account_balance

Investment manager · 13F filer · SEC CIK 2056766

Sierra Legacy Group

Reported value$136Mas of Sep 30, 2026
Positions81 4 new, 2 sold out
Top 10 weight44.9%SHV alone is 13%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SHV iShares Tr 13.0% Held
MSFT Microsoft Corp 6.1% HeldBRK-B Berkshire Hathaway Inc 4.8% HeldROST Ross Stores, Inc. 4.4% HeldTJX TJX Companies Inc 3.6% Added +10%AAPL Apple Inc. 3.4% HeldALLE Allegion PLC 2.7% HeldLMT Lockheed Martin Corp 2.4% HeldV Visa Inc. 2.3% HeldGOOGL Alphabet Inc. 2.1% HeldAME Ametek Inc 2.1% HeldCMI Cummins Inc 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Jul 17, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist