Sierra Legacy Group filed its 13F report for Q2 2026 on July 17, 2026. The portfolio totaled 129.06 M reflecting a -1.57% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 45.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 4 complete exits.
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Sierra Legacy Group submitted their Form 13F-HR for the Q2 2026 period on 07/17/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Sierra Legacy Group reported a managed portfolio value of 129.06 M, consisting of 79 individual positions.
This page displays the raw filing documents. To see which stocks Sierra Legacy Group bought or sold during Q2 2026, please visit Sierra Legacy Group's Portfolio Analysis page.