Legacy Private Trust Co. Portfolio Holdings
Legacy Private Trust Co.
- $1.65 Billion
- Q3 2025
Legacy Private Trust Co. has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.65 Billion distributed in 337 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 $220M, Vanguard Total Stock Market Et with a value of $166M, Spdr Portfolio S&P 1500 Compos with a value of $72.4M, Vanguard Ftse Developed Market with a value of $68.2M, and Apple Inc. with a value of $49.8M.
Examining the 13F form we can see an increase of $130M in the current position value, from $1.52B to 1.65B.
Below you can find more details about Legacy Private Trust Co. portfolio as well as his latest detailed transactions.
Portfolio value
$1.65 Billion
ETFs: $1.06 Billion
Technology: $202 Million
Financial Services: $102 Million
Communication Services: $57.3 Million
Healthcare: $56.7 Million
Consumer Cyclical: $54.7 Million
Industrials: $39 Million
Consumer Defensive: $34.5 Million
Other: $27.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 337
- Current Value $1.65 Billion
- Prior Value $1.52 Billion
- Filing
- Period Q3 2025
- Filing Date October 08, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 10 stocks
- Additional Purchases 80 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks