Legacy Edge Advisors, LLC

CIK

2105396

Location

SYOSSET, NY

Portfolio Value

Micro $94,471,672

Diversification

Diversified

Filing Date

Global Rank

#5,476 / 8,232 ▲ 90

Top Industry

Software - Infrastructure 16.1%

3Y Alpha vs SPY

-6.0%

Period ended 2 months ago

Filed May 11, 2026 · 33d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+7.4%

SPY

+9.1%

Annualised alpha

-6.0%

Max drawdown

−9.1%

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

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

Top Position

13.3%

−2.3 pts

Top 5

46.7%

−2.1 pts

Top 10

61.3%

−2.2 pts

HHI

563

Diversified−63

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.2%	$36,134,586	14
Unclassified	14.7%	$13,879,863	6
Financial Services	12.8%	$12,133,263	12
Communication Services	8.1%	$7,608,211	5
Healthcare	7.0%	$6,630,319	11
Consumer Cyclical	6.3%	$5,995,695	5
Consumer Defensive	5.2%	$4,948,826	8
Industrials	3.9%	$3,650,632	9
Basic Materials	1.6%	$1,481,675	5
Energy	1.2%	$1,107,112	3
Utilities	1.0%	$901,490	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
MMM	3M Co	+1,027	2,790	$405,191
NVDA	Nvidia Corp	+687	34,714	$6,054,121
MSFT	Microsoft Corp	+576	34,064	$12,609,470
MRK	Merck & Co., Inc.	+513	3,125	$375,906
GE	General Electric Co	+327	1,191	$337,970
QCOM	Qualcomm Inc/De	+276	4,638	$597,281
NFLX	Netflix Inc	+223	11,122	$1,069,380
PG	PROCTER & GAMBLE Co	+124	3,324	$480,118
IBM	International Business Machines Corp	+77	1,131	$274,143
CL	Colgate Palmolive Co	+73	2,709	$230,888
QQQ	Invesco Qqq Trust, Series 1	+43	3,038	$1,753,472
SCCO	Southern Copper Corp/	+30	2,320	$399,179
VZ	Verizon Communications Inc	+24	5,678	$285,035
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−1,292	5,877	$518,116
SLV	iShares Silver Trust	−1,160	3,212	$218,865
PFE	Pfizer Inc	−965	11,637	$326,766
AAPL	Apple Inc.	−964	39,923	$10,132,058
INTC	Intel Corp	−917	6,928	$305,732
SPY	Spdr S&P 500 ETF Trust	−853	16,399	$10,664,925
BX	Blackstone Inc.	−383	3,393	$390,161
LRCX	Lam Research Corp	−327	5,698	$1,217,434
CSCO	Cisco Systems, Inc.	−312	6,462	$501,386
CRM	Salesforce, Inc.	−285	1,355	$252,937
BAC	Bank Of America Corp /De/	−248	6,583	$320,921
MS	Morgan Stanley	−226	3,064	$504,242
WMT	Walmart Inc.	−224	4,546	$564,976
MDLZ	Mondelez International, Inc.	−199	4,594	$264,798
UNH	Unitedhealth Group Inc	−196	1,018	$275,460
GOOGL	Alphabet Inc.	−196	16,092	$4,627,415
SO	Southern Co	−150	2,529	$244,099
DUK	Duke Energy CORP	−150	1,837	$240,536
ABBV	AbbVie Inc.	−146	5,392	$1,172,706
AVGO	Broadcom Inc.	−145	8,684	$2,687,784
ORCL	Oracle Corp	−130	2,361	$347,326
GLD	Spdr Gold Trust	−129	843	$362,734
AMAT	Applied Materials Inc /De	−122	738	$252,241
HON	Honeywell International Inc	−114	2,370	$535,691
XOM	Exxon Mobil Corp	−108	2,221	$376,814
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
COP	Conocophillips	1,951	$257,532
GEV	GE Vernova Inc.	280	$244,412
BHP	BHP Group Ltd	3,054	$222,147
TJX	Tjx Companies Inc /De/	1,256	$200,583
NG	Novagold Resources Inc	11,500	$103,270
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
C	Citigroup Inc	3,565	$415,999
NOW	ServiceNow, Inc.	2,140	$327,826
BSX	Boston Scientific Corp	3,012	$287,194
BKNG	Booking Holdings Inc.	47	$251,700
RDDT	Reddit, Inc.	904	$207,802
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 positions · $94,471,672 total · as of Mar 31, 2026

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

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	34,064	+576	$12,609,470	−22.1%	13.35%
SPY	Spdr S&P 500 ETF Trust	Reduced	16,399	-853	$10,664,925	−9.3%	11.29%
AAPL	Apple Inc. Technology	Reduced	39,923	-964	$10,132,058	−8.8%	10.72%
NVDA	Nvidia Corp Technology	Added	34,714	+687	$6,054,121	−4.6%	6.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,092	-196	$4,627,415	−9.2%	4.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,975	-26	$3,951,923	−9.9%	4.18%
AVGO	Broadcom Inc. Technology	Reduced	8,684	-145	$2,687,784	−12.0%	2.85%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,893	-58	$2,615,964	−9.3%	2.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,318	-20	$2,548,385	−5.0%	2.70%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,007	-8	$1,999,835	+15.1%	2.12%
AXP	American Express Co Financial Services	Reduced	5,855	-42	$1,771,020	−18.8%	1.87%
QQQ	Invesco Qqq Trust, Series 1	Added	3,038	+43	$1,753,472	−4.7%	1.86%
JNJ	Johnson & Johnson Healthcare	Reduced	6,069	-63	$1,483,506	+16.9%	1.57%
MA	Mastercard Inc Financial Services	Reduced	2,823	-52	$1,410,540	−14.1%	1.49%
META	Meta Platforms, Inc. Communication Services	Reduced	2,340	-30	$1,338,784	−14.4%	1.42%
V	Visa Inc. Financial Services	Reduced	4,217	-71	$1,274,546	−15.2%	1.35%
LRCX	Lam Research Corp Technology	Reduced	5,698	-327	$1,217,434	+18.0%	1.29%
ABBV	AbbVie Inc. Healthcare	Reduced	5,392	-146	$1,172,706	−7.3%	1.24%
NFLX	Netflix Inc Communication Services	Added	11,122	+223	$1,069,380	+4.6%	1.13%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,095	-52	$1,017,914	−6.0%	1.08%
LLY	ELI LILLY & Co Healthcare	Held	894	0	$822,274	−14.4%	0.87%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,490	-91	$732,379	−20.1%	0.78%
KO	Coca Cola Co Consumer Defensive	Reduced	8,627	-46	$656,083	+8.2%	0.69%
CAT	Caterpillar Inc Industrials	Reduced	901	-17	$638,322	+21.4%	0.68%
QCOM	Qualcomm Inc/De Technology	Added	4,638	+276	$597,281	−19.9%	0.63%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,546	-224	$564,976	+6.3%	0.60%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,521	-22	$546,776	+7.5%	0.58%
RIO	Rio Tinto PLC Basic Materials	Reduced	5,813	-13	$542,294	+16.3%	0.57%
TXN	Texas Instruments Inc Technology	Reduced	2,770	-55	$537,767	+9.7%	0.57%
HON	Honeywell International Inc Industrials	Reduced	2,370	-114	$535,691	+10.5%	0.57%
PH	Parker-Hannifin Corp Industrials	Reduced	598	-1	$535,353	+1.7%	0.57%
IAU	Ishares Gold Trust	Reduced	5,877	-1,292	$518,116	−11.0%	0.55%
AMGN	Amgen Inc Healthcare	Reduced	1,472	-64	$517,923	+3.0%	0.55%
MS	Morgan Stanley Financial Services	Reduced	3,064	-226	$504,242	−13.7%	0.53%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,462	-312	$501,386	−3.9%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,324	+124	$480,118	+4.7%	0.51%
CVX	Chevron Corp Energy	Reduced	2,285	-16	$472,766	+34.8%	0.50%
GS	Goldman Sachs Group Inc Financial Services	Reduced	541	-18	$457,680	−6.9%	0.48%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,156	-6	$429,743	−17.8%	0.45%
ETR	Entergy Corp /De/ Utilities	Reduced	3,710	-8	$416,855	+21.3%	0.44%
MMM	3M Co Industrials	Added	2,790	+1,027	$405,191	+43.6%	0.43%
SCCO	Southern Copper Corp/ Basic Materials	Added	2,320	+30	$399,179	+22.5%	0.42%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,674	-80	$395,532	−6.5%	0.42%
BX	Blackstone Inc. Financial Services	Reduced	3,393	-383	$390,161	−33.0%	0.41%
MCK	Mckesson Corp Healthcare	Reduced	447	-2	$386,815	+5.0%	0.41%
XOM	Exxon Mobil Corp Energy	Reduced	2,221	-108	$376,814	+34.4%	0.40%
MRK	Merck & Co., Inc. Healthcare	Added	3,125	+513	$375,906	+36.7%	0.40%
ADI	Analog Devices Inc Technology	Held	1,147	0	$364,906	+17.3%	0.39%
GLD	Spdr Gold Trust	Reduced	843	-129	$362,734	−5.8%	0.38%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	781	-10	$361,751	−4.8%	0.38%