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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

Legacy Advisors, LLC

Quarter ended Q1 2023 · Filed February 1, 2023 · Accession 0001720969-23-000001

Total Value
$546.5M
Positions
242
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1MASTEC INCMTZ1,586,590$135.4M24.77%
2ISHARES TR464287101330,082$56.3M10.30%
3ISHARES TR46428720039,869$15.3M2.80%
4APPLE INCAAPL82,803$10.8M1.97%
5SPDR S&P 500 ETF TRSPY25,299$9.7M1.77%
6JOHNSON & JOHNSONJNJ54,660$9.7M1.77%
7ISHARES TR46428780488,007$8.3M1.52%
8MICROSOFT CORPMSFT34,599$8.3M1.52%
9SPDR S&P MIDCAP 400 ETF TRMDY17,548$7.8M1.42%
10BENTLEY SYS INCBSY195,209$7.2M1.32%
11UNITEDHEALTH GROUP INCUNH12,602$6.7M1.22%
12VANGUARD INDEX FDS92290836317,508$6.2M1.13%
13VANGUARD BD INDEX FDS92193782778,384$5.9M1.08%
14UNITED PARCEL SERVICE INCUPS29,896$5.2M0.95%
15ALPHABET INCGOOG57,023$5.0M0.92%
16MARSH & MCLENNAN COS INC57174810229,198$4.8M0.88%
17FULTON FINL CORP PA360271100281,104$4.8M0.87%
18NIKE INCNKE38,399$4.5M0.82%
19AMAZON COM INCAMZN53,403$4.5M0.82%
20CVS HEALTH CORPCVS48,061$4.5M0.82%
21GRAINGER W W INC3848021047,579$4.2M0.77%
22LOWES COS INC54866110720,901$4.2M0.76%
23ROSS STORES INCROST35,192$4.1M0.75%
24PEPSICO INCPEP21,754$4.0M0.72%
25AMERISOURCEBERGEN CORPCOR23,800$3.9M0.72%
26SYSCO CORPSYY50,265$3.8M0.70%
27DOLLAR GEN CORP NEW25667710515,490$3.8M0.70%
28MICROCHIP TECHNOLOGY INC.MCHPP54,107$3.8M0.70%
29CHEVRON CORP NEWCVX20,417$3.7M0.67%
30AMGEN INCAMGN13,946$3.7M0.67%
31BERKSHIRE HATHAWAY INC DELBRK-A11,435$3.5M0.65%
32INVESCO QQQ TRIVZ12,917$3.4M0.63%
33THERMO FISHER SCIENTIFIC INCTMO6,227$3.4M0.63%
34DISNEY WALT CO25468710639,486$3.4M0.63%
35MONDELEZ INTL INC60920710550,001$3.4M0.61%
36COCA COLA COKO51,868$3.3M0.60%
37UBER TECHNOLOGIES INCUBER126,593$3.1M0.57%
38ACCENTURE PLC IRELANDACN11,162$3.0M0.55%
39US BANCORP DELUSB-PS65,703$2.9M0.53%
40STATE STR CORPSTT-PG36,394$2.8M0.52%
41ROBLOX CORPRBLX98,362$2.8M0.51%
42PFIZER INCPFE54,319$2.8M0.51%
43PHILIP MORRIS INTL INC71817210926,623$2.7M0.50%
44CONAGRA BRANDS INCCAG68,333$2.6M0.48%
45EQUIFAX INCEFX13,189$2.6M0.47%
46SELECT SECTOR SPDR TR81369Y80320,340$2.5M0.46%
47STRYKER CORPORATIONSYK10,001$2.4M0.45%
48VANGUARD INTL EQUITY INDEX F92204277548,570$2.4M0.45%
49ISHARES TR46428750710,046$2.4M0.44%
50STARBUCKS CORPSBUX23,642$2.3M0.43%
51MEDTRONIC PLCMDT29,157$2.3M0.42%
52SMUCKER J M CO83269640514,397$2.3M0.42%
53HOME DEPOT INCHD6,964$2.2M0.40%
54ISHARES TR46428761410,227$2.2M0.40%
55GLOBAL PMTS INC37940X10221,614$2.1M0.39%
56PROCTER AND GAMBLE CO74271810914,163$2.1M0.39%
57BECTON DICKINSON & COBDX8,360$2.1M0.39%
58SELECT SECTOR SPDR TR81369Y30828,474$2.1M0.39%
59AUTOMATIC DATA PROCESSING INADP8,646$2.1M0.38%
60SPDR GOLD TRGLD11,594$2.0M0.36%
61ALPHABET INCGOOG22,116$2.0M0.36%
62META PLATFORMS INCMETA16,281$2.0M0.36%
63MASTERCARD INCORPORATEDMA5,177$1.8M0.33%
64PERRIGO CO PLCPRGO50,400$1.7M0.31%
65MERCADOLIBRE INCMELI2,000$1.7M0.31%
66TEXAS INSTRS INC8825081049,550$1.6M0.29%
67INTUITINTU3,880$1.5M0.28%
68SERVICENOW INCNOW3,819$1.5M0.27%
69BAXTER INTL INC07181310928,911$1.5M0.27%
70TJX COS INC NEW87254010917,967$1.4M0.26%
71ENTERPRISE PRODS PARTNERS L29379210756,925$1.4M0.25%
72GOLDMAN SACHS ETF TRNVGLF17,181$1.3M0.24%
73SCHWAB STRATEGIC TR80852479717,250$1.3M0.24%
74VANGUARD INDEX FDS9229086377,460$1.3M0.24%
75BANK AMERICA CORP06050510439,130$1.3M0.24%
76MERCK & CO INCMRK10,690$1.2M0.22%
77WASTE MGMT INC DEL94106L1097,409$1.2M0.21%
78SELECT SECTOR SPDR TR81369Y2098,343$1.1M0.21%
79ISHARES TR4642876225,326$1.1M0.21%
80SPDR SER TR78464A7638,875$1.1M0.20%
81LAKELAND BANCORP INC51163710062,121$1.1M0.20%
82FORTINET INCFTNT22,120$1.1M0.20%
83ISHARES TR46434V40726,131$1.1M0.20%
84ENERGY TRANSFER L PET-PI87,721$1.0M0.19%
85JPMORGAN CHASE & COVYLD7,732$1.0M0.19%
86AMPHENOL CORP NEW03209510113,046$995,9330.18%
87WILLIAMS COS INC96945710030,180$992,9300.18%
88NICE LTDNCSYF5,116$983,8070.18%
89COMCAST CORP NEWCCZ27,948$977,3420.18%
90ISHARES TR46428715011,524$977,2350.18%
91NEW JERSEY RES CORPNJR19,299$965,1430.18%
92BROADRIDGE FINL SOLUTIONS IN11133T1037,071$953,3230.17%
93VANGUARD WHITEHALL FDS9219464068,617$932,4460.17%
94GOLDMAN SACHS ETF TRNVGLF22,544$929,0160.17%
95IDEXX LABS INC45168D1042,273$927,2930.17%
96ALIBABA GROUP HLDG LTDBBAAY10,513$926,0900.17%
97BOEING COBA-PA4,829$919,8760.17%
98ISHARES TR46428730915,552$909,7920.17%
99ISHARES TR4642874086,232$904,0760.17%
100MANHATTAN ASSOCIATES INCMANH7,389$897,0250.16%
101MOODYS CORPMCO2,928$815,7990.15%
102VERTEX INCVERX56,204$815,5200.15%
103MEDPACE HLDGS INCMEDP3,832$813,9550.15%
104ABBVIE INCABBV4,994$807,0800.15%
105VANGUARD BD INDEX FDS92193783511,127$799,3640.15%
106ABBOTT LABSABLZF7,273$798,5030.15%
107AEROVIRONMENT INCAVAV9,305$797,0660.15%
108FACTSET RESH SYS INC3030751051,981$794,7970.15%
109VANGUARD INDEX FDS9229087694,149$793,2470.15%
110CYBERARK SOFTWARE LTDM2682V1086,076$787,7530.14%
111PURECYCLE TECHNOLOGIES INCPCTTW111,272$752,1990.14%
112RBC BEARINGS INCRBC3,470$726,4450.13%
113QUALYS INCQLYS6,322$709,5180.13%
114VANGUARD INDEX FDS9229086293,456$704,3670.13%
115CISCO SYS INCCSCO14,758$703,0710.13%
116PNC FINL SVCS GROUP INC6934751054,399$694,7780.13%
117HENRY JACK & ASSOC INC4262811013,802$667,4790.12%
118TAIWAN SEMICONDUCTOR MFG LTD8740391008,906$664,3640.12%
119INVESCO EXCHANGE TRADED FD TIVZ15,000$660,0000.12%
120COSTAR GROUP INCCSGP8,493$656,3390.12%
121BIO-TECHNE CORPTECH7,916$656,0780.12%
122AMERICAN EXPRESS COAXP4,427$654,0890.12%
123TESLA INCTSLA5,304$653,3470.12%
124RESMED INCRSMDF3,127$650,8230.12%
125VERISK ANALYTICS INCVRSK3,636$641,4630.12%
126REINSURANCE GRP OF AMERICA I7593516044,447$631,8740.12%
127GOLDMAN SACHS ETF TRNVGLF21,739$628,8120.12%
128EXXON MOBIL CORPXOM5,599$617,5700.11%
129PHREESIA INCPHR19,000$614,8400.11%
130VISA INCV2,910$604,5820.11%
131ISHARES TR4642874998,850$596,9330.11%
132BALL CORPBALL11,612$593,8380.11%
133ANSYS INC03662Q1052,457$593,5870.11%
134LILLY ELI & COLLY1,614$590,3180.11%
135EQUINIX INCEQIX896$586,9070.11%
136ISHARES TR46428824012,772$581,1260.11%
137MORNINGSTAR INCMORN2,661$576,3460.11%
138ICON PLCICLR2,908$564,8790.10%
139BRISTOL-MYERS SQUIBB COCELG-RI7,846$564,5200.10%
140COGNEX CORPCGNX11,829$557,2640.10%
141AXIS CAP HLDGS LTDG0692U10910,000$546,1000.10%
142V F CORPVFC18,611$513,8500.09%
143DEXCOM INCDXCM4,521$511,9580.09%
144GENTEX CORPGNTX18,280$498,4960.09%
145S & T BANCORP INCSTBA14,502$495,6780.09%
146CONOCOPHILLIPSCOP4,159$493,6730.09%
147BLACKROCK INCBLK694$491,7890.09%
148GAMING & LEISURE PPTYS INC36467J1089,193$478,8630.09%
149GILDAN ACTIVEWEAR INCGIL17,361$475,6910.09%
150DIGITAL RLTY TR INC2538681034,633$470,1920.09%
151CORTEVA INCCTVA7,959$467,8400.09%
152DROPBOX INCDBX20,850$466,6230.09%
153VEEVA SYS INCVEEV2,879$464,6130.09%
154NETFLIX INCNFLX1,559$459,7180.08%
155ILLUMINA INCILMN2,263$457,5790.08%
156AIR PRODS & CHEMS INCAIIR1,400$431,5640.08%
157CATERPILLAR INCCAT1,736$415,8760.08%
158AFLAC INCAFL5,749$413,5830.08%
159CHARTER COMMUNICATIONS INC N16119P1081,219$413,3630.08%
160REPLIGEN CORPRGEN2,434$412,1010.08%
161ELEVANCE HEALTH INCELV801$410,8890.08%
162COMMVAULT SYS INCCVLT6,491$407,8940.07%
163VERIZON COMMUNICATIONS INCVZ10,291$405,4650.07%
164ANALOG DEVICES INCADI2,440$400,2330.07%
165HUBSPOT INCHUBS1,379$398,7100.07%
166ISHARES INC4642866089,996$394,5920.07%
167ISHARES TR46429B6718,211$390,0230.07%
168NVIDIA CORPORATIONNVDA2,618$382,5950.07%
169CNO FINL GROUP INC12621E10316,479$376,5450.07%
170BLACKBAUD INCBLKB6,360$374,3500.07%
171GENERAL ELECTRIC CO3696043014,445$372,7950.07%
172LINDE PLCLIN1,136$370,5400.07%
173ISHARES TR4642881583,531$368,1770.07%
174COLGATE PALMOLIVE COCL4,657$366,9250.07%
175ARBOR REALTY TRUST INCABR-PF27,461$362,2100.07%
176CHUBB LIMITEDCB1,586$350,9390.06%
177ISHARES TR4642876551,966$342,7920.06%
178UNION PAC CORPUNP1,620$335,4530.06%
179KORNIT DIGITAL LTDKRNT14,599$335,3390.06%
180ISHARES TR4642875982,200$333,6300.06%
181AZENTA INCAZTA5,671$330,1660.06%
182GOLDMAN SACHS GROUP INCGSCE936$321,4040.06%
183COSTCO WHSL CORP NEW22160K105703$320,9200.06%
184AMERICAN TOWER CORP NEW03027X1001,506$319,0610.06%
185TRADEWEB MKTS INC8926721064,909$318,7410.06%
186TARGET CORPTGT2,114$315,0710.06%
187VANGUARD INTL EQUITY INDEX F9220428745,677$314,7330.06%
188MCDONALDS CORPMCD1,158$305,1680.06%
189PUBLIC SVC ENTERPRISE GRP IN7445731064,884$299,2430.05%
190SALESFORCE INCCRM2,234$296,2060.05%
191CERENCE INCCRNC15,808$292,9220.05%
192ZSCALER INCZS2,609$291,9470.05%
193VERINT SYS INC92343X1007,936$287,9180.05%
194SPS COMM INCSPSC2,228$286,1420.05%
195NATIONAL INSTRS CORP6365181027,713$284,6100.05%
196GOLDMAN SACHS ETF TRNVGLF2,776$277,6740.05%
197CROWN CASTLE INCCCI2,040$276,7060.05%
198PAYCOM SOFTWARE INCPAYC865$268,4180.05%
199ISHARES TR46432F8424,314$265,9150.05%
200VANGUARD INTL EQUITY INDEX F9220428586,768$263,8190.05%
201JD.COM INCJDCMF4,682$262,8010.05%
202INSTRUCTURE HLDGS INC45779010311,110$260,4180.05%
203ISHARES TR4642878382,077$259,1080.05%
204BRAZE INCBRZE9,409$256,6780.05%
205WORKDAY INCWDAY1,500$250,9950.05%
206COPART INCCPRT4,108$250,1360.05%
207KLA CORPKLAC658$248,0860.05%
208NEXTERA ENERGY INCNEE-PW2,932$245,1150.04%
209MOTOROLA SOLUTIONS INCMSI943$243,8420.04%
210STAAR SURGICAL COSTAA4,991$242,2630.04%
211HONEYWELL INTL INC4385161061,127$241,5160.04%
212PPL CORPPPLC8,193$241,2430.04%
213TOAST INCTOST13,351$240,7190.04%
214GUIDEWIRE SOFTWARE INCGWRE3,816$238,7290.04%
215VANGUARD WORLD FDS92204A702747$238,5770.04%
216SYNOPSYS INCSNPS746$238,1900.04%
217COGNYTE SOFTWARE LTDCGNT76,439$237,7250.04%
218APPLIED MATLS INC0382221052,361$229,9140.04%
219FIDELITY NATL INFORMATION SV31620M1063,341$226,6870.04%
220DEERE & CODE525$225,0990.04%
221GOLDMAN SACHS ETF TRNVGLF5,071$224,7950.04%
222EVOLV TECHNOLOGIES HLDNGS INEVLVW85,938$222,5790.04%
223VANGUARD INDEX FDS9229087441,575$221,0830.04%
224BOOZ ALLEN HAMILTON HLDG CORBAH2,095$218,9690.04%
225HIMS & HERS HEALTH INCHIMS34,052$218,2730.04%
226UNITED STS OIL FD LPUNTCW3,107$217,8320.04%
227WALMART INCWMT1,495$212,5660.04%
228GLOBAL X FDS37954Y87110,438$210,1080.04%
229ADOBE SYSTEMS INCORPORATEDADBE623$209,6580.04%
230AT&T INCT-PC11,347$208,8980.04%
231SPOTIFY TECHNOLOGY S ASPOT2,594$204,7960.04%
232RAYTHEON TECHNOLOGIES CORPRTX2,011$202,9500.04%
233ISHARES TR4642887601,800$201,3480.04%
234VIPSHOP HOLDINGS LIMITEDVIPS13,675$186,5270.03%
235AURINIA PHARMACEUTICALS INCAUPH42,500$183,6000.03%
236HARMONY GOLD MINING CO LTDHGMCF50,000$170,0000.03%
237ANTERO MIDSTREAM CORPAM14,000$151,0600.03%
238QUALTEK SERVICES INC74760R303322,656$142,2270.03%
239ENTHUSIAST GAMING HLDGS INC29385B109104,425$58,0390.01%
240SANGOMA TECHNOLOGIES CORPSANG10,000$46,8700.01%
241HYDROFARM HLDGS GROUP INC44888K20921,188$32,8410.01%
242CLOVER HEALTH INVESTMENTS COCLOV20,258$18,8300.00%