Legacy-Trust

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  "AXP",
  "VRCA",
  "BLK",
  "AVGO",
  "CMI",
  null,
  null,
  "EBAY",
  null,
  "EOG",
  "EXPE",
  "FITB",
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "LEN",
  "ITW",
  "ICE",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "LIN",
  "MA",
  "MSFT",
  "GWRE",
  "INCY",
  "ILMN",
  "ADM",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "AMGN",
  "IEFA",
  "ROP",
  "RTX",
  "GLD",
  "AMT",
  "SYK",
  "SBUX",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "BIV",
  "VO",
  "VV",
  null,
  "IWV",
  "SBAC",
  "VIG",
  null,
  "IWO",
  "IWN",
  "TSM",
  "DD",
  "EW",
  "ALGN",
  "ALB",
  "APH",
  "SDY",
  "FI",
  "WSO",
  "FTNT",
  "IWR",
  "TTC",
  "IDXX",
  "AMZN",
  "TTWO",
  null,
  "HBAN",
  "USB",
  "VLO",
  "VEA",
  "VB",
  "V",
  "WYNN",
  "GNTX",
  "DVY",
  "UFPI",
  null,
  "MTUM",
  null,
  "CHWY",
  "DGRO",
  "GWW",
  "FDX",
  "ALLY",
  "LULU",
  "ADP",
  "BRK-B",
  "CVX",
  "LNG",
  "CSCO",
  "CME",
  "KO",
  "CL",
  "CPRT",
  "COST",
  "IJT",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 159
Total Value: 414864712
Accession Number: 0001772483-25-000002
Form Type: 13F-HR
CIK: legacy-trust
Manager Name: Legacy-Trust

Data Enrichment

90% identified

143 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

159 positions • $414.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JOHNSON & JOHNSON

JNJ|478160104

Shares:—

Value:$7.0M

% of Portfolio:1.7% ($7.0M/$414.9M)

464287689

IWV|464287689

Shares:—

Value:$6.6M

% of Portfolio:1.6% ($6.6M/$414.9M)

QUALCOMM INC/DE

QCOM|747525103

Shares:—

Value:$6.5M

% of Portfolio:1.6% ($6.5M/$414.9M)

464287507

IJH|464287507

Shares:—

Value:$6.3M

% of Portfolio:1.5% ($6.3M/$414.9M)

LENNAR CORP /NEW/

LEN|526057104

Shares:—

Value:$6.2M

% of Portfolio:1.5% ($6.2M/$414.9M)

464287655

IWM|464287655

Shares:—

Value:$6.2M

% of Portfolio:1.5% ($6.2M/$414.9M)

CUMMINS INC

CMI|231021106

Shares:—

Value:$6.2M

% of Portfolio:1.5% ($6.2M/$414.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:—

Value:$5.9M

% of Portfolio:1.4% ($5.9M/$414.9M)

Expedia Group, Inc.

EXPE|30212P303

Shares:—

Value:$5.8M

% of Portfolio:1.4% ($5.8M/$414.9M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:—

Value:$5.4M

% of Portfolio:1.3% ($5.4M/$414.9M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:—

Value:$4.9M

% of Portfolio:1.2% ($4.9M/$414.9M)

464287614

IWF|464287614

Shares:—

Value:$4.4M

% of Portfolio:1.1% ($4.4M/$414.9M)

Chewy, Inc.

CHWY|16679L109

Shares:—

Value:$4.2M

% of Portfolio:1.0% ($4.2M/$414.9M)

Ally Financial Inc.

ALLY|02005N100

Shares:—

Value:$4.0M

% of Portfolio:1.0% ($4.0M/$414.9M)

EOG RESOURCES INC

EOG|26875P101

Shares:—

Value:$3.7M

% of Portfolio:0.9% ($3.7M/$414.9M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:—

Value:$3.6M

% of Portfolio:0.9% ($3.6M/$414.9M)

Walt Disney Co

DIS|254687106

Shares:—

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$414.9M)

WYNN RESORTS LTD

WYNN|983134107

Shares:—

Value:$3.4M

% of Portfolio:0.8% ($3.4M/$414.9M)

lululemon athletica inc.

LULU|550021109

Shares:—

Value:$3.4M

% of Portfolio:0.8% ($3.4M/$414.9M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$414.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	—	QoQ - YoY -	All Managers (Combined)	$7.0M	1.7% ($7.0M/$414.9M)	QoQ +17.95% (+$1.1M) YoY +12.35% (+$767.8K)
(IWVcusip464287689)	—	QoQ - YoY -	All Managers (Combined)	$6.6M	1.6% ($6.6M/$414.9M)	QoQ -5.12% (-$358.4K) YoY +4.12% (+$262.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	—	QoQ - YoY -	All Managers (Combined)	$6.5M	1.6% ($6.5M/$414.9M)	QoQ +1.75% (+$112.5K) YoY -8.50% (-$604.5K)
(IJHcusip464287507)	—	QoQ - YoY -	All Managers (Combined)	$6.3M	1.5% ($6.3M/$414.9M)	QoQ -6.57% (-$446.8K) YoY -2.98% (-$195.1K)
LENNAR CORP /NEW/(LENcusip526057104)	—	QoQ - YoY -	All Managers (Combined)	$6.2M	1.5% ($6.2M/$414.9M)	QoQ -7.68% (-$518.3K) YoY -27.66% (-$2.4M)
(IWMcusip464287655)	—	QoQ - YoY -	All Managers (Combined)	$6.2M	1.5% ($6.2M/$414.9M)	QoQ -7.37% (-$495.5K) YoY -1.16% (-$73.6K)
CUMMINS INC(CMIcusip231021106)	—	QoQ - YoY -	All Managers (Combined)	$6.2M	1.5% ($6.2M/$414.9M)	QoQ -9.33% (-$638.6K) YoY +14.69% (+$795.1K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	—	QoQ - YoY -	All Managers (Combined)	$5.9M	1.4% ($5.9M/$414.9M)	QoQ -6.23% (-$394.9K) YoY +21.78% (+$1.1M)
Expedia Group, Inc.(EXPEcusip30212P303)	—	QoQ - YoY -	All Managers (Combined)	$5.8M	1.4% ($5.8M/$414.9M)	QoQ -9.89% (-$632.9K) YoY +45.91% (+$1.8M)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	—	QoQ - YoY -	All Managers (Combined)	$5.4M	1.3% ($5.4M/$414.9M)	QoQ +13.05% (+$619.3K) YoY +75.56% (+$2.3M)
DuPont de Nemours, Inc.(DDcusip26614N102)	—	QoQ - YoY -	All Managers (Combined)	$4.9M	1.2% ($4.9M/$414.9M)	QoQ +0.01% (+$905) YoY +15.91% (+$676.2K)
(IWFcusip464287614)	—	QoQ - YoY -	All Managers (Combined)	$4.4M	1.1% ($4.4M/$414.9M)	QoQ -10.13% (-$498.5K) YoY +1.89% (+$82.3K)
Chewy, Inc.(CHWYcusip16679L109)	—	QoQ - YoY -	All Managers (Combined)	$4.2M	1.0% ($4.2M/$414.9M)	QoQ -2.27% (-$97.5K) YoY +229.12% (+$2.9M)
Ally Financial Inc.(ALLYcusip02005N100)	—	QoQ - YoY -	All Managers (Combined)	$4.0M	1.0% ($4.0M/$414.9M)	QoQ +3.76% (+$145.9K) YoY +1.62% (+$64.3K)
EOG RESOURCES INC(EOGcusip26875P101)	—	QoQ - YoY NEW	All Managers (Combined)	$3.7M	0.9% ($3.7M/$414.9M)	QoQ +13.92% (+$455.6K) YoY NEW(+$3.7M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	—	QoQ - YoY -	All Managers (Combined)	$3.6M	0.9% ($3.6M/$414.9M)	QoQ -23.26% (-$1.1M) YoY +16.48% (+$506.2K)
Walt Disney Co(DIScusip254687106)	—	QoQ - YoY -	All Managers (Combined)	$3.5M	0.8% ($3.5M/$414.9M)	QoQ -10.46% (-$411.1K) YoY +2.90% (+$99.4K)
WYNN RESORTS LTD(WYNNcusip983134107)	—	QoQ - YoY -	All Managers (Combined)	$3.4M	0.8% ($3.4M/$414.9M)	QoQ -1.27% (-$44.6K) YoY -13.65% (-$544.4K)
lululemon athletica inc.(LULUcusip550021109)	—	QoQ - YoY -	All Managers (Combined)	$3.4M	0.8% ($3.4M/$414.9M)	QoQ -25.32% (-$1.1M) YoY -19.41% (-$810.3K)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$3.1M	0.7% ($3.1M/$414.9M)	QoQ -19.04% (-$724.3K) YoY +19.98% (+$512.7K)