Legacy Trust Portfolio Holdings
Legacy Trust
- $408 Billion
- Q2 2025
Legacy Trust has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $408 Billion distributed in 144 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 $22.3B, Microsoft Corp with a value of $18.6B, Apple Inc. with a value of $15.9B, Palo Alto Networks Inc with a value of $13.5B, and United Rentals, Inc. with a value of $13.2B.
Examining the 13F form we can see an decrease of $7.17B in the current position value, from $415B to 408B.
Legacy Trust is based out at Grand Rapids, MI
Below you can find more details about Legacy Trust portfolio as well as his latest detailed transactions.
Portfolio value
$408 Billion
Technology: $83.6 Billion
ETFs: $81 Billion
Financial Services: $59.1 Billion
Industrials: $42.4 Billion
Consumer Cyclical: $39.1 Billion
Healthcare: $34.6 Billion
Communication Services: $30.1 Billion
Energy: $13.6 Billion
Other: $23 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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