Legacy Edge Advisors, LLC

CIK

2105396

Location

SYOSSET, NY

Portfolio Value

Small $124,956,304

Diversification

Diversified

Filing Date

Global Rank

#5,465 / 8,517 ▲ 464

Top Industry

Semiconductors 13.8%

3Y Alpha vs SPY

+16.7%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical 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

+20.0%

SPY

+13.9%

Annualised alpha

+14.4%

Max drawdown

−9.3%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.2%

−1.9 pts

Top 5

43.5%

−0.7 pts

Top 10

57.4%

−1.3 pts

HHI

474

Diversified−26

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.8%	$43,484,565	17
Unclassified	21.7%	$27,141,381	13
Financial Services	11.7%	$14,636,256	14
Communication Services	10.1%	$12,577,089	5
Healthcare	5.9%	$7,370,565	11
Consumer Cyclical	5.4%	$6,688,194	5
Consumer Defensive	4.2%	$5,194,226	8
Industrials	3.5%	$4,432,611	11
Basic Materials	1.3%	$1,625,074	5
Energy	0.7%	$905,636	3
Utilities	0.7%	$900,707	3

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
GOOGL	Alphabet Inc.	+4,779	27,603	$9,826,136
AAPL	Apple Inc.	+3,428	43,351	$12,544,045
MS	Morgan Stanley	+2,600	5,664	$1,184,002
NFLX	Netflix Inc	+1,092	12,214	$872,079
MRK	Merck & Co., Inc.	+975	4,100	$526,850
V	Visa Inc.	+696	4,913	$1,685,601
ABT	Abbott Laboratories	+532	3,588	$325,575
QQQ	Invesco Qqq Trust, Series 1	+529	3,567	$2,626,738
COST	Costco Wholesale Corp /New	+407	2,414	$2,258,224
PFE	Pfizer Inc	+388	12,025	$289,562
VIG	Vanguard Dividend Appreciation ETF	+373	2,638	$624,203
VXF	Vanguard Extended Market ETF	+373	2,445	$601,983
VZ	Verizon Communications Inc	+300	5,978	$253,108
SPY	Spdr S&P 500 ETF Trust	+286	16,685	$12,459,857
BRK-B	Berkshire Hathaway Inc	+280	5,598	$2,801,183
IBB	iShares Biotechnology ETF	+253	4,844	$921,280
COP	Conocophillips	+170	2,121	$220,499
PG	PROCTER & GAMBLE Co	+143	3,467	$508,400
KO	Coca Cola Co	+142	8,769	$712,656
VB	Vanguard Morningstar Small-Cap ETF	+117	10,056	$3,048,174
MDLZ	Mondelez International, Inc.	+98	4,692	$271,385
META	Meta Platforms, Inc.	+64	2,404	$1,354,149
XOM	ExxonMobil Holdings Corp	+49	2,270	$310,354
CL	Colgate Palmolive Co	+40	2,749	$252,028
TRV	Travelers Companies, Inc.	+30	989	$326,488
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	−1,721	5,460	$287,851
HON	Honeywell International Inc	−1,225	1,145	$256,365
INTC	Intel Corp	−982	5,946	$830,239
NVDA	Nvidia Corp	−804	33,910	$6,785,051
GLD	Spdr Gold Trust	−225	618	$227,658
WMT	Walmart Inc.	−214	4,332	$490,642
CSCO	Cisco Systems, Inc.	−210	6,252	$734,359
DIS	Walt Disney Co	−162	2,822	$271,617
AVGO	Broadcom Inc.	−151	8,533	$3,223,340
AMZN	Amazon Com Inc	−135	18,840	$4,490,325
VEA	Vanguard FTSE Developed Markets ETF	−130	52,716	$3,756,015
JNJ	Johnson & Johnson	−125	5,944	$1,509,597
MA	Mastercard Inc	−118	2,705	$1,389,288
IAU	Ishares Gold Trust	−112	5,765	$435,315
LRCX	Lam Research Corp	−105	5,593	$2,423,614
MMM	3M Co	−94	2,696	$436,509
RTX	RTX Corp	−73	1,775	$336,770
AXP	American Express Co	−64	5,791	$1,958,805
JPM	Jpmorgan Chase & Co	−63	8,830	$2,890,323
TSLA	Tesla, Inc.	−53	1,103	$463,921
AMAT	Applied Materials Inc /De	−51	687	$496,701
BX	Blackstone Inc.	−45	3,348	$393,959
AMGN	Amgen Inc	−38	1,434	$519,280
ORCL	Oracle Corp	−37	2,324	$340,582
MSFT	Microsoft Corp	−36	34,028	$12,693,124
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	73,495	$1,527,961
AMD	Advanced Micro Devices Inc	590	$342,736
C	Citigroup Inc	2,057	$287,897
NKE	NIKE, Inc.	6,907	$283,532
ELV	Elevance Health, Inc.	669	$258,722
HONA	Honeywell Aerospace Inc.	1,145	$253,136
CARR	CARRIER GLOBAL Corp	3,428	$251,443
DAL	Delta Air Lines, Inc.	2,500	$234,150
BNY	Bank of New York Mellon Corp	1,542	$222,988
BFLX	Cann American Corp.	8,445	$216,360
MU	Micron Technology Inc	187	$215,852
FCX	Freeport-Mcmoran Inc	3,302	$207,662
STX	Seagate Technology Holdings plc	213	$205,545
KLAC	Kla Corp	680	$205,162
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
NOC	Northrop Grumman Corp /De/	388	$264,709
CRM	Salesforce, Inc.	1,355	$252,937
ZTS	Zoetis Inc.	1,885	$222,825
SLV	iShares Silver Trust	3,212	$218,865
TJX	Tjx Companies Inc /De/	1,256	$200,583
NG	Novagold Resources Inc	11,500	$103,270
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

95 tracked positions · $124,956,304 total · filing declares 239 positions · $1,088,555,810 · as of Jun 30, 2026

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

Showing 1–50 of 95 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	34,028	-36	$12,693,124	+0.7%	10.16%
AAPL	Apple Inc. Technology	Added	43,351	+3,428	$12,544,045	+23.8%	10.04%
SPY	Spdr S&P 500 ETF Trust	Added	16,685	+286	$12,459,857	+16.8%	9.97%
GOOGL	Alphabet Inc. Communication Services	Added	27,603	+4,779	$9,826,136	+49.8%	7.86%
NVDA	Nvidia Corp Technology	Reduced	33,910	-804	$6,785,051	+12.1%	5.43%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,840	-135	$4,490,325	+13.6%	3.59%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	52,716	-130	$3,756,015	+10.9%	3.01%
AVGO	Broadcom Inc. Technology	Reduced	8,533	-151	$3,223,340	+19.9%	2.58%
VB	Vanguard Morningstar Small-Cap ETF	Added	10,056	+117	$3,048,174	+17.1%	2.44%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,830	-63	$2,890,323	+10.5%	2.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,598	+280	$2,801,183	+9.9%	2.24%
QQQ	Invesco Qqq Trust, Series 1	Added	3,567	+529	$2,626,738	+49.8%	2.10%
LRCX	Lam Research Corp Technology	Reduced	5,593	-105	$2,423,614	+99.1%	1.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,414	+407	$2,258,224	+12.9%	1.81%
AXP	American Express Co Financial Services	Reduced	5,791	-64	$1,958,805	+10.6%	1.57%
V	Visa Inc. Financial Services	Added	4,913	+696	$1,685,601	+32.3%	1.35%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	NEW	73,495	NEW	$1,527,961	NEW	1.22%
JNJ	Johnson & Johnson Healthcare	Reduced	5,944	-125	$1,509,597	+1.8%	1.21%
MA	Mastercard Inc Financial Services	Reduced	2,705	-118	$1,389,288	−1.5%	1.11%
ABBV	AbbVie Inc. Healthcare	Reduced	5,386	-6	$1,355,333	+15.6%	1.08%
META	Meta Platforms, Inc. Communication Services	Added	2,404	+64	$1,354,149	+1.1%	1.08%
MS	Morgan Stanley Financial Services	Added	5,664	+2,600	$1,184,002	+134.8%	0.95%
LLY	ELI LILLY & Co Healthcare	Added	921	+27	$1,104,675	+34.3%	0.88%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,066	-29	$1,081,316	+6.2%	0.87%
CAT	Caterpillar Inc Industrials	Reduced	873	-28	$929,657	+45.6%	0.74%
IBB	iShares Biotechnology ETF	Added	4,844	+253	$921,280	+18.8%	0.74%
NFLX	Netflix Inc Communication Services	Added	12,214	+1,092	$872,079	−18.5%	0.70%
QCOM	Qualcomm Inc/De Technology	Reduced	4,620	-18	$853,729	+42.9%	0.68%
INTC	Intel Corp Technology	Reduced	5,946	-982	$830,239	+171.6%	0.66%
TXN	Texas Instruments Inc Technology	Reduced	2,767	-3	$824,759	+53.4%	0.66%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,477	-13	$740,508	+1.1%	0.59%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,252	-210	$734,359	+46.5%	0.59%
KO	Coca Cola Co Consumer Defensive	Added	8,769	+142	$712,656	+8.6%	0.57%
VIG	Vanguard Dividend Appreciation ETF	Added	2,638	+373	$624,203	+28.1%	0.50%
VXF	Vanguard Extended Market ETF	Added	2,445	+373	$601,983	+41.2%	0.48%
PH	Parker-Hannifin Corp Industrials	Held	598	0	$584,915	+9.3%	0.47%
RIO	Rio Tinto PLC Basic Materials	Held	5,813	0	$551,828	+1.8%	0.44%
GS	Goldman Sachs Group Inc Financial Services	Reduced	526	-15	$531,980	+16.2%	0.43%
MRK	Merck & Co., Inc. Healthcare	Added	4,100	+975	$526,850	+40.2%	0.42%
AMGN	Amgen Inc Healthcare	Reduced	1,434	-38	$519,280	+0.3%	0.42%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,467	+143	$508,400	+5.9%	0.41%
AMAT	Applied Materials Inc /De Technology	Reduced	687	-51	$496,701	+96.9%	0.40%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,332	-214	$490,642	−13.2%	0.39%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,517	-4	$476,201	−12.9%	0.38%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,103	-53	$463,921	+8.0%	0.37%
ADI	Analog Devices Inc Technology	Held	1,147	0	$455,553	+24.8%	0.36%
GE	General Electric Co Industrials	Held	1,191	0	$445,112	+31.7%	0.36%
MMM	3M Co Industrials	Reduced	2,696	-94	$436,509	+7.7%	0.35%
IAU	Ishares Gold Trust	Reduced	5,765	-112	$435,315	−16.0%	0.35%
ETR	Entergy Corp /De/ Utilities	Held	3,710	0	$426,130	+2.2%	0.34%

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.