Portfolio (Quarterly)
Guide ↗
Legacy Advisors, LLC
· CIK 0001720969| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | Industrials | 10,670.0 | $76K | 0.01% | NEW | — | $7.16 | -10.8% |
| 282 | PPSI | PIONEER PWR SOLUTIONS INC | Industrials | 16,025.0 | $76K | 0.01% | NEW | — | $4.73 | +24.2% |
| 283 | — | INTENSITY THERAPEUTICS INC | — | 153,447.0 | $63K | 0.01% | NEW | — | $0.41 | — |
| 284 | WIT | WIPRO LTD | Technology | 21,066.0 | $60K | 0.01% | NEW | — | $2.84 | -18.0% |
| 285 | SANG | SANGOMA TECHNOLOGIES CORP | Technology | 10,000.0 | $50K | 0.01% | NEW | — | $5.03 | -25.4% |
| 286 | NPWR | NET POWER INC | Industrials | 16,393.0 | $37K | 0.00% | NEW | — | $2.28 | -13.2% |
| 287 | SEED | ORIGIN AGRITECH LIMITED | Basic Materials | 20,771.0 | $23K | 0.00% | NEW | — | $1.11 | +2.7% |
| 288 | — | NINE ENERGY SERVICE INC | — | 29,042.0 | $10K | 0.00% | NEW | — | $0.35 | — |
① 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%
Industrials
22.4%
Financial Services
18.3%
Communication Services
11.2%
Consumer Cyclical
7.9%
Healthcare
6.2%
Energy
2.5%
Consumer Defensive
1.6%
Utilities
0.8%
Real Estate
0.4%