Legacy Advisors, LLC
CIK
1720969
City
PLYMOUTH MEETING
State / Country
PA
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 NML
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $525,500 | 50,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $425,000 | 50,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $436,000 | 50,000 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||