Legacy Advisors, LLC

CIK

1720969

Location

PLYMOUTH MEETING, PA

Portfolio Value

Small $684,479,226

Diversification

Diversified

Filing Date

Global Rank

#2,410 / 8,700 ▲ 159

Top Industry

Specialty Business Services 30.2%

Period ended 2 months ago

Filed Jul 24, 2026 · 51d

26 quarters · since Mar 2020

Portfolio Concentration

242 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

27.4%

+8.8 pts

Top 5

49.3%

+2.2 pts

Top 10

61.2%

+1.1 pts

HHI

932

Diversified+230

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	38.3%	$262,052,406	39
Technology	22.3%	$152,487,807	55
Unclassified	8.7%	$59,386,240	6
Communication Services	8.0%	$54,992,801	14
Financial Services	7.8%	$53,230,259	46
Consumer Cyclical	6.0%	$41,247,286	19
Healthcare	4.8%	$33,182,607	25
Energy	1.7%	$11,926,384	9
Consumer Defensive	1.3%	$8,931,580	11
Utilities	0.5%	$3,134,626	8
Basic Materials	0.4%	$2,435,696	8
Real Estate	0.2%	$1,471,534	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
KLAC	Kla Corp	+2,808	3,070	$926,249
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−19,883	66,230	$23,668,615
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	861,969	$155,581,671
—		3,529,734	$127,705,776
VB	Vanguard Morningstar Small-Cap ETF	134,946	$50,952,952
BAFE	Brown Advisory Flexible Equity ETF	958,094	$25,782,309
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	111,481	$14,936,513
VIGI	Vanguard International Dividend Appreciation ETF	121,653	$13,342,945
DCOR	Dimensional US Core Equity 1 ETF	243,501	$9,628,251
VXUS	Vanguard Total International Stock ETF	115,171	$8,880,835
FNDA	Schwab Fundamental U.S. Small Company ETF	220,745	$6,705,862
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	72,299	$4,623,878
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	21,570	$3,147,925
XOM	ExxonMobil Holdings Corp	18,389	$3,119,877
—		31,241	$2,561,137
BIV	Vanguard Intermediate-Term Bond ETF	25,651	$1,932,871
VCRM	Vanguard Core Tax-Exempt Bond ETF	27,718	$1,382,851
BNDW	Vanguard Total World Bond ETF	14,896	$1,320,554
CVY	Invesco Zacks Multi-Asset Income ETF	15,000	$1,127,850
VIG	Vanguard Dividend Appreciation ETF	6,754	$1,118,166
JA	Janus Henderson AA-A CLO ETF	21,280	$1,071,873
—		6,662	$1,016,675
VEU	Vanguard FTSE All-World Ex-US ETF	10,753	$973,073
EDV	Vanguard World Funds Extended Duration ETF	5,582	$956,020
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	24,215	$936,369
ABI	VictoryShares Pioneer Asset-Based Income ETF	3,703	$710,679
AGNG	Global X Funds Global X Aging Population ETF	10,438	$505,512
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

242 tracked 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMTM	Amentum Holdings, Inc. Industrials	Added	9,065,677	+1,399	$187,387,543	+1967.3%	27.38%
MTZ	Mastec Inc Industrials	Added	124,181	+30,228	$51,666,746	+70.9%	7.55%
AAPL	Apple Inc. Technology	Added	149,777	+27,782	$43,339,472	+40.0%	6.33%
SPY	Spdr S&P 500 ETF Trust	Added	42,276	+2,352	$31,570,448	+21.6%	4.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	66,230	-19,883	$23,668,615	−4.3%	3.46%
META	Meta Platforms, Inc. Communication Services	Added	33,678	+4,522	$18,970,480	+13.7%	2.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	73,840	+12,000	$17,599,025	+36.6%	2.57%
VERX	Vertex, Inc. Technology	Added	1,343,838	+59	$15,427,260	−3.4%	2.25%
NVDA	Nvidia Corp Technology	Added	74,563	+17,463	$14,919,310	+49.8%	2.18%
MSFT	Microsoft Corp Technology	Added	37,656	+5,109	$14,046,441	+16.6%	2.05%
QQQ	Invesco Qqq Trust, Series 1	Added	16,947	+95	$12,479,770	+28.3%	1.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	24,109	+818	$12,063,902	+8.1%	1.76%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	15,938	+6	$11,209,832	+14.1%	1.64%
JNJ	Johnson & Johnson Healthcare	Added	36,926	+1,593	$9,378,096	+8.6%	1.37%
UBER	Uber Technologies, Inc Technology	Added	108,924	+8,901	$7,859,955	+9.2%	1.15%
MU	Micron Technology Inc Technology	Added	6,182	+4,761	$7,135,820	+1386.4%	1.04%
FULT	Fulton Financial Corp Financial Services	Held	281,104	0	$6,799,905	+18.9%	0.99%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,800	+550	$6,224,880	+17.5%	0.91%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,800	+2,023	$6,153,804	+24.7%	0.90%
BSY	Bentley Systems Inc Technology	Added	194,576	+251	$5,815,876	−14.8%	0.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	9,899	+355	$4,727,465	+46.6%	0.69%
RBLX	Roblox Corp Communication Services	Reduced	85,634	-1,484	$4,656,776	−5.5%	0.68%
EPD	Enterprise Products Partners L.P. Energy	Added	119,033	+804	$4,375,653	−2.2%	0.64%
ABBV	AbbVie Inc. Healthcare	Added	16,549	+1,322	$4,164,390	+25.7%	0.61%
AVGO	Broadcom Inc. Technology	Added	10,299	+2,274	$3,890,447	+56.6%	0.57%
MCD	Mcdonalds Corp Consumer Cyclical	Added	14,357	+1,068	$3,880,840	−6.0%	0.57%
APH	Amphenol Corp /De/ Technology	Added	19,024	+5,339	$3,354,311	−3.0%	0.49%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	1,882	-1	$3,194,487	−1.9%	0.47%
AMAT	Applied Materials Inc /De Technology	Added	3,980	+92	$2,877,540	+116.5%	0.42%
GLD	Spdr Gold Trust	Reduced	7,453	-333	$2,745,536	−18.0%	0.40%
LRCX	Lam Research Corp Technology	Added	6,257	+341	$2,711,345	+114.5%	0.40%
LLY	ELI LILLY & Co Healthcare	Added	2,152	+378	$2,581,173	+58.2%	0.38%
BAC	Bank Of America Corp /De/ Financial Services	Added	45,115	+10,385	$2,570,652	+51.8%	0.38%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,845	+3,238	$2,414,094	+103.5%	0.35%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	9,377	+269	$2,308,804	+21.8%	0.34%
ASML	Asml Holding NV Technology	Added	1,126	+419	$2,240,109	+139.9%	0.33%
WMB	Williams Companies, Inc. Energy	Reduced	28,754	-2,898	$2,137,572	−7.2%	0.31%
V	Visa Inc. Financial Services	Added	6,090	+759	$2,089,418	+29.7%	0.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,180	+44	$2,039,324	−4.2%	0.30%
AXP	American Express Co Financial Services	Added	6,024	+1,633	$2,037,618	+53.4%	0.30%
PEP	Pepsico Inc Consumer Defensive	Added	15,046	+3,649	$2,037,228	+15.1%	0.30%
AMD	Advanced Micro Devices Inc Technology	Added	3,472	+631	$2,016,919	+249.0%	0.29%
ET	Energy Transfer LP Energy	Held	101,747	0	$1,945,402	−0.9%	0.28%
HIMS	Hims & Hers Health, Inc. Healthcare	Reduced	51,582	-33	$1,788,347	+66.9%	0.26%
DIS	Walt Disney Co Communication Services	Added	18,477	+6,604	$1,778,411	+55.4%	0.26%
ABT	Abbott Laboratories Healthcare	Reduced	18,704	-14	$1,697,200	−11.7%	0.25%
MRVL	Marvell Technology, Inc. Technology	Added	5,682	+963	$1,692,610	+262.1%	0.25%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	4,116	-34	$1,604,787	−18.3%	0.23%
AMGN	Amgen Inc Healthcare	Reduced	4,387	-8	$1,588,620	+2.7%	0.23%
NSC	Norfolk Southern Corp Industrials	Added	4,984	+90	$1,567,916	+11.6%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.