Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2023 · Filed July 20, 2023 · Accession 0001720969-23-000004

Total Value
$673.8M
Positions
267
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1MASTEC INCMTZ1,456,846$171.9M25.51%
2APPLE INCAAPL109,411$21.2M3.15%
3ISHARES TR46428720042,207$18.8M2.79%
4SPDR S&P 500 ETF TRSPY39,302$17.4M2.59%
5MICROSOFT CORPMSFT42,568$14.5M2.15%
6ISHARES TR464287804139,036$13.9M2.06%
7JOHNSON & JOHNSONJNJ68,292$11.3M1.68%
8BENTLEY SYS INCBSY195,043$10.6M1.57%
9ISHARES TR46428762238,624$9.4M1.40%
10ISHARES TR46428710140,141$8.3M1.23%
11AMAZON COM INCAMZN61,253$8.0M1.19%
12SPDR S&P MIDCAP 400 ETF TRMDY16,594$7.9M1.18%
13ISHARES TR464287499102,337$7.5M1.11%
14VANGUARD INDEX FDS92290836317,708$7.2M1.07%
15UNITEDHEALTH GROUP INCUNH14,605$7.0M1.04%
16ALPHABET INCGOOG58,545$7.0M1.04%
17MARSH & MCLENNAN COS INC57174810236,569$6.9M1.02%
18PEPSICO INCPEP33,339$6.2M0.92%
19ISHARES TR46428761420,846$5.7M0.85%
20UNITED PARCEL SERVICE INCUPS30,609$5.5M0.81%
21UBER TECHNOLOGIES INCUBER126,778$5.5M0.81%
22SELECT SECTOR SPDR TR81369Y80330,262$5.3M0.78%
23GRAINGER W W INC3848021046,392$5.0M0.75%
24LOWES COS INC54866110721,669$4.9M0.73%
25CHEVRON CORP NEWCVX30,207$4.8M0.71%
26META PLATFORMS INCMETA16,438$4.7M0.70%
27ACCENTURE PLC IRELANDACN15,244$4.7M0.70%
28NIKE INCNKE42,291$4.7M0.69%
29INVESCO QQQ TRIVZ12,438$4.6M0.68%
30AMERISOURCEBERGEN CORPCOR22,914$4.4M0.65%
31ROSS STORES INCROST36,227$4.1M0.60%
32MICROCHIP TECHNOLOGY INC.MCHPP45,107$4.0M0.60%
33ROBLOX CORPRBLX98,380$4.0M0.59%
34VERTEX INCVERX200,637$3.9M0.58%
35BERKSHIRE HATHAWAY INC DELBRK-A11,262$3.8M0.57%
36SYSCO CORPSYY51,453$3.8M0.57%
37ALPHABET INCGOOG31,219$3.8M0.56%
38MONDELEZ INTL INC60920710551,665$3.8M0.56%
39DISNEY WALT CO25468710640,219$3.6M0.53%
40STRYKER CORPORATIONSYK11,523$3.5M0.52%
41CVS HEALTH CORPCVS48,498$3.4M0.50%
42FULTON FINL CORP PA360271100281,104$3.4M0.50%
43THERMO FISHER SCIENTIFIC INCTMO6,369$3.3M0.49%
44DOLLAR GEN CORP NEW25667710519,479$3.3M0.49%
45PFIZER INCPFE90,118$3.3M0.49%
46EQUIFAX INCEFX14,002$3.3M0.49%
47COCA COLA COKO53,471$3.2M0.48%
48AMGEN INCAMGN14,393$3.2M0.47%
49HOME DEPOT INCHD10,231$3.2M0.47%
50SPDR SER TR78464A76324,112$3.0M0.44%
51JPMORGAN CHASE & COVYLD20,305$3.0M0.44%
52MASTERCARD INCORPORATEDMA7,381$2.9M0.43%
53MCDONALDS CORPMCD9,379$2.8M0.42%
54ABBOTT LABSABLZF25,621$2.8M0.41%
55ISHARES TR46428750710,530$2.8M0.41%
56PHILIP MORRIS INTL INC71817210927,974$2.7M0.41%
57STATE STR CORPSTT-PG37,147$2.7M0.40%
58VANGUARD WHITEHALL FDS92194640625,589$2.7M0.40%
59VANGUARD INTL EQUITY INDEX F92204277548,570$2.6M0.39%
60ENTERPRISE PRODS PARTNERS L29379210798,636$2.6M0.39%
61MEDTRONIC PLCMDT29,457$2.6M0.39%
62PROCTER AND GAMBLE CO74271810916,415$2.5M0.37%
63STARBUCKS CORPSBUX24,998$2.5M0.37%
64US BANCORP DELUSB-PS73,686$2.4M0.36%
65AUTOMATIC DATA PROCESSING INADP10,824$2.4M0.36%
66TESLA INCTSLA9,125$2.4M0.35%
67MERCADOLIBRE INCMELI2,000$2.4M0.35%
68CONAGRA BRANDS INCCAG69,816$2.4M0.35%
69ABBVIE INCABBV17,422$2.3M0.35%
70AMPHENOL CORP NEW03209510127,405$2.3M0.35%
71SCHWAB STRATEGIC TR80852479731,356$2.3M0.34%
72INTUITINTU4,871$2.2M0.33%
73GLOBAL PMTS INC37940X10222,221$2.2M0.32%
74SMUCKER J M CO83269640514,570$2.2M0.32%
75SERVICENOW INCNOW3,810$2.1M0.32%
76SELECT SECTOR SPDR TR81369Y30828,482$2.1M0.31%
77SPDR GOLD TRGLD11,594$2.1M0.31%
78TEXAS INSTRS INC88250810411,230$2.0M0.30%
79PERRIGO CO PLCPRGO51,555$1.8M0.26%
80SERVICE CORP INTL81756510425,924$1.7M0.25%
81MANHATTAN ASSOCIATES INCMANH8,361$1.7M0.25%
82WASTE MGMT INC DEL94106L1099,436$1.6M0.24%
83MERCK & CO INCMRK13,774$1.6M0.24%
84FORTINET INCFTNT20,649$1.6M0.23%
85VANGUARD INDEX FDS9229086377,230$1.5M0.22%
86GOLDMAN SACHS ETF TRNVGLF16,497$1.4M0.21%
87VISA INCV6,001$1.4M0.21%
88BAXTER INTL INC07181310930,195$1.4M0.21%
89MOODYS CORPMCO3,972$1.4M0.20%
90COSTCO WHSL CORP NEW22160K1052,553$1.4M0.20%
91EXXON MOBIL CORPXOM12,724$1.4M0.20%
92PNC FINL SVCS GROUP INC69347510510,818$1.4M0.20%
93ISHARES TR4642875988,600$1.4M0.20%
94CNO FINL GROUP INC12621E10357,137$1.4M0.20%
95WILLIAMS COS INC96945710041,040$1.3M0.20%
96BROADRIDGE FINL SOLUTIONS IN11133T1038,037$1.3M0.20%
97NVIDIA CORPORATIONNVDA3,075$1.3M0.19%
98VERISK ANALYTICS INCVRSK5,579$1.3M0.19%
99IDEXX LABS INC45168D1042,433$1.2M0.18%
100NORFOLK SOUTHN CORP6558441085,387$1.2M0.18%
101ISHARES TR4642876556,495$1.2M0.18%
102KLA CORPKLAC2,489$1.2M0.18%
103BANK AMERICA CORP06050510442,018$1.2M0.18%
104COMCAST CORP NEWCCZ28,952$1.2M0.18%
105NICE LTDNCSYF5,790$1.2M0.18%
106PURECYCLE TECHNOLOGIES INCPCTTW111,272$1.2M0.18%
107AEROVIRONMENT INCAVAV11,520$1.2M0.17%
108CYBERARK SOFTWARE LTDM2682V1087,379$1.2M0.17%
109ENERGY TRANSFER L PET-PI89,721$1.1M0.17%
110ISHARES TR46428715011,524$1.1M0.17%
111SELECT SECTOR SPDR TR81369Y2098,410$1.1M0.17%
112ISHARES TR46428730915,552$1.1M0.16%
113BECTON DICKINSON & COBDX4,070$1.1M0.16%
114BOEING COBA-PA5,012$1.1M0.16%
115BLACKSTONE INCBX11,064$1.0M0.15%
116ISHARES TR4642874086,232$1.0M0.15%
117MEDPACE HLDGS INCMEDP4,111$987,3390.15%
118ANSYS INC03662Q1052,956$976,2780.14%
119COSTAR GROUP INCCSGP10,636$946,6040.14%
120GOLDMAN SACHS ETF TRNVGLF22,751$945,7690.14%
121TJX COS INC NEW87254010911,099$941,0610.14%
122HONEYWELL INTL INC4385161064,469$927,3180.14%
123QUALYS INCQLYS7,161$924,9860.14%
124VANGUARD INDEX FDS9229087694,149$913,9420.14%
125TAIWAN SEMICONDUCTOR MFG LTD8740391008,906$898,7940.13%
126FACTSET RESH SYS INC3030751052,242$898,2570.13%
127PIONEER NAT RES CO7237871074,313$893,5670.13%
128ALIBABA GROUP HLDG LTDBBAAY10,513$876,2590.13%
129FISERV INCFISV6,826$861,1000.13%
130EMERSON ELEC COEMR9,471$856,0840.13%
131RBC BEARINGS INCRBC3,927$854,0050.13%
132NEW JERSEY RES CORPNJR17,884$851,1000.13%
133LILLY ELI & COLLY1,783$836,0410.12%
134LAKELAND BANCORP INC51163710062,121$831,8000.12%
135DANAHER CORPORATION2358511023,397$815,2800.12%
136BALL CORPBALL13,559$789,2690.12%
137AMERICAN EXPRESS COAXP4,471$778,8480.12%
138RESMED INCRSMDF3,562$778,2970.12%
139INVESCO EXCHANGE TRADED FD TIVZ15,000$756,7500.11%
140COGNEX CORPCGNX13,371$749,0430.11%
141DEXCOM INCDXCM5,732$736,6190.11%
142HUBSPOT INCHUBS1,379$733,7520.11%
143BIO-TECHNE CORPTECH8,976$732,7110.11%
144VANGUARD INDEX FDS9229086293,287$723,6660.11%
145EQUINIX INCEQIX920$721,2250.11%
146HENRY JACK & ASSOC INC4262811014,310$721,1920.11%
147VEEVA SYS INCVEEV3,373$666,9430.10%
148ISHARES TR46428837214,140$663,8730.10%
149NETFLIX INCNFLX1,491$656,7710.10%
150GOLDMAN SACHS ETF TRNVGLF20,827$652,9390.10%
151KORNIT DIGITAL LTDKRNT22,202$652,0730.10%
152COGNYTE SOFTWARE LTDCGNT103,162$628,2570.09%
153REINSURANCE GRP OF AMERICA I7593516044,491$622,8570.09%
154ICON PLCICLR2,440$610,4880.09%
155SALESFORCE INCCRM2,870$606,3160.09%
156GENTEX CORPGNTX20,650$604,2190.09%
157ADOBE SYSTEMS INCORPORATEDADBE1,228$600,4800.09%
158MORNINGSTAR INCMORN3,029$593,8960.09%
159PHREESIA INCPHR19,000$589,1900.09%
160ISHARES TR4642876304,167$586,7140.09%
161CISCO SYS INCCSCO11,016$569,9680.08%
162VANGUARD WORLD FDS92204A7021,268$560,6870.08%
163GILDAN ACTIVEWEAR INCGIL17,361$559,7190.08%
164VERIZON COMMUNICATIONS INCVZ14,963$556,4740.08%
165DROPBOX INCDBX20,753$553,4830.08%
166REPLIGEN CORPRGEN3,861$546,1770.08%
167ZOETIS INCZTS3,116$536,6060.08%
168COMMVAULT SYS INCCVLT7,351$533,8300.08%
169CERENCE INCCRNC17,888$522,8660.08%
170DIGITAL RLTY TR INC2538681034,576$521,0690.08%
171BLACKROCK INCBLK744$514,2080.08%
172BLACKBAUD INCBLKB7,120$506,8020.08%
173ANALOG DEVICES INCADI2,598$506,1160.08%
174NATIONAL INSTRS CORP6365181028,727$500,9300.07%
175BRISTOL-MYERS SQUIBB COCELG-RI7,701$492,4790.07%
176VANGUARD BD INDEX FDS9219378356,749$490,5850.07%
177CORTEVA INCCTVA8,512$487,7540.07%
178SPS COMM INCSPSC2,521$484,1830.07%
179ILLUMINA INCILMN2,557$479,4120.07%
180CHARTER COMMUNICATIONS INC N16119P1081,288$473,1730.07%
181PAYCOM SOFTWARE INCPAYC1,444$463,8710.07%
182CATERPILLAR INCCAT1,868$459,6210.07%
183ISHARES INC4642866089,996$458,0170.07%
184CONOCOPHILLIPSCOP4,401$455,9880.07%
185KIMBERLY-CLARK CORPKMB3,214$443,7250.07%
186LINDE PLCLIN1,146$436,7180.06%
187AIR PRODS & CHEMS INCAIIR1,452$434,9180.06%
188GUIDEWIRE SOFTWARE INCGWRE5,511$419,2770.06%
189SPOTIFY TECHNOLOGY S ASPOT2,594$416,4670.06%
190AURINIA PHARMACEUTICALS INCAUPH42,500$411,4000.06%
191HUNTINGTON BANCSHARES INCHBANP37,197$406,6330.06%
192APPLIED MATLS INC0382221052,763$399,3640.06%
193S & T BANCORP INCSTBA14,502$394,3090.06%
194WORKDAY INCWDAY1,711$386,4980.06%
195COPART INCCPRT4,186$381,8050.06%
196ZSCALER INCZS2,600$380,3800.06%
197TRADEWEB MKTS INC8926721065,550$380,0640.06%
198ELEVANCE HEALTH INCELV841$373,6480.06%
199ALTRIA GROUP INCMO8,202$371,5510.06%
200CME GROUP INCCME1,956$362,4270.05%
201AMERIPRISE FINL INC03076C1061,081$359,0650.05%
202AFLAC INCAFL5,069$353,8160.05%
203UNION PAC CORPUNP1,719$351,7420.05%
204V F CORPVFC18,410$351,4470.05%
205VANGUARD INTL EQUITY INDEX F9220428745,677$350,2710.05%
206GENERAL ELECTRIC CO3696043013,174$348,6640.05%
207BROADCOM INCAVGO395$342,6350.05%
208BP PLCBPPFF9,698$342,2420.05%
209ISHARES TR4642874813,508$338,9780.05%
210INVESCO EXCH TRD SLF IDX FDIVZ6,760$331,1050.05%
211SYNOPSYS INCSNPS758$330,0410.05%
212GOLDMAN SACHS GROUP INCGSCE1,009$325,4430.05%
213AMERICAN TOWER CORP NEW03027X1001,660$321,9400.05%
214CITIGROUP INCC-PR6,974$321,0830.05%
215HIMS & HERS HEALTH INCHIMS34,052$320,0890.05%
216PUBLIC SVC ENTERPRISE GRP IN7445731064,992$312,5490.05%
217COLGATE PALMOLIVE COCL3,988$307,2360.05%
218ISHARES TR4642873418,248$306,9910.05%
219TOAST INCTOST13,391$302,2350.04%
220MSCI INCMSCI634$297,5300.04%
221STAAR SURGICAL COSTAA5,650$297,0210.04%
222ASPEN TECHNOLOGY INC29109X1061,768$296,3340.04%
223GAMING & LEISURE PPTYS INC36467J1086,093$295,2670.04%
224AZENTA INCAZTA6,306$294,3640.04%
225CDW CORPCDW1,576$289,1960.04%
226CHUBB LIMITEDCB1,467$282,4860.04%
227INSTRUCTURE HLDGS INC45779010311,110$279,5280.04%
228ISHARES TR4642878382,092$278,3790.04%
229VANGUARD STAR FDS9219097684,944$277,2600.04%
230VANGUARD INTL EQUITY INDEX F9220428586,776$275,6300.04%
231SCHWAB CHARLES CORPSCHW-PJ4,835$274,0480.04%
232VANGUARD INDEX FDS9229087441,893$268,9950.04%
233FERGUSON PLC NEWG3421J1061,702$268,5320.04%
234WALMART INCWMT1,649$259,1900.04%
235GOLDMAN SACHS ETF TRNVGLF5,691$257,5750.04%
236DATADOG INCDDOG2,600$255,7880.04%
237EATON CORP PLCETN1,258$252,9840.04%
238NEXTERA ENERGY INCNEE-PW3,369$249,9800.04%
239ISHARES TR4642884142,334$249,0840.04%
240ASML HOLDING N VASMLF337$244,2410.04%
241BRAZE INCBRZE5,544$242,7720.04%
242GOLDMAN SACHS ETF TRNVGLF2,413$241,5020.04%
243VERINT SYS INC92343X1006,818$239,0390.04%
244AVERY DENNISON CORPAVY1,391$238,9740.04%
245NASDAQ INCNDAQ4,781$238,3330.04%
246GLOBAL X FDS37954Y87110,438$226,5050.03%
247ENOVA INTL INC29357K1034,263$226,4510.03%
248VIPSHOP HOLDINGS LIMITEDVIPS13,675$225,6380.03%
249ADVANCED MICRO DEVICES INCAMD1,970$224,4030.03%
250ILLINOIS TOOL WKS INC452308109893$223,3930.03%
251RAYTHEON TECHNOLOGIES CORPRTX2,262$221,5860.03%
252ISHARES TR46432F8423,258$219,9150.03%
253DEERE & CODE542$219,6130.03%
254EBAY INC.EBAY4,827$215,7190.03%
255PPL CORPPPLC8,032$214,4760.03%
256MICRON TECHNOLOGY INCMU3,339$210,7240.03%
257HARMONY GOLD MINING CO LTDHGMCF50,000$210,0000.03%
258MPLX LPMPLXP6,075$206,1860.03%
259PINTEREST INCPINS7,499$205,0230.03%
260BOOZ ALLEN HAMILTON HLDG CORBAH1,825$203,6700.03%
261VALLEY NATL BANCORP91979410724,500$192,5700.03%
262ANTERO MIDSTREAM CORPAM14,000$162,4000.02%
263EVOLV TECHNOLOGIES HLDNGS INEVLVW11,420$68,5200.01%
264ENTHUSIAST GAMING HLDGS INC29385B109104,425$53,2570.01%
265SANGOMA TECHNOLOGIES CORPSANG10,000$37,6380.01%
266CLOVER HEALTH INVESTMENTS COCLOV20,258$18,1730.00%
267HYDROFARM HLDGS GROUP INC44888K20921,188$16,5690.00%