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Disclosery

13F-HR filed by Sierra Legacy Group

Sierra Legacy Group filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-20, with 72 holding rows worth $136,221,258.

Accession
0001172661-26-000226
Filer
CIK 2056766
Filed
2026-01-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 72 entries on the cover page, a total value of $136,221,258 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,221,258 with VALUE read as dollars as filed, 13F file number 028-25321. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Short Treasury Bond ETF464288679SHS195,143$21,494,994dollars as filed
Microsoft Corp594918104COM15,718$7,601,539dollars as filed
Berkshire Hathaway Inc084670702COM11,549$5,805,105dollars as filed
TJX Companies Inc872540109COM34,612$5,316,749dollars as filed
ROSS STORES INC COM778296103Stock27,103$4,882,334dollars as filed
CUMMINS INC COM231021106Stock8,700$4,440,915dollars as filed
Apple Inc037833100COM13,929$3,786,760dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS38,905$3,555,139dollars as filed
ALLEGION PLCG0176J109ORD SHS21,977$3,499,178dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM10,250$3,208,250dollars as filed
Accenture Plc Class AG1151C101COM11,860$3,182,038dollars as filed
Lockheed Martin Corporation539830109COM6,542$3,164,169dollars as filed
Visa Inc92826C839COM8,720$3,058,191dollars as filed
HERSHEY CO COM427866108Stock15,106$2,748,951dollars as filed
AMETEK INC COM031100100Stock11,405$2,341,561dollars as filed
AMPHENOL CORP NEW032095101COM16,720$2,259,541dollars as filed
Cisco Systems,Inc.17275R102COM26,580$2,047,457dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock11,017$2,044,315dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock5,154$2,005,267dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock3,244$1,849,761dollars as filed
BERKLEY W R CORP COM084423102Stock24,910$1,746,689dollars as filed
Automatic Data Processing,Inc.053015103COM6,392$1,644,214dollars as filed
ULTA BEAUTY INC COM90384S303Stock2,619$1,584,521dollars as filed
MasterCard, Inc57636Q104COM2,775$1,584,192dollars as filed
Amazon.com, Inc023135106COM6,657$1,536,569dollars as filed
WEST PHARMACEUTICAL SVSC INC COM955306105Stock5,526$1,520,424dollars as filed
NORDSON CORP655663102COM6,197$1,489,945dollars as filed
COMFORT SYS USA INC COM199908104Stock1,535$1,432,600dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock1,610$1,415,126dollars as filed
Cigna Corporation125523100COM5,101$1,403,948dollars as filed
SAP SE SPON ADR803054204ADR5,718$1,388,959dollars as filed
Danaher Corporation235851102COM6,005$1,374,665dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock9,880$1,344,372dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock3,375$1,293,705dollars as filed
SMITH A O CORP COM831865209Stock19,302$1,290,918dollars as filed
Salesforce.com, Inc79466L302COM4,806$1,273,157dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,970$1,141,517dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock809$1,127,900dollars as filed
Adobe Inc00724F101COM3,177$1,111,918dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock3,199$1,076,975dollars as filed
Johnson & Johnson478160104COM5,093$1,054,080dollars as filed
NIKE,Inc. Class B654106103COM15,904$1,013,244dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock4,445$1,011,282dollars as filed
WATERS CORP COM941848103Stock2,642$1,003,511dollars as filed
Elevance Health, Inc.036752103COM2,830$992,057dollars as filed
UnitedHealth Group Inc91324P102COM2,944$971,844dollars as filed
IDEX CORP COM45167R104Stock5,458$971,197dollars as filed
ZOETIS INC CL A98978V103Stock7,560$951,199dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock10,705$935,082dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,740$859,812dollars as filed
ICON PUB LTD CO SHSG4705A100Stock4,670$850,967dollars as filed
Costco Wholesale Corporation22160K105COM885$763,171dollars as filed
ISHARES TR464287457COM9,150$757,803dollars as filed
Walmart Inc.931142103COM6,450$718,595dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock3,350$680,687dollars as filed
CARLISLE COS INC COM142339100Stock2,012$643,558dollars as filed
FISERV INC337738108COM8,975$602,851dollars as filed
COPART INC COM217204106Stock13,880$543,402dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS12,875$528,905dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock3,030$487,103dollars as filed
SIMPSON MFG INC829073105COM3,000$484,410dollars as filed
LITTELFUSE INC COM537008104Stock1,820$460,314dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock2,000$446,340dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS4,366$438,259dollars as filed
PRUDENTIAL FINL INC COM744320102Stock3,000$338,640dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,275$276,752dollars as filed
GRACO INC COM384109104Stock3,205$262,714dollars as filed
VERISIGN INC COM92343E102Stock1,035$251,453dollars as filed
AUTODESK INC COM052769106Stock775$229,408dollars as filed
MARKELGROUPINC570535104STOK99$212,815dollars as filed
Applied Materials,Inc.038222105COM795$204,307dollars as filed
Amgen Inc.031162100COM614$200,968dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-000226this filing2026-01-20acceptance time not in the bulk data set