Sierra Legacy Group - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Sierra Legacy Group held in its portfolio 72 assets valued at $136,221,258 (i.e. $136.22M).
The most valuable assets in the portfolio included: ISHARES TR ($21.50M), MICROSOFT CORP ($7.60M), and BERKSHIRE HATHAWAY INC DEL ($5.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 72 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sierra Legacy Group - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 195143 | 21494994 | TRUST ISHARE 0-1 |
| MICROSOFT CORP | 15718 | 7601539 | COM |
| BERKSHIRE HATHAWAY INC DEL | 11549 | 5805105 | CL B NEW |
| TJX COS INC NEW | 34612 | 5316749 | COM |
| ROSS STORES INC | 27103 | 4882334 | COM |
| CUMMINS INC | 8700 | 4440915 | COM |
| APPLE INC | 13929 | 3786760 | COM |
| SPDR SERIES TRUST | 38905 | 3555139 | STATE STREET SPD |
| ALLEGION PLC | 21977 | 3499178 | ORD SHS |
| ALPHABET INC | 10250 | 3208250 | CAP STK CL A |
| ACCENTURE PLC IRELAND | 11860 | 3182038 | SHS CLASS A |
| LOCKHEED MARTIN CORP | 6542 | 3164169 | COM |
| VISA INC | 8720 | 3058191 | COM CL A |
| HERSHEY CO | 15106 | 2748951 | COM |
| AMETEK INC | 11405 | 2341561 | COM |
| AMPHENOL CORP NEW | 16720 | 2259541 | CL A |
| CISCO SYS INC | 26580 | 2047457 | COM |
| CHECK POINT SOFTWARE TECH LT | 11017 | 2044315 | ORD |
| ROCKWELL AUTOMATION INC | 5154 | 2005267 | COM |
| NORTHROP GRUMMAN CORP | 3244 | 1849761 | COM |
| BERKLEY W R CORP | 24910 | 1746689 | COM |
| AUTOMATIC DATA PROCESSING IN | 6392 | 1644214 | COM |
| ULTA BEAUTY INC | 2619 | 1584521 | COM |
| MASTERCARD INCORPORATED | 2775 | 1584192 | CL A |
| AMAZON COM INC | 6657 | 1536569 | COM |
| WEST PHARMACEUTICAL SVSC INC | 5526 | 1520424 | COM |
| NORDSON CORP | 6197 | 1489945 | COM |
| COMFORT SYS USA INC | 1535 | 1432600 | COM |
| PARKER-HANNIFIN CORP | 1610 | 1415126 | COM |
| THE CIGNA GROUP | 5101 | 1403948 | COM |
| SAP SE | 5718 | 1388959 | SPON ADR |
| DANAHER CORPORATION | 6005 | 1374665 | COM |
| AGILENT TECHNOLOGIES INC | 9880 | 1344372 | COM |
| MOTOROLA SOLUTIONS INC | 3375 | 1293705 | COM NEW |
| SMITH A O CORP | 19302 | 1290918 | COM |
| SALESFORCE INC | 4806 | 1273157 | COM |
| THERMO FISHER SCIENTIFIC INC | 1970 | 1141517 | COM |
| METTLER TOLEDO INTERNATIONAL | 809 | 1127900 | COM |
| ADOBE INC | 3177 | 1111918 | COM |
| GENERAL DYNAMICS CORP | 3199 | 1076975 | COM |
| JOHNSON & JOHNSON | 5093 | 1054080 | COM |
| NIKE INC | 15904 | 1013244 | CL B |
| TE CONNECTIVITY PLC | 4445 | 1011282 | ORD SHS |
| WATERS CORP | 2642 | 1003511 | COM |
| ELEVANCE HEALTH INC FORMERLY | 2830 | 992057 | COM |
| UNITEDHEALTH GROUP INC | 2944 | 971844 | COM |
| IDEX CORP | 5458 | 971197 | COM |
| ZOETIS INC | 7560 | 951199 | CL A |
| OTIS WORLDWIDE CORP | 10705 | 935082 | COM |
| ALPHABET INC | 2740 | 859812 | CAP STK CL C |
| ICON PLC | 4670 | 850967 | SHS |
| COSTCO WHSL CORP NEW | 885 | 763171 | COM |
| ISHARES TR | 9150 | 757803 | 1 3 YR TREAS BD |
| WALMART INC | 6450 | 718595 | COM |
| KEYSIGHT TECHNOLOGIES INC | 3350 | 680687 | COM |
| CARLISLE COS INC | 2012 | 643558 | COM |
| FISERV INC | 8975 | 602851 | COM |
| COPART INC | 13880 | 543402 | COM |
| ETFS GOLD TR | 12875 | 528905 | PHYSCL GOLD SHS |
| C H ROBINSON WORLDWIDE INC | 3030 | 487103 | COM NEW |
| SIMPSON MFG INC | 3000 | 484410 | COM |
| LITTELFUSE INC | 1820 | 460314 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 2000 | 446340 | COM |
| ISHARES TR | 4366 | 438259 | 0-3 MNTH TREASRY |
| PRUDENTIAL FINL INC | 3000 | 338640 | COM |
| NXP SEMICONDUCTORS N V | 1275 | 276752 | COM |
| GRACO INC | 3205 | 262714 | COM |
| VERISIGN INC | 1035 | 251453 | COM |
| AUTODESK INC | 775 | 229408 | COM |
| MARKEL GROUP INC | 99 | 212815 | COM |
| APPLIED MATLS INC | 795 | 204307 | COM |
| AMGEN INC | 614 | 200968 | COM |
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