Charis Legacy Partners, LLC reported 28 holdings worth US$81.3M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Charis Legacy Partners, LLC reported 28 holdings worth US$81.3M as of Jun 30, 2026. Largest: Kla Corporation, Caterpillar, Inc. and Apple Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$81.3M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Kla Corporation | 18,380 | US$5.55M | 6.8% |
| Caterpillar, Inc. | 1,670 | US$1.78M | 2.2% |
| Apple Inc | 3,631 | US$1.05M | 1.3% |
| Meta Platforms, Inc. | 460 | US$259K | 0.32% |
| Berkshire Hathaway Inc. | 443 | US$222K | 0.27% |
| Phillips 66 | 0 | US$0 | 0.00% |