0001720969-22-000003.txt : 20220725 0001720969-22-000003.hdr.sgml : 20220725 20220725133659 ACCESSION NUMBER: 0001720969-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220725 DATE AS OF CHANGE: 20220725 EFFECTIVENESS DATE: 20220725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Advisors, LLC CENTRAL INDEX KEY: 0001720969 IRS NUMBER: 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: 221102685 BUSINESS ADDRESS: STREET 1: 401 PLYMOUTH ROAD STREET 2: SUITE 150 CITY: PLYMOUTH MEETING STATE: PA ZIP: 19462 BUSINESS PHONE: 6109433016 MAIL ADDRESS: STREET 1: 401 PLYMOUTH ROAD STREET 2: SUITE 150 CITY: PLYMOUTH MEETING STATE: PA ZIP: 19462 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001720969 XXXXXXXX 06-30-2022 06-30-2022 false Legacy Advisors, LLC

401 Plymouth Road Suite 150 Plymouth Meeting PA 19462

13F COMBINATION REPORT 028-18155 0001350585 028-11563 Coho Partners, Ltd. 0000884541 028-03125 TRILLIUM ASSET MANAGEMENT, LLC 0001329883 028-11465 Sterling Capital Management LLC 0001207017 028-10469 LAZARD ASSET MANAGEMENT LLC 0001106129 028-03495 JENSEN INVESTMENT MANAGEMENT INC 0000932859 028-04558 PARAMETRIC PORTFOLIO ASSOCIATES LLC 0001442056 028-13334 CONFLUENCE INVESTMENT MANAGEMENT LLC 0000897378 028-03434 CONGRESS ASSET MANAGEMENT CO /MA N James McCallister 610-943-3016 /s/ James McCallister Plymouth Meeting PA 07-25-2022 0 221 475633 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 925 7145 SH SOLE 7145 0 0 ABBOTT LABS COM 002824100 543 4997 SH SOLE 4997 0 0 ABBVIE INC COM 00287Y109 775 5058 SH SOLE 5058 0 0 ABIOMED INC COM 003654100 201 814 SH SOLE 814 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1806 6505 SH SOLE 6505 0 0 AEROVIRONMENT INC COM 008073108 422 5134 SH SOLE 5134 0 0 AIR PRODS & CHEMS INC COM 009158106 242 1007 SH SOLE 1007 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1209 10633 SH SOLE 10633 0 0 ALPHABET INC CAP STK CL A 02079K305 4311 1978 SH SOLE 1978 0 0 ALPHABET INC CAP STK CL C 02079K107 1905 871 SH SOLE 871 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 273 7936 SH SOLE 7936 0 0 AMAZON COM INC COM 023135106 3157 29727 SH SOLE 29727 0 0 AMERICAN EXPRESS CO COM 025816109 581 4188 SH SOLE 4188 0 0 AMERICAN TOWER CORP NEW COM 03027X100 378 1470 SH SOLE 1470 0 0 AMGEN INC COM 031162100 3324 13662 SH SOLE 13662 0 0 AMPHENOL CORP NEW CL A 032095101 340 5264 SH SOLE 5264 0 0 ANALOG DEVICES INC COM 032654105 266 1819 SH SOLE 1819 0 0 ANSYS INC COM 03662Q105 385 1611 SH SOLE 1611 0 0 ANTERO MIDSTREAM CORP COM 03676B102 127 14000 SH SOLE 14000 0 0 APPLE INC COM 037833100 10318 75466 SH SOLE 75466 0 0 ARBOR REALTY TRUST INC COM 038923108 345 26336 SH SOLE 26336 0 0 AT&T INC COM 00206R102 286 13668 SH SOLE 13668 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 2769 13120 SH SOLE 13120 0 0 AXIS CAP HLDGS LTD SHS G0692U109 575 10000 SH SOLE 10000 0 0 AZENTA INC COM 114340102 210 2918 SH SOLE 2918 0 0 BALL CORP COM 058498106 422 6142 SH SOLE 6142 0 0 BECTON DICKINSON & CO COM 075887109 1393 5651 SH SOLE 5651 0 0 BENTLEY SYS INC COM CL B 08265T208 7323 219903 SH SOLE 219903 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2959 10837 SH SOLE 10837 0 0 BIO-TECHNE CORP COM 09073M104 354 1020 SH SOLE 1020 0 0 BK OF AMERICA CORP COM 060505104 1270 40802 SH SOLE 40802 0 0 BLACKBAUD INC COM 09227Q100 260 4470 SH SOLE 4470 0 0 BLACKROCK INC COM 09247X101 302 496 SH SOLE 496 0 0 BOEING CO COM 097023105 483 3535 SH SOLE 3535 0 0 BRIGHT HEALTH GROUP INC COM 10920V107 36 20000 SH SOLE 20000 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 684 8888 SH SOLE 8888 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 647 4521 SH SOLE 4521 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 547 1168 SH SOLE 1168 0 0 CHEVRON CORP NEW COM 166764100 2487 17180 SH SOLE 17180 0 0 CHUBB LIMITED COM H1467J104 252 1272 SH SOLE 1272 0 0 CISCO SYS INC COM 17275R102 524 12293 SH SOLE 12293 0 0 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 43 20258 SH SOLE 20258 0 0 COCA COLA CO COM 191216100 3009 47503 SH SOLE 47503 0 0 COGNEX CORP COM 192422103 261 6136 SH SOLE 6136 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 638 9452 SH SOLE 9452 0 0 COGNYTE SOFTWARE LTD ORD SHS M25133105 43 10073 SH SOLE 10073 0 0 COLGATE PALMOLIVE CO COM 194162103 343 4276 SH SOLE 4276 0 0 COMCAST CORP NEW CL A 20030N101 967 24634 SH SOLE 24634 0 0 CONAGRA BRANDS INC COM 205887102 1959 57213 SH SOLE 57213 0 0 CONOCOPHILLIPS COM 20825C104 324 3585 SH SOLE 3585 0 0 COPART INC COM 217204106 211 1946 SH SOLE 1946 0 0 CORTEVA INC COM 22052L104 391 7224 SH SOLE 7224 0 0 COSTAR GROUP INC COM 22160N109 250 4144 SH SOLE 4144 0 0 COSTCO WHSL CORP NEW COM 22160K105 499 1041 SH SOLE 1041 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 359 2130 SH SOLE 2130 0 0 CVS HEALTH CORP COM 126650100 3772 40709 SH SOLE 40709 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 403 3153 SH SOLE 3153 0 0 DATADOG INC CL A COM 23804L103 248 2602 SH SOLE 2602 0 0 DIGITAL RLTY TR INC COM 253868103 573 4414 SH SOLE 4414 0 0 DISNEY WALT CO COM 254687106 3027 32070 SH SOLE 32070 0 0 DOCUSIGN INC COM 256163106 277 4821 SH SOLE 4821 0 0 DOLLAR GEN CORP NEW COM 256677105 3802 15491 SH SOLE 15491 0 0 DROPBOX INC CL A 26210C104 438 20850 SH SOLE 20850 0 0 ELEVANCE HEALTH INC COM 036752103 357 740 SH SOLE 740 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 798 79985 SH SOLE 79985 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 1373 56332 SH SOLE 56332 0 0 ENTHUSIAST GAMING HLDGS INC COM 29385B109 38 18996 SH SOLE 18996 0 0 EQUIFAX INC COM 294429105 1976 10809 SH SOLE 10809 0 0 EQUINIX INC COM 29444U700 593 902 SH SOLE 902 0 0 ESSENTIAL UTILS INC COM 29670G102 2988 65165 SH SOLE 65165 0 0 EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 229 85938 SH SOLE 85938 0 0 EXXON MOBIL CORP COM 30231G102 455 5316 SH SOLE 5316 0 0 FACTSET RESH SYS INC COM 303075105 394 1024 SH SOLE 1024 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 268 2924 SH SOLE 2924 0 0 FULTON FINL CORP PA COM 360271100 4104 281104 SH SOLE 281104 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 275 6000 SH SOLE 6000 0 0 GENERAL ELECTRIC CO COM NEW 369604301 353 5547 SH SOLE 5547 0 0 GENTEX CORP COM 371901109 270 9646 SH SOLE 9646 0 0 GILDAN ACTIVEWEAR INC COM 375916103 500 17361 SH SOLE 17361 0 0 GLOBAL PMTS INC COM 37940X102 1996 18044 SH SOLE 18044 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 195 10438 SH SOLE 10438 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 554 19393 SH SOLE 19393 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1300 17279 SH SOLE 17279 0 0 GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 479 10408 SH SOLE 10408 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 325 3259 SH SOLE 3259 0 0 GOLDMAN SACHS ETF TR ACCESS US AGRAT 38149W101 516 11931 SH SOLE 11931 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 435 1464 SH SOLE 1464 0 0 GRAINGER W W INC COM 384802104 2954 6500 SH SOLE 6500 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 157 50000 SH SOLE 50000 0 0 HENRY JACK & ASSOC INC COM 426281101 365 2025 SH SOLE 2025 0 0 HIMS & HERS HEALTH INC COM CL A 433000106 145 32026 SH SOLE 32026 0 0 HOME DEPOT INC COM 437076102 1610 5871 SH SOLE 5871 0 0 HONEYWELL INTL INC COM 438516106 332 1911 SH SOLE 1911 0 0 HUBSPOT INC COM 443573100 415 1382 SH SOLE 1382 0 0 HYDROFARM HLDGS GROUP INC COM 44888K209 74 21188 SH SOLE 21188 0 0 ICON PLC SHS G4705A100 574 2648 SH SOLE 2648 0 0 IDEXX LABS INC COM 45168D104 415 1182 SH SOLE 1182 0 0 ILLUMINA INC COM 452327109 214 1160 SH SOLE 1160 0 0 INDEPENDENT BANK GROUP INC COM 45384B106 545 8025 SH SOLE 8025 0 0 INSTRUCTURE HLDGS INC COM 457790103 252 11110 SH SOLE 11110 0 0 INTUIT COM 461202103 815 2114 SH SOLE 2114 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 630 15000 SH SOLE 15000 0 0 ISHARES INC MSCI EURZONE ETF 464286608 363 9996 SH SOLE 9996 0 0 ISHARES TR CORE S&P SCP ETF 464287804 626 6773 SH SOLE 6773 0 0 ISHARES TR CORE S&P500 ETF 464287200 1231 3248 SH SOLE 3248 0 0 ISHARES TR U.S. BAS MTL ETF 464287838 242 2052 SH SOLE 2052 0 0 ISHARES TR CORE S&P MCP ETF 464287507 590 2610 SH SOLE 2610 0 0 ISHARES TR RUS 1000 ETF 464287622 2580 12416 SH SOLE 12416 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2473 11310 SH SOLE 11310 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 468 3227 SH SOLE 3227 0 0 ISHARES TR RUS MID CAP ETF 464287499 604 9337 SH SOLE 9337 0 0 ISHARES TR S&P 100 ETF 464287101 64326 372968 SH SOLE 372968 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 939 15552 SH SOLE 15552 0 0 ISHARES TR S&P 500 VAL ETF 464287408 857 6232 SH SOLE 6232 0 0 JD.COM INC SPON ADR CL A 47215P106 301 4682 SH SOLE 4682 0 0 JOHNSON & JOHNSON COM 478160104 8317 46851 SH SOLE 46851 0 0 JPMORGAN CHASE & CO COM 46625H100 675 5996 SH SOLE 5996 0 0 KKR & CO INC COM 48251W104 216 4659 SH SOLE 4659 0 0 KORNIT DIGITAL LTD SHS M6372Q113 240 7565 SH SOLE 7565 0 0 KROGER CO COM 501044101 1439 30409 SH SOLE 30409 0 0 LAKELAND BANCORP INC COM 511637100 908 62121 SH SOLE 62121 0 0 LILLY ELI & CO COM 532457108 624 1925 SH SOLE 1925 0 0 LINDE PLC SHS G5494J103 217 754 SH SOLE 754 0 0 LOWES COS INC COM 548661107 2944 16853 SH SOLE 16853 0 0 MANHATTAN ASSOCIATES INC COM 562750109 439 3828 SH SOLE 3828 0 0 MARSH & MCLENNAN COS INC COM 571748102 3343 21531 SH SOLE 21531 0 0 MASTEC INC COM 576323109 131037 1828598 SH SOLE 1828598 0 0 MASTERCARD INCORPORATED CL A 57636Q104 996 3157 SH SOLE 3157 0 0 MCDONALDS CORP COM 580135101 235 951 SH SOLE 951 0 0 MEDPACE HLDGS INC COM 58506Q109 354 2362 SH SOLE 2362 0 0 MEDTRONIC PLC SHS G5960L103 2207 24410 SH SOLE 24410 0 0 MERCADOLIBRE INC COM 58733R102 1274 2000 SH SOLE 2000 0 0 MERCK & CO INC COM 58933Y105 1090 11862 SH SOLE 11862 0 0 META PLATFORMS INC CL A 30303M102 2535 15718 SH SOLE 15718 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 2199 37859 SH SOLE 37859 0 0 MICROSOFT CORP COM 594918104 7061 27493 SH SOLE 27493 0 0 MONDELEZ INTL INC CL A 609207105 1944 31139 SH SOLE 31139 0 0 MOODYS CORP COM 615369105 508 1869 SH SOLE 1869 0 0 MORNINGSTAR INC COM 617700109 334 1380 SH SOLE 1380 0 0 NETFLIX INC COM 64110L106 236 1350 SH SOLE 1350 0 0 NEW JERSEY RES CORP COM 646025106 866 19299 SH SOLE 19299 0 0 NICE LTD SPONSORED ADR 653656108 510 2649 SH SOLE 2649 0 0 NIKE INC CL B 654106103 1056 10302 SH SOLE 10302 0 0 NVIDIA CORPORATION COM 67066G104 220 1453 SH SOLE 1453 0 0 ORASURE TECHNOLOGIES INC COM 68554V108 56 20650 SH SOLE 20650 0 0 PEPSICO INC COM 713448108 2406 14437 SH SOLE 14437 0 0 PERRIGO CO PLC SHS G97822103 1699 41888 SH SOLE 41888 0 0 PFIZER INC COM 717081103 2097 39999 SH SOLE 39999 0 0 PHILIP MORRIS INTL INC COM 718172109 2213 22140 SH SOLE 22140 0 0 PHREESIA INC COM 71944F106 475 19000 SH SOLE 19000 0 0 PNC FINL SVCS GROUP INC COM 693475105 671 4254 SH SOLE 4254 0 0 PPL CORP COM 69351T106 220 8038 SH SOLE 8038 0 0 PROCTER AND GAMBLE CO COM 742718109 1442 10027 SH SOLE 10027 0 0 PROGRESSIVE CORP COM 743315103 311 2671 SH SOLE 2671 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 309 4885 SH SOLE 4885 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 826 111272 SH SOLE 111272 0 0 QUALCOMM INC COM 747525103 211 1654 SH SOLE 1654 0 0 QUALYS INC COM 74758T303 338 2680 SH SOLE 2680 0 0 RAPID7 INC COM 753422104 377 5642 SH SOLE 5642 0 0 RBC BEARINGS INC COM 75524B104 332 1797 SH SOLE 1797 0 0 REEDS INC COM 758338107 47 300000 SH SOLE 300000 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 492 4194 SH SOLE 4194 0 0 RESMED INC COM 761152107 342 1630 SH SOLE 1630 0 0 ROBLOX CORP CL A 771049103 3890 118370 SH SOLE 118370 0 0 ROSS STORES INC COM 778296103 2017 28715 SH SOLE 28715 0 0 S & T BANCORP INC COM 783859101 398 14502 SH SOLE 14502 0 0 SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 334 5334 SH SOLE 5334 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 575 8026 SH SOLE 8026 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1580 12318 SH SOLE 12318 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 433 6050 SH SOLE 6050 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2055 28466 SH SOLE 28466 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2589 20368 SH SOLE 20368 0 0 SERVICENOW INC COM 81762P102 1530 3217 SH SOLE 3217 0 0 SMUCKER J M CO COM NEW 832696405 1547 12082 SH SOLE 12082 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 754 2445 SH SOLE 2445 0 0 SPDR GOLD TR GOLD SHS 78463V107 1953 11594 SH SOLE 11594 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 12171 32262 SH SOLE 32262 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6569 15887 SH SOLE 15887 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1085 9139 SH SOLE 9139 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 243 2595 SH SOLE 2595 0 0 STANLEY BLACK & DECKER INC COM 854502101 1289 12296 SH SOLE 12296 0 0 STARBUCKS CORP COM 855244109 1421 18608 SH SOLE 18608 0 0 STATE STR CORP COM 857477103 1884 30282 SH SOLE 30282 0 0 STONEMOR INC COM 86184W106 420 122819 SH SOLE 122819 0 0 STRYKER CORPORATION COM 863667101 1270 6383 SH SOLE 6383 0 0 SYSCO CORP COM 871829107 3622 42758 SH SOLE 42758 0 0 TESLA INC COM 88160R101 632 938 SH SOLE 938 0 0 TEXAS INSTRS INC COM 882508104 748 4867 SH SOLE 4867 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 2392 4400 SH SOLE 4400 0 0 TJX COS INC NEW COM 872540109 700 12539 SH SOLE 12539 0 0 UBER TECHNOLOGIES INC COM 90353T100 2592 126688 SH SOLE 126688 0 0 UNION PAC CORP COM 907818108 352 1652 SH SOLE 1652 0 0 UNITED PARCEL SERVICE INC CL B 911312106 3975 21774 SH SOLE 21774 0 0 UNITED STS OIL FD LP UNITS 91232N207 250 3107 SH SOLE 3107 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4935 9609 SH SOLE 9609 0 0 US BANCORP DEL COM NEW 902973304 2520 54225 SH SOLE 54225 0 0 V F CORP COM 918204108 805 18225 SH SOLE 18225 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 350 4650 SH SOLE 4650 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 783 4149 SH SOLE 4149 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 208 1575 SH SOLE 1575 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7389 21215 SH SOLE 21215 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 419 2125 SH SOLE 2125 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1286 7460 SH SOLE 7460 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 280 6733 SH SOLE 6733 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 300 5677 SH SOLE 5677 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 15885 231596 SH SOLE 231596 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 876 8617 SH SOLE 8617 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 243 744 SH SOLE 744 0 0 VEEVA SYS INC CL A COM 922475108 288 1454 SH SOLE 1454 0 0 VERINT SYS INC COM 92343X100 233 5507 SH SOLE 5507 0 0 VERISK ANALYTICS INC COM 92345Y106 391 2257 SH SOLE 2257 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 537 10580 SH SOLE 10580 0 0 VERTEX INC CL A 92538J106 680 60000 SH SOLE 60000 0 0 VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 135 13675 SH SOLE 13675 0 0 VISA INC COM CL A 92826C839 385 1956 SH SOLE 1956 0 0 VROOM INC COM 92918V109 13 10000 SH SOLE 10000 0 0 WALMART INC COM 931142103 308 2537 SH SOLE 2537 0 0 WASTE MGMT INC DEL COM 94106L109 751 4909 SH SOLE 4909 0 0 WILLIAMS COS INC COM 969457100 954 30572 SH SOLE 30572 0 0 WISDOMTREE TR CYBERSECURITY FD 97717Y659 178 10000 SH SOLE 10000 0 0 ZSCALER INC COM 98980G102 1022 5236 SH SOLE 5236 0 0