 ▼-0.3%2,9840.2%MedicalCSCOCisco Systems$1,045,292$126,394 ▼-10.8%13,4720.2%Computer and TechnologyINTCIntel$1,045,219$221 ▼0.0%23,6850.2%Computer and TechnologyKOCocaCola$1,033,291$67,684 ▲7.0%13,5870.2%Consumer StaplesIWBiShares Russell 1000 ETF$1,028,676$35,656 ▼-3.4%2,8850.2%ETFUNPUnion Pacific$964,9000.0%3,9770.2%TransportationPGProcter & Gamble$944,926$33,943 ▲3.7%6,5420.2%Consumer StaplesFITBFifth Third Bancorp$926,877$78,657 ▲9.3%19,9500.2%FinanceIWDiShares Russell 1000 Value ETF$915,576$189,739 ▼-17.2%4,2850.2%ETFIEFAiShares Core MSCI EAFE ETF$893,260$242,711 ▲37.3%9,8670.2%ETFVTIVanguard Total Stock Market ETF$885,7560.0%2,7610.2%ETFQUALiShares MSCI USA Quality Factor ETF$866,3040.0%4,5160.2%ETFLULUlululemon athletica$851,236$146,211 ▲20.7%5,5600.2%Consumer DiscretionaryIJTiShares S&P Small-Cap 600 Growth ETF$837,147$2,171 ▼-0.3%5,7850.2%ETFACIOAptus Collared Investment Opportunity ETF$823,7590.0%19,6320.2%ETFAMPAmeriprise Financial$821,251$444 ▼-0.1%1,8480.2%FinanceABTAbbott Laboratories$812,325$203,184 ▼-20.0%7,9120.2%MedicalIBMInternational Business Machines$811,764$1,212 ▼-0.1%3,3490.2%Computer and TechnologyShowing largest 100 holdings. 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