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Michael B. Mahlik

@Legacy Private Trust Co.

Latest period2024 - Q4ReportedManaged Assets$1.529BTotal holdings239
Assets growth rate2.75%Assets growth rate (2-Q avg)4.22%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Private Trust Co.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 239 positions.

Assets under management

The assets under management (AUM) of Legacy Private Trust Co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.529B in assets, with a quarterly growth rate of 2.75% and a 2-quarter average growth rate of 4.22%. The portfolio is managed by Michael B. Mahlik, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBTJIshares Tr
Recent Activity
New Position
0.48%
$7.262M
340,521 shares@ $21.33 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.13%
$1.969M
1,921 shares@ $1025.11 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
New Position
0.05%
$680,920
1 shares@ $680920.0 avg price
JMEEJ P Morgan Exchange Traded F
Recent Activity
New Position
0.05%
$626,106
10,354 shares@ $60.47 avg price
RTXRtx Corporation
Recent Activity
New Position
0.03%
$393,216
3,398 shares@ $115.72 avg price
MGEEMge Energy Inc
Recent Activity
New Position
0.03%
$356,296
3,792 shares@ $93.96 avg price
ORCLOracle Corp
Recent Activity
New Position
0.02%
$277,955
1,668 shares@ $166.64 avg price
VPUVanguard World Fd
Recent Activity
New Position
0.02%
$275,199
1,684 shares@ $163.42 avg price
1256⤦Creative Media & Cmnty Tr
Recent Activity
New Position
0.02%
$250,000
10,000 shares@ $25.0 avg price
DEDeere & Co
Recent Activity
New Position
0.02%
$247,017
583 shares@ $423.7 avg price