0001667731-25-000489.txt : 20250423 0001667731-25-000489.hdr.sgml : 20250423 20250422173845 ACCESSION NUMBER: 0001667731-25-000489 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250423 DATE AS OF CHANGE: 20250422 EFFECTIVENESS DATE: 20250423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Advisors, LLC CENTRAL INDEX KEY: 0001720969 ORGANIZATION NAME: EIN: 061659806 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18155 FILM NUMBER: 25858684 BUSINESS ADDRESS: STREET 1: 401 PLYMOUTH ROAD STREET 2: SUITE 150 CITY: PLYMOUTH MEETING STATE: PA ZIP: 19462 BUSINESS PHONE: 610.943.3014 MAIL ADDRESS: STREET 1: 401 PLYMOUTH ROAD STREET 2: SUITE 150 CITY: PLYMOUTH MEETING STATE: PA ZIP: 19462 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001720969 XXXXXXXX 03-31-2025 03-31-2025 false Legacy Advisors, LLC

401 Plymouth Road Suite 150 Plymouth Meeting PA 19462

13F COMBINATION REPORT 028-18155 000139830 801-66582 0001350585 028-11563 000111335 801-60111 Coho Partners, Ltd. 0000884541 028-03125 000110901 801-17958 TRILLIUM ASSET MANAGEMENT, LLC 0001329883 028-11465 000135405 801-64257 Sterling Capital Management LLC 0001207017 028-10469 000122836 801-61701 LAZARD ASSET MANAGEMENT LLC 0001106129 028-03495 000105281 801-32726 JENSEN INVESTMENT MANAGEMENT INC 0000932859 028-04558 000114310 801-60485 PARAMETRIC PORTFOLIO ASSOCIATES LLC 0001442056 028-13334 000146019 801-68723 CONFLUENCE INVESTMENT MANAGEMENT LLC 0000897378 028-03434 000105161 801-23386 CONGRESS ASSET MANAGEMENT CO N Matthew Sgro 610-943-3016 /s/Matthew Sgro Plymouth Meeting PA 04-22-2025 0 433 971609782 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 344827 2348 SH SOLE 2348 0 0 ABBOTT LABS COM 002824100 5347454 40313 SH SOLE 40313 0 0 ABBVIE INC COM 00287Y109 4605878 21983 SH SOLE 21983 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5020619 16090 SH SOLE 16090 0 0 ADOBE 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COM 595017104 754470 15585 SH SOLE 15585 0 0 MICRON TECHNOLOGY INC COM 595112103 522028 6000 SH SOLE 6000 0 0 MICROSOFT CORP COM 594918104 23917483 63714 SH SOLE 63714 0 0 MONDELEZ INTL INC CL A 609207105 1126849 16494 SH SOLE 16494 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 216817 3705 SH SOLE 3705 0 0 MOODYS CORP COM 615369105 2379676 5110 SH SOLE 5110 0 0 MORGAN STANLEY COM NEW 617446448 829874 7113 SH SOLE 7113 0 0 MORNINGSTAR INC COM 617700109 871122 2905 SH SOLE 2905 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 297766 678 SH SOLE 678 0 0 MPLX LP COM UNIT REP LTD 55336V100 255558 4775 SH SOLE 4775 0 0 MSCI INC COM 55354G100 1495182 2644 SH SOLE 2644 0 0 NANO NUCLEAR ENERGY INC COM 63010H108 6420 53508 SH SOLE 53508 0 0 NASDAQ INC COM 631103108 300937 3967 SH SOLE 3967 0 0 NCINO INC COM 63947X101 12610 21819 SH SOLE 21819 0 0 NEOGEN CORP COM 640491106 566472 65337 SH SOLE 65337 0 0 NET POWER INC COM CL A 64107A105 96226 16393 SH SOLE 16393 0 0 NETFLIX INC COM 64110L106 3132970 3360 SH SOLE 3360 0 0 NEW JERSEY RES CORP COM 646025106 885437 17884 SH SOLE 17884 0 0 NEXTERA ENERGY INC COM 65339F101 1355062 19115 SH SOLE 19115 0 0 NICE LTD SPONSORED ADR 653656108 1076415 6982 SH SOLE 6982 0 0 NIKE INC CL B 654106103 1255659 19631 SH SOLE 19631 0 0 NINE ENERGY SERVICE INC COM 65441V101 96 33199 SH SOLE 33199 0 0 NORFOLK SOUTHN CORP COM 655844108 1297938 5480 SH SOLE 5480 0 0 NORTHROP GRUMMAN CORP COM 666807102 205316 401 SH SOLE 401 0 0 NUCOR CORP COM 670346105 247058 2053 SH SOLE 2053 0 0 NUSCALE PWR CORP CL A COM 67079K100 37183 13140 SH SOLE 13140 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 161 15364 SH SOLE 15364 0 0 NVIDIA CORPORATION COM 67066G104 13517586 124712 SH SOLE 124712 0 0 NVR INC COM 62944T105 1557544 215 SH SOLE 215 0 0 ONEOK INC NEW COM 682680103 622763 6277 SH SOLE 6277 0 0 OPTION CARE HEALTH INC COM NEW 68404L201 637220 390 SH SOLE 390 0 0 ORACLE CORP COM 68389X105 1694917 12123 SH SOLE 12123 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 573032 400 SH SOLE 400 0 0 ORIGIN AGRITECH LIMITED SHS NEW G67828205 81028 41542 SH SOLE 41542 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 656716 7781 SH SOLE 7781 0 0 PALO ALTO NETWORKS INC COM 697435105 689556 4041 SH SOLE 4041 0 0 PARKER-HANNIFIN CORP COM 701094104 448593 738 SH SOLE 738 0 0 PAYCHEX INC COM 704326107 295446 1915 SH SOLE 1915 0 0 PAYCOM SOFTWARE INC COM 70432V102 653911 2993 SH SOLE 2993 0 0 PAYCOR HCM INC COM 70435P102 440995 955 SH SOLE 955 0 0 PAYPAL HLDGS INC COM 70450Y103 292712 4486 SH SOLE 4486 0 0 PEPSICO INC COM 713448108 3407857 22728 SH SOLE 22728 0 0 PFIZER INC COM 717081103 1626899 64203 SH SOLE 64203 0 0 PHILIP MORRIS INTL INC COM 718172109 3786287 23648 SH SOLE 23648 0 0 PHREESIA INC COM 71944F106 741496 29010 SH SOLE 29010 0 0 PIONEER PWR SOLUTIONS INC COM NEW 723836300 50804 16025 SH SOLE 16025 0 0 PNC FINL SVCS GROUP INC COM 693475105 1756997 9996 SH SOLE 9996 0 0 PPL CORP COM 69351T106 366374 10070 SH SOLE 10070 0 0 PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 1138305 17 SH SOLE 17 0 0 PROCTER AND GAMBLE CO COM 742718109 4097351 24043 SH SOLE 24043 0 0 PROGRESSIVE CORP COM 743315103 1824916 6448 SH SOLE 6448 0 0 PROLOGIS INC. COM 74340W103 398196 3562 SH SOLE 3562 0 0 PROVIDENT FINL SVCS INC COM 74386T105 887140 51668 SH SOLE 51668 0 0 PRUDENTIAL FINL INC COM 744320102 257311 2304 SH SOLE 2304 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 495364 6019 SH SOLE 6019 0 0 QIFU TECHNOLOGY INC AMERICAN DEP 88557W101 281802 143 SH SOLE 143 0 0 QUALCOMM INC COM 747525103 914133 5951 SH SOLE 5951 0 0 QUALYS INC COM 74758T303 755958 6003 SH SOLE 6003 0 0 QUEST DIAGNOSTICS INC COM 74834L100 510138 3015 SH SOLE 3015 0 0 RBC BEARINGS INC COM 75524B104 1414179 4395 SH SOLE 4395 0 0 REALTY INCOME CORP COM 756109104 276882 4773 SH SOLE 4773 0 0 REGENERON PHARMACEUTICALS COM 75886F107 275621 435 SH SOLE 435 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 669066 3398 SH SOLE 3398 0 0 REPLIGEN CORP COM 759916109 777055 6107 SH SOLE 6107 0 0 REPUBLIC SVCS INC COM 760759100 210679 870 SH SOLE 870 0 0 RESMED INC COM 761152107 1046723 4676 SH SOLE 4676 0 0 ROBLOX CORP CL A 771049103 5070181 86982 SH SOLE 86982 0 0 ROCKWELL AUTOMATION INC COM 773903109 304372 1178 SH SOLE 1178 0 0 ROPER TECHNOLOGIES INC COM 776696106 263542 447 SH SOLE 447 0 0 ROSS STORES INC COM 778296103 1104106 8640 SH SOLE 8640 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 211759 1027 SH SOLE 1027 0 0 RTX CORPORATION COM 75513E101 1162999 8780 SH SOLE 8780 0 0 RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 270225 562 SH SOLE 562 0 0 S & T BANCORP INC COM 783859101 537299 14502 SH SOLE 14502 0 0 S&P GLOBAL INC COM 78409V104 555353 1093 SH SOLE 1093 0 0 SALESFORCE INC COM 79466L302 1638606 6106 SH SOLE 6106 0 0 SANGOMA TECHNOLOGIES CORP COM NEW 80100R408 45097 10000 SH SOLE 10000 0 0 SCHWAB CHARLES CORP COM 808513105 707495 9038 SH SOLE 9038 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3576839 127927 SH SOLE 127927 0 0 SEI INVTS CO COM 784117103 464196 5980 SH SOLE 5980 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2328637 28513 SH SOLE 28513 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1503209 10295 SH SOLE 10295 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 433554 4639 SH SOLE 4639 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 10859709 52594 SH SOLE 52594 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 582279 11690 SH SOLE 11690 0 0 SERVICE CORP INTL COM 817565104 668387 8334 SH SOLE 8334 0 0 SERVICENOW INC COM 81762P102 2557998 3213 SH SOLE 3213 0 0 SHELL PLC SPON ADS 780259305 690497 9423 SH SOLE 9423 0 0 SHERWIN WILLIAMS CO COM 824348106 1761989 5046 SH SOLE 5046 0 0 SOUTHERN CO COM 842587107 389868 4240 SH SOLE 4240 0 0 SPDR GOLD TR GOLD SHS 78463V107 3427137 11894 SH SOLE 11894 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 22546780 40306 SH SOLE 40306 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 9112694 17082 SH SOLE 17082 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 333050 8171 SH SOLE 8171 0 0 SPDR SER TR S&P DIVID ETF 78464A763 3423342 25231 SH SOLE 25231 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 143 11241 SH SOLE 11241 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 1435578 2610 SH SOLE 2610 0 0 SPS COMM INC COM 78463M107 469731 3539 SH SOLE 3539 0 0 STAAR SURGICAL CO COM PAR $0.01 852312305 487910 27675 SH SOLE 27675 0 0 STARBUCKS CORP COM 855244109 1407579 14350 SH SOLE 14350 0 0 STATE STR CORP COM 857477103 515335 5756 SH SOLE 5756 0 0 STRYKER CORPORATION COM 863667101 4310595 11580 SH SOLE 11580 0 0 SUPER MICRO COMPUTER INC COM NEW 86800U302 306826 1538 SH SOLE 1538 0 0 SYNOPSYS INC COM 871607107 821248 1915 SH SOLE 1915 0 0 SYSCO CORP COM 871829107 1172670 15627 SH SOLE 15627 0 0 T-MOBILE US INC COM 872590104 667575 2503 SH SOLE 2503 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1456154 8737 SH SOLE 8737 0 0 TARGA RES CORP COM 87612G101 689450 3439 SH SOLE 3439 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 205057 412 SH SOLE 412 0 0 TESLA INC COM 88160R101 5362539 20692 SH SOLE 20692 0 0 TESLA INC COM 88160R101 207328 800 SH Call SOLE 0 0 0 TEXAS INSTRS INC COM 882508104 2353725 13098 SH SOLE 13098 0 0 THE CIGNA GROUP COM 125523100 1756632 5339 SH SOLE 5339 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1495122 3002 SH SOLE 3002 0 0 TJX COS INC NEW COM 872540109 864536 7098 SH SOLE 7098 0 0 TOAST INC CL A 888787108 872968 26318 SH SOLE 26318 0 0 TOYOTA MOTOR CORP ADS 892331307 217838 1234 SH SOLE 1234 0 0 TRADEWEB MKTS INC CL A 892672106 794855 5354 SH SOLE 5354 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 220009 653 SH SOLE 653 0 0 TRANSDIGM GROUP INC COM 893641100 244842 177 SH SOLE 177 0 0 TREX CO INC COM 89531P105 384332 6615 SH SOLE 6615 0 0 TRUIST FINL CORP COM 89832Q109 207190 5035 SH SOLE 5035 0 0 TRUST FOR PROFESSIONAL MANAG JENSEN QUALITY 89834G562 42548257 1670000 SH SOLE 1670000 0 0 UBER TECHNOLOGIES INC COM 90353T100 8687681 119238 SH SOLE 119238 0 0 ULTA BEAUTY INC COM 90384S303 586097 1599 SH SOLE 1599 0 0 UNION PAC CORP COM 907818108 812193 3438 SH SOLE 3438 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1241388 11286 SH SOLE 11286 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5969048 11397 SH SOLE 11397 0 0 US BANCORP DEL COM NEW 902973304 1203636 28175 SH SOLE 28175 0 0 V F CORP COM 918204108 289867 18677 SH SOLE 18677 0 0 VALERO ENERGY CORP COM 91913Y100 231387 1752 SH SOLE 1752 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 999140 13603 SH SOLE 13603 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3565224 12972 SH SOLE 12972 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2424564 9433 SH SOLE 9433 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 990831 2672 SH SOLE 2672 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3507404 13562 SH SOLE 13562 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 431159 2496 SH SOLE 2496 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12212557 23764 SH SOLE 23764 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2144101 9669 SH SOLE 9669 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 398582 5677 SH SOLE 5677 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 227262 1960 SH SOLE 1960 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 839670 16922 SH SOLE 16922 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 203104 3526 SH SOLE 3526 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 458067 2361 SH SOLE 2361 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 4596394 74016 SH SOLE 74016 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 275646 5423 SH SOLE 5423 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3844040 29808 SH SOLE 29808 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 239537 2005 SH SOLE 2005 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 279536 905 SH SOLE 905 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 830109 1530 SH SOLE 1530 0 0 VARONIS SYS INC COM 922280102 125469 21090 SH SOLE 21090 0 0 VEEVA SYS INC CL A COM 922475108 880657 3802 SH SOLE 3802 0 0 VERISK ANALYTICS INC COM 92345Y106 2784584 9356 SH SOLE 9356 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2082614 45913 SH SOLE 45913 0 0 VERTEX INC CL A 92538J106 46345503 1323779 SH SOLE 1323779 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 461064 951 SH SOLE 951 0 0 VISA INC COM CL A 92826C839 4604144 13137 SH SOLE 13137 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 165494 17662 SH SOLE 17662 0 0 WALMART INC COM 931142103 1763616 20035 SH SOLE 20035 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 196731 18335 SH SOLE 18335 0 0 WASTE MGMT INC DEL COM 94106L109 2813810 12154 SH SOLE 12154 0 0 WEAVE COMMUNICATIONS INC COM 94724R108 799470 872 SH SOLE 872 0 0 WELLS FARGO CO NEW COM 949746101 1050790 14637 SH SOLE 14637 0 0 WELLTOWER INC COM 95040Q104 282519 1844 SH SOLE 1844 0 0 WEX INC COM 96208T104 642212 4090 SH SOLE 4090 0 0 WILLIAMS COS INC COM 969457100 2510576 42011 SH SOLE 42011 0 0 WIPRO LTD SPON ADR 1 SH 97651M109 309 13030 SH SOLE 13030 0 0 WORKDAY INC CL A 98138H101 460054 1970 SH SOLE 1970 0 0 XOMETRY INC CLASS A COM 98423F109 2012011 669 SH SOLE 669 0 0 YUM BRANDS INC COM 988498101 215741 1371 SH SOLE 1371 0 0 ZOETIS INC CL A 98978V103 3946076 23966 SH SOLE 23966 0 0 ZSCALER INC COM 98980G102 524226 2642 SH SOLE 2642 0 0