Long-term investor
Legacy Trust @legacytrust
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001772483).
Record
- Tracked since 2025-06-30 (449 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +8.0% · 1 year n/a · all +9.4%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.5% · long · since 2025-06-30
- AAPL · 4.9% · long · since 2025-06-30
- PANW · 4.1% · long · since 2025-06-30
- URI · 3.5% · long · since 2025-06-30
- GOOGL · 3.3% · long · since 2025-06-30
- TSM · 3.3% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- GS · 2.7% · long · since 2025-06-30
- GWW · 2.3% · long · since 2025-06-30
- CMI · 2.2% · long · since 2025-06-30
- V · 2.1% · long · since 2025-06-30
- JNJ · 2.0% · long · since 2025-06-30