Long-term investor
Legacy Private Trust Co. @legacyprivatetrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001352547).
Record
- Tracked since 2025-06-30 (446 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +15.6% · all +15.6%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 13.5% · long · since 2025-06-30
- 922908769 · 9.7% · long · since 2025-06-30
- 921943858 · 4.4% · long · since 2025-06-30
- 921937835 · 3.2% · long · since 2025-06-30
- 78464A805 · 3.1% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- 922908652 · 2.2% · long · since 2025-06-30
- GOOGL · 2.2% · long · since 2025-06-30
- 808524102 · 2.0% · long · since 2025-06-30
- AVGO · 1.8% · long · since 2025-06-30
- 72201R775 · 1.7% · long · since 2025-06-30