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Sierra Legacy Group

All holdings · as of Dec 31, 2025

72 positions

CompanyClassValueShares% of portfolio
ICON plc$851.0K4,6700.6%
COSTCO WHOLESALE CORP /NEW$763.2K8850.6%
ISHARES TR$757.8K9,1500.6%
Walmart Inc.$718.6K6,4500.5%
Keysight Technologies, Inc.$680.7K3,3500.5%
CARLISLE COMPANIES INC$643.6K2,0120.5%
FISERV INC$602.9K8,9750.4%
Copart Inc$543.4K13,8800.4%
ETFS GOLD TR$528.9K12,8750.4%
CH Robinson Worldwide Inc$487.1K3,0300.4%
Simpson Manufacturing Co., Inc.$484.4K3,0000.4%
LITTELFUSE INC /DE$460.3K1,8200.3%
BROADRIDGE FINANCIAL SOLUTIONS INC$446.3K2,0000.3%
ISHARES TR$438.3K4,3660.3%
PRUDENTIAL FINANCIAL INC$338.6K3,0000.2%
NXP Semiconductors N.V.$276.8K1,2750.2%
GRACO INC$262.7K3,2050.2%
VeriSign Inc$251.5K1,0350.2%
Autodesk, Inc.$229.4K7750.2%
Markel Group Inc$212.8K990.2%
APPLIED MATERIALS INC /DE$204.3K7950.1%
AMGEN INC$201.0K6140.1%
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