Sierra Legacy Group — 13F holdings

Sierra Legacy Group reported 79 holdings worth $129M in its 13F filing for Q2 2026, filed July 17, 2026.

Largest positions

1. SHV ISHARES TR — $17.8M (13.8%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $6.61M (5.1%)
3. MSFT MICROSOFT CORP — $6.01M (4.7%)
4. ROST ROSS STORES INC — $5.50M (4.3%)
5. TJX TJX COS INC NEW — $5.13M (4.0%)
6. AAPL APPLE INC — $4.03M (3.1%)
7. CMI CUMMINS INC — $3.73M (2.9%)
8. ALLE ALLEGION PLC — $3.33M (2.6%)
9. LMT LOCKHEED MARTIN CORP — $3.26M (2.5%)
10. V Visa Inc — $3.03M (2.3%)