Legacy Advisors, LLC
Top Portfolio Positions
196 positions ·
$618,361,175 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMTM |
Amentum Holdings, Inc.
Industrials
|
9,064,278 | $236,396,370 | 38.23% | |
| AAPL |
Apple Inc.
Technology
|
121,995 | $30,961,111 | 5.01% | |
| MTZ |
Mastec Inc
Industrials
|
93,953 | $30,228,438 | 4.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
39,924 | $25,964,174 | 4.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
29,156 | $16,681,022 | 2.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,777 | $16,326,794 | 2.64% | |
| VERX |
Vertex, Inc.
Technology
|
1,343,779 | $15,977,532 | 2.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
61,840 | $12,879,416 | 2.08% | |
| MSFT |
Microsoft Corp
Technology
|
32,547 | $12,047,922 | 1.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
23,291 | $11,161,047 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BSY
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,824,694 | 194,325 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,403,475 | 193,986 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,987,017 | 193,998 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $564,418 | 10,458 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,616,184 | 193,599 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,021,599 | 193,182 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,803,840 | 192,951 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,513,448 | 192,736 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,143,003 | 194,236 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,124,381 | 194,028 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,793,539 | 195,246 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,577,181 | 195,043 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,400,847 | 195,414 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $7,214,924 | 195,209 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,967,007 | 195,064 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,322,769 | 219,903 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $9,733,163 | 220,307 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $10,673,632 | 220,849 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,491,611 | 222,487 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $14,203,338 | 219,255 | Shares | Sole | 2021-07-13 | |
| No 13F history on record for this holder in this stock. | ||||||