Legacy Advisory Services, LLC reported 54 holdings worth US$142M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Legacy Advisory Services, LLC reported 54 holdings worth US$142M as of Jun 30, 2026. Largest: Microsoft Corp., Crocs, Inc. and Broadcom Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 54
- Value as reported
- US$142M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 2,198 | US$820K | 0.58% |
| Crocs, Inc. | 5,920 | US$714K | 0.50% |
| Broadcom Inc. | 1,835 | US$693K | 0.49% |
| Nvidia Corporation | 3,162 | US$633K | 0.45% |
| Shopify Inc. | 5,063 | US$578K | 0.41% |
| East West Bancorp, Inc. | 4,333 | US$559K | 0.39% |
| Walmart Inc. | 4,873 | US$552K | 0.39% |
| Apple Inc | 1,833 | US$531K | 0.37% |
| Merck & Company, Inc. | 4,097 | US$526K | 0.37% |
| Autonation, Inc. | 2,452 | US$456K | 0.32% |
| Union Pacific Corporation | 1,539 | US$419K | 0.29% |
| Walt Disney Company (the) | 4,104 | US$395K | 0.28% |
| Marriott International | 1,009 | US$374K | 0.26% |
| Vistra Corp. | 1,994 | US$316K | 0.22% |
| Rocket Lab Corporation | 3,000 | US$305K | 0.21% |
| Oracle Corporation | 2,012 | US$295K | 0.21% |
| Enterprise Products Partners L.p. | 7,897 | US$290K | 0.20% |
| Crowdstrike Holdings, Inc. | 380 | US$290K | 0.20% |
| Caterpillar, Inc. | 250 | US$266K | 0.19% |
| Corning Incorporated | 1,006 | US$257K | 0.18% |
| Paramount Skydance Corporation | 23,748 | US$234K | 0.16% |
| Eli Lilly And Company | 193 | US$232K | 0.16% |
| Marsh | 1,383 | US$231K | 0.16% |
| Prologis, Inc. | 1,617 | US$219K | 0.15% |
| Aptargroup, Inc. | 1,637 | US$205K | 0.14% |
| Silgan Holdings Inc. | 0 | US$0 | 0.00% |
| T-mobile Us, Inc. | 0 | US$0 | 0.00% |