Legacy Advisors, LLC
CIK: 0001720969SEC EDGAR →
Portfolio Value
$1.0M
Holdings
288
As of
Q4 2025
New Positions
249
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GMO ETF TRUST | 3,493,784 | $134K | 13.40% |
| 2 | MASTEC INC | 380,708 | $83K | 8.25% |
| 3 | INTENSITY THERAPEUTICS INC | 153,447 | $62K | 6.18% |
| 4 | ISHARES TR | 59,494 | $41K | 4.06% |
| 5 | APPLE INC | 126,601 | $34K | 3.43% |
| 6 | ISHARES TR | 89,307 | $33K | 3.33% |
| 7 | ISHARES TR | 270,302 | $32K | 3.24% |
| 8 | SPDR S&P 500 ETF TR | 39,879 | $27K | 2.71% |
| 9 | VERTEX INC | 1,343,839 | $27K | 2.68% |
| 10 | ADVISORS INNER CIRCLE FD III | 835,454 | $21K | 2.06% |
Quarterly Changes
New Positions (45)
$62K · 153K shares
$10K · 9.8M shares
$10K · 116K shares
$6K · 14K shares
$1K · 32K shares
$1K · 25K shares
$1K · 25K shares
$1K · 24K shares
$428 · 1K shares
$420 · 3K shares
$415 · 5K shares
$407 · 702 shares
$400 · 6K shares
$357 · 5K shares
$347 · 3K shares
$325 · 1K shares
$309 · 5K shares
$298 · 5K shares
$276 · 4K shares
$276 · 2K shares
$264 · 5K shares
$252 · 25K shares
$249 · 10K shares
$242 · 4K shares
$239 · 891 shares
$237 · 466 shares
$236 · 2K shares
$234 · 3K shares
$229 · 3K shares
$229 · 679 shares
$225 · 2K shares
$225 · 1K shares
$224 · 716 shares
$214 · 2K shares
$212 · 242 shares
$211 · 2K shares
$210 · 2K shares
$208 · 195 shares
$208 · 363 shares
$201 · 3K shares
$200 · 1K shares
$200 · 830 shares
$148 · 12K shares
$130 · 15K shares
$59 · 21K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 121 | $510K | 50.8% |
| Technology | 46 | $146K | 14.6% |
| Industrials | 26 | $107K | 10.7% |
| Healthcare | 23 | $91K | 9.1% |
| Communication Services | 11 | $53K | 5.3% |
| Unknown | 14 | $37K | 3.6% |
| Consumer Cyclical | 15 | $34K | 3.4% |
| Energy | 8 | $12K | 1.2% |
| Consumer Defensive | 9 | $7K | 0.7% |
| Utilities | 9 | $4K | 0.4% |
| Basic Materials | 4 | $1K | 0.1% |
| Real Estate | 2 | $1K | 0.1% |