Legacy-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NCNO",
  "RGEN",
  "SPSC",
  "TREX",
  "APPF",
  "VRNS",
  "NVR",
  "MQ",
  "KTOS",
  "MORN",
  "CBLL",
  "AES",
  "AORT",
  "GIL",
  "RBC",
  null,
  "AVAV",
  "SMCI",
  "MU",
  "MPLX",
  "ACN",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "NNE",
  "ALL",
  "GOOGL",
  "AVT",
  "STAA",
  "AXP",
  "AIG",
  "ASML",
  "T",
  "BILI",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "WRB",
  "BSX",
  "CRS",
  "CCI",
  "COF",
  "CMI",
  "LMB",
  "JOYY",
  "DUK",
  "D",
  "NICE",
  "NINE",
  "PFS",
  "RYAAY",
  "QFIN",
  "FERG",
  "AUPH",
  "GD",
  "GILD",
  "HLT",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "FULT",
  "QCOM",
  null,
  "ISRG",
  "HUBS",
  "LEN",
  "ITW",
  "GSIE",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  null,
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  "SANG",
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  "MPC",
  "SEED",
  "PPSI",
  "MMC",
  "MRVL",
  "MA",
  "RAMP",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NEOG",
  "NDAQ",
  "EQIX",
  "EXC",
  "FICO",
  "GE",
  "GTLB",
  "GWRE",
  "GRFS",
  "HES",
  "ORLY",
  "ICLR",
  "SMR",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "GBDC",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KB",
  "AMGN",
  "DGX",
  "REGN",
  "ROK",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "ROP",
  "O",
  "ROST",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "UBER",
  "UPS",
  "VO",
  "MET",
  "VV",
  "RCL",
  "PHR",
  "SCHW",
  "MNST",
  "WEAV",
  "IWV",
  "NJR",
  "PRMB",
  "VIG",
  "TRGP",
  "TOST",
  "NPWR",
  "ULTA",
  "IWO",
  "GMED",
  "TSM",
  "GPN",
  "RMD",
  "CHPT",
  null,
  "ETR",
  "VYM",
  "DD",
  "VRTX",
  null,
  "K",
  "EW",
  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "SEIC",
  "ADSK",
  "AON",
  "GM",
  "ACGL",
  "AFL",
  "APH",
  "AMD",
  "VFC",
  "SDY",
  "FI",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "WEX",
  "OPCH",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "CGNT",
  "ENVA",
  "FIGS",
  "EVLV",
  "HLVX",
  "PAC",
  "OMAB",
  null,
  "KRNT",
  "IDXX",
  null,
  "PEG",
  "FDS",
  "DHI",
  "AMZN",
  "MSI",
  "NEA",
  "IVE",
  "HCA",
  "HIMS",
  "BEKE",
  "HBAN",
  "RGA",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "MGK",
  "VXUS",
  "VGLT",
  "VTEB",
  "BND",
  "VT",
  "VB",
  "VOO",
  "VERX",
  "VTV",
  "VEEV",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WMB",
  "XMTR",
  "WDAY",
  "YUM",
  "GNTX",
  "MTB",
  "SCHD",
  "ET",
  "DVY",
  "JHX",
  "JD",
  "MSCI",
  "MTZ",
  "JKHY",
  "NSC",
  "KEY",
  "RDY",
  "KDP",
  "MKL",
  "SO",
  "STBA",
  "PPL",
  "CRM",
  "RBLX",
  "SCI",
  "TDY",
  "SYY",
  "SPOT",
  null,
  "MANH",
  "CMPR",
  "GEV",
  "MELI",
  "MCK",
  null,
  "GWW",
  "NUE",
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "KMB",
  "ADP",
  "AZO",
  "AZTA",
  "BAC",
  "BMO",
  "BRK-B",
  "BDX",
  "BSY",
  "BLKB",
  "TECH",
  "BA",
  "BAH",
  "BMY",
  "BR",
  "CACI",
  "CDNS",
  "CARR",
  "CBRE",
  "CDW",
  "CNP",
  "CRNC",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CME",
  "KO",
  "CGNX",
  "CNO",
  "CMCSA",
  "CL",
  "COP",
  "CVLT",
  "STZ",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "CTVA",
  "CSGP",
  "BAP",
  "CRWD",
  "CVS",
  "CYBR",
  "DHR",
  "DDOG",
  "DE",
  "DSGX",
  "FANG",
  "DXCM",
  "DFAC",
  "DFS",
  "DLR",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "VOD",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 432
Total Value: 966247243
Accession Number: 0001667731-25-000489
Form Type: 13F-HR
CIK: legacy-advisors
Manager Name: Legacy-Advisors

Data Enrichment

95% identified

409 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

432 positions • $966.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:15.6K

Value:$754.5K

% of Portfolio:0.1% ($754.5K/$966.2M)

DEXCOM INC

DXCM|252131107

Shares:10.9K

Value:$746.3K

% of Portfolio:0.1% ($746.3K/$966.2M)

Phreesia, Inc.

PHR|71944F106

Shares:29.0K

Value:$741.5K

% of Portfolio:0.1% ($741.5K/$966.2M)

MANHATTAN ASSOCIATES INC

MANH|562750109

Shares:4.1K

Value:$711.2K

% of Portfolio:0.1% ($711.2K/$966.2M)

ALLSTATE CORP

ALL|020002101

Shares:3.4K

Value:$710.4K

% of Portfolio:0.1% ($710.4K/$966.2M)

Edwards Lifesciences Corp

EW|28176E108

Shares:9.8K

Value:$709.2K

% of Portfolio:0.1% ($709.2K/$966.2M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:9.0K

Value:$707.5K

% of Portfolio:0.1% ($707.5K/$966.2M)

CITIGROUP INC

C|172967424

Shares:9.9K

Value:$700.3K

% of Portfolio:0.1% ($700.3K/$966.2M)

FAIR ISAAC CORP

FICO|303250104

Shares:377

Value:$695.2K

% of Portfolio:0.1% ($695.2K/$966.2M)

Shell plc

SHEL|780259305

Shares:9.4K

Value:$690.5K

% of Portfolio:0.1% ($690.5K/$966.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:4.0K

Value:$689.6K

% of Portfolio:0.1% ($689.6K/$966.2M)

Targa Resources Corp.

TRGP|87612G101

Shares:3.4K

Value:$689.5K

% of Portfolio:0.1% ($689.5K/$966.2M)

MARKEL GROUP INC.

MKL|570535104

Shares:368

Value:$688.0K

% of Portfolio:0.1% ($688.0K/$966.2M)

Eaton Corp plc

ETN|G29183103

Shares:2.5K

Value:$687.7K

% of Portfolio:0.1% ($687.7K/$966.2M)

381430107

GSIE|381430107

Shares:19.2K

Value:$685.7K

% of Portfolio:0.1% ($685.7K/$966.2M)

James Hardie Industries plc

JHX|47030M106

Shares:174

Value:$679.3K

% of Portfolio:0.1% ($679.3K/$966.2M)

ANALOG DEVICES INC

ADI|032654105

Shares:3.3K

Value:$672.6K

% of Portfolio:0.1% ($672.6K/$966.2M)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

Shares:3.4K

Value:$669.1K

% of Portfolio:0.1% ($669.1K/$966.2M)

JOYY Inc.

JOYY|46591M109

Shares:44

Value:$668.7K

% of Portfolio:0.1% ($668.7K/$966.2M)

SERVICE CORP INTERNATIONAL

SCI|817565104

Shares:8.3K

Value:$668.4K

% of Portfolio:0.1% ($668.4K/$966.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	15.6K	QoQ -19.21% (-3.7K) YoY -27.28% (-5.8K)	All Managers (Combined)	$754.5K	0.1% ($754.5K/$966.2M)	QoQ -31.80% (-$351.9K) YoY -60.75% (-$1.2M)
DEXCOM INC(DXCMcusip252131107)	10.9K	QoQ +8.91% (-895) YoY +17.07% (-1.6K)	All Managers (Combined)	$746.3K	0.1% ($746.3K/$966.2M)	QoQ -4.35% (-$34.0K) YoY -42.35% (-$548.4K)
Phreesia, Inc.(PHRcusip71944F106)	29.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$741.5K	0.1% ($741.5K/$966.2M)	QoQ +1.58% (+$11.6K) YoY +6.81% (+$47.3K)
MANHATTAN ASSOCIATES INC(MANHcusip562750109)	4.1K	QoQ -14.33% (-688) YoY -37.77% (-2.5K)	All Managers (Combined)	$711.2K	0.1% ($711.2K/$966.2M)	QoQ -45.14% (-$585.4K) YoY -56.96% (-$941.6K)
ALLSTATE CORP(ALLcusip020002101)	3.4K	QoQ -20.68% (-893) YoY NEW(+3.4K)	All Managers (Combined)	$710.4K	0.1% ($710.4K/$966.2M)	QoQ -15.06% (-$126.0K) YoY NEW(+$710.4K)
Edwards Lifesciences Corp(EWcusip28176E108)	9.8K	QoQ +1.21% (-117) YoY NEW(+9.8K)	All Managers (Combined)	$709.2K	0.1% ($709.2K/$966.2M)	QoQ -0.90% (-$6.5K) YoY NEW(+$709.2K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	9.0K	QoQ +6.24% (+531) YoY +38.76% (+2.5K)	All Managers (Combined)	$707.5K	0.1% ($707.5K/$966.2M)	QoQ +12.37% (+$77.9K) YoY +50.16% (+$236.3K)
CITIGROUP INC(Ccusip172967424)	9.9K	QoQ +4.73% (+446) YoY +180.81% (+6.4K)	All Managers (Combined)	$700.3K	0.1% ($700.3K/$966.2M)	QoQ +5.62% (+$37.3K) YoY +215.22% (+$478.2K)
FAIR ISAAC CORP(FICOcusip303250104)	377	QoQ +2.16% (-8) YoY NEW(+377)	All Managers (Combined)	$695.2K	0.1% ($695.2K/$966.2M)	QoQ -5.36% (-$39.4K) YoY NEW(+$695.2K)
Shell plc(SHELcusip780259305)	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$690.5K	0.1% ($690.5K/$966.2M)	QoQ NEW(+$690.5K) YoY NEW(+$690.5K)
Palo Alto Networks Inc(PANWcusip697435105)	4.0K	QoQ +10.40% (+381) YoY +464.38% (+3.3K)	All Managers (Combined)	$689.6K	0.1% ($689.6K/$966.2M)	QoQ +3.54% (+$23.6K) YoY +238.95% (+$486.1K)
Targa Resources Corp.(TRGPcusip87612G101)	3.4K	QoQ -4.25% (-153) YoY NEW(+3.4K)	All Managers (Combined)	$689.5K	0.1% ($689.5K/$966.2M)	QoQ +7.54% (-$48.3K) YoY NEW(+$689.5K)
MARKEL GROUP INC.(MKLcusip570535104)	368	QoQ 0.00% (+0) YoY NEW(+368)	All Managers (Combined)	$688.0K	0.1% ($688.0K/$966.2M)	QoQ +8.30% (+$52.8K) YoY NEW(+$688.0K)
Eaton Corp plc(ETNcusipG29183103)	2.5K	QoQ +6.48% (-154) YoY +77.41% (+1.1K)	All Managers (Combined)	$687.7K	0.1% ($687.7K/$966.2M)	QoQ -12.78% (-$100.8K) YoY +53.78% (+$240.5K)
(GSIEcusip381430107)	19.2K	QoQ -2.19% (-430) YoY -19.78% (-4.7K)	All Managers (Combined)	$685.7K	0.1% ($685.7K/$966.2M)	QoQ +4.27% (-$28.1K) YoY -16.63% (-$136.8K)
James Hardie Industries plc(JHXcusip47030M106)	174	QoQ NEW(+174) YoY NEW(+174)	All Managers (Combined)	$679.3K	0.1% ($679.3K/$966.2M)	QoQ NEW(+$679.3K) YoY NEW(+$679.3K)
ANALOG DEVICES INC(ADIcusip032654105)	3.3K	QoQ +18.01% (+509) YoY +59.79% (+1.2K)	All Managers (Combined)	$672.6K	0.1% ($672.6K/$966.2M)	QoQ +12.01% (+$72.2K) YoY +62.93% (+$259.8K)
REINSURANCE GROUP OF AMERICA INC(RGAcusip759351604)	3.4K	QoQ -1.04% (-36) YoY -19.47% (-822)	All Managers (Combined)	$669.1K	0.1% ($669.1K/$966.2M)	QoQ -8.79% (-$64.5K) YoY -17.80% (-$144.9K)
JOYY Inc.(JOYYcusip46591M109)	44	QoQ NEW(+44) YoY NEW(+44)	All Managers (Combined)	$668.7K	0.1% ($668.7K/$966.2M)	QoQ NEW(+$668.7K) YoY NEW(+$668.7K)
SERVICE CORP INTERNATIONAL(SCIcusip817565104)	8.3K	QoQ -5.35% (-472) YoY -26.61% (-3.0K)	All Managers (Combined)	$668.4K	0.1% ($668.4K/$966.2M)	QoQ -4.90% (-$34.5K) YoY -20.68% (-$174.3K)