Legacy Private Trust Co. - Portfolio overview

Legacy Private Trust Co. has 274 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 9.95%
2. AAPL - APPLE INC, 6.93%
3. NVDA - NVIDIA CORPORATION, 6.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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