Legacy Investment Solutions, LLC current holdings: USA Stocks
Legacy Investment Solutions, LLC reported $0.09 billion in share positions in stocks (listed in the US), 441 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are STEX, NEOV, ECC.
- QCOM: Country of operation United States; Class COM; Shares 140; Value $22,297.
- OXY: Country of operation United States; Class COM; Shares 525; Value $22,056.
- CRM: Country of operation United States; Class COM; Shares 78; Value $21,270.
- NOG: Country of operation United States; Class COM; Shares 746; Value $21,150.
Form 13F-HR as filed (SEC CIK 2044858): quarter ended 2025-06-30, filed 2025-08-06. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| QCOM QUALCOMM INC | United States | COM | 140 | $22,297 | 0.03% | 2025-06-30 | 2025-08-06 | +15.60% |
| OXY OCCIDENTAL PETE CORP | United States | COM | 525 | $22,056 | 0.02% | 2025-06-30 | 2025-08-06 | +30.78% |
| CRM SALESFORCE INC | United States | COM | 78 | $21,270 | 0.02% | 2025-06-30 | 2025-08-06 | -17.38% |
| NOG NORTHERN OIL & GAS INC | United States | COM | 746 | $21,150 | 0.02% | 2025-06-30 | 2025-08-06 | -19.79% |
| ROP ROPER TECHNOLOGIES INC | United States | COM | 37 | $20,974 | 0.02% | 2025-06-30 | 2025-08-06 | -38.35% |
| EOG EOG RES INC | United States | COM | 172 | $20,573 | 0.02% | 2025-06-30 | 2025-08-06 | +16.76% |
| DRI DARDEN RESTAURANTS INC | United States | COM | 94 | $20,437 | 0.02% | 2025-06-30 | 2025-08-06 | -10.49% |
| CINF CINCINNATI FINL CORP | United States | COM | 137 | $20,403 | 0.02% | 2025-06-30 | 2025-08-06 | +8.20% |
| SNPS SYNOPSYS INC | United States | COM | 39 | $19,996 | 0.02% | 2025-06-30 | 2025-08-06 | -19.04% |
| MET METLIFE INC | United States | COM | 248 | $19,945 | 0.02% | 2025-06-30 | 2025-08-06 | +18.38% |
| SILA SILA REALTY TRUST INC | United States | COMMON STOCK | 828 | $19,599 | 0.02% | 2025-06-30 | 2025-08-06 | |
| LUMN LUMEN TECHNOLOGIES INC | United States | COM | 4,275 | $18,725 | 0.02% | 2025-06-30 | 2025-08-06 | +26.48% |
| ADBE ADOBE INC | United States | COM | 48 | $18,571 | 0.02% | 2025-06-30 | 2025-08-06 | -39.73% |
| EQT EQT CORP | United States | COM | 316 | $18,430 | 0.02% | 2025-06-30 | 2025-08-06 | -16.19% |
| LOW LOWES COS INC | United States | COM | 80 | $17,750 | 0.02% | 2025-06-30 | 2025-08-06 | -15.60% |
| WSO WATSCO INC | United States | COM | 40 | $17,665 | 0.02% | 2025-06-30 | 2025-08-06 | -31.89% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 79 | $16,167 | 0.02% | 2025-06-30 | 2025-08-06 | +89.80% |
| PG PROCTER AND GAMBLE CO | United States | COM | 101 | $16,092 | 0.02% | 2025-06-30 | 2025-08-06 | -6.90% |
| AXP AMERICAN EXPRESS CO | United States | COM | 50 | $15,949 | 0.02% | 2025-06-30 | 2025-08-06 | -4.26% |
| SPGI S&P GLOBAL INC | United States | COM | 30 | $15,819 | 0.02% | 2025-06-30 | 2025-08-06 | -21.33% |
| RTX RTX CORPORATION | United States | COM | 107 | $15,625 | 0.02% | 2025-06-30 | 2025-08-06 | +28.02% |
| CSX CSX CORP | United States | COM | 477 | $15,565 | 0.02% | 2025-06-30 | 2025-08-06 | +43.82% |
| FNF FIDELITY NATIONAL FINANCIAL | United States | COM SHS | 271 | $15,193 | 0.02% | 2025-06-30 | 2025-08-06 | -23.86% |
| SMCI SUPER MICRO COMPUTER INC | United States | COM NEW | 300 | $14,703 | 0.02% | 2025-06-30 | 2025-08-06 | -16.30% |
| APD AIR PRODS & CHEMS INC | United States | COM | 50 | $14,103 | 0.02% | 2025-06-30 | 2025-08-06 | -1.02% |
| MU MICRON TECHNOLOGY INC | United States | COM | 114 | $14,051 | 0.02% | 2025-06-30 | 2025-08-06 | +764.16% |
| TGT TARGET CORP | United States | COM | 142 | $14,009 | 0.02% | 2025-06-30 | 2025-08-06 | +58.57% |
| ANET ARISTA NETWORKS INC | United States | COM SHS | 135 | $13,812 | 0.02% | 2025-06-30 | 2025-08-06 | +98.28% |
| CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 26 | $13,243 | 0.01% | 2025-06-30 | 2025-08-06 | +106.35% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 28 | $12,968 | 0.01% | 2025-06-30 | 2025-08-06 | +10.60% |
| NEE NEXTERA ENERGY INC | United States | COM | 186 | $12,913 | 0.01% | 2025-06-30 | 2025-08-06 | +9.32% |
| HPQ HP INC | United States | COM | 523 | $12,793 | 0.01% | 2025-06-30 | 2025-08-06 | +25.63% |
| VLO VALERO ENERGY CORP | United States | COM | 93 | $12,502 | 0.01% | 2025-06-30 | 2025-08-06 | +188.44% |
| SPOT SPOTIFY TECHNOLOGY S A | SHS | 16 | $12,278 | 0.01% | 2025-06-30 | 2025-08-06 | -35.67% | |
| CEG CONSTELLATION ENERGY CORP | United States | COM | 37 | $11,943 | 0.01% | 2025-06-30 | 2025-08-06 | -18.03% |
| ADI ANALOG DEVICES INC | United States | COM | 50 | $11,901 | 0.01% | 2025-06-30 | 2025-08-06 | +67.31% |
| O REALTY INCOME CORP | United States | COM | 200 | $11,522 | 0.01% | 2025-06-30 | 2025-08-06 | -4.29% |
| PEP PEPSICO INC | United States | COM | 86 | $11,356 | 0.01% | 2025-06-30 | 2025-08-06 | -2.54% |
| INTC INTEL CORP | United States | COM | 505 | $11,312 | 0.01% | 2025-06-30 | 2025-08-06 | +417.54% |
| CDNS CADENCE DESIGN SYSTEM INC | United States | COM | 36 | $11,094 | 0.01% | 2025-06-30 | 2025-08-06 | +5.20% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 75 | $10,825 | 0.01% | 2025-06-30 | 2025-08-06 | +532.89% | |
| WPM WHEATON PRECIOUS METALS CORP | COM | 120 | $10,776 | 0.01% | 2025-06-30 | 2025-08-06 | +50.77% | |
| ABBV ABBVIE INC | United States | COM | 58 | $10,766 | 0.01% | 2025-06-30 | 2025-08-06 | +41.84% |
| GE GE AEROSPACE | United States | COM NEW | 41 | $10,553 | 0.01% | 2025-06-30 | 2025-08-06 | +23.51% |
| BAM BROOKFIELD ASSET MANAGMT LTD | United States | CL A LMT VTG SHS | 190 | $10,504 | 0.01% | 2025-06-30 | 2025-08-06 | -18.65% |
| ABT ABBOTT LABS | United States | COM | 77 | $10,473 | 0.01% | 2025-06-30 | 2025-08-06 | -25.78% |
| MELI MERCADOLIBRE INC | COM | 4 | $10,455 | 0.01% | 2025-06-30 | 2025-08-06 | -34.00% | |
| EQX EQUINOX GOLD CORP | COM | 1,800 | $10,350 | 0.01% | 2025-06-30 | 2025-08-06 | +98.26% | |
| AR ANTERO RESOURCES CORP | United States | COM | 255 | $10,272 | 0.01% | 2025-06-30 | 2025-08-06 | -16.66% |
| CME CME GROUP INC | United States | COM | 37 | $10,198 | 0.01% | 2025-06-30 | 2025-08-06 | -4.50% |
| PFX PHENIXFIN CORP | United States | COM | 200 | $10,130 | 0.01% | 2025-06-30 | 2025-08-06 | -6.67% |
| TGTX TG THERAPEUTICS INC | United States | COM | 270 | $9,718 | 0.01% | 2025-06-30 | 2025-08-06 | +56.13% |
| TMHC TAYLOR MORRISON HOME CORP | United States | COM | 158 | $9,705 | 0.01% | 2025-06-30 | 2025-08-06 | |
| MTG MGIC INVT CORP WIS | United States | COM | 343 | $9,550 | 0.01% | 2025-06-30 | 2025-08-06 | +1.47% |
| NLY ANNALY CAPITAL MANAGEMENT IN | United States | COM NEW | 500 | $9,410 | 0.01% | 2025-06-30 | 2025-08-06 | +7.97% |
| LAZ LAZARD INC | COM | 195 | $9,357 | 0.01% | 2025-06-30 | 2025-08-06 | -25.39% | |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 13 | $9,201 | 0.01% | 2025-06-30 | 2025-08-06 | +29.46% |
| COIN COINBASE GLOBAL INC | United States | COM CL A | 26 | $9,113 | 0.01% | 2025-06-30 | 2025-08-06 | -45.78% |
| BLBD BLUE BIRD CORP | United States | COM | 200 | $8,632 | 0.01% | 2025-06-30 | 2025-08-06 | +30.58% |
| BDX BECTON DICKINSON & CO | United States | COM | 50 | $8,613 | 0.01% | 2025-06-30 | 2025-08-06 | +34.37% |
| FANG DIAMONDBACK ENERGY INC | United States | COM | 60 | $8,244 | 0.01% | 2025-06-30 | 2025-08-06 | +33.88% |
| MHO M/I HOMES INC | United States | COM | 72 | $8,073 | 0.01% | 2025-06-30 | 2025-08-06 | +21.11% |
| CI THE CIGNA GROUP | United States | COM | 24 | $7,934 | 0.01% | 2025-06-30 | 2025-08-06 | -16.73% |
| BEN FRANKLIN RESOURCES INC | United States | COM | 328 | $7,823 | 0.01% | 2025-06-30 | 2025-08-06 | +36.98% |
| JXN JACKSON FINANCIAL INC | United States | COM CL A | 88 | $7,814 | 0.01% | 2025-06-30 | 2025-08-06 | +47.92% |
| MRVL MARVELL TECHNOLOGY INC | United States | COM | 100 | $7,740 | 0.01% | 2025-06-30 | 2025-08-06 | +240.14% |
| KMB KIMBERLY-CLARK CORP | United States | COM | 60 | $7,736 | 0.01% | 2025-06-30 | 2025-08-06 | -23.22% |
| TWO TWO HBRS INVT CORP | United States | COM | 700 | $7,539 | 0.01% | 2025-06-30 | 2025-08-06 | |
| UTHR UNITED THERAPEUTICS CORP DEL | United States | COM | 26 | $7,472 | 0.01% | 2025-06-30 | 2025-08-06 | +67.56% |
| PFE PFIZER INC | United States | COM | 305 | $7,394 | 0.01% | 2025-06-30 | 2025-08-06 | +18.48% |
| ET ENERGY TRANSFER L P | United States | COM UT LTD PTN | 400 | $7,252 | 0.01% | 2025-06-30 | 2025-08-06 | +9.82% |
| TW TRADEWEB MKTS INC | United States | CL A | 49 | $7,174 | 0.01% | 2025-06-30 | 2025-08-06 | -31.28% |
| LUV SOUTHWEST AIRLS CO | United States | COM | 219 | $7,105 | 0.01% | 2025-06-30 | 2025-08-06 | +29.72% |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 13 | $7,065 | 0.01% | 2025-06-30 | 2025-08-06 | -24.15% |
| ICMB INVESTCORP CR MGMT BDC INC | United States | COM | 2,500 | $6,965 | 0.01% | 2025-06-30 | 2025-08-06 | -69.53% |
| BLDR BUILDERS FIRSTSOURCE INC | United States | COM | 59 | $6,885 | 0.01% | 2025-06-30 | 2025-08-06 | -50.70% |
| TTD THE TRADE DESK INC | United States | COM CL A | 92 | $6,624 | 0.01% | 2025-06-30 | 2025-08-06 | -83.26% |
| BBY BEST BUY INC | United States | COM | 97 | $6,512 | 0.01% | 2025-06-30 | 2025-08-06 | +32.21% |
| SLB SCHLUMBERGER LTD | COM STK | 192 | $6,490 | 0.01% | 2025-06-30 | 2025-08-06 | +47.54% | |
| WEC WEC ENERGY GROUP INC | United States | COM | 62 | $6,461 | 0.01% | 2025-06-30 | 2025-08-06 | -1.55% |
| CAH CARDINAL HEALTH INC | United States | COM | 38 | $6,384 | 0.01% | 2025-06-30 | 2025-08-06 | +33.28% |
| TDG TRANSDIGM GROUP INC | United States | COM | 4 | $6,083 | 0.01% | 2025-06-30 | 2025-08-06 | -27.68% |
| NVMI NOVA LTD | COM | 22 | $6,055 | 0.01% | 2025-06-30 | 2025-08-06 | +39.94% | |
| HALO HALOZYME THERAPEUTICS INC | United States | COM | 115 | $5,983 | 0.01% | 2025-06-30 | 2025-08-06 | +114.46% |
| APP APPLOVIN CORP | United States | COM CL A | 17 | $5,952 | 0.01% | 2025-06-30 | 2025-08-06 | -12.69% |
| DECK DECKERS OUTDOOR CORP | United States | COM | 57 | $5,875 | 0.01% | 2025-06-30 | 2025-08-06 | -24.63% |
| CVX CHEVRON CORP NEW | United States | COM | 41 | $5,871 | 0.01% | 2025-06-30 | 2025-08-06 | +42.73% |
| P PURE STORAGE INC | United States | CL A | 100 | $5,758 | 0.01% | 2025-06-30 | 2025-08-06 | +125.86% |
| ACGL ARCH CAP GROUP LTD | ORD | 63 | $5,737 | 0.01% | 2025-06-30 | 2025-08-06 | +4.47% | |
| PFG PRINCIPAL FINANCIAL GROUP IN | United States | COM | 72 | $5,719 | 0.01% | 2025-06-30 | 2025-08-06 | +43.48% |
| WHR WHIRLPOOL CORP | United States | COM | 56 | $5,680 | 0.01% | 2025-06-30 | 2025-08-06 | -69.76% |
| ACM AECOM | United States | COM | 50 | $5,643 | 0.01% | 2025-06-30 | 2025-08-06 | -47.86% |
| STLD STEEL DYNAMICS INC | United States | COM | 44 | $5,633 | 0.01% | 2025-06-30 | 2025-08-06 | +73.35% |
| DKNG DRAFTKINGS INC NEW | United States | COM CL A | 130 | $5,576 | 0.01% | 2025-06-30 | 2025-08-06 | -54.33% |
| BROS DUTCH BROS INC | United States | CL A | 80 | $5,470 | 0.01% | 2025-06-30 | 2025-08-06 | -44.27% |
| LLY ELI LILLY & CO | United States | COM | 7 | $5,457 | 0.01% | 2025-06-30 | 2025-08-06 | +51.97% |
| TROW PRICE T ROWE GROUP INC | United States | COM | 55 | $5,308 | 0.01% | 2025-06-30 | 2025-08-06 | +8.30% |
| GILD GILEAD SCIENCES INC | United States | COM | 47 | $5,211 | 0.01% | 2025-06-30 | 2025-08-06 | +36.45% |
| NOW SERVICENOW INC | United States | COM | 5 | $5,141 | 0.01% | 2025-06-30 | 2025-08-06 | -36.80% |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | United States | COM | 360 | $5,048 | 0.01% | 2025-06-30 | 2025-08-06 | +90.80% |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||