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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46432F842

IEFA|46432F842

Shares:—

Value:$3.1M

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

INCYTE CORP

INCY|45337C102

Shares:—

Value:$3.0M

% of Portfolio:0.7% ($3.0M/$414.9M)

HOME DEPOT, INC.

HD|437076102

Shares:—

Value:$3.0M

% of Portfolio:0.7% ($3.0M/$414.9M)

ALBEMARLE CORP

ALB|012653101

Shares:—

Value:$3.0M

% of Portfolio:0.7% ($3.0M/$414.9M)

464287465

EFA|464287465

Shares:—

Value:$3.0M

% of Portfolio:0.7% ($3.0M/$414.9M)

Uber Technologies, Inc

UBER|90353T100

Shares:—

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$414.9M)

ORACLE CORP

ORCL|68389X105

Shares:—

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$414.9M)

US BANCORP \DE\

USB|902973304

Shares:—

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$414.9M)

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:—

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$414.9M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:—

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$414.9M)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:—

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$414.9M)

Elevance Health, Inc.

ELV|036752103

Shares:—

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$414.9M)

NIKE, Inc.

NKE|654106103

Shares:—

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$414.9M)

464287234

EEM|464287234

Shares:—

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$414.9M)

Zoetis Inc.

ZTS|98978V103

Shares:—

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$414.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$414.9M)

ECOLAB INC.

ECL|278865100

Shares:—

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$414.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:—

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$414.9M)

464287499

IWR|464287499

Shares:—

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$414.9M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:—

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$414.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	—	QoQ - YoY -	All Managers (Combined)	$3.1M	0.7% ($3.1M/$414.9M)	QoQ +10.37% (+$288.6K) YoY +4.83% (+$141.5K)
INCYTE CORP(INCYcusip45337C102)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	0.7% ($3.0M/$414.9M)	QoQ -10.95% (-$374.1K) YoY +44.68% (+$939.4K)
HOME DEPOT, INC.(HDcusip437076102)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	0.7% ($3.0M/$414.9M)	QoQ -6.90% (-$225.3K) YoY -2.33% (-$72.7K)
ALBEMARLE CORP(ALBcusip012653101)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	0.7% ($3.0M/$414.9M)	QoQ -13.50% (-$472.1K) YoY -34.08% (-$1.6M)
(EFAcusip464287465)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	0.7% ($3.0M/$414.9M)	QoQ +12.24% (+$323.4K) YoY +27.75% (+$644.0K)
Uber Technologies, Inc(UBERcusip90353T100)	—	QoQ - YoY NEW	All Managers (Combined)	$2.9M	0.7% ($2.9M/$414.9M)	QoQ +32.77% (+$727.3K) YoY NEW(+$2.9M)
ORACLE CORP(ORCLcusip68389X105)	—	QoQ - YoY -	All Managers (Combined)	$2.8M	0.7% ($2.8M/$414.9M)	QoQ -15.94% (-$524.1K) YoY +13.95% (+$338.2K)
US BANCORP \DE\(USBcusip902973304)	—	QoQ - YoY -	All Managers (Combined)	$2.7M	0.7% ($2.7M/$414.9M)	QoQ -9.55% (-$290.1K) YoY -28.31% (-$1.1M)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	—	QoQ - YoY -	All Managers (Combined)	$2.7M	0.6% ($2.7M/$414.9M)	QoQ +20.36% (+$449.5K) YoY -10.48% (-$311.1K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	0.6% ($2.6M/$414.9M)	QoQ +13.41% (+$301.7K) YoY +4.18% (+$102.5K)
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	—	QoQ - YoY -	All Managers (Combined)	$2.4M	0.6% ($2.4M/$414.9M)	QoQ -24.05% (-$751.8K) YoY -51.85% (-$2.6M)
Elevance Health, Inc.(ELVcusip036752103)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	0.5% ($2.3M/$414.9M)	QoQ +18.24% (+$348.8K) YoY -16.39% (-$443.2K)
NIKE, Inc.(NKEcusip654106103)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	0.5% ($2.3M/$414.9M)	QoQ -10.59% (-$266.7K) YoY -50.71% (-$2.3M)
(EEMcusip464287234)	—	QoQ - YoY -	All Managers (Combined)	$2.2M	0.5% ($2.2M/$414.9M)	QoQ +2.27% (+$49.5K) YoY +25.13% (+$448.1K)
Zoetis Inc.(ZTScusip98978V103)	—	QoQ - YoY -	All Managers (Combined)	$2.2M	0.5% ($2.2M/$414.9M)	QoQ -0.22% (-$5.0K) YoY -5.64% (-$133.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.5% ($2.1M/$414.9M)	QoQ +20.21% (+$356.0K) YoY +24.57% (+$417.7K)
ECOLAB INC.(ECLcusip278865100)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.5% ($2.1M/$414.9M)	QoQ +6.89% (+$134.1K) YoY +6.47% (+$126.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	—	QoQ - YoY -	All Managers (Combined)	$2.0M	0.5% ($2.0M/$414.9M)	QoQ -4.46% (-$95.1K) YoY -63.50% (-$3.5M)
(IWRcusip464287499)	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.4% ($1.8M/$414.9M)	QoQ +5.22% (+$90.2K) YoY +13.42% (+$215.2K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	—	QoQ - YoY -	All Managers (Combined)	$1.7M	0.4% ($1.7M/$414.9M)	QoQ -5.73% (-$103.0K) YoY -17.20% (-$351.8K)