Legacy CG, LLC reported 45 holdings worth US$391M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Legacy CG, LLC reported 45 holdings worth US$391M as of Jun 30, 2026. Largest: Sandisk Corporation, Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$391M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Sandisk Corporation | 4,489 | US$10.2M | 2.6% |
| Amazon.com, Inc. | 41,972 | US$10M | 2.6% |
| Alphabet Inc (google) Class C | 25,206 | US$9.01M | 2.3% |
| Nvidia Corporation | 39,464 | US$7.9M | 2.0% |
| Broadcom Inc. | 20,750 | US$7.84M | 2.0% |
| Cvs Health Corporation | 75,718 | US$7.83M | 2.0% |
| Berkshire Hathaway Inc. | 14,368 | US$7.19M | 1.8% |
| Welltower Inc. | 31,196 | US$7.08M | 1.8% |
| Abbvie Inc. | 28,096 | US$7.07M | 1.8% |
| Microsoft Corp. | 17,172 | US$6.41M | 1.6% |
| Visa Inc. | 18,512 | US$6.35M | 1.6% |
| Motorola Solutions, Inc. | 15,136 | US$6.29M | 1.6% |
| Hilton Worldwide Holdings Inc. | 18,736 | US$6.19M | 1.6% |
| Jp Morgan Chase & Co. | 18,490 | US$6.05M | 1.5% |
| Walmart Inc. | 52,380 | US$5.93M | 1.5% |
| Nucor Corporation | 26,473 | US$5.9M | 1.5% |
| Apple Inc | 19,617 | US$5.68M | 1.5% |
| Union Pacific Corporation | 18,597 | US$5.06M | 1.3% |
| Devon Energy Corporation | 121K | US$4.99M | 1.3% |
| Oracle Corporation | 31,209 | US$4.57M | 1.2% |
| Pepsico, Inc. | 4,854 | US$657K | 0.17% |
| Aflac Incorporated | 2,304 | US$270K | 0.07% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |