1y return+18.3%S&P 500 +20.9%
3y return+55.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $180 against $195 in the S&P 500.2
Legacy TrustS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $31.2M | 5.5% | −3.1% |
| AAPLApple Inc | $27.7M | 4.9% | −23.6% |
| PANWPalo Alto Networks Inc | $23.0M | 4.1% | −1.3% |
| URIUnited Rentals Inc | $19.6M | 3.5% | |
| GOOGLAlphabet Inc | $18.8M | 3.3% | −3.2% |
| TSMTaiwan Semiconductor Manufac | $18.5M | 3.3% | −9.8% |
| MSFTMicrosoft Corp | $16.4M | 2.9% | −3.1% |
| GSGoldman Sachs Group Inc | $15.3M | 2.7% | −1.7% |
| GWWWw Grainger Inc | $12.8M | 2.3% | |
| CMICummins Inc | $12.7M | 2.2% | −1.1% |
| VVisa Inc | $12.2M | 2.1% | |
| JNJJohnson & Johnson | $11.4M | 2.0% | |
| IJRIshares Tr | $11.2M | 2.0% | −2.3% |
| SPYState Str Spdr S&p 500 Etf T | $10.6M | 1.9% | +1.8% |
| AXPAmerican Express Co | $10.6M | 1.9% | −2.8% |
| SYKStryker Corporation | $9.5M | 1.7% | |
| AMZNAmazon Com Inc | $9.1M | 1.6% | −24.2% |
| LNGCheniere Energy Inc | $8.9M | 1.6% | |
| RTXRtx Corporation | $8.9M | 1.6% | −23.7% |
| IJHIshares Tr | $8.6M | 1.5% | −3.8% |
| METAMeta Platforms Inc | $8.4M | 1.5% | |
| EXPEExpedia Group Inc | $8.1M | 1.4% | |
| COSTCostco Wholesale Corporation | $8.1M | 1.4% | +1.7% |
| IWVIshares Tr | $7.8M | 1.4% | −2.7% |
| JPMJpmorgan Chase & Co | $7.8M | 1.4% | −2.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $7.5M |
| TSMTaiwan Semiconductor Manufac | December 31, 2022 | +541.1% | $18.5M |
| PANWPalo Alto Networks Inc | December 31, 2022 | +388.8% | $23.0M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $8.4M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $18.8M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $4.5M |
| URIUnited Rentals Inc | December 31, 2022 | +218.7% | $19.6M |
| GSGoldman Sachs Group Inc | December 31, 2022 | +194.5% | $15.3M |
| CMICummins Inc | December 31, 2022 | +194.4% | $12.7M |
| EXPEExpedia Group Inc | December 31, 2022 | +192.1% | $8.1M |
Sold off last quarter
- Dupont De Nemours IncCUSIP 26614N102 was $4.6M
- Accenture PLC IrelandCUSIP G1151C101 was $682K
- Honeywell Intl IncCUSIP 438516106 was $524K
- ADSKAutodesk Inc was $396K
- TGTTarget Corp was $255K
- TMToyota Motor Corp was $235K
- OTISOtis Worldwide Corp was $216K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.5% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +9.8% | +10.5% |
| March 31, 2025 | −4.8% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +13.4% | +11.2% |
| September 30, 2023 | −5.3% | −3.6% |
| June 30, 2023 | +7.4% | +8.3% |
| March 31, 2023 | +8.1% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legacy Trust Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1772483&type=13F-HR&dateb=&owner=include&count=40CIK 1772483
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1772483/000177248326000004/Filed July 31, 2026 · accession 0001772483-26-000004