Sierra Legacy Group
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Sierra Legacy Group reported 60 stock positions worth $108.7 million. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 19.7% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Berkshire Hathaway Class B (BRK.B, 4.8%).
- Most Recent 13F
- Q2 2026
- Location
- Scottsdale, AZ
- CIK
- 0002056766
- Portfolio Value
- $108.7M (Q4 2024)
- SEC Filing
- 0001172661-25-001182 ↗ filed Feb 14, 2025
Holdings Value
Holdings 60 stocks · $108.7M
| SHV iShares 0-1 Year Treasury Bo | 19.72% | 194,667 | $21.4M | — |
| MSFT Microsoft Corp. | 6.20% | 15,985 | $6.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 4.85% | 11,627 | $5.3M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.94% | 35,437 | $4.3M | — |
| ROST Ross Stores Inc. | 3.73% | 26,825 | $4.1M | — |
| AAPL Apple Inc. | 3.21% | 13,936 | $3.5M | — |
| LMT Lockheed Martin Corp. | 3.02% | 6,747 | $3.3M | — |
| CMI Cummins Inc. | 2.81% | 8,770 | $3.1M | — |
| V Visa Inc. Class A | 2.59% | 8,910 | $2.8M | — |
| ACN Accenture PLC Class A | 2.35% | 7,274 | $2.6M | — |
| GOOGL Alphabet Inc. Class A | 2.30% | 13,220 | $2.5M | — |
| HSY The Hershey Co. | 2.28% | 14,658 | $2.5M | — |
| UNH Unitedhealth Group Inc. | 2.16% | 4,636 | $2.3M | — |
| FISV Fiserv Inc. | 2.04% | 10,785 | $2.2M | — |
| SHY iShares 1-3 Year Treasury Bo | 1.89% | 25,055 | $2.1M | — |
| ALLE Allegion PLC | 1.87% | 15,579 | $2.0M | — |
| NOC Northrop Grumman Corp. | 1.71% | 3,967 | $1.9M | — |
| ELV Elevance Health Inc. | 1.64% | 4,834 | $1.8M | — |
| CSCO Cisco Systems Inc. | 1.49% | 27,320 | $1.6M | — |
| MSI Motorola Solutions Inc. | 1.44% | 3,375 | $1.6M | — |
| AMZN Amazon.com Inc. | 1.40% | 6,917 | $1.5M | — |
| AME Ametek Inc. | 1.35% | 8,125 | $1.5M | — |
| CHKP Check Point Software Tech | 1.32% | 7,682 | $1.4M | — |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 1.31% | 24,385 | $1.4M | — |
| CI The Cigna Group | 1.31% | 5,157 | $1.4M | — |
| SAP Sap SE-Sponsored ADR | 1.30% | 5,718 | $1.4M | — |
| ROK Rockwell Automation Inc. | 1.23% | 4,678 | $1.3M | — |
| COST Costco Wholesale Corp. | 1.20% | 1,420 | $1.3M | — |
| ULTA Ulta Beauty Inc. | 1.14% | 2,839 | $1.2M | — |
| MA Mastercard Inc. Class A | 1.06% | 2,178 | $1.1M | — |
| FTV Fortive Corp. | 0.95% | 13,750 | $1.0M | — |
| PH Parker Hannifin Corp. | 0.94% | 1,610 | $1.0M | — |
| WAT Waters Corp. | 0.91% | 2,652 | $984K | — |
| NKE Nike Inc. Class B | 0.89% | 12,804 | $969K | — |
| TSCO Tractor Supply Company | 0.86% | 17,675 | $938K | — |
| GD General Dynamics Corp. | 0.79% | 3,253 | $857K | — |
| JNJ Johnson & Johnson | 0.75% | 5,660 | $818K | — |
| A Agilent Technologies Inc. | 0.75% | 6,090 | $818K | — |
| WMT Walmart Inc. | 0.75% | 9,000 | $813K | — |
| GOOG Alphabet Inc. Class C | 0.73% | 4,140 | $788K | — |
| KVUE Kenvue Inc. | 0.69% | 35,145 | $750K | — |
| NXPI NXP Semiconductors NV | 0.63% | 3,275 | $681K | — |
| AOS Smith (a.o.) Corp. | 0.62% | 9,920 | $677K | — |
| ADBE Adobe Inc. | 0.61% | 1,500 | $667K | — |
| LFUS Littelfuse Inc. | 0.59% | 2,715 | $640K | — |
| NDSN Nordson Corp. | 0.51% | 2,662 | $557K | — |
| KEYS Keysight Technologies Inc. | 0.50% | 3,370 | $541K | — |
| PRU Prudential Financial Inc. | 0.44% | 3,992 | $473K | — |
| FND Floor & Decor Holdings Inc. Class A | 0.42% | 4,599 | $459K | — |
| DHR Danaher Corp. | 0.34% | 1,600 | $367K | — |
| BROS Dutch Bros Inc. Class A | 0.30% | 6,305 | $330K | — |
| SGOL Abrdn Physical Gold Shares | 0.30% | 13,175 | $330K | — |
| CHRW C.H. Robinson Worldwide Inc. | 0.29% | 3,030 | $313K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 3,300 | $284K | — |
| OTIS Otis Worldwide Corp. | 0.25% | 2,900 | $269K | — |
| CRM Salesforce Inc. | 0.24% | 769 | $257K | — |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 487 | $253K | — |
| ADSK Autodesk Inc. | 0.21% | 775 | $229K | — |
| VRSN Verisign Inc. | 0.20% | 1,053 | $218K | — |
| ICLR Icon PLC | 0.20% | 1,027 | $215K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $129.1M | SHV, BRK.B, MSFT, ROST, TJX |
| Q1 2026 | 77 | $131.1M | SHV, MSFT, ROST, BRK.B, TJX |
| Q4 2025 | 72 | $136.2M | SHV, MSFT, BRK.B, TJX, ROST |
| Q3 2025 | 67 | $135.1M | SHV, MSFT, BRK.B, BIL, TJX |
| Q2 2025 | 67 | $128.9M | SHV, MSFT, BIL, BRK.B, TJX |
| Q1 2025 | 61 | $109.6M | SHV, BRK.B, MSFT, TJX, ROST |
| Q4 2024 | 60 | $108.7M | SHV, MSFT, BRK.B, TJX, ROST |