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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REPUBLIC SERVICES, INC.

RSG|760759100

Shares:870

Value:$210.7K

% of Portfolio:0.0% ($210.7K/$966.2M)

CINTAS CORP

CTAS|172908105

Shares:1.0K

Value:$210.7K

% of Portfolio:0.0% ($210.7K/$966.2M)

Tesla, Inc.

TSLA|88160R101

Shares:800

Value:$207.3K

% of Portfolio:0.0% ($207.3K/$966.2M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:5.0K

Value:$207.2K

% of Portfolio:0.0% ($207.2K/$966.2M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:401

Value:$205.3K

% of Portfolio:0.0% ($205.3K/$966.2M)

CREDICORP LTD

BAP|G2519Y108

Shares:79

Value:$205.2K

% of Portfolio:0.0% ($205.2K/$966.2M)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:412

Value:$205.1K

% of Portfolio:0.0% ($205.1K/$966.2M)

DESCARTES SYSTEMS GROUP INC

DSGX|249906108

Shares:88

Value:$204.6K

% of Portfolio:0.0% ($204.6K/$966.2M)

464287291

Shares:2.7K

Value:$204.5K

% of Portfolio:0.0% ($204.5K/$966.2M)

92206C847

VGLT|92206C847

Shares:3.5K

Value:$203.1K

% of Portfolio:0.0% ($203.1K/$966.2M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:18.3K

Value:$196.7K

% of Portfolio:0.0% ($196.7K/$966.2M)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:17.7K

Value:$165.5K

% of Portfolio:0.0% ($165.5K/$966.2M)

AES CORP

AES|00130H105

Shares:13.1K

Value:$162.2K

% of Portfolio:0.0% ($162.2K/$966.2M)

Gitlab Inc.

GTLB|37637K108

Shares:11.8K

Value:$133.7K

% of Portfolio:0.0% ($133.7K/$966.2M)

VARONIS SYSTEMS INC

VRNS|922280102

Shares:21.1K

Value:$125.5K

% of Portfolio:0.0% ($125.5K/$966.2M)

25434V708

DFAC|25434V708

Shares:238.4K

Value:$105.8K

% of Portfolio:0.0% ($105.8K/$966.2M)

NET Power Inc.

NPWR|64107A105

Shares:16.4K

Value:$96.2K

% of Portfolio:0.0% ($96.2K/$966.2M)

Origin Agritech LTD

SEED|G67828205

Shares:41.5K

Value:$81.0K

% of Portfolio:0.0% ($81.0K/$966.2M)

PIONEER POWER SOLUTIONS, INC.

PPSI|723836300

Shares:16.0K

Value:$50.8K

% of Portfolio:0.0% ($50.8K/$966.2M)

Sangoma Technologies Corp

SANG|80100R408

Shares:10.0K

Value:$45.1K

% of Portfolio:0.0% ($45.1K/$966.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
REPUBLIC SERVICES, INC.(RSGcusip760759100)	870	QoQ NEW(+870) YoY NEW(+870)	All Managers (Combined)	$210.7K	0.0% ($210.7K/$966.2M)	QoQ NEW(+$210.7K) YoY NEW(+$210.7K)
CINTAS CORP(CTAScusip172908105)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$210.7K	0.0% ($210.7K/$966.2M)	QoQ NEW(+$210.7K) YoY NEW(+$210.7K)
Tesla, Inc.(TSLAcusip88160R101)	800	QoQ +13233.33% (+794) YoY -93.52% (-11.6K)	All Managers (Combined)	$207.3K	0.0% ($207.3K/$966.2M)	QoQ +24.99% (+$41.5K) YoY -90.45% (-$2.0M)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	5.0K	QoQ NEW(+5.0K) YoY -93.95% (-78.2K)	All Managers (Combined)	$207.2K	0.0% ($207.2K/$966.2M)	QoQ NEW(+$207.2K) YoY -93.61% (-$3.0M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	401	QoQ NEW(+401) YoY NEW(+401)	All Managers (Combined)	$205.3K	0.0% ($205.3K/$966.2M)	QoQ NEW(+$205.3K) YoY NEW(+$205.3K)
CREDICORP LTD(BAPcusipG2519Y108)	79	QoQ NEW(+79) YoY NEW(+79)	All Managers (Combined)	$205.2K	0.0% ($205.2K/$966.2M)	QoQ NEW(+$205.2K) YoY NEW(+$205.2K)
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	412	QoQ NEW(+412) YoY NEW(+412)	All Managers (Combined)	$205.1K	0.0% ($205.1K/$966.2M)	QoQ NEW(+$205.1K) YoY NEW(+$205.1K)
DESCARTES SYSTEMS GROUP INC(DSGXcusip249906108)	88	QoQ NEW(+88) YoY NEW(+88)	All Managers (Combined)	$204.6K	0.0% ($204.6K/$966.2M)	QoQ NEW(+$204.6K) YoY NEW(+$204.6K)
(cusip464287291)✕	2.7K	QoQ 0.00% (-0) YoY NEW(+2.7K)	All Managers (Combined)	$204.5K	0.0% ($204.5K/$966.2M)	QoQ -10.63% (-$24.3K) YoY NEW(+$204.5K)
(VGLTcusip92206C847)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$203.1K	0.0% ($203.1K/$966.2M)	QoQ NEW(+$203.1K) YoY NEW(+$203.1K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	18.3K	QoQ +0.78% (+142) YoY NEW(+18.3K)	All Managers (Combined)	$196.7K	0.0% ($196.7K/$966.2M)	QoQ +2.30% (+$4.4K) YoY NEW(+$196.7K)
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	17.7K	QoQ +0.66% (+117) YoY NEW(+17.7K)	All Managers (Combined)	$165.5K	0.0% ($165.5K/$966.2M)	QoQ +11.10% (+$16.5K) YoY NEW(+$165.5K)
AES CORP(AEScusip00130H105)	13.1K	QoQ NEW(+13.1K) YoY NEW(+13.1K)	All Managers (Combined)	$162.2K	0.0% ($162.2K/$966.2M)	QoQ NEW(+$162.2K) YoY NEW(+$162.2K)
Gitlab Inc.(GTLBcusip37637K108)	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$133.7K	0.0% ($133.7K/$966.2M)	QoQ NEW(+$133.7K) YoY NEW(+$133.7K)
VARONIS SYSTEMS INC(VRNScusip922280102)	21.1K	QoQ +164.45% (-13.1K) YoY NEW(+21.1K)	All Managers (Combined)	$125.5K	0.0% ($125.5K/$966.2M)	QoQ -64.58% (-$228.9K) YoY NEW(+$125.5K)
(DFACcusip25434V708)	238.4K	QoQ 0.00% (-0) YoY NEW(+238.4K)	All Managers (Combined)	$105.8K	0.0% ($105.8K/$966.2M)	QoQ -98.71% (-$8.1M) YoY NEW(+$105.8K)
NET Power Inc.(NPWRcusip64107A105)	16.4K	QoQ NEW(+16.4K) YoY NEW(+16.4K)	All Managers (Combined)	$96.2K	0.0% ($96.2K/$966.2M)	QoQ NEW(+$96.2K) YoY NEW(+$96.2K)
Origin Agritech LTD(SEEDcusipG67828205)	41.5K	QoQ 0.00% (-0) YoY NEW(+41.5K)	All Managers (Combined)	$81.0K	0.0% ($81.0K/$966.2M)	QoQ -7.11% (-$6.2K) YoY NEW(+$81.0K)
PIONEER POWER SOLUTIONS, INC.(PPSIcusip723836300)	16.0K	QoQ NEW(+16.0K) YoY NEW(+16.0K)	All Managers (Combined)	$50.8K	0.0% ($50.8K/$966.2M)	QoQ NEW(+$50.8K) YoY NEW(+$50.8K)
Sangoma Technologies Corp(SANGcusip80100R408)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$45.1K	0.0% ($45.1K/$966.2M)	QoQ -35.15% (-$24.4K) YoY -6.83% (-$3.3K)