Legacy Advisors, LLC
CIK
1720969
Location
PLYMOUTH MEETING, PA
Portfolio Value
Small
$684,479,226
Diversification
Diversified
Filing Date
Global Rank
#444
/ 2,719
▲ 1885
Top Industry
Specialty Business Services
30.2%
3Y Alpha vs SPY
-9.6%
Period ended 29 days ago
Filed Jul 24, 2026 · 5d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+34.0%
SPY
+67.9%
Annualised alpha
-8.6%
Max drawdown
−26.2%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
242 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
27.4%
−10.9 pts
Top 5
49.3%
−5.7 pts
Top 10
61.2%
−4.9 pts
HHI
932
Diversified−649
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 38.3% | $262,052,406 |
| Technology | 22.3% | $152,487,807 |
| Unclassified | 8.7% | $59,386,240 |
| Communication Services | 8.0% | $54,992,801 |
| Financial Services | 7.8% | $53,230,259 |
| Consumer Cyclical | 6.0% | $41,247,286 |
| Healthcare | 4.8% | $33,182,607 |
| Energy | 1.7% | $11,926,384 |
| Consumer Defensive | 1.3% | $8,931,580 |
| Utilities | 0.5% | $3,134,626 |
| Basic Materials | 0.4% | $2,435,696 |
| Real Estate | 0.2% | $1,471,534 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MTZ | Mastec Inc | +30,228 | 124,181 | $51,666,746 | |
| AAPL | Apple Inc. | +27,782 | 149,777 | $43,339,472 | |
| CMCSA | Comcast Corp | +18,438 | 52,302 | $1,284,014 | |
| NVDA | Nvidia Corp | +17,463 | 74,563 | $14,919,310 | |
| STLA | Stellantis N.V. | +14,561 | 26,835 | $154,032 | |
| PFE | Pfizer Inc | +13,712 | 40,590 | $977,407 | |
| WIT | Wipro Ltd | +13,308 | 27,417 | $61,688 | |
| AMZN | Amazon Com Inc | +12,000 | 73,840 | $17,599,025 | |
| BAC | Bank Of America Corp /De/ | +10,385 | 45,115 | $2,570,652 | |
| GOOGL | Alphabet Inc. | +9,453 | 66,230 | $23,668,615 | |
| UBER | Uber Technologies, Inc | +8,901 | 108,924 | $7,859,955 | |
| NCNO | nCino, Inc. | +6,930 | 17,445 | $285,225 | |
| DIS | Walt Disney Co | +6,604 | 18,477 | $1,778,411 | |
| VZ | Verizon Communications Inc | +5,633 | 16,701 | $707,120 | |
| APH | Amphenol Corp /De/ | +5,339 | 19,024 | $3,354,311 | |
| MSFT | Microsoft Corp | +5,109 | 37,656 | $14,046,441 | |
| OWL | Blue Owl Capital Inc. | +5,038 | 17,000 | $148,750 | |
| MU | Micron Technology Inc | +4,761 | 6,182 | $7,135,820 | |
| META | Meta Platforms, Inc. | +4,522 | 33,678 | $18,970,480 | |
| PEP | Pepsico Inc | +3,649 | 15,046 | $2,037,228 | |
| T | At&T Inc. | +3,383 | 13,439 | $278,187 | |
| MRK | Merck & Co., Inc. | +3,324 | 11,408 | $1,465,928 | |
| HD | Home Depot, Inc. | +3,238 | 6,845 | $2,414,094 | |
| BA | Boeing Co | +3,117 | 6,498 | $1,406,622 | |
| WFC | Wells Fargo & Company/Mn | +2,823 | 8,623 | $712,604 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FISV | Fiserv Inc | −3,819 | 5,001 | $245,299 | |
| WMB | Williams Companies, Inc. | −2,898 | 28,754 | $2,137,572 | |
| TFC | Truist Financial Corp | −2,827 | 14,299 | $712,376 | |
| TOST | Toast, Inc. | −2,826 | 23,481 | $653,241 | |
| CNO | CNO Financial Group, Inc. | −1,879 | 24,472 | $1,247,582 | |
| RBLX | Roblox Corp | −1,484 | 85,634 | $4,656,776 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −1,148 | 2,105 | $350,840 | |
| USB | US Bancorp De | −916 | 4,740 | $286,296 | |
| HON | Honeywell International Inc | −880 | 2,218 | $496,610 | |
| VFC | V F Corp | −606 | 18,193 | $303,459 | |
| ZS | Zscaler, Inc. | −598 | 1,946 | $274,677 | |
| BX | Blackstone Inc. | −508 | 5,474 | $644,125 | |
| ETN | Eaton Corp plc | −427 | 1,132 | $482,367 | |
| WM | Waste Management Inc | −425 | 1,451 | $323,398 | |
| BDX | Becton Dickinson & Co | −350 | 2,770 | $419,184 | |
| GLD | Spdr Gold Trust | −333 | 7,453 | $2,745,536 | |
| CFG | Citizens Financial Group Inc/Ri | −251 | 3,921 | $274,744 | |
| KMB | Kimberly Clark Corp | −196 | 2,146 | $235,566 | |
| RGA | Reinsurance Group Of America Inc | −187 | 3,063 | $651,346 | |
| CRM | Salesforce, Inc. | −187 | 2,456 | $384,756 | |
| F | Ford Motor Co | −139 | 17,012 | $236,466 | |
| ACGL | Arch Capital Group Ltd. | −136 | 9,617 | $933,426 | |
| BN | BROOKFIELD Corp /ON/ | −94 | 9,161 | $390,166 | |
| ORLY | O Reilly Automotive Inc | −90 | 4,225 | $389,080 | |
| OKLO | Oklo Inc. | −81 | 7,889 | $412,831 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COHR | Coherent Corp. | 3,972 | $1,566,834 | |
| INTC | Intel Corp | 9,368 | $1,308,053 | |
| CB | Chubb Ltd | 2,008 | $684,205 | |
| SYK | Stryker Corp | 1,576 | $496,187 | |
| OKTA | Okta, Inc. | 3,600 | $491,220 | |
| HONA | Honeywell Aerospace Inc. | 2,218 | $489,734 | |
| GLW | Corning Inc /Ny | 1,911 | $488,126 | |
| SPCX | Space Exploration Technologies Corp | 2,627 | $448,849 | |
| MGNI | Magnite, Inc. | 19,967 | $378,973 | |
| RMBS | Rambus Inc | 2,793 | $370,742 | |
| AFL | Aflac Inc | 3,030 | $355,267 | |
| JCI | Johnson Controls International plc | 2,381 | $347,887 | |
| QRVO | Qorvo, Inc. | 3,722 | $347,150 | |
| RPM | Rpm International Inc/De/ | 2,955 | $328,448 | |
| CVS | CVS HEALTH Corp | 3,140 | $324,833 | |
| RELY | Remitly Global, Inc. | 13,713 | $307,308 | |
| NDSN | Nordson Corp | 1,008 | $304,103 | |
| COKE | Coca-Cola Consolidated, Inc. | 1,555 | $296,880 | |
| C | Citigroup Inc | 2,087 | $292,096 | |
| GD | General Dynamics Corp | 820 | $290,476 | |
| Q | Qnity Electronics, Inc. | 1,708 | $278,933 | |
| NUE | Nucor Corp | 1,250 | $278,437 | |
| MNST | Monster Beverage Corp | 2,836 | $272,596 | |
| LUMN | Lumen Technologies, Inc. | 35,400 | $271,872 | |
| OCFC | Oceanfirst Financial Corp | 13,613 | $265,861 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 18,389 | $3,119,877 | |
| STZ | Constellation Brands, Inc. | 2,196 | $329,400 | |
| CPRT | Copart Inc | 7,990 | $265,268 | |
| AEM | Agnico Eagle Mines Ltd | 1,282 | $260,220 | |
| G | Genpact LTD | 6,760 | $251,810 | |
| FFIC | Flushing Financial Corp | 16,045 | $246,451 | |
| HUBS | Hubspot Inc | 933 | $227,745 | |
| PRIM | Primoris Services Corp | 1,564 | $223,714 | |
| NATL | NCR Atleos Corp | 5,000 | $217,900 | |
| ZTS | Zoetis Inc. | 1,755 | $207,458 | |
| No positions match the current search. | ||||
242 positions ·
$684,479,226 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 242 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMTM |
Amentum Holdings, Inc.
Industrials
|
Added | 9,065,677 | $187,387,543 | 27.38% | |
| MTZ |
Mastec Inc
Industrials
|
Added | 124,181 | $51,666,746 | 7.55% | |
| AAPL |
Apple Inc.
Technology
|
Added | 149,777 | $43,339,472 | 6.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 42,276 | $31,570,448 | 4.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 66,230 | $23,668,615 | 3.46% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 33,678 | $18,970,480 | 2.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 73,840 | $17,599,025 | 2.57% | |
| VERX |
Vertex, Inc.
Technology
|
Added | 1,343,838 | $15,427,260 | 2.25% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 74,563 | $14,919,310 | 2.18% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 37,656 | $14,046,441 | 2.05% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 16,947 | $12,479,770 | 1.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 24,109 | $12,063,902 | 1.76% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 15,938 | $11,209,832 | 1.64% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 36,926 | $9,378,096 | 1.37% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 108,924 | $7,859,955 | 1.15% | |
| MU |
Micron Technology Inc
Technology
|
Added | 6,182 | $7,135,820 | 1.04% | |
| FULT |
Fulton Financial Corp
Financial Services
|
Held | 281,104 | $6,799,905 | 0.99% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 14,800 | $6,224,880 | 0.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 18,800 | $6,153,804 | 0.90% | |
| BSY |
Bentley Systems Inc
Technology
|
Added | 194,576 | $5,815,876 | 0.85% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 9,899 | $4,727,465 | 0.69% | |
| RBLX |
Roblox Corp
Communication Services
|
Reduced | 85,634 | $4,656,776 | 0.68% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 119,033 | $4,375,653 | 0.64% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 16,549 | $4,164,390 | 0.61% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 10,299 | $3,890,447 | 0.57% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 14,357 | $3,880,840 | 0.57% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 19,024 | $3,354,311 | 0.49% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 1,882 | $3,194,487 | 0.47% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 3,980 | $2,877,540 | 0.42% | |
| GLD |
Spdr Gold Trust
|
Reduced | 7,453 | $2,745,536 | 0.40% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 6,257 | $2,711,345 | 0.40% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,152 | $2,581,173 | 0.38% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 45,115 | $2,570,652 | 0.38% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 6,845 | $2,414,094 | 0.35% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 9,377 | $2,308,804 | 0.34% | |
| ASML |
Asml Holding NV
Technology
|
Added | 1,126 | $2,240,109 | 0.33% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 28,754 | $2,137,572 | 0.31% | |
| V |
Visa Inc.
Financial Services
|
Added | 6,090 | $2,089,418 | 0.31% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,180 | $2,039,324 | 0.30% | |
| AXP |
American Express Co
Financial Services
|
Added | 6,024 | $2,037,618 | 0.30% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 15,046 | $2,037,228 | 0.30% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 3,472 | $2,016,919 | 0.29% | |
| ET |
Energy Transfer LP
Energy
|
Held | 101,747 | $1,945,402 | 0.28% | |
| HIMS |
Hims & Hers Health, Inc.
Healthcare
|
Reduced | 51,582 | $1,788,347 | 0.26% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 18,477 | $1,778,411 | 0.26% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 18,704 | $1,697,200 | 0.25% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 5,682 | $1,692,610 | 0.25% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 4,116 | $1,604,787 | 0.23% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 4,387 | $1,588,620 | 0.23% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 4,984 | $1,567,916 | 0.23% |