Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 1, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 249
- +7 vs. Q4 2022
- Portfolio value
- $541.9M
- −$4.57M (−0.8%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 1,458,165 | $137.7M | 25.4% | −128,425−8.1% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 38,987 | $16.0M | 3.0% | −882−2.2% | Reduced | – |
| AAPLApple Inc. | Stock | 89,502 | $14.8M | 2.7% | +6,699+8.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 36,887 | $10.6M | 2.0% | +2,288+6.6% | Added | History |
| iShares S&P 100 ETF464287101 | ETF | 55,540 | $10.4M | 1.9% | −274,542−83.2% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 104,672 | $10.1M | 1.9% | +16,665+18.9% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,133 | $9.47M | 1.7% | −2,166−8.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 55,911 | $8.67M | 1.6% | +1,251+2.3% | Added | History |
| BSYBentley Systems Inc | COM CL B | 195,414 | $8.40M | 1.6% | +205+0.1% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,587 | $7.60M | 1.4% | −961−5.5% | Reduced | History |
| VERXVertex, Inc. | Stock | 365,402 | $7.56M | 1.4% | +309,198+550.1% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 19,336 | $7.27M | 1.3% | +1,828+10.4% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 14,774 | $6.98M | 1.3% | +2,172+17.2% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 31,815 | $6.17M | 1.1% | +1,919+6.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 57,941 | $6.01M | 1.1% | +918+1.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 54,795 | $5.66M | 1.0% | +1,392+2.6% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 33,198 | $5.53M | 1.0% | +4,000+13.7% | Added | History |
| NKENIKE, Inc. | Stock | 42,614 | $5.24M | 1.0% | +4,215+11.0% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 6,571 | $4.53M | 0.8% | −1,008−13.3% | Reduced | History |
| LOWLowes Companies Inc | Stock | 22,270 | $4.45M | 0.8% | +1,369+6.5% | Added | History |
| RBLXRoblox Corp | Stock | 98,367 | $4.42M | 0.8% | +50.0% | Added | History |
| PEPPepsiCo Inc | Stock | 24,150 | $4.40M | 0.8% | +2,396+11.0% | Added | History |
| SYYSysco Corp | Stock | 53,302 | $4.12M | 0.8% | +3,037+6.0% | Added | History |
| DISWalt Disney Co | Stock | 40,993 | $4.10M | 0.8% | +1,507+3.8% | Added | History |
| CORCencora, Inc. | Stock | 25,416 | $4.07M | 0.8% | +1,616+6.8% | Added | History |
| UBERUber Technologies, Inc | Stock | 126,593 | $4.01M | 0.7% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,451 | $4.00M | 0.7% | −466−3.6% | Reduced | – |
| ROSTRoss Stores, Inc. | COM | 37,335 | $3.96M | 0.7% | +2,143+6.1% | Added | History |
| FULTFulton Financial Corp | COM | 281,104 | $3.93M | 0.7% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 46,628 | $3.91M | 0.7% | −7,479−13.8% | Reduced | History |
| CVXChevron Corp | Stock | 23,408 | $3.82M | 0.7% | +2,991+14.6% | Added | History |
| ACNAccenture plc | Stock | 13,228 | $3.78M | 0.7% | +2,066+18.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 6,545 | $3.77M | 0.7% | +318+5.1% | Added | History |
| MDLZMondelez International, Inc. | Stock | 53,293 | $3.74M | 0.7% | +3,292+6.6% | Added | History |
| CVSCVS Health Corp | Stock | 49,804 | $3.70M | 0.7% | +1,743+3.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 11,638 | $3.59M | 0.7% | +203+1.8% | Added | History |
| AMGNAmgen Inc | Stock | 14,688 | $3.55M | 0.7% | +742+5.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 16,363 | $3.47M | 0.6% | +82+0.5% | Added | History |
| DGDollar General Corp | COM | 16,470 | $3.47M | 0.6% | +980+6.3% | Added | History |
| KOCoca Cola Co | Stock | 54,968 | $3.43M | 0.6% | +3,100+6.0% | Added | History |
| SYKStryker Corp | Stock | 11,363 | $3.24M | 0.6% | +1,362+13.6% | Added | History |
| STTState Street Corp | COM | 38,633 | $2.95M | 0.5% | +2,239+6.2% | Added | History |
| EFXEquifax Inc | COM | 13,924 | $2.82M | 0.5% | +735+5.6% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 18,652 | $2.82M | 0.5% | −1,688−8.3% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 28,214 | $2.78M | 0.5% | +1,591+6.0% | Added | History |
| CAGConagra Brands Inc. | Stock | 72,417 | $2.72M | 0.5% | +4,084+6.0% | Added | History |
| MELIMercadolibre Inc | COM | 2,000 | $2.64M | 0.5% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 64,343 | $2.63M | 0.5% | +10,024+18.5% | Added | History |
| SBUXStarbucks Corp | Stock | 25,145 | $2.62M | 0.5% | +1,503+6.4% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,684 | $2.61M | 0.5% | +457+4.5% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 48,570 | $2.60M | 0.5% | 00.0% | Unchanged | – |
| USBUS Bancorp DE | COM NEW | 70,799 | $2.59M | 0.5% | +5,096+7.8% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 97,761 | $2.53M | 0.5% | +40,836+71.7% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,046 | $2.51M | 0.5% | 00.0% | Unchanged | – |
| GPNGlobal Payments Inc | Stock | 22,996 | $2.42M | 0.4% | +1,382+6.4% | Added | History |
| MDTMedtronic plc | Stock | 29,601 | $2.41M | 0.4% | +444+1.5% | Added | History |
| SJMJ M SMUCKER Co | Stock | 15,252 | $2.40M | 0.4% | +855+5.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 22,508 | $2.34M | 0.4% | +392+1.8% | Added | History |
| PGProcter & Gamble Co | Stock | 15,404 | $2.29M | 0.4% | +1,241+8.8% | Added | History |
| HDHome Depot, Inc. | Stock | 7,449 | $2.20M | 0.4% | +485+7.0% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 9,673 | $2.17M | 0.4% | +1,027+11.9% | Added | History |
| INTUIntuit Inc. | Stock | 4,839 | $2.16M | 0.4% | +959+24.7% | Added | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,477 | $2.13M | 0.4% | +30.0% | Added | – |
| GLDSPDR Gold Trust | ETF | 11,594 | $2.12M | 0.4% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 11,320 | $2.11M | 0.4% | +1,770+18.5% | Added | History |
| MAMastercard Inc | Stock | 5,671 | $2.06M | 0.4% | +494+9.5% | Added | History |
| PRGOPERRIGO Co plc | SHS | 53,626 | $1.92M | 0.4% | +3,226+6.4% | Added | History |
| SCIService Corp International | COM | 26,627 | $1.83M | 0.3% | +26,627 | New | History |
| NOWServiceNow, Inc. | Stock | 3,784 | $1.76M | 0.3% | −35−0.9% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 6,679 | $1.65M | 0.3% | −1,681−20.1% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,716 | $1.59M | 0.3% | +4,466+25.9% | Added | – |
| TSLATesla, Inc. | Stock | 7,401 | $1.54M | 0.3% | +2,097+39.5% | Added | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,224 | $1.40M | 0.3% | +43+0.3% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,460 | $1.39M | 0.3% | 00.0% | Unchanged | – |
| FTNTFortinet, Inc. | Stock | 20,734 | $1.38M | 0.3% | −1,386−6.3% | Reduced | History |
| WMWaste Management Inc | Stock | 8,315 | $1.36M | 0.3% | +906+12.2% | Added | History |
| TJXTJX Companies Inc | Stock | 16,373 | $1.28M | 0.2% | −1,594−8.9% | Reduced | History |
| BAXBaxter International Inc | Stock | 30,938 | $1.26M | 0.2% | +2,027+7.0% | Added | History |
| NICENICE Ltd. | SPONSORED ADR | 5,516 | $1.26M | 0.2% | +400+7.8% | Added | History |
| MANHManhattan Associates Inc | Stock | 7,967 | $1.23M | 0.2% | +578+7.8% | Added | History |
| APHAmphenol Corp | CL A | 14,869 | $1.22M | 0.2% | +1,823+14.0% | Added | History |
| BACBank of America Corp | Stock | 41,180 | $1.18M | 0.2% | +2,050+5.2% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 7,964 | $1.17M | 0.2% | +893+12.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 10,905 | $1.17M | 0.2% | +215+2.0% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 2,330 | $1.17M | 0.2% | +57+2.5% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 5,001 | $1.13M | 0.2% | −325−6.1% | Reduced | – |
| CMCSAComcast Corp | Stock | 29,193 | $1.11M | 0.2% | +1,245+4.5% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,875 | $1.10M | 0.2% | 00.0% | Unchanged | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 87,721 | $1.09M | 0.2% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,376 | $1.08M | 0.2% | +33+0.4% | Added | – |
| BABAAlibaba Group Holding Ltd | ADR | 10,513 | $1.07M | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 11,524 | $1.04M | 0.2% | 00.0% | Unchanged | – |
| BABoeing Co | Stock | 4,899 | $1.04M | 0.2% | +70+1.4% | Added | History |
| MCOMoodys Corp | Stock | 3,380 | $1.03M | 0.2% | +452+15.4% | Added | History |
| NJRNew Jersey Resources Corp | Stock | 19,299 | $1.03M | 0.2% | 00.0% | Unchanged | History |
| AVAVAeroVironment Inc | COM | 10,910 | $1.00M | 0.2% | +1,605+17.2% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $993.6K | 0.2% | 00.0% | Unchanged | – |
| LBAILakeland Bancorp Inc | COM | 62,121 | $971.6K | 0.2% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 6,545 | $968.5K | 0.2% | +469+7.7% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 7,386 | $962.5K | 0.2% | −346−4.5% | Reduced | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2022 (11)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 78,384 | $5.90M | 1.1% | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 26,131 | $1.07M | 0.2% | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 12,772 | $581.1K | 0.1% | – |
| AXSAxis Capital Holdings Ltd | SHS | 10,000 | $546.1K | 0.1% | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,531 | $368.2K | 0.1% | – |
| ABRArbor Realty Trust Inc | COM | 27,461 | $362.2K | 0.1% | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,966 | $342.8K | 0.1% | – |
| CCICrown Castle Inc. | REIT | 2,040 | $276.7K | 0.1% | History |
| FISFidelity National Information Services, Inc. | Stock | 3,341 | $226.7K | <0.1% | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 2,095 | $219.0K | <0.1% | History |
| iShares Tr464288760 | US AER DEF ETF | 1,800 | $201.3K | <0.1% | – |