Sierra Legacy Group
Sierra Legacy Group reported 79 stocks worth $129M in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are SHV (13.8%), BRK.B (5.1%) and MSFT (4.7%). Compared with Q1 2026, the fund opened new positions in TSCO, SPGI and CME, added to BRK.B, MSFT and ALLE, trimmed SHV, CMI and CSCO and sold out of KEYS, ROK and LFUS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SHV Ishares TR | $17.8M | 13.8% | 161K | −21K (−12%) | 7 of 7 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $6.6M | 5.1% | 13K | +1,576 (+14%) | 7 of 7 | |
| 3 |  MSFT Microsoft Corp | $6M | 4.7% | 16K | +291 (+2%) | 7 of 7 | |
| 4 |  ROST Ross Stores Inc | $5.5M | 4.3% | 26K | No change | 7 of 7 | |
| 5 |  TJX Tjx Cos Inc New | $5.1M | 4.0% | 34K | No change | 7 of 7 | |
| 6 |  AAPL Apple Inc | $4M | 3.1% | 14K | No change | 7 of 7 | |
| 7 |  CMI Cummins Inc | $3.7M | 2.9% | 5,223 | −3,207 (−38%) | 7 of 7 | |
| 8 |  ALLE Allegion PLC | $3.3M | 2.6% | 24K | +937 (+4%) | 7 of 7 | |
| 9 |  LMT Lockheed Martin Corp | $3.3M | 2.5% | 6,406 | +135 (+2%) | 7 of 7 | |
| 10 |  V Visa Inc | $3M | 2.4% | 8,837 | No change | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sierra Legacy Group 13F FAQ
What does Sierra Legacy Group own?
Sierra Legacy Group reported 79 stocks worth $129M in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are SHV (13.8%), BRK.B (5.1%) and MSFT (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Sierra Legacy Group buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 22 added to, 18 trimmed and 4 sold out. New positions include TSCO, SPGI and CME. It sold all of KEYS, ROK and LFUS.
When will Sierra Legacy Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sierra Legacy Group's portfolio worth?
The Q2 2026 filing reports $129M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.