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Legacy Trust

Q2 2026 13F Holdings

  • Location
    grand rapids, MI
  • Num holdings

    210

  • Value ($000)

    $565,597

  • Date Filed
    07/31/2026
  • Form type
    13F-HR
  • CIK
    0001772483
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$31.22M
6 %

41,688

A
AAPL

APPLE INC

COM
037833100
$27.74M
5 %

95,877

P
PANW

PALO ALTO NETWORKS INC

COM
697435105
$23M
4 %

67,441

U
URI

UNITED RENTALS INC

COM
911363109
$19.56M
4 %

17,263

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$18.82M
3 %

52,660

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$18.5M
3 %

38,747

M
MSFT

MICROSOFT CORP

COM
594918104
$16.41M
3 %

43,996

G
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$15.33M
3 %

15,155

G
GWW

WW GRAINGER INC

COM
384802104
$12.76M
2 %

9,381

C
CMI

CUMMINS INC

COM
231021106
$12.69M
2 %

17,796

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