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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 6 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CNO CNO FINL GROUP INC Financial Services 26,351.0 $1.1M 0.13% -617.0 -2.3% $41.06 +12.6%
102 JAAA JANUS DETROIT STR TR 21,280.0 $1.1M 0.13% +985.0 +4.8% $50.57 +0.3%
103 HIMS HIMS & HERS HEALTH INC Healthcare 51,615.0 $1.1M 0.13% $20.76 +23.8%
104 GE GE AEROSPACE Industrials 3,625.0 $1.0M 0.12% +475.0 +15.1% $284.20 +12.6%
105 WMT WALMART INC Consumer Defensive 7,998.0 $996K 0.12% +127.0 +1.6% $124.53 -5.3%
106 NJR NEW JERSEY RES CORP Utilities 17,873.0 $990K 0.12% $55.40 +1.1%
107 PG PROCTER & GAMBLE CO Consumer Defensive 6,853.0 $990K 0.12% -342.0 -4.8% $144.44 +1.4%
108 WTM WHITE MTNS INS GROUP LTD Financial Services 450.0 $989K 0.12% $2196.96 -5.0%
109 MRK MERCK & CO INC Healthcare 8,084.0 $979K 0.12% $121.14 -1.2%
110 CMCSA COMCAST CORP NEW Communication Services 33,864.0 $972K 0.12% +763.0 +2.3% $28.71 -12.6%
111 GCOR GOLDMAN SACHS ETF TR 23,137.0 $956K 0.11% +235.0 +1.0% $41.32 -0.4%
112 VGT VANGUARD WORLD FD 1,358.0 $947K 0.11% $697.64 -82.9%
113 USEP INNOVATOR ETFS TRUST 24,215.0 $936K 0.11% -8K -24.2% $38.67 +6.4%
114 ACGL ARCH CAP GROUP LTD Financial Services 9,753.0 $936K 0.11% +202.0 +2.1% $95.99 -4.8%
115 ASML ASML HLDG NV Technology 707.0 $934K 0.11% -15.0 -2.1% $1320.83 +22.5%
116 PM PHILIP MORRIS INTL INC Consumer Defensive 5,509.0 $919K 0.11% +430.0 +8.5% $166.76 +7.8%
117 EQIX EQUINIX INC Real Estate 923.0 $905K 0.11% +14.0 +1.5% $980.25 +10.0%
118 VIG VANGUARD SPECIALIZED FUNDS 4,108.0 $883K 0.10% +2K +63.0% $215.06 +8.8%
119 CMPR CIMPRESS PLC Communication Services 11,888.0 $868K 0.10% $73.00 +40.0%
120 ULTA ULTA BEAUTY INC Consumer Cyclical 1,542.0 $806K 0.10% $522.71 -0.5%
Page 6 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%