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

Page 8 of 8

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46137V597

Shares:—

Value:$266.0K

% of Portfolio:0.1% ($266.0K/$414.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:—

Value:$261.8K

% of Portfolio:0.1% ($261.8K/$414.9M)

46138G102

Shares:—

Value:$257.2K

% of Portfolio:0.1% ($257.2K/$414.9M)

74347B698

Shares:—

Value:$254.5K

% of Portfolio:0.1% ($254.5K/$414.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:—

Value:$254.5K

% of Portfolio:0.1% ($254.5K/$414.9M)

922908751

VB|922908751

Shares:—

Value:$251.9K

% of Portfolio:0.1% ($251.9K/$414.9M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:—

Value:$250.2K

% of Portfolio:0.1% ($250.2K/$414.9M)

Guidewire Software, Inc.

GWRE|40171V100

Shares:—

Value:$244.5K

% of Portfolio:0.1% ($244.5K/$414.9M)

46434G103

IEMG|46434G103

Shares:—

Value:$241.4K

% of Portfolio:0.1% ($241.4K/$414.9M)

46436E379

Shares:—

Value:$234.3K

% of Portfolio:0.1% ($234.3K/$414.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:—

Value:$233.7K

% of Portfolio:0.1% ($233.7K/$414.9M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:—

Value:$215.5K

% of Portfolio:0.1% ($215.5K/$414.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:—

Value:$209.1K

% of Portfolio:0.1% ($209.1K/$414.9M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:—

Value:$207.4K

% of Portfolio:0.1% ($207.4K/$414.9M)

EBAY INC

EBAY|278642103

Shares:—

Value:$207.4K

% of Portfolio:0.0% ($207.4K/$414.9M)

Tesla, Inc.

TSLA|88160R101

Shares:—

Value:$182.4K

% of Portfolio:0.0% ($182.4K/$414.9M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:—

Value:$152.9K

% of Portfolio:0.0% ($152.9K/$414.9M)

UFP INDUSTRIES INC

UFPI|90278Q108

Shares:—

Value:$94.7K

% of Portfolio:0.0% ($94.7K/$414.9M)

Verrica Pharmaceuticals Inc.

VRCA|92511W108

Shares:—

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$414.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V597)✕	—	QoQ - YoY -	All Managers (Combined)	$266.0K	0.1% ($266.0K/$414.9M)	QoQ -9.01% (-$26.3K) YoY -3.61% (-$10.0K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	—	QoQ - YoY -	All Managers (Combined)	$261.8K	0.1% ($261.8K/$414.9M)	QoQ +0.84% (+$2.2K) YoY -0.24% (-$638)
(cusip46138G102)✕	—	QoQ - YoY -	All Managers (Combined)	$257.2K	0.1% ($257.2K/$414.9M)	QoQ -2.22% (-$5.9K) YoY +4.44% (+$10.9K)
(cusip74347B698)✕	—	QoQ - YoY -	All Managers (Combined)	$254.5K	0.1% ($254.5K/$414.9M)	QoQ -3.07% (-$8.1K) YoY +2.46% (+$6.1K)
Palantir Technologies Inc.(PLTRcusip69608A108)	—	QoQ - YoY NEW	All Managers (Combined)	$254.5K	0.1% ($254.5K/$414.9M)	QoQ -1.47% (-$3.8K) YoY NEW(+$254.5K)
(VBcusip922908751)	—	QoQ NEW YoY NEW	All Managers (Combined)	$251.9K	0.1% ($251.9K/$414.9M)	QoQ NEW(+$251.9K) YoY NEW(+$251.9K)
GENERAL DYNAMICS CORP(GDcusip369550108)	—	QoQ - YoY -	All Managers (Combined)	$250.2K	0.1% ($250.2K/$414.9M)	QoQ +0.49% (+$1.2K) YoY -38.05% (-$153.7K)
Guidewire Software, Inc.(GWREcusip40171V100)	—	QoQ - YoY NEW	All Managers (Combined)	$244.5K	0.1% ($244.5K/$414.9M)	QoQ +11.99% (+$26.2K) YoY NEW(+$244.5K)
(IEMGcusip46434G103)	—	QoQ - YoY NEW	All Managers (Combined)	$241.4K	0.1% ($241.4K/$414.9M)	QoQ +11.31% (+$24.5K) YoY NEW(+$241.4K)
(cusip46436E379)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$234.3K	0.1% ($234.3K/$414.9M)	QoQ NEW(+$234.3K) YoY NEW(+$234.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	—	QoQ - YoY -	All Managers (Combined)	$233.7K	0.1% ($233.7K/$414.9M)	QoQ +16.28% (+$32.7K) YoY +12.80% (+$26.5K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	—	QoQ NEW YoY NEW	All Managers (Combined)	$215.5K	0.1% ($215.5K/$414.9M)	QoQ NEW(+$215.5K) YoY NEW(+$215.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	—	QoQ - YoY -	All Managers (Combined)	$209.1K	0.1% ($209.1K/$414.9M)	QoQ -11.99% (-$28.5K) YoY -26.29% (-$74.6K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	—	QoQ NEW YoY NEW	All Managers (Combined)	$207.4K	0.1% ($207.4K/$414.9M)	QoQ NEW(+$207.4K) YoY NEW(+$207.4K)
EBAY INC(EBAYcusip278642103)	—	QoQ NEW YoY NEW	All Managers (Combined)	$207.4K	0.0% ($207.4K/$414.9M)	QoQ NEW(+$207.4K) YoY NEW(+$207.4K)
Tesla, Inc.(TSLAcusip88160R101)	—	QoQ - YoY NEW	All Managers (Combined)	$182.4K	0.0% ($182.4K/$414.9M)	QoQ -39.43% (-$118.8K) YoY NEW(+$182.4K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	—	QoQ - YoY -	All Managers (Combined)	$152.9K	0.0% ($152.9K/$414.9M)	QoQ -7.74% (-$12.8K) YoY -58.40% (-$214.6K)
UFP INDUSTRIES INC(UFPIcusip90278Q108)	—	QoQ - YoY -	All Managers (Combined)	$94.7K	0.0% ($94.7K/$414.9M)	QoQ -16.65% (-$18.9K) YoY -93.00% (-$1.3M)
Verrica Pharmaceuticals Inc.(VRCAcusip92511W108)	—	QoQ - YoY -	All Managers (Combined)	$2.9K	0.0% ($2.9K/$414.9M)	QoQ -36.83% (-$1.7K) YoY -97.41% (-$108.1K)