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Home > Institutional Investor > Legacy Trust > Profile

Instuitional Investor - Legacy Trust

Fund Profile
Filing Period:
Fund Name: Legacy Trust
Portfolio Value $407,697,891
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 35,984 $22,342,690 5.48%
2.
Microsoft Corp
 MSFT 37,454 $18,629,994 4.57%
3.
Apple Inc.
 AAPL 77,571 $15,915,242 3.9%
4.
Palo Alto Networks Inc
 PANW 65,952 $13,496,417 3.31%
5.
United Rentals Inc.
 URI 17,469 $13,161,145 3.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)