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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CACI INTERNATIONAL INC /DE/

CACI|127190304

Shares:1

Value:$302.4K

% of Portfolio:0.0% ($302.4K/$966.2M)

CENTERPOINT ENERGY INC

CNP|15189T107

Shares:8.3K

Value:$301.7K

% of Portfolio:0.0% ($301.7K/$966.2M)

LENNAR CORP /NEW/

LEN|526057104

Shares:2.6K

Value:$301.6K

% of Portfolio:0.0% ($301.6K/$966.2M)

NASDAQ, INC.

NDAQ|631103108

Shares:4.0K

Value:$300.9K

% of Portfolio:0.0% ($300.9K/$966.2M)

464287549

Shares:3.3K

Value:$299.2K

% of Portfolio:0.0% ($299.2K/$966.2M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:4.0K

Value:$298.2K

% of Portfolio:0.0% ($298.2K/$966.2M)

Motorola Solutions, Inc.

MSI|620076307

Shares:678

Value:$297.8K

% of Portfolio:0.0% ($297.8K/$966.2M)

PAYCHEX INC

PAYX|704326107

Shares:1.9K

Value:$295.4K

% of Portfolio:0.0% ($295.4K/$966.2M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.6K

Value:$294.8K

% of Portfolio:0.0% ($294.8K/$966.2M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:4.5K

Value:$292.7K

% of Portfolio:0.0% ($292.7K/$966.2M)

AFLAC INC

AFL|001055102

Shares:2.6K

Value:$291.9K

% of Portfolio:0.0% ($291.9K/$966.2M)

464287838

Shares:2.2K

Value:$290.6K

% of Portfolio:0.0% ($290.6K/$966.2M)

V F CORP

VFC|918204108

Shares:18.7K

Value:$289.9K

% of Portfolio:0.0% ($289.9K/$966.2M)

INTEL CORP

INTC|458140100

Shares:12.7K

Value:$288.2K

% of Portfolio:0.0% ($288.2K/$966.2M)

AMETEK INC/

AME|031100100

Shares:1.7K

Value:$287.3K

% of Portfolio:0.0% ($287.3K/$966.2M)

Bilibili Inc.

BILI|090040106

Shares:173

Value:$287.2K

% of Portfolio:0.0% ($287.2K/$966.2M)

WELLTOWER INC.

WELL|95040Q104

Shares:1.8K

Value:$282.5K

% of Portfolio:0.0% ($282.5K/$966.2M)

Qifu Technology, Inc.

QFIN|88557W101

Shares:143

Value:$281.8K

% of Portfolio:0.0% ($281.8K/$966.2M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:4.4K

Value:$281.6K

% of Portfolio:0.0% ($281.6K/$966.2M)

Grifols SA

GRFS|398438408

Shares:134

Value:$280.6K

% of Portfolio:0.0% ($280.6K/$966.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CACI INTERNATIONAL INC /DE/(CACIcusip127190304)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$302.4K	0.0% ($302.4K/$966.2M)	QoQ NEW(+$302.4K) YoY NEW(+$302.4K)
CENTERPOINT ENERGY INC(CNPcusip15189T107)	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$301.7K	0.0% ($301.7K/$966.2M)	QoQ NEW(+$301.7K) YoY NEW(+$301.7K)
LENNAR CORP /NEW/(LENcusip526057104)	2.6K	QoQ +4.78% (-120) YoY NEW(+2.6K)	All Managers (Combined)	$301.6K	0.0% ($301.6K/$966.2M)	QoQ -11.80% (-$40.4K) YoY NEW(+$301.6K)
NASDAQ, INC.(NDAQcusip631103108)	4.0K	QoQ -7.65% (-329) YoY -13.62% (-626)	All Managers (Combined)	$300.9K	0.0% ($300.9K/$966.2M)	QoQ -9.39% (-$31.2K) YoY +3.83% (-$11.1K)
(cusip464287549)✕	3.3K	QoQ 0.00% (-0) YoY NEW(+3.3K)	All Managers (Combined)	$299.2K	0.0% ($299.2K/$966.2M)	QoQ -11.18% (-$37.7K) YoY NEW(+$299.2K)
DuPont de Nemours, Inc.(DDcusip26614N102)	4.0K	QoQ -0.47% (-19) YoY +20.48% (+679)	All Managers (Combined)	$298.2K	0.0% ($298.2K/$966.2M)	QoQ -2.51% (-$7.7K) YoY +17.35% (+$44.1K)
Motorola Solutions, Inc.(MSIcusip620076307)	678	QoQ +20.42% (+115) YoY NEW(+678)	All Managers (Combined)	$297.8K	0.0% ($297.8K/$966.2M)	QoQ +14.16% (+$36.9K) YoY NEW(+$297.8K)
PAYCHEX INC(PAYXcusip704326107)	1.9K	QoQ +14.26% (+239) YoY NEW(+1.9K)	All Managers (Combined)	$295.4K	0.0% ($295.4K/$966.2M)	QoQ +25.71% (+$60.4K) YoY NEW(+$295.4K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.6K	QoQ +40.15% (+471) YoY NEW(+1.6K)	All Managers (Combined)	$294.8K	0.0% ($294.8K/$966.2M)	QoQ +40.92% (+$85.6K) YoY NEW(+$294.8K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	4.5K	QoQ +1.17% (-52) YoY NEW(+4.5K)	All Managers (Combined)	$292.7K	0.0% ($292.7K/$966.2M)	QoQ -22.65% (-$85.7K) YoY NEW(+$292.7K)
AFLAC INC(AFLcusip001055102)	2.6K	QoQ +6.44% (+159) YoY -16.56% (-521)	All Managers (Combined)	$291.9K	0.0% ($291.9K/$966.2M)	QoQ +14.42% (+$36.8K) YoY +8.05% (-$21.8K)
(cusip464287838)✕	2.2K	QoQ +0.37% (+8) YoY +1.60% (-34)	All Managers (Combined)	$290.6K	0.0% ($290.6K/$966.2M)	QoQ +4.11% (+$11.5K) YoY -7.31% (-$22.9K)
V F CORP(VFCcusip918204108)	18.7K	QoQ -0.05% (-10) YoY -3.16% (-610)	All Managers (Combined)	$289.9K	0.0% ($289.9K/$966.2M)	QoQ -27.71% (-$111.2K) YoY -2.02% (-$6.0K)
INTEL CORP(INTCcusip458140100)	12.7K	QoQ +24.52% (+2.5K) YoY -70.90% (-30.9K)	All Managers (Combined)	$288.2K	0.0% ($288.2K/$966.2M)	QoQ +41.05% (+$83.9K) YoY -85.04% (-$1.6M)
AMETEK INC/(AMEcusip031100100)	1.7K	QoQ +4.77% (+76) YoY +12.01% (+179)	All Managers (Combined)	$287.3K	0.0% ($287.3K/$966.2M)	QoQ +0.05% (+$148) YoY +5.42% (+$14.8K)
Bilibili Inc.(BILIcusip090040106)	173	QoQ NEW(+173) YoY NEW(+173)	All Managers (Combined)	$287.2K	0.0% ($287.2K/$966.2M)	QoQ NEW(+$287.2K) YoY NEW(+$287.2K)
WELLTOWER INC.(WELLcusip95040Q104)	1.8K	QoQ +7.83% (+134) YoY NEW(+1.8K)	All Managers (Combined)	$282.5K	0.0% ($282.5K/$966.2M)	QoQ +31.09% (+$67.0K) YoY NEW(+$282.5K)
Qifu Technology, Inc.(QFINcusip88557W101)	143	QoQ NEW(+143) YoY NEW(+143)	All Managers (Combined)	$281.8K	0.0% ($281.8K/$966.2M)	QoQ NEW(+$281.8K) YoY NEW(+$281.8K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	4.4K	QoQ +3.85% (-165) YoY NEW(+4.4K)	All Managers (Combined)	$281.6K	0.0% ($281.6K/$966.2M)	QoQ -3.53% (-$10.3K) YoY NEW(+$281.6K)
Grifols SA(GRFScusip398438408)	134	QoQ NEW(+134) YoY NEW(+134)	All Managers (Combined)	$280.6K	0.0% ($280.6K/$966.2M)	QoQ NEW(+$280.6K) YoY NEW(+$280.6K)