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Home > Institutional Investor > Legacy Trust > Profile

Instuitional Investor - Legacy Trust

Fund Profile
Filing Period:
Fund Name: Legacy Trust
Portfolio Value $3,094,532
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 125,520 $31,855,721 6.1%
2.
Ishares Trust
 IEF 43,030 $28,107,862 5.39%
3.
Microsoft Corp
 MSFT 45,423 $16,814,232 3.22%
4.
Alphabet Inc.
 GOOGL 54,401 $15,643,552 3%
5.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 42,955 $14,516,642 2.78%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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