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 Q4 2023 · Filed November 14, 2023 · Accession 0001720969-23-000005

Total Value
$620.7M
Positions
280
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (280)

#IssuerTicker / CUSIPSharesValue% of Filing
1MASTEC INCMTZ1,371,376$98.7M15.90%
2APPLE INCAAPL118,123$20.2M3.26%
3ISHARES TR46428720042,166$18.2M2.93%
4ISHARES TR46428762272,303$17.1M2.75%
5SPDR S&P 500 ETF TRSPY39,154$16.7M2.70%
6MICROSOFT CORPMSFT44,938$14.2M2.29%
7ISHARES TR464287804145,976$13.8M2.23%
8ISHARES TR464287499179,531$12.5M2.01%
9JOHNSON & JOHNSONJNJ72,571$11.3M1.82%
10BENTLEY SYS INCBSY195,246$9.8M1.58%
11ALPHABET INCGOOG63,132$8.3M1.33%
12ISHARES TR46428710139,950$8.0M1.30%
13UNITEDHEALTH GROUP INCUNH15,667$7.9M1.27%
14AMAZON COM INCAMZN61,971$7.9M1.27%
15SPDR S&P MIDCAP 400 ETF TRMDY16,930$7.7M1.25%
16MARSH & MCLENNAN COS INC57174810237,483$7.1M1.15%
17VANGUARD INDEX FDS92290836317,916$7.1M1.14%
18SELECT SECTOR SPDR TR81369Y80340,656$6.7M1.07%
19PEPSICO INCPEP36,688$6.2M1.00%
20UBER TECHNOLOGIES INCUBER126,838$5.8M0.94%
21ACCENTURE PLC IRELANDACN17,140$5.3M0.85%
22META PLATFORMS INCMETA16,257$4.9M0.79%
23CHEVRON CORP NEWCVX28,281$4.8M0.77%
24NIKE INCNKE48,523$4.7M0.75%
25VERTEX INCVERX200,678$4.6M0.75%
26INVESCO QQQ TRIVZ12,582$4.5M0.73%
27LOWES COS INC54866110720,969$4.4M0.70%
28ALPHABET INCGOOG35,489$4.4M0.70%
29BERKSHIRE HATHAWAY INC DELBRK-A11,558$4.0M0.65%
30CENCORA INCCOR22,094$4.0M0.64%
31ROSS STORES INCROST34,980$4.0M0.64%
32GRAINGER W W INC3848021045,602$3.9M0.62%
33MCDONALDS CORPMCD14,471$3.8M0.61%
34AMGEN INCAMGN14,176$3.8M0.61%
35UNITED PARCEL SERVICE INCUPS23,718$3.7M0.60%
36MONDELEZ INTL INC60920710550,083$3.5M0.56%
37FULTON FINL CORP PA360271100281,104$3.4M0.56%
38STRYKER CORPORATIONSYK12,536$3.4M0.55%
39HOME DEPOT INCHD11,273$3.4M0.55%
40MICROCHIP TECHNOLOGY INC.MCHPP43,452$3.4M0.55%
41PFIZER INCPFE101,707$3.4M0.54%
42CVS HEALTH CORPCVS47,493$3.3M0.53%
43ISHARES TR46428761412,284$3.3M0.53%
44SYSCO CORPSYY49,413$3.3M0.53%
45MASTERCARD INCORPORATEDMA8,199$3.2M0.52%
46DISNEY WALT CO25468710639,533$3.2M0.52%
47TESLA INCTSLA12,718$3.2M0.51%
48THERMO FISHER SCIENTIFIC INCTMO6,209$3.1M0.51%
49ABBVIE INCABBV20,804$3.1M0.50%
50COCA COLA COKO54,137$3.1M0.49%
51JPMORGAN CHASE & COVYLD20,060$2.9M0.47%
52INTUITINTU5,684$2.9M0.47%
53SPDR SER TR78464A76325,231$2.9M0.47%
54EQUIFAX INCEFX15,611$2.9M0.46%
55ROBLOX CORPRBLX98,368$2.8M0.46%
56AUTOMATIC DATA PROCESSING INADP11,738$2.8M0.46%
57PROCTER AND GAMBLE CO74271810919,112$2.8M0.45%
58ENTERPRISE PRODS PARTNERS L29379210799,157$2.7M0.44%
59ISHARES TR46428750710,676$2.7M0.43%
60VANGUARD WHITEHALL FDS92194640625,748$2.7M0.43%
61STARBUCKS CORPSBUX28,465$2.6M0.42%
62PHILIP MORRIS INTL INC71817210927,453$2.6M0.42%
63MERCADOLIBRE INCMELI2,000$2.5M0.41%
64VANGUARD INTL EQUITY INDEX F92204277548,570$2.5M0.41%
65US BANCORP DELUSB-PS74,925$2.5M0.40%
66GLOBAL PMTS INC37940X10221,402$2.5M0.40%
67ABBOTT LABSABLZF25,252$2.4M0.39%
68ELEVANCE HEALTH INCELV5,569$2.4M0.39%
69STATE STR CORPSTT-PG35,751$2.4M0.39%
70AMPHENOL CORP NEW03209510128,393$2.4M0.39%
71MEDTRONIC PLCMDT29,101$2.3M0.37%
72EXXON MOBIL CORPXOM18,969$2.2M0.36%
73SCHWAB STRATEGIC TR80852479731,356$2.2M0.36%
74SERVICENOW INCNOW3,844$2.1M0.35%
75TEXAS INSTRS INC88250810412,905$2.1M0.33%
76MERCK & CO INCMRK19,569$2.0M0.33%
77DOLLAR GEN CORP NEW25667710518,917$2.0M0.32%
78SPDR GOLD TRGLD11,594$2.0M0.32%
79SELECT SECTOR SPDR TR81369Y30828,486$2.0M0.32%
80CONAGRA BRANDS INCCAG68,296$1.9M0.30%
81AIR PRODS & CHEMS INCAIIR6,531$1.9M0.30%
82SERVICE CORP INTL81756510431,070$1.8M0.29%
83SMUCKER J M CO83269640513,979$1.7M0.28%
84BROADRIDGE FINL SOLUTIONS IN11133T1039,225$1.7M0.27%
85WASTE MGMT INC DEL94106L10910,691$1.6M0.26%
86MANHATTAN ASSOCIATES INCMANH8,096$1.6M0.26%
87PERRIGO CO PLCPRGO49,450$1.6M0.25%
88GOLDMAN SACHS ETF TRNVGLF18,686$1.6M0.25%
89KLA CORPKLAC3,405$1.6M0.25%
90COSTCO WHSL CORP NEW22160K1052,729$1.5M0.25%
91VERISK ANALYTICS INCVRSK6,020$1.4M0.23%
92WILLIAMS COS INC96945710041,401$1.4M0.22%
93VISA INCV5,983$1.4M0.22%
94DEERE & CODE3,611$1.4M0.22%
95AEROVIRONMENT INCAVAV12,155$1.4M0.22%
96PNC FINL SVCS GROUP INC69347510510,902$1.3M0.22%
97COMCAST CORP NEWCCZ29,753$1.3M0.21%
98CATERPILLAR INCCAT4,822$1.3M0.21%
99NVIDIA CORPORATIONNVDA3,023$1.3M0.21%
100MOODYS CORPMCO4,109$1.3M0.21%
101ENERGY TRANSFER L PET-PI92,521$1.3M0.21%
102FORTINET INCFTNT21,840$1.3M0.21%
103CYBERARK SOFTWARE LTDM2682V1087,781$1.3M0.21%
104VANGUARD INDEX FDS9229086376,140$1.2M0.19%
105ISHARES TR4642876556,711$1.2M0.19%
106QUALYS INCQLYS7,540$1.2M0.19%
107IDEXX LABS INC45168D1042,570$1.1M0.18%
108BANK AMERICA CORP06050510440,678$1.1M0.18%
109QUALCOMM INCQCOM10,013$1.1M0.18%
110INTEL CORPINTC31,244$1.1M0.18%
111BAXTER INTL INC07181310929,205$1.1M0.18%
112BLACKSTONE INCBX10,341$1.1M0.18%
113ELI LILLY & COLLY2,045$1.1M0.18%
114ISHARES TR46428715011,524$1.1M0.18%
115SELECT SECTOR SPDR TR81369Y2098,445$1.1M0.18%
116NORFOLK SOUTHN CORP6558441085,432$1.1M0.17%
117ISHARES TR46428730915,552$1.1M0.17%
118MEDPACE HLDGS INCMEDP4,330$1.0M0.17%
119NICE LTDNCSYF6,094$1.0M0.17%
120FACTSET RESH SYS INC3030751052,358$1.0M0.17%
121BOEING COBA-PA5,368$1.0M0.17%
122VANGUARD INDEX FDS9229086294,936$1.0M0.17%
123GOLDMAN SACHS ETF TRNVGLF25,379$1.0M0.16%
124CNO FINL GROUP INC12621E10341,672$988,8770.16%
125VANGUARD INDEX FDS9229087694,591$975,1740.16%
126RBC BEARINGS INCRBC4,134$967,8930.16%
127ISHARES TR4642874086,232$963,9660.16%
128EMERSON ELEC COEMR9,725$939,1430.15%
129ANSYS INC03662Q1053,131$931,6290.15%
130CISCO SYS INCCSCO17,299$929,9940.15%
131AMYLYX PHARMACEUTICALS INCAMLX50,000$915,5000.15%
132ALIBABA GROUP HLDG LTDBBAAY10,513$911,8980.15%
133DANAHER CORPORATION2358511023,579$887,9500.14%
134COSTAR GROUP INCCSGP11,239$864,1670.14%
135PIONEER NAT RES CO7237871073,695$848,1870.14%
136ORACLE CORPORCL-PD7,947$841,7460.14%
137CIMPRESS PLCCMPR11,903$833,3290.13%
138LAKELAND BANCORP INC51163710062,121$783,9670.13%
139BALL CORPBALL15,593$776,2440.13%
140TAIWAN SEMICONDUCTOR MFG LTD8740391008,875$775,3650.12%
141HONEYWELL INTL INC4385161064,191$774,2450.12%
142INVESCO EXCHANGE TRADED FD TIVZ15,000$750,6000.12%
143MORNINGSTAR INCMORN3,187$746,5230.12%
144VERIZON COMMUNICATIONS INCVZ22,867$741,1190.12%
145NEW JERSEY RES CORPNJR17,884$734,1380.12%
146INTERNATIONAL BUSINESS MACHSINTR5,210$730,9630.12%
147GOLDMAN SACHS ETF TRNVGLF24,012$724,4180.12%
148VEEVA SYS INCVEEV3,543$720,8230.12%
149CUMMINS INCCMI3,149$719,4210.12%
150GENTEX CORPGNTX21,737$707,3220.11%
1513M COMMM7,467$699,0610.11%
152FISERV INCFISV6,092$688,1520.11%
153HENRY JACK & ASSOC INC4262811014,531$684,8150.11%
154VANGUARD WORLD FDS92204A7021,644$683,5190.11%
155HUBSPOT INCHUBS1,379$679,1580.11%
156EQUINIX INCEQIX935$679,0530.11%
157AMERICAN EXPRESS COAXP4,542$677,6210.11%
158SKYWORKS SOLUTIONS INCSWKS6,816$671,9890.11%
159RESMED INCRSMDF4,443$656,9860.11%
160ADOBE INCADBE1,285$655,2220.11%
161REINSURANCE GRP OF AMERICA I7593516044,510$654,8070.11%
162BIO-TECHNE CORPTECH9,601$653,5400.11%
163REPLIGEN CORPRGEN4,062$645,8990.10%
164BP PLCBPPFF16,492$638,5700.10%
165COMMVAULT SYS INCCVLT9,273$626,9480.10%
166PURECYCLE TECHNOLOGIES INCPCTTW111,272$624,2360.10%
167DEXCOM INCDXCM6,584$614,2870.10%
168SALESFORCE INCCRM3,024$613,2070.10%
169GUIDEWIRE SOFTWARE INCGWRE6,646$598,1400.10%
170COGNEX CORPCGNX14,072$597,2160.10%
171ISHARES TR4642875983,870$591,3570.10%
172DIGITAL RLTY TR INC2538681034,811$582,2270.09%
173CHARTER COMMUNICATIONS INC N16119P1081,300$571,7660.09%
174DROPBOX INCDBX20,753$565,1040.09%
175NETFLIX INCNFLX1,495$564,5120.09%
176CONOCOPHILLIPSCOP4,623$556,6090.09%
177ZOETIS INCZTS3,197$556,2140.09%
178COGNYTE SOFTWARE LTDCGNT114,200$549,3020.09%
179TJX COS INC NEW8725401096,074$539,8810.09%
180ICON PLCICLR2,156$530,9150.09%
181BLACKBAUD INCBLKB7,497$527,1890.08%
182QORVO INCQRVO5,218$498,1620.08%
183BLACKROCK INCBLK766$495,0120.08%
184GILDAN ACTIVEWEAR INCGIL17,361$486,2820.08%
185VANGUARD BD INDEX FDS9219378356,749$470,9450.08%
186TRADEWEB MKTS INC8926721065,838$468,2080.08%
187PAYCOM SOFTWARE INCPAYC1,795$465,3900.07%
188ANALOG DEVICES INCADI2,657$465,2140.07%
189KIMBERLY-CLARK CORPKMB3,767$459,5250.07%
190SPS COMM INCSPSC2,657$453,3110.07%
191LINDE PLCLIN1,206$449,0540.07%
192BRISTOL-MYERS SQUIBB COCELG-RI7,675$445,4570.07%
193TRUIST FINL CORP89832Q10915,552$444,9430.07%
194KORNIT DIGITAL LTDKRNT23,380$442,1160.07%
195CORTEVA INCCTVA8,533$436,5670.07%
196GENERAL ELECTRIC CO3696043013,938$435,3460.07%
197APPLIED MATLS INC0382221053,134$433,9020.07%
198ISHARES INC4642866089,996$422,2310.07%
199AT&T INCT-PC28,059$421,4460.07%
200BROADCOM INCAVGO488$405,3230.07%
201ZSCALER INCZS2,604$405,1560.07%
202SPOTIFY TECHNOLOGY S ASPOT2,594$401,1360.06%
203AFLAC INCAFL5,213$400,0980.06%
204CME GROUP INCCME1,998$400,0400.06%
205HUNTINGTON BANCSHARES INCHBANP37,588$396,7090.06%
206UNION PAC CORPUNP1,938$394,6350.06%
207S & T BANCORP INCSTBA14,502$392,7140.06%
208CERENCE INCCRNC18,825$383,4650.06%
209ASPEN TECHNOLOGY INC29109X1061,876$383,1920.06%
210FORD MTR CO DEL34537086030,779$382,2750.06%
211ALTRIA GROUP INCMO8,533$366,9130.06%
212COPART INCCPRT8,467$364,8430.06%
213AMERIPRISE FINL INC03076C1061,094$360,6700.06%
214SYNOPSYS INCSNPS785$360,2910.06%
215SEAGATE TECHNOLOGY HLDNGS PLSE5,402$356,5360.06%
216PHREESIA INCPHR19,000$354,9200.06%
217ILLUMINA INCILMN2,584$354,7320.06%
218CHUBB LIMITEDCB1,657$346,2780.06%
219WALMART INCWMT2,155$344,6490.06%
220SUNOCO LP/SUNOCO FIN CORPSUN7,000$342,6500.06%
221HESS CORPHESM2,235$341,9550.06%
222ISHARES TR4642873418,248$340,3120.05%
223GOLDMAN SACHS GROUP INCGSCE1,046$338,4540.05%
224V F CORPVFC18,921$334,3340.05%
225MSCI INCMSCI646$331,4500.05%
226AURINIA PHARMACEUTICALS INCAUPH42,500$330,2250.05%
227VANGUARD INTL EQUITY INDEX F9220428745,677$328,8690.05%
228CDW CORPCDW1,619$326,6490.05%
229STAAR SURGICAL COSTAA8,100$325,4580.05%
230WORKDAY INCWDAY1,500$322,2750.05%
231ISHARES TR4642874813,508$321,0870.05%
232PUBLIC SVC ENTERPRISE GRP IN7445731065,266$299,6880.05%
233VANGUARD SPECIALIZED FUNDS9219088441,858$290,0770.05%
234SCHWAB CHARLES CORPSCHW-PJ5,256$288,5540.05%
235TOAST INCTOST15,357$287,6370.05%
236AMERICAN TOWER CORP NEW03027X1001,739$285,9790.05%
237COLGATE PALMOLIVE COCL3,972$282,4490.05%
238GOLDMAN SACHS ETF TRNVGLF6,533$282,3060.05%
239GLOBAL X FDS37954Y87110,438$282,2440.05%
240INSTRUCTURE HLDGS INC45779010311,110$282,1940.05%
241FERGUSON PLC NEWG3421J1061,702$281,7960.05%
242EATON CORP PLCETN1,275$271,9320.04%
243MICRON TECHNOLOGY INCMU3,928$267,2220.04%
244AMETEK INCAME1,804$266,5590.04%
245ISHARES TR4642878382,092$265,8220.04%
246ISHARES TR46432F8424,122$265,2650.04%
247VANGUARD STAR FDS9219097684,944$264,6030.04%
248AVERY DENNISON CORPAVY1,431$261,4010.04%
249BRAZE INCBRZE5,544$259,0710.04%
250NEOGEN CORPNEOG13,817$256,1620.04%
251GOLDMAN SACHS ETF TRNVGLF2,499$250,1720.04%
252AZENTA INCAZTA4,966$249,2440.04%
253ISHARES TR4642884142,418$247,9610.04%
254DATADOG INCDDOG2,615$238,2000.04%
255ADVANCED MICRO DEVICES INCAMD2,310$237,5140.04%
256BECTON DICKINSON & COBDX909$235,0040.04%
257NASDAQ INCNDAQ4,802$233,3290.04%
258PPL CORPPPLC9,446$224,7380.04%
259DEVON ENERGY CORP NEW25179M1034,649$221,7570.04%
260PAYCHEX INCPAYX1,903$219,4730.04%
261ILLINOIS TOOL WKS INC452308109945$218,9660.04%
262VIPSHOP HLDGS LTDVIPS13,675$218,9370.04%
263VANGUARD INDEX FDS9229087441,575$217,2400.03%
264ENOVA INTL INC29357K1034,263$216,8590.03%
265MPLX LPMPLXP6,075$216,0880.03%
266HIMS & HERS HEALTH INCHIMS34,052$214,1870.03%
267VALLEY NATL BANCORP91979410724,500$212,4150.03%
268WESTERN ALLIANCE BANCORPWAL-PA4,573$210,2210.03%
269ISHARES TR4642871681,924$207,0990.03%
270PROGRESSIVE CORP7433151031,467$204,3530.03%
271PINTEREST INCPINS7,499$202,6980.03%
272TOYOTA MOTOR CORPTOYOF1,118$200,9610.03%
273HARMONY GOLD MINING CO LTDHGMCF50,000$188,0000.03%
274ANTERO MIDSTREAM CORPAM14,000$167,7200.03%
275EVOLV TECHNOLOGIES HLDNGS INEVLVW11,420$55,5010.01%
276SANGOMA TECHNOLOGIES CORPSANG10,000$34,9160.01%
277ENTHUSIAST GAMING HLDGS INC29385B109104,425$34,7740.01%
278HYDROFARM HLDGS GROUP INC44888K20921,188$25,8490.00%
279CLOVER HEALTH INVESTMENTS COCLOV20,258$21,8790.00%
280IMMUNITYBIO INCIBRX12,500$21,1250.00%