Institutional Fund
Sierra Legacy Group
Scottsdale, AZCIK 20567665 filings on record
Portfolio Value
$131.11M
Q1 2026
Holdings
77
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-3.8%
from $136.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.4%
- Microsoft Corp4.5%
- Ross Stores Inc4.3%
- Berkshire Hathaway Inc Del4.2%
- Tjx Cos Inc New4.1%
- Cummins Inc3.5%
- Other64.1%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 182.4K | $20.14M | 15.4% | −12.7K | Reduced |
| 2 | Microsoft Corp | 15.8K | $5.86M | 4.5% | +100 | Added |
| 3 | Ross Stores Inc | 25.9K | $5.60M | 4.3% | −1.2K | Reduced |
| 4 | Berkshire Hathaway Inc Del | 11.6K | $5.57M | 4.2% | +77 | Added |
| 5 | Tjx Cos Inc New | 33.9K | $5.41M | 4.1% | −750 | Reduced |
| 6 | Cummins Inc | 8.4K | $4.54M | 3.5% | −270 | Reduced |
| 7 | Lockheed Martin Corp | 6.3K | $3.79M | 2.9% | −271 | Reduced |
| 8 | Apple Inc | 13.9K | $3.54M | 2.7% | 0 | Held |
| 9 | Allegion PLC | 22.8K | $3.31M | 2.5% | +782 | Added |
| 10 | Hershey Co | 15.2K | $3.16M | 2.4% | +89 | Added |
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