Institutional Investor · CIK 0002056766
SIERRA LEGACY GROUP
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
80
Total Value
$132.15M
Total Shares
839.26K
Latest Filing
Jul 17, 2026
CIK
0002056766
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 161,125 | $17.78M | 0.0847% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 13,202 | $6.61M | 0.0006% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 16,109 | $6.01M | 0.0002% | SH | — | View |
Ross Stores Inc(RSO.DE) | Consumer Cyclical | Grocery Stores | 2026-06-30 | 2026-07-17 | 25,863 | $5.50M | 0.0081% | SH | — | View |
| Consumer Cyclical | Apparel - Retail | 2026-06-30 | 2026-07-17 | 33,862 | $5.13M | 0.0031% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 13,929 | $4.03M | 0.0001% | SH | — | View |
Cummins Inc.(CMI) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 5,223 | $3.73M | 0.0038% | SH | — | View |
Allegion plc(ALLE) | Industrials | Security & Protection Services | 2026-06-30 | 2026-07-17 | 23,696 | $3.33M | 0.0279% | SH | — | View |
Lockheed Martin Corporation(LOM.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 6,406 | $3.26M | 0.0028% | SH | — | View |
iShares Digital Security UCITS…(L0CK.DE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 6,406 | $3.26M | 0.0043% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 8,837 | $3.03M | 0.0005% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 8,452 | $3.02M | 0.0001% | SH | — | View |
AMETEK, Inc.(AME) | Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-17 | 11,405 | $2.76M | 0.0050% | SH | — | View |
The Hershey Company(HSY) | Consumer Defensive | Food Confectioners | 2026-06-30 | 2026-07-17 | 15,196 | $2.67M | 0.0075% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-17 | 8,588 | $1.92M | 0.0021% | SH | — | View | |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-17 | 15,450 | $1.81M | 0.0004% | SH | — | View |
| Healthcare | Medical - Instruments & Supplies | 2026-06-30 | 2026-07-17 | 5,016 | $1.80M | 0.0071% | SH | — | View | |
Amphenol Corporation(APH) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-17 | 10,205 | $1.80M | 0.0008% | SH | — | View |
| Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-17 | 25,455 | $1.80M | 0.0068% | SH | — | View | |
Accenture plc(ACN) | Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 13,867 | $1.73M | 0.0023% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 3,175 | $1.63M | 0.0004% | SH | — | View |
Badger Meter, Inc.(BMI) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 10,843 | $1.61M | 0.0374% | SH | — | View |
Northrop Grumman Corporation(NTH.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 3,144 | $1.60M | 0.0022% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 6,659 | $1.59M | 0.0001% | SH | — | View |
Nordson Corporation(NDSN) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 5,187 | $1.56M | 0.0093% | SH | — | View |
Tractor Supply Company(TSCO) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 45,965 | $1.45M | 0.0088% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 10,738 | $1.41M | 0.0105% | SH | — | View | |
Motorola Solutions, Inc.(MTLA.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-17 | 3,375 | $1.40M | 0.0020% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 22,196 | $1.39M | 0.0160% | SH | — | View | |
| Industrials | Engineering & Construction | 2026-06-30 | 2026-07-17 | 680 | $1.35M | 0.0019% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 13,266 | $1.34M | 0.0014% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 5,249 | $1.33M | 0.0002% | SH | — | View |
Danaher Corporation(DAP.DE) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-17 | 6,835 | $1.30M | 0.0010% | SH | — | View |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-17 | 9,148 | $1.22M | 0.0032% | SH | — | View | |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 16,751 | $1.20M | 0.0044% | SH | — | View | |
Ulta Beauty, Inc.(ULTA) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 2,619 | $1.18M | 0.0061% | SH | — | View |
General Dynamics Corporation(GDX.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 3,199 | $1.13M | 0.0012% | SH | — | View |
Elevance Health Inc.(ANTM) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-17 | 2,830 | $1.09M | 0.0012% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 1,065 | $1.04M | 0.0008% | SH | — | View | |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-17 | 807 | $1.03M | 0.0040% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 7,477 | $1.02M | 0.0065% | SH | — | View | |
IDEX Corporation(IEX) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 4,458 | $1.01M | 0.0060% | SH | — | View |
Thermo Fisher Scientific Inc.(TN8.DE) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-17 | 2,011 | $1.01M | 0.0005% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-17 | 33,275 | $994.59K | 0.0114% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 2,600 | $918.66K | 0.0000% | SH | — | View |
Intuit Inc.(INTU) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 3,487 | $910.11K | 0.0013% | SH | — | View |
Intuit Inc.(ITU.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 3,487 | $910.11K | 0.0013% | SH | — | View |
SAP SE(SAP) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 5,718 | $881.20K | 0.0005% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 885 | $827.89K | 0.0002% | SH | — | View |
Zoetis Inc.(ZTS) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 10,287 | $739.22K | 0.0025% | SH | — | View |
Copart, Inc.(CPRT) | Industrials | Specialty Business Services | 2026-06-30 | 2026-07-17 | 26,132 | $736.66K | 0.0028% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-17 | 2,510 | $734.08K | 0.0061% | SH | — | View | |
| Basic Materials | Construction Materials | 2026-06-30 | 2026-07-17 | 2,005 | $727.31K | 0.0050% | SH | — | View | |
Salesforce, Inc.(FOO.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 4,506 | $705.91K | 0.0006% | SH | — | View |
| Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-17 | 2,520 | $694.71K | 0.0010% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 7,305 | $669.43K | 0.0014% | SH | — | View | |
S&P Global Inc.(SPGI) | Financial Services | Financial - Data & Stock Exchanges | 2026-06-30 | 2026-07-17 | 1,634 | $665.46K | 0.0006% | SH | — | View |
Adobe Inc.(ADBE.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 3,214 | $658.93K | 0.0008% | SH | — | View |
NIKE, Inc.(NKE.DE) | Consumer Cyclical | Apparel - Footwear & Accessories | 2026-06-30 | 2026-07-17 | 15,904 | $652.86K | 0.0011% | SH | — | View |
CME Group Inc.(CME) | Financial Services | Financial - Data & Stock Exchanges | 2026-06-30 | 2026-07-17 | 2,858 | $631.13K | 0.0008% | SH | — | View |
| Basic Materials | Construction Materials | 2026-06-30 | 2026-07-17 | 3,010 | $630.14K | 0.0073% | SH | — | View | |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-17 | 3,030 | $570.67K | 0.0026% | SH | — | View | |
Waters Corporation(WAT) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-17 | 1,500 | $562.56K | 0.0020% | SH | — | View |
Graco Inc.(GGG) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 7,372 | $557.40K | 0.0046% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 6,400 | $525.50K | 0.0021% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 12,875 | $492.21K | 0.0073% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 6,308 | $484.96K | 0.0104% | SH | — | View | |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-17 | 2,670 | $463.81K | 0.0035% | SH | — | View | |
Veralto Corporation(VLTO) | Industrials | Industrial - Pollution & Treatment Controls | 2026-06-30 | 2026-07-17 | 5,132 | $455.11K | 0.0021% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 3,400 | $385.08K | 0.0000% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 3,400 | $385.08K | 0.0000% | SH | — | View |
PayPay Corporation(PAYP) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 25,010 | $358.39K | 0.0037% | SH | — | View |
NXP Semiconductors N.V.(NXPI) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 1,275 | $358.31K | 0.0005% | SH | — | View |
Markel Corporation(MKL) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-17 | 174 | $339.82K | 0.0014% | SH | — | View |
| Financial Services | Insurance - Life | 2026-06-30 | 2026-07-17 | 3,000 | $323.79K | 0.0009% | SH | — | View | |
McKesson Corporation(MCK) | Healthcare | Medical - Distribution | 2026-06-30 | 2026-07-17 | 376 | $284.11K | 0.0003% | SH | — | View |
LeMaitre Vascular, Inc.(LMAT) | Healthcare | Medical - Instruments & Supplies | 2026-06-30 | 2026-07-17 | 2,933 | $281.45K | 0.0128% | SH | — | View |
Fiserv, Inc.(FI) | Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 5,454 | $267.52K | 0.0010% | SH | — | View |
VeriSign, Inc.(VRSN) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 1,030 | $259.11K | 0.0011% | SH | — | View |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-17 | 614 | $222.34K | 0.0001% | SH | — | View |
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