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Latest Legacy Advisors, LLC Stock Portfolio

Legacy Advisors, LLC Performance:
2025 Q3: 21.95%YTD: 6.01%2024: 27.43%
Performance for 2025 Q3 is 21.95%, and YTD is 6.01%, and 2024 is 27.43%.

About Legacy Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Legacy Advisors, LLC reported an equity portfolio of $809.9 Millions as of 30 Sep, 2025.

The top stock holdings of Legacy Advisors, LLC are , MTZ, VERX. The fund has invested 14.1% of it's portfolio in 2023 ETF SERIES TRUST II and 10% of portfolio in MASTEC INC.

Legacy Advisors, LLC opened new stock positions in ALPHABET INC (GOOG), ROBLOX CORP (RBLX) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to FULTON FINL CORP PA (FULT), 2023 ETF SERIES TRUST II and VERTEX INC (VERX).

Legacy Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy Advisors, LLC made a return of 21.95% in the last quarter. In trailing 12 months, it's portfolio return was 11.36%.

New Buys

Ticker$ Bought
alphabet inc13,484,800
roblox corp11,945,800
berkshire hathaway inc del11,174,800
spdr s&p midcap 400 etf tr10,190,100
invesco qqq tr9,659,410
ishares tr9,222,330
nvidia corporation8,281,490
ishares tr8,214,980
New stocks bought by Legacy Advisors, LLC

Additions

Ticker% Inc.
fulton finl corp pa5,443
2023 etf series trust ii3,427
vertex inc2,730
dimensional etf trust2,690
bentley sys inc1,755
ishares tr953
uber technologies inc877
ishares tr823
Additions to existing portfolio by Legacy Advisors, LLC

Reductions

None of the existing positions were reduced by Legacy Advisors, LLC

Sold off

None of the stocks were completely sold off by Legacy Advisors, LLC

Sector Distribution

Legacy Advisors, LLC has about 52.4% of it's holdings in Others sector.

Sector%
Others52.4
Technology15.3
Industrials11.5
Communication Services6.9
Consumer Cyclical4
Financial Services3.9
Healthcare2.8
Energy1.4
Consumer Defensive1.2

Market Cap. Distribution

Legacy Advisors, LLC has about 31.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED52.4
MEGA-CAP18.2
LARGE-CAP13.1
MID-CAP11.7
SMALL-CAP4.5

Stocks belong to which Index?

About 27.5% of the stocks held by Legacy Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others72.5
S&P 50025.7
RUSSELL 20001.8
Top 5 Winners (%)%
META
meta platforms inc
287.8 %
IJR
ishares tr
166.0 %
SPY
spdr s&p 500 etf tr
160.7 %
MSFT
microsoft corp
78.1 %
IJR
ishares tr
50.9 %
Top 5 Winners ($)$
MTZ
mastec inc
22.7 M
SPY
spdr s&p 500 etf tr
16.3 M
IJR
ishares tr
16.0 M
META
meta platforms inc
15.2 M
IJR
ishares tr
11.0 M
Top 5 Losers (%)%
FULT
fulton finl corp pa
-3.4 %
VERX
vertex inc
-0.5 %
Top 5 Losers ($)$
FULT
fulton finl corp pa
-0.2 M
VERX
vertex inc
-0.2 M

Legacy Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legacy Advisors, LLC

Legacy Advisors, LLC has 250 stocks in it's portfolio. About 50.8% of the portfolio is in top 10 stocks. FULT proved to be the most loss making stock for the portfolio. MTZ was the most profitable stock for Legacy Advisors, LLC last quarter.

Last Reported on: 13 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions