Institutional Fund
Legacy Trust
Grand Rapids, MICIK 17724835 filings on record
Portfolio Value
$521.90M
Q1 2026
Holdings
203
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-2.4%
from $534.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.1%
- Ishares Tr5.4%
- Microsoft Corp3.2%
- Alphabet Inc3.0%
- Taiwan Semiconductor Mfg Ltd2.8%
- Nvidia Corporation2.5%
- Other77.0%
Portfolio Holdings
203 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 125.5K | $31.86M | 6.1% | +1.3K | Added |
| 2 | Ishares Tr | 43.0K | $28.11M | 5.4% | +3.3K | Added |
| 3 | Microsoft Corp | 45.4K | $16.81M | 3.2% | +1.0K | Added |
| 4 | Alphabet Inc | 54.4K | $15.64M | 3.0% | +158 | Added |
| 5 | Taiwan Semiconductor Mfg Ltd | 43.0K | $14.52M | 2.8% | −352 | Reduced |
| 6 | Nvidia Corporation | 74.9K | $13.07M | 2.5% | −12.4K | Reduced |
| 7 | Goldman Sachs Group Inc | 15.4K | $13.04M | 2.5% | −50 | Reduced |
| 8 | United Rentals Inc | 17.4K | $12.70M | 2.4% | +135 | Added |
| 9 | Rtx Corporation | 61.4K | $11.84M | 2.3% | −111 | Reduced |
| 10 | Johnson & Johnson | 45.0K | $11.01M | 2.1% | +1.2K | Added |
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