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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 4 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES TR 7,066.0 $1.8M 0.21% -504.0 -6.7% $248.00 +17.7%
62 APH AMPHENOL CORP Technology 13,685.0 $1.7M 0.20% +100.0 +0.7% $126.60 +15.9%
63 BAC BANK AMERICA CORP Financial Services 34,730.0 $1.7M 0.20% -615.0 -1.7% $48.75 +4.9%
64 LLY ELI LILLY & CO Healthcare 1,774.0 $1.6M 0.19% -394.0 -18.2% $919.66 +22.6%
65 V VISA INC Financial Services 5,331.0 $1.6M 0.19% -602.0 -10.2% $302.26 +6.5%
66 VTV VANGUARD INDEX FDS 7,979.0 $1.6M 0.18% +1K +16.1% $196.20 +8.1%
67 IWD ISHARES TR 7,257.0 $1.6M 0.18% $213.66 +11.6%
68 ITOT ISHARES TR 10,867.0 $1.5M 0.18% $142.43 +15.8%
69 AMGN AMGEN INC Healthcare 4,395.0 $1.5M 0.18% -63.0 -1.4% $351.82 -5.0%
70 EFA ISHARES TR 15,500.0 $1.5M 0.18% $97.13 +7.9%
71 ISRG INTUITIVE SURGICAL INC Healthcare 3,237.0 $1.5M 0.18% $461.00 -8.6%
72 CVX CHEVRON CORPORATION Energy 7,162.0 $1.5M 0.17% -546.0 -7.1% $206.91 -11.4%
73 NFLX NETFLIX INC. Communication Services 15,360.0 $1.5M 0.17% -141.0 -0.9% $96.15 -10.9%
74 ACWX ISHARES TR 21,431.0 $1.5M 0.17% -794.0 -3.6% $68.47 +11.6%
75 EFX EQUIFAX INC Industrials 8,041.0 $1.4M 0.17% +110.0 +1.4% $180.06 -8.3%
76 IJH ISHARES TR 21,044.0 $1.4M 0.17% +308.0 +1.5% $67.53 +10.3%
77 NSC NORFOLK SOUTHN CORP Industrials 4,894.0 $1.4M 0.17% $287.00 +8.2%
78 NVR NVR INC Consumer Cyclical 212.0 $1.4M 0.17% $6589.83 -7.4%
79 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 11,039.0 $1.4M 0.16% $125.46 -0.3%
80 VTEB VANGUARD MUN BD FDS 27,718.0 $1.4M 0.16% +3K +12.0% $49.89 +0.7%
Page 4 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%