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 VERX
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,977,532 | 1,343,779 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $26,836,464 | 1,343,839 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $33,312,281 | 1,343,779 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,677,776 | 47,482 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $46,345,502 | 1,323,779 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $74,571,509 | 1,397,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $83,299,363 | 2,163,058 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $77,993,201 | 2,163,473 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $68,735,658 | 2,164,221 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $87,416,824 | 3,244,871 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,635,661 | 200,678 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,912,421 | 200,637 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,560,167 | 365,402 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $815,520 | 56,204 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $825,093 | 60,358 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $679,800 | 60,000 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $920,400 | 60,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $952,200 | 60,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,153,200 | 60,000 | Shares | Sole | 2021-10-13 | |
| No 13F history on record for this holder in this stock. | ||||||