Legacy Advisors, LLC

13F filer · CIK 0001720969

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$1.07BU.S. long equity reported on 13F

Positions24855 new · 10 closed

Net flow last quarter+$69.1MBuys minus sells

Top 10 positions weight35.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026248 positions
QLTYQuality Distribution Inc	$143M	13.36%	12.21%	-2.8%	Q2 2025
MTZMastec Inc	$51.7M	4.83%	0.16%	+32.2%	Q1 2022
AAPLApple Inc.	$43.3M	4.05%	0.00%	+22.8%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$31.6M	2.95%	Not reported	+5.9%	Q4 2016
GOOGLAlphabet Inc.	$23.7M	2.21%	0.00%	+16.7%	Q4 2016
METAMeta Platforms, Inc.	$19M	1.77%	Not reported	+15.5%	Q3 2017
AMZNAmazon Com Inc	$17.6M	1.64%	0.00%	+19.4%	Q4 2016
VERXVertex, Inc.	$15.4M	1.44%	5.10%	0.0%	Q3 2021
NVDANvidia Corp	$14.9M	1.39%	0.00%	+30.6%	Q3 2017
MSFTMicrosoft Corp	$14M	1.31%	0.00%	+15.7%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$12.5M	1.17%	Not reported	+0.6%	Q2 2018
BRK.BBerkshire Hathaway Inc	$12.1M	1.13%	Not reported	+3.5%	Q3 2017
MDYSPDR S&P Midcap 400 ETF Trust	$11.2M	1.05%	Not reported	0.0%	Q4 2016
GOOGAlphabet Inc.	$9.63M	0.90%	Not reported	+1.3%	Q4 2016
JNJJohnson & Johnson	$9.38M	0.88%	0.00%	+4.5%	Q4 2016
AMTMAmentum Holdings, Inc.	$9.07M	0.85%	3.71%	0.0%	Q4 2025
UBERUber Technologies, Inc	$7.86M	0.73%	0.01%	+8.9%	Q2 2019
MUMicron Technology Inc	$7.14M	0.67%	0.00%	+335.1%	Q3 2018
FULTFulton Financial Corp	$6.8M	0.64%	0.15%	Not reported	Q4 2016
TSLATesla, Inc.	$6.22M	0.58%	0.00%	+3.9%	Q2 2017
JPMJPMorgan Chase & Co	$6.15M	0.57%	0.00%	+12.1%	Q4 2016
BSYBentley Systems Inc	$5.82M	0.54%	Not reported	+0.1%	Q2 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.51M	0.51%	Not reported	Not reported	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.74M	0.44%	0.00%	+3.7%	Q4 2022
RBLXRoblox Corp	$4.66M	0.43%	0.01%	-1.7%	Q2 2021
EPDEnterprise Products Partners L.P.	$4.38M	0.41%	0.01%	+0.7%	Q4 2016
ABBVAbbVie Inc.	$4.16M	0.39%	0.00%	+8.7%	Q3 2017
AVGOBroadcom Inc.	$3.89M	0.36%	0.00%	+28.3%	Q3 2017
MCDMcdonalds Corp	$3.88M	0.36%	0.00%	+8.0%	Q4 2016
APHAmphenol Corp	$3.35M	0.31%	0.00%	+39.0%	Q2 2019
MELIMercadolibre Inc	$3.19M	0.30%	0.00%	-0.1%	Q2 2018
AMATApplied Materials Inc	$2.88M	0.27%	0.00%	+2.4%	Q3 2017
GLDSPDR Gold Trust	$2.75M	0.26%	0.00%	-4.3%	Q4 2016
LRCXLam Research Corp	$2.71M	0.25%	0.00%	+5.8%	Q3 2017
LLYELI LILLY & Co	$2.58M	0.24%	0.00%	+21.3%	Q4 2016
BACBank of America Corp	$2.57M	0.24%	0.00%	+29.9%	Q4 2016
HDHome Depot, Inc.	$2.41M	0.23%	0.00%	+89.8%	Q3 2017
PNCPNC Financial Services Group, Inc.	$2.31M	0.22%	0.00%	+3.0%	Q4 2016
ASMLAsml Holding NV	$2.24M	0.21%	0.00%	+59.3%	Q4 2017
WMBWilliams Companies, Inc.	$2.14M	0.20%	0.00%	-9.2%	Q4 2016
VVisa Inc.	$2.09M	0.20%	0.00%	+14.2%	Q3 2017
COSTCostco Wholesale Corp	$2.04M	0.19%	0.00%	+2.1%	Q3 2017
AXPAmerican Express Co	$2.04M	0.19%	0.00%	+37.2%	Q4 2016
PEPPepsico Inc	$2.04M	0.19%	0.00%	+32.0%	Q4 2016
AMDAdvanced Micro Devices Inc	$2.02M	0.19%	0.00%	+22.2%	Q2 2023
ETEnergy Transfer LP	$1.95M	0.18%	0.00%	Not reported	Q4 2018
HIMSHims & Hers Health, Inc.	$1.79M	0.17%	Not reported	-0.1%	Q1 2022
DISWalt Disney Co	$1.78M	0.17%	0.00%	+55.6%	Q4 2016
ABTAbbott Laboratories	$1.7M	0.16%	0.00%	-0.1%	Q4 2016
MRVLMarvell Technology, Inc.	$1.69M	0.16%	0.00%	+20.4%	Q2 2024

Q1 2026Reported May 5, 2026202 positions
QLTYQuality Distribution Inc	$128M	15.08%	12.56%	+1.0%	Q2 2025
AAPLApple Inc.	$31M	3.65%	0.00%	-3.6%	Q4 2016
MTZMastec Inc	$30.2M	3.56%	0.12%	-75.3%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$26M	3.06%	Not reported	+0.1%	Q4 2016
METAMeta Platforms, Inc.	$16.7M	1.97%	Not reported	+0.1%	Q3 2017
GOOGLAlphabet Inc.	$16.3M	1.92%	0.00%	-3.7%	Q4 2016
VERXVertex, Inc.	$16M	1.88%	5.10%	0.0%	Q3 2021
AMZNAmazon Com Inc	$12.9M	1.52%	0.00%	-0.3%	Q4 2016
MSFTMicrosoft Corp	$12M	1.42%	0.00%	+2.6%	Q4 2016
BRK.BBerkshire Hathaway Inc	$11.2M	1.32%	Not reported	-1.8%	Q3 2017
NVDANvidia Corp	$9.96M	1.17%	0.00%	-2.6%	Q3 2017
MDYSPDR S&P Midcap 400 ETF Trust	$9.83M	1.16%	Not reported	+0.1%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$9.73M	1.15%	Not reported	+2.2%	Q2 2018
AMTMAmentum Holdings, Inc.	$9.06M	1.07%	3.72%	-7.6%	Q4 2025
JNJJohnson & Johnson	$8.64M	1.02%	0.00%	+4.9%	Q4 2016
GOOGAlphabet Inc.	$7.71M	0.91%	Not reported	-0.6%	Q4 2016
UBERUber Technologies, Inc	$7.19M	0.85%	0.00%	-0.1%	Q2 2019
BSYBentley Systems Inc	$6.82M	0.80%	Not reported	+0.2%	Q2 2021
FULTFulton Financial Corp	$5.72M	0.67%	0.16%	Not reported	Q4 2016
TSLATesla, Inc.	$5.3M	0.62%	0.00%	+3.6%	Q2 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.16M	0.61%	Not reported	+1.3%	Q4 2017
JPMJPMorgan Chase & Co	$4.94M	0.58%	0.00%	-4.2%	Q4 2016
RBLXRoblox Corp	$4.93M	0.58%	0.01%	+1.0%	Q2 2021
EPDEnterprise Products Partners L.P.	$4.47M	0.53%	0.01%	+0.7%	Q4 2016
MCDMcdonalds Corp	$4.13M	0.49%	0.00%	-0.8%	Q4 2016
GLDSPDR Gold Trust	$3.35M	0.39%	0.00%	0.0%	Q4 2016
ABBVAbbVie Inc.	$3.31M	0.39%	0.00%	-2.7%	Q3 2017
MELIMercadolibre Inc	$3.26M	0.38%	0.00%	+0.8%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.23M	0.38%	0.00%	+5.3%	Q4 2022
XOMExxonMobil Holdings Corp	$3.12M	0.37%	0.00%	-1.0%	Q4 2016
AVGOBroadcom Inc.	$2.48M	0.29%	0.00%	+7.0%	Q3 2017
WMBWilliams Companies, Inc.	$2.3M	0.27%	0.00%	-14.0%	Q4 2016
COSTCostco Wholesale Corp	$2.13M	0.25%	0.00%	-4.0%	Q3 2017
HCAHCA Healthcare, Inc.	$1.96M	0.23%	0.00%	-0.5%	Q3 2024
ETEnergy Transfer LP	$1.96M	0.23%	0.00%	-6.6%	Q4 2018
ABTAbbott Laboratories	$1.92M	0.23%	0.00%	-4.2%	Q4 2016
PNCPNC Financial Services Group, Inc.	$1.9M	0.22%	0.00%	-0.3%	Q4 2016
PEPPepsico Inc	$1.77M	0.21%	0.00%	-0.2%	Q4 2016
APHAmphenol Corp	$1.73M	0.20%	0.00%	+0.7%	Q2 2019
BACBank of America Corp	$1.69M	0.20%	0.00%	-1.7%	Q4 2016
LLYELI LILLY & Co	$1.63M	0.19%	0.00%	-18.2%	Q4 2016
VVisa Inc.	$1.61M	0.19%	0.00%	-10.2%	Q3 2017
AMGNAmgen Inc	$1.55M	0.18%	0.00%	-1.4%	Q4 2016
ISRGIntuitive Surgical Inc	$1.49M	0.18%	0.00%	0.0%	Q1 2024
CVXChevron Corp	$1.48M	0.17%	0.00%	-7.1%	Q4 2016
NFLXNetflix Inc	$1.48M	0.17%	0.00%	-0.9%	Q4 2016
EFXEquifax Inc	$1.45M	0.17%	0.01%	+1.4%	Q4 2016
NSCNorfolk Southern Corp	$1.4M	0.17%	0.00%	-0.2%	Q2 2023
NVRNVR Inc	$1.4M	0.16%	0.01%	+0.5%	Q3 2024
BABAAlibaba Group Holding Ltd	$1.38M	0.16%	0.00%	0.0%	Q3 2017

Q4 2025Reported Jan 27, 2026205 positions
QLTYQuality Distribution Inc	$134M	14.43%	12.44%	+11.1%	Q2 2025
MTZMastec Inc	$82.8M	8.89%	0.48%	Not reported	Q1 2022
AAPLApple Inc.	$34.4M	3.70%	0.00%	+8.0%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$27.2M	2.92%	Not reported	+0.5%	Q4 2016
VERXVertex, Inc.	$26.8M	2.88%	5.10%	0.0%	Q3 2021
METAMeta Platforms, Inc.	$19.2M	2.06%	Not reported	+4.6%	Q3 2017
GOOGLAlphabet Inc.	$18.5M	1.98%	0.00%	+6.3%	Q4 2016
MSFTMicrosoft Corp	$15.3M	1.65%	0.00%	+13.4%	Q4 2016
AMZNAmazon Com Inc	$14.3M	1.54%	0.00%	+9.5%	Q4 2016
BRK.BBerkshire Hathaway Inc	$11.9M	1.28%	Not reported	+6.7%	Q3 2017
NVDANvidia Corp	$10.9M	1.17%	0.00%	+32.0%	Q3 2017
QQQInvesco QQQ Trust, Series 1	$10.1M	1.09%	Not reported	+2.5%	Q2 2018
AMTMAmentum Holdings, Inc.	$9.81M	1.05%	4.03%	New	Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust	$9.61M	1.03%	Not reported	-6.9%	Q4 2016
GOOGAlphabet Inc.	$8.48M	0.91%	Not reported	+18.2%	Q4 2016
UBERUber Technologies, Inc	$8.18M	0.88%	0.00%	+0.5%	Q2 2019
BSYBentley Systems Inc	$7.4M	0.80%	Not reported	0.0%	Q2 2021
RBLXRoblox Corp	$6.99M	0.75%	0.01%	0.0%	Q2 2021
JNJJohnson & Johnson	$6.97M	0.75%	0.00%	+4.2%	Q4 2016
TSLATesla, Inc.	$6.19M	0.66%	0.00%	+17.0%	Q2 2017
JPMJPMorgan Chase & Co	$5.64M	0.61%	0.00%	+9.9%	Q4 2016
FULTFulton Financial Corp	$5.49M	0.59%	0.16%	Not reported	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.94M	0.53%	Not reported	Not reported	Q4 2017
MCDMcdonalds Corp	$4.09M	0.44%	0.00%	+3.4%	Q4 2016
MELIMercadolibre Inc	$3.76M	0.40%	0.00%	+0.5%	Q2 2018
EPDEnterprise Products Partners L.P.	$3.76M	0.40%	0.01%	+0.8%	Q4 2016
ABBVAbbVie Inc.	$3.58M	0.38%	0.00%	+6.5%	Q3 2017
GLDSPDR Gold Trust	$3.09M	0.33%	0.00%	-41.6%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.76M	0.30%	0.00%	+16.4%	Q4 2022
AVGOBroadcom Inc.	$2.59M	0.28%	0.00%	+34.6%	Q3 2017
ABTAbbott Laboratories	$2.45M	0.26%	0.00%	+8.1%	Q4 2016
LLYELI LILLY & Co	$2.33M	0.25%	0.00%	+20.7%	Q4 2016
XOMExxonMobil Holdings Corp	$2.23M	0.24%	0.00%	+6.0%	Q4 2016
WMBWilliams Companies, Inc.	$2.21M	0.24%	0.00%	-3.9%	Q4 2016
VVisa Inc.	$2.08M	0.22%	0.00%	+18.9%	Q3 2017
HCAHCA Healthcare, Inc.	$1.95M	0.21%	0.00%	+2.8%	Q3 2024
BACBank of America Corp	$1.94M	0.21%	0.00%	+3.3%	Q4 2016
COSTCostco Wholesale Corp	$1.92M	0.21%	0.00%	+3.6%	Q3 2017
PNCPNC Financial Services Group, Inc.	$1.91M	0.20%	0.00%	+2.5%	Q4 2016
APHAmphenol Corp	$1.84M	0.20%	0.00%	+5.4%	Q2 2019
ISRGIntuitive Surgical Inc	$1.83M	0.20%	0.00%	+5.8%	Q1 2024
ETEnergy Transfer LP	$1.8M	0.19%	0.00%	+7.0%	Q4 2018
EFXEquifax Inc	$1.72M	0.18%	0.01%	+0.5%	Q4 2016
MAMastercard Inc	$1.69M	0.18%	0.00%	+17.6%	Q3 2017
HIMSHims & Hers Health, Inc.	$1.68M	0.18%	Not reported	+0.1%	Q1 2022
ORCLOracle Corp	$1.66M	0.18%	0.00%	+20.4%	Q4 2016
PEPPepsico Inc	$1.65M	0.18%	0.00%	+9.1%	Q4 2016
AXPAmerican Express Co	$1.62M	0.17%	0.00%	+17.9%	Q4 2016
BABAAlibaba Group Holding Ltd	$1.62M	0.17%	0.00%	+3.2%	Q3 2017
NVRNVR Inc	$1.54M	0.17%	0.01%	Not reported	Q3 2024

Q3 2025Reported Nov 13, 2025184 positions
QLTYQuality Distribution Inc	$114M	14.09%	11.20%	+3427.4%	Q2 2025
MTZMastec Inc	$81M	10.00%	0.48%	+247.1%	Q1 2022
VERXVertex, Inc.	$33.3M	4.11%	5.10%	+2730.1%	Q3 2021
AAPLApple Inc.	$29.9M	3.69%	0.00%	+382.3%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$26.4M	3.26%	Not reported	+61.8%	Q4 2016
METAMeta Platforms, Inc.	$20.4M	2.52%	Not reported	+34.5%	Q3 2017
MSFTMicrosoft Corp	$14.5M	1.79%	0.00%	+127.2%	Q4 2016
GOOGLAlphabet Inc.	$13.5M	1.67%	0.00%	Not reported	Q4 2016
AMZNAmazon Com Inc	$12.4M	1.54%	0.00%	+352.9%	Q4 2016
RBLXRoblox Corp	$11.9M	1.48%	0.01%	Not reported	Q2 2021
BRK.BBerkshire Hathaway Inc	$11.2M	1.38%	Not reported	Not reported	Q3 2017
MDYSPDR S&P Midcap 400 ETF Trust	$10.2M	1.26%	Not reported	Not reported	Q4 2016
BSYBentley Systems Inc	$9.99M	1.23%	Not reported	+1755.0%	Q2 2021
UBERUber Technologies, Inc	$9.76M	1.20%	0.00%	+877.4%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$9.66M	1.19%	Not reported	Not reported	Q2 2018
NVDANvidia Corp	$8.28M	1.02%	0.00%	Not reported	Q3 2017
JNJJohnson & Johnson	$6M	0.74%	0.00%	Not reported	Q4 2016
GOOGAlphabet Inc.	$5.48M	0.68%	Not reported	Not reported	Q4 2016
FULTFulton Financial Corp	$5.24M	0.65%	0.15%	+5443.4%	Q4 2016
TSLATesla, Inc.	$5.23M	0.65%	0.00%	Not reported	Q2 2017
JPMJPMorgan Chase & Co	$5.03M	0.62%	0.00%	Not reported	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.86M	0.60%	Not reported	Not reported	Q4 2017
GLDSPDR Gold Trust	$4.74M	0.59%	0.00%	Not reported	Q4 2016
MELIMercadolibre Inc	$4.35M	0.54%	0.00%	Not reported	Q2 2018
MCDMcdonalds Corp	$3.94M	0.49%	0.00%	Not reported	Q4 2016
EPDEnterprise Products Partners L.P.	$3.64M	0.45%	0.01%	Not reported	Q4 2016
ABBVAbbVie Inc.	$3.4M	0.42%	0.00%	Not reported	Q3 2017
HIMSHims & Hers Health, Inc.	$2.93M	0.36%	Not reported	Not reported	Q1 2022
WMBWilliams Companies, Inc.	$2.42M	0.30%	0.00%	Not reported	Q4 2016
ABTAbbott Laboratories	$2.42M	0.30%	0.00%	Not reported	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.18M	0.27%	0.00%	Not reported	Q4 2022
NNENano Nuclear Energy Inc.	$2.06M	0.25%	0.13%	Not reported	Q3 2024
EFXEquifax Inc	$2.02M	0.25%	0.01%	Not reported	Q4 2016
ORCLOracle Corp	$1.99M	0.25%	0.00%	Not reported	Q4 2016
COSTCostco Wholesale Corp	$1.99M	0.25%	0.00%	Not reported	Q3 2017
XOMExxonMobil Holdings Corp	$1.97M	0.24%	0.00%	Not reported	Q4 2016
BABAAlibaba Group Holding Ltd	$1.91M	0.24%	0.00%	Not reported	Q3 2017
AVGOBroadcom Inc.	$1.84M	0.23%	0.00%	Not reported	Q3 2017
DISWalt Disney Co	$1.81M	0.22%	0.00%	Not reported	Q4 2016
SPOTSpotify Technology S.A.	$1.81M	0.22%	0.00%	Not reported	Q2 2018
PNCPNC Financial Services Group, Inc.	$1.79M	0.22%	0.00%	Not reported	Q4 2016
BACBank of America Corp	$1.76M	0.22%	0.00%	Not reported	Q4 2016
ETEnergy Transfer LP	$1.75M	0.22%	0.00%	Not reported	Q4 2018
HCAHCA Healthcare, Inc.	$1.73M	0.21%	0.00%	Not reported	Q3 2024
VVisa Inc.	$1.7M	0.21%	0.00%	Not reported	Q3 2017
NVRNVR Inc	$1.7M	0.21%	0.01%	Not reported	Q3 2024
APHAmphenol Corp	$1.6M	0.20%	0.00%	Not reported	Q2 2019
NFLXNetflix Inc	$1.57M	0.19%	0.00%	Not reported	Q4 2016
PEPPepsico Inc	$1.47M	0.18%	0.00%	Not reported	Q4 2016
NSCNorfolk Southern Corp	$1.46M	0.18%	0.00%	Not reported	Q2 2023

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