Legacy Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001720969

Type: FundHoldings: 432Value: $966.2MLatest: 2025Q1

Legacy Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 432 holdings worth $1.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 22

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MASTEC INC

MTZ|576323109

Shares:776.7K

Value:$90.6M

% of Portfolio:9.4% ($90.6M/$966.2M)

Vertex, Inc.

VERX|92538J106

Shares:1.3M

Value:$46.3M

% of Portfolio:4.8% ($46.3M/$966.2M)

89834G562

Shares:1.7M

Value:$42.5M

% of Portfolio:4.4% ($42.5M/$966.2M)

Apple Inc.

AAPL|037833100

Shares:188.4K

Value:$41.9M

% of Portfolio:4.3% ($41.9M/$966.2M)

464287622

IWB|464287622

Shares:90.4K

Value:$27.7M

% of Portfolio:2.9% ($27.7M/$966.2M)

MICROSOFT CORP

MSFT|594918104

Shares:63.7K

Value:$23.9M

% of Portfolio:2.5% ($23.9M/$966.2M)

464287804

IJR|464287804

Shares:215.8K

Value:$22.6M

% of Portfolio:2.3% ($22.6M/$966.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:40.3K

Value:$22.5M

% of Portfolio:2.3% ($22.5M/$966.2M)

464287200

IVV|464287200

Shares:38.7K

Value:$21.8M

% of Portfolio:2.3% ($21.8M/$966.2M)

Meta Platforms, Inc.

META|30303M102

Shares:35.7K

Value:$20.6M

% of Portfolio:2.1% ($20.6M/$966.2M)

464287499

IWR|464287499

Shares:230.0K

Value:$19.6M

% of Portfolio:2.0% ($19.6M/$966.2M)

AMAZON COM INC

AMZN|023135106

Shares:87.3K

Value:$16.6M

% of Portfolio:1.7% ($16.6M/$966.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:25.9K

Value:$13.8M

% of Portfolio:1.4% ($13.8M/$966.2M)

NVIDIA CORP

NVDA|67066G104

Shares:124.7K

Value:$13.5M

% of Portfolio:1.4% ($13.5M/$966.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:83.9K

Value:$13.0M

% of Portfolio:1.3% ($13.0M/$966.2M)

922908363

VOO|922908363

Shares:23.8K

Value:$12.2M

% of Portfolio:1.3% ($12.2M/$966.2M)

81369Y803

XLK|81369Y803

Shares:52.6K

Value:$10.9M

% of Portfolio:1.1% ($10.9M/$966.2M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:17.1K

Value:$9.1M

% of Portfolio:0.9% ($9.1M/$966.2M)

Uber Technologies, Inc

UBER|90353T100

Shares:119.2K

Value:$8.7M

% of Portfolio:0.9% ($8.7M/$966.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:52.2K

Value:$8.7M

% of Portfolio:0.9% ($8.7M/$966.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MASTEC INC(MTZcusip576323109)	776.7K	QoQ -5.12% (-42.0K) YoY -33.47% (-390.8K)	All Managers (Combined)	$90.6M	9.4% ($90.6M/$966.2M)	QoQ -18.66% (-$20.8M) YoY -16.73% (-$18.2M)
Vertex, Inc.(VERXcusip92538J106)	1.3M	QoQ -5.29% (-74.0K) YoY -38.83% (-840.4K)	All Managers (Combined)	$46.3M	4.8% ($46.3M/$966.2M)	QoQ -37.85% (-$28.2M) YoY -32.57% (-$22.4M)
(cusip89834G562)✕	1.7M	QoQ -3.01% (-51.9K) YoY NEW(+1.7M)	All Managers (Combined)	$42.5M	4.4% ($42.5M/$966.2M)	QoQ -4.61% (-$2.1M) YoY NEW(+$42.5M)
Apple Inc.(AAPLcusip037833100)	188.4K	QoQ +9.28% (-16.0K) YoY +47.37% (+60.6K)	All Managers (Combined)	$41.9M	4.3% ($41.9M/$966.2M)	QoQ -3.05% (-$1.3M) YoY +90.90% (+$19.9M)
(IWBcusip464287622)	90.4K	QoQ -0.62% (-567) YoY +3.17% (+2.8K)	All Managers (Combined)	$27.7M	2.9% ($27.7M/$966.2M)	QoQ -5.37% (-$1.6M) YoY +9.87% (+$2.5M)
MICROSOFT CORP(MSFTcusip594918104)	63.7K	QoQ +3.14% (-1.9K) YoY +23.67% (+12.2K)	All Managers (Combined)	$23.9M	2.5% ($23.9M/$966.2M)	QoQ -8.14% (-$2.1M) YoY +10.35% (+$2.2M)
(IJRcusip464287804)	215.8K	QoQ +5.42% (-11.1K) YoY +33.13% (+53.7K)	All Managers (Combined)	$22.6M	2.3% ($22.6M/$966.2M)	QoQ -4.32% (-$1.0M) YoY +25.97% (+$4.7M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	40.3K	QoQ +3.52% (-1.4K) YoY +9.92% (+3.6K)	All Managers (Combined)	$22.5M	2.3% ($22.5M/$966.2M)	QoQ -1.18% (-$270.2K) YoY +17.55% (+$3.4M)
(IVVcusip464287200)	38.7K	QoQ +0.58% (-227) YoY -7.75% (-3.3K)	All Managers (Combined)	$21.8M	2.3% ($21.8M/$966.2M)	QoQ -3.98% (-$903.4K) YoY -1.40% (-$311.1K)
Meta Platforms, Inc.(METAcusip30303M102)	35.7K	QoQ -3.24% (-1.2K) YoY +9.49% (+3.1K)	All Managers (Combined)	$20.6M	2.1% ($20.6M/$966.2M)	QoQ -4.75% (-$1.0M) YoY +29.96% (+$4.7M)
(IWRcusip464287499)	230.0K	QoQ +0.64% (-1.5K) YoY +0.65% (+1.5K)	All Managers (Combined)	$19.6M	2.0% ($19.6M/$966.2M)	QoQ -3.14% (-$636.2K) YoY +1.83% (+$352.0K)
AMAZON COM INC(AMZNcusip023135106)	87.3K	QoQ 0.00% (-3) YoY +33.13% (+21.7K)	All Managers (Combined)	$16.6M	1.7% ($16.6M/$966.2M)	QoQ -13.28% (-$2.5M) YoY +40.42% (+$4.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	25.9K	QoQ -0.13% (-34) YoY +101.96% (+13.1K)	All Managers (Combined)	$13.8M	1.4% ($13.8M/$966.2M)	QoQ +17.34% (-$2.0M) YoY +155.78% (+$8.4M)
NVIDIA CORP(NVDAcusip67066G104)	124.7K	QoQ +4.79% (-5.7K) YoY +1451.33% (+116.7K)	All Managers (Combined)	$13.5M	1.4% ($13.5M/$966.2M)	QoQ -15.41% (-$2.5M) YoY +86.08% (+$6.3M)
Alphabet Inc.(GOOGLcusip02079K305)	83.9K	QoQ +5.45% (-4.3K) YoY +27.73% (+18.2K)	All Managers (Combined)	$13.0M	1.3% ($13.0M/$966.2M)	QoQ -13.85% (-$2.1M) YoY +30.87% (+$3.1M)
(VOOcusip922908363)	23.8K	QoQ +9.60% (+2.1K) YoY +16.53% (+3.4K)	All Managers (Combined)	$12.2M	1.3% ($12.2M/$966.2M)	QoQ +4.54% (+$530.6K) YoY +24.58% (+$2.4M)
(XLKcusip81369Y803)	52.6K	QoQ +0.59% (-309) YoY +2.90% (+1.5K)	All Managers (Combined)	$10.9M	1.1% ($10.9M/$966.2M)	QoQ -10.67% (-$1.3M) YoY +2.02% (+$215.2K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	17.1K	QoQ +0.05% (-10) YoY +0.03% (-6)	All Managers (Combined)	$9.1M	0.9% ($9.1M/$966.2M)	QoQ -6.28% (-$611.4K) YoY -4.08% (-$388.2K)
Uber Technologies, Inc(UBERcusip90353T100)	119.2K	QoQ +1.64% (+1.9K) YoY -6.89% (-8.8K)	All Managers (Combined)	$8.7M	0.9% ($8.7M/$966.2M)	QoQ +22.77% (+$1.6M) YoY -11.89% (-$1.2M)
JOHNSON & JOHNSON(JNJcusip478160104)	52.2K	QoQ -5.41% (-3.0K) YoY -13.14% (-7.9K)	All Managers (Combined)	$8.7M	0.9% ($8.7M/$966.2M)	QoQ +8.45% (-$675.0K) YoY -8.94% (-$850.2K)