Managers / Q1 2026
Legacy Advisors, LLC
CIK 0001720969 · 5 APOLLO ROAD, SUITE 100, PLYMOUTH MEETING, PA, 19462 · 610.943.3014
Reported Value
$848M
Q1 2026
Positions
279
Filings on Record
31
2019–present window
Filed
May 5, 2026
original filing
Summary
Legacy Advisors, Llc reported $848M in U.S.-listed holdings across 279 positions for Q1 2026.
Its largest position, QLTY, represents 15.1% of the portfolio.
Compared with Q4 2025, the fund opened 19 new positions and exited 28.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $848M | 279 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $931M | 288 | Jan 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $810M | 252 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $6M | 18 | Aug 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $972M | 433 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.0B | 411 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $924M | 378 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $823M | 328 | Jul 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $791M | 314 | Apr 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $776M | 306 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $621M | 280 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $674M | 267 | Jul 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $542M | 252 | May 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $546.5B | 242 | Feb 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $453M | 227 | Nov 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $476M | 221 | Jul 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $515M | 215 | May 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $273M | 133 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $250M | 127 | Oct 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $246M | 124 | Jul 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $226M | 122 | Apr 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $176M | 111 | Jan 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $151M | 109 | Oct 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $126M | 102 | Jul 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $100M | 96 | Apr 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $158M | 132 | Jan 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $134M | 110 | Oct 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $148M | 373 | Jul 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019REVEALED | $308M | 525 | Apr 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $132M | 109 | Jan 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.