Michael B. Mahlik

@Legacy Private Trust Co.

Latest period2024 - Q4

Reported10d ago

Managed Assets$1.529B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLFSelect Sector Spdr Tr Recent Activity New Position	0.02%	$240,393 4,974 shares@ $48.33 avg price	New Position
ORLYOreilly Automotive Inc Recent Activity New Position	0.02%	$215,815 182 shares@ $1185.8 avg price	New Position
IVWIshares Tr Recent Activity New Position	0.02%	$211,994 2,088 shares@ $101.53 avg price	New Position
IWMIshares Tr Recent Activity New Position	0.02%	$208,586 944 shares@ $220.96 avg price	New Position
HYLBDbx Etf Tr Recent Activity New Position	0.02%	$204,934 5,680 shares@ $36.08 avg price	New Position
2252⤦Creative Media & Cmnty Tr Recent Activity New Position	0.02%	$200,000 8,000 shares@ $25.0 avg price	New Position
CRTDWCreatd Inc Recent Activity New Position	0.01%	$478 148,291 shares@ $0.01 avg price	New Position