Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Legacy Trust > Profile

Instuitional Investor - Legacy Trust

Fund Profile
Filing Period:
Fund Name: Legacy Trust
Portfolio Value $414,864,712
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 85,083 $18,899,487 4.56%
2.
Microsoft Corp
 MSFT 40,933 $15,365,839 3.7%
3.
Spdr S & P 500 Etf Trust
 SPY 26,252 $14,685,106 3.54%
4.
Ishares Trust
 IEF 24,367 $13,692,020 3.3%
5.
Visa Inc.
 V 37,037 $12,979,987 3.13%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)