Titelia

Holdings of Legacy Advisors, LLC

257 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 47.9 % of the equity sleeve

Sector breakdown

  • Funds 20.4 %
  • Technology 8.9 %
  • Industrials 6.3 %
  • Communication 6.2 %
  • Consumer discretionary 4.1 %
  • Financials 3.7 %
  • Health care 3.2 %
  • Consumer staples 1.0 %
  • Energy 0.7 %
  • Real estate 0.2 %
  • Utilities 0.1 %
  • Materials 0.1 %
  • Unattributed 44.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • TW 0.4 %
  • NL 0.1 %
  • JP 0.0 %
  • IN 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US253808.4M $99.44 %
2TW13.2M $0.40 %
3NL1933.8K $0.11 %
4JP1315.3K $0.04 %
5IN129.9K $0.00 %

Positions

RankCompanySharesValueWeight
201UnitedHealth Group Inc 1,087294.1K $
202AT&T Inc 10,056291.5K $
203iShares Global Energy ETF 4,915283.1K $
204Vanguard Total World Stock ETF 1,960271.1K $
205Coca-Cola Co/The 3,535270.8K $
206Marathon Petroleum Corp 1,106270K $
207iShares Trust 2,700269.9K $
208Automatic Data Processing Inc 1,314269.3K $
209Vanguard Index Funds 1,235268.3K $
210Paychex Inc 2,893266.5K $
211Copart Inc 7,990265.3K $
212QUALCOMM Inc 2,059265.2K $
213KKR & Co Inc 2,832262K $
214iShares Russell 3000 ETF 704260.9K $
215Targa Resources Corp 1,026257.2K $
216Moody's Corp 583254.3K $
217Citizens Financial Group Inc 4,172250.2K $
218Vanguard Financials ETF 2,064249.4K $
219Flushing Financial Corp 16,045246.5K $
220iShares Russell Mid-Cap Value 1,680244.8K $
221Phreesia Inc 29,205244.7K $
222Marriott International Inc/MD 747244.3K $
223BankUnited Inc 5,400243.9K $
224Verisk Analytics Inc 1,285243.8K $
225Cummins Inc 452243.2K $
226iShares Select Dividend ETF 1,599242.1K $
227American International Group Inc 3,183239.5K $
228iShares MSCI USA Value Factor ETF 1,680238.9K $
229Crowdstrike Holdings Inc 612238.8K $
230Southern Co/The 2,470238.4K $
231Goldman Sachs ActiveBeta Emerging Markets Equity ETF 5,479236.7K $
232Vanguard Real Estate ETF 2,646234.7K $
233Vanguard FTSE All-World ex-US ETF 3,116234K $
234Vistra Corp 1,527229.5K $
235Kimberly-Clark Corp 2,342228.9K $
236iShares Russell 2000 Growth ETF 727228.1K $
237Dycom Industries Inc 673228K $
238HubSpot Inc 933227.7K $
239Primoris Services Corp 1,564223.9K $
240NCR Atleos Corp 5,000217.9K $
241BWX Technologies Inc 1,039212.5K $
242Vanguard Scottsdale Funds 3,829212K $
243AMETEK Inc 985211.1K $
244Parker-Hannifin Corp 233208.6K $
245Altria Group, Inc. 3,155208.2K $
246MSCI Inc 386208.1K $
247Zoetis Inc 1,755207.5K $
248Teledyne Technologies Inc 332200.9K $
249Ford Motor Co 17,151197.9K $
250nCino Inc 10,515157.5K $
251NuScale Power Corp 13,099142K $
252CION Investment Corp. 17,000116.3K $
253Blue Owl Capital Inc 11,962109.2K $
254Evolv Technologies Holdings Inc 10,73364.9K $
255Pioneer Power Solutions Inc 16,02552.1K $
256Wipro Ltd 14,10929.9K $
257Net Power Inc 16,39325.6K $