| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
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.