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Legacy Private Trust Co.
hedge fundUpdated 13 days agoManaged by Legacy Private Trust Co. • Latest filing Q3 2026
Portfolio value
$1.8B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
99.0%
Weight of largest holdings
Annualized return
9.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.7B |
| Q4 2025 | $1.7B |
| Q1 2026 | $1.6B |
| Q2 2026 | $1.8B |
| Q3 2026 | $1.8B |
Top holdings
372 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $245.1M | 320.0K | 13.40% | Added(+7928.9%) | |
| 2 | $172.5M | 460.9K | 9.43% | Added(+21510.3%) | |
| 3 | $78.7M | 1.11M | 4.30% | Added(+2712.9%) | |
| 4 | $58.8M | 176.6K | 3.22% | Added(+5419.4%) | |
| 5 | $54.7M | 594.6K | 2.99% | Added(+3023.7%) | |
| 6 | $53.7M | 235.0K | 2.93% | Added(+6250.8%) | |
| 7 | $45.2M | 644.9K | 2.47% | Added(+6406.5%) | |
| 8 | $38.8M | 446.2K | 2.12% | Added(+1161.2%) | |
| 9 | $37.8M | 109.9K | 2.07% | Added(+6235.4%) | |
| 10 | $36.6M | 158.0K | 2.00% | Added(+4357.9%) | |
| 11 | $35M | 68.3K | 1.92% | Added(+9655.1%) | |
| 12 | $34.6M | 1.18M | 1.89% | Added(+1585.1%) | |
| 13 | $31.8M | 314.8K | 1.74% | Added(+336.1%) | |
| 14 | $29.6M | 84.2K | 1.62% | Added(+4644.1%) | |
| 15 | $26.6M | 448.8K | 1.46% | Added(+2897.1%) | |
| 16 | $23.8M | 72.0K | 1.30% | Added(+3384.1%) | |
| 17 | $23.8M | 20.6K | 1.30% | Added(+414.3%) | |
| 18 | $22.6M | 90.6K | 1.23% | Added(+4553.3%) | |
| 19 | $19.6M | 207.8K | 1.07% | Added(+46079.8%) | |
| 20 | $19.5M | 461.9K | 1.07% | Added(+550.6%) |