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

Page 13 of 22

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CONOCOPHILLIPS

COP|20825C104

Shares:5.5K

Value:$575.3K

% of Portfolio:0.1% ($575.3K/$966.2M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:400

Value:$573.0K

% of Portfolio:0.1% ($573.0K/$966.2M)

LiveRamp Holdings, Inc.

RAMP|53815P108

Shares:21.9K

Value:$571.9K

% of Portfolio:0.1% ($571.9K/$966.2M)

NEOGEN CORP

NEOG|640491106

Shares:65.3K

Value:$566.5K

% of Portfolio:0.1% ($566.5K/$966.2M)

S&P Global Inc.

SPGI|78409V104

Shares:1.1K

Value:$555.4K

% of Portfolio:0.1% ($555.4K/$966.2M)

Corteva, Inc.

CTVA|22052L104

Shares:8.7K

Value:$547.3K

% of Portfolio:0.1% ($547.3K/$966.2M)

CIMPRESS plc

CMPR|G2143T103

Shares:11.9K

Value:$538.4K

% of Portfolio:0.1% ($538.4K/$966.2M)

464288414

MUB|464288414

Shares:5.1K

Value:$538.2K

% of Portfolio:0.1% ($538.2K/$966.2M)

S&T BANCORP INC

STBA|783859101

Shares:14.5K

Value:$537.3K

% of Portfolio:0.1% ($537.3K/$966.2M)

GENTEX CORP

GNTX|371901109

Shares:23.0K

Value:$535.9K

% of Portfolio:0.1% ($535.9K/$966.2M)

464286608

Shares:10.0K

Value:$532.3K

% of Portfolio:0.1% ($532.3K/$966.2M)

Zscaler, Inc.

ZS|98980G102

Shares:2.6K

Value:$524.2K

% of Portfolio:0.1% ($524.2K/$966.2M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:6.0K

Value:$522.0K

% of Portfolio:0.1% ($522.0K/$966.2M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:5.3K

Value:$519.9K

% of Portfolio:0.1% ($519.9K/$966.2M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.5K

Value:$518.3K

% of Portfolio:0.1% ($518.3K/$966.2M)

KB Financial Group Inc.

KB|48241A105

Shares:283

Value:$516.8K

% of Portfolio:0.1% ($516.8K/$966.2M)

CVS HEALTH Corp

CVS|126650100

Shares:7.6K

Value:$515.4K

% of Portfolio:0.1% ($515.4K/$966.2M)

STATE STREET CORP

STT|857477103

Shares:5.8K

Value:$515.3K

% of Portfolio:0.1% ($515.3K/$966.2M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:3.0K

Value:$510.1K

% of Portfolio:0.1% ($510.1K/$966.2M)

381430479

Shares:11.1K

Value:$506.9K

% of Portfolio:0.1% ($506.9K/$966.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CONOCOPHILLIPS(COPcusip20825C104)	5.5K	QoQ +0.20% (+11) YoY +106.17% (+2.8K)	All Managers (Combined)	$575.3K	0.1% ($575.3K/$966.2M)	QoQ +6.10% (+$33.1K) YoY +70.10% (+$237.1K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	400	QoQ -6.97% (-30) YoY NEW(+400)	All Managers (Combined)	$573.0K	0.1% ($573.0K/$966.2M)	QoQ +12.38% (-$63.1K) YoY NEW(+$573.0K)
LiveRamp Holdings, Inc.(RAMPcusip53815P108)	21.9K	QoQ +52.95% (+7.6K) YoY NEW(+21.9K)	All Managers (Combined)	$571.9K	0.1% ($571.9K/$966.2M)	QoQ +31.64% (+$137.5K) YoY NEW(+$571.9K)
NEOGEN CORP(NEOGcusip640491106)	65.3K	QoQ +10.23% (-6.1K) YoY +137.90% (+37.9K)	All Managers (Combined)	$566.5K	0.1% ($566.5K/$966.2M)	QoQ -21.27% (-$153.1K) YoY +30.71% (+$133.1K)
S&P Global Inc.(SPGIcusip78409V104)	1.1K	QoQ +32.96% (+271) YoY +77.43% (+477)	All Managers (Combined)	$555.4K	0.1% ($555.4K/$966.2M)	QoQ +35.65% (+$146.0K) YoY +111.90% (+$293.3K)
Corteva, Inc.(CTVAcusip22052L104)	8.7K	QoQ +2.20% (+188) YoY +3.20% (+270)	All Managers (Combined)	$547.3K	0.1% ($547.3K/$966.2M)	QoQ +12.92% (+$62.6K) YoY +12.62% (+$61.3K)
CIMPRESS plc(CMPRcusipG2143T103)	11.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$538.4K	0.1% ($538.4K/$966.2M)	QoQ -36.93% (-$315.3K) YoY -48.89% (-$515.2K)
(MUBcusip464288414)	5.1K	QoQ +158.21% (+3.1K) YoY +124.19% (+2.8K)	All Managers (Combined)	$538.2K	0.1% ($538.2K/$966.2M)	QoQ +155.46% (+$327.5K) YoY +119.68% (+$293.2K)
S&T BANCORP INC(STBAcusip783859101)	14.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$537.3K	0.1% ($537.3K/$966.2M)	QoQ -3.06% (-$17.0K) YoY +15.49% (+$72.1K)
GENTEX CORP(GNTXcusip371901109)	23.0K	QoQ -1.14% (-267) YoY -2.11% (-498)	All Managers (Combined)	$535.9K	0.1% ($535.9K/$966.2M)	QoQ -19.83% (-$132.6K) YoY -36.86% (-$312.8K)
(cusip464286608)✕	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$532.3K	0.1% ($532.3K/$966.2M)	QoQ +12.81% (+$60.5K) YoY +4.28% (+$21.9K)
Zscaler, Inc.(ZScusip98980G102)	2.6K	QoQ +0.72% (+19) YoY +0.87% (+23)	All Managers (Combined)	$524.2K	0.1% ($524.2K/$966.2M)	QoQ +10.77% (+$51.0K) YoY +3.91% (+$19.7K)
MICRON TECHNOLOGY INC(MUcusip595112103)	6.0K	QoQ +4.43% (+255) YoY -32.47% (-2.9K)	All Managers (Combined)	$522.0K	0.1% ($522.0K/$966.2M)	QoQ +7.82% (+$37.9K) YoY -50.20% (-$526.4K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	5.3K	QoQ -7.66% (-441) YoY -25.17% (-1.8K)	All Managers (Combined)	$519.9K	0.1% ($519.9K/$966.2M)	QoQ -19.32% (-$124.5K) YoY -45.28% (-$430.2K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.5K	QoQ +57.55% (+537) YoY NEW(+1.5K)	All Managers (Combined)	$518.3K	0.1% ($518.3K/$966.2M)	QoQ +62.35% (+$199.1K) YoY NEW(+$518.3K)
KB Financial Group Inc.(KBcusip48241A105)	283	QoQ NEW(+283) YoY NEW(+283)	All Managers (Combined)	$516.8K	0.1% ($516.8K/$966.2M)	QoQ NEW(+$516.8K) YoY NEW(+$516.8K)
CVS HEALTH Corp(CVScusip126650100)	7.6K	QoQ +17.33% (+1.1K) YoY -63.03% (-13.0K)	All Managers (Combined)	$515.4K	0.1% ($515.4K/$966.2M)	QoQ +77.08% (+$224.4K) YoY -68.60% (-$1.1M)
STATE STREET CORP(STTcusip857477103)	5.8K	QoQ -4.90% (-297) YoY -51.37% (-6.1K)	All Managers (Combined)	$515.3K	0.1% ($515.3K/$966.2M)	QoQ -13.25% (-$78.8K) YoY -44.19% (-$408.1K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$510.1K	0.1% ($510.1K/$966.2M)	QoQ NEW(+$510.1K) YoY NEW(+$510.1K)
(cusip381430479)✕	11.1K	QoQ +8.92% (+908) YoY +52.77% (+3.8K)	All Managers (Combined)	$506.9K	0.1% ($506.9K/$966.2M)	QoQ +10.13% (+$46.7K) YoY +52.68% (+$174.9K)