Legacy Advisors, LLC

CIK

1720969

Location

PLYMOUTH MEETING, PA

Portfolio Value

Micro $1,655,527

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,335 / 8,586 ▼ 209

Top Industry

Specialty Business Services 41.8%

3Y Alpha vs SPY

-10.1%

Period ended 3 months ago

Filed May 5, 2026 · 42d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+37.2%

SPY

+78.1%

Annualised alpha

-10.1%

Max drawdown

−26.5%

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

38.2%

+0.6 pts

Top 5

55.0%

−5.3 pts

Top 10

66.1%

−4.7 pts

HHI

1,581

Moderately concentrated−42

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	45.8%	$283,382,226	31
Technology	17.0%	$105,300,735	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

5 positions · $1,655,527 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CTVA	Corteva, Inc. Basic Materials	Reduced	6,497	-8	$543,863	+24.7%	32.85%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	1,494	-50	$433,992	+13.8%	26.21%
LIN	Linde PLC Basic Materials	Added	788	+27	$390,658	+20.4%	23.60%
AEM	Agnico Eagle Mines Ltd Basic Materials	NEW	1,282	NEW	$260,220	NEW	15.72%
SEED	Origin Agritech LTD Basic Materials	Held	20,771	0	$26,794	+16.2%	1.62%