Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 23, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 432
- +22 vs. Q4 2024
- Portfolio value
- $945.9M
- −$84.5M (−8.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 776,687 | $90.6M | 9.6% | −41,959−5.1% | Reduced | History |
| VERXVertex, Inc. | Stock | 1,323,779 | $46.3M | 4.9% | −74,000−5.3% | Reduced | History |
| Trust for Professional Manag89834G562 | JENSEN QUALITY | 1,670,000 | $42.5M | 4.5% | −51,881−3.0% | Reduced | – |
| AAPLApple Inc. | Stock | 188,425 | $41.9M | 4.4% | +16,014+9.3% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 90,394 | $27.7M | 2.9% | −567−0.6% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 63,714 | $23.9M | 2.5% | +1,941+3.1% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 215,758 | $22.6M | 2.4% | +11,099+5.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 40,306 | $22.5M | 2.4% | +1,374+3.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 38,724 | $21.8M | 2.3% | +227+0.6% | Added | – |
| METAMeta Platforms, Inc. | Stock | 35,717 | $20.6M | 2.2% | −1,197−3.2% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 229,995 | $19.6M | 2.1% | +1,467+0.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 87,256 | $16.6M | 1.8% | −30.0% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 25,918 | $13.8M | 1.5% | −34−0.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 124,712 | $13.5M | 1.4% | +5,710+4.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 83,937 | $13.0M | 1.4% | +4,340+5.5% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 23,764 | $12.2M | 1.3% | +2,083+9.6% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 52,594 | $10.9M | 1.1% | +309+0.6% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,082 | $9.11M | 1.0% | +10+0.1% | Added | History |
| UBERUber Technologies, Inc | Stock | 119,238 | $8.69M | 0.9% | +1,930+1.6% | Added | History |
| JNJJohnson & Johnson | Stock | 52,198 | $8.66M | 0.9% | −2,991−5.4% | Reduced | History |
| iShares S&P 100 ETF464287101 | ETF | 29,050 | $7.87M | 0.8% | −5,354−15.6% | Reduced | – |
| BSYBentley Systems Inc | COM CL B | 193,599 | $7.62M | 0.8% | +417+0.2% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 15,848 | $7.43M | 0.8% | −3,035−16.1% | Reduced | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 28,826 | $7.03M | 0.7% | +655+2.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 26,697 | $6.55M | 0.7% | +62+0.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 43,908 | $6.47M | 0.7% | −2,104−4.6% | Reduced | History |
| MCDMcDonalds Corp | Stock | 19,304 | $6.03M | 0.6% | +394+2.1% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 11,397 | $5.97M | 0.6% | −1,034−8.3% | Reduced | History |
| MAMastercard Inc | Stock | 10,494 | $5.75M | 0.6% | −298−2.8% | Reduced | History |
| TSLATesla, Inc. | Stock | 20,692 | $5.36M | 0.6% | +758+3.8% | Added | History |
| ABTAbbott Laboratories | Stock | 40,313 | $5.35M | 0.6% | +7,748+23.8% | Added | History |
| FULTFulton Financial Corp | COM | 281,104 | $5.09M | 0.5% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 86,982 | $5.07M | 0.5% | −155−0.2% | Reduced | History |
| ACNAccenture plc | Stock | 16,090 | $5.02M | 0.5% | −303−1.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 40,106 | $4.77M | 0.5% | +7,304+22.3% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,989 | $4.69M | 0.5% | +600+4.8% | Added | – |
| ABBVAbbVie Inc. | Stock | 21,983 | $4.61M | 0.5% | +1,171+5.6% | Added | History |
| VVisa Inc. | Stock | 13,137 | $4.60M | 0.5% | −867−6.2% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 74,016 | $4.60M | 0.5% | +19,301+35.3% | Added | – |
| APHAmphenol Corp | CL A | 68,519 | $4.51M | 0.5% | −3,166−4.4% | Reduced | History |
| CVXChevron Corp | Stock | 26,607 | $4.45M | 0.5% | +4,626+21.0% | Added | History |
| LLYEli Lilly & Co | Stock | 5,350 | $4.42M | 0.5% | −1,043−16.3% | Reduced | History |
| SYKStryker Corp | Stock | 11,580 | $4.31M | 0.5% | +369+3.3% | Added | History |
| HDHome Depot, Inc. | Stock | 11,393 | $4.18M | 0.4% | −986−8.0% | Reduced | History |
| INTUIntuit Inc. | Stock | 6,776 | $4.16M | 0.4% | +107+1.6% | Added | History |
| PGProcter & Gamble Co | Stock | 24,043 | $4.10M | 0.4% | +1,344+5.9% | Added | History |
| ZTSZoetis Inc. | Stock | 23,966 | $3.95M | 0.4% | +351+1.5% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 29,808 | $3.84M | 0.4% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 4,029 | $3.81M | 0.4% | +133+3.4% | Added | History |
| PMPhilip Morris International Inc. | Stock | 23,648 | $3.79M | 0.4% | −2,998−11.3% | Reduced | History |
| MELIMercadolibre Inc | COM | 1,883 | $3.67M | 0.4% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 14,859 | $3.62M | 0.4% | +141+1.0% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 127,927 | $3.58M | 0.4% | +51,340+67.0% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,972 | $3.57M | 0.4% | +10,297+384.9% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,562 | $3.51M | 0.4% | −483−3.4% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 11,894 | $3.43M | 0.4% | −9,600−44.7% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 25,231 | $3.42M | 0.4% | 00.0% | Unchanged | – |
| PEPPepsiCo Inc | Stock | 22,728 | $3.41M | 0.4% | −7,830−25.6% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 19,871 | $3.33M | 0.4% | −55−0.3% | Reduced | History |
| DISWalt Disney Co | Stock | 32,756 | $3.23M | 0.3% | −286−0.9% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 10,481 | $3.22M | 0.3% | −629−5.7% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 93,920 | $3.21M | 0.3% | +834+0.9% | Added | History |
| NFLXNetflix Inc | Stock | 3,360 | $3.13M | 0.3% | −310−8.4% | Reduced | History |
| WMWaste Management Inc | Stock | 12,154 | $2.81M | 0.3% | +275+2.3% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 9,356 | $2.78M | 0.3% | −1,746−15.7% | Reduced | History |
| AMGNAmgen Inc | Stock | 8,843 | $2.76M | 0.3% | +427+5.1% | Added | History |
| FISVFiserv Inc | Stock | 12,475 | $2.75M | 0.3% | +1,810+17.0% | Added | History |
| KOCoca Cola Co | Stock | 37,611 | $2.71M | 0.3% | +10,705+39.8% | Added | History |
| KLACKLA Corp | COM NEW | 3,877 | $2.64M | 0.3% | +132+3.5% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 10,598 | $2.58M | 0.3% | +392+3.8% | Added | History |
| NOWServiceNow, Inc. | Stock | 3,213 | $2.56M | 0.3% | +56+1.8% | Added | History |
| WMBWilliams Companies, Inc. | COM | 42,011 | $2.51M | 0.3% | +861+2.1% | Added | History |
| TAT&T Inc. | Stock | 88,303 | $2.50M | 0.3% | +1,948+2.3% | Added | History |
| BACBank of America Corp | Stock | 59,478 | $2.48M | 0.3% | +2,054+3.6% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,433 | $2.42M | 0.3% | 00.0% | Unchanged | – |
| MCOMoodys Corp | Stock | 5,110 | $2.38M | 0.3% | +11+0.2% | Added | History |
| TXNTexas Instruments Inc | Stock | 13,098 | $2.35M | 0.2% | −2,454−15.8% | Reduced | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,513 | $2.33M | 0.2% | +40.0% | Added | – |
| CMECME Group Inc. | COM | 8,674 | $2.30M | 0.2% | +1,117+14.8% | Added | History |
| GEGeneral Electric Co | Stock | 11,334 | $2.27M | 0.2% | +4,694+70.7% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 2,177 | $2.15M | 0.2% | −11−0.5% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,669 | $2.14M | 0.2% | −329−3.3% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 4,223 | $2.09M | 0.2% | −623−12.9% | Reduced | History |
| VZVerizon Communications Inc | Stock | 45,913 | $2.08M | 0.2% | +11,360+32.9% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 10,419 | $2.08M | 0.2% | −267−2.5% | Reduced | – |
| CPRTCopart Inc | COM | 36,130 | $2.04M | 0.2% | +6,298+21.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 7,995 | $1.99M | 0.2% | +2,282+39.9% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 5,756 | $1.95M | 0.2% | −2,216−27.8% | Reduced | – |
| CVLTCommvault Systems Inc | COM | 11,962 | $1.89M | 0.2% | −131−1.1% | Reduced | History |
| PGRProgressive Corp | Stock | 6,448 | $1.82M | 0.2% | +1,114+20.9% | Added | History |
| WMTWalmart Inc. | Stock | 20,035 | $1.76M | 0.2% | −6,033−23.1% | Reduced | History |
| SHWSherwin Williams Co | COM | 5,046 | $1.76M | 0.2% | +1,067+26.8% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 9,996 | $1.76M | 0.2% | +36+0.4% | Added | History |
| CICigna Group | Stock | 5,339 | $1.76M | 0.2% | +710+15.3% | Added | History |
| ORCLOracle Corp | Stock | 12,123 | $1.69M | 0.2% | +238+2.0% | Added | History |
| MRKMerck & Co., Inc. | Stock | 18,464 | $1.67M | 0.2% | −1,668−8.3% | Reduced | History |
| MOAltria Group, Inc. | Stock | 27,721 | $1.66M | 0.2% | +17,115+161.4% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 6,499 | $1.65M | 0.2% | +1,434+28.3% | Added | History |
| CORCencora, Inc. | Stock | 5,894 | $1.64M | 0.2% | −292−4.7% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 6,106 | $1.64M | 0.2% | +226+3.8% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| TSLATesla, Inc. | Stock | – | $207.3K |
Sold out since Q4 2024 (42)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,038 | $2.25M | 0.2% | – |
| APPAppLovin Corp | COM CL A | 5,370 | $1.74M | 0.2% | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 26,853 | $1.40M | 0.1% | – |
| NVONovo Nordisk A S | ADR | 14,252 | $1.23M | 0.1% | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,870 | $900.9K | 0.1% | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 450 | $875.3K | 0.1% | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 23,500 | $682.7K | 0.1% | – |
| AZPNAspen Technology, Inc. | COM | 2,327 | $580.9K | 0.1% | History |
| AXONAxon Enterprise, Inc. | COM | 903 | $536.5K | 0.1% | History |
| SNOWSnowflake Inc. | Stock | 3,452 | $533.0K | 0.1% | History |
| BAXBaxter International Inc | Stock | 13,066 | $383.3K | <0.1% | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 5,600 | $355.3K | <0.1% | – |
| RJFRaymond James Financial Inc | COM | 2,024 | $314.4K | <0.1% | History |
| HOODRobinhood Markets, Inc. | Stock | 8,206 | $305.8K | <0.1% | History |
| iShares Tr46434V274 | INTL EQTY FACTOR | 10,000 | $287.2K | <0.1% | – |
| RDDTReddit, Inc. | Stock | 1,717 | $280.6K | <0.1% | History |
| GGenpact LTD | SHS | 6,500 | $279.2K | <0.1% | History |
| TGTTarget Corp | Stock | 1,995 | $269.7K | <0.1% | History |
| SPGSimon Property Group Inc. | REIT | 1,460 | $251.4K | <0.1% | History |
| MFCManulife Financial Corp | COM | 8,127 | $249.6K | <0.1% | History |
| GIBCgi Inc | CL A | 2,203 | $241.0K | <0.1% | History |
| HSYHershey Co | COM | 1,402 | $237.4K | <0.1% | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,040 | $230.1K | <0.1% | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 2,000 | $229.5K | <0.1% | – |
| CSXCSX Corp | Stock | 7,099 | $229.1K | <0.1% | History |
| KMIKinder Morgan, Inc. | Stock | 8,284 | $227.0K | <0.1% | History |
| TTDTrade Desk, Inc. | Stock | 1,929 | $226.7K | <0.1% | History |
| MLMMartin Marietta Materials Inc | COM | 423 | $218.5K | <0.1% | History |
| FLUTFlutter Entertainment plc | SHS | 807 | $208.6K | <0.1% | History |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 4,600 | $207.2K | <0.1% | – |
| IRMIron Mountain Inc | COM | 1,940 | $205.3K | <0.1% | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 4,800 | $205.2K | <0.1% | – |
| SRESempra | Stock | 2,318 | $204.7K | <0.1% | History |
| AVYAvery Dennison Corp | COM | 1,076 | $201.4K | <0.1% | History |
| XYZBlock, Inc. | CL A | 2,358 | $200.4K | <0.1% | History |
| FFord Motor Co | Stock | 17,239 | $170.7K | <0.1% | History |
| ECEcopetrol S.A. | SPONSORED ADS | 17,715 | $140.3K | <0.1% | History |
| VALEVale S.A. | SPONSORED ADS | 11,254 | $99.8K | <0.1% | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 29,663 | $97.9K | <0.1% | History |
| SSLSasol Ltd | SPONSORED ADR | 19,182 | $87.5K | <0.1% | History |
| BAKBraskem SA | SP ADR PFD A | 20,413 | $78.8K | <0.1% | History |
| VVRInvesco Senior Income Trust | COM | 10,400 | $41.1K | <0.1% | History |