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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 11 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FICO FAIR ISAAC CORP Technology 302.0 $322K 0.04% $1067.54 +21.4%
202 PLTR PALANTIR TECHNOLOGIES INC Technology 2,184.0 $320K 0.04% -68.0 -3.0% $146.30 -2.0%
203 VFC V F CORP Consumer Cyclical 18,799.0 $319K 0.04% +735.0 +4.1% $16.99 +2.5%
204 PPL PPL CORP Utilities 8,261.0 $318K 0.04% -564.0 -6.4% $38.49 -8.2%
205 TM TOYOTA MOTOR CORP Consumer Cyclical 1,530.0 $315K 0.04% $206.09 -6.9%
206 DDOG DATADOG INC Technology 2,664.0 $314K 0.04% $118.05 +90.8%
207 GSIE GOLDMAN SACHS ETF TR 7,283.0 $314K 0.04% -2K -17.9% $43.13 +6.3%
208 TMO THERMO FISHER SCIENTIFIC INC Healthcare 635.0 $312K 0.04% -67.0 -9.5% $492.03 -1.0%
209 COWZ PACER FDS TR 4,843.0 $303K 0.04% NEW $62.56 +3.3%
210 USB US BANCORP Financial Services 5,656.0 $297K 0.04% -107.0 -1.9% $52.53 +4.1%
211 TXN TEXAS INSTRS INC Technology 1,526.0 $296K 0.04% -83.0 -5.2% $194.12 +63.5%
212 UNH UNITEDHEALTH GROUP INC Healthcare 1,087.0 $294K 0.04% -211.0 -16.3% $270.59 +41.9%
213 T AT&T INC Communication Services 10,056.0 $292K 0.03% $28.99 -14.2%
214 IXC ISHARES TR 4,915.0 $283K 0.03% $57.61 -6.7%
215 VT VANGUARD INTL EQUITY INDEX F 1,960.0 $271K 0.03% $138.32 +14.1%
216 KO COCA COLA CO Consumer Defensive 3,535.0 $271K 0.03% -151.0 -4.1% $76.61 +5.0%
217 MPC MARATHON PETE CORP Energy 1,106.0 $270K 0.03% NEW $244.12 +3.0%
218 IXN ISHARES TR 2,700.0 $270K 0.03% $99.97 +41.4%
219 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,314.0 $269K 0.03% NEW $204.93 +7.3%
220 VBR VANGUARD INDEX FDS 1,235.0 $268K 0.03% $217.25 +8.4%
Page 11 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%