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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 10 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,315.0 $398K 0.05% $92.31 -4.2%
182 IBM INTERNATIONAL BUSINESS MACHS Technology 1,640.0 $397K 0.05% -1K -41.2% $242.36 +8.2%
183 OKLO OKLO INC Utilities 7,970.0 $395K 0.05% $49.59 +37.2%
184 IGM ISHARES TR 3,300.0 $391K 0.05% $118.51 +37.5%
185 LIN LINDE PLC Basic Materials 788.0 $391K 0.05% +27.0 +3.5% $495.76 +1.1%
186 KLAC KLA CORP Technology 262.0 $386K 0.04% -29.0 -10.0% $1472.42 +30.9%
187 IYM ISHARES TR 2,189.0 $385K 0.04% $175.91 +5.4%
188 NVS NOVARTIS AG Healthcare 2,507.0 $383K 0.04% -17.0 -0.7% $152.75 -1.2%
189 BN BROOKFIELD CORP Financial Services 9,255.0 $374K 0.04% +271.0 +3.0% $40.43 +14.2%
190 DFAS DIMENSIONAL ETF TRUST 5,138.0 $365K 0.04% $71.13 +11.0%
191 GIGB GOLDMAN SACHS ETF TR 7,835.0 $359K 0.04% +74.0 +0.9% $45.80 +0.3%
192 ZS ZSCALER INC Technology 2,544.0 $357K 0.04% -57.0 -2.2% $140.29 -6.5%
193 DHR DANAHER CORP DEL Healthcare 1,871.0 $356K 0.04% -519.0 -21.7% $190.01 -5.2%
194 CAH CARDINAL HEALTH INC Healthcare 1,651.0 $349K 0.04% +400.0 +32.0% $211.31 -6.2%
195 SCHX SCHWAB STRATEGIC TR 13,213.0 $339K 0.04% $25.64 +15.8%
196 QGRW WISDOMTREE TR 6,225.0 $333K 0.04% $53.43 +25.8%
197 TMUS T-MOBILE US INC Communication Services 1,570.0 $330K 0.04% +392.0 +33.3% $210.03 -10.0%
198 CME CME GROUP INC Financial Services 1,116.0 $330K 0.04% $295.35 -5.5%
199 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,196.0 $329K 0.04% +107.0 +5.1% $149.97 -4.9%
200 PANW PALO ALTO NETWORKS INC Technology 2,035.0 $326K 0.04% -185.0 -8.3% $160.32 +61.0%
Page 10 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%