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Disclosery

13F-HR filed by Sierra Legacy Group

Sierra Legacy Group filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-17, with 79 holding rows worth $129,055,052.

Accession
0001172661-26-002668
Filer
CIK 2056766
Filed
2026-07-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 79 entries on the cover page, a total value of $129,055,052 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,055,052 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 ETF464288679SHS161,125$17,780,190dollars as filed
Berkshire Hathaway Inc084670702COM13,202$6,606,149dollars as filed
Microsoft Corp594918104COM16,109$6,008,979dollars as filed
ROSS STORES INC COM778296103Stock25,863$5,504,940dollars as filed
TJX Companies Inc872540109COM33,862$5,130,093dollars as filed
Apple Inc037833100COM13,929$4,030,541dollars as filed
CUMMINS INC COM231021106Stock5,223$3,725,096dollars as filed
ALLEGION PLCG0176J109ORD SHS23,696$3,329,051dollars as filed
Lockheed Martin Corporation539830109COM6,406$3,263,601dollars as filed
Visa Inc92826C839COM8,837$3,031,886dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,452$3,020,491dollars as filed
AMETEK INC COM031100100Stock11,405$2,759,326dollars as filed
HERSHEY CO COM427866108Stock15,196$2,666,067dollars as filed
Automatic Data Processing,Inc.053015103COM8,588$1,923,283dollars as filed
Cisco Systems,Inc.17275R102COM15,450$1,814,757dollars as filed
WEST PHARMACEUTICAL SVSC INC COM955306105Stock5,016$1,800,744dollars as filed
AMPHENOL CORP NEW032095101COM10,205$1,799,346dollars as filed
BERKLEY W R CORP COM084423102Stock25,455$1,795,341dollars as filed
Accenture Plc Class AG1151C101COM13,867$1,725,609dollars as filed
MasterCard, Inc57636Q104COM3,175$1,630,680dollars as filed
BADGER METER INC COM056525108Stock10,843$1,608,884dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock3,144$1,601,271dollars as filed
Amazon.com, Inc023135106COM6,659$1,587,106dollars as filed
NORDSON CORP655663102COM5,187$1,564,866dollars as filed
TRACTOR SUPPLY CO COM892356106Stock45,965$1,452,954dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock10,738$1,411,295dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock3,375$1,401,604dollars as filed
SMITH A O CORP COM831865209Stock22,196$1,392,133dollars as filed
COMFORT SYS USA INC COM199908104Stock680$1,347,726dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS13,266$1,335,488dollars as filed
Johnson & Johnson478160104COM5,249$1,333,192dollars as filed
Danaher Corporation235851102COM6,835$1,301,931dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock9,148$1,215,129dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock16,751$1,199,372dollars as filed
ULTA BEAUTY INC COM90384S303Stock2,619$1,181,117dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock3,199$1,133,214dollars as filed
Elevance Health, Inc.036752103COM2,830$1,094,446dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock1,065$1,041,698dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock807$1,030,951dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock7,477$1,023,975dollars as filed
IDEX CORP COM45167R104Stock4,458$1,011,743dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,011$1,008,235dollars as filed
BENTLEY SYS INC COM CL B08265T208Stock33,275$994,590dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,600$918,658dollars as filed
Intuit Inc.461202103COM3,487$910,107dollars as filed
SAP SE SPON ADR803054204ADR5,718$881,201dollars as filed
Costco Wholesale Corporation22160K105COM885$827,891dollars as filed
STERIS PLC SHS USDG8473T100Stock3,650$768,581dollars as filed
ZOETIS INC CL A98978V103Stock10,287$739,224dollars as filed
COPART INC COM217204106Stock26,132$736,661dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock2,510$734,075dollars as filed
CARLISLE COS INC COM142339100Stock2,005$727,314dollars as filed
Salesforce.com, Inc79466L302COM4,506$705,910dollars as filed
Cigna Corporation125523100COM2,520$694,714dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock3,430$691,522dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS7,305$669,430dollars as filed
S&P Global,Inc.78409V104COM1,634$665,463dollars as filed
Adobe Inc00724F101COM3,214$658,934dollars as filed
NIKE,Inc. Class B654106103COM15,904$652,859dollars as filed
CME Group Inc. Class A12572Q105COM2,858$631,132dollars as filed
SIMPSON MFG INC829073105COM3,010$630,144dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock3,030$570,670dollars as filed
WATERS CORP COM941848103Stock1,500$562,560dollars as filed
GRACO INC COM384109104Stock7,372$557,397dollars as filed
ISHARES TR464287457COM6,400$525,504dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS12,875$492,211dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM6,308$484,959dollars as filed
ICON PUB LTD CO SHSG4705A100Stock2,670$463,806dollars as filed
VERALTO CORP COM SHS92338C103Stock5,132$455,106dollars as filed
Walmart Inc.931142103COM3,400$385,084dollars as filed
PAYPAY CORP70450C101SPONSORED ADS25,010$358,393dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,275$358,313dollars as filed
MARKELGROUPINC570535104STOK174$339,824dollars as filed
PRUDENTIAL FINL INC COM744320102Stock3,000$323,790dollars as filed
MCKESSON CORP COM58155Q103Stock376$284,106dollars as filed
LEMAITRE VASCULAR INC525558201COM2,933$281,451dollars as filed
FISERV INC337738108COM5,454$267,519dollars as filed
VERISIGN INC COM92343E102Stock1,030$259,107dollars as filed
Amgen Inc.031162100COM614$222,342dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-002668this filing2026-07-17acceptance time not in the bulk data set