Sierra Legacy Group holds a focused book of 79 reported positions worth $129.1M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Tractor Supply Company and trimmed Ishares 0-1 Year Treasury Bo. Their largest long position is Ishares 0-1 Year Treasury Bo at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +11% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.7 points over this window.
Growth of $10,000 cloning Sierra Legacy Group's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~17 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
+1 sector below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sierra Legacy Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Greenbrier Partners Capital Management, LLC | 9 / 79 | $1.1B |
| Luma Capital S.A. - SPF | 8 / 79 | $88.6M |
| Emerald Advisors, LLC | 17 / 79 | $621.3M |
| New World Advisors LLC | 21 / 79 | $450.4M |
| Ardent Capital Management, Inc. | 10 / 79 | $177.0M |
| Park State Asset Management | 12 / 79 | $74.8M |
| Rockbridge Asset Management LLC | 10 / 79 | $110.0M |
| Independent Investors Inc | 13 / 79 | $370.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Sierra Legacy Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR TRUST ISHARE 0-1 | $17.8M | 161.1K | 13.8% | ▼−12% Reduced · −21K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $6.6M | 13.2K | 5.1% | ▲+14% Added · +2K sh | |
| 3 | Microsoft Corp COM | $6.0M | 16.1K | 4.7% | ▲+1.8% Added · +291 sh | |
| 4 | Ross Stores Inc COM | $5.5M | 25.9K | 4.3% | —Held | |
| 5 | TJX Cos Inc New COM | $5.1M | 33.9K | 4.0% | —Held | |
| 6 | Apple Inc COM | $4.0M | 13.9K | 3.1% | —Held | |
| 7 | Cummins Inc COM | $3.7M | 5.2K | 2.9% | ▼−38% Reduced · −3K sh | |
| 8 | Allegion PLC ORD SHS | $3.3M | 23.7K | 2.6% | ▲+4.1% Added · +937 sh | |
| 9 | Lockheed Martin Corp COM | $3.3M | 6.4K | 2.5% | ▲+2.1% Added · +135 sh | |
| 10 | Visa Inc COM CL A | $3.0M | 8.8K | 2.3% | —Held | |
| 11 | Alphabet Inc CAP STK CL A | $3.0M | 8.5K | 2.3% | ▲~0% Added · +2 sh | |
| 12 | Ametek Inc COM | $2.8M | 11.4K | 2.1% | —Held | |
| 13 | Hershey Co COM | $2.7M | 15.2K | 2.1% | ▲~0% Added · +1 sh | |
| 14 | Automatic Data Processing In COM | $1.9M | 8.6K | 1.5% | ▲+18% Added · +1K sh | |
| 15 | Cisco Sys Inc COM | $1.8M | 15.4K | 1.4% | ▼−42% Reduced · −11K sh | |
| 16 | West Pharmaceutical SVSC Inc COM | $1.8M | 5.0K | 1.4% | ▼−9.1% Reduced · −500 sh | |
| 17 | Amphenol Corp CL A | $1.8M | 10.2K | 1.4% | ▼−37% Reduced · −6K sh | |
| 18 | Berkley W R Corp COM | $1.8M | 25.5K | 1.4% | ▲+2.1% Added · +530 sh | |
| 19 | Accenture PLC Ireland SHS CLASS A | $1.7M | 13.9K | 1.3% | ▲+16% Added · +2K sh | |
| 20 | Mastercard Incorporated CL A | $1.6M | 3.2K | 1.3% | ▲+14% Added · +400 sh | |
| 21 | Badger Meter Inc COM | $1.6M | 10.8K | 1.2% | ▲+53% Added · +4K sh | |
| 22 | Northrop Grumman Corp COM | $1.6M | 3.1K | 1.2% | —Held | |
| 23 | Amazon Com Inc COM | $1.6M | 6.7K | 1.2% | ▲~0% Added · +2 sh | |
| 24 | Nordson Corp COM | $1.6M | 5.2K | 1.2% | ▼−16% Reduced · −1K sh | |
| 25 | Tractor Supply Co COM | $1.5M | 46.0K | 1.1% | ▲New New position | |
| 26 | Check Point Software Tech LT ORD | $1.4M | 10.7K | 1.1% | ▼−5.5% Reduced · −620 sh | |
| 27 | Motorola Solutions Inc COM NEW | $1.4M | 3.4K | 1.1% | —Held | |
| 28 | Smith A O Corp COM | $1.4M | 22.2K | 1.1% | ▲+15% Added · +3K sh | |
| 29 | Comfort Sys USA Inc COM | $1.3M | 680 | 1.0% | ▼−42% Reduced · −500 sh | |
| 30 | Ishares TR 0-3 MTH TREASURY | $1.3M | 13.3K | 1.0% | ▼−1.5% Reduced · −200 sh | |
| 31 | Johnson & Johnson COM | $1.3M | 5.2K | 1.0% | ▲+3.1% Added · +156 sh | |
| 32 | Danaher Corp Del COM | $1.3M | 6.8K | 1.0% | ▲+14% Added · +830 sh | |
| 33 | Agilent Technologies Inc COM | $1.2M | 9.1K | 0.9% | ▼−9.4% Reduced · −950 sh | |
| 34 | Otis Worldwide Corp COM | $1.2M | 16.8K | 0.9% | ▲+49% Added · +6K sh | |
| 35 | Ulta Beauty Inc COM | $1.2M | 2.6K | 0.9% | —Held | |
| 36 | General Dynamics Corp COM | $1.1M | 3.2K | 0.9% | —Held | |
| 37 | Elevance Health Inc Formerly COM | $1.1M | 2.8K | 0.8% | —Held | |
| 38 | Parker-Hannifin Corp COM | $1.0M | 1.1K | 0.8% | —Held | |
| 39 | Mettler Toledo International COM | $1.0M | 807 | 0.8% | —Held | |
| 40 | Broadridge Finl Solutions In COM | $1.0M | 7.5K | 0.8% | ▲+4.2% Added · +301 sh | |
| 41 | Idex Corp COM | $1.0M | 4.5K | 0.8% | ▼−18% Reduced · −1K sh | |
| 42 | Thermo Fisher Scientific Inc COM | $1.0M | 2.0K | 0.8% | —Held | |
| 43 | Bentley Sys Inc COM CL B | $995K | 33.3K | 0.8% | ▲+49% Added · +11K sh | |
| 44 | Alphabet Inc CAP STK CL C | $919K | 2.6K | 0.7% | —Held | |
| 45 | Intuit COM | $910K | 3.5K | 0.7% | ▼−2.8% Reduced · −100 sh | |
| 46 | Sap SE SPON ADR | $881K | 5.7K | 0.7% | —Held | |
| 47 | Costco Wholesale Corporation COM | $828K | 885 | 0.6% | —Held | |
| 48 | Steris PLC SHS USD | $769K | 3.6K | 0.6% | ▼−9.1% Reduced · −365 sh | |
| 49 | Zoetis Inc CL A | $739K | 10.3K | 0.6% | ▲+20% Added · +2K sh | |
| 50 | Copart Inc COM | $737K | 26.1K | 0.6% | ▲+43% Added · +8K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.