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 4 of 22

Sort by:

Walt Disney Co

DIS|254687106

Shares:32.8K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$966.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:10.5K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$966.2M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:93.9K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$966.2M)

NETFLIX INC

NFLX|64110L106

Shares:3.4K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$966.2M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:12.2K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$966.2M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:9.4K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$966.2M)

AMGEN INC

AMGN|031162100

Shares:8.8K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$966.2M)

FISERV INC

FI|337738108

Shares:12.5K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$966.2M)

COCA COLA CO

KO|191216100

Shares:37.6K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$966.2M)

KLA CORP

KLAC|482480100

Shares:3.9K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$966.2M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:10.6K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$966.2M)

ServiceNow, Inc.

NOW|81762P102

Shares:3.2K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$966.2M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:42.0K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$966.2M)

AT&T INC.

T|00206R102

Shares:88.3K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$966.2M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:59.5K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$966.2M)

922908637

VV|922908637

Shares:9.4K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$966.2M)

MOODYS CORP /DE/

MCO|615369105

Shares:5.1K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$966.2M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:13.1K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$966.2M)

81369Y308

Shares:28.5K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$966.2M)

CME GROUP INC.

CME|12572Q105

Shares:8.7K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$966.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walt Disney Co(DIScusip254687106)	32.8K	QoQ -0.86% (-286) YoY +13.66% (-3.9K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$966.2M)	QoQ -12.12% (-$446.2K) YoY -8.31% (-$293.0K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	10.5K	QoQ -5.66% (-629) YoY -1.12% (-119)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$966.2M)	QoQ -1.55% (-$50.8K) YoY +20.92% (-$556.9K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	93.9K	QoQ +0.89% (+834) YoY +1.87% (+1.7K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$966.2M)	QoQ +9.84% (+$287.3K) YoY +19.18% (+$516.2K)
NETFLIX INC(NFLXcusip64110L106)	3.4K	QoQ -8.44% (-310) YoY +21.03% (+584)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$966.2M)	QoQ -4.21% (-$137.7K) YoY +85.83% (+$1.4M)
WASTE MANAGEMENT INC(WMcusip94106L109)	12.2K	QoQ +2.31% (+275) YoY +17.54% (+1.8K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$966.2M)	QoQ +17.38% (+$416.8K) YoY +27.66% (+$609.8K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	9.4K	QoQ -15.72% (-1.7K) YoY +57.56% (+3.4K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$966.2M)	QoQ -8.93% (-$273.2K) YoY +98.60% (+$1.4M)
AMGEN INC(AMGNcusip031162100)	8.8K	QoQ +5.07% (+427) YoY -1.68% (-152)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$966.2M)	QoQ +25.60% (+$561.7K) YoY +7.72% (-$197.7K)
FISERV INC(FIcusip337738108)	12.5K	QoQ +16.97% (+1.8K) YoY +105.62% (+6.4K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$966.2M)	QoQ +25.74% (+$564.1K) YoY +184.12% (+$1.8M)
COCA COLA CO(KOcusip191216100)	37.6K	QoQ +39.78% (+10.7K) YoY +28.55% (+8.4K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$966.2M)	QoQ +61.80% (+$1.0M) YoY +50.24% (+$906.5K)
KLA CORP(KLACcusip482480100)	3.9K	QoQ +3.52% (+132) YoY +25.87% (+797)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$966.2M)	QoQ +11.67% (+$275.5K) YoY +22.46% (+$483.4K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	10.6K	QoQ +3.84% (+392) YoY +21.64% (+1.9K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$966.2M)	QoQ +11.32% (+$262.4K) YoY +43.92% (+$787.1K)
ServiceNow, Inc.(NOWcusip81762P102)	3.2K	QoQ +1.77% (-56) YoY -17.14% (-665)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$966.2M)	QoQ -23.56% (-$788.8K) YoY -13.48% (-$398.8K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	42.0K	QoQ +2.09% (+861) YoY +4.91% (+2.0K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$966.2M)	QoQ +12.73% (+$283.5K) YoY +60.88% (+$950.1K)
AT&T INC.(Tcusip00206R102)	88.3K	QoQ +2.25% (+1.9K) YoY +294.06% (+65.9K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$966.2M)	QoQ +27.00% (+$530.9K) YoY +533.19% (+$2.1M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	59.5K	QoQ +3.57% (-2.1K) YoY +27.76% (+12.9K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$966.2M)	QoQ -1.65% (-$41.8K) YoY +39.68% (+$705.2K)
(VVcusip922908637)	9.4K	QoQ 0.00% (-0) YoY +53.63% (+3.3K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$966.2M)	QoQ -4.69% (-$119.5K) YoY +64.69% (+$952.4K)
MOODYS CORP /DE/(MCOcusip615369105)	5.1K	QoQ +0.21% (-11) YoY +127.71% (+2.9K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$966.2M)	QoQ -1.41% (-$34.0K) YoY +169.83% (+$1.5M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	13.1K	QoQ -15.77% (-2.5K) YoY -5.14% (-711)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$966.2M)	QoQ -19.28% (-$562.4K) YoY -2.15% (-$51.9K)
(cusip81369Y308)✕	28.5K	QoQ +0.01% (+4) YoY +0.05% (+17)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$966.2M)	QoQ +3.90% (+$87.5K) YoY +7.01% (+$152.7K)
CME GROUP INC.(CMEcusip12572Q105)	8.7K	QoQ +14.78% (+1.1K) YoY +277.29% (+6.4K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$966.2M)	QoQ +27.93% (+$502.5K) YoY +364.94% (+$1.8M)