13F HOLDINGS REPORT

Legacy Advisors, LLC

Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001720969-26-000001

Total Value

$931.0M

Positions

288

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (288)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	GMO ETF TRUST	90139K100	3,493,784	$134.4M	14.43%
2	MASTEC INC	MTZ	380,708	$82.8M	8.89%
3	ISHARES TR	464287200	59,494	$40.7M	4.38%
4	APPLE INC	AAPL	126,601	$34.4M	3.70%
5	ISHARES TR	464287622	89,307	$33.4M	3.58%
6	ISHARES TR	464287804	270,302	$32.5M	3.49%
7	SPDR S&P 500 ETF TR	SPY	39,879	$27.2M	2.92%
8	VERTEX INC	VERX	1,343,839	$26.8M	2.88%
9	ADVISORS INNER CIRCLE FD III	00775Y256	835,454	$20.7M	2.22%
10	ISHARES TR	464287499	210,902	$20.3M	2.18%
11	META PLATFORMS INC	META	29,120	$19.2M	2.06%
12	ALPHABET INC	GOOG	58,982	$18.5M	1.98%
13	MICROSOFT CORP	MSFT	31,719	$15.3M	1.65%
14	SELECT SECTOR SPDR TR	81369Y803	102,796	$14.8M	1.59%
15	VANGUARD INDEX FDS	922908363	23,312	$14.6M	1.57%
16	AMAZON COM INC	AMZN	62,024	$14.3M	1.54%
17	VANGUARD INDEX FDS	922908769	38,405	$12.9M	1.38%
18	BERKSHIRE HATHAWAY INC DEL	BRK-A	23,715	$11.9M	1.28%
19	NVIDIA CORPORATION	NVDA	58,598	$10.9M	1.17%
20	INVESCO QQQ TR	IVZ	16,491	$10.1M	1.09%
21	AMENTUM HOLDINGS INC	AMTM	9,814,289	$9.8M	1.05%
22	MORGAN STANLEY ETF TRUST	MS-PQ	115,572	$9.7M	1.05%
23	SPDR S&P MIDCAP 400 ETF TR	MDY	15,922	$9.6M	1.03%
24	DIMENSIONAL ETF TRUST	25434V708	238,363	$9.4M	1.01%
25	ISHARES TR	464287101	27,418	$9.4M	1.01%
26	VANGUARD STAR FDS	921909768	117,655	$8.9M	0.95%
27	ALPHABET INC	GOOG	29,498	$8.5M	0.91%
28	UBER TECHNOLOGIES INC	UBER	100,073	$8.2M	0.88%
29	ISHARES TR	464287614	16,178	$7.7M	0.82%
30	BENTLEY SYS INC	BSY	193,986	$7.4M	0.80%
31	ROBLOX CORP	RBLX	86,233	$7.0M	0.75%
32	JOHNSON & JOHNSON	JNJ	33,677	$7.0M	0.75%
33	TESLA INC	TSLA	13,760	$6.2M	0.66%
34	JPMORGAN CHASE & CO.	VYLD	17,506	$5.6M	0.61%
35	SCHWAB STRATEGIC TR	808524797	205,284	$5.6M	0.60%
36	FULTON FINL CORP PA	360271100	281,104	$5.5M	0.59%
37	VANGUARD WHITEHALL FDS	921946406	34,446	$4.9M	0.53%
38	MCDONALDS CORP	MCD	13,395	$4.1M	0.44%
39	VANGUARD INDEX FDS	922908629	13,275	$3.9M	0.41%
40	MERCADOLIBRE INC	MELI	1,869	$3.8M	0.40%
41	ENTERPRISE PRODS PARTNERS L	293792107	117,385	$3.8M	0.40%
42	ABBVIE INC	ABBV	15,652	$3.6M	0.38%
43	SPDR GOLD TR	GLD	7,788	$3.1M	0.33%
44	SPDR SERIES TRUST	78464A763	21,685	$3.0M	0.32%
45	VANGUARD WHITEHALL FDS	921946794	31,351	$2.8M	0.30%
46	TAIWAN SEMICONDUCTOR MFG LTD	874039100	9,062	$2.8M	0.30%
47	VANGUARD INDEX FDS	922908751	10,691	$2.8M	0.30%
48	BROADCOM INC	AVGO	7,497	$2.6M	0.28%
49	ABBOTT LABS	ABLZF	19,528	$2.4M	0.26%
50	GOLDMAN SACHS ETF TR	NVGLF	17,980	$2.4M	0.26%
51	ELI LILLY & CO	LLY	2,168	$2.3M	0.25%
52	EXXON MOBIL CORP	XOM	18,565	$2.2M	0.24%
53	SELECT SECTOR SPDR TR	81369Y308	28,528	$2.2M	0.24%
54	WILLIAMS COS INC	969457100	36,782	$2.2M	0.24%
55	VISA INC	V	5,933	$2.1M	0.22%
56	VANGUARD INDEX FDS	922908637	6,503	$2.0M	0.22%
57	HCA HEALTHCARE INC	HCA	4,171	$1.9M	0.21%
58	BANK AMERICA CORP	060505104	35,345	$1.9M	0.21%
59	COSTCO WHSL CORP NEW	22160K105	2,226	$1.9M	0.21%
60	ISHARES TR	464287309	15,552	$1.9M	0.21%
61	PNC FINL SVCS GROUP INC	693475105	9,131	$1.9M	0.20%
62	ISHARES TR	464287655	7,570	$1.9M	0.20%
63	AMPHENOL CORP NEW	032095101	13,585	$1.8M	0.20%
64	INTUITIVE SURGICAL INC	ISRG	3,238	$1.8M	0.20%
65	ENERGY TRANSFER L P	ET-PI	108,912	$1.8M	0.19%
66	SELECT SECTOR SPDR TR	81369Y209	11,566	$1.8M	0.19%
67	EQUIFAX INC	EFX	7,931	$1.7M	0.18%
68	MASTERCARD INCORPORATED	MA	2,954	$1.7M	0.18%
69	HIMS & HERS HEALTH INC	HIMS	51,630	$1.7M	0.18%
70	ORACLE CORP	ORCL-PD	8,521	$1.7M	0.18%
71	PEPSICO INC	PEP	11,423	$1.7M	0.18%
72	AMERICAN EXPRESS CO	AXP	4,387	$1.6M	0.17%
73	ALIBABA GROUP HLDG LTD	BBAAY	11,043	$1.6M	0.17%
74	VANGUARD INDEX FDS	922908736	3,315	$1.6M	0.17%
75	ISHARES TR	464287150	10,867	$1.6M	0.17%
76	NVR INC	NVR	211	$1.5M	0.17%
77	ISHARES TR	464287598	7,257	$1.5M	0.16%
78	SPOTIFY TECHNOLOGY S A	SPOT	2,622	$1.5M	0.16%
79	ISHARES TR	464288240	22,225	$1.5M	0.16%
80	ISHARES TR	464287465	15,500	$1.5M	0.16%
81	AMGEN INC	AMGN	4,458	$1.5M	0.16%
82	NETFLIX INC	NFLX	15,501	$1.5M	0.16%
83	DISNEY WALT CO	254687106	12,433	$1.4M	0.15%
84	NORFOLK SOUTHN CORP	655844108	4,906	$1.4M	0.15%
85	ISHARES TR	464287408	6,482	$1.4M	0.15%
86	ISHARES TR	464287507	20,736	$1.4M	0.15%
87	HOME DEPOT INC	HD	3,855	$1.3M	0.14%
88	VANGUARD INDEX FDS	922908744	6,874	$1.3M	0.14%
89	NANO NUCLEAR ENERGY INC	NNE	53,508	$1.3M	0.14%
90	INNOVATOR ETFS TRUST	INHD	31,935	$1.3M	0.13%
91	ISHARES BITCOIN TRUST ETF	IBIT	25,151	$1.2M	0.13%
92	VANGUARD MUN BD FDS	922907746	24,747	$1.2M	0.13%
93	SERVICENOW INC	NOW	8,000	$1.2M	0.13%
94	CHEVRON CORP NEW	CVX	7,708	$1.2M	0.13%
95	INNOVATOR ETFS TRUST	INHD	23,537	$1.2M	0.12%
96	CNO FINL GROUP INC	12621E103	26,968	$1.1M	0.12%
97	WW GRAINGER INC	384802104	1,133	$1.1M	0.12%
98	INVESCO EXCHANGE TRADED FD T	IVZ	15,000	$1.1M	0.12%
99	EMERSON ELEC CO	EMR	8,450	$1.1M	0.12%
100	VANGUARD SCOTTSDALE FDS	92206C664	11,177	$1.1M	0.12%
101	PROCTER AND GAMBLE CO	742718109	7,195	$1.0M	0.11%
102	JANUS DETROIT STR TR	47103U845	20,295	$1.0M	0.11%
103	LAM RESEARCH CORP	LRCX	5,986	$1.0M	0.11%
104	VANGUARD WORLD FD	92204A702	1,357	$1.0M	0.11%
105	PROVIDENT FINL SVCS INC	74386T105	51,689	$1.0M	0.11%
106	APPLIED MATLS INC	038222105	3,968	$1.0M	0.11%
107	BLACKSTONE INC	BX	6,481	$998,981	0.11%
108	COMCAST CORP NEW	CCZ	33,101	$989,389	0.11%
109	TRUIST FINL CORP	89832Q109	19,989	$983,659	0.11%
110	GE AEROSPACE	369604301	3,150	$970,282	0.10%
111	GOLDMAN SACHS ETF TR	NVGLF	22,902	$954,862	0.10%
112	WHITE MTNS INS GROUP LTD	G9618E107	450	$935,114	0.10%
113	ULTA BEAUTY INC	ULTA	1,543	$933,530	0.10%
114	ARCH CAP GROUP LTD	G0450A105	9,551	$916,132	0.10%
115	WALMART INC	WMT	7,871	$878,731	0.09%
116	MERCK & CO INC	MRK	8,091	$858,499	0.09%
117	SALESFORCE INC	CRM	3,221	$854,692	0.09%
118	GILDAN ACTIVEWEAR INC	GIL	13,354	$834,091	0.09%
119	TOAST INC	TOST	23,482	$833,846	0.09%
120	NEW JERSEY RES CORP	NJR	17,873	$832,792	0.09%
121	MICRON TECHNOLOGY INC	MU	2,908	$830,307	0.09%
122	INTERNATIONAL BUSINESS MACHS	INTR	2,787	$825,484	0.09%
123	PHILIP MORRIS INTL INC	718172109	5,079	$822,191	0.09%
124	GE VERNOVA INC	GEV	1,256	$820,630	0.09%
125	MARKEL GROUP INC	MKL	369	$793,221	0.09%
126	CIMPRESS PLC	CMPR	11,903	$792,621	0.09%
127	ASML HOLDING N V	ASMLF	722	$772,439	0.08%
128	VANGUARD BD INDEX FDS	921937835	10,189	$754,699	0.08%
129	BOEING CO	BA-PA	3,464	$752,104	0.08%
130	STARBUCKS CORP	SBUX	8,633	$726,985	0.08%
131	SYNOPSYS INC	SNPS	1,533	$720,081	0.08%
132	DIGITAL RLTY TR INC	253868103	4,500	$701,626	0.08%
133	EQUINIX INC	EQIX	909	$696,439	0.07%
134	REINSURANCE GRP OF AMERICA I	759351604	3,345	$680,596	0.07%
135	ENOVA INTL INC	29357K103	4,263	$670,144	0.07%
136	VANGUARD WORLD FD	92204A504	2,327	$669,827	0.07%
137	EDWARDS LIFESCIENCES CORP	EW	7,833	$667,763	0.07%
138	TJX COS INC NEW	872540109	4,226	$649,156	0.07%
139	ISHARES INC	464286608	9,996	$640,744	0.07%
140	DEERE & CO	DE	1,360	$633,088	0.07%
141	HONEYWELL INTL INC	438516106	3,209	$626,044	0.07%
142	BECTON DICKINSON & CO	BDX	3,185	$618,121	0.07%
143	PFIZER INC	PFE	24,451	$608,824	0.07%
144	ISHARES TR	464287481	4,408	$603,632	0.06%
145	ADVANCED MICRO DEVICES INC	AMD	2,808	$601,442	0.06%
146	CADENCE DESIGN SYSTEM INC	CDNS	1,913	$597,966	0.06%
147	ZSCALER INC	ZS	2,601	$585,017	0.06%
148	FISERV INC	FISV	8,660	$581,692	0.06%
149	CISCO SYS INC	CSCO	7,491	$577,032	0.06%
150	OKLO INC	OKLO	8,003	$574,295	0.06%
151	WELLS FARGO CO NEW	949746101	6,144	$572,621	0.06%
152	S & T BANCORP INC	STBA	14,502	$570,654	0.06%
153	THE CIGNA GROUP	125523100	2,055	$565,598	0.06%
154	HUNTINGTON BANCSHARES INC	HBANP	32,262	$564,739	0.06%
155	CATERPILLAR INC	CAT	976	$559,121	0.06%
156	VANGUARD SPECIALIZED FUNDS	921908844	2,520	$553,770	0.06%
157	MARSH & MCLENNAN COS INC	571748102	2,975	$551,922	0.06%
158	DANAHER CORPORATION	235851102	2,390	$547,119	0.06%
159	ISHARES TR	464287630	2,949	$534,388	0.06%
160	ISHARES TR	46432F339	2,685	$533,217	0.06%
161	VENTURE GLOBAL INC	VG	77,279	$527,040	0.06%
162	INVESCO EXCHANGE TRADED FD T	IVZ	2,743	$525,393	0.06%
163	RTX CORPORATION	RTX	2,858	$524,163	0.06%
164	UNITED PARCEL SERVICE INC	UPS	5,236	$519,347	0.06%
165	FAIR ISAAC CORP	FICO	301	$508,877	0.05%
166	EATON CORP PLC	ETN	1,556	$495,602	0.05%
167	MPLX LP	MPLXP	9,275	$495,007	0.05%
168	PHREESIA INC	PHR	29,010	$490,849	0.05%
169	MORGAN STANLEY	MS-PQ	2,746	$487,497	0.05%
170	UNION PAC CORP	UNP	2,057	$475,921	0.05%
171	VANGUARD INTL EQUITY INDEX F	922042874	5,677	$474,654	0.05%
172	WASTE MGMT INC DEL	94106L109	2,142	$470,619	0.05%
173	GLOBAL X FDS	37954Y871	10,438	$467,772	0.05%
174	AMERICAN TOWER CORP NEW	03027X100	2,652	$465,612	0.05%
175	GENERAL MTRS CO	37045V100	5,695	$463,120	0.05%
176	SPDR SERIES TRUST	78468R853	9,475	$443,999	0.05%
177	CORTEVA INC	CTVA	6,505	$436,032	0.05%
178	UNITEDHEALTH GROUP INC	UNH	1,298	$428,498	0.05%
179	ISHARES TR	464287549	3,300	$426,228	0.05%
180	NEUBERGER ENGY INFRSTR & INC	64129H104	50,000	$425,000	0.05%
181	ISHARES TR	464288869	2,667	$420,586	0.05%
182	VERIZON COMMUNICATIONS INC	VZ	10,284	$418,867	0.04%
183	GOLDMAN SACHS GROUP INC	GSCE	475	$417,255	0.04%
184	ISHARES TR	46432F842	4,649	$415,873	0.04%
185	BROOKFIELD CORP	11271J107	8,984	$412,703	0.04%
186	MARVELL TECHNOLOGY INC	MRVL	4,813	$409,009	0.04%
187	PALO ALTO NETWORKS INC	PANW	2,220	$408,943	0.04%
188	THERMO FISHER SCIENTIFIC INC	TMO	702	$407,074	0.04%
189	MOODYS CORP	MCO	791	$404,082	0.04%
190	ICON PLC	ICLR	2,200	$400,884	0.04%
191	VANGUARD TAX-MANAGED FDS	921943858	6,415	$400,767	0.04%
192	PALANTIR TECHNOLOGIES INC	PLTR	2,252	$400,274	0.04%
193	PUBLIC SVC ENTERPRISE GRP IN	744573106	4,947	$397,244	0.04%
194	OREILLY AUTOMOTIVE INC	67103H107	4,331	$395,031	0.04%
195	BRISTOL-MYERS SQUIBB CO	CELG-RI	7,283	$392,845	0.04%
196	GITLAB INC	GTLB	10,429	$391,400	0.04%
197	GOLDMAN SACHS ETF TR	NVGLF	8,869	$382,768	0.04%
198	AIR PRODS & CHEMS INC	AIIR	1,544	$381,399	0.04%
199	CROWDSTRIKE HLDGS INC	CRWD	783	$367,265	0.04%
200	QUALCOMM INC	QCOM	2,143	$366,573	0.04%
201	WISDOMTREE TR	WT	6,225	$365,221	0.04%
202	DATADOG INC	DDOG	2,662	$362,005	0.04%
203	GOLDMAN SACHS ETF TR	NVGLF	7,761	$360,438	0.04%
204	DIMENSIONAL ETF TRUST	25434V500	5,138	$357,964	0.04%
205	SCHWAB STRATEGIC TR	808524201	13,175	$354,537	0.04%
206	KLA CORP	KLAC	291	$353,588	0.04%
207	NOVARTIS AG	NVSEF	2,524	$347,984	0.04%
208	HUBSPOT INC	HUBS	863	$346,322	0.04%
209	ISHARES TR	464287838	2,183	$336,052	0.04%
210	CVS HEALTH CORP	CVS	4,225	$335,296	0.04%
211	TOYOTA MOTOR CORP	TOYOF	1,537	$329,010	0.04%
212	V F CORP	VFC	18,064	$326,597	0.04%
213	CAPITAL ONE FINL CORP	14040H105	1,343	$325,484	0.03%
214	LINDE PLC	LIN	761	$324,483	0.03%
215	COPART INC	CPRT	8,041	$314,805	0.03%
216	PPL CORP	PPLC	8,825	$311,450	0.03%
217	US BANCORP DEL	USB-PS	5,763	$310,510	0.03%
218	PROFESIONALLY MANAGED PORTFO	74316P579	4,722	$309,338	0.03%
219	KKR & CO INC	KKRT	2,422	$308,757	0.03%
220	CME GROUP INC	CME	1,115	$304,484	0.03%
221	GENPACT LIMITED	G	6,500	$304,070	0.03%
222	SELECT SECTOR SPDR TR	81369Y605	5,447	$298,332	0.03%
223	M & T BK CORP	55261F104	1,447	$291,542	0.03%
224	VERISK ANALYTICS INC	VRSK	1,295	$289,681	0.03%
225	CONSTELLATION BRANDS INC	STZ	2,089	$288,267	0.03%
226	SHOPIFY INC	SHOP	1,776	$285,888	0.03%
227	WORKDAY INC	WDAY	1,322	$283,939	0.03%
228	ISHARES TR	464287291	2,700	$283,500	0.03%
229	TEXAS INSTRS INC	882508104	1,609	$279,145	0.03%
230	KIMBERLY-CLARK CORP	KMB	2,724	$278,236	0.03%
231	ISHARES TR	464287648	857	$276,820	0.03%
232	ISHARES TR	464287762	4,250	$276,675	0.03%
233	VANGUARD INTL EQUITY INDEX F	922042742	1,960	$276,478	0.03%
234	AMERICAN INTL GROUP INC	026874784	3,200	$273,768	0.03%
235	ISHARES TR	464287689	703	$272,054	0.03%
236	VANGUARD WORLD FD	92204A405	2,038	$272,053	0.03%
237	ISHARES TR	464287168	1,924	$271,553	0.03%
238	ALTRIA GROUP INC	MO	4,508	$264,521	0.03%
239	VANGUARD INDEX FDS	922908611	1,235	$261,561	0.03%
240	COCA COLA CO	KO	3,686	$257,723	0.03%
241	CARDINAL HEALTH INC	CAH	1,251	$257,081	0.03%
242	GOLDMAN SACHS ETF TR	NVGLF	5,935	$252,704	0.03%
243	BLACKROCK N Y MUN INCOME TRU	BLK	24,900	$252,486	0.03%
244	GOLDMAN SACHS ETF TR	NVGLF	5,091	$251,147	0.03%
245	AT&T INC	T-PC	10,035	$249,269	0.03%
246	ISHARES INC	46434G103	3,613	$242,867	0.03%
247	FLUSHING FINL CORP	343873105	16,000	$242,720	0.03%
248	VANGUARD INDEX FDS	922908553	2,729	$241,489	0.03%
249	BANKUNITED INC	BKU	5,400	$240,678	0.03%
250	T-MOBILE US INC	TMUSZ	1,178	$239,181	0.03%
251	ACCENTURE PLC IRELAND	ACN	891	$239,055	0.03%
252	CUMMINS INC	CMI	466	$237,870	0.03%
253	GOLDMAN SACHS ETF TR	NVGLF	5,155	$237,669	0.03%
254	ISHARES TR	464287663	2,311	$236,970	0.03%
255	ISHARES TR	464287473	1,680	$236,964	0.03%
256	SOUTHERN CO	SOMN	2,685	$234,132	0.03%
257	CONSTELLATION ENERGY CORP	CEG	659	$232,804	0.03%
258	ISHARES TR	46432F388	1,680	$229,682	0.02%
259	DYCOM INDS INC	267475101	679	$229,434	0.02%
260	VANGUARD INTL EQUITY INDEX F	922042775	3,116	$229,213	0.02%
261	ISHARES TR	464287671	1,340	$225,040	0.02%
262	CGI INC	GIB	2,433	$225,005	0.02%
263	ARGAN INC	AGX	716	$224,337	0.02%
264	CITIZENS FINL GROUP INC	CIA	3,800	$221,958	0.02%
265	INTUIT	INTU	327	$216,910	0.02%
266	ZOETIS INC	ZTS	1,702	$214,146	0.02%
267	PARKER-HANNIFIN CORP	PH	242	$212,708	0.02%
268	CAMECO CORP	CCJ	2,307	$211,067	0.02%
269	DUKE ENERGY CORP NEW	DUKB	1,792	$210,040	0.02%
270	BLACKROCK INC	BLK	195	$208,716	0.02%
271	MSCI INC	MSCI	363	$208,264	0.02%
272	VANGUARD ADMIRAL FDS INC	921932505	464	$206,290	0.02%
273	ISHARES TR	464287341	4,915	$206,078	0.02%
274	MONSTER BEVERAGE CORP NEW	MNST	2,630	$201,642	0.02%
275	VANGUARD SCOTTSDALE FDS	92206C847	3,610	$201,439	0.02%
276	TARGA RES CORP	TRGP	1,089	$200,921	0.02%
277	LOWES COS INC	548661107	830	$200,163	0.02%
278	NUSCALE PWR CORP	NU	13,140	$186,194	0.02%
279	INVESCO VALUE MUN INCOME TR	IVZ	12,080	$148,826	0.02%
280	BLACKROCK CORPOR HI YLD FD I	BLK	14,699	$130,821	0.01%
281	EVOLV TECHNOLOGIES HLDNGS IN	EVLVW	10,670	$76,397	0.01%
282	PIONEER PWR SOLUTIONS INC	723836300	16,025	$75,798	0.01%
283	INTENSITY THERAPEUTICS INC	INTS	153,447	$62,944	0.01%
284	WIPRO LTD	WIT	21,066	$59,827	0.01%
285	SANGOMA TECHNOLOGIES CORP	SANG	10,000	$50,269	0.01%
286	NET POWER INC	NPWR-WT	16,393	$37,376	0.00%
287	ORIGIN AGRITECH LIMITED	SEED	20,771	$23,056	0.00%
288	NINE ENERGY SERVICE INC	NINE	29,042	$10,040	0.00%