Legacy Advisors, LLC
Top Portfolio Positions
196 positions ·
$618,181,977 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 | 38.24% | |
| 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 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NNE
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,095,843 | 53,508 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,284,727 | 53,508 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,063,268 | 53,508 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,415,821 | 53,508 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,244,750 | 50,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $720,500 | 50,000 | Shares | Sole | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||