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Portfolio (Quarterly) Guide ↗

Legacy Advisors, LLC

· CIK 0001720969
13F Portfolio $848M AUM 279 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 72 Added 103 Reduced 28 Exited
Page 13 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ICLR ICON PLC Healthcare 2,200.0 $243K 0.03% $110.66 +23.6%
242 CMI CUMMINS INC Industrials 452.0 $243K 0.03% -14.0 -3.0% $538.02 +24.3%
243 DVY ISHARES TR 1,599.0 $242K 0.03% -325.0 -16.9% $151.41 +2.4%
244 AIG AMERICAN INTL GROUP INC Financial Services 3,183.0 $240K 0.03% -17.0 -0.5% $75.25 -1.1%
245 VLUE ISHARES TR 1,680.0 $239K 0.03% $142.20 +37.8%
246 CRWD CROWDSTRIKE HLDGS INC Technology 612.0 $239K 0.03% -171.0 -21.8% $390.21 +72.0%
247 SO SOUTHERN CO Utilities 2,470.0 $238K 0.03% -215.0 -8.0% $96.52 -4.1%
248 GEM GOLDMAN SACHS ETF TR 5,479.0 $237K 0.03% -456.0 -7.7% $43.20 +20.3%
249 VNQ VANGUARD INDEX FDS 2,646.0 $235K 0.03% -83.0 -3.0% $88.70 +8.9%
250 VEU VANGUARD INTL EQUITY INDEX F 3,116.0 $234K 0.03% $75.10 +11.7%
251 GSEU GOLDMAN SACHS ETF TR 5,170.0 $234K 0.03% $45.20 +7.7%
252 VST VISTRA CORP Utilities 1,527.0 $229K 0.03% NEW $150.28 +6.6%
253 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,342.0 $229K 0.03% -382.0 -14.0% $97.75 +2.4%
254 IWO ISHARES TR 727.0 $228K 0.03% -130.0 -15.2% $313.81 +22.0%
255 DY DYCOM INDS INC Industrials 673.0 $228K 0.03% -6.0 -0.9% $338.82 +58.0%
256 HUBS HUBSPOT INC Technology 933.0 $228K 0.03% +70.0 +8.1% $244.10 -18.6%
257 PRIM PRIMORIS SVCS CORP Industrials 1,564.0 $224K 0.03% NEW $143.14 -11.5%
258 NATL NCR ATLEOS CORPORATION Technology 5,000.0 $218K 0.03% NEW $43.58 +3.9%
259 BWXT BWX TECHNOLOGIES INC Industrials 1,039.0 $212K 0.03% NEW $204.49 -2.6%
260 VGLT VANGUARD SCOTTSDALE FDS 3,829.0 $212K 0.03% +219.0 +6.1% $55.36 -1.0%
Page 13 of 14  ·  279 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 21.4%
Industrials 14.1%
Communication Services 12.3%
Consumer Cyclical 8.9%
Healthcare 7.2%
Energy 3.7%
Consumer Defensive 2.0%
Utilities 1.0%
Basic Materials 0.4%