🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 776.81 -0.3% NASDAQ 100: 756.39 -0.4% Dow Jones: 534.08 -0.5%

Sierra Legacy Group - Q1 2026 13F Filings

SI

Sierra Legacy Group

CIK: 0002056766
Address: Arizona Scottsdale 6424 E. Greenway Parkway Suite 100
$131.11 M
Portfolio Value
77
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/17/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. INTU Intuit
+$1.55 M
2. BMI Badger Meter
+$1.08 M
3. SGOV Ishares 0-3 Month Treasury Bond Etf
+$916,006.3
4. STE Steris PLC
+$887,837
5. BR Broadridge Financial Solutions
+$840,996.13

Top Sells

Q1 2026
1. SHV Ishares Short Treasury Bond Etf
−$1.41 M
2. ROK Rockwell Automation
−$1.17 M
3. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
−$1.15 M
4. CI The Cigna Group
−$688,481.75
5. GOOGL Alphabet
−$517,608

Asset Allocation

Stocks/ETFs
-3.75%
$131.11 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sierra Legacy Group Q1 2026 Filing Summary

Sierra Legacy Group filed its 13F report for Q1 2026 on May 13, 2026. The portfolio totaled 131.11 M reflecting a -3.75% change from the prior quarter, spanning 77 assets. The top 10 holdings comprised 46.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 2 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Sierra Legacy Group’s Q1 2026 Filing

Sierra Legacy Group submitted their Form 13F-HR for the Q1 2026 period on 05/13/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sierra Legacy Group reported a managed portfolio value of 131.11 M, consisting of 77 individual positions.

This page displays the raw filing documents. To see which stocks Sierra Legacy Group bought or sold during Q1 2026, please visit Sierra Legacy Group's Portfolio Analysis page.