Legacy-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Legacy-Advisors
Data Enrichment
95% identified
409 identified23 unidentified

Holdings

432 positions • $966.2M total value
Manager:
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NUSCALE POWER Corp
Shares:13.1K
Value:$37.2K
% of Portfolio:0.0% ($37.2K/$966.2M)
Evolv Technologies Holdings, Inc.
Shares:10.7K
Value:$33.3K
% of Portfolio:0.0% ($33.3K/$966.2M)
nCino, Inc.
Shares:21.8K
Value:$12.6K
% of Portfolio:0.0% ($12.6K/$966.2M)
Nano Nuclear Energy Inc.
Shares:53.5K
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$966.2M)
45782C664
Shares:20.2K
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$966.2M)
WIPRO LTD
Shares:13.0K
Value:$309
% of Portfolio:0.0% ($309/$966.2M)
Nuveen AMT-Free Quality Municipal Income Fund
Shares:15.4K
Value:$161
% of Portfolio:0.0% ($161/$966.2M)
78468R663
Shares:11.2K
Value:$143
% of Portfolio:0.0% ($143/$966.2M)
ChargePoint Holdings, Inc.
Shares:24.0K
Value:$101
% of Portfolio:0.0% ($101/$966.2M)
FIGS, Inc.
Shares:10.0K
Value:$98
% of Portfolio:0.0% ($98/$966.2M)
Nine Energy Service, Inc.
Shares:33.2K
Value:$96
% of Portfolio:0.0% ($96/$966.2M)
45782C649
Shares:29.8K
Value:$0
% of Portfolio:0.0% ($0/$966.2M)