Legacy Trust
SEC Form 13F institutional filer · CIK 0001772483
13F-HR · 141 reported holdings · 2026-03-31
Reported long-US-equity value
$0.46B
Top-10 concentration
42.3%
Legacy Trust — $460M AUM allocation strategy
Legacy Trust files SEC Form 13F and reports $460M of long US equity value across 141 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.8%, followed by Industrials 9.7% and Financials 7.3%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Legacy Trust — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$460M
total across 141 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CRM +21K sh · +$3.78M+$IVV +12K sh · +$2.11M+$SYK +8.09K sh · +$2.15M
Biggest trims (shares)
−$JPM −15.5K sh · −$5.68M−$NVDA −12.4K sh · −$3.22M−$EW −7.45K sh · −$673K
Exited to nil (held last quarter, gone now)
$BKNG ($246K last qtr)$WFC ($241K last qtr)$BAC ($212K last qtr)$PGR ($203K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals6.9%—
- Systems Software6.0%—
- Interactive Media & Services5.2%—
- Semiconductors2.9%—
- Investment Banking & Brokerage2.9%—
- Trading Companies & Distributors2.7%—
- Aerospace & Defense2.5%—
- Pharmaceuticals2.4%—
- Other holdings68.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 126K | $31.9M | +1.27K | 6.9% |
| $MSFT | Microsoft Corporation | 45.4K | $16.8M | +1.04K | 3.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 54.4K | $15.6M | +158 | 3.4% |
| $NVDA | NVIDIA Corporation | 74.9K | $13.1M | -12.4K | 2.8% |
| $GS | Goldman Sachs Group Inc | 15.4K | $13M | -50 | 2.8% |
| $URI | United Rentals Inc | 17.4K | $12.7M | +135 | 2.8% |
| $RTX | RTX Corporation | 61.4K | $11.8M | -111 | 2.6% |
| $JNJ | Johnson & Johnson | 45K | $11M | +1.17K | 2.4% |
…and 133 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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