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Latest Legacy Advisors, LLC Stock Portfolio

$1.07Billion | No. of Holdings #337

Legacy Advisors, LLC Performance

2026 Q2+8.35%
YTD+6.23%
2025-37.24%

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

On 2026-07-24, 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 Jun, 2026. <br><br> The top stock holdings of Legacy Advisors, LLC are , VB, IJR. The fund has invested 13.4% of it's portfolio in GMO ETF TRUST and 7.1% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and CONSTELLATION BRANDS INC (STZ) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), FISERV INC and MARSH & MCLENNAN COS INC (MMC). Legacy Advisors, LLC opened new stock positions in ISHARES TR (IJR), COHERENT CORP (COHR) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (VAW) and MICRON TECHNOLOGY INC (MU).
Legacy Advisors, LLC Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$1.07Billion
  as of Jul 24, 2026

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

Our best estimate is that Legacy Advisors, LLC made a return of 8.35% in the last quarter. In trailing 12 months, it's portfolio return was 47.43%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr2,228,160
coherent corp1,566,840
intel corp1,308,050
alps etf tr1,208,100
vanguard scottsdale fds1,016,840
chubb limited686,258
t rowe price exchange-traded658,620
honeywell intl inc496,610
New stocks bought by Legacy Advisors, LLC

Additions

Ticker% Inc.
vanguard index fds699
vanguard world fd690
micron technology inc335
ishares tr300
vanguard index fds286
automatic data processing in181
texas instrs inc134
stellantis n.v118
Additions to existing portfolio by Legacy Advisors, LLC

Reductions

Ticker% Reduced
vanguard world fd-56.06
fiserv inc-43.3
marsh & mclennan cos inc-35.29
ishares tr-31.23
eaton corp plc-27.39
zscaler inc-23.51
waste mgmt inc del-22.65
innovator etfs trust-22.29
Legacy Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-3,119,900
flushing finl corp-246,451
copart inc-265,268
genpact limited-251,810
ncr atleos corporation-217,900
profesionally managed portfo-249,558
honeywell intl inc-700,241
vanguard index fds-234,700
Legacy Advisors, LLC got rid off the above stocks

Sector Distribution

Legacy Advisors, LLC has about 61.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
Sector%
Others61.2
Technology13.4
Industrials6.6
Communication Services5.9
Financial Services3.7
Consumer Cyclical3.6
Healthcare2.8

Market Cap. Distribution

Legacy Advisors, LLC has about 35.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED61.2
MEGA-CAP21.4
LARGE-CAP14.1
MID-CAP3

Stocks belong to which Index?

About 29% 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%
Others71
S&P 50027.2
RUSSELL 20001.8
Top 5 Winners (%)%
MRVL
marvell technology inc
157.0 %
AMD
advanced micro devices inc
144.4 %
AMAT
applied matls inc
108.8 %
DDOG
datadog inc
100.7 %
LRCX
lam research corp
97.2 %
Top 5 Winners ($)$
gmo etf trust
19.0 M
MTZ
mastec inc
10.3 M
IJR
ishares tr
7.9 M
VB
vanguard index fds
7.2 M
XLB
select sector spdr tr
5.9 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-69.6 %
VB
vanguard index fds
-61.7 %
IJR
ishares tr
-60.3 %
venture global inc
-29.4 %
Top 5 Losers ($)$
IJR
ishares tr
-12.1 M
VB
vanguard index fds
-8.1 M
VB
vanguard index fds
-6.4 M
VAW
vanguard world fd
-3.5 M
RAYD
advisors inner circle fd iii
-1.4 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 337 stocks in it's portfolio. About 47.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. was the most profitable stock for Legacy Advisors, LLC last quarter.

$1.07BTotal Value
350Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Advisors, LLC, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Advisors, LLC's holding in Ishares Tr over time
0.14%19,581
$1.49M
0.14%
decreased 8.63 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Advisors, LLC's holding in Ishares Tr over time
0.05%2,667
$533.5K
0.05%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Legacy Advisors, LLC's holding in Alps Etf Tr over time
0.11%23,300
$1.21M
0.11%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Legacy Advisors, LLC's holding in Ishares Tr over time
0.04%9,652
$452.9K
0.04%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Legacy Advisors, LLC's holding in Ishares Inc over time
0.06%9,996
$694.7K
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%0.00
$0.00
0%
decreased 100 percentsold off
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Legacy Advisors, LLC's holding in Pacer Fds Tr over time
0.03%4,843
$301.2K
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
$456.1K
0.04%
unchanged 0 percentunchanged
ALCC
Oklo Inc

Oklo Inc

ALCC
Legacy Advisors, LLC's holding in Oklo Inc over time
0.04%7,889
$412.8K
0.04%
decreased 1.02 percentreduced