Filed: 4/23/2025ACC: 0001667731-25-000489
📋 What this filing means
LEGACY ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 432 equity positions with a total reported market value of $971.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
432
Positions
$971.61M
Total AUM (reported)
10.51M
Total Shares
Allocation by class
COM$497.62M51.2%
CL A$94.93M9.8%
JENSEN QUALITY$42.55M4.4%
RUS 1000 ETF$27.73M2.9%
CORE S&P SCP ETF$22.56M2.3%
TR UNIT$22.55M2.3%
CORE S&P500 ETF$21.76M2.2%
Portfolio Concentration
Top 3$179.54M18.5%
4–10$180.95M18.6%
11–25$162.50M16.7%
Rest$448.62M46.2%
Top 3 weight
18.5%
Top 10 weight
37.1%
Voting Authority Distribution
Total shares with voting rights: 10.51M
Sole
Full voting authority
10.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole432
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings432
Rows:
MASTEC INC
SOLEShares776.69K
TypeSH
Market value$90.65M
9.33%
Sole
776.69K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares1.32M
TypeSH
Market value$46.35M
4.77%
Sole
1.32M
Shared
0.00
None
0.00
TRUST FOR PROFESSIONAL MANAG
SOLEShares1.67M
TypeSH
Market value$42.55M
4.38%
Sole
1.67M
Shared
0.00
None
0.00
APPLE INC
SOLEShares188.43K
TypeSH
Market value$41.85M
4.31%
Sole
188.43K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares90.39K
TypeSH
Market value$27.73M
2.85%
Sole
90.39K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares63.71K
TypeSH
Market value$23.92M
2.46%
Sole
63.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares215.76K
TypeSH
Market value$22.56M
2.32%
Sole
215.76K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares40.31K
TypeSH
Market value$22.55M
2.32%
Sole
40.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.72K
TypeSH
Market value$21.76M
2.24%
Sole
38.72K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares35.72K
TypeSH
Market value$20.59M
2.12%
Sole
35.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares230K
TypeSH
Market value$19.57M
2.01%
Sole
230K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares87.26K
TypeSH
Market value$16.60M
1.71%
Sole
87.26K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.92K
TypeSH
Market value$13.80M
1.42%
Sole
25.92K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares124.71K
TypeSH
Market value$13.52M
1.39%
Sole
124.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares83.94K
TypeSH
Market value$12.98M
1.34%
Sole
83.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares23.76K
TypeSH
Market value$12.21M
1.26%
Sole
23.76K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares52.59K
TypeSH
Market value$10.86M
1.12%
Sole
52.59K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares17.08K
TypeSH
Market value$9.11M
0.94%
Sole
17.08K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares119.24K
TypeSH
Market value$8.69M
0.89%
Sole
119.24K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares52.20K
TypeSH
Market value$8.66M
0.89%
Sole
52.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares29.05K
TypeSH
Market value$7.87M
0.81%
Sole
29.05K
Shared
0.00
None
0.00
BENTLEY SYS INC
SOLEShares193.60K
TypeSH
Market value$7.62M
0.78%
Sole
193.60K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares15.85K
TypeSH
Market value$7.43M
0.76%
Sole
15.85K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares28.83K
TypeSH
Market value$7.03M
0.72%
Sole
28.83K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares26.70K
TypeSH
Market value$6.55M
0.67%
Sole
26.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 776.69K | SH | $90.65M 9.33% | 776.69K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 1.32M | SH | $46.35M 4.77% | 1.32M | 0.00 | 0.00 |
TRUST FOR PROFESSIONAL MANAGSOLE | JENSEN QUALITY | 1.67M | SH | $42.55M 4.38% | 1.67M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 188.43K | SH | $41.85M 4.31% | 188.43K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 90.39K | SH | $27.73M 2.85% | 90.39K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 63.71K | SH | $23.92M 2.46% | 63.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 215.76K | SH | $22.56M 2.32% | 215.76K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 40.31K | SH | $22.55M 2.32% | 40.31K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 38.72K | SH | $21.76M 2.24% | 38.72K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 35.72K | SH | $20.59M 2.12% | 35.72K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 230K | SH | $19.57M 2.01% | 230K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 87.26K | SH | $16.60M 1.71% | 87.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.92K | SH | $13.80M 1.42% | 25.92K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 124.71K | SH | $13.52M 1.39% | 124.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 83.94K | SH | $12.98M 1.34% | 83.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.76K | SH | $12.21M 1.26% | 23.76K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 52.59K | SH | $10.86M 1.12% | 52.59K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 17.08K | SH | $9.11M 0.94% | 17.08K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 119.24K | SH | $8.69M 0.89% | 119.24K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 52.20K | SH | $8.66M 0.89% | 52.20K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 100 ETF | 29.05K | SH | $7.87M 0.81% | 29.05K | 0.00 | 0.00 |
BENTLEY SYS INCSOLE | COM CL B | 193.60K | SH | $7.62M 0.78% | 193.60K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 15.85K | SH | $7.43M 0.76% | 15.85K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 28.83K | SH | $7.03M 0.72% | 28.83K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 26.70K | SH | $6.55M 0.67% | 26.70K | 0.00 | 0.00 |
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