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 19 of 22

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Ferguson Enterprises Inc. /DE/

FERG|31488V107

Shares:1.6K

Value:$256.4K

% of Portfolio:0.0% ($256.4K/$966.2M)

COGNEX CORP

CGNX|192422103

Shares:8.6K

Value:$256.3K

% of Portfolio:0.0% ($256.3K/$966.2M)

MPLX LP

MPLX|55336V100

Shares:4.8K

Value:$255.6K

% of Portfolio:0.0% ($255.6K/$966.2M)

Aon plc

AON|G0403H108

Shares:634

Value:$253.0K

% of Portfolio:0.0% ($253.0K/$966.2M)

381430529

Shares:7.8K

Value:$249.9K

% of Portfolio:0.0% ($249.9K/$966.2M)

BLACKBAUD INC

BLKB|09227Q100

Shares:4.0K

Value:$249.3K

% of Portfolio:0.0% ($249.3K/$966.2M)

DOW INC.

DOW|260557103

Shares:7.1K

Value:$247.7K

% of Portfolio:0.0% ($247.7K/$966.2M)

NUCOR CORP

NUE|670346105

Shares:2.1K

Value:$247.1K

% of Portfolio:0.0% ($247.1K/$966.2M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:987

Value:$246.3K

% of Portfolio:0.0% ($246.3K/$966.2M)

TransDigm Group INC

TDG|893641100

Shares:177

Value:$244.8K

% of Portfolio:0.0% ($244.8K/$966.2M)

464287341

Shares:5.7K

Value:$240.5K

% of Portfolio:0.0% ($240.5K/$966.2M)

92204A405

VFH|92204A405

Shares:2.0K

Value:$239.5K

% of Portfolio:0.0% ($239.5K/$966.2M)

37954Y871

Shares:10.4K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$966.2M)

MCKESSON CORP

MCK|58155Q103

Shares:354

Value:$238.5K

% of Portfolio:0.0% ($238.5K/$966.2M)

AVNET INC

AVT|053807103

Shares:536

Value:$236.6K

% of Portfolio:0.0% ($236.6K/$966.2M)

Arista Networks, Inc.

ANET|040413205

Shares:4.3K

Value:$236.5K

% of Portfolio:0.0% ($236.5K/$966.2M)

ING GROEP NV

ING|456837103

Shares:1.4K

Value:$236.1K

% of Portfolio:0.0% ($236.1K/$966.2M)

Airbnb, Inc.

ABNB|009066101

Shares:2.0K

Value:$235.9K

% of Portfolio:0.0% ($235.9K/$966.2M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:1.8K

Value:$234.0K

% of Portfolio:0.0% ($234.0K/$966.2M)

Marqeta, Inc.

MQ|57142B104

Shares:48

Value:$233.7K

% of Portfolio:0.0% ($233.7K/$966.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Ferguson Enterprises Inc. /DE/(FERGcusip31488V107)	1.6K	QoQ +1.32% (-21) YoY NEW(+1.6K)	All Managers (Combined)	$256.4K	0.0% ($256.4K/$966.2M)	QoQ -6.45% (-$17.7K) YoY NEW(+$256.4K)
COGNEX CORP(CGNXcusip192422103)	8.6K	QoQ -34.14% (-4.5K) YoY -43.76% (-6.7K)	All Managers (Combined)	$256.3K	0.0% ($256.3K/$966.2M)	QoQ -45.21% (-$211.6K) YoY -60.45% (-$391.9K)
MPLX LP(MPLXcusip55336V100)	4.8K	QoQ -19.13% (-1.1K) YoY -19.13% (-1.1K)	All Managers (Combined)	$255.6K	0.0% ($255.6K/$966.2M)	QoQ -9.57% (-$27.1K) YoY +4.13% (-$10.1K)
Aon plc(AONcusipG0403H108)	634	QoQ +8.00% (+47) YoY NEW(+634)	All Managers (Combined)	$253.0K	0.0% ($253.0K/$966.2M)	QoQ +20.01% (+$42.2K) YoY NEW(+$253.0K)
(cusip381430529)✕	7.8K	QoQ -1.81% (-145) YoY NEW(+7.8K)	All Managers (Combined)	$249.9K	0.0% ($249.9K/$966.2M)	QoQ -68.73% (-$549.5K) YoY NEW(+$249.9K)
BLACKBAUD INC(BLKBcusip09227Q100)	4.0K	QoQ -42.37% (-3.0K) YoY -50.45% (-4.1K)	All Managers (Combined)	$249.3K	0.0% ($249.3K/$966.2M)	QoQ -51.63% (-$266.1K) YoY -58.53% (-$351.9K)
DOW INC.(DOWcusip260557103)	7.1K	QoQ +15.35% (+944) YoY +90.62% (+3.4K)	All Managers (Combined)	$247.7K	0.0% ($247.7K/$966.2M)	QoQ +0.37% (+$927) YoY +14.91% (+$32.1K)
NUCOR CORP(NUEcusip670346105)	2.1K	QoQ +18.60% (+322) YoY NEW(+2.1K)	All Managers (Combined)	$247.1K	0.0% ($247.1K/$966.2M)	QoQ +22.29% (+$45.0K) YoY NEW(+$247.1K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	987	QoQ +13.97% (+121) YoY NEW(+987)	All Managers (Combined)	$246.3K	0.0% ($246.3K/$966.2M)	QoQ +11.49% (+$25.4K) YoY NEW(+$246.3K)
TransDigm Group INC(TDGcusip893641100)	177	QoQ -14.90% (-31) YoY -12.37% (-25)	All Managers (Combined)	$244.8K	0.0% ($244.8K/$966.2M)	QoQ -7.11% (-$18.8K) YoY -1.58% (-$3.9K)
(cusip464287341)✕	5.7K	QoQ -9.99% (-635) YoY -30.69% (-2.5K)	All Managers (Combined)	$240.5K	0.0% ($240.5K/$966.2M)	QoQ -0.82% (-$2.0K) YoY -32.11% (-$113.8K)
(VFHcusip92204A405)	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$239.5K	0.0% ($239.5K/$966.2M)	QoQ +1.18% (+$2.8K) YoY NEW(+$239.5K)
(cusip37954Y871)✕	10.4K	QoQ 0.00% (-0) YoY -47.56% (-9.5K)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$966.2M)	QoQ -16.71% (-$48.0K) YoY -58.31% (-$334.7K)
MCKESSON CORP(MCKcusip58155Q103)	354	QoQ NEW(+354) YoY NEW(+354)	All Managers (Combined)	$238.5K	0.0% ($238.5K/$966.2M)	QoQ NEW(+$238.5K) YoY NEW(+$238.5K)
AVNET INC(AVTcusip053807103)	536	QoQ NEW(+536) YoY NEW(+536)	All Managers (Combined)	$236.6K	0.0% ($236.6K/$966.2M)	QoQ NEW(+$236.6K) YoY NEW(+$236.6K)
Arista Networks, Inc.(ANETcusip040413205)	4.3K	QoQ +5.11% (-207) YoY NEW(+4.3K)	All Managers (Combined)	$236.5K	0.0% ($236.5K/$966.2M)	QoQ -47.14% (-$210.9K) YoY NEW(+$236.5K)
ING GROEP NV(INGcusip456837103)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$236.1K	0.0% ($236.1K/$966.2M)	QoQ NEW(+$236.1K) YoY NEW(+$236.1K)
Airbnb, Inc.(ABNBcusip009066101)	2.0K	QoQ +21.61% (+351) YoY +29.93% (-455)	All Managers (Combined)	$235.9K	0.0% ($235.9K/$966.2M)	QoQ +10.55% (+$22.5K) YoY -5.90% (-$14.8K)
CBRE GROUP, INC.(CBREcusip12504L109)	1.8K	QoQ +6.42% (+108) YoY NEW(+1.8K)	All Managers (Combined)	$234.0K	0.0% ($234.0K/$966.2M)	QoQ +6.01% (+$13.3K) YoY NEW(+$234.0K)
Marqeta, Inc.(MQcusip57142B104)	48	QoQ NEW(+48) YoY NEW(+48)	All Managers (Combined)	$233.7K	0.0% ($233.7K/$966.2M)	QoQ NEW(+$233.7K) YoY NEW(+$233.7K)