Legacy Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1720969
Institutional-grade research for retail investors
13F Reported Value
ⓘ$848.2M
Holdings
279
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Legacy Advisors, LLC disclosed 279 positions worth $848.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 17 new positions and exited 23. The portfolio is most concentrated in Other (57.7% of disclosed assets). All figures are sourced directly from Legacy Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1720969.
AI Fund Analysis
DiversifyingGMO ETF TRUST
15.1% weight
Held 4 quarters
ISHARES TR
4.5% weight
Held 9 quarters
ISHARES TR
4.4% weight
Held 9 quarters
ISHARES TR
3.8% weight
Held 9 quarters
$AAPL3.6% weight
Held 9 quarters
SELECT SECTOR SPDR TR
7 quarters accumulating
ISHARES TR
7 quarters accumulating
VANGUARD INDEX FDS
5 quarters accumulating
SCHWAB STRATEGIC TR
5 quarters accumulating
$EPD4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsEnergyConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
GMO ETF TRUST
—Quality
$127.9M3,529,734 shISHARES TR
—Quality
$37.8M304,002 shISHARES TR
—Quality
$37.1M56,722 shISHARES TR
—Quality
$31.8M89,267 sh- 76.1
Quality
$31.0M121,995 sh - 59.7
Quality
$30.2M93,953 sh VANGUARD INDEX FDS
—Quality
$30.1M50,360 sh- —
Quality
$26.0M39,924 sh ADVISORS INNER CIRCLE FD III
—Quality
$25.8M958,094 shISHARES TR
—Quality
$20.6M212,098 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| GMO ETF TRUST | — | $127.9M | 3,529,734 |
| ISHARES TR | — | $37.8M | 304,002 |
| ISHARES TR | — | $37.1M | 56,722 |
| ISHARES TR | — | $31.8M | 89,267 |
| Apple Inc.$AAPL | 76.1 | $31.0M | 121,995 |
 MASTEC INC$MTZ | 59.7 | $30.2M | 93,953 |
| VANGUARD INDEX FDS | — | $30.1M | 50,360 |
 SPDR S&P 500 ETF TRUST$SPY | — | $26.0M | 39,924 |
| ADVISORS INNER CIRCLE FD III | — | $25.8M | 958,094 |
| ISHARES TR | — | $20.6M | 212,098 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Advisors, LLC's 279 positions.
Showing top 10 of 279 holdings.
Sector Allocation
Other
$489.8M
Technology
$154.1M
Financials
$53.0M
Energy
$47.3M
Consumer Discretionary
$30.1M
Industrials
$28.9M
Healthcare
$26.6M
Communication Services
$6.9M
Full Holdings — Legacy Advisors, LLC (Q1 2026)
All 279 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | GMO ETF TRUST | $127.9M | 15.1% | +1% | — |
| 2 | — | ISHARES TR | $37.8M | 4.5% | +12% | — |
| 3 | — | ISHARES TR | $37.1M | 4.4% | -5% | — |
| 4 | — | ISHARES TR | $31.8M | 3.8% | -0% | — |
| 5 | $AAPL | Apple Inc. | $31.0M | 3.6% | -4% | 76.1 |
| 6 | $MTZ | MASTEC INC | $30.2M | 3.6% | -75% | 59.7 |
| 7 | — | VANGUARD INDEX FDS | $30.1M | 3.5% | +116% | — |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $26.0M | 3.1% | +0% | — |
| 9 | — | ADVISORS INNER CIRCLE FD III | $25.8M | 3.0% | +15% | — |
| 10 | — | ISHARES TR | $20.6M | 2.4% | +1% | — |
| 11 |  $META | Meta Platforms, Inc. | $16.7M | 2.0% | +0% | 80.9 |
| 12 |  $GOOG | Alphabet Inc. | $16.3M | 1.9% | -4% | 80.2 |
| 13 |  $VERX | Vertex, Inc. | $16.0M | 1.9% | -0% | 49.8 |
| 14 | — | SELECT SECTOR SPDR TR | $13.6M | 1.6% | -0% | — |
| 15 | — | VANGUARD INDEX FDS | $13.2M | 1.6% | +7% | — |
| 16 |  $AMZN | AMAZON COM INC | $12.9M | 1.5% | -0% | 74.6 |
| 17 |  $MSFT | MICROSOFT CORP | $12.0M | 1.4% | +3% | 83.7 |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $11.2M | 1.3% | -2% | 64.5 |
| 19 |  $NVDA | NVIDIA CORP | $10.0M | 1.2% | -3% | 90.2 |
| 20 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $9.8M | 1.2% | +0% | — |
| 21 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $9.7M | 1.1% | +2% | — |
| 22 | — | DIMENSIONAL ETF TRUST | $9.3M | 1.1% | +0% | — |
| 23 |  $AMTM | Amentum Holdings, Inc. | $9.1M | 1.1% | -8% | 55.6 |
| 24 | — | VANGUARD STAR FDS | $8.9M | 1.1% | -2% | — |
| 25 | — | ISHARES TR | $8.7M | 1.0% | +0% | — |
| 26 |  $JNJ | JOHNSON & JOHNSON | $8.6M | 1.0% | +5% | 72.8 |
| 27 | — | VANGUARD WHITEHALL FDS | $8.2M | 1.0% | +177% | — |
| 28 |  $GOOGL | Alphabet Inc. | $7.7M | 0.9% | -1% | 80.2 |
| 29 |  $UBER | Uber Technologies, Inc | $7.2M | 0.8% | -0% | 79.3 |
| 30 | — | ISHARES TR | $6.8M | 0.8% | -1% | — |
| 31 |  $BSY | BENTLEY SYSTEMS INC | $6.8M | 0.8% | +0% | 70.1 |
| 32 | — | SCHWAB STRATEGIC TR | $6.4M | 0.8% | +1% | — |
| 33 |  $FULT | FULTON FINANCIAL CORP | $5.7M | 0.7% | +0% | 52.1 |
| 34 |  $TSLA | Tesla, Inc. | $5.3M | 0.6% | +4% | 50.1 |
| 35 | — | VANGUARD WHITEHALL FDS | $5.2M | 0.6% | +1% | — |
| 36 |  $JPM | JPMORGAN CHASE & CO | $4.9M | 0.6% | -4% | 35.6 |
| 37 |  $RBLX | Roblox Corp | $4.9M | 0.6% | +1% | 53.7 |
| 38 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $4.5M | 0.5% | +1% | 66.4 |
| 39 |  $MCD | MCDONALDS CORP | $4.1M | 0.5% | -1% | 73.9 |
| 40 | — | VANGUARD INDEX FDS | $3.6M | 0.4% | -4% | — |
| 41 |  $GLD | SPDR GOLD TRUST | $3.4M | 0.4% | -0% | — |
| 42 |  $ABBV | AbbVie Inc. | $3.3M | 0.4% | -3% | 59.3 |
| 43 |  $MELI | MERCADOLIBRE INC | $3.3M | 0.4% | +1% | 77.5 |
| 44 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.2M | 0.4% | +5% | — |
| 45 | — | SPDR SERIES TRUST | $3.1M | 0.4% | -1% | — |
| 46 |  $XOM | EXXON MOBIL CORP | $3.1M | 0.4% | -1% | 61.8 |
| 47 | — | VANGUARD INDEX FDS | $2.6M | 0.3% | -8% | — |
| 48 | — | SELECT SECTOR SPDR TR | $2.6M | 0.3% | +10% | — |
| 49 |  $AVGO | Broadcom Inc. | $2.5M | 0.3% | +7% | 86.4 |
| 50 |  $WMB | WILLIAMS COMPANIES, INC. | $2.3M | 0.3% | -14% | 72.8 |
| 51 | — | GOLDMAN SACHS ETF TR | $2.3M | 0.3% | +1% | — |
| 52 | — | VANGUARD INDEX FDS | $2.2M | 0.3% | +54% | — |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.3% | -4% | 67 |
| 54 |  $HCA | HCA Healthcare, Inc. | $2.0M | 0.2% | -1% | 70.5 |
| 55 |  $ET | Energy Transfer LP | $2.0M | 0.2% | -7% | 64.5 |
| 56 | — | VANGUARD INDEX FDS | $1.9M | 0.2% | +0% | — |
| 57 |  $ABT | ABBOTT LABORATORIES | $1.9M | 0.2% | -4% | 67 |
| 58 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.9M | 0.2% | -0% | 70.9 |
| 59 |  $PEP | PEPSICO INC | $1.8M | 0.2% | -0% | 62.7 |
| 60 | — | ISHARES TR | $1.8M | 0.2% | +0% | — |
| 61 | — | ISHARES TR | $1.8M | 0.2% | -7% | — |
| 62 |  $APH | AMPHENOL CORP /DE/ | $1.7M | 0.2% | +1% | 80.5 |
| 63 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.2% | -2% | 68.4 |
| 64 |  $LLY | ELI LILLY & Co | $1.6M | 0.2% | -18% | 89.3 |
| 65 |  $V | VISA INC. | $1.6M | 0.2% | -10% | 83.5 |
| 66 | — | VANGUARD INDEX FDS | $1.6M | 0.2% | +16% | — |
| 67 | — | ISHARES TR | $1.6M | 0.2% | +0% | — |
| 68 | — | ISHARES TR | $1.5M | 0.2% | +0% | — |
| 69 |  $AMGN | AMGEN INC | $1.5M | 0.2% | -1% | 79.5 |
| 70 | — | ISHARES TR | $1.5M | 0.2% | +0% | — |
| 71 |  $ISRG | INTUITIVE SURGICAL INC | $1.5M | 0.2% | -0% | 81.4 |
| 72 |  $CVX | CHEVRON CORP | $1.5M | 0.2% | -7% | 54.7 |
| 73 |  $NFLX | NETFLIX INC | $1.5M | 0.2% | -1% | 86.7 |
| 74 | — | ISHARES TR | $1.5M | 0.2% | -4% | — |
| 75 |  $EFX | EQUIFAX INC | $1.4M | 0.2% | +1% | 69.4 |
| 76 | — | ISHARES TR | $1.4M | 0.2% | +1% | — |
| 77 |  $NSC | NORFOLK SOUTHERN CORP | $1.4M | 0.2% | -0% | 70.8 |
| 78 |  $NVR | NVR INC | $1.4M | 0.2% | +0% | 62.3 |
| 79 |  $BABA | Alibaba Group Holding Ltd | $1.4M | 0.2% | -0% | — |
| 80 | — | VANGUARD MUN BD FDS | $1.4M | 0.2% | +12% | — |
| 81 | — | ISHARES TR | $1.4M | 0.2% | +0% | — |
| 82 |  $MA | Mastercard Inc | $1.3M | 0.2% | -9% | 81.7 |
| 83 |  $AMAT | APPLIED MATERIALS INC /DE | $1.3M | 0.2% | -2% | 74.8 |
| 84 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.2% | +0% | 73.2 |
| 85 |  $IBIT | iShares Bitcoin Trust ETF | $1.3M | 0.1% | +36% | — |
| 86 | — | SELECT SECTOR SPDR TR | $1.3M | 0.1% | -24% | — |
| 87 |  $SPOT | Spotify Technology S.A. | $1.3M | 0.1% | +0% | — |
| 88 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.1% | -1% | 82.4 |
| 89 |  $GWW | W.W. GRAINGER, INC. | $1.2M | 0.1% | -1% | 69.5 |
| 90 |  $VG | Venture Global, Inc. | $1.2M | 0.1% | +0% | 69 |
| 91 | — | VANGUARD BD INDEX FDS | $1.2M | 0.1% | +61% | — |
| 92 |  $HD | HOME DEPOT, INC. | $1.2M | 0.1% | -6% | 69.2 |
| 93 |  $ORCL | ORACLE CORP | $1.2M | 0.1% | -8% | 67.2 |
| 94 |  $DIS | Walt Disney Co | $1.1M | 0.1% | -5% | 68.9 |
| 95 |  $IVZ | Invesco Ltd. | $1.1M | 0.1% | +0% | — |
| 96 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.1% | -1% | — |
| 97 |  $EMR | EMERSON ELECTRIC CO | $1.1M | 0.1% | -0% | 65.9 |
| 98 |  $GEV | GE Vernova Inc. | $1.1M | 0.1% | +0% | 70.1 |
| 99 |  $NNE | Nano Nuclear Energy Inc. | $1.1M | 0.1% | +0% | — |
| 100 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $1.1M | 0.1% | +0% | 69 |
| 101 |  $CNO | CNO Financial Group, Inc. | $1.1M | 0.1% | -2% | 49.1 |
| 102 | — | JANUS DETROIT STR TR | $1.1M | 0.1% | +5% | — |
| 103 |  $HIMS | Hims & Hers Health, Inc. | $1.1M | 0.1% | -0% | 50.9 |
| 104 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.1% | +15% | 74.8 |
| 105 |  $WMT | Walmart Inc. | $996,030 | 0.1% | +2% | 63.2 |
| 106 |  $NJR | NEW JERSEY RESOURCES CORP | $990,075 | 0.1% | +0% | 79.3 |
| 107 |  $PG | PROCTER & GAMBLE Co | $989,869 | 0.1% | -5% | 72.9 |
| 108 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $988,632 | 0.1% | +0% | — |
| 109 |  $MRK | Merck & Co., Inc. | $979,321 | 0.1% | -0% | 70.9 |
| 110 |  $CCZ | COMCAST CORP | $972,235 | 0.1% | +2% | 70.4 |
| 111 |  $GS | GOLDMAN SACHS GROUP INC | $956,032 | 0.1% | +1% | — |
| 112 | — | VANGUARD WORLD FD | $947,393 | 0.1% | +0% | — |
| 113 | — | INNOVATOR ETFS TRUST | $936,375 | 0.1% | -24% | — |
| 114 |  $ACGL | ARCH CAPITAL GROUP LTD. | $936,190 | 0.1% | +2% | — |
| 115 |  $ASML | ASML HOLDING NV | $933,827 | 0.1% | -2% | — |
| 116 |  $PM | Philip Morris International Inc. | $918,662 | 0.1% | +8% | 80.5 |
| 117 |  $EQIX | EQUINIX INC | $904,771 | 0.1% | +2% | 61.4 |
| 118 | — | VANGUARD SPECIALIZED FUNDS | $883,487 | 0.1% | +63% | — |
| 119 |  $CMPR | CIMPRESS plc | $867,824 | 0.1% | -0% | — |
| 120 |  $ULTA | Ulta Beauty, Inc. | $806,019 | 0.1% | -0% | 66.6 |
| 121 |  $TFC | TRUIST FINANCIAL CORP | $787,282 | 0.1% | -14% | — |
| 122 |  $NOW | ServiceNow, Inc. | $775,168 | 0.1% | -7% | 76 |
| 123 |  $PFE | PFIZER INC | $754,743 | 0.1% | +10% | 69 |
| 124 |  $GIL | Gildan Activewear Inc. | $746,475 | 0.1% | +0% | — |
| 125 |  $SBUX | STARBUCKS CORP | $743,063 | 0.1% | -4% | 54.6 |
| 126 |  $TJX | TJX COMPANIES INC /DE/ | $729,194 | 0.1% | +8% | 70.7 |
| 127 | $META | Meta Platforms, Inc. | $722,156 | 0.1% | NEW | 80.9 |
| 128 | $IVZ | Invesco Ltd. | $710,673 | 0.1% | +35% | — |
| 129 |  $HON | HONEYWELL INTERNATIONAL INC | $700,241 | 0.1% | -3% | 65.7 |
| 130 |  $TOST | Toast, Inc. | $697,399 | 0.1% | +12% | 69.5 |
| 131 |  $CAT | CATERPILLAR INC | $696,423 | 0.1% | +1% | 67.8 |
| 132 |  $MKL | MARKEL GROUP INC. | $694,807 | 0.1% | -2% | 68.2 |
| 133 |  $DE | DEERE & CO | $689,105 | 0.1% | -10% | 57.4 |
| 134 |  $BX | Blackstone Inc. | $687,870 | 0.1% | -8% | 68 |
| 135 |  $BA | BOEING CO | $672,920 | 0.1% | -2% | 51.8 |
| 136 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $663,543 | 0.1% | -3% | 53.3 |
| 137 | — | ISHARES INC | $626,149 | 0.1% | +0% | — |
| 138 |  $EW | Edwards Lifesciences Corp | $623,583 | 0.1% | -1% | 67.6 |
| 139 | — | ISHARES TR | $614,711 | 0.1% | +429% | — |
| 140 |  $STBA | S&T BANCORP INC | $606,619 | 0.1% | +0% | — |
| 141 |  $SNPS | SYNOPSYS INC | $601,857 | 0.1% | -1% | 63.1 |
| 142 |  $RTX | RTX Corp | $600,297 | 0.1% | +9% | 70 |
| 143 | — | ISHARES TR | $594,786 | 0.1% | +15% | — |
| 144 | — | VANGUARD WORLD FD | $588,233 | 0.1% | -7% | — |
| 145 |  $ENVA | Enova International, Inc. | $578,636 | 0.1% | -0% | 76.8 |
| 146 |  $AMD | ADVANCED MICRO DEVICES INC | $577,856 | 0.1% | +1% | 78.8 |
| 147 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $564,220 | 0.1% | +9% | 71.5 |
| 148 |  $CI | Cigna Group | $563,643 | 0.1% | +3% | 66.8 |
| 149 |  $CSCO | CISCO SYSTEMS, INC. | $562,528 | 0.1% | -3% | 72.3 |
| 150 |  $ETN | Eaton Corp plc | $557,608 | 0.1% | +0% | — |
| 151 |  $VZ | VERIZON COMMUNICATIONS INC | $555,619 | 0.1% | +8% | 71.6 |
| 152 |  $CTVA | Corteva, Inc. | $543,873 | 0.1% | -0% | 48.4 |
| 153 |  $MPLX | MPLX LP | $529,324 | 0.1% | +0% | 76.5 |
| 154 |  $UPS | UNITED PARCEL SERVICE INC | $525,674 | 0.1% | +2% | 58.2 |
| 155 |  $NML | Neuberger Energy Infrastructure & Income Fund Inc. | $525,500 | 0.1% | +0% | — |
| 156 | — | ISHARES TR | $513,505 | 0.1% | -9% | — |
| 157 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $509,491 | 0.1% | -0% | 69.4 |
| 158 |  $YMM | Full Truck Alliance Co. Ltd. | $505,512 | 0.1% | +0% | — |
| 159 | — | ISHARES TR | $503,172 | 0.1% | -10% | — |
| 160 |  $CRM | Salesforce, Inc. | $493,369 | 0.1% | -18% | 75.2 |
| 161 |  $FISV | FISERV INC | $492,156 | 0.1% | +2% | 67.4 |
| 162 |  $BDX | BECTON DICKINSON & CO | $490,573 | 0.1% | -2% | 50.7 |
| 163 |  $UNP | UNION PACIFIC CORP | $489,551 | 0.1% | -2% | 74 |
| 164 |  $MU | MICRON TECHNOLOGY INC | $480,270 | 0.1% | -51% | 88.4 |
| 165 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $472,101 | 0.1% | -11% | 74.4 |
| 166 | — | VANGUARD INTL EQUITY INDEX F | $467,955 | 0.1% | +0% | — |
| 167 |  $MRVL | Marvell Technology, Inc. | $467,417 | 0.1% | -2% | 77.3 |
| 168 |  $WFC | WELLS FARGO & COMPANY/MN | $461,738 | 0.1% | -6% | — |
| 169 | — | SPDR SERIES TRUST | $457,832 | 0.1% | +0% | — |
| 170 |  $AMT | AMERICAN TOWER CORP /MA/ | $450,606 | 0.1% | -2% | 69.8 |
| 171 |  $BMY | BRISTOL MYERS SQUIBB CO | $444,491 | 0.1% | +1% | 70.1 |
| 172 |  $GM | General Motors Co | $437,171 | 0.1% | +3% | 58.7 |
| 173 |  $MS | MORGAN STANLEY | $436,943 | 0.1% | -3% | — |
| 174 |  $APD | Air Products & Chemicals, Inc. | $433,992 | 0.1% | -3% | 41.2 |
| 175 |  $WM | WASTE MANAGEMENT INC | $431,086 | 0.1% | -12% | 70.7 |
| 176 | — | ISHARES TR | $425,680 | 0.1% | +0% | — |
| 177 | — | ISHARES TR | $420,847 | 0.1% | +0% | — |
| 178 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $409,850 | 0.1% | +2% | 74.6 |
| 179 | $GS | GOLDMAN SACHS GROUP INC | $405,613 | 0.1% | +1% | — |
| 180 | — | VANGUARD TAX-MANAGED FDS | $404,458 | 0.1% | -2% | — |
| 181 |  $ORLY | O REILLY AUTOMOTIVE INC | $398,318 | 0.1% | -0% | 72.7 |
| 182 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $397,476 | 0.1% | -41% | 66.7 |
| 183 |  $OKLO | Oklo Inc. | $395,232 | 0.1% | -0% | — |
| 184 | — | ISHARES TR | $391,083 | 0.1% | +0% | — |
| 185 |  $LIN | LINDE PLC | $390,659 | 0.1% | +4% | — |
| 186 |  $KLAC | KLA CORP | $385,773 | 0.1% | -10% | 84.4 |
| 187 | — | ISHARES TR | $385,072 | 0.1% | +0% | — |
| 188 |  $NVS | NOVARTIS AG | $382,944 | 0.1% | -1% | — |
| 189 |  $BN | BROOKFIELD Corp /ON/ | $374,202 | 0.0% | +3% | — |
| 190 | — | DIMENSIONAL ETF TRUST | $365,466 | 0.0% | +0% | — |
| 191 | $GS | GOLDMAN SACHS GROUP INC | $358,851 | 0.0% | +1% | — |
| 192 |  $ZS | Zscaler, Inc. | $356,898 | 0.0% | -2% | 57.9 |
| 193 |  $DHR | DANAHER CORP /DE/ | $355,515 | 0.0% | -22% | 63.9 |
| 194 |  $CAH | CARDINAL HEALTH INC | $348,876 | 0.0% | +32% | 58.6 |
| 195 | — | SCHWAB STRATEGIC TR | $338,791 | 0.0% | +0% | — |
| 196 |  $WT | WisdomTree, Inc. | $332,602 | 0.0% | +0% | 62.9 |
| 197 |  $TMUS | T-Mobile US, Inc. | $329,747 | 0.0% | +33% | 72.7 |
| 198 |  $CME | CME GROUP INC. | $329,611 | 0.0% | +0% | 74.5 |
| 199 |  $STZ | CONSTELLATION BRANDS, INC. | $329,328 | 0.0% | +5% | 65 |
| 200 |  $PANW | Palo Alto Networks Inc | $326,251 | 0.0% | -8% | 66.5 |
| 201 |  $FICO | FAIR ISAAC CORP | $322,397 | 0.0% | +0% | 75.6 |
| 202 |  $PLTR | Palantir Technologies Inc. | $319,517 | 0.0% | -3% | 85.8 |
| 203 |  $VFC | V F CORP | $319,395 | 0.0% | +4% | 59.7 |
| 204 |  $PPL | PPL Corp | $317,929 | 0.0% | -6% | 70.3 |
| 205 |  $TM | TOYOTA MOTOR CORP/ | $315,318 | 0.0% | -0% | — |
| 206 |  $DDOG | Datadog, Inc. | $314,485 | 0.0% | +0% | 62.9 |
| 207 | $GS | GOLDMAN SACHS GROUP INC | $314,112 | 0.0% | -18% | — |
| 208 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $312,442 | 0.0% | -10% | 63.7 |
| 209 | — | PACER FDS TR | $302,978 | 0.0% | NEW | — |
| 210 |  $USB | US BANCORP DE | $297,110 | 0.0% | -2% | 71.4 |
| 211 |  $TXN | TEXAS INSTRUMENTS INC | $296,225 | 0.0% | -5% | 70.4 |
| 212 |  $UNH | UNITEDHEALTH GROUP INC | $294,131 | 0.0% | -16% | 66.8 |
| 213 |  $T | AT&T INC. | $291,523 | 0.0% | +0% | 71.9 |
| 214 | — | ISHARES TR | $283,142 | 0.0% | +0% | — |
| 215 |  $DOV | DOVER Corp | $271,107 | 0.0% | +0% | 63.1 |
| 216 |  $KO | COCA COLA CO | $270,800 | 0.0% | -4% | 74 |
| 217 |  $MPC | Marathon Petroleum Corp | $269,998 | 0.0% | NEW | 50.7 |
| 218 | — | ISHARES TR | $269,919 | 0.0% | +0% | — |
| 219 |  $ADP | AUTOMATIC DATA PROCESSING INC | $269,275 | 0.0% | NEW | 77.9 |
| 220 | — | VANGUARD INDEX FDS | $268,304 | 0.0% | +0% | — |
| 221 |  $PAYX | PAYCHEX INC | $266,503 | 0.0% | NEW | 75.1 |
| 222 |  $CPRT | COPART INC | $265,268 | 0.0% | -1% | 74.9 |
| 223 |  $QCOM | QUALCOMM INC/DE | $265,164 | 0.0% | -4% | 81.9 |
| 224 | $GS | GOLDMAN SACHS GROUP INC | $262,572 | 0.0% | +4% | — |
| 225 | — | ISHARES TR | $261,970 | 0.0% | +0% | — |
| 226 |  $KKR | KKR & Co. Inc. | $261,960 | 0.0% | +17% | 49.8 |
| 227 | — | ISHARES TR | $260,872 | 0.0% | +0% | — |
| 228 |  $AEM | AGNICO EAGLE MINES LTD | $260,220 | 0.0% | NEW | — |
| 229 |  $TRGP | Targa Resources Corp. | $257,229 | 0.0% | -6% | 70 |
| 230 |  $MCO | MOODYS CORP /DE/ | $254,334 | 0.0% | -26% | 81.3 |
| 231 |  $G | Genpact LTD | $251,810 | 0.0% | +4% | — |
| 232 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $250,195 | 0.0% | +10% | 68.8 |
| 233 | — | PROFESIONALLY MANAGED PORTFO | $249,558 | 0.0% | +0% | — |
| 234 | — | VANGUARD WORLD FD | $249,352 | 0.0% | +1% | — |
| 235 |  $FFIC | FLUSHING FINANCIAL CORP | $246,451 | 0.0% | +0% | 53 |
| 236 | — | ISHARES TR | $244,843 | 0.0% | +0% | — |
| 237 |  $PHR | Phreesia, Inc. | $244,738 | 0.0% | +1% | 53.2 |
| 238 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $244,323 | 0.0% | NEW | 65.9 |
| 239 |  $BKU | BankUnited, Inc. | $243,864 | 0.0% | +0% | 54 |
| 240 |  $VRSK | Verisk Analytics, Inc. | $243,829 | 0.0% | -1% | 77.3 |
| 241 |  $ICLR | ICON PLC | $243,452 | 0.0% | +0% | — |
| 242 |  $CMI | CUMMINS INC | $243,185 | 0.0% | -3% | 58.9 |
| 243 | — | ISHARES TR | $242,105 | 0.0% | -17% | — |
| 244 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $239,521 | 0.0% | -1% | 59.5 |
| 245 | — | ISHARES TR | $238,889 | 0.0% | +0% | — |
| 246 |  $CRWD | CrowdStrike Holdings, Inc. | $238,809 | 0.0% | -22% | 55 |
| 247 |  $SO | SOUTHERN CO | $238,404 | 0.0% | -8% | 65.1 |
| 248 | $GS | GOLDMAN SACHS GROUP INC | $236,682 | 0.0% | -8% | — |
| 249 | — | VANGUARD INDEX FDS | $234,700 | 0.0% | -3% | — |
| 250 | — | VANGUARD INTL EQUITY INDEX F | $234,012 | 0.0% | +0% | — |
| 251 | — | GOLDMAN SACHS ETF TR | $233,703 | 0.0% | +0% | — |
| 252 |  $VST | Vistra Corp. | $229,484 | 0.0% | NEW | 62.9 |
| 253 |  $KMB | KIMBERLY CLARK CORP | $228,922 | 0.0% | -14% | 61.7 |
| 254 | — | ISHARES TR | $228,140 | 0.0% | -15% | — |
| 255 |  $DY | DYCOM INDUSTRIES INC | $228,026 | 0.0% | -1% | 62.1 |
| 256 |  $HUBS | HUBSPOT INC | $227,745 | 0.0% | +8% | 58.1 |
| 257 |  $PRIM | Primoris Services Corp | $223,874 | 0.0% | NEW | 62.3 |
| 258 |  $NATL | NCR Atleos Corp | $217,900 | 0.0% | NEW | 46.3 |
| 259 |  $BWXT | BWX Technologies, Inc. | $212,465 | 0.0% | NEW | 68 |
| 260 | — | VANGUARD SCOTTSDALE FDS | $211,960 | 0.0% | +6% | — |
| 261 |  $AME | AMETEK INC/ | $211,149 | 0.0% | NEW | 74.2 |
| 262 |  $PH | Parker-Hannifin Corp | $208,591 | 0.0% | -4% | 73.8 |
| 263 |  $MO | ALTRIA GROUP, INC. | $208,206 | 0.0% | -30% | 72.1 |
| 264 |  $SHOP | SHOPIFY INC. | $208,059 | 0.0% | -1% | — |
| 265 |  $MSCI | MSCI Inc. | $208,058 | 0.0% | +6% | 77.6 |
| 266 |  $ZTS | Zoetis Inc. | $207,459 | 0.0% | +3% | 72.6 |
| 267 |  $TDY | TELEDYNE TECHNOLOGIES INC | $200,863 | 0.0% | NEW | 70.2 |
| 268 |  $F | FORD MOTOR CO | $197,927 | 0.0% | NEW | 58.5 |
| 269 |  $NCNO | nCino, Inc. | $157,515 | 0.0% | NEW | 53.7 |
| 270 |  $SMR | NUSCALE POWER Corp | $141,993 | 0.0% | -0% | 26.6 |
| 271 |  $CICB | CION Investment Corp | $116,280 | 0.0% | NEW | — |
| 272 |  $OWL | BLUE OWL CAPITAL INC. | $109,213 | 0.0% | NEW | 59.4 |
| 273 |  $STLA | Stellantis N.V. | $87,023 | 0.0% | NEW | — |
| 274 |  $EVLV | Evolv Technologies Holdings, Inc. | $64,935 | 0.0% | +1% | 34.7 |
| 275 |  $PPSI | PIONEER POWER SOLUTIONS, INC. | $52,081 | 0.0% | +0% | 16.6 |
| 276 |  $SANG | Sangoma Technologies Corp | $39,272 | 0.0% | +0% | — |
| 277 |  $WIT | WIPRO LTD | $29,911 | 0.0% | -33% | — |
| 278 |  $SEED | Origin Agritech LTD | $26,795 | 0.0% | +0% | — |
| 279 |  $NPWR | NET Power Inc. | $25,573 | 0.0% | +0% | — |
New Positions (17)
PACER FDS TR$302,978
$MPC Marathon Petroleum Corp$269,998$ADP AUTOMATIC DATA PROCESSING INC$269,275$PAYX PAYCHEX INC$266,503$AEM AGNICO EAGLE MINES LTD$260,220$MAR MARRIOTT INTERNATIONAL INC /MD/$244,323$VST Vistra Corp.$229,484$PRIM Primoris Services Corp$223,874$NATL NCR Atleos Corp$217,900$BWXT BWX Technologies, Inc.$212,465$AME AMETEK INC/$211,149$TDY TELEDYNE TECHNOLOGIES INC$200,863$F FORD MOTOR CO$197,927$NCNO nCino, Inc.$157,515$CICB CION Investment Corp$116,280Exited Positions (23)
MORGAN STANLEY ETF TRUST
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