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,
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  "AXP",
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  "ASAN",
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  "ARHS",
  null,
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  null,
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  null,
  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,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  "TITN",
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  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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  "BSGM",
  "HD",
  "BTCM",
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  "CLBT",
  null,
  null,
  null,
  null,
  null,
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  null,
  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,
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  null,
  null,
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  null,
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  null,
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  "IDA",
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  null,
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  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,
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  null,
  null,
  "ODP",
  "COOK",
  null,
  null,
  "IQV",
  null,
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  "KMI",
  null,
  null,
  "LRCX",
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  "IWS",
  "LIN",
  null,
  null,
  "BENF",
  "ICMB",
  "PFX",
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  "SYM",
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  null,
  null,
  "PWR",
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  "SILA",
  "MA",
  null,
  null,
  "MDT",
  null,
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  "APA",
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  "MDLZ",
  "MS",
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  "ENPH",
  "EQT",
  null,
  "FTV",
  null,
  "GE",
  "NI",
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  "INCY",
  "HIG",
  "NVS",
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  "OXY",
  "OMC",
  null,
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  null,
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  "DG",
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  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
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  "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,
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  null,
  "VZ",
  "PSTG",
  null,
  "MDB",
  "AMGN",
  "MAS",
  null,
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  "PARA",
  null,
  "PPG",
  null,
  "REGN",
  null,
  "SLVM",
  null,
  null,
  null,
  "IEFA",
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  null,
  null,
  null,
  null,
  null,
  "NOW",
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  "O",
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  "SHEL",
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  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",
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  "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",
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  "TECH",
  "BCC",
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  "BAH",
  "BFH",
  "SAM",
  "BMY",
  "BLDR",
  "BAM.TO",
  "CHRW",
  "BFLY",
  "AI",
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  "CDNS",
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  "CDW",
  "SAVA",
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  "CVX",
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  "C",
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  null,
  null,
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  "QQQ",
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  "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 34 of 38

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TYSON FOODS, INC.

TSN|902494103

Shares:8

Value:$464

% of Portfolio:0.0% ($464/$58.2M)

Magnolia Oil & Gas Corp

MGY|559663109

Shares:20

Value:$456

% of Portfolio:0.0% ($456/$58.2M)

SharkNinja, Inc.

SN|G8068L108

Shares:4

Value:$456

% of Portfolio:0.0% ($456/$58.2M)

NEXSTAR MEDIA GROUP, INC.

NXST|65336K103

Shares:3

Value:$455

% of Portfolio:0.0% ($455/$58.2M)

464288281

Shares:5

Value:$454

% of Portfolio:0.0% ($454/$58.2M)

02072L235

Shares:15

Value:$452

% of Portfolio:0.0% ($452/$58.2M)

3M CO

MMM|88579Y101

Shares:3

Value:$450

% of Portfolio:0.0% ($450/$58.2M)

37954Y483

Shares:24

Value:$446

% of Portfolio:0.0% ($446/$58.2M)

46429B689

EFAV|46429B689

Shares:6

Value:$440

% of Portfolio:0.0% ($440/$58.2M)

Lucid Group, Inc.

LCID|549498103

Shares:150

Value:$425

% of Portfolio:0.0% ($425/$58.2M)

EPLUS INC

PLUS|294268107

Shares:6

Value:$423

% of Portfolio:0.0% ($423/$58.2M)

Data Storage Corp

DTST|23786R201

Shares:100

Value:$423

% of Portfolio:0.0% ($423/$58.2M)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:4

Value:$414

% of Portfolio:0.0% ($414/$58.2M)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:7

Value:$413

% of Portfolio:0.0% ($413/$58.2M)

464289511

Shares:8

Value:$400

% of Portfolio:0.0% ($400/$58.2M)

33733E856

Shares:20

Value:$398

% of Portfolio:0.0% ($398/$58.2M)

91232N207

Shares:5

Value:$380

% of Portfolio:0.0% ($380/$58.2M)

VISHAY INTERTECHNOLOGY INC

VSH|928298108

Shares:22

Value:$378

% of Portfolio:0.0% ($378/$58.2M)

WIDEPOINT CORP

WYY|967590209

Shares:100

Value:$357

% of Portfolio:0.0% ($357/$58.2M)

78464A631

Shares:2

Value:$347

% of Portfolio:0.0% ($347/$58.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TYSON FOODS, INC.(TSNcusip902494103)	8	QoQ -95.89% (-187) YoY-	All Managers (Combined)	$464	0.0% ($464/$58.2M)	QoQ -96.24% (-$11.9K) YoY-
Magnolia Oil & Gas Corp(MGYcusip559663109)	20	QoQ +11.11% (-2) YoY-	All Managers (Combined)	$456	0.0% ($456/$58.2M)	QoQ -6.55% (-$32) YoY-
SharkNinja, Inc.(SNcusipG8068L108)	4	QoQ NEW(+4) YoY-	All Managers (Combined)	$456	0.0% ($456/$58.2M)	QoQ NEW(+$456) YoY-
NEXSTAR MEDIA GROUP, INC.(NXSTcusip65336K103)	3	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$455	0.0% ($455/$58.2M)	QoQ -8.81% (-$44) YoY-
(cusip464288281)✕	5	QoQ -97.26% (-178) YoY-	All Managers (Combined)	$454	0.0% ($454/$58.2M)	QoQ -97.26% (-$16.1K) YoY-
(cusip02072L235)✕	15	QoQ -76.92% (-50) YoY-	All Managers (Combined)	$452	0.0% ($452/$58.2M)	QoQ -76.70% (-$1.5K) YoY-
3M CO(MMMcusip88579Y101)	3	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$450	0.0% ($450/$58.2M)	QoQ +13.92% (+$55) YoY-
(cusip37954Y483)✕	24	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$446	0.0% ($446/$58.2M)	QoQ 0.00% (+$0) YoY-
(EFAVcusip46429B689)	6	QoQ NEW(+6) YoY-	All Managers (Combined)	$440	0.0% ($440/$58.2M)	QoQ NEW(+$440) YoY-
Lucid Group, Inc.(LCIDcusip549498103)	150	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$425	0.0% ($425/$58.2M)	QoQ +29.96% (+$98) YoY-
EPLUS INC(PLUScusip294268107)	6	QoQ NEW(+6) YoY-	All Managers (Combined)	$423	0.0% ($423/$58.2M)	QoQ NEW(+$423) YoY-
Data Storage Corp(DTSTcusip23786R201)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$423	0.0% ($423/$58.2M)	QoQ NEW(+$423) YoY-
CRH PUBLIC LTD CO(CRHcusipG25508105)	4	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$414	0.0% ($414/$58.2M)	QoQ +4.28% (+$17) YoY-
Lamb Weston Holdings, Inc.(LWcusip513272104)	7	QoQ -92.78% (-90) YoY-	All Managers (Combined)	$413	0.0% ($413/$58.2M)	QoQ -94.68% (-$7.4K) YoY-
(cusip464289511)✕	8	QoQ NEW(+8) YoY-	All Managers (Combined)	$400	0.0% ($400/$58.2M)	QoQ NEW(+$400) YoY-
(cusip33733E856)✕	20	QoQ -37.50% (-12) YoY-	All Managers (Combined)	$398	0.0% ($398/$58.2M)	QoQ -39.96% (-$265) YoY-
(cusip91232N207)✕	5	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$380	0.0% ($380/$58.2M)	QoQ +7.34% (+$26) YoY-
VISHAY INTERTECHNOLOGY INC(VSHcusip928298108)	22	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$378	0.0% ($378/$58.2M)	QoQ +5.00% (+$18) YoY-
WIDEPOINT CORP(WYYcusip967590209)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$357	0.0% ($357/$58.2M)	QoQ NEW(+$357) YoY-
(cusip78464A631)✕	2	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$347	0.0% ($347/$58.2M)	QoQ +1.16% (+$4) YoY-