Institutions / Sierra Legacy Group
Sierra Legacy Group
CIK 2056766 · Institution · as of Dec 31, 2025
Portfolio value
$136.22M
Positions
72
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 72 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $21.49M | 15.8% |
| Microsoft Corp | $7.60M | 5.6% |
| Warren E. Buffett | $5.81M | 4.3% |
| TJX Cos Inc/The | $5.32M | 3.9% |
| Ross Stores, Inc. | $4.88M | 3.6% |
| Cummins Inc | $4.44M | 3.3% |
| Apple Inc. | $3.79M | 2.8% |
| SPDR Series Trust | $3.56M | 2.6% |
| Allegion plc | $3.50M | 2.6% |
| Alphabet Inc. | $3.21M | 2.4% |
| Accenture plc | $3.18M | 2.3% |
| Lockheed Martin Corp | $3.16M | 2.3% |
| Visa Inc | $3.06M | 2.2% |
| Hershey Co | $2.75M | 2.0% |
| AMETEK Inc | $2.34M | 1.7% |
| Amphenol Corp /De | $2.26M | 1.7% |
| Cisco Systems, Inc. | $2.05M | 1.5% |
| Check Point Software Technologies Ltd | $2.04M | 1.5% |
| Rockwell Automation Inc | $2.01M | 1.5% |
| Northrop Grumman Corp | $1.85M | 1.4% |
| W. R. Berkley Corporation | $1.75M | 1.3% |
| Automatic Data Processing Inc | $1.64M | 1.2% |
| Ulta Beauty, Inc. | $1.58M | 1.2% |
| Mastercard Inc | $1.58M | 1.2% |
| Amazon.com Inc | $1.54M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.