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 9 of 22

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ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:10.5K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$966.2M)

921937835

BND|921937835

Shares:13.6K

Value:$999.1K

% of Portfolio:0.1% ($999.1K/$966.2M)

46137V241

Shares:15.0K

Value:$995.1K

% of Portfolio:0.1% ($995.1K/$966.2M)

922908736

VUG|922908736

Shares:2.7K

Value:$990.8K

% of Portfolio:0.1% ($990.8K/$966.2M)

Duke Energy CORP

DUK|26441C204

Shares:8.0K

Value:$979.4K

% of Portfolio:0.1% ($979.4K/$966.2M)

AUTOZONE INC

AZO|053332102

Shares:256

Value:$975.9K

% of Portfolio:0.1% ($975.9K/$966.2M)

464287598

IWD|464287598

Shares:5.2K

Value:$972.4K

% of Portfolio:0.1% ($972.4K/$966.2M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:5.1K

Value:$924.5K

% of Portfolio:0.1% ($924.5K/$966.2M)

Hims & Hers Health, Inc.

HIMS|433000106

Shares:31.2K

Value:$921.8K

% of Portfolio:0.1% ($921.8K/$966.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:6.0K

Value:$914.1K

% of Portfolio:0.1% ($914.1K/$966.2M)

DANAHER CORP /DE/

DHR|235851102

Shares:4.4K

Value:$904.7K

% of Portfolio:0.1% ($904.7K/$966.2M)

BIO-TECHNE Corp

TECH|09073M104

Shares:15.4K

Value:$900.2K

% of Portfolio:0.1% ($900.2K/$966.2M)

EQUINIX INC

EQIX|29444U700

Shares:1.1K

Value:$895.3K

% of Portfolio:0.1% ($895.3K/$966.2M)

KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

KTOS|50077B207

Shares:30.0K

Value:$891.9K

% of Portfolio:0.1% ($891.9K/$966.2M)

38149W101

Shares:21.6K

Value:$891.3K

% of Portfolio:0.1% ($891.3K/$966.2M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:4.9K

Value:$890.8K

% of Portfolio:0.1% ($890.8K/$966.2M)

PROVIDENT FINANCIAL SERVICES INC

PFS|74386T105

Shares:51.7K

Value:$887.1K

% of Portfolio:0.1% ($887.1K/$966.2M)

NEW JERSEY RESOURCES CORP

NJR|646025106

Shares:17.9K

Value:$885.4K

% of Portfolio:0.1% ($885.4K/$966.2M)

BECTON DICKINSON & CO

BDX|075887109

Shares:3.9K

Value:$883.4K

% of Portfolio:0.1% ($883.4K/$966.2M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:3.8K

Value:$880.7K

% of Portfolio:0.1% ($880.7K/$966.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	10.5K	QoQ +0.91% (+95) YoY NEW(+10.5K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$966.2M)	QoQ +5.10% (+$48.9K) YoY NEW(+$1.0M)
(BNDcusip921937835)	13.6K	QoQ 0.00% (+0) YoY +101.55% (+6.9K)	All Managers (Combined)	$999.1K	0.1% ($999.1K/$966.2M)	QoQ +2.14% (+$20.9K) YoY +103.83% (+$509.0K)
(cusip46137V241)✕	15.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$995.1K	0.1% ($995.1K/$966.2M)	QoQ -1.02% (-$10.3K) YoY +9.79% (+$88.8K)
(VUGcusip922908736)	2.7K	QoQ +7.43% (-185) YoY +7.43% (+185)	All Managers (Combined)	$990.8K	0.1% ($990.8K/$966.2M)	QoQ -2.93% (-$29.9K) YoY +15.74% (+$134.8K)
Duke Energy CORP(DUKcusip26441C204)	8.0K	QoQ +263.01% (+5.8K) YoY NEW(+8.0K)	All Managers (Combined)	$979.4K	0.1% ($979.4K/$966.2M)	QoQ +310.97% (+$741.1K) YoY NEW(+$979.4K)
AUTOZONE INC(AZOcusip053332102)	256	QoQ -9.21% (-26) YoY NEW(+256)	All Managers (Combined)	$975.9K	0.1% ($975.9K/$966.2M)	QoQ +8.09% (-$73.1K) YoY NEW(+$975.9K)
(IWDcusip464287598)	5.2K	QoQ +23.99% (+1.0K) YoY +21.65% (+920)	All Managers (Combined)	$972.4K	0.1% ($972.4K/$966.2M)	QoQ +26.02% (+$200.8K) YoY +27.80% (+$211.6K)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	5.1K	QoQ +0.33% (+17) YoY +3.41% (+167)	All Managers (Combined)	$924.5K	0.1% ($924.5K/$966.2M)	QoQ +4.51% (+$39.9K) YoY +8.69% (+$73.9K)
Hims & Hers Health, Inc.(HIMScusip433000106)	31.2K	QoQ -13.81% (-5.0K) YoY -13.81% (-5.0K)	All Managers (Combined)	$921.8K	0.1% ($921.8K/$966.2M)	QoQ +5.32% (-$46.6K) YoY +64.62% (-$361.9K)
QUALCOMM INC/DE(QCOMcusip747525103)	6.0K	QoQ +16.61% (+848) YoY +36.64% (+1.6K)	All Managers (Combined)	$914.1K	0.1% ($914.1K/$966.2M)	QoQ +16.61% (+$130.2K) YoY +23.98% (+$176.8K)
DANAHER CORP /DE/(DHRcusip235851102)	4.4K	QoQ -11.36% (-566) YoY +2.77% (-119)	All Managers (Combined)	$904.7K	0.1% ($904.7K/$966.2M)	QoQ -20.84% (-$238.3K) YoY -15.63% (-$167.6K)
BIO-TECHNE Corp(TECHcusip09073M104)	15.4K	QoQ +7.52% (-1.1K) YoY +18.18% (-2.4K)	All Managers (Combined)	$900.2K	0.1% ($900.2K/$966.2M)	QoQ -12.47% (-$128.3K) YoY -1.56% (-$14.3K)
EQUINIX INC(EQIXcusip29444U700)	1.1K	QoQ +0.27% (-3) YoY +8.49% (+86)	All Managers (Combined)	$895.3K	0.1% ($895.3K/$966.2M)	QoQ -13.28% (-$137.2K) YoY +7.18% (+$60.0K)
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.(KTOScusip50077B207)	30.0K	QoQ +9.36% (+2.6K) YoY +110.83% (+15.8K)	All Managers (Combined)	$891.9K	0.1% ($891.9K/$966.2M)	QoQ +23.08% (+$167.3K) YoY +240.57% (+$630.0K)
(cusip38149W101)✕	21.6K	QoQ -3.17% (-709) YoY -12.48% (-3.1K)	All Managers (Combined)	$891.3K	0.1% ($891.3K/$966.2M)	QoQ -1.46% (-$13.3K) YoY -12.33% (-$125.4K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	4.9K	QoQ -2.58% (-129) YoY NEW(+4.9K)	All Managers (Combined)	$890.8K	0.1% ($890.8K/$966.2M)	QoQ -19.10% (-$210.4K) YoY NEW(+$890.8K)
PROVIDENT FINANCIAL SERVICES INC(PFScusip74386T105)	51.7K	QoQ 0.00% (-0) YoY NEW(+51.7K)	All Managers (Combined)	$887.1K	0.1% ($887.1K/$966.2M)	QoQ -9.00% (-$87.8K) YoY NEW(+$887.1K)
NEW JERSEY RESOURCES CORP(NJRcusip646025106)	17.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$885.4K	0.1% ($885.4K/$966.2M)	QoQ +5.11% (+$43.1K) YoY +14.26% (+$110.5K)
BECTON DICKINSON & CO(BDXcusip075887109)	3.9K	QoQ +110.64% (+2.0K) YoY NEW(+3.9K)	All Managers (Combined)	$883.4K	0.1% ($883.4K/$966.2M)	QoQ +112.66% (+$468.0K) YoY NEW(+$883.4K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	3.8K	QoQ -0.86% (-33) YoY +6.20% (+222)	All Managers (Combined)	$880.7K	0.1% ($880.7K/$966.2M)	QoQ +9.22% (-$74.3K) YoY +6.17% (+$51.2K)