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 Q1 2024 · Filed April 30, 2024 · Accession 0001720969-24-000002

Total Value
$791.4M
Positions
314
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (314)

#IssuerTicker / CUSIPSharesValue% of Filing
1MASTEC INCMTZ1,167,448$108.9M13.76%
2VERTEX INCVERX2,164,221$68.7M8.69%
3ISHARES TR46428762287,610$25.2M3.19%
4ISHARES TR46428720041,980$22.1M2.79%
5APPLE INCAAPL127,852$21.9M2.77%
6MICROSOFT CORPMSFT51,516$21.7M2.74%
7ISHARES TR464287499228,489$19.2M2.43%
8SPDR S&P 500 ETF TRSPY36,668$19.2M2.42%
9ISHARES TR464287804162,056$17.9M2.26%
10META PLATFORMS INCMETA32,620$15.8M2.00%
11AMAZON COM INCAMZN65,540$11.8M1.49%
12SELECT SECTOR SPDR TR81369Y80351,109$10.6M1.34%
13BENTLEY SYS INCBSY194,236$10.1M1.28%
14ALPHABET INCGOOG65,711$9.9M1.25%
15UBER TECHNOLOGIES INCUBER128,073$9.9M1.25%
16VANGUARD INDEX FDS92290836320,393$9.8M1.24%
17JOHNSON & JOHNSONJNJ60,097$9.5M1.20%
18SPDR S&P MIDCAP 400 ETF TRMDY17,076$9.5M1.20%
19ISHARES TR46428710134,524$8.5M1.08%
20NVIDIA CORPORATIONNVDA8,039$7.3M0.92%
21UNITEDHEALTH GROUP INCUNH12,083$6.0M0.76%
22ACCENTURE PLC IRELANDACN15,930$5.5M0.70%
23BERKSHIRE HATHAWAY INC DELBRK-A12,833$5.4M0.68%
24MARSH & MCLENNAN COS INC57174810225,877$5.3M0.67%
25INVESCO QQQ TRIVZ11,970$5.3M0.67%
26ALPHABET INCGOOG36,917$5.2M0.66%
27PEPSICO INCPEP28,870$5.1M0.64%
28ELI LILLY & COLLY6,309$4.9M0.62%
29HOME DEPOT INCHD12,712$4.9M0.62%
30MCDONALDS CORPMCD16,914$4.8M0.60%
31FULTON FINL CORP PA360271100286,104$4.6M0.58%
32MASTERCARD INCORPORATEDMA8,718$4.2M0.53%
33INTUITINTU6,379$4.1M0.52%
34JPMORGAN CHASE & COVYLD20,349$4.1M0.52%
35EQUIFAX INCEFX14,807$4.0M0.50%
36PROCTER AND GAMBLE CO74271810923,874$3.9M0.49%
37ISHARES TR46428761411,489$3.9M0.49%
38ROBLOX CORPRBLX99,803$3.8M0.48%
39STRYKER CORPORATIONSYK10,455$3.7M0.47%
40EXXON MOBIL CORPXOM31,061$3.6M0.46%
41ABBVIE INCABBV19,820$3.6M0.46%
42AIR PRODS & CHEMS INCAIIR14,756$3.6M0.45%
43DISNEY WALT CO25468710628,817$3.5M0.45%
44VANGUARD INDEX FDS92290862913,807$3.4M0.44%
45ABBOTT LABSABLZF30,130$3.4M0.43%
46SPDR SER TR78464A76325,231$3.3M0.42%
47TRUIST FINL CORP89832Q10983,277$3.2M0.41%
48VANGUARD STAR FDS92190976852,101$3.1M0.40%
49VANGUARD WHITEHALL FDS92194640625,748$3.1M0.39%
50NIKE INCNKE32,603$3.1M0.39%
51AMPHENOL CORP NEW03209510126,578$3.1M0.39%
52MERCADOLIBRE INCMELI2,000$3.0M0.38%
53CHEVRON CORP NEWCVX18,935$3.0M0.38%
54SERVICENOW INCNOW3,878$3.0M0.37%
55MERCK & CO INCMRK20,589$2.7M0.35%
56STARBUCKS CORPSBUX29,776$2.7M0.34%
57ENTERPRISE PRODS PARTNERS L29379210792,195$2.7M0.34%
58GRAINGER W W INC3848021042,638$2.7M0.34%
59AUTOMATIC DATA PROCESSING INADP10,600$2.7M0.34%
60AMGEN INCAMGN8,995$2.6M0.32%
61VISA INCV8,990$2.5M0.32%
62TEXAS INSTRS INC88250810413,809$2.4M0.30%
63SPDR GOLD TRGLD11,594$2.4M0.30%
64COSTCO WHSL CORP NEW22160K1053,250$2.4M0.30%
65CYBERARK SOFTWARE LTDM2682V1088,428$2.2M0.28%
66WASTE MGMT INC DEL94106L10910,340$2.2M0.28%
67SELECT SECTOR SPDR TR81369Y30828,496$2.2M0.27%
68TESLA INCTSLA12,351$2.2M0.27%
69KLA CORPKLAC3,080$2.2M0.27%
70SCHWAB STRATEGIC TR80852479726,571$2.1M0.27%
71LOWES COS INC5486611078,202$2.1M0.26%
72AEROVIRONMENT INCAVAV13,279$2.0M0.26%
73BROADCOM INCAVGO1,517$2.0M0.25%
74ZOETIS INCZTS11,518$1.9M0.25%
75INTEL CORPINTC43,628$1.9M0.24%
76MICROCHIP TECHNOLOGY INC.MCHPP21,432$1.9M0.24%
77CENCORA INCCOR7,834$1.9M0.24%
78MEDPACE HLDGS INCMEDP4,688$1.9M0.24%
79GOLDMAN SACHS ETF TRNVGLF18,129$1.9M0.24%
80UNITED PARCEL SERVICE INCUPS12,616$1.9M0.24%
81COCA COLA COKO29,257$1.8M0.23%
82BROADRIDGE FINL SOLUTIONS IN11133T1038,712$1.8M0.23%
83BANK AMERICA CORP06050510446,553$1.8M0.22%
84NICE LTDNCSYF6,590$1.7M0.22%
85NETFLIX INCNFLX2,776$1.7M0.21%
86THERMO FISHER SCIENTIFIC INCTMO2,882$1.7M0.21%
87FORTINET INCFTNT24,248$1.7M0.21%
88MANHATTAN ASSOCIATES INCMANH6,605$1.7M0.21%
89ISHARES TR4642876557,849$1.7M0.21%
90CVS HEALTH CORPCVS20,583$1.6M0.21%
91CATERPILLAR INCCAT4,426$1.6M0.20%
92ROSS STORES INCROST10,900$1.6M0.20%
93WILLIAMS COS INC96945710040,043$1.6M0.20%
94SALESFORCE INCCRM5,115$1.5M0.19%
95PNC FINL SVCS GROUP INC6934751059,520$1.5M0.19%
96BLACKSTONE INCBX11,332$1.5M0.19%
97SYSCO CORPSYY18,241$1.5M0.19%
98US BANCORP DELUSB-PS32,681$1.5M0.19%
99VANGUARD INDEX FDS9229086376,140$1.5M0.19%
100IDEXX LABS INC45168D1042,697$1.5M0.18%
101MONDELEZ INTL INC60920710520,211$1.4M0.18%
102VERISK ANALYTICS INCVRSK5,938$1.4M0.18%
103PHILIP MORRIS INTL INC71817210914,865$1.4M0.18%
104QUALYS INCQLYS8,159$1.4M0.17%
105NORFOLK SOUTHN CORP6558441085,325$1.4M0.17%
106COMCAST CORP NEWCCZ30,686$1.3M0.17%
107DOLLAR GEN CORP NEW2566771058,451$1.3M0.17%
108ISHARES TR46428730915,552$1.3M0.17%
109PFIZER INCPFE46,939$1.3M0.16%
110DEXCOM INCDXCM9,335$1.3M0.16%
111SELECT SECTOR SPDR TR81369Y2098,513$1.3M0.16%
112ISHARES TR46428715010,867$1.3M0.16%
113COSTAR GROUP INCCSGP12,786$1.2M0.16%
114TAIWAN SEMICONDUCTOR MFG LTD8740391009,007$1.2M0.16%
115COMMVAULT SYS INCCVLT12,118$1.2M0.16%
116APPLOVIN CORPAPP19,191$1.2M0.15%
117ISHARES TR4642874086,482$1.2M0.15%
118RBC BEARINGS INCRBC4,473$1.2M0.15%
119MEDTRONIC PLCMDT13,731$1.2M0.15%
120ISHARES TR46428750719,835$1.2M0.15%
121ENERGY TRANSFER L PET-PI76,538$1.2M0.15%
122COGNYTE SOFTWARE LTDCGNT141,749$1.2M0.15%
123ORACLE CORPORCL-PD9,229$1.2M0.15%
124ADVANCED MICRO DEVICES INCAMD6,364$1.1M0.15%
125CNO FINL GROUP INC12621E10341,686$1.1M0.14%
126EMERSON ELEC COEMR9,764$1.1M0.14%
127AMERICAN EXPRESS COAXP4,729$1.1M0.14%
128DANAHER CORPORATION2358511024,294$1.1M0.14%
129CIMPRESS PLCCMPR11,903$1.1M0.13%
130MICRON TECHNOLOGY INCMU8,885$1.0M0.13%
131BALL CORPBALL15,325$1.0M0.13%
132VANGUARD INDEX FDS9229087514,490$1.0M0.13%
133FACTSET RESH SYS INC3030751052,255$1.0M0.13%
134GOLDMAN SACHS ETF TRNVGLF24,706$1.0M0.13%
135RESMED INCRSMDF4,999$989,9520.13%
136FISERV INCFISV6,067$969,6280.12%
137GUIDEWIRE SOFTWARE INCGWRE8,194$956,3220.12%
138GLOBAL PMTS INC37940X1027,095$950,0900.12%
139ANSYS INC03662Q1052,708$940,1090.12%
140VANGUARD WORLD FD92204A7021,777$931,9660.12%
141STATE STR CORPSTT-PG11,838$923,4820.12%
142MORNINGSTAR INCMORN2,976$917,7090.12%
143BIO-TECHNE CORPTECH12,992$914,5070.12%
144INVESCO EXCHANGE TRADED FD TIVZ15,000$906,3000.11%
145PIONEER NAT RES CO7237871073,430$900,3750.11%
146HONEYWELL INTL INC4385161064,328$888,3220.11%
147MOODYS CORPMCO2,244$881,9150.11%
148VANGUARD INDEX FDS9229087362,487$856,0250.11%
149LAM RESEARCH CORPLRCX877$853,7180.11%
150HENRY JACK & ASSOC INC4262811014,896$850,5820.11%
151KKR & CO INCKKRT8,454$850,2790.11%
152GENTEX CORPGNTX23,496$848,6760.11%
153HUBSPOT INCHUBS1,349$845,2290.11%
154SERVICE CORP INTL81756510411,356$842,7290.11%
155EQUINIX INCEQIX1,012$835,2340.11%
156SYNOPSYS INCSNPS1,459$833,6710.11%
157VEEVA SYS INCVEEV3,580$829,4500.10%
158GOLDMAN SACHS ETF TRNVGLF23,889$822,4390.10%
159REINSURANCE GRP OF AMERICA I7593516044,220$813,9540.10%
160REPLIGEN CORPRGEN4,394$808,1440.10%
161ALIBABA GROUP HLDG LTDBBAAY11,037$798,6370.10%
162NOVO-NORDISK A SNONOF6,146$789,1460.10%
163HESS CORPHESM5,152$786,4010.10%
164WALMART INCWMT13,003$782,3910.10%
165VERIZON COMMUNICATIONS INCVZ18,614$781,0430.10%
166NEW JERSEY RES CORPNJR17,884$774,9140.10%
167DEERE & CODE1,873$769,3160.10%
168ISHARES TR4642875984,248$760,8590.10%
169AMERIPRISE FINL INC03076C1061,727$757,1860.10%
170LAKELAND BANCORP INC51163710062,121$751,6640.09%
171BOEING COBA-PA3,848$742,6260.09%
172QUALCOMM INCQCOM4,355$737,3020.09%
173GOLDMAN SACHS GROUP INCGSCE1,741$727,1980.09%
174INTERNATIONAL BUSINESS MACHSINTR3,801$725,8390.09%
175CONSTELLATION ENERGY CORPCEG3,913$723,3040.09%
176ADOBE INCADBE1,430$721,5780.09%
177DIGITAL RLTY TR INC2538681034,930$710,1170.09%
178PHREESIA INCPHR29,010$694,2090.09%
179PURECYCLE TECHNOLOGIES INCPCTTW111,272$692,1120.09%
180ARISTA NETWORKS INCANET2,377$689,2920.09%
181SUPER MICRO COMPUTER INCSMCI682$688,7470.09%
182SPOTIFY TECHNOLOGY S ASPOT2,596$685,0840.09%
183CONAGRA BRANDS INCCAG22,336$662,0390.08%
184TRADEWEB MKTS INC8926721066,310$657,3130.08%
185COGNEX CORPCGNX15,281$648,2200.08%
186GILDAN ACTIVEWEAR INCGIL17,361$648,1730.08%
187STAAR SURGICAL COSTAA16,535$632,9600.08%
188BRISTOL-MYERS SQUIBB COCELG-RI11,304$613,0160.08%
189CISCO SYS INCCSCO12,092$603,5120.08%
190SUNOCO LP/SUNOCO FIN CORPSUN10,000$602,9000.08%
191BLACKBAUD INCBLKB8,109$601,2010.08%
192UNION PAC CORPUNP2,421$598,4480.08%
193FORD MTR CO DEL34537086044,930$596,6690.08%
194TOAST INCTOST23,469$584,8470.07%
195GLOBAL X FDS37954Y87119,908$573,9480.07%
196HIMS & HERS HEALTH INCHIMS36,196$559,9520.07%
197PAYCOM SOFTWARE INCPAYC2,811$559,4170.07%
198ELEVANCE HEALTH INCELV1,076$557,9490.07%
199COPART INCCPRT9,490$549,6610.07%
200SPS COMM INCSPSC2,875$531,5880.07%
201KIMBERLY-CLARK CORPKMB3,950$510,9330.06%
202ISHARES INC4642866089,996$510,3960.06%
203ZSCALER INCZS2,619$504,4980.06%
204ASPEN TECHNOLOGY INC29109X1062,365$504,4070.06%
205CERENCE INCCRNC31,977$503,6380.06%
206WELLS FARGO CO NEW9497461018,633$500,3690.06%
207CME GROUP INCCME2,299$494,9520.06%
208D R HORTON INC23331A1092,992$492,3030.06%
209VANGUARD BD INDEX FDS9219378356,749$490,1800.06%
210CORTEVA INCCTVA8,427$485,9570.06%
211SCHWAB CHARLES CORPSCHW-PJ6,513$471,1500.06%
212S & T BANCORP INCSTBA14,502$465,2240.06%
213KORNIT DIGITAL LTDKRNT25,283$458,1280.06%
214INTUITIVE SURGICAL INCISRG1,140$455,1090.06%
215EATON CORP PLCETN1,426$447,2020.06%
216BLACKROCK INCBLK532$443,5280.06%
217MSCI INCMSCI785$439,9530.06%
218NEOGEN CORPNEOG27,463$433,3660.05%
219ALTRIA GROUP INCMO9,888$431,3150.05%
220APPLIED MATLS INC0382221052,061$425,0400.05%
221TJX COS INC NEW8725401094,135$419,3720.05%
222HUNTINGTON BANCSHARES INCHBANP29,446$415,3360.05%
223ANALOG DEVICES INCADI2,087$412,7880.05%
224WORKDAY INCWDAY1,501$409,3980.05%
225MARTIN MARIETTA MATLS INC573284106666$409,0420.05%
226AMERICAN TOWER CORP NEW03027X1002,056$406,2450.05%
227AT&T INCT-PC22,408$394,3810.05%
228VANGUARD INDEX FDS9229087691,514$393,4890.05%
229CDW CORPCDW1,512$386,7390.05%
230CHARTER COMMUNICATIONS INC N16119P1081,322$384,2130.05%
231VANGUARD INTL EQUITY INDEX F9220428745,677$382,2890.05%
232PUBLIC SVC ENTERPRISE GRP IN7445731065,524$372,1840.05%
233RTX CORPORATIONRTX3,647$355,6920.04%
234ISHARES TR4642873418,248$354,2520.04%
235MORGAN STANLEYMS-PQ3,748$352,9120.04%
236FERGUSON PLC NEWG3421J1061,611$351,8910.04%
237SPDR SER TR78468R8537,951$342,2110.04%
238VANGUARD INDEX FDS9229087442,087$339,8890.04%
239VANGUARD SPECIALIZED FUNDS9219088441,859$339,5190.04%
240LINDE PLCLIN729$338,4890.04%
241CONOCOPHILLIPSCOP2,657$338,1830.04%
242HERSHEY COHSY1,714$333,3730.04%
243GOLDMAN SACHS ETF TRNVGLF7,251$332,0340.04%
244PROGRESSIVE CORP7433151031,584$327,6030.04%
245AZENTA INCAZTA5,406$325,8740.04%
246DATADOG INCDDOG2,635$325,6860.04%
247ARM HOLDINGS PLC0420682053,040$321,6430.04%
248ISHARES TR4642878382,122$313,5070.04%
249ISHARES TR4642874812,708$309,0910.04%
250ANNALY CAPITAL MANAGEMENT INNLY-PJ15,261$300,4890.04%
251V F CORPVFC19,287$295,8630.04%
252LOCKHEED MARTIN CORPLMT637$291,7590.04%
253NASDAQ INCNDAQ4,593$289,8180.04%
254CADENCE DESIGN SYSTEM INCCDNS910$283,2650.04%
2553M COMMM2,653$281,4040.04%
256TOYOTA MOTOR CORPTOYOF1,118$281,3780.04%
257CHUBB LIMITEDCB1,078$280,2600.04%
258VISTRA CORPVST3,921$273,9060.03%
259AMETEK INCAME1,490$272,5210.03%
260AFLAC INCAFL3,146$270,1160.03%
261NEXTERA ENERGY INCNEE-PW4,199$268,3580.03%
262ENOVA INTL INC29357K1034,263$267,8440.03%
263DISCOVER FINL SVCS2547091082,032$266,3750.03%
264T-MOBILE US INCTMUSZ1,615$263,6000.03%
265PINTEREST INCPINS7,562$262,1750.03%
266S&P GLOBAL INCSPGI616$262,0770.03%
267KRATOS DEFENSE & SEC SOLUTIO50077B20714,249$261,8970.03%
268BOOZ ALLEN HAMILTON HLDG CORBAH1,748$259,4730.03%
269CARDINAL HEALTH INCCAH2,292$257,6220.03%
270TARGET CORPTGT1,445$256,0680.03%
271PRUDENTIAL FINL INCPUKPF2,168$254,5230.03%
272DUPONT DE NEMOURS INCDD3,314$254,1060.03%
273AVERY DENNISON CORPAVY1,135$253,3890.03%
274PPL CORPPPLC9,054$251,5800.03%
275AIRBNB INCABNB1,520$250,7390.03%
276TRANSDIGM GROUP INCTDG202$248,7830.03%
277MPLX LPMPLXP5,905$245,4120.03%
278ISHARES TR4642884142,277$245,0000.03%
279VANGUARD INDEX FDS9229085381,100$241,5270.03%
280GENERAL MTRS CO37045V1005,276$239,2670.03%
281MARATHON PETE CORPMARA1,179$237,5690.03%
282ISHARES TR4642871681,924$236,9980.03%
283M & T BK CORP55261F1041,566$229,7550.03%
284ISHARES TR4642874652,872$229,3420.03%
285VERTEX PHARMACEUTICALS INCVRTX547$228,6510.03%
286ISHARES TR4642874572,756$225,7440.03%
287CITIGROUP INCC-PR3,513$222,1620.03%
288RAYMOND JAMES FINL INC7547301091,700$219,0790.03%
289PARKER-HANNIFIN CORPPH392$217,8700.03%
290ISHARES TR4642882404,053$216,3900.03%
291DOW INCDOW3,721$215,5580.03%
292AURINIA PHARMACEUTICALS INCAUPH42,500$212,9250.03%
293CROWN CASTLE INCCCI2,009$212,6120.03%
294ISHARES TR4642874731,680$210,5540.03%
295BOOKING HOLDINGS INCBKNG58$210,4170.03%
296RAPID7 INCRPD4,238$207,8320.03%
297SIMON PPTY GROUP INC NEW8288061091,308$207,1830.03%
298THE CIGNA GROUP125523100568$206,2920.03%
299COLGATE PALMOLIVE COCL2,289$206,1240.03%
300GE HEALTHCARE TECHNOLOGIES IGEHC2,252$204,7290.03%
301PHILLIPS 66PSX1,252$204,5020.03%
302METLIFE INCMET-PF2,759$204,4690.03%
303PALO ALTO NETWORKS INCPANW716$203,4370.03%
304REGENERON PHARMACEUTICALSREGN208$200,1980.03%
305VALLEY NATL BANCORP91979410724,500$195,0200.02%
306AMYLYX PHARMACEUTICALS INCAMLX50,000$142,0000.02%
307BRASKEM S ABAK12,444$121,5750.02%
308BLACKROCK CORE BD TRBLK10,074$108,7990.01%
309SIBANYE STILLWATER LTDSBYSF18,000$90,5400.01%
310IMMUNITYBIO INCIBRX12,500$67,1250.01%
311EVOLV TECHNOLOGIES HLDNGS INEVLVW11,674$51,9490.01%
312SANGOMA TECHNOLOGIES CORPSANG10,000$48,4070.01%
313INVESCO SR INCOME TRIVZ10,400$44,5120.01%
314HYDROFARM HLDGS GROUP INC44888K20921,188$22,8830.00%