Holdings
Sierra Legacy Group
As of Jun 30, 2026, Sierra Legacy Group reported 65 positions worth US$99.1M. Largest: Berkshire Hathaway Inc., Microsoft Corp. and Ross Stores, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 13,202 | US$6.61M | +1,576 | Jun 30, 2026 |
| Microsoft Corp. | 16,109 | US$6.01M | +291 | Jun 30, 2026 |
| Ross Stores, Inc. | 25,863 | US$5.5M | no change | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 33,862 | US$5.13M | no change | Jun 30, 2026 |
| Apple Inc | 13,929 | US$4.03M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 11,023 | US$3.94M | −21 | Jun 30, 2026 |
| Cummins Inc. | 5,223 | US$3.73M | −3,207 | Jun 30, 2026 |
| Lockheed Martin Corporation | 6,406 | US$3.26M | +135 | Jun 30, 2026 |
| Visa Inc. | 8,837 | US$3.03M | no change | Jun 30, 2026 |
| Ametek, Inc. | 11,405 | US$2.76M | no change | Jun 30, 2026 |