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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 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ET ENERGY TRANSFER L P Energy 101,747.0 $2.0M 0.23% -7K -6.6% $19.30 +0.4%
22 ABT ABBOTT LABORATORIES Healthcare 18,718.0 $1.9M 0.23% -810.0 -4.2% $102.67 -16.0%
23 IWM ISHARES TR 7,066.0 $1.8M 0.21% -504.0 -6.7% $248.00 +17.9%
24 BAC BANK AMERICA CORP Financial Services 34,730.0 $1.7M 0.20% -615.0 -1.7% $48.75 +4.1%
25 LLY ELI LILLY & CO Healthcare 1,774.0 $1.6M 0.19% -394.0 -18.2% $919.66 +23.0%
26 V VISA INC Financial Services 5,331.0 $1.6M 0.19% -602.0 -10.2% $302.26 +7.3%
27 AMGN AMGEN INC Healthcare 4,395.0 $1.5M 0.18% -63.0 -1.4% $351.82 -4.2%
28 CVX CHEVRON CORPORATION Energy 7,162.0 $1.5M 0.17% -546.0 -7.1% $206.91 -11.5%
29 NFLX NETFLIX INC. Communication Services 15,360.0 $1.5M 0.17% -141.0 -0.9% $96.15 -10.1%
30 ACWX ISHARES TR 21,431.0 $1.5M 0.17% -794.0 -3.6% $68.47 +11.7%
31 MA MASTERCARD INCORPORATED Financial Services 2,698.0 $1.3M 0.16% -256.0 -8.7% $499.61 -1.4%
32 AMAT APPLIED MATLS INC Technology 3,888.0 $1.3M 0.16% -80.0 -2.0% $341.79 +31.2%
33 XLV SELECT SECTOR SPDR TR 8,803.0 $1.3M 0.15% -3K -23.9% $146.62 +2.9%
34 LRCX LAM RESEARCH CORP Technology 5,916.0 $1.3M 0.15% -70.0 -1.2% $213.91 +49.1%
35 GWW WW GRAINGER INC Industrials 1,124.0 $1.2M 0.14% -9.0 -0.8% $1090.81 +14.8%
36 HD HOME DEPOT INC Consumer Cyclical 3,607.0 $1.2M 0.14% -248.0 -6.4% $328.89 -2.6%
37 ORCL ORACLE CORP Technology 7,848.0 $1.2M 0.14% -673.0 -7.9% $147.11 +38.7%
38 DIS DISNEY WALT CO Communication Services 11,873.0 $1.1M 0.14% -560.0 -4.5% $96.38 +7.7%
39 VTWO VANGUARD SCOTTSDALE FDS 11,067.0 $1.1M 0.13% -110.0 -1.0% $100.17 +17.9%
40 CNO CNO FINL GROUP INC Financial Services 26,351.0 $1.1M 0.13% -617.0 -2.3% $41.06 +12.6%
Page 2 of 6  ·  103 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%