13F
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Legacy Private Trust Co.

13F equity value
$1.6B
Positions
257
Top 10 concentration
45.5%
Quarters / total new picks
29 / 136
13F equity value over time
$0M$848M$2B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 29 quarters, returned +0.1% per quarter — versus +2.7% per quarter from simply owning every 13F stock. It beat that baseline in only 34.5% of quarters (excess t = -0.84, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-2.1%
t-stat
-0.84
Quarterly win rate
35%
Annualized excess
-12.7%
$1 → follow vs universe
$0.80 vs $1.97
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200630: universe 1.00420200930: universe 1.23220201231: universe 1.28820210331: universe 1.29920210630: universe 1.40320210930: universe 1.26020220331: universe 1.35220220630: universe 1.25320220930: universe 1.34620221231: universe 1.25020230331: universe 1.31720230630: universe 1.27020230930: universe 1.44120231231: universe 1.50620240331: universe 1.54020240630: universe 1.68020240930: universe 1.66520241231: universe 1.55420250331: universe 1.69420250630: universe 1.74820250930: universe 1.965 20180331: follow 0.98220180630: follow 0.99520180930: follow 0.98420181231: follow 1.02320190331: follow 0.98920190630: follow 1.05920190930: follow 1.10820191231: follow 0.84820200630: follow 1.02120200930: follow 1.09820201231: follow 1.17820210331: follow 1.15220210630: follow 1.35720210930: follow 1.09320220331: follow 1.20620220630: follow 0.75120220930: follow 0.81420221231: follow 0.72120230331: follow 0.63920230630: follow 0.59920230930: follow 0.61820231231: follow 0.63420240331: follow 0.70320240630: follow 0.72220240930: follow 0.66520241231: follow 0.68720250331: follow 0.71620250630: follow 0.65320250930: follow 0.805 0.55 1.34 2.12 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 257 · 2026 Q1

Ticker Value Weight QoQ
IVV $216M
13.4%
HOLD
VTI $156M
9.7%
HOLD
VEA $72M
4.5%
HOLD
SPTM $70M
4.3%
HOLD
AAPL $48M
3.0%
HOLD
NVDA $44M
2.7%
TRIM
VXF $35M
2.1%
TRIM
GOOGL $34M
2.1%
TRIM
SCHB $32M
2.0%
TRIM
AVGO $28M
1.8%
HOLD
BND $27M
1.7%
HOLD
BOND $27M
1.7%
HOLD
MSFT $26M
1.6%
HOLD
JMBS $26M
1.6%
ADD
VWO $25M
1.5%
ADD
JPM $22M
1.4%
HOLD
VXUS $22M
1.4%
TRIM
AGG $21M
1.3%
TRIM
AMZN $20M
1.2%
TRIM
ACWX $16M
1.0%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AMCRBSMVCTAETNGILDGLDLRCXMUNKESBUXT

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.