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Disclosery

13F-HR filed by Sierra Legacy Group

Sierra Legacy Group filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-13, with 77 holding rows worth $131,112,466.

Accession
0001172661-26-001784
Filer
CIK 2056766
Filed
2026-05-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 77 entries on the cover page, a total value of $131,112,466 stated on the cover page (in dollars after the unit check, H1), rows summing to $131,112,466 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 ETF464288679SHS182,409$20,136,127dollars as filed
Microsoft Corp594918104COM15,818$5,855,349dollars as filed
ROSS STORES INC COM778296103Stock25,863$5,602,702dollars as filed
Berkshire Hathaway Inc084670702COM11,626$5,571,179dollars as filed
TJX Companies Inc872540109COM33,862$5,407,761dollars as filed
CUMMINS INC COM231021106Stock8,430$4,535,509dollars as filed
Lockheed Martin Corporation539830109COM6,271$3,790,130dollars as filed
Apple Inc037833100COM13,929$3,535,072dollars as filed
ALLEGION PLCG0176J109ORD SHS22,759$3,306,655dollars as filed
HERSHEY CO COM427866108Stock15,195$3,158,919dollars as filed
Visa Inc92826C839COM8,837$2,670,895dollars as filed
AMETEK INC COM031100100Stock11,405$2,444,776dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,450$2,429,882dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS26,305$2,410,590dollars as filed
Accenture Plc Class AG1151C101COM11,975$2,374,523dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock3,144$2,144,963dollars as filed
Cisco Systems,Inc.17275R102COM26,580$2,062,342dollars as filed
AMPHENOL CORP NEW032095101COM16,210$2,048,134dollars as filed
BERKLEY W R CORP COM084423102Stock24,925$1,652,029dollars as filed
NORDSON CORP655663102COM6,187$1,646,113dollars as filed
COMFORT SYS USA INC COM199908104Stock1,180$1,627,208dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock11,358$1,622,490dollars as filed
Intuit Inc.461202103COM3,587$1,550,947dollars as filed
Automatic Data Processing,Inc.053015103COM7,277$1,478,541dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock3,375$1,464,649dollars as filed
MasterCard, Inc57636Q104COM2,775$1,386,557dollars as filed
Amazon.com, Inc023135106COM6,657$1,386,453dollars as filed
WEST PHARMACEUTICAL SVSC INC COM955306105Stock5,516$1,382,530dollars as filed
ULTA BEAUTY INC COM90384S303Stock2,619$1,368,977dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS13,466$1,355,488dollars as filed
SMITH A O CORP COM831865209Stock19,302$1,272,774dollars as filed
Johnson & Johnson478160104COM5,093$1,245,032dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock7,176$1,165,956dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock10,098$1,150,970dollars as filed
Danaher Corporation235851102COM6,005$1,138,548dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock3,199$1,097,961dollars as filed
BADGER METER INC COM056525108Stock7,077$1,078,181dollars as filed
IDEX CORP COM45167R104Stock5,458$1,034,564dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock807$1,017,788dollars as filed
ZOETIS INC CL A98978V103Stock8,602$1,016,842dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,011$988,467dollars as filed
SAP SE SPON ADR803054204ADR5,718$978,979dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock1,065$953,431dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock3,350$945,940dollars as filed
Salesforce.com, Inc79466L302COM4,806$897,136dollars as filed
STERIS PLC SHS USDG8473T100Stock4,015$887,837dollars as filed
Costco Wholesale Corporation22160K105COM885$881,841dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock11,233$865,840dollars as filed
NIKE,Inc. Class B654106103COM15,904$840,049dollars as filed
Elevance Health, Inc.036752103COM2,830$828,483dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock3,930$821,449dollars as filed
BENTLEY SYS INC COM CL B08265T208Stock22,348$784,862dollars as filed
Adobe Inc00724F101COM3,214$781,259dollars as filed
ISHARES TR464287457COM9,150$755,516dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,600$745,836dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,891$678,642dollars as filed
Cigna Corporation125523100COM2,520$672,210dollars as filed
CARLISLE COS INC COM142339100Stock2,005$668,908dollars as filed
LITTELFUSE INC COM537008104Stock1,820$617,617dollars as filed
COPART INC COM217204106Stock18,282$606,962dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS12,875$574,483dollars as filed
ICON PUB LTD CO SHSG4705A100Stock4,670$516,782dollars as filed
SIMPSON MFG INC829073105COM3,010$516,576dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock3,030$503,192dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock1,455$498,163dollars as filed
WATERS CORP COM941848103Stock1,500$446,700dollars as filed
Walmart Inc.931142103COM3,400$422,552dollars as filed
UnitedHealth Group Inc91324P102COM1,335$361,238dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM3,629$334,013dollars as filed
LEMAITRE VASCULAR INC525558201COM2,933$320,196dollars as filed
PRUDENTIAL FINL INC COM744320102Stock3,000$293,070dollars as filed
FISERV INC337738108COM4,950$276,210dollars as filed
GRACO INC COM384109104Stock3,205$271,303dollars as filed
VERISIGN INC COM92343E102Stock1,030$255,811dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,275$250,997dollars as filed
MARKELGROUPINC570535104STOK119$227,774dollars as filed
Amgen Inc.031162100COM614$216,036dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-001784this filing2026-05-13acceptance time not in the bulk data set