Legacy Advisors, LLC Portfolio Holdings
Legacy Advisors, LLC
- $748 Million
- Q4 2025
Legacy Advisors, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $748 Million distributed in 288 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $73.2M, Ishares Core S&P 500 ETF with a value of $40.2M, Apple Inc. with a value of $33.9M, Ishares Tr Russell 1000 ETF with a value of $32.9M, and Ishares Core S&P Sm Cap ETF with a value of $31.6M.
Examining the 13F form we can see an increase of $64.8M in the current position value, from $683M to 748M.
Below you can find more details about Legacy Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$748 Million
ETFs: $331 Million
Technology: $136 Million
Industrials: $85.8 Million
Communication Services: $58.6 Million
Financial Services: $45.2 Million
Consumer Cyclical: $37.6 Million
Healthcare: $27.4 Million
Energy: $12.1 Million
Other: $14.5 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 288
- Current Value $748 Million
- Prior Value $683 Million
- Filing
- Period Q4 2025
- Filing Date January 27, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 43 stocks
- Additional Purchases 161 stocks
- Sold out of 0 stocks
- Reduced holdings in 40 stocks