Sierra Legacy Group holds a focused book of 79 stocks worth $129.1M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +8% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056766/holdings"
Use Arkolith to show Sierra Legacy Group's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.5 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Sierra Legacy Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 79 | $1.5T |
| MORGAN STANLEY | 80 / 79 | $355.6B |
| UBS Group AG | 80 / 79 | $86.5B |
| STIFEL FINANCIAL CORP | 80 / 79 | $22.6B |
| OSAIC HOLDINGS, INC. | 80 / 79 | $8.3B |
| Tower Research Capital LLC (TRC) | 80 / 79 | $574.1M |
| FMR LLC | 79 / 79 | $448.3B |
| JPMORGAN CHASE & CO | 79 / 79 | $313.9B |
Ranked by how many of Sierra Legacy Group's top 79 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.