Data as of Q4 2025 (Dec 31, 2025)

Sierra Legacy Group

•CIK: 2056766•Filing: Q4 2025

**Sierra Legacy Group** manages $136M across a diversified portfolio of 72 positions. The firm exhibits significant conviction in technology and defensive sectors, highlighted by the top holding in SHV at $21.5M. Further allocations include substantial positions in MSFT ($7.6M), BRK/B ($5.8M), and TJX ($5.3M). This concentrated approach suggests a focus on established market leaders and resilient value plays.

Total AUM
$136.2M
QoQ Performance
+0.8%
Positions
69
Top 10 Concentration
46.7%
Latest Filing
Q4 2025

Top Holdings Allocation

SHV
MSFT
SHV15.8%
MSFT5.6%
BRK/B4.3%
TJX3.9%
ROST3.6%
CMI3.3%
AAPL2.8%
BIL2.6%

📈 Biggest Buys

ADP
AUTOMATIC DATA PROCESSING IN
NEW
1.2% of portfolio
ZTS
ZOETIS INC
NEW
0.7% of portfolio
SSD
SIMPSON MFG INC
NEW
0.4% of portfolio
BR
BROADRIDGE FINL SOLUTIONS IN
NEW
0.3% of portfolio
ACN
ACCENTURE PLC IRELAND
+7.7%
2.3% of portfolio

📉 Biggest Sells

BIL
SPDR SERIES TRUST
-30.9%
2.6% of portfolio
SHY
ISHARES TR
-60.9%
0.6% of portfolio
SHV
ISHARES TR
-4.9%
15.8% of portfolio
FISV
FISERV INC
-41.0%
0.4% of portfolio
ROK
ROCKWELL AUTOMATION INC
-12.8%
1.5% of portfolio

Sector Breakdown

Other65.1%
Technology17.1%
Financial7.9%
Healthcare4.5%
Consumer3.0%
Industrial2.3%

🚪 Exited Positionssold since Q3 2025

OSCR
OSCAR HEALTH INC
SOLD
$940.7K
FTV
FORTIVE CORP
SOLD
$499.5K

Changes from Q3 2025

NEW7 new positions
↑7 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

SHV15.8%
ISHARES TR
$21.5M
MSFT5.6%
MICROSOFT CORP
$7.6M
BRK/B4.3%
BERKSHIRE HATHAWAY INC DEL
$5.8M
TJX3.9%
TJX COS INC NEW
$5.3M
ROST3.6%
ROSS STORES INC
$4.9M

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