Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 27, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 288
- +38 vs. Q3 2025
- Portfolio value
- $931.0M
- +$121.3M (+15.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NINENine Energy Service, Inc. | COM | 29,042 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| SEEDOrigin Agritech LTD | SHS NEW | 20,771 | $23.1K | <0.1% | −20,771−50.0% | Reduced | History |
| NPWRNet Power Inc. | COM CL A | 16,393 | $37.4K | <0.1% | 00.0% | Unchanged | History |
| SANGSangoma Technologies Corp | COM NEW | 10,000 | $50.3K | <0.1% | 00.0% | Unchanged | History |
| WITWipro Ltd | SPON ADR 1 SH | 21,066 | $59.8K | <0.1% | +21,066 | New | History |
| INTSIntensity Therapeutics, Inc. | COM | 153,447 | $62.9K | <0.1% | +153,447 | New | History |
| PPSIPioneer Power Solutions, Inc. | COM NEW | 16,025 | $75.8K | <0.1% | 00.0% | Unchanged | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 10,670 | $76.4K | <0.1% | 00.0% | Unchanged | History |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 14,699 | $130.8K | <0.1% | +14,699 | New | History |
| IIMInvesco Value Municipal Income Trust | COM | 12,080 | $148.8K | <0.1% | +12,080 | New | History |
| SMRNuscale Power Corp | CL A COM | 13,140 | $186.2K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 830 | $200.2K | <0.1% | +830 | New | History |
| TRGPTarga Resources Corp. | COM | 1,089 | $200.9K | <0.1% | +1,089 | New | History |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 3,610 | $201.4K | <0.1% | −4−0.1% | Reduced | – |
| MNSTMonster Beverage Corp | COM | 2,630 | $201.6K | <0.1% | +2,630 | New | History |
| iShares Tr464287341 | GLOBAL ENERG ETF | 4,915 | $206.1K | <0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 464 | $206.3K | <0.1% | −240−34.1% | Reduced | – |
| MSCIMSCI Inc. | Stock | 363 | $208.3K | <0.1% | +363 | New | History |
| BLKBlackRock, Inc. | Stock | 195 | $208.7K | <0.1% | +195 | New | History |
| DUKDuke Energy CORP | Stock | 1,792 | $210.0K | <0.1% | +1,792 | New | History |
| CCJCameco Corp | Stock | 2,307 | $211.1K | <0.1% | +2,307 | New | History |
| PHParker-Hannifin Corp | Stock | 242 | $212.7K | <0.1% | +242 | New | History |
| ZTSZoetis Inc. | Stock | 1,702 | $214.1K | <0.1% | +1,702 | New | History |
| INTUIntuit Inc. | Stock | 327 | $216.9K | <0.1% | −108−24.8% | Reduced | History |
| CFGCitizens Financial Group Inc | COM | 3,800 | $222.0K | <0.1% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 716 | $224.3K | <0.1% | +716 | New | History |
| GIBCgi Inc | CL A | 2,433 | $225.0K | <0.1% | +2,433 | New | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,340 | $225.0K | <0.1% | +1,340 | New | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,116 | $229.2K | <0.1% | +3,116 | New | – |
| DYDycom Industries Inc | COM | 679 | $229.4K | <0.1% | +679 | New | History |
| iShares Tr46432F388 | MSCI USA VALUE | 1,680 | $229.7K | <0.1% | +57+3.5% | Added | – |
| CEGConstellation Energy Corp | Stock | 659 | $232.8K | <0.1% | −125−15.9% | Reduced | History |
| SOSouthern Co | Stock | 2,685 | $234.1K | <0.1% | +2,685 | New | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,680 | $237.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,311 | $237.0K | <0.1% | +2,311 | New | – |
| Goldman Sachs ETF Tr381430305 | ACTIVEBETA EUR | 5,155 | $237.7K | <0.1% | −55−1.1% | Reduced | – |
| CMICummins Inc | Stock | 466 | $237.9K | <0.1% | +466 | New | History |
| ACNAccenture plc | Stock | 891 | $239.1K | <0.1% | +891 | New | History |
| TMUST-Mobile US, Inc. | Stock | 1,178 | $239.2K | <0.1% | +335+39.7% | Added | History |
| BKUBankUnited, Inc. | COM | 5,400 | $240.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,729 | $241.5K | <0.1% | +83+3.1% | Added | – |
| FFICFlushing Financial Corp | COM | 16,000 | $242.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,613 | $242.9K | <0.1% | +3,613 | New | – |
| TAT&T Inc. | Stock | 10,035 | $249.3K | <0.1% | +10,035 | New | History |
| Goldman Sachs ETF Tr381430362 | ACCESS INFLATI | 5,091 | $251.1K | <0.1% | +88+1.8% | Added | – |
| BlackRock New York Municipal Income Trust09248L106 | SH BEN INT | 24,900 | $252.5K | <0.1% | +24,900 | New | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 5,935 | $252.7K | <0.1% | −70−1.2% | Reduced | – |
| CAHCardinal Health Inc | Stock | 1,251 | $257.1K | <0.1% | −146−10.5% | Reduced | History |
| KOCoca Cola Co | Stock | 3,686 | $257.7K | <0.1% | −1,470−28.5% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,235 | $261.6K | <0.1% | +150+13.8% | Added | – |
| MOAltria Group, Inc. | Stock | 4,508 | $264.5K | <0.1% | +4,508 | New | History |
| iShares Select Dividend ETF464287168 | ETF | 1,924 | $271.6K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Financials ETF92204A405 | ETF | 2,038 | $272.1K | <0.1% | +33+1.6% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 703 | $272.1K | <0.1% | 00.0% | Unchanged | – |
| AIGAmerican International Group, Inc. | Stock | 3,200 | $273.8K | <0.1% | +434+15.7% | Added | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,960 | $276.5K | <0.1% | +1,960 | New | – |
| iShares Tr464287762 | US HLTHCARE ETF | 4,250 | $276.7K | <0.1% | +4,250 | New | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 857 | $276.8K | <0.1% | +130+17.9% | Added | – |
| KMBKimberly Clark Corp | Stock | 2,724 | $278.2K | <0.1% | −621−18.6% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 1,609 | $279.1K | <0.1% | +445+38.2% | Added | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 2,700 | $283.5K | <0.1% | 00.0% | Unchanged | – |
| WDAYWorkday, Inc. | CL A | 1,322 | $283.9K | <0.1% | +37+2.9% | Added | History |
| SHOPShopify Inc. | Stock | 1,776 | $285.9K | <0.1% | +243+15.9% | Added | History |
| STZConstellation Brands, Inc. | Stock | 2,089 | $288.3K | <0.1% | −61−2.8% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 1,295 | $289.7K | <0.1% | +48+3.8% | Added | History |
| MTBM&T Bank Corp | COM | 1,447 | $291.5K | <0.1% | +97+7.2% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,447 | $298.3K | <0.1% | +5,447 | New | – |
| GGenpact LTD | SHS | 6,500 | $304.1K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 1,115 | $304.5K | <0.1% | +137+14.0% | Added | History |
| KKRKKR & Co. Inc. | COM | 2,422 | $308.8K | <0.1% | −121−4.8% | Reduced | History |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 4,722 | $309.3K | <0.1% | +4,722 | New | – |
| USBUS Bancorp DE | COM NEW | 5,763 | $310.5K | <0.1% | −3,411−37.2% | Reduced | History |
| PPLPPL Corp | COM | 8,825 | $311.4K | <0.1% | +684+8.4% | Added | History |
| CPRTCopart Inc | COM | 8,041 | $314.8K | <0.1% | +494+6.5% | Added | History |
| LINLinde PLC | Stock | 761 | $324.5K | <0.1% | +268+54.4% | Added | History |
| COFCapital One Financial Corp | Stock | 1,343 | $325.5K | <0.1% | +1,343 | New | History |
| VFCV F Corp | Stock | 18,064 | $326.6K | <0.1% | 00.0% | Unchanged | History |
| TMToyota Motor Corp | ADS | 1,537 | $329.0K | <0.1% | +419+37.5% | Added | History |
| CVSCVS Health Corp | Stock | 4,225 | $335.3K | <0.1% | +925+28.0% | Added | History |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,183 | $336.1K | <0.1% | +11+0.5% | Added | – |
| HUBSHubSpot Inc | COM | 863 | $346.3K | <0.1% | +1+0.1% | Added | History |
| NVSNovartis AG | ADR | 2,524 | $348.0K | <0.1% | +2,524 | New | History |
| KLACKLA Corp | COM NEW | 291 | $353.6K | <0.1% | +37+14.6% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,175 | $354.5K | <0.1% | +40+0.3% | Added | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 5,138 | $358.0K | <0.1% | +5,138 | New | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 7,761 | $360.4K | <0.1% | −45−0.6% | Reduced | – |
| DDOGDatadog, Inc. | CL A COM | 2,662 | $362.0K | <0.1% | +62+2.4% | Added | History |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 6,225 | $365.2K | <0.1% | 00.0% | Unchanged | – |
| QCOMQualcomm Inc | Stock | 2,143 | $366.6K | <0.1% | +656+44.1% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 783 | $367.3K | <0.1% | +70+9.8% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,544 | $381.4K | <0.1% | +78+5.3% | Added | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 8,869 | $382.8K | <0.1% | −416−4.5% | Reduced | – |
| GTLBGitlab Inc. | CLASS A COM | 10,429 | $391.4K | <0.1% | −1,906−15.5% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 7,283 | $392.8K | <0.1% | +256+3.6% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 4,331 | $395.0K | <0.1% | +362+9.1% | Added | History |
| PEGPublic Service Enterprise Group Inc | COM | 4,947 | $397.2K | <0.1% | +210+4.4% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 2,252 | $400.3K | <0.1% | +1,014+81.9% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,415 | $400.8K | <0.1% | +6,415 | New | – |
| ICLRIcon PLC | COM | 2,200 | $400.9K | <0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 791 | $404.1K | <0.1% | +61+8.4% | Added | History |
Sold out since Q3 2025 (5)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| FLUTFlutter Entertainment plc | SHS | 1,130 | $287.0K | <0.1% | History |
| CRWVCoreWeave, Inc. | Stock | 2,000 | $273.7K | <0.1% | History |
| NCNOnCino, Inc. | COM | 8,432 | $228.6K | <0.1% | History |
| PRIMPrimoris Services Corp | Stock | 1,566 | $215.2K | <0.1% | History |
| STLAStellantis N.V. | SHS | 16,000 | $149.4K | <0.1% | History |