CIK 1720969
Legacy Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
288
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| STBA | S & T BANCORP INC | 15K | $500K+ | SH |
| CI | THE CIGNA GROUP | 2K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 32K | $500K+ | SH |
| CAT | CATERPILLAR INC | 976 | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 3K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 2K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| QUAL | ISHARES TR | 3K | $500K+ | SH |
| VG | VENTURE GLOBAL INC | 77K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $500K+ | SH |
| FICO | FAIR ISAAC CORP | 301 | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $100K–$500K | SH |
| MPLX | MPLX LP | 9K | $100K–$500K | SH |
| PHR | PHREESIA INC | 29K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 3K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| URA | GLOBAL X FDS | 10K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 6K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 7K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| IGM | ISHARES TR | 3K | $100K–$500K | SH |
| NML | NEUBERGER ENGY INFRSTR & INC | 50K | $100K–$500K | SH |
| IWC | ISHARES TR | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 10K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 475 | $100K–$500K | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 9K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 5K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 702 | $100K–$500K | SH |
| MCO | MOODYS CORP | 791 | $100K–$500K | SH |
| ICLR | ICON PLC | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 6K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 5K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 4K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 7K | $100K–$500K | SH |
| GTLB | GITLAB INC | 10K | $100K–$500K | SH |
| GSIE | GOLDMAN SACHS ETF TR | 9K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 2K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 783 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |