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 |
|---|---|---|---|---|---|---|---|
| VFCV F Corp | Stock | 18,193 | $303.5K | <0.1% | −606−3.2% | Reduced | History |
| NDSNNordson Corp | COM | 1,008 | $304.9K | <0.1% | +1,008 | New | History |
| MCOMoodys Corp | Stock | 678 | $307.1K | <0.1% | +95+16.3% | Added | History |
| RELYRemitly Global, Inc. | COM | 13,713 | $307.3K | <0.1% | +13,713 | New | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,960 | $307.6K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 500 | $311.9K | <0.1% | +500 | New | – |
| MARMarriott International Inc | Stock | 872 | $323.2K | <0.1% | +125+16.7% | Added | History |
| WMWaste Management Inc | Stock | 1,451 | $323.4K | <0.1% | −425−22.7% | Reduced | History |
| CVSCVS Health Corp | Stock | 3,140 | $324.8K | <0.1% | +3,140 | New | History |
| RPMRPM International Inc | COM | 2,955 | $328.4K | <0.1% | +2,955 | New | History |
| iShares Tr46432F388 | MSCI USA VALUE | 1,680 | $335.7K | <0.1% | 00.0% | Unchanged | – |
| DYDycom Industries Inc | COM | 668 | $337.9K | <0.1% | −5−0.7% | Reduced | History |
| QRVOQorvo, Inc. | Stock | 3,722 | $347.2K | <0.1% | +3,722 | New | History |
| JCIJohnson Controls International plc | Stock | 2,381 | $348.8K | <0.1% | +2,381 | New | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,105 | $350.8K | <0.1% | −1,148−35.3% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 3,011 | $351.3K | <0.1% | +827+37.9% | Added | History |
| AFLAflac Inc | Stock | 3,030 | $355.3K | <0.1% | +3,030 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 710 | $356.0K | <0.1% | +75+11.8% | Added | History |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 8,004 | $367.4K | <0.1% | +169+2.2% | Added | – |
| RMBSRambus Inc | COM | 2,793 | $370.7K | <0.1% | +2,793 | New | History |
| MGNIMagnite, Inc. | COM | 19,967 | $379.0K | <0.1% | +19,967 | New | History |
| ICLRIcon PLC | COM | 2,200 | $382.2K | <0.1% | 00.0% | Unchanged | History |
| CMICummins Inc | Stock | 538 | $383.7K | <0.1% | +86+19.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,456 | $386.1K | <0.1% | −187−7.1% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 4,225 | $389.1K | <0.1% | −90−2.1% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,248 | $389.9K | <0.1% | +35+0.3% | Added | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 2,700 | $390.1K | <0.1% | 00.0% | Unchanged | – |
| BNBROOKFIELD Corp | CL A LTD VT SH | 9,161 | $390.5K | <0.1% | −94−1.0% | Reduced | History |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,195 | $394.0K | <0.1% | +6+0.3% | Added | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 8,649 | $395.3K | <0.1% | +1,366+18.8% | Added | – |
| LINLinde PLC | Stock | 779 | $404.3K | <0.1% | −9−1.1% | Reduced | History |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 6,225 | $411.0K | <0.1% | 00.0% | Unchanged | – |
| FICOFair Isaac Corp | COM | 345 | $412.2K | <0.1% | +43+14.2% | Added | History |
| OKLOOklo Inc. | COM CL A | 7,889 | $412.8K | <0.1% | −81−1.0% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 2,770 | $419.2K | <0.1% | −350−11.2% | Reduced | History |
| PEGPublic Service Enterprise Group Inc | COM | 5,178 | $420.2K | <0.1% | +115+2.3% | Added | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 5,182 | $426.7K | <0.1% | +44+0.9% | Added | – |
| KOCoca Cola Co | Stock | 5,260 | $430.3K | <0.1% | +1,725+48.8% | Added | History |
| CAHCardinal Health Inc | Stock | 1,844 | $438.1K | <0.1% | +193+11.7% | Added | History |
| NVSNovartis AG | ADR | 2,837 | $444.6K | <0.1% | +330+13.2% | Added | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 2,627 | $448.8K | <0.1% | +2,627 | New | History |
| QCOMQualcomm Inc | Stock | 2,444 | $451.6K | <0.1% | +385+18.7% | Added | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 9,652 | $452.9K | <0.1% | +9,652 | New | – |
| Global X Uranium ETF37954Y871 | ETF | 10,438 | $456.1K | <0.1% | 00.0% | Unchanged | – |
| GMGeneral Motors Co | COM | 5,980 | $460.9K | <0.1% | +112+1.9% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 8,051 | $463.9K | <0.1% | +722+9.9% | Added | History |
| DHRDanaher Corp | Stock | 2,516 | $479.2K | <0.1% | +645+34.5% | Added | History |
| ETNEaton Corp plc | Stock | 1,132 | $482.4K | <0.1% | −427−27.4% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 2,955 | $483.3K | <0.1% | +344+13.2% | Added | History |
| GLWCorning Inc | COM | 1,911 | $488.1K | <0.1% | +1,911 | New | History |
| HONAHoneywell Aerospace Inc. | COM | 2,218 | $490.4K | <0.1% | +2,218 | New | History |
| OKTAOkta, Inc. | CL A | 3,600 | $491.2K | <0.1% | +3,600 | New | History |
| SYKStryker Corp | Stock | 1,576 | $496.2K | <0.1% | +1,576 | New | History |
| HONHoneywell International Inc | Stock | 2,218 | $496.6K | <0.1% | +2,218 | New | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,677 | $502.6K | <0.1% | 00.0% | Unchanged | – |
| NMLNeuberger Energy Infrastructure & Income Fund Inc. | COM | 50,000 | $507.0K | <0.1% | 00.0% | Unchanged | History |
| AMEAmetek Inc | COM | 2,101 | $508.3K | <0.1% | +1,116+113.3% | Added | History |
| MPLXMPLX LP | COM UNIT REP LTD | 9,275 | $522.5K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,896 | $533.2K | <0.1% | +256+15.6% | Added | History |
| iShares Tr464288869 | MICRO-CAP ETF | 2,667 | $533.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,300 | $539.8K | 0.1% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 9,475 | $546.4K | 0.1% | 00.0% | Unchanged | – |
| GSGoldman Sachs Group Inc | Stock | 558 | $564.6K | 0.1% | +79+16.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 1,384 | $575.3K | 0.1% | +297+27.3% | Added | History |
| HBANHuntington Bancshares Inc | COM | 32,236 | $576.5K | 0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 5,385 | $578.9K | 0.1% | +42+0.8% | Added | History |
| CTVACorteva, Inc. | Stock | 6,908 | $585.1K | 0.1% | +411+6.3% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,008 | $586.8K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,654 | $587.1K | 0.1% | 00.0% | Unchanged | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 776 | $592.2K | 0.1% | +164+26.8% | Added | History |
| MSMorgan Stanley | Stock | 2,903 | $606.7K | 0.1% | +248+9.3% | Added | History |
| UNPUnion Pacific Corp | Stock | 2,302 | $626.2K | 0.1% | +284+14.1% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,590 | $636.5K | 0.1% | +1,941+41.8% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,990 | $640.5K | 0.1% | +2,678+42.4% | Added | – |
| BXBlackstone Inc. | COM | 5,474 | $644.1K | 0.1% | −508−8.5% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 6,810 | $649.9K | 0.1% | −285−4.0% | Reduced | – |
| RGAReinsurance Group of America Inc | COM NEW | 3,063 | $651.3K | 0.1% | −187−5.8% | Reduced | History |
| TOSTToast, Inc. | Stock | 23,481 | $653.2K | 0.1% | −2,826−10.7% | Reduced | History |
| T Rowe Price Exchange-Traded87283Q404 | PRICE DIV GRWT | 13,433 | $658.6K | 0.1% | +13,433 | New | – |
| TJXTJX Companies Inc | Stock | 4,507 | $682.8K | 0.1% | −59−1.3% | Reduced | History |
| CBChubb Ltd | Stock | 2,008 | $686.3K | 0.1% | +2,008 | New | History |
| CDNSCadence Design Systems Inc | Stock | 1,830 | $686.8K | 0.1% | +131+7.7% | Added | History |
| GILGildan Activewear Inc. | Stock | 13,354 | $689.1K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 2,354 | $690.1K | 0.1% | +860+57.6% | Added | History |
| iShares Inc464286608 | MSCI EURZONE ETF | 9,996 | $694.7K | 0.1% | 00.0% | Unchanged | – |
| CICigna Group | Stock | 2,534 | $698.6K | 0.1% | +421+19.9% | Added | History |
| MKLMarkel Group Inc. | COM | 362 | $707.0K | 0.1% | −1−0.3% | Reduced | History |
| VZVerizon Communications Inc | Stock | 16,701 | $707.1K | 0.1% | +5,633+50.9% | Added | History |
| STBAS&T Bancorp Inc | COM | 14,502 | $711.8K | 0.1% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 14,299 | $712.4K | 0.1% | −2,827−16.5% | Reduced | History |
| WFCWells Fargo & Company | Stock | 8,623 | $712.6K | 0.1% | +2,823+48.7% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 1,581 | $713.0K | 0.1% | +39+2.5% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 7,973 | $721.2K | 0.1% | +186+2.4% | Added | History |
| SNPSSynopsys Inc | COM | 1,621 | $723.1K | 0.1% | +103+6.8% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,422 | $750.9K | 0.1% | +321+10.4% | Added | – |
| RTXRTX Corp | Stock | 3,976 | $754.4K | 0.1% | +864+27.8% | Added | History |
| NOWServiceNow, Inc. | Stock | 7,787 | $773.1K | 0.1% | +373+5.0% | Added | History |
| Innovator ETFs Trust45782C649 | US EQTY ULTRA B | 18,817 | $777.7K | 0.1% | −5,398−22.3% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,803 | $809.2K | 0.1% | +100+2.7% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 10,648 | $829.6K | 0.1% | +1,438+15.6% | Added | – |
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 |