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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 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 5,120.0 $2.2M 0.26% +2K +54.5% $436.79 -79.6%
22 APH AMPHENOL CORP Technology 13,685.0 $1.7M 0.20% +100.0 +0.7% $126.60 +16.2%
23 VTV VANGUARD INDEX FDS 7,979.0 $1.6M 0.18% +1K +16.1% $196.20 +7.9%
24 EFX EQUIFAX INC Industrials 8,041.0 $1.4M 0.17% +110.0 +1.4% $180.06 -9.2%
25 IJH ISHARES TR 21,044.0 $1.4M 0.17% +308.0 +1.5% $67.53 +10.3%
26 VTEB VANGUARD MUN BD FDS 27,718.0 $1.4M 0.16% +3K +12.0% $49.89 +0.8%
27 IBIT ISHARES BITCOIN TRUST ETF Financial Services 34,105.0 $1.3M 0.15% +9K +35.6% $38.42 +8.1%
28 BND VANGUARD BD INDEX FDS 16,441.0 $1.2M 0.14% +6K +61.4% $73.64 -0.3%
29 JAAA JANUS DETROIT STR TR 21,280.0 $1.1M 0.13% +985.0 +4.8% $50.57 +0.3%
30 GE GE AEROSPACE Industrials 3,625.0 $1.0M 0.12% +475.0 +15.1% $284.20 +13.2%
31 WMT WALMART INC Consumer Defensive 7,998.0 $996K 0.12% +127.0 +1.6% $124.53 -4.6%
32 CMCSA COMCAST CORP NEW Communication Services 33,864.0 $972K 0.12% +763.0 +2.3% $28.71 -12.6%
33 GCOR GOLDMAN SACHS ETF TR 23,137.0 $956K 0.11% +235.0 +1.0% $41.32 -0.4%
34 ACGL ARCH CAP GROUP LTD Financial Services 9,753.0 $936K 0.11% +202.0 +2.1% $95.99 -5.2%
35 PM PHILIP MORRIS INTL INC Consumer Defensive 5,509.0 $919K 0.11% +430.0 +8.5% $166.76 +7.1%
36 EQIX EQUINIX INC Real Estate 923.0 $905K 0.11% +14.0 +1.5% $980.25 +9.3%
37 VIG VANGUARD SPECIALIZED FUNDS 4,108.0 $883K 0.10% +2K +63.0% $215.06 +8.8%
38 PFE PFIZER INC Healthcare 26,878.0 $755K 0.09% +2K +9.9% $28.08 -6.8%
39 TJX TJX COS INC NEW Consumer Cyclical 4,566.0 $729K 0.09% +340.0 +8.1% $159.70 -3.0%
40 RSP INVESCO EXCHANGE TRADED FD T 3,703.0 $711K 0.08% +960.0 +35.0% $191.92 +8.6%
Page 2 of 4  ·  72 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%