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Portfolio (Quarterly) Guide ↗

Legacy Advisors, LLC

· CIK 0001720969
13F Portfolio $931M AUM 288 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 288 New
Page 4 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PNC PNC FINL SVCS GROUP INC Financial Services 9,131.0 $1.9M 0.20% NEW $208.73 +11.7%
62 IWM ISHARES TR 7,570.0 $1.9M 0.20% NEW $246.17 +16.0%
63 APH AMPHENOL CORP NEW Technology 13,585.0 $1.8M 0.20% NEW $135.39 -40.4%
64 ISRG INTUITIVE SURGICAL INC Healthcare 3,238.0 $1.8M 0.20% NEW $566.36 -29.1%
65 ET ENERGY TRANSFER L P Energy 108,912.0 $1.8M 0.19% NEW $16.49 +26.7%
66 XLV SELECT SECTOR SPDR TR 11,566.0 $1.8M 0.19% NEW $154.80 +9.2%
67 EFX EQUIFAX INC Industrials 7,931.0 $1.7M 0.18% NEW $216.97 -26.9%
68 MA MASTERCARD INCORPORATED Financial Services 2,954.0 $1.7M 0.18% NEW $570.85 -0.6%
69 HIMS HIMS & HERS HEALTH INC Healthcare 51,630.0 $1.7M 0.18% NEW $32.47 -9.6%
70 ORCL ORACLE CORP Technology 8,521.0 $1.7M 0.18% NEW $194.91 -23.8%
71 PEP PEPSICO INC Consumer Defensive 11,423.0 $1.7M 0.18% NEW $144.86 -10.5%
72 AXP AMERICAN EXPRESS CO Financial Services 4,387.0 $1.6M 0.17% NEW $369.95 -15.2%
73 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 11,043.0 $1.6M 0.17% NEW $146.58 -21.0%
74 VUG VANGUARD INDEX FDS 3,315.0 $1.6M 0.17% NEW $487.86 -81.3%
75 ITOT ISHARES TR 10,867.0 $1.6M 0.17% NEW $148.69 +13.5%
76 NVR NVR INC Consumer Cyclical 211.0 $1.5M 0.17% NEW $7292.77 -15.1%
77 IWD ISHARES TR 7,257.0 $1.5M 0.16% NEW $210.34 +20.5%
78 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,622.0 $1.5M 0.16% NEW $580.71 -11.0%
79 ACWX ISHARES TR 22,225.0 $1.5M 0.16% NEW $67.13 +15.4%
80 EFA ISHARES TR 15,500.0 $1.5M 0.16% NEW $96.03 +10.5%
Page 4 of 15  ·  288 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 29.2%
Industrials 23.0%
Financial Services 18.7%
Communication Services 9.6%
Consumer Cyclical 8.1%
Healthcare 6.3%
Energy 1.8%
Consumer Defensive 1.6%
Utilities 0.8%
Real Estate 0.4%