Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Apple Inc | 7 | Q2 2024 | 6.6% |
MICROSOFT CORP | 7 | Q2 2024 | 4.6% |
State Street ETF/USA | 7 | Q2 2024 | 3.8% |
United Rentals Inc | 7 | Q2 2024 | 3.6% |
VISA INC | 7 | Q2 2024 | 2.7% |
ISHARES | 7 | Q2 2024 | 2.9% |
Palo Alto Networks Inc | 7 | Q2 2024 | 3.0% |
iShares ETFs/USA | 7 | Q2 2024 | 2.2% |
WW Grainger Inc | 7 | Q2 2024 | 2.4% |
ALPHABET INC | 7 | Q2 2024 | 2.5% |
View Legacy Trust's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-16 |
13F-HR | 2024-04-23 |
13F-HR | 2024-01-24 |
13F-HR | 2023-10-16 |
13F-HR | 2023-08-08 |
13F-HR | 2023-04-19 |
13F-HR | 2023-04-03 |
View Legacy Trust's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.