News + Filings Holdings
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Legacy Trust
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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INTUITIVE SURGICAL INC
| ISRG | Common | 11,453 | 11,453 | 3,916,239,000 | 3,916,239,000 | 1.08 | |
Hist
| 06/30/2023 |
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lululemon athletica inc.
| LULU | Common | 10,215 | 10,215 | 3,866,378,000 | 3,866,378,000 | 1.07 | 0.01 |
Hist
| 06/30/2023 |
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LINDE PLC
| LIN | SHS | 1,095 | 1,095 | 417,283,000 | 417,283,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 1,069 | 1,069 | 394,910,000 | 394,910,000 | 0.11 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| MGK | Common | 1,515 | 1,515 | 356,510,000 | 356,510,000 | 0.10 | |
Hist
| 06/30/2023 |
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FASTENAL CO
| FAST | Common | 4,717 | 4,717 | 278,256,000 | 278,256,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| BIL | Common | 2,829 | 2,829 | 259,759,000 | 259,759,000 | 0.07 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VGLT | Common | 3,870 | 3,870 | 245,861,000 | 245,861,000 | 0.07 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TLT | OPTION | 2,384 | 2,384 | 245,409,000 | 245,409,000 | 0.07 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEI | STOCK | 2,090 | 2,090 | 240,893,000 | 240,893,000 | 0.07 | |
Hist
| 06/30/2023 |
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CARRIER GLOBAL Corp
| CARR | Common | 4,828 | 4,828 | 240,000,000 | 240,000,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 905 | 905 | 236,902,000 | 236,902,000 | 0.07 | |
Hist
| 06/30/2023 |
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AUTOMATIC DATA PROCESSING INC
| ADP | Common | 1,029 | 1,029 | 226,164,000 | 226,164,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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COPART INC
| CPRT | Common | 2,428 | 2,428 | 221,458,000 | 221,458,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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WATSCO INC
| WSO | Common | 580 | 580 | 221,253,000 | 221,253,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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COSTAR GROUP, INC.
| CSGP | Common | 2,395 | 2,395 | 213,155,000 | 213,155,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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Madison Covered Call & Equity Strategy Fund
| MCN | Common | 26,670 | 26,670 | 197,358,000 | 197,358,000 | 0.05 | |
Hist
| 06/30/2023 |
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Verrica Pharmaceuticals Inc.
| VRCA | Common | 18,750 | 18,750 | 108,188,000 | 108,188,000 | 0.03 | 0.04 |
Hist
| 06/30/2023 |
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