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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 Q2 2023 · Filed May 1, 2023 · Accession 0001720969-23-000003

Total Value
$542.3M
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1MASTEC INCMTZ1,458,165$137.7M25.40%
2ISHARES TR46428720038,987$16.0M2.96%
3APPLE INCAAPL89,502$14.8M2.72%
4MICROSOFT CORPMSFT36,887$10.6M1.96%
5ISHARES TR46428710155,540$10.4M1.92%
6ISHARES TR464287804104,672$10.1M1.87%
7SPDR S&P 500 ETF TRSPY23,133$9.5M1.75%
8JOHNSON & JOHNSONJNJ55,911$8.7M1.60%
9BENTLEY SYS INCBSY195,414$8.4M1.55%
10SPDR S&P MIDCAP 400 ETF TRMDY16,587$7.6M1.40%
11VERTEX INCVERX365,402$7.6M1.39%
12VANGUARD INDEX FDS92290836319,336$7.3M1.34%
13UNITEDHEALTH GROUP INCUNH14,774$7.0M1.29%
14UNITED PARCEL SERVICE INCUPS31,815$6.2M1.14%
15ALPHABET INCGOOG57,941$6.0M1.11%
16AMAZON COM INCAMZN54,795$5.7M1.04%
17MARSH & MCLENNAN COS INC57174810233,198$5.5M1.02%
18NIKE INCNKE42,614$5.2M0.97%
19GRAINGER W W INC3848021046,571$4.5M0.83%
20LOWES COS INC54866110722,270$4.5M0.82%
21ROBLOX CORPRBLX98,367$4.4M0.82%
22PEPSICO INCPEP24,150$4.4M0.81%
23SYSCO CORPSYY53,302$4.1M0.76%
24DISNEY WALT CO25468710640,993$4.1M0.76%
25AMERISOURCEBERGEN CORPCOR25,416$4.1M0.75%
26UBER TECHNOLOGIES INCUBER126,593$4.0M0.74%
27INVESCO QQQ TRIVZ12,451$4.0M0.74%
28ROSS STORES INCROST37,335$4.0M0.73%
29FULTON FINL CORP PA360271100281,104$3.9M0.72%
30MICROCHIP TECHNOLOGY INC.MCHPP46,628$3.9M0.72%
31CHEVRON CORP NEWCVX23,408$3.8M0.70%
32ACCENTURE PLC IRELANDACN13,228$3.8M0.70%
33THERMO FISHER SCIENTIFIC INCTMO6,545$3.8M0.70%
34MONDELEZ INTL INC60920710553,293$3.7M0.69%
35CVS HEALTH CORPCVS49,804$3.7M0.68%
36BERKSHIRE HATHAWAY INC DELBRK-A11,638$3.6M0.66%
37AMGEN INCAMGN14,688$3.6M0.65%
38META PLATFORMS INCMETA16,363$3.5M0.64%
39DOLLAR GEN CORP NEW25667710516,470$3.5M0.64%
40COCA COLA COKO54,968$3.4M0.63%
41STRYKER CORPORATIONSYK11,363$3.2M0.60%
42STATE STR CORPSTT-PG38,633$2.9M0.54%
43EQUIFAX INCEFX13,924$2.8M0.52%
44SELECT SECTOR SPDR TR81369Y80318,652$2.8M0.52%
45PHILIP MORRIS INTL INC71817210928,214$2.8M0.51%
46CONAGRA BRANDS INCCAG72,417$2.7M0.50%
47MERCADOLIBRE INCMELI2,000$2.6M0.49%
48PFIZER INCPFE64,343$2.6M0.48%
49STARBUCKS CORPSBUX25,145$2.6M0.48%
50ISHARES TR46428761410,684$2.6M0.48%
51VANGUARD INTL EQUITY INDEX F92204277548,570$2.6M0.48%
52US BANCORP DELUSB-PS70,799$2.6M0.48%
53ENTERPRISE PRODS PARTNERS L29379210797,761$2.5M0.47%
54ISHARES TR46428750710,046$2.5M0.46%
55GLOBAL PMTS INC37940X10222,996$2.4M0.45%
56MEDTRONIC PLCMDT29,601$2.4M0.44%
57SMUCKER J M CO83269640515,252$2.4M0.44%
58ALPHABET INCGOOG22,508$2.3M0.43%
59PROCTER AND GAMBLE CO74271810915,404$2.3M0.42%
60HOME DEPOT INCHD7,449$2.2M0.41%
61AUTOMATIC DATA PROCESSING INADP9,673$2.2M0.40%
62INTUITINTU4,839$2.2M0.40%
63SELECT SECTOR SPDR TR81369Y30828,477$2.1M0.39%
64SPDR GOLD TRGLD11,594$2.1M0.39%
65TEXAS INSTRS INC88250810411,320$2.1M0.39%
66MASTERCARD INCORPORATEDMA5,671$2.1M0.38%
67PERRIGO CO PLCPRGO53,626$1.9M0.35%
68SERVICE CORP INTL81756510426,627$1.8M0.34%
69SERVICENOW INCNOW3,784$1.8M0.32%
70BECTON DICKINSON & COBDX6,679$1.7M0.30%
71SCHWAB STRATEGIC TR80852479721,716$1.6M0.29%
72TESLA INCTSLA7,401$1.5M0.28%
73GOLDMAN SACHS ETF TRNVGLF17,224$1.4M0.26%
74VANGUARD INDEX FDS9229086377,460$1.4M0.26%
75FORTINET INCFTNT20,734$1.4M0.25%
76WASTE MGMT INC DEL94106L1098,315$1.4M0.25%
77TJX COS INC NEW87254010916,373$1.3M0.24%
78BAXTER INTL INC07181310930,938$1.3M0.23%
79NICE LTDNCSYF5,516$1.3M0.23%
80MANHATTAN ASSOCIATES INCMANH7,967$1.2M0.23%
81AMPHENOL CORP NEW03209510114,869$1.2M0.22%
82BANK AMERICA CORP06050510441,180$1.2M0.22%
83BROADRIDGE FINL SOLUTIONS IN11133T1037,964$1.2M0.22%
84MERCK & CO INCMRK10,905$1.2M0.22%
85IDEXX LABS INC45168D1042,330$1.2M0.21%
86ISHARES TR4642876225,001$1.1M0.21%
87COMCAST CORP NEWCCZ29,193$1.1M0.20%
88SPDR SER TR78464A7638,875$1.1M0.20%
89ENERGY TRANSFER L PET-PI87,721$1.1M0.20%
90SELECT SECTOR SPDR TR81369Y2098,376$1.1M0.20%
91ALIBABA GROUP HLDG LTDBBAAY10,513$1.1M0.20%
92ISHARES TR46428715011,524$1.0M0.19%
93BOEING COBA-PA4,899$1.0M0.19%
94MOODYS CORPMCO3,380$1.0M0.19%
95NEW JERSEY RES CORPNJR19,299$1.0M0.19%
96AEROVIRONMENT INCAVAV10,910$1.0M0.18%
97ISHARES TR46428730915,552$993,6170.18%
98LAKELAND BANCORP INC51163710062,121$971,5720.18%
99CYBERARK SOFTWARE LTDM2682V1086,545$968,5290.18%
100JPMORGAN CHASE & COVYLD7,386$962,4700.18%
101ISHARES TR4642874086,232$945,7680.17%
102GOLDMAN SACHS ETF TRNVGLF22,309$941,2240.17%
103ANSYS INC03662Q1052,822$939,1620.17%
104WILLIAMS COS INC96945710030,439$908,9160.17%
105VANGUARD WHITEHALL FDS9219464068,429$889,2600.16%
106FACTSET RESH SYS INC3030751052,138$887,4620.16%
107QUALYS INCQLYS6,822$886,9960.16%
108RBC BEARINGS INCRBC3,742$870,8760.16%
109VANGUARD INDEX FDS9229087694,149$846,8110.16%
110TAIWAN SEMICONDUCTOR MFG LTD8740391008,906$832,4530.15%
111ABBVIE INCABBV5,178$825,2180.15%
112CISCO SYS INCCSCO15,436$806,9170.15%
113VERISK ANALYTICS INCVRSK4,130$792,3820.15%
114NVIDIA CORPORATIONNVDA2,846$790,5330.15%
115PURECYCLE TECHNOLOGIES INCPCTTW111,272$778,9040.14%
116RESMED INCRSMDF3,391$742,5950.14%
117BALL CORPBALL13,466$742,1110.14%
118VANGUARD INDEX FDS9229086293,510$740,3290.14%
119MEDPACE HLDGS INCMEDP3,917$736,5920.14%
120AMERICAN EXPRESS COAXP4,447$733,5330.14%
121INVESCO EXCHANGE TRADED FD TIVZ15,000$709,8000.13%
122ABBOTT LABSABLZF6,869$695,5550.13%
123COSTAR GROUP INCCSGP10,085$694,3520.13%
124VISA INCV3,006$677,7330.12%
125EXXON MOBIL CORPXOM6,170$676,6020.12%
126GOLDMAN SACHS ETF TRNVGLF21,213$657,8240.12%
127EQUINIX INCEQIX903$651,0990.12%
128BIO-TECHNE CORPTECH8,520$632,0990.12%
129COGNEX CORPCGNX12,740$631,2670.12%
130DEXCOM INCDXCM5,400$627,3720.12%
131HENRY JACK & ASSOC INC4262811014,114$620,0620.11%
132PHREESIA INCPHR19,000$613,5100.11%
133ISHARES TR4642874998,670$606,2060.11%
134REINSURANCE GRP OF AMERICA I7593516044,537$602,3320.11%
135HUBSPOT INCHUBS1,379$591,2460.11%
136MORNINGSTAR INCMORN2,887$586,1480.11%
137VEEVA SYS INCVEEV3,155$579,8570.11%
138GILDAN ACTIVEWEAR INCGIL17,361$579,4410.11%
139VERIZON COMMUNICATIONS INCVZ14,716$572,3050.11%
140LILLY ELI & COLLY1,658$569,4640.11%
141ILLUMINA INCILMN2,416$561,8410.10%
142ICON PLCICLR2,630$561,7420.10%
143REPLIGEN CORPRGEN3,291$554,0730.10%
144GENTEX CORPGNTX19,702$552,2470.10%
145ANALOG DEVICES INCADI2,730$538,4110.10%
146NETFLIX INCNFLX1,557$537,9120.10%
147BRISTOL-MYERS SQUIBB COCELG-RI7,549$523,2210.10%
148SALESFORCE INCCRM2,597$518,8290.10%
149PNC FINL SVCS GROUP INC6934751054,064$516,5340.10%
150CORTEVA INCCTVA8,414$507,4620.09%
151BLACKROCK INCBLK746$499,1640.09%
152CERENCE INCCRNC17,041$478,6820.09%
153GAMING & LEISURE PPTYS INC36467J1089,193$478,5880.09%
154BLACKBAUD INCBLKB6,875$476,4380.09%
155ISHARES TR4642875983,080$468,9610.09%
156AURINIA PHARMACEUTICALS INCAUPH42,500$465,8000.09%
157VANGUARD BD INDEX FDS9219378356,307$465,6460.09%
158DIGITAL RLTY TR INC2538681034,648$456,9450.08%
159S & T BANCORP INCSTBA14,502$456,0880.08%
160ISHARES INC4642866089,996$450,6200.08%
161DROPBOX INCDBX20,753$448,6800.08%
162CHARTER COMMUNICATIONS INC N16119P1081,238$442,7210.08%
163NATIONAL INSTRS CORP6365181028,316$435,8420.08%
164CONOCOPHILLIPSCOP4,282$427,3860.08%
165V F CORPVFC18,545$424,8660.08%
166TRADEWEB MKTS INC8926721065,289$417,9370.08%
167CATERPILLAR INCCAT1,805$413,0560.08%
168ISHARES TR46429B6718,211$409,6470.08%
169KORNIT DIGITAL LTDKRNT21,101$408,5150.08%
170AIR PRODS & CHEMS INCAIIR1,400$402,0940.07%
171COMMVAULT SYS INCCVLT7,004$397,4070.07%
172COSTCO WHSL CORP NEW22160K105763$379,1120.07%
173TARGET CORPTGT2,287$378,7960.07%
174PAYCOM SOFTWARE INCPAYC1,229$373,6280.07%
175LINDE PLCLIN1,050$372,4200.07%
176GUIDEWIRE SOFTWARE INCGWRE4,530$371,6870.07%
177MCDONALDS CORPMCD1,328$371,3220.07%
178ELEVANCE HEALTH INCELV807$371,0670.07%
179AFLAC INCAFL5,707$368,2160.07%
180SPS COMM INCSPSC2,403$365,9770.07%
181CNO FINL GROUP INC12621E10316,479$365,6690.07%
182COLGATE PALMOLIVE COCL4,811$361,5470.07%
183WORKDAY INCWDAY1,695$350,0850.06%
184AMERIPRISE FINL INC03076C1061,131$346,6520.06%
185SPOTIFY TECHNOLOGY S ASPOT2,594$346,6100.06%
186VANGUARD INTL EQUITY INDEX F9220428745,677$346,0130.06%
187BP PLCBPPFF9,108$345,5580.06%
188STAAR SURGICAL COSTAA5,382$344,1790.06%
189HIMS & HERS HEALTH INCHIMS34,052$337,7960.06%
190CITIGROUP INCC-PR7,178$336,5760.06%
191CHUBB LIMITEDCB1,707$332,8820.06%
192UNION PAC CORPUNP1,645$331,0730.06%
193BRAZE INCBRZE9,409$325,2690.06%
194AMERICAN TOWER CORP NEW03027X1001,574$321,6310.06%
195APPLIED MATLS INC0382221052,606$320,0950.06%
196VERINT SYS INC92343X1008,563$318,8860.06%
197GOLDMAN SACHS GROUP INCGSCE968$316,6420.06%
198COPART INCCPRT4,200$315,8820.06%
199PUBLIC SVC ENTERPRISE GRP IN7445731064,959$309,6900.06%
200ZSCALER INCZS2,609$304,8090.06%
201GENERAL ELECTRIC CO3696043013,163$302,6340.06%
202SYNOPSYS INCSNPS758$292,7780.05%
203VANGUARD WORLD FDS92204A702748$288,3560.05%
204INSTRUCTURE HLDGS INC45779010311,110$287,7490.05%
205COGNYTE SOFTWARE LTDCGNT82,778$280,6170.05%
206GOLDMAN SACHS ETF TRNVGLF2,781$278,4500.05%
207ISHARES TR4642878382,084$276,1790.05%
208MOTOROLA SOLUTIONS INCMSI955$274,0950.05%
209VANGUARD INTL EQUITY INDEX F9220428586,769$273,4640.05%
210AZENTA INCAZTA6,104$272,3600.05%
211TOAST INCTOST15,191$269,6400.05%
212KLA CORPKLAC663$264,6500.05%
213RAPID7 INCRPD5,638$258,8410.05%
214ADOBE SYSTEMS INCORPORATEDADBE662$255,1150.05%
215WALMART INCWMT1,725$254,3510.05%
216AVERY DENNISON CORPAVY1,391$248,8920.05%
217AT&T INCT-PC12,309$236,9480.04%
218NEXTERA ENERGY INCNEE-PW3,026$233,2440.04%
219BROADCOM INCAVGO359$230,3130.04%
220GOLDMAN SACHS ETF TRNVGLF5,031$230,2770.04%
221RAYTHEON TECHNOLOGIES CORPRTX2,344$229,5480.04%
222ASML HOLDING N VASMLF337$229,3990.04%
223PPL CORPPPLC8,127$227,8150.04%
224FERGUSON PLC NEWG3421J1061,702$224,1220.04%
225ISHARES TR46432F8423,258$217,7970.04%
226VANGUARD INDEX FDS9229087441,575$217,5230.04%
227ILLINOIS TOOL WKS INC452308109869$212,6960.04%
228EBAY INC.EBAY4,750$210,7580.04%
229ISHARES TR4642874812,308$210,1430.04%
230EATON CORP PLCETN1,223$209,5490.04%
231MPLX LPMPLXP6,075$209,2840.04%
232GLOBAL X FDS37954Y87110,438$208,0290.04%
233VIPSHOP HOLDINGS LIMITEDVIPS13,675$207,5870.04%
234DEERE & CODE502$207,2660.04%
235PAYCHEX INCPAYX1,803$206,6060.04%
236UNITED STS OIL FD LPUNTCW3,107$206,4290.04%
237JD.COM INCJDCMF4,682$205,4930.04%
238HARMONY GOLD MINING CO LTDHGMCF50,000$205,0000.04%
239PINTEREST INCPINS7,499$204,4980.04%
240PFIZER INCPFE5,000$204,0000.04%
241CUBESMARTCUBE4,300$200,8530.04%
242HONEYWELL INTL INC4385161061,048$200,2940.04%
243COSTCO WHSL CORP NEW22160K105300$149,0610.03%
244ANTERO MIDSTREAM CORPAM14,000$146,8600.03%
245QUALTEK SERVICES INC74760R303322,656$127,4170.02%
246ENTHUSIAST GAMING HLDGS INC29385B109104,425$60,5770.01%
247REPUBLIC FIRST BANCORP INC76041610735,000$47,6000.01%
248SANGOMA TECHNOLOGIES CORPSANG10,000$37,5400.01%
249HYDROFARM HLDGS GROUP INC44888K20921,188$36,6550.01%
250EVOLV TECHNOLOGIES HLDNGS INEVLVW10,670$33,2900.01%
251TESLA INCTSLA100$20,7460.00%
252CLOVER HEALTH INVESTMENTS COCLOV20,258$17,1200.00%