Legacy Private Trust Co. Portfolio Holdings
Legacy Private Trust Co.
- $1.52 Billion
- Q2 2025
Legacy Private Trust Co. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.52 Billion distributed in 329 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $204M, Vanguard Total Stock Market Et with a value of $158M, Spdr Portfolio S&P 1500 Compos with a value of $83M, Vanguard Ftse Developed Market with a value of $62.7M, and Nvidia Corp with a value of $43M.
Examining the 13F form we can see an increase of $98.2M in the current position value, from $1.42B to 1.52B.
Below you can find more details about Legacy Private Trust Co. portfolio as well as his latest detailed transactions.
Portfolio value
$1.52 Billion
ETFs: $1 Billion
Technology: $173 Million
Financial Services: $86.9 Million
Healthcare: $51.1 Million
Consumer Cyclical: $50.9 Million
Communication Services: $48.4 Million
Industrials: $35.4 Million
Consumer Defensive: $33.5 Million
Other: $25.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 329
- Current Value $1.52 Billion
- Prior Value $1.42 Billion
- Filing
- Period Q2 2025
- Filing Date July 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 14 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 134 stocks