Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 24, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 337
- +58 vs. Q1 2026
- Portfolio value
- $1.07B
- +$222.3M (+26.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SEEDOrigin Agritech LTD | SHS NEW | 20,771 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| GRMLGreenland Mines Ltd | COM | 104,595 | $27.2K | <0.1% | +104,595 | New | History |
| NPWRNet Power Inc. | COM CL A | 16,413 | $27.4K | <0.1% | +20+0.1% | Added | History |
| GETYGetty Images Holdings, Inc. | CL A COM | 32,556 | $28.0K | <0.1% | +32,556 | New | History |
| SANGSangoma Technologies Corp | COM NEW | 10,000 | $38.1K | <0.1% | 00.0% | Unchanged | History |
| WITWipro Ltd | SPON ADR 1 SH | 27,417 | $61.7K | <0.1% | +13,308+94.3% | Added | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 10,733 | $62.3K | <0.1% | 00.0% | Unchanged | History |
| PPSIPioneer Power Solutions, Inc. | COM NEW | 16,025 | $63.1K | <0.1% | 00.0% | Unchanged | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 12,874 | $75.1K | <0.1% | +12,874 | New | History |
| CLFCleveland-Cliffs Inc. | COM | 10,667 | $100.2K | <0.1% | +10,667 | New | History |
| CIONCION Investment Corp | COM | 17,000 | $105.9K | <0.1% | 00.0% | Unchanged | History |
| SMRNuscale Power Corp | CL A COM | 13,099 | $131.4K | <0.1% | 00.0% | Unchanged | History |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 12,019 | $143.7K | <0.1% | +12,019 | New | History |
| OWLBlue Owl Capital Inc. | COM CL A | 17,000 | $148.8K | <0.1% | +5,038+42.1% | Added | History |
| STLAStellantis N.V. | SHS | 26,835 | $154.0K | <0.1% | +14,561+118.6% | Added | History |
| ASCArdmore Shipping Corp | COM | 11,500 | $161.1K | <0.1% | +11,500 | New | History |
| AALAmerican Airlines Group Inc. | Stock | 11,004 | $198.8K | <0.1% | +11,004 | New | History |
| Vanguard Industrials ETF92204A603 | ETF | 555 | $200.0K | <0.1% | +555 | New | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,430 | $201.3K | <0.1% | +2,430 | New | – |
| iShares Tr464287721 | U.S. TECH ETF | 800 | $201.8K | <0.1% | +800 | New | – |
| SHOPShopify Inc. | Stock | 1,768 | $201.9K | <0.1% | +14+0.8% | Added | History |
| LMTLockheed Martin Corp | Stock | 398 | $202.5K | <0.1% | +398 | New | History |
| CRWVCoreWeave, Inc. | Stock | 2,039 | $203.0K | <0.1% | +2,039 | New | History |
| PRUPrudential Financial Inc | Stock | 1,884 | $203.3K | <0.1% | +1,884 | New | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 600 | $205.7K | <0.1% | +600 | New | – |
| ICEIntercontinental Exchange, Inc. | Stock | 1,688 | $207.8K | <0.1% | +1,688 | New | History |
| TDYTeledyne Technologies Inc | COM | 323 | $215.4K | <0.1% | −9−2.7% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 753 | $218.7K | <0.1% | +753 | New | History |
| DHIHorton D R Inc | COM | 1,345 | $219.1K | <0.1% | +1,345 | New | History |
| DUKDuke Energy CORP | Stock | 1,747 | $221.1K | <0.1% | +1,747 | New | History |
| MSCIMSCI Inc. | Stock | 395 | $221.2K | <0.1% | +9+2.3% | Added | History |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 4,039 | $222.9K | <0.1% | +210+5.5% | Added | – |
| COFCapital One Financial Corp | Stock | 1,124 | $225.5K | <0.1% | +1,124 | New | History |
| NEXTNextDecade Corp | COM | 30,000 | $226.2K | <0.1% | +30,000 | New | History |
| CMECME Group Inc. | COM | 1,039 | $229.4K | <0.1% | −77−6.9% | Reduced | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,784 | $230.0K | <0.1% | +2,784 | New | – |
| PINSPinterest, Inc. | CL A | 11,043 | $232.2K | <0.1% | +11,043 | New | History |
| DOCUDocuSign, Inc. | Stock | 5,283 | $234.7K | <0.1% | +5,283 | New | History |
| FFord Motor Co | Stock | 17,012 | $236.5K | <0.1% | −139−0.8% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 1,318 | $236.6K | <0.1% | +33+2.6% | Added | History |
| FDXFedEx Corp | Stock | 753 | $236.7K | <0.1% | +753 | New | History |
| WDCWestern Digital Corp | COM | 371 | $236.8K | <0.1% | +371 | New | History |
| ADBEAdobe Inc. | Stock | 1,156 | $237.0K | <0.1% | +1,156 | New | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 2,675 | $237.7K | <0.1% | +2,675 | New | History |
| BOXBox Inc | CL A | 8,978 | $238.3K | <0.1% | +8,978 | New | History |
| KMBKimberly Clark Corp | Stock | 2,146 | $238.3K | <0.1% | −196−8.4% | Reduced | History |
| WSEWise Group plc | ORD SHS CLASS A | 20,133 | $239.8K | <0.1% | +20,133 | New | History |
| AEPAmerican Electric Power Co Inc | Stock | 1,756 | $240.2K | <0.1% | +1,756 | New | History |
| iShares Tr464287341 | GLOBAL ENERG ETF | 4,915 | $241.5K | <0.1% | 00.0% | Unchanged | – |
| AZNAstraZeneca PLC | ADR | 1,283 | $242.7K | <0.1% | +1,283 | New | History |
| FISVFiserv Inc | Stock | 5,001 | $245.3K | <0.1% | −3,819−43.3% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 257 | $247.1K | <0.1% | +257 | New | History |
| CHDChurch & Dwight Co Inc | COM | 2,570 | $249.0K | <0.1% | +2,570 | New | History |
| iShares Select Dividend ETF464287168 | ETF | 1,599 | $249.9K | <0.1% | 00.0% | Unchanged | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 508 | $252.3K | <0.1% | +508 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,879 | $253.9K | <0.1% | +5,879 | New | History |
| Goldman Sachs ETF Tr381430305 | ACTIVEBETA EUR | 5,246 | $254.7K | <0.1% | +76+1.5% | Added | – |
| VSTVistra Corp. | Stock | 1,611 | $255.6K | <0.1% | +84+5.5% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 1,330 | $258.9K | <0.1% | +291+28.0% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,116 | $261.0K | <0.1% | 00.0% | Unchanged | – |
| BKUBankUnited, Inc. | COM | 5,400 | $261.6K | <0.1% | 00.0% | Unchanged | History |
| SNDKSandisk Corp | COM | 115 | $262.2K | <0.1% | +115 | New | History |
| OCFCOceanfirst Financial Corp | COM | 13,613 | $265.9K | <0.1% | +13,613 | New | History |
| MOAltria Group, Inc. | Stock | 3,720 | $271.6K | <0.1% | +565+17.9% | Added | History |
| Vanguard Financials ETF92204A405 | ETF | 2,064 | $271.6K | <0.1% | 00.0% | Unchanged | – |
| LUMNLumen Technologies, Inc. | Stock | 35,400 | $271.9K | <0.1% | +35,400 | New | History |
| Goldman Sachs ETF Tr381430362 | ACCESS INFLATI | 5,566 | $271.9K | <0.1% | +248+4.7% | Added | – |
| MNSTMonster Beverage Corp | COM | 2,836 | $272.6K | <0.1% | +2,836 | New | History |
| ZSZscaler, Inc. | Stock | 1,946 | $274.7K | <0.1% | −598−23.5% | Reduced | History |
| CFGCitizens Financial Group Inc | COM | 3,921 | $274.7K | <0.1% | −251−6.0% | Reduced | History |
| AIGAmerican International Group, Inc. | Stock | 3,700 | $275.8K | <0.1% | +517+16.2% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,680 | $276.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,517 | $277.2K | <0.1% | +2,517 | New | – |
| TRGPTarga Resources Corp. | COM | 1,035 | $277.5K | <0.1% | +9+0.9% | Added | History |
| TAT&T Inc. | Stock | 13,439 | $278.2K | <0.1% | +3,383+33.6% | Added | History |
| NUENucor Corp | COM | 1,250 | $278.4K | <0.1% | +1,250 | New | History |
| QQnity Electronics, Inc. | COMMON STOCK | 1,708 | $278.9K | <0.1% | +1,708 | New | History |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 5,367 | $279.1K | <0.1% | −112−2.0% | Reduced | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 4,439 | $283.4K | <0.1% | +4,439 | New | – |
| Vanguard Health Care ETF92204A504 | ETF | 949 | $283.8K | <0.1% | −1,211−56.1% | Reduced | – |
| SOSouthern Co | Stock | 2,967 | $284.0K | <0.1% | +497+20.1% | Added | History |
| iShares Tr464287762 | US HLTHCARE ETF | 4,250 | $284.8K | <0.1% | 00.0% | Unchanged | – |
| NCNOnCino, Inc. | COM | 17,445 | $285.2K | <0.1% | +6,930+65.9% | Added | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,521 | $286.1K | <0.1% | +1,521 | New | – |
| USBUS Bancorp DE | COM NEW | 4,740 | $286.3K | <0.1% | −916−16.2% | Reduced | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 727 | $286.4K | <0.1% | 00.0% | Unchanged | – |
| PHParker-Hannifin Corp | Stock | 293 | $286.6K | <0.1% | +60+25.8% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 1,133 | $289.7K | <0.1% | +27+2.4% | Added | History |
| PAYXPaychex Inc | Stock | 2,950 | $290.1K | <0.1% | +57+2.0% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 1,730 | $290.2K | <0.1% | +160+10.2% | Added | History |
| GDGeneral Dynamics Corp | Stock | 820 | $290.5K | <0.1% | +820 | New | History |
| KKRKKR & Co. Inc. | COM | 3,172 | $291.1K | <0.1% | +340+12.0% | Added | History |
| CCitigroup Inc | Stock | 2,087 | $292.1K | <0.1% | +2,087 | New | History |
| TMToyota Motor Corp | ADS | 1,740 | $293.1K | <0.1% | +210+13.7% | Added | History |
| COKECoca-Cola Consolidated, Inc. | COM | 1,555 | $296.9K | <0.1% | +1,555 | New | History |
| PHRPhreesia, Inc. | COM | 29,162 | $300.1K | <0.1% | −43−0.1% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,235 | $300.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 704 | $300.3K | <0.1% | 00.0% | Unchanged | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,843 | $301.2K | <0.1% | 00.0% | Unchanged | – |
| PPLPPL Corp | COM | 8,227 | $301.4K | <0.1% | −34−0.4% | Reduced | History |
Sold out since Q1 2026 (13)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 18,389 | $3.12M | 0.4% | History |
| HONHoneywell International Inc | COM | 3,098 | $700.2K | 0.1% | History |
| STZConstellation Brands, Inc. | Stock | 2,196 | $329.3K | <0.1% | History |
| CPRTCopart Inc | COM | 7,990 | $265.3K | <0.1% | History |
| AEMAgnico Eagle Mines Ltd | Stock | 1,282 | $260.2K | <0.1% | History |
| GGenpact LTD | SHS | 6,760 | $251.8K | <0.1% | History |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 4,722 | $249.6K | <0.1% | – |
| FFICFlushing Financial Corp | COM | 16,045 | $246.5K | <0.1% | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,646 | $234.7K | <0.1% | – |
| HUBSHubSpot Inc | COM | 933 | $227.7K | <0.1% | History |
| PRIMPrimoris Services Corp | Stock | 1,564 | $223.9K | <0.1% | History |
| NATLNCR Atleos Corp | COM SHS | 5,000 | $217.9K | <0.1% | History |
| ZTSZoetis Inc. | Stock | 1,755 | $207.5K | <0.1% | History |