CHARIS LEGACY PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 4K | $949.36K |
 | KLAC | 2K | $2.71M |
 | CAT | 2K | $1.18M |
 | PSX | 1K | $204.04K |
 | BRK-B | 443 | $212.29K |
 | META | 411 | $235.30K |
Apple Inc.
AAPL
Shares Held
4K
Value
$949.36K
KLA Corporation
KLAC
Shares Held
2K
Value
$2.71M
Caterpillar Inc.
CAT
Shares Held
2K
Value
$1.18M
Phillips 66
PSX
Shares Held
1K
Value
$204.04K
Berkshire Hathaway Inc.
BRK-B
Shares Held
443
Value
$212.29K
Meta Platforms, Inc.
META
Shares Held
411
Value
$235.30K