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Latest Legacy Advisors, LLC Stock Portfolio

$1.05Billion | No. of Holdings #318

Legacy Advisors, LLC Performance

2026 Q3-1.48%
YTD+4.65%
2025-37.24%

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

On 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Advisors, LLC reported an equity portfolio of $1.1 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Legacy Advisors, LLC are , VB, IJR. The fund has invested 13.8% of it's portfolio in GMO ETF TRUST and 9.5% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off AMENTUM HOLDINGS INC, ISHARES TR (IJR) and NORFOLK SOUTHN CORP (NSC) stocks. They significantly reduced their stock positions in MCDONALDS CORP (MCD), PEPSICO INC (PEP) and PFIZER INC (PFE). Legacy Advisors, LLC opened new stock positions in HARBOR ETF TRUST (HAPY), EXXONMOBIL HOLDINGS CORP and QNB CORP (QNBC). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), MOODYS CORP (MCO) and MSCI INC (MSCI).
Legacy Advisors, LLC Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$1.05Billion
  as of Oct 19, 2026

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

Our best estimate is that Legacy Advisors, LLC made a return of -1.48% in the last quarter. In trailing 12 months, it's portfolio return was 5.21%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
harbor etf trust2,812,130
exxonmobil holdings corp1,206,860
qnb corp1,179,020
ishares inc1,066,500
spdr index shs fds536,343
wex inc473,541
dfa invt dimensions group in433,391
dimensional etf trust398,628
New stocks bought by Legacy Advisors, LLC

Additions

Ticker% Inc.
ishares tr472
moodys corp298
msci inc294
cme group inc274
ishares tr219
amphenol corp167
verisk analytics inc158
vanguard bd index fds132
Additions to existing portfolio by Legacy Advisors, LLC

Reductions

Ticker% Reduced
mcdonalds corp-92.74
pepsico inc-86.84
pfizer inc-75.55
abbvie inc-73.41
abbott laboratories-63.12
wipro ltd-55.76
jpmorgan chase & co-54.96
ametek inc-52.17
Legacy Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
amentum holdings inc-9,065,680
greenland mines ltd-27,195
getty images holdings inc-27,998
ishares tr-2,228,160
ford mtr co-236,472
blue owl capital inc-148,750
oceanfirst finl corp-265,862
t rowe price exchange-traded-658,620
Legacy Advisors, LLC got rid off the above stocks

Sector Distribution

Legacy Advisors, LLC has about 65.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Energy
Sector%
Others65.5
Technology14.2
Communication Services6
Industrials4.1
Financial Services3.1
Consumer Cyclical2.7
Healthcare2
Energy1.1

Market Cap. Distribution

Legacy Advisors, LLC has about 31.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED65.6
MEGA-CAP19.9
LARGE-CAP11.2
MID-CAP3.2

Stocks belong to which Index?

About 26.3% of the stocks held by Legacy Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others73.8
S&P 50024.7
RUSSELL 20001.6
Top 5 Winners (%)%
PLTR
palantir technologies inc
57.9 %
MPC
marathon pete corp
54.1 %
OKTA
okta inc
53.3 %
DOCU
docusign inc
51.1 %
CRM
salesforce inc
45.9 %
Top 5 Winners ($)$
AAPL
apple inc
6.4 M
META
meta platforms inc
5.4 M
MSFT
microsoft corp
4.9 M
gmo etf trust
4.0 M
NVDA
nvidia corporation
2.0 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-50.3 %
MTZ
mastec inc
-46.6 %
APH
amphenol corp
-42.9 %
GLW
corning inc
-39.6 %
KLAC
kla corp
-34.5 %
Top 5 Losers ($)$
MTZ
mastec inc
-27.5 M
IJR
ishares tr
-4.6 M
APH
amphenol corp
-3.2 M
RBLX
roblox corp
-1.0 M
TSLA
tesla inc
-0.9 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 318 stocks in it's portfolio. About 51.2% of the portfolio is in top 10 stocks. MTZ proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Legacy Advisors, LLC last quarter.

$1.05BTotal Value
364Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Advisors, LLC, last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Advisors, LLC's holding in Ishares Tr over time
0.14%19,581
$1.48M
0.14%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Advisors, LLC's holding in Ishares Tr over time
0.05%2,667
$492.9K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Advisors, LLC's holding in Ishares Tr over time
0.02%2,454
$248.1K
0.02%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Legacy Advisors, LLC's holding in Alps Etf Tr over time
0.12%23,300
$1.21M
0.12%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Legacy Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWV
Ishares Inc

Ishares Inc

ACWV
Legacy Advisors, LLC's holding in Ishares Inc over time
0.06%9,996
$673.0K
0.06%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Legacy Advisors, LLC's holding in Agnico Eagle Mines Ltd over time
0.02%1,287
$235.9K
0.02%
new position
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Legacy Advisors, LLC's holding in Pacer Fds Tr over time
0.03%4,843
$323.3K
0.03%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Legacy Advisors, LLC's holding in Global X Fds over time
0.04%10,438
$416.0K
0.04%
unchanged 0 percentunchanged