Holdings
Charis Legacy Partners, LLC
As of Jun 30, 2026, Charis Legacy Partners, LLC reported 5 positions worth US$8.86M. Largest: Kla Corporation, Caterpillar, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kla Corporation | 18,380 | US$5.55M | +16,542 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,670 | US$1.78M | no change | Jun 30, 2026 |
| Apple Inc | 3,631 | US$1.05M | −110 | Jun 30, 2026 |
| Meta Platforms, Inc. | 460 | US$259K | +49 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 443 | US$222K | no change | Jun 30, 2026 |