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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GENERAL ELECTRIC CO
Shares:11.3K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$966.2M)
W.W. GRAINGER, INC.
Shares:2.2K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$966.2M)
922908751
Shares:9.7K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$966.2M)
INTUITIVE SURGICAL INC
Shares:4.2K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$966.2M)
VERIZON COMMUNICATIONS INC
Shares:45.9K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$966.2M)
464287655
Shares:10.4K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$966.2M)
COPART INC
Shares:36.1K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$966.2M)
Xometry, Inc.
Shares:669
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$966.2M)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:8.0K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$966.2M)
CyberArk Software Ltd.
Shares:5.8K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$966.2M)
COMMVAULT SYSTEMS INC
Shares:12.0K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$966.2M)
APPFOLIO INC
Shares:10
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$966.2M)
PROGRESSIVE CORP/OH/
Shares:6.4K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$966.2M)
Walmart Inc.
Shares:20.0K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$966.2M)
SHERWIN WILLIAMS CO
Shares:5.0K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$966.2M)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:10.0K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$966.2M)
Cigna Group
Shares:5.3K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$966.2M)
ORACLE CORP
Shares:12.1K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$966.2M)
Merck & Co., Inc.
Shares:18.5K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$966.2M)
ALTRIA GROUP, INC.
Shares:27.7K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$966.2M)