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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 HOLDINGS REPORT

Legacy Advisors, LLC

Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001720969-25-000003

Total Value
$809.9M
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
12023 ETF SERIES TRUST II90139K1003,145,815$114.1M14.09%
2MASTEC INCMTZ380,708$81.0M10.00%
3VERTEX INCVERX1,343,779$33.3M4.11%
4ISHARES TR46428762289,578$32.7M4.04%
5APPLE INCAAPL117,259$29.9M3.69%
6ISHARES TR464287804224,564$26.7M3.29%
7SPDR S&P 500 ETF TRSPY39,675$26.4M3.26%
8ISHARES TR46428720038,412$25.7M3.17%
9ISHARES TR464287499216,908$20.9M2.59%
10META PLATFORMS INCMETA27,831$20.4M2.52%
11MICROSOFT CORPMSFT27,962$14.5M1.79%
12SELECT SECTOR SPDR TR81369Y80351,325$14.5M1.79%
13ALPHABET INCGOOG55,470$13.5M1.67%
14AMAZON COM INCAMZN56,658$12.4M1.54%
15ROBLOX CORPRBLX86,239$11.9M1.48%
16BERKSHIRE HATHAWAY INC DELBRK-A22,228$11.2M1.38%
17VANGUARD INDEX FDS92290836317,385$10.7M1.32%
18SPDR S&P MIDCAP 400 ETF TRMDY17,097$10.2M1.26%
19BENTLEY SYS INCBSY193,998$10.0M1.23%
20UBER TECHNOLOGIES INCUBER99,573$9.8M1.20%
21INVESCO QQQ TRIVZ16,089$9.7M1.19%
22ISHARES TR46428710127,708$9.2M1.14%
23DIMENSIONAL ETF TRUST25434V708238,363$9.2M1.14%
24NVIDIA CORPORATIONNVDA44,383$8.3M1.02%
25ISHARES TR46428761417,538$8.2M1.01%
26JOHNSON & JOHNSONJNJ32,336$6.0M0.74%
27VANGUARD INDEX FDS92290876916,975$5.6M0.69%
28SCHWAB STRATEGIC TR808524797204,531$5.6M0.69%
29ALPHABET INCGOOG24,952$5.5M0.68%
30FULTON FINL CORP PA360271100281,104$5.2M0.65%
31TESLA INCTSLA11,761$5.2M0.65%
32JPMORGAN CHASE & CO.VYLD15,931$5.0M0.62%
33VANGUARD WHITEHALL FDS92194640634,446$4.9M0.60%
34SPDR GOLD TRGLD13,333$4.7M0.59%
35MERCADOLIBRE INCMELI1,859$4.3M0.54%
36VANGUARD INDEX FDS92290862913,524$4.0M0.49%
37MCDONALDS CORPMCD12,959$3.9M0.49%
38ENTERPRISE PRODS PARTNERS L293792107116,454$3.6M0.45%
39ABBVIE INCABBV14,701$3.4M0.42%
40ADVISORS INNER CIRCLE FD III00775Y256133,806$3.4M0.42%
41VANGUARD STAR FDS92190976845,436$3.3M0.41%
42SPDR SERIES TRUST78464A76322,300$3.1M0.39%
43HIMS & HERS HEALTH INCHIMS51,600$2.9M0.36%
44VANGUARD WHITEHALL FDS92194679431,351$2.7M0.33%
45VANGUARD INDEX FDS9229087519,644$2.5M0.30%
46WILLIAMS COS INC96945710038,274$2.4M0.30%
47ABBOTT LABSABLZF18,066$2.4M0.30%
48GOLDMAN SACHS ETF TRNVGLF17,673$2.3M0.29%
49SELECT SECTOR SPDR TR81369Y30828,522$2.2M0.28%
50TAIWAN SEMICONDUCTOR MFG LTD8740391007,788$2.2M0.27%
51NANO NUCLEAR ENERGY INCNNE53,508$2.1M0.25%
52EQUIFAX INCEFX7,893$2.0M0.25%
53VANGUARD INDEX FDS9229086376,503$2.0M0.25%
54ORACLE CORPORCL-PD7,075$2.0M0.25%
55COSTCO WHSL CORP NEW22160K1052,149$2.0M0.25%
56EXXON MOBIL CORPXOM17,516$2.0M0.24%
57ALIBABA GROUP HLDG LTDBBAAY10,696$1.9M0.24%
58ISHARES TR46428730915,552$1.9M0.23%
59BROADCOM INCAVGO5,569$1.8M0.23%
60DISNEY WALT CO25468710615,851$1.8M0.22%
61SPOTIFY TECHNOLOGY S ASPOT2,594$1.8M0.22%
62PNC FINL SVCS GROUP INC6934751058,908$1.8M0.22%
63BANK AMERICA CORP06050510434,208$1.8M0.22%
64ENERGY TRANSFER L PET-PI101,747$1.7M0.22%
65HCA HEALTHCARE INCHCA4,057$1.7M0.21%
66ISHARES TR4642876557,138$1.7M0.21%
67VISA INCV4,991$1.7M0.21%
68NVR INCNVR211$1.7M0.21%
69ISHARES TR4642875987,964$1.6M0.20%
70AMPHENOL CORP NEW03209510112,891$1.6M0.20%
71ISHARES TR46428715010,867$1.6M0.20%
72NETFLIX INCNFLX1,309$1.6M0.19%
73VANGUARD INDEX FDS9229087363,210$1.5M0.19%
74PEPSICO INCPEP10,469$1.5M0.18%
75NORFOLK SOUTHN CORP6558441084,850$1.5M0.18%
76MASTERCARD INCORPORATEDMA2,511$1.4M0.18%
77ISHARES TR46428746515,155$1.4M0.17%
78HOME DEPOT INCHD3,472$1.4M0.17%
79SERVICENOW INCNOW1,521$1.4M0.17%
80ELI LILLY & COLLY1,796$1.4M0.17%
81INTUITIVE SURGICAL INCISRG3,061$1.4M0.17%
82SELECT SECTOR SPDR TR81369Y2099,731$1.4M0.17%
83ISHARES TR4642874086,482$1.3M0.17%
84VANGUARD SCOTTSDALE FDS92206C66413,375$1.3M0.16%
85ISHARES TR46428750719,994$1.3M0.16%
86AMERICAN EXPRESS COAXP3,720$1.2M0.15%
87VANGUARD INDEX FDS9229087446,413$1.2M0.15%
88AMGEN INCAMGN4,248$1.2M0.15%
89JANUS DETROIT STR TR47103U84523,533$1.2M0.15%
90CNO FINL GROUP INC12621E10328,968$1.1M0.14%
91INVESCO EXCHANGE TRADED FD TIVZ15,000$1.1M0.14%
92VENTURE GLOBAL INCVG77,091$1.1M0.14%
93FISERV INCFISV8,403$1.1M0.13%
94EMERSON ELEC COEMR8,207$1.1M0.13%
95COMCAST CORP NEWCCZ34,132$1.1M0.13%
96BLACKSTONE INCBX6,214$1.1M0.13%
97GRAINGER W W INC3848021041,108$1.1M0.13%
98PROVIDENT FINL SVCS INC74386T10551,668$996,1590.12%
99CHEVRON CORP NEWCVX6,170$958,1780.12%
100GOLDMAN SACHS ETF TRNVGLF22,762$950,9800.12%
101TRUIST FINL CORP89832Q10920,323$929,1720.11%
102VANGUARD WORLD FD92204A7021,204$899,0400.11%
103OKLO INCOKLO8,003$893,3750.11%
104NEW JERSEY RES CORPNJR17,873$869,0750.11%
105TOAST INCTOST23,472$856,9630.11%
106ARCH CAP GROUP LTDG0450A1059,439$856,4000.11%
107PROCTER AND GAMBLE CO7427181095,497$844,6520.10%
108ULTA BEAUTY INCULTA1,525$833,7940.10%
109VANGUARD BD INDEX FDS92193783510,796$802,8990.10%
110ZSCALER INCZS2,600$779,1160.10%
111MARSH & MCLENNAN COS INC5717481023,851$776,0920.10%
112GILDAN ACTIVEWEAR INCGIL13,289$768,1040.09%
113BOEING COBA-PA3,543$764,6860.09%
114DIGITAL RLTY TR INC2538681034,401$760,8450.09%
115WHITE MTNS INS GROUP LTDG9618E107450$752,1840.09%
116CIMPRESS PLCCMPR11,903$750,3650.09%
117GE AEROSPACE3696043012,493$749,8250.09%
118LAM RESEARCH CORPLRCX5,540$743,2460.09%
119PHILIP MORRIS INTL INC7181721094,563$740,1790.09%
120INTERNATIONAL BUSINESS MACHSINTR2,567$724,4100.09%
121SYNOPSYS INCSNPS1,468$724,2970.09%
122APPLIED MATLS INC0382221053,437$703,6910.09%
123MARKEL GROUP INCMKL368$703,3800.09%
124EQUINIX INCEQIX876$686,1180.08%
125STARBUCKS CORPSBUX8,072$682,8910.08%
126PHREESIA INCPHR29,010$682,3150.08%
127PFIZER INCPFE26,773$682,1700.08%
128SALESFORCE INCCRM2,753$653,6290.08%
129REINSURANCE GRP OF AMERICA I7593516043,305$635,0110.08%
130ISHARES INC4642866089,996$619,1520.08%
131MERCK & CO INCMRK7,290$617,7390.08%
132ISHARES TR4642876303,363$594,6120.07%
133HONEYWELL INTL INC4385161062,807$590,8740.07%
134EDWARDS LIFESCIENCES CORPEW7,460$580,1640.07%
135ISHARES TR4642874814,008$570,7790.07%
136BECTON DICKINSON & COBDX3,007$562,8200.07%
137GOLDMAN SACHS GROUP INCGSCE704$560,7510.07%
138THE CIGNA GROUP1255231001,931$556,6110.07%
139GITLAB INCGTLB12,335$556,0620.07%
140VANGUARD WORLD FD92204A5042,141$555,8040.07%
141HUNTINGTON BANCSHARES INCHBANP31,800$554,1150.07%
142CADENCE DESIGN SYSTEM INCCDNS1,556$546,5610.07%
143S & T BANCORP INCSTBA14,502$545,1300.07%
144DEERE & CODE1,189$543,7910.07%
145EATON CORP PLCETN1,406$526,3120.06%
146GE VERNOVA INCGEV838$515,5480.06%
147ISHARES TR46432F3392,597$505,1490.06%
148GLOBAL X FDS37954Y87110,438$497,5790.06%
149WALMART INCWMT4,786$493,2450.06%
150ENOVA INTL INC29357K1034,263$490,6290.06%
151AMERICAN TOWER CORP NEW03027X1002,500$480,8000.06%
152VANGUARD SPECIALIZED FUNDS9219088442,200$476,5890.06%
153NUSCALE PWR CORPNU13,140$473,0400.06%
154MPLX LPMPLXP9,275$463,2860.06%
155ASML HOLDING N VASMLF474$458,8750.06%
156CATERPILLAR INCCAT953$454,8580.06%
157VANGUARD INTL EQUITY INDEX F9220428745,677$453,0250.06%
158TJX COS INC NEW8725401093,111$449,6640.06%
159WELLS FARGO CO NEW9497461015,360$449,2730.06%
160US BANCORP DELUSB-PS9,174$448,1500.06%
161FAIR ISAAC CORPFICO297$444,4690.05%
162DANAHER CORPORATION2358511022,230$442,1200.05%
163SPDR SERIES TRUST78468R8539,475$438,8820.05%
164NEUBERGER BERMAN ENERGY INFR64129H10450,000$436,0000.05%
165OREILLY AUTOMOTIVE INC67103H1073,969$427,8980.05%
166MICRON TECHNOLOGY INCMU2,528$422,9850.05%
167KIMBERLY-CLARK CORPKMB3,345$420,1320.05%
168UNION PAC CORPUNP1,776$419,6870.05%
169ISHARES TR4642875493,300$415,6350.05%
170CORTEVA INCCTVA6,131$414,6430.05%
171UNITED PARCEL SERVICE INCUPS4,962$414,4500.05%
172WASTE MGMT INC DEL94106L1091,841$406,6210.05%
173MARVELL TECHNOLOGY INCMRVL4,800$403,5360.05%
174HUBSPOT INCHUBS862$403,2440.05%
175AIR PRODS & CHEMS INCAIIR1,466$399,8080.05%
176RTX CORPORATIONRTX2,369$396,3290.05%
177PUBLIC SVC ENTERPRISE GRP IN7445731064,737$395,3500.05%
178ICON PLCICLR2,200$385,0000.05%
179GOLDMAN SACHS ETF TRNVGLF9,285$383,8240.05%
180DATADOG INCDDOG2,600$370,2400.05%
181GOLDMAN SACHS ETF TRNVGLF7,806$364,4500.05%
182WISDOMTREE TRWT6,225$357,0660.04%
183CROWDSTRIKE HLDGS INCCRWD713$349,6650.04%
184MOODYS CORPMCO730$347,8300.04%
185INVESCO EXCHANGE TRADED FD TIVZ1,832$347,5300.04%
186MORGAN STANLEYMS-PQ2,184$347,1090.04%
187SCHWAB STRATEGIC TR80852420113,135$345,9890.04%
188COCA COLA COKO5,156$344,6010.04%
189UNITEDHEALTH GROUP INCUNH992$342,5380.04%
190ADVANCED MICRO DEVICES INCAMD2,108$341,0530.04%
191COPART INCCPRT7,547$339,3890.04%
192CISCO SYS INCCSCO4,872$333,3420.04%
193KKR & CO INCKKRT2,543$330,4060.04%
194ISHARES TR4642878382,172$321,9150.04%
195PALO ALTO NETWORKS INCPANW1,572$320,1390.04%
196BRISTOL-MYERS SQUIBB COCELG-RI7,027$316,9180.04%
197VERISK ANALYTICS INCVRSK1,247$313,6330.04%
198WORKDAY INCWDAY1,285$309,3500.04%
199VANGUARD ADMIRAL FDS INC921932505704$306,5640.04%
200PPL CORPPPLC8,141$304,7380.04%
201GENERAL MTRS CO37045V1004,926$300,3080.04%
202INTUITINTU435$297,3740.04%
203CONSTELLATION BRANDS INCSTZ2,150$289,5130.04%
204FLUTTER ENTMT PLCG3643J1081,130$287,0200.04%
205VERIZON COMMUNICATIONS INCVZ6,529$286,9430.04%
206ISHARES TR4642882404,407$286,4990.04%
207ISHARES TR4642872912,700$278,6670.03%
208KLA CORPKLAC254$273,9640.03%
209COREWEAVE INCCRWV2,000$273,7000.03%
210ISHARES TR4642871681,924$273,4000.03%
211GENPACT LIMITEDG6,500$272,2850.03%
212M & T BK CORP55261F1041,350$266,7870.03%
213ISHARES TR464287689703$266,2240.03%
214CME GROUP INCCME978$264,2460.03%
215VANGUARD WORLD FD92204A4052,005$263,1360.03%
216V F CORPVFC18,064$260,6640.03%
217CONSTELLATION ENERGY CORPCEG784$257,9590.03%
218GOLDMAN SACHS ETF TRNVGLF5,003$249,7440.03%
219CVS HEALTH CORPCVS3,300$248,7870.03%
220QUALCOMM INCQCOM1,487$247,3770.03%
221GOLDMAN SACHS ETF TRNVGLF6,005$244,5950.03%
222VANGUARD INDEX FDS9229085532,646$241,8970.03%
223ISHARES TR4642874731,680$234,6460.03%
224LINDE PLCLIN493$234,1750.03%
225ISHARES TR464287648727$232,6690.03%
226NCINO INCNCNO8,432$228,5920.03%
227SHOPIFY INCSHOP1,533$227,8380.03%
228GOLDMAN SACHS ETF TRNVGLF5,210$227,4870.03%
229VANGUARD INDEX FDS9229086111,085$227,4570.03%
230PALANTIR TECHNOLOGIES INCPLTR1,238$225,9170.03%
231TESLA INCTSLA700$223,6560.03%
232FLUSHING FINL CORP34387310516,000$220,9600.03%
233CARDINAL HEALTH INCCAH1,397$219,2140.03%
234AMERICAN INTL GROUP INC0268747842,766$217,2420.03%
235PRIMORIS SVCS CORP74164F1031,566$215,2170.03%
236TEXAS INSTRS INC8825081041,164$213,8620.03%
237TOYOTA MOTOR CORPTOYOF1,118$213,6390.03%
238BANKUNITED INCBKU5,400$206,0640.03%
239VANGUARD SCOTTSDALE FDS92206C8473,614$205,4970.03%
240ISHARES TR4642873414,915$205,1930.03%
241ISHARES TR46432F3881,623$202,9560.03%
242BROOKFIELD CORP11271J1072,949$202,2420.02%
243CITIZENS FINL GROUP INCCIA3,800$202,0080.02%
244T-MOBILE US INCTMUSZ843$201,7970.02%
245STELLANTIS N.VSTLA16,000$149,4400.02%
246EVOLV TECHNOLOGIES HLDNGS INEVLVW10,670$80,5590.01%
247PIONEER PWR SOLUTIONS INC72383630016,025$69,2280.01%
248ORIGIN AGRITECH LIMITEDSEED41,542$50,2660.01%
249SANGOMA TECHNOLOGIES CORPSANG10,000$49,6690.01%
250NET POWER INCNPWR-WT16,393$49,3430.01%
251NINE ENERGY SERVICE INCNINE29,042$18,3520.00%
252UNITEDHEALTH GROUP INCUNH100$1,3790.00%