Managers / Q2 2023 · view latest →
Legacy Advisors, LLC
CIK 0001720969 · 5 APOLLO ROAD, SUITE 100, PLYMOUTH MEETING, PA, 19462 · 610.943.3014
Reported Value
$674M
Q2 2023
Positions
267
Filings on Record
31
2019–present window
Filed
Jul 20, 2023
original filing
Summary
Legacy Advisors, Llc reported $674M in U.S.-listed holdings across 267 positions for Q2 2023.
The portfolio is heavily concentrated: MTZ alone accounts for 25.5% of reported value.
Compared with Q1 2023, the fund opened 29 new positions and exited 11.
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 — Q2 2023
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 ↗ |
Other Included Managers
This filing reports holdings on behalf of 8 additional managers.
- Coho Partners, Ltd.028-11563
- TRILLIUM ASSET MANAGEMENT, LLC028-03125
- Sterling Capital Management LLC028-11465
- LAZARD ASSET MANAGEMENT LLC028-10469
- JENSEN INVESTMENT MANAGEMENT INC028-03495
- PARAMETRIC PORTFOLIO ASSOCIATES LLC028-04558
- CONFLUENCE INVESTMENT MANAGEMENT LLC028-13334
- CONGRESS ASSET MANAGEMENT CO /MA028-03434
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 ↗.