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Legacy Advisors, LLC - Portfolio Stock Holdings

Legacy Advisors, LLC disclosed 305 stock positions in a recent SEC 13F filing. $1,057,826,993 of stock holdings were filed, with the largest holdings including AMTM, QLTY, and IJR. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.

We estimate the fund has a total AUM of $5,168,722,434 and has 50 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

305

Est. Stock Holding Value:

$1,057,826,993

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Legacy Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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