Legacy Advisors, LLC

CIK

1720969

Location

PLYMOUTH MEETING, PA

Portfolio Value

Small $617,868,933

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,335 / 8,605 ▼ 203 · as of Mar 2026

Top Industry

Specialty Business Services 41.9%

3Y Alpha vs SPY

-10.3%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+35.5%

SPY

+76.5%

Annualised alpha

-10.2%

Max drawdown

−26.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

196 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

38.3%

+0.6 pts

Top 5

55.1%

−5.3 pts

Top 10

66.1%

−4.7 pts

HHI

1,583

Moderately concentrated−42

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	45.9%	$283,416,376	31
Technology	17.0%	$104,774,343	42
Unclassified	8.2%	$50,669,738	6
Communication Services	7.1%	$43,982,279	10
Financial Services	7.1%	$43,635,295	36
Consumer Cyclical	5.6%	$34,551,863	18
Healthcare	4.5%	$27,813,941	22
Energy	2.5%	$15,618,735	9
Consumer Defensive	1.3%	$7,825,276	9
Utilities	0.4%	$2,570,193	6
Basic Materials	0.3%	$1,655,527	5
Real Estate	0.2%	$1,355,367	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+8,954	34,105	$1,310,314
TOST	Toast, Inc.	+2,825	26,307	$697,398
PFE	Pfizer Inc	+2,427	26,878	$754,734
JNJ	Johnson & Johnson	+1,656	35,333	$8,636,798
RBLX	Roblox Corp	+885	87,118	$4,927,394
EPD	Enterprise Products Partners L.P.	+844	118,229	$4,473,785
MSFT	Microsoft Corp	+828	32,547	$12,047,922
VZ	Verizon Communications Inc	+784	11,068	$555,613
CMCSA	Comcast Corp	+763	33,864	$972,235
VFC	V F Corp	+735	18,799	$319,395
AVGO	Broadcom Inc.	+528	8,025	$2,483,817
TSLA	Tesla, Inc.	+490	14,250	$5,297,437
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+482	9,544	$3,225,394
GE	General Electric Co	+475	3,625	$1,028,666
PM	Philip Morris International Inc.	+430	5,509	$910,858
KKR	KKR & Co. Inc.	+410	2,832	$261,960
CAH	Cardinal Health Inc	+400	1,651	$348,872
TMUS	T-Mobile US, Inc.	+392	1,570	$329,747
CFG	Citizens Financial Group Inc/Ri	+372	4,172	$250,194
QQQ	Invesco Qqq Trust, Series 1	+361	16,852	$9,726,637
TJX	Tjx Companies Inc /De/	+340	4,566	$729,190
BSY	Bentley Systems Inc	+339	194,325	$6,824,694
MRSH	Marsh & Mclennan Companies, Inc.	+278	3,253	$564,232
BN	BROOKFIELD Corp /ON/	+271	9,255	$374,549
G	Genpact LTD	+260	6,760	$251,810
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMTM	Amentum Holdings, Inc.	−750,011	9,064,278	$236,396,370
MTZ	Mastec Inc	−286,755	93,953	$30,228,438
ET	Energy Transfer LP	−7,165	101,747	$1,963,717
WIT	Wipro Ltd	−6,957	14,109	$29,911
WMB	Williams Companies, Inc.	−5,130	31,652	$2,303,632
AAPL	Apple Inc.	−4,606	121,995	$30,961,111
TFC	Truist Financial Corp	−2,863	17,126	$787,282
GOOGL	Alphabet Inc.	−2,205	56,777	$16,326,794
NVDA	Nvidia Corp	−1,498	57,100	$9,958,240
MU	Micron Technology Inc	−1,487	1,421	$480,070
MO	Altria Group, Inc.	−1,353	3,155	$208,198
IBM	International Business Machines Corp	−1,147	1,640	$397,519
ABT	Abbott Laboratories	−810	18,718	$1,921,777
JPM	Jpmorgan Chase & Co	−729	16,777	$4,935,122
ORCL	Oracle Corp	−673	7,848	$1,154,519
CNO	CNO Financial Group, Inc.	−617	26,351	$1,081,972
BAC	Bank Of America Corp /De/	−615	34,730	$1,693,087
V	Visa Inc.	−602	5,331	$1,611,241
NOW	ServiceNow, Inc.	−586	7,414	$775,133
CRM	Salesforce, Inc.	−578	2,643	$493,368
PPL	PPL Corp	−564	8,261	$315,570
DIS	Walt Disney Co	−560	11,873	$1,144,319
CVX	Chevron Corp	−546	7,162	$1,481,817
DHR	Danaher Corp /De/	−519	1,871	$354,741
BX	Blackstone Inc.	−499	5,982	$687,870
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
MPC	Marathon Petroleum Corp	1,106	$270,063
ADP	Automatic Data Processing Inc	1,314	$266,978
PAYX	Paychex Inc	2,893	$266,503
AEM	Agnico Eagle Mines Ltd	1,282	$260,220
MAR	Marriott International Inc /Md/	747	$244,321
VST	Vistra Corp.	1,527	$229,553
PRIM	Primoris Services Corp	1,564	$223,714
NATL	NCR Atleos Corp	5,000	$217,900
BWXT	BWX Technologies, Inc.	1,039	$212,465
AME	Ametek Inc/	985	$211,144
TDY	Teledyne Technologies Inc	332	$200,863
F	Ford Motor Co	17,151	$197,922
NCNO	nCino, Inc.	10,515	$157,514
CION	CION Investment Corp	17,000	$116,280
OWL	Blue Owl Capital Inc.	11,962	$109,213
STLA	Stellantis N.V.	12,274	$87,022
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
DLR	Digital Realty Trust, Inc.	4,500	$696,195
GTLB	Gitlab Inc.	10,429	$391,400
CVS	CVS HEALTH Corp	4,225	$335,296
COF	Capital One Financial Corp	1,343	$325,489
MTB	M&T Bank Corp	1,447	$291,541
WDAY	Workday, Inc.	1,322	$283,939
ACN	Accenture plc	891	$239,055
CEG	Constellation Energy Corp	659	$232,804
GIB	Cgi Inc	2,433	$224,565
AGX	Argan Inc	716	$224,337
INTU	Intuit Inc.	327	$216,611
CCJ	Cameco Corp	2,307	$211,067
DUK	Duke Energy CORP	1,792	$210,040
BLK	BlackRock, Inc.	195	$208,716
MNST	Monster Beverage Corp	2,630	$201,642
LOW	Lowes Companies Inc	830	$200,162
IIM	Invesco Value Municipal Income Trust	12,080	$148,825
HYT	Blackrock Corporate High Yield Fund, Inc.	14,699	$130,821
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

196 positions · $617,868,933 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 196 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMTM	Amentum Holdings, Inc. Industrials	Reduced	9,064,278	-750,011	$236,396,370	−16.9%	38.26%
AAPL	Apple Inc. Technology	Reduced	121,995	-4,606	$30,961,111	−10.0%	5.01%
MTZ	Mastec Inc Industrials	Reduced	93,953	-286,755	$30,228,438	−63.5%	4.89%
SPY	Spdr S&P 500 ETF Trust	Added	39,924	+45	$25,964,174	−4.5%	4.20%
META	Meta Platforms, Inc. Communication Services	Added	29,156	+36	$16,681,022	−13.2%	2.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	56,777	-2,205	$16,326,794	−11.6%	2.64%
VERX	Vertex, Inc. Technology	Reduced	1,343,779	-60	$15,977,532	−40.5%	2.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	61,840	-184	$12,879,416	−10.0%	2.08%
MSFT	Microsoft Corp Technology	Added	32,547	+828	$12,047,922	−21.5%	1.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	23,291	-424	$11,161,047	−6.4%	1.81%
NVDA	Nvidia Corp Technology	Reduced	57,100	-1,498	$9,958,240	−8.9%	1.61%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	15,932	+10	$9,826,220	+2.3%	1.59%
QQQ	Invesco Qqq Trust, Series 1	Added	16,852	+361	$9,726,637	−4.0%	1.57%
JNJ	Johnson & Johnson Healthcare	Added	35,333	+1,656	$8,636,798	+23.9%	1.40%
UBER	Uber Technologies, Inc Technology	Reduced	100,023	-50	$7,194,654	−12.0%	1.16%
BSY	Bentley Systems Inc Technology	Added	194,325	+339	$6,824,694	−7.8%	1.10%
FULT	Fulton Financial Corp Financial Services	Held	281,104	0	$5,717,655	+5.2%	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,250	+490	$5,297,437	−14.4%	0.86%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	16,777	-729	$4,935,122	−12.5%	0.80%
RBLX	Roblox Corp Communication Services	Added	87,118	+885	$4,927,394	−29.5%	0.80%
EPD	Enterprise Products Partners L.P. Energy	Added	118,229	+844	$4,473,785	+18.9%	0.72%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	13,289	-106	$4,130,088	+0.9%	0.67%
GLD	Spdr Gold Trust	Reduced	7,786	-2	$3,350,237	+8.5%	0.54%
ABBV	AbbVie Inc. Healthcare	Reduced	15,227	-425	$3,311,720	−7.4%	0.54%
MELI	Mercadolibre Inc Consumer Cyclical	Added	1,883	+14	$3,255,744	−13.5%	0.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	9,544	+482	$3,225,394	+17.1%	0.52%
XOM	Exxon Mobil Corp Energy	Reduced	18,389	-176	$3,119,877	+39.6%	0.50%
AVGO	Broadcom Inc. Technology	Added	8,025	+528	$2,483,817	−4.3%	0.40%
WMB	Williams Companies, Inc. Energy	Reduced	31,652	-5,130	$2,303,632	+4.2%	0.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,136	-90	$2,128,374	+10.9%	0.34%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	4,150	-21	$1,963,946	+0.9%	0.32%
ET	Energy Transfer LP Energy	Reduced	101,747	-7,165	$1,963,717	+9.3%	0.32%
ABT	Abbott Laboratories Healthcare	Reduced	18,718	-810	$1,921,777	−21.5%	0.31%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	9,108	-23	$1,895,283	−0.6%	0.31%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,397	-26	$1,769,840	+8.0%	0.29%
APH	Amphenol Corp /De/ Technology	Added	13,685	+100	$1,729,099	−5.8%	0.28%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	34,730	-615	$1,693,087	−12.9%	0.27%
LLY	ELI LILLY & Co Healthcare	Reduced	1,774	-394	$1,631,671	−30.0%	0.26%
V	Visa Inc. Financial Services	Reduced	5,331	-602	$1,611,241	−22.6%	0.26%
AMGN	Amgen Inc Healthcare	Reduced	4,395	-63	$1,546,380	+6.0%	0.25%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	3,237	-1	$1,492,224	−18.6%	0.24%
CVX	Chevron Corp Energy	Reduced	7,162	-546	$1,481,817	+26.1%	0.24%
NFLX	Netflix Inc Communication Services	Reduced	15,360	-141	$1,476,864	+1.6%	0.24%
EFX	Equifax Inc Industrials	Added	8,041	+110	$1,447,942	−15.9%	0.23%
NSC	Norfolk Southern Corp Industrials	Reduced	4,894	-12	$1,404,578	−0.8%	0.23%
NVR	Nvr Inc Consumer Cyclical	Added	212	+1	$1,397,043	−9.2%	0.23%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	11,039	-4	$1,384,952	−14.4%	0.22%
MA	Mastercard Inc Financial Services	Reduced	2,698	-256	$1,348,082	−20.1%	0.22%
AMAT	Applied Materials Inc /De Technology	Reduced	3,888	-80	$1,328,879	+30.3%	0.22%
AXP	American Express Co Financial Services	Added	4,391	+4	$1,328,189	−18.2%	0.21%