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Latest Legacy Advisors, LLC Stock Portfolio

Legacy Advisors, LLC Performance:
2025 Q4: -2.21%YTD: -38.95%2024: 26.29%
Performance for 2025 Q4 is -2.21%, and YTD is -38.95%, and 2024 is 26.29%.

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 $931 Millions as of 31 Dec, 2025.

The top stock holdings of Legacy Advisors, LLC are , MTZ, IJR. The fund has invested 14.4% of it's portfolio in GMO ETF TRUST and 8.9% of portfolio in MASTEC INC.

The fund managers got completely rid off FLUTTER ENTMT PLC, NCINO INC (NCNO) and PRIMORIS SVCS CORP (PRIM) stocks. They significantly reduced their stock positions in ORIGIN AGRITECH LIMITED, SPDR GOLD TR (GLD) and US BANCORP DEL (USB). Legacy Advisors, LLC opened new stock positions in AMENTUM HOLDINGS INC, INNOVATOR ETFS TRUST (BAPR) and VANGUARD MUN BD FDS (VTEB). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ADVISORS INNER CIRCLE FD III (RAYD) and SERVICENOW INC (NOW).

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

Our best estimate is that Legacy Advisors, LLC made a return of -2.21% in the last quarter. In trailing 12 months, it's portfolio return was -38.95%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amentum holdings inc9,814,600
morgan stanley etf trust9,735,770
innovator etfs trust1,256,030
ishares bitcoin trust etf1,248,750
vanguard mun bd fds1,244,530
innovator etfs trust1,159,200
ishares tr420,586
ishares tr415,873
New stocks bought by Legacy Advisors, LLC

Additions

Ticker% Inc.
netflix inc1,084
advisors inner circle fd iii524
servicenow inc425
ishares tr404
brookfield corp204
vanguard star fds158
vanguard index fds126
select sector spdr tr100
Additions to existing portfolio by Legacy Advisors, LLC

Reductions

Ticker% Reduced
origin agritech limited-50.00
spdr gold tr-41.59
us bancorp del-37.18
vanguard admiral fds inc-34.09
goldman sachs group inc-32.53
coca cola co-28.51
intuit-24.83
marsh & mclennan cos inc-22.75
Legacy Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
stellantis n.v-149,440
ncino inc-228,592
coreweave inc-273,700
primoris svcs corp-215,217
flutter entmt plc-287,020
Legacy Advisors, LLC got rid off the above stocks

Sector Distribution

Legacy Advisors, LLC has about 56.9% of it's holdings in Others sector.

Sector%
Others56.9
Technology13.3
Industrials10.3
Communication Services6.2
Consumer Cyclical3.8
Financial Services3.7
Healthcare2.9
Energy1.3

Market Cap. Distribution

Legacy Advisors, LLC has about 29.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED56.9
MEGA-CAP18.4
LARGE-CAP11.1
MID-CAP10.3
SMALL-CAP3.2

Stocks belong to which Index?

About 27.2% of the stocks held by Legacy Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others72.8
S&P 50025.7
RUSSELL 20001.5
Top 5 Winners (%)%
MU
micron technology inc
63.1 %
ENVA
enova intl inc
36.6 %
LLY
eli lilly & co
36.1 %
GM
general mtrs co
30.4 %
CAH
cardinal health inc
29.3 %
Top 5 Winners ($)$
gmo etf trust
7.3 M
GOOG
alphabet inc
4.0 M
AAPL
apple inc
2.1 M
GOOG
alphabet inc
1.9 M
MTZ
mastec inc
1.7 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.5 %
NOW
servicenow inc
-74.9 %
SMR
nuscale pwr corp
-60.6 %
venture global inc
-51.9 %
fiserv inc
-47.5 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-10.6 M
NFLX
netflix inc
-9.3 M
VERX
vertex inc
-6.5 M
RBLX
roblox corp
-5.0 M
NOW
servicenow inc
-3.7 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 288 stocks in it's portfolio. About 48.7% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. was the most profitable stock for Legacy Advisors, LLC last quarter.

Last Reported on: 27 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions