Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Oct 13, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 127
- +3 vs. Q2 2021
- Portfolio value
- $250.1M
- +$3.77M (+1.5%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NOWServiceNow, Inc. | Stock | 3,079 | $1.92M | 0.8% | +10.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 732 | $1.95M | 0.8% | +6+0.8% | Added | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,455 | $1.96M | 0.8% | +40.0% | Added | – |
| EFXEquifax Inc | COM | 7,838 | $1.99M | 0.8% | +15+0.2% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,747 | $2.12M | 0.8% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 50,885 | $2.16M | 0.9% | +1,230+2.5% | Added | History |
| DISWalt Disney Co | Stock | 14,466 | $2.45M | 1.0% | +373+2.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,010 | $2.70M | 1.1% | +38+3.9% | Added | History |
| WTRGEssential Utilities, Inc. | COM | 64,215 | $2.96M | 1.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 18,528 | $2.99M | 1.2% | +174+0.9% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,126 | $3.00M | 1.2% | +90.0% | Added | – |
| MELIMercadolibre Inc | COM | 2,000 | $3.36M | 1.3% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 14,416 | $3.48M | 1.4% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 1,066 | $3.50M | 1.4% | +14+1.3% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,757 | $3.85M | 1.5% | +76+0.7% | Added | – |
| FULTFulton Financial Corp | COM | 281,104 | $4.29M | 1.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 16,429 | $4.63M | 1.9% | +194+1.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 16,030 | $5.44M | 2.2% | +168+1.1% | Added | History |
| UBERUber Technologies, Inc | Stock | 126,580 | $5.67M | 2.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 55,041 | $7.79M | 3.1% | +170+0.3% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,361 | $7.87M | 3.1% | −156−0.9% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 24,444 | $9.67M | 3.9% | −1,427−5.5% | Reduced | – |
| RBLXRoblox Corp | Stock | 131,498 | $9.94M | 4.0% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,200 | $9.96M | 4.0% | +16+0.1% | Added | History |
| BSYBentley Systems Inc | COM CL B | 222,487 | $13.5M | 5.4% | +3,232+1.5% | Added | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 172,803 | $15.3M | 6.1% | +22,796+15.2% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 306,549 | $60.5M | 24.2% | +29,458+10.6% | Added | – |
Sold out since Q2 2021 (6)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| QTSQTS Realty Trust, Inc. | COM CL A | 9,515 | $736.0K | 0.3% | History |
| TLNDTalend S.A. | ADS | 7,165 | $470.0K | 0.2% | History |
| PGRProgressive Corp | Stock | 2,140 | $210.0K | 0.1% | History |
| SEICSEI Investments Co | COM | 3,354 | $208.0K | 0.1% | History |
| MMM3M Co | Stock | 1,038 | $206.0K | 0.1% | History |
| XELBXCel Brands, Inc. | COM NEW | 60,792 | $182.0K | 0.1% | History |