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Sierra Legacy Group 13F holdings

Filed 2026-07-17 · Sierra Legacy Group · 79 positions · $129.1M

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TickerCompanySharesValue% of portfolio
SHVISHARES TR161.1K$17.8M13.8%
BRK-BBERKSHIRE HATHAWAY INC DEL13.2K$6.6M5.1%
MSFTMICROSOFT CORP16.1K$6.0M4.7%
ROSTROSS STORES INC25.9K$5.5M4.3%
TJXTJX COS INC NEW33.9K$5.1M4.0%
AAPLAPPLE INC13.9K$4.0M3.1%
CMICUMMINS INC5.2K$3.7M2.9%
—ALLEGION PLC23.7K$3.3M2.6%
LMTLOCKHEED MARTIN CORP6.4K$3.3M2.5%
VVISA INC8.8K$3.0M2.3%
GOOGLALPHABET INC8.5K$3.0M2.3%
AMEAMETEK INC11.4K$2.8M2.1%
HSYHERSHEY CO15.2K$2.7M2.1%
ADPAUTOMATIC DATA PROCESSING IN8.6K$1.9M1.5%
CSCOCISCO SYS INC15.4K$1.8M1.4%
WSTWEST PHARMACEUTICAL SVSC INC5.0K$1.8M1.4%
APHAMPHENOL CORP10.2K$1.8M1.4%
WRBBERKLEY W R CORP25.5K$1.8M1.4%
—ACCENTURE PLC IRELAND13.9K$1.7M1.3%
MAMASTERCARD INCORPORATED3.2K$1.6M1.3%
BMIBADGER METER INC10.8K$1.6M1.2%
NOCNORTHROP GRUMMAN CORP3.1K$1.6M1.2%
AMZNAMAZON COM INC6.7K$1.6M1.2%
NDSNNORDSON CORP5.2K$1.6M1.2%
TSCOTRACTOR SUPPLY CO46.0K$1.5M1.1%
CHKPCHECK POINT SOFTWARE TECH LT10.7K$1.4M1.1%
MSIMOTOROLA SOLUTIONS INC3.4K$1.4M1.1%
AOSSMITH A O CORP22.2K$1.4M1.1%
FIXCOMFORT SYS USA INC680$1.3M1.0%
SGOVISHARES TR13.3K$1.3M1.0%
JNJJOHNSON & JOHNSON5.2K$1.3M1.0%
DHRDANAHER CORP DEL6.8K$1.3M1.0%
AAGILENT TECHNOLOGIES INC9.1K$1.2M0.9%
OTISOTIS WORLDWIDE CORP16.8K$1.2M0.9%
ULTAULTA BEAUTY INC2.6K$1.2M0.9%
GDGENERAL DYNAMICS CORP3.2K$1.1M0.9%
ELVELEVANCE HEALTH INC FORMERLY2.8K$1.1M0.8%
PHPARKER-HANNIFIN CORP1.1K$1.0M0.8%
MTDMETTLER TOLEDO INTERNATIONAL807$1.0M0.8%
BRBROADRIDGE FINL SOLUTIONS IN7.5K$1.0M0.8%
IEXIDEX CORP4.5K$1.0M0.8%
TMOTHERMO FISHER SCIENTIFIC INC2.0K$1.0M0.8%
BSYBENTLEY SYS INC33.3K$994,5900.8%
GOOGALPHABET INC2.6K$918,6580.7%
ISRGINTUIT3.5K$910,1070.7%
SAPSAP SE5.7K$881,2010.7%
COSTCOSTCO WHOLESALE CORPORATION885$827,8910.6%
—STERIS PLC3.6K$768,5810.6%
ZTSZOETIS INC10.3K$739,2240.6%
CPRTCOPART INC26.1K$736,6610.6%
TYLTYLER TECHNOLOGIES INC2.5K$734,0750.6%
CSLCARLISLE COS INC2.0K$727,3140.6%
CRMSALESFORCE INC4.5K$705,9100.5%
CITHE CIGNA GROUP2.5K$694,7140.5%
—TE CONNECTIVITY PLC3.4K$691,5220.5%
BILSPDR SERIES TRUST7.3K$669,4300.5%
SPGIS&P GLOBAL INC1.6K$665,4630.5%
ADBEADOBE INC3.2K$658,9340.5%
NKENIKE INC15.9K$652,8590.5%
CMECME GROUP INC2.9K$631,1320.5%
Top Fund Holdings
13F
Top Fund Holdings

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