Legacy Edge Advisors, LLC
Legacy Edge Advisors, LLC reported 239 holdings worth US$1.09B as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 11, 2026
Legacy Edge Advisors, LLC reported 239 holdings worth US$1.09B as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Alphabet Inc (google) Class C. Filed Aug 11, 2026 (Form 13F/A).
- Holdings
- 239
- Value as reported
- US$1.09B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 34,028 | US$12.7M | 1.2% |
| Apple Inc | 43,351 | US$12.5M | 1.2% |
| Alphabet Inc (google) Class C | 27,496 | US$9.83M | 0.90% |
| Nvidia Corporation | 33,910 | US$6.78M | 0.62% |
| Amazon.com, Inc. | 18,840 | US$4.49M | 0.41% |
| Broadcom Inc. | 8,533 | US$3.22M | 0.30% |
| Jp Morgan Chase & Co. | 8,830 | US$2.89M | 0.27% |
| Berkshire Hathaway Inc. | 5,598 | US$2.8M | 0.26% |
| Lam Research Corporation | 5,593 | US$2.42M | 0.22% |
| Costco Wholesale Corporation | 2,414 | US$2.26M | 0.21% |
| American Express Company | 5,791 | US$1.96M | 0.18% |
| Visa Inc. | 4,913 | US$1.69M | 0.15% |
| Johnson & Johnson | 5,944 | US$1.51M | 0.14% |
| Mastercard Incorporated | 2,705 | US$1.39M | 0.13% |
| Abbvie Inc. | 5,386 | US$1.36M | 0.12% |
| Meta Platforms, Inc. | 2,404 | US$1.35M | 0.12% |
| Morgan Stanley | 5,664 | US$1.18M | 0.11% |
| Eli Lilly And Company | 921 | US$1.1M | 0.10% |
| Home Depot, Inc. (the) | 3,066 | US$1.08M | 0.10% |
| Caterpillar, Inc. | 873 | US$930K | 0.09% |
| Netflix, Inc. | 12,214 | US$872K | 0.08% |
| Qualcomm Incorporated | 4,620 | US$854K | 0.08% |
| Intel Corporation | 5,946 | US$830K | 0.08% |
| Texas Instruments Incorporated | 2,767 | US$825K | 0.08% |
| Thermo Fisher Scientific Inc | 1,477 | US$741K | 0.07% |
| Cisco Systems, Inc. | 6,252 | US$734K | 0.07% |
| Coca-cola Company (the) | 8,769 | US$713K | 0.07% |
| Parker-hannifin Corporation | 598 | US$585K | 0.05% |
| Rio Tinto Plc | 5,813 | US$552K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 526 | US$532K | 0.05% |
| Merck & Company, Inc. | 4,100 | US$527K | 0.05% |
| Amgen Inc. | 1,434 | US$519K | 0.05% |
| Procter & Gamble Company (the) | 3,467 | US$508K | 0.05% |
| Applied Materials, Inc. | 687 | US$497K | 0.05% |
| Walmart Inc. | 4,332 | US$491K | 0.05% |
| Pepsico, Inc. | 3,517 | US$476K | 0.04% |
| Tesla, Inc. | 1,103 | US$464K | 0.04% |
| Analog Devices, Inc. | 1,147 | US$456K | 0.04% |
| Ge Aerospace | 1,191 | US$445K | 0.04% |
| 3m Company | 2,696 | US$437K | 0.04% |
| Entergy Corporation | 3,710 | US$426K | 0.04% |
| Unitedhealth Group Incorporated | 1,018 | US$423K | 0.04% |
| Southern Copper Corporation | 2,342 | US$408K | 0.04% |
| Blackstone Inc. | 3,348 | US$394K | 0.04% |
| Csx Corporation | 8,100 | US$385K | 0.04% |
| Bank Of America Corporation | 6,583 | US$375K | 0.03% |
| Chevron Corporation | 2,261 | US$375K | 0.03% |
| Lowe's Companies, Inc. | 1,674 | US$369K | 0.03% |
| Blackrock, Inc. | 361 | US$347K | 0.03% |
| Advanced Micro Devices Inc | 590 | US$343K | 0.03% |
| Oracle Corporation | 2,324 | US$341K | 0.03% |
| Rtx Corporation | 1,775 | US$337K | 0.03% |
| The Travelers Companies, Inc. | 989 | US$326K | 0.03% |
| Abbott Laboratories | 3,588 | US$326K | 0.03% |
| Ge Vernova Inc. | 272 | US$320K | 0.03% |
| Mckesson Corporation | 420 | US$317K | 0.03% |
| Exxon Mobil Corporation | 2,270 | US$310K | 0.03% |
| International Business Machines Corporation | 1,103 | US$310K | 0.03% |
| Pfizer, Inc. | 12,025 | US$290K | 0.03% |
| Citigroup, Inc. | 2,057 | US$288K | 0.03% |
| Nike, Inc. | 6,907 | US$284K | 0.03% |
| Walt Disney Company (the) | 2,822 | US$272K | 0.02% |
| Mondelez International, Inc. | 4,692 | US$271K | 0.02% |
| Elevance Health, Inc. | 669 | US$259K | 0.02% |
| Bhp Group Ltd | 3,054 | US$254K | 0.02% |
| Verizon Communications Inc. | 5,978 | US$253K | 0.02% |
| Colgate-palmolive Company | 2,749 | US$252K | 0.02% |
| Carrier Global Corporation | 3,428 | US$251K | 0.02% |
| Southern Company (the) | 2,529 | US$242K | 0.02% |
| Flagstar Bank, N.a. | 16,166 | US$242K | 0.02% |
| Delta Air Lines, Inc. | 2,500 | US$234K | 0.02% |
| Duke Energy Corporation (holding Company) | 1,837 | US$233K | 0.02% |
| Philip Morris International Inc | 1,242 | US$225K | 0.02% |
| The Bank Of New York Mellon Corporation | 1,542 | US$223K | 0.02% |
| Conocophillips | 2,121 | US$220K | 0.02% |
| Micron Technology, Inc. | 187 | US$216K | 0.02% |
| Freeport-mcmoran, Inc. | 3,302 | US$208K | 0.02% |
| Kla Corporation | 680 | US$205K | 0.02% |
| Vale S.a. | 13,500 | US$203K | 0.02% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
| Novagold Resources Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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