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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BSV VANGUARD BD INDEX FDS 9,210.0 $722K 0.09% NEW $78.41 -0.5%
2 IXUS ISHARES TR 7,095.0 $615K 0.07% NEW $86.64 +10.5%
3 COWZ PACER FDS TR 4,843.0 $303K 0.04% NEW $62.56 +2.7%
4 MPC MARATHON PETE CORP Energy 1,106.0 $270K 0.03% NEW $244.12 +3.2%
5 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,314.0 $269K 0.03% NEW $204.93 +7.2%
6 PAYX PAYCHEX INC Industrials 2,893.0 $267K 0.03% NEW $92.12 +3.3%
7 AEM AGNICO EAGLE MINES LTD Basic Materials 1,282.0 $260K 0.03% NEW $202.98 -15.1%
8 MAR MARRIOTT INTL INC NEW Consumer Cyclical 747.0 $244K 0.03% NEW $327.07 +17.9%
9 VST VISTRA CORP Utilities 1,527.0 $229K 0.03% NEW $150.28 +5.3%
10 PRIM PRIMORIS SVCS CORP Industrials 1,564.0 $224K 0.03% NEW $143.14 -11.2%
11 NATL NCR ATLEOS CORPORATION Technology 5,000.0 $218K 0.03% NEW $43.58 +3.4%
12 BWXT BWX TECHNOLOGIES INC Industrials 1,039.0 $212K 0.03% NEW $204.49 -2.9%
13 AME AMETEK INC Industrials 985.0 $211K 0.03% NEW $214.36 +3.6%
14 TDY TELEDYNE TECHNOLOGIES INC Technology 332.0 $201K 0.02% NEW $605.01 +2.1%
15 F FORD MTR CO Consumer Cyclical 17,151.0 $198K 0.02% NEW $11.54 +39.5%
16 NCNO NCINO INC Technology 10,515.0 $158K 0.02% NEW $14.98 +7.5%
17 CION CION INVT CORP Financial Services 17,000.0 $116K 0.01% NEW $6.84 -2.0%
18 OWL BLUE OWL CAPITAL INC Financial Services 11,962.0 $109K 0.01% NEW $9.13 +10.4%
19 STLA STELLANTIS N.V Consumer Cyclical 12,274.0 $87K 0.01% NEW $7.09 +13.9%

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%