Legacy Advisors, LLC
Top Portfolio Positions
194 positions ·
$606,211,496 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 | 39.00% | |
| AAPL |
Apple Inc.
Technology
|
121,995 | $30,961,111 | 5.11% | |
| MTZ |
Mastec Inc
Industrials
|
93,953 | $30,228,438 | 4.99% | |
| SPY |
Spdr S&P 500 ETF Trust
|
39,924 | $25,964,174 | 4.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
29,156 | $16,681,022 | 2.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,777 | $16,326,794 | 2.69% | |
| VERX |
Vertex, Inc.
Technology
|
1,343,779 | $15,977,532 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
61,840 | $12,879,416 | 2.12% | |
| MSFT |
Microsoft Corp
Technology
|
32,547 | $12,047,922 | 1.99% | |
| NVDA |
Nvidia Corp
Technology
|
57,100 | $9,958,240 | 1.64% |
Portfolio Trend
Holdings in FULT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,717,655 | 281,104 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,433,740 | 281,104 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,236,967 | 281,104 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $91,480 | 5,071 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,085,171 | 281,104 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,419,685 | 281,104 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,096,415 | 281,104 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,773,145 | 281,104 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,546,192 | 286,104 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,709,271 | 286,104 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,404,169 | 281,104 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,350,759 | 281,104 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,884,857 | 281,104 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,730,980 | 281,104 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,441,443 | 281,104 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,061,952 | 281,104 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,671,948 | 281,104 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,778,768 | 281,104 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,295,269 | 281,104 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,435,821 | 281,104 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,787,201 | 281,104 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,575,642 | 281,104 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,622,700 | 281,104 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,960,025 | 281,104 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $3,669,009 | 319,322 | Shares | Sole | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||