Legacy-Investment-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NVMI",
  null,
  null,
  "ARES",
  "FPI",
  "HOOD",
  "ARQT",
  "INVA",
  "FLEX",
  "TEM",
  "MPWR",
  "MGY",
  "PCOR",
  "GLOB",
  "NEO",
  "GDX",
  "TROW",
  "FTAI",
  "AES",
  "AR",
  "AAL",
  "BROS",
  "H",
  "DTST",
  "RF",
  "PPLT",
  "SMCI",
  "BCE",
  "NSIT",
  "ARM",
  "SNOW",
  "MU",
  "JXN",
  "STR",
  "MHO",
  "PRDO",
  null,
  "ACN",
  null,
  null,
  "KBH",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MATX",
  "TGTX",
  "NMIH",
  "VONG",
  null,
  null,
  "GOOGL",
  null,
  "ASIX",
  "AXP",
  "GDXJ",
  "ASAN",
  "AMBC",
  "ARHS",
  null,
  "ASML",
  "T",
  "BLK",
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  "CAT",
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  "FLGT",
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  null,
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  null,
  null,
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  "CMI",
  null,
  "ZD",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  "TITN",
  "EXPD",
  null,
  null,
  null,
  "SN",
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  "LOGI",
  null,
  null,
  "GCT",
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  "ECC",
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  "GILD",
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  "CLBT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  "HWM",
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  "IDA",
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  null,
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  "KALA",
  null,
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  null,
  null,
  null,
  null,
  "LTBR",
  null,
  null,
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  null,
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  null,
  null,
  null,
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  "PRPL",
  null,
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  null,
  "DTC",
  "SLDP",
  "SEDG",
  null,
  null,
  "ODP",
  "COOK",
  null,
  null,
  "IQV",
  null,
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  null,
  "NEOV",
  null,
  null,
  "KMI",
  null,
  null,
  "LRCX",
  "LAZ",
  "IWS",
  "LIN",
  null,
  null,
  "BENF",
  "ICMB",
  "PFX",
  "TNFA",
  "SYM",
  "MMC",
  null,
  null,
  "PWR",
  "MRVL",
  "SILA",
  "MA",
  null,
  null,
  "MDT",
  null,
  "ALE",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DUOL",
  "ENPH",
  "EQT",
  null,
  "FTV",
  null,
  "GE",
  "NI",
  "HEI",
  "INCY",
  "HIG",
  "NVS",
  "FMC",
  "OXY",
  "OMC",
  null,
  "ICLR",
  null,
  "PCAR",
  "DG",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  null,
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  null,
  "VZ",
  "PSTG",
  null,
  "MDB",
  "AMGN",
  "MAS",
  null,
  "MSTR",
  "PARA",
  null,
  "PPG",
  null,
  "REGN",
  null,
  "SLVM",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SLB",
  "RS",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  "BP",
  "AMT",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SSNC",
  "STLD",
  "TEL",
  "CI",
  "TKO",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "SM",
  "DTIL",
  "VXF",
  "MKZR",
  "PCTY",
  "VOE",
  "OGE",
  "SCHW",
  "HUT",
  "AMPH",
  "PPC",
  "TCPC",
  "IRBT",
  null,
  "VWO",
  "SUPN",
  "VRN.TO",
  "JBL",
  "VSS",
  null,
  null,
  "LPX",
  "TWO",
  null,
  "VCIT",
  "NOMD",
  null,
  null,
  "VIG",
  null,
  "OLPX",
  null,
  "VVX",
  null,
  "NXT",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "GMED",
  null,
  "TSM",
  "OHI",
  null,
  null,
  "PR",
  "CHPT",
  null,
  "ETR",
  "FSK",
  "GLDD",
  null,
  null,
  "GRWG",
  "VRTX",
  null,
  "EA",
  "TT",
  "GPK",
  "RRC",
  "MTG",
  "MTDR",
  "SAIC",
  "MUSA",
  "MLI",
  "PBF",
  "THC",
  "SFM",
  "GM",
  "HAL",
  "ACGL",
  "TMHC",
  null,
  "TOL",
  "USFD",
  "AFL",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "WSO",
  "IP",
  "F",
  "DECK",
  "WEC",
  "EQR",
  "FTNT",
  "IWP",
  "IWR",
  "NCLH",
  "OPCH",
  null,
  null,
  "GSLC",
  "CAH",
  "ESNT",
  "NVST",
  "ENVA",
  "FLNG",
  "HYLN",
  "IDCC",
  null,
  "IPG",
  null,
  "KT",
  null,
  null,
  "KLIC",
  null,
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "OLN",
  "SCHB",
  "NIO",
  "NNOX",
  null,
  null,
  null,
  "LCID",
  "HCA",
  null,
  "PFG",
  "SIRI",
  "LUV",
  null,
  "OVV",
  "RMBS",
  "AMC",
  null,
  "BBCA",
  "NTES",
  null,
  "DKNG",
  "VEU",
  "VPL",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VNQI",
  null,
  null,
  "MGK",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "VSH",
  "VST",
  "VIST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WSM",
  "WYY",
  "WHR",
  "WPM",
  "WMB",
  null,
  null,
  "YEXT",
  "ZBRA",
  "IUSG",
  "ENS",
  null,
  null,
  "DTE",
  "OC",
  "ONTO",
  "HI",
  "NVGS",
  "NXST",
  "FNF",
  "POST",
  "NOG",
  "FOXA",
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  "CHKP",
  "LW",
  "LUMN",
  "RDY",
  null,
  "JCI",
  "NXPI",
  null,
  "TFII",
  null,
  null,
  "TTD",
  "ON",
  "PFGC",
  null,
  "TGNA",
  "OKTA",
  "SSD",
  "TWST",
  "CRM",
  "RNR",
  "SWKS",
  null,
  "S",
  null,
  "RDDT",
  "SANM",
  "DIA",
  "ORI",
  "TS",
  null,
  "SPOT",
  null,
  null,
  "MANH",
  "LYV",
  "HCI",
  null,
  "MTUM",
  "LYB",
  "ZION",
  "HALO",
  "LNTH",
  null,
  "GEV",
  "MELI",
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  "EXR",
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "FDX",
  "STLA",
  "STM",
  null,
  "KMB",
  "BAC",
  null,
  "BTE",
  "BRK-B",
  "BDX",
  "BEAM",
  "BTBT",
  "BJ",
  "BBY",
  "TECH",
  "BCC",
  "BA",
  "BAH",
  "BFH",
  "SAM",
  "BMY",
  "BLDR",
  "BAM.TO",
  "CHRW",
  "BFLY",
  "AI",
  "CALM",
  "CCJ",
  "CDNS",
  "CPT",
  "CARS",
  "CDW",
  "SAVA",
  "CPRX",
  "CELH",
  "CVX",
  "CINF",
  "CB",
  "CHDN",
  "CTAS",
  "CSCO",
  "CIVI",
  "CFG",
  "C",
  "CLSK",
  "CNX",
  "CME",
  "COKE",
  "KO",
  "CCEP",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "CRK",
  "CEG",
  "CORT",
  "ED",
  "CTRA",
  "COST",
  "CNM",
  "CRGY",
  "CCRN",
  "CRH",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CSGS",
  "CW",
  "DVN",
  "FANG",
  null,
  null,
  "DFAC",
  "DOLE",
  "DOCU",
  "DFIN",
  "RSP",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-14
Total Holdings: 745
Total Value: 58175848
Accession Number: 0002044858-25-000001
Form Type: 13F-HR
CIK: legacy-investment-solutions
Manager Name: Legacy-Investment-Solutions

Data Enrichment

75% identified

559 identified186 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

745 positions • $58.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 38

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26922B667

Shares:16.4K

Value:$564.5K

% of Portfolio:1.0% ($564.5K/$58.2M)

33740U729

Shares:22.9K

Value:$554.6K

% of Portfolio:1.0% ($554.6K/$58.2M)

46641Q274

Shares:10.7K

Value:$501.0K

% of Portfolio:0.9% ($501.0K/$58.2M)

45784N106

Shares:19.1K

Value:$482.3K

% of Portfolio:0.8% ($482.3K/$58.2M)

MICROSOFT CORP

MSFT|594918104

Shares:1.1K

Value:$465.9K

% of Portfolio:0.8% ($465.9K/$58.2M)

33739Q408

Shares:7.0K

Value:$419.4K

% of Portfolio:0.7% ($419.4K/$58.2M)

33738D879

Shares:16.6K

Value:$419.1K

% of Portfolio:0.7% ($419.1K/$58.2M)

33734X846

Shares:5.9K

Value:$406.4K

% of Portfolio:0.7% ($406.4K/$58.2M)

33738R308

Shares:17.2K

Value:$405.0K

% of Portfolio:0.7% ($405.0K/$58.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:383

Value:$399.8K

% of Portfolio:0.7% ($399.8K/$58.2M)

33739Q705

Shares:6.9K

Value:$350.1K

% of Portfolio:0.6% ($350.1K/$58.2M)

45783Y236

Shares:12.1K

Value:$328.9K

% of Portfolio:0.6% ($328.9K/$58.2M)

12811T803

Shares:13.0K

Value:$327.9K

% of Portfolio:0.6% ($327.9K/$58.2M)

Tesla, Inc.

TSLA|88160R101

Shares:889

Value:$321.5K

% of Portfolio:0.6% ($321.5K/$58.2M)

33737A108

Shares:2.6K

Value:$311.1K

% of Portfolio:0.5% ($311.1K/$58.2M)

33738R704

Shares:3.7K

Value:$297.5K

% of Portfolio:0.5% ($297.5K/$58.2M)

33738R811

Shares:3.2K

Value:$281.1K

% of Portfolio:0.5% ($281.1K/$58.2M)

33739Q804

Shares:10.8K

Value:$277.3K

% of Portfolio:0.5% ($277.3K/$58.2M)

921910816

MGK|921910816

Shares:780

Value:$272.0K

% of Portfolio:0.5% ($272.0K/$58.2M)

12811T738

Shares:10.4K

Value:$268.6K

% of Portfolio:0.5% ($268.6K/$58.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip26922B667)✕	16.4K	QoQ -11.28% (-2.1K) YoY-	All Managers (Combined)	$564.5K	1.0% ($564.5K/$58.2M)	QoQ -17.48% (-$119.7K) YoY-
(cusip33740U729)✕	22.9K	QoQ -46.03% (-19.5K) YoY-	All Managers (Combined)	$554.6K	1.0% ($554.6K/$58.2M)	QoQ -45.16% (-$456.9K) YoY-
(cusip46641Q274)✕	10.7K	QoQ -31.20% (-4.9K) YoY-	All Managers (Combined)	$501.0K	0.9% ($501.0K/$58.2M)	QoQ -31.23% (-$227.6K) YoY-
(cusip45784N106)✕	19.1K	QoQ NEW(+19.1K) YoY-	All Managers (Combined)	$482.3K	0.8% ($482.3K/$58.2M)	QoQ NEW(+$482.3K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.1K	QoQ +3.83% (+42) YoY-	All Managers (Combined)	$465.9K	0.8% ($465.9K/$58.2M)	QoQ +0.06% (+$292) YoY-
(cusip33739Q408)✕	7.0K	QoQ -22.22% (-2.0K) YoY-	All Managers (Combined)	$419.4K	0.7% ($419.4K/$58.2M)	QoQ -22.29% (-$120.3K) YoY-
(cusip33738D879)✕	16.6K	QoQ +88.74% (+7.8K) YoY-	All Managers (Combined)	$419.1K	0.7% ($419.1K/$58.2M)	QoQ +83.71% (+$191.0K) YoY-
(cusip33734X846)✕	5.9K	QoQ +147.21% (+3.5K) YoY-	All Managers (Combined)	$406.4K	0.7% ($406.4K/$58.2M)	QoQ +166.60% (+$254.0K) YoY-
(cusip33738R308)✕	17.2K	QoQ +86.03% (+7.9K) YoY-	All Managers (Combined)	$405.0K	0.7% ($405.0K/$58.2M)	QoQ +84.54% (+$185.5K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	383	QoQ +0.78% (+3) YoY-	All Managers (Combined)	$399.8K	0.7% ($399.8K/$58.2M)	QoQ +12.67% (+$45.0K) YoY-
(cusip33739Q705)✕	6.9K	QoQ +73.41% (+2.9K) YoY-	All Managers (Combined)	$350.1K	0.6% ($350.1K/$58.2M)	QoQ +63.06% (+$135.4K) YoY-
(cusip45783Y236)✕	12.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$328.9K	0.6% ($328.9K/$58.2M)	QoQ +1.01% (+$3.3K) YoY-
(cusip12811T803)✕	13.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$327.9K	0.6% ($327.9K/$58.2M)	QoQ +1.20% (+$3.9K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	889	QoQ -7.00% (-67) YoY-	All Managers (Combined)	$321.5K	0.6% ($321.5K/$58.2M)	QoQ +1.82% (-$5.8K) YoY-
(cusip33737A108)✕	2.6K	QoQ +127.44% (+1.4K) YoY-	All Managers (Combined)	$311.1K	0.5% ($311.1K/$58.2M)	QoQ +120.06% (+$169.7K) YoY-
(cusip33738R704)✕	3.7K	QoQ +137.42% (+2.2K) YoY-	All Managers (Combined)	$297.5K	0.5% ($297.5K/$58.2M)	QoQ +125.41% (+$165.5K) YoY-
(cusip33738R811)✕	3.2K	QoQ +133.79% (+1.8K) YoY-	All Managers (Combined)	$281.1K	0.5% ($281.1K/$58.2M)	QoQ +128.75% (+$158.2K) YoY-
(cusip33739Q804)✕	10.8K	QoQ +135.23% (+6.2K) YoY-	All Managers (Combined)	$277.3K	0.5% ($277.3K/$58.2M)	QoQ +139.93% (+$161.7K) YoY-
(MGKcusip921910816)	780	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$272.0K	0.5% ($272.0K/$58.2M)	QoQ +2.45% (+$6.5K) YoY-
(cusip12811T738)✕	10.4K	QoQ -14.93% (-1.8K) YoY-	All Managers (Combined)	$268.6K	0.5% ($268.6K/$58.2M)	QoQ -14.07% (-$44.0K) YoY-