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Sierra Legacy Group

All holdings · as of Dec 31, 2025

72 positions

CompanyClassValueShares% of portfolio
ISHARES TR—$21.49M195,14315.8%
MICROSOFT CORP—$7.60M15,7185.6%
Warren E. Buffett—$5.81M11,5494.3%
TJX Cos Inc/The—$5.32M34,6123.9%
ROSS STORES, INC.—$4.88M27,1033.6%
CUMMINS INC—$4.44M8,7003.3%
Apple Inc.—$3.79M13,9292.8%
SPDR SERIES TRUST—$3.56M38,9052.6%
Allegion plc—$3.50M21,9772.6%
Alphabet Inc.—$3.21M10,2502.4%
Accenture plc—$3.18M11,8602.3%
LOCKHEED MARTIN CORP—$3.16M6,5422.3%
Visa Inc—$3.06M8,7202.2%
HERSHEY CO—$2.75M15,1062.0%
AMETEK Inc—$2.34M11,4051.7%
AMPHENOL CORP /DE—$2.26M16,7201.7%
CISCO SYSTEMS, INC.—$2.05M26,5801.5%
Check Point Software Technologies Ltd—$2.04M11,0171.5%
Rockwell Automation Inc—$2.01M5,1541.5%
Northrop Grumman Corp—$1.85M3,2441.4%
W. R. Berkley Corporation—$1.75M24,9101.3%
AUTOMATIC DATA PROCESSING INC—$1.64M6,3921.2%
Ulta Beauty, Inc.—$1.58M2,6191.2%
Mastercard Inc—$1.58M2,7751.2%
Amazon.com Inc—$1.54M6,6571.1%
West Pharmaceutical Services Inc—$1.52M5,5261.1%
NORDSON CORP—$1.49M6,1971.1%
Comfort Systems USA Inc—$1.43M1,5351.1%
Parker-Hannifin Corp—$1.42M1,6101.0%
Cigna Group—$1.40M5,1011.0%
SAP SE—$1.39M5,7181.0%
DANAHER CORP /DE—$1.37M6,0051.0%
Agilent Technologies Inc—$1.34M9,8801.0%
Motorola Solutions, Inc.—$1.29M3,3750.9%
SMITH A O CORP—$1.29M19,3020.9%
Salesforce Inc—$1.27M4,8060.9%
THERMO FISHER SCIENTIFIC INC.—$1.14M1,9700.8%
Mettler-Toledo International Inc—$1.13M8090.8%
ADOBE INC.—$1.11M3,1770.8%
GENERAL DYNAMICS CORP—$1.08M3,1990.8%
JOHNSON & JOHNSON—$1.05M5,0930.8%
NIKE, Inc.—$1.01M15,9040.7%
TE Connectivity PLC—$1.01M4,4450.7%
Waters Corp—$1.00M2,6420.7%
Elevance Health Inc—$992.1K2,8300.7%
UNITEDHEALTH GROUP INC—$971.8K2,9440.7%
IDEX CORP /DE—$971.2K5,4580.7%
Zoetis Inc.—$951.2K7,5600.7%
Otis Worldwide Corp—$935.1K10,7050.7%
Alphabet Inc.—$859.8K2,7400.6%
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