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.
- HEI: Country of operation United States; Class COM; Shares 15; Value $4,920.
- VVX: Country of operation United States; Class COM; Shares 100; Value $4,855.
- EMR: Country of operation United States; Class COM; Shares 36; Value $4,800.
- JBL: Country of operation United States; Class COM; Shares 22; Value $4,799.
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 |
|---|---|---|---|---|---|---|---|---|
| HEI HEICO CORP NEW | United States | COM | 15 | $4,920 | 0.01% | 2025-06-30 | 2025-08-06 | -6.37% |
| VVX V2X INC | United States | COM | 100 | $4,855 | 0.01% | 2025-06-30 | 2025-08-06 | +49.95% |
| EMR EMERSON ELEC CO | United States | COM | 36 | $4,800 | 0.01% | 2025-06-30 | 2025-08-06 | +17.93% |
| JBL JABIL INC | United States | COM | 22 | $4,799 | 0.01% | 2025-06-30 | 2025-08-06 | +46.19% |
| SANM SANMINA CORPORATION | United States | COM | 49 | $4,794 | 0.01% | 2025-06-30 | 2025-08-06 | +127.67% |
| RCMT RCM TECHNOLOGIES INC | United States | COM NEW | 200 | $4,714 | 0.01% | 2025-06-30 | 2025-08-06 | +74.80% |
| VST VISTRA CORP | United States | COM | 24 | $4,652 | 0.01% | 2025-06-30 | 2025-08-06 | -27.34% |
| PRDO PERDOCEO ED CORP | United States | COM | 142 | $4,642 | 0.01% | 2025-06-30 | 2025-08-06 | -7.89% |
| PFGC PERFORMANCE FOOD GROUP CO | United States | COM | 51 | $4,461 | 0.01% | 2025-06-30 | 2025-08-06 | +5.17% |
| MPWR MONOLITHIC PWR SYS INC | United States | COM | 6 | $4,389 | 0.00% | 2025-06-30 | 2025-08-06 | +85.40% |
| HRB BLOCK H & R INC | United States | COM | 79 | $4,337 | 0.00% | 2025-06-30 | 2025-08-06 | -26.07% |
| LEN LENNAR CORP | United States | CL A | 39 | $4,314 | 0.00% | 2025-06-30 | 2025-08-06 | -24.95% |
| MLI MUELLER INDS INC | United States | COM | 54 | $4,292 | 0.00% | 2025-06-30 | 2025-08-06 | +52.97% |
| SFM SPROUTS FMRS MKT INC | United States | COM | 26 | $4,281 | 0.00% | 2025-06-30 | 2025-08-06 | -60.73% |
| OMC OMNICOM GROUP INC | United States | COM | 58 | $4,173 | 0.00% | 2025-06-30 | 2025-08-06 | +3.06% |
| FE FIRSTENERGY CORP | United States | COM | 102 | $4,107 | 0.00% | 2025-06-30 | 2025-08-06 | +8.40% |
| SLVM SYLVAMO CORP | United States | COMMON STOCK | 81 | $4,059 | 0.00% | 2025-06-30 | 2025-08-06 | -32.10% |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 18 | $3,936 | 0.00% | 2025-06-30 | 2025-08-06 | -22.05% |
| KBH KB HOME | United States | COM | 74 | $3,920 | 0.00% | 2025-06-30 | 2025-08-06 | -10.48% |
| WRB BERKLEY W R CORP | United States | COM | 53 | $3,894 | 0.00% | 2025-06-30 | 2025-08-06 | -7.15% |
| LIN LINDE PLC | United Kingdom | SHS | 8 | $3,754 | 0.00% | 2025-06-30 | 2025-08-06 | +0.89% |
| EXR EXTRA SPACE STORAGE INC | United States | COM | 25 | $3,686 | 0.00% | 2025-06-30 | 2025-08-06 | -9.46% |
| RDDT REDDIT INC | United States | CL A | 24 | $3,614 | 0.00% | 2025-06-30 | 2025-08-06 | -3.46% |
| CALM CAL MAINE FOODS INC | United States | COM NEW | 36 | $3,587 | 0.00% | 2025-06-30 | 2025-08-06 | -31.20% |
| SRE SEMPRA | United States | COM | 47 | $3,562 | 0.00% | 2025-06-30 | 2025-08-06 | +3.18% |
| MATX MATSON INC | United States | COM | 31 | $3,452 | 0.00% | 2025-06-30 | 2025-08-06 | +103.35% |
| AMAT APPLIED MATLS INC | United States | COM | 18 | $3,296 | 0.00% | 2025-06-30 | 2025-08-06 | +179.68% |
| SLDP SOLID POWER INC | United States | CLASS A COM | 1,500 | $3,285 | 0.00% | 2025-06-30 | 2025-08-06 | +3.65% |
| ON ON SEMICONDUCTOR CORP | United States | COM | 62 | $3,250 | 0.00% | 2025-06-30 | 2025-08-06 | +44.92% |
| TRV TRAVELERS COMPANIES INC | United States | COM | 12 | $3,211 | 0.00% | 2025-06-30 | 2025-08-06 | +35.76% |
| GEV GE VERNOVA INC | United States | COM | 6 | $3,175 | 0.00% | 2025-06-30 | 2025-08-06 | +81.89% |
| TFII TFI INTL INC | COM | 35 | $3,139 | 0.00% | 2025-06-30 | 2025-08-06 | +35.88% | |
| GROY GOLD ROYALTY CORP | COMMON SHARES | 1,400 | $3,094 | 0.00% | 2025-06-30 | 2025-08-06 | +38.01% | |
| NCLH NORWEGIAN CRUISE LINE HLDG L | United States | SHS | 150 | $3,042 | 0.00% | 2025-06-30 | 2025-08-06 | -27.02% |
| CW CURTISS WRIGHT CORP | United States | COM | 6 | $2,932 | 0.00% | 2025-06-30 | 2025-08-06 | +9.27% |
| WFC WELLS FARGO CO NEW | United States | COM | 36 | $2,885 | 0.00% | 2025-06-30 | 2025-08-06 | +0.45% |
| KO COCA COLA CO | United States | COM | 40 | $2,830 | 0.00% | 2025-06-30 | 2025-08-06 | +22.74% |
| F FORD MTR CO | United States | COM | 254 | $2,756 | 0.00% | 2025-06-30 | 2025-08-06 | +13.36% |
| NKE NIKE INC | United States | CL B | 38 | $2,700 | 0.00% | 2025-06-30 | 2025-08-06 | -49.55% |
| LTBR LIGHTBRIDGE CORP | United States | COM | 200 | $2,674 | 0.00% | 2025-06-30 | 2025-08-06 | -52.88% |
| STRK MICROSTRATEGY INC | United States | SERIES A PERP PF | 22 | $2,663 | 0.00% | 2025-06-30 | 2025-08-06 | |
| MDT MEDTRONIC PLC | Ireland | SHS | 30 | $2,616 | 0.00% | 2025-06-30 | 2025-08-06 | -0.09% |
| CB CHUBB LIMITED | COM | 9 | $2,608 | 0.00% | 2025-06-30 | 2025-08-06 | +14.62% | |
| TFC TRUIST FINL CORP | United States | COM | 59 | $2,537 | 0.00% | 2025-06-30 | 2025-08-06 | +8.03% |
| ONTO ONTO INNOVATION INC | United States | COM | 25 | $2,524 | 0.00% | 2025-06-30 | 2025-08-06 | +201.88% |
| APLD APPLIED DIGITAL CORP | United States | COM NEW | 250 | $2,518 | 0.00% | 2025-06-30 | 2025-08-06 | +152.33% |
| BCC BOISE CASCADE CO DEL | United States | COM | 29 | $2,518 | 0.00% | 2025-06-30 | 2025-08-06 | -12.50% |
| CCEP COCA-COLA EUROPACIFIC PARTNE | SHS | 27 | $2,504 | 0.00% | 2025-06-30 | 2025-08-06 | +10.32% | |
| AXON AXON ENTERPRISE INC | United States | COM | 3 | $2,484 | 0.00% | 2025-06-30 | 2025-08-06 | -49.32% |
| AFL AFLAC INC | United States | COM | 23 | $2,426 | 0.00% | 2025-06-30 | 2025-08-06 | +7.78% |
| STLA STELLANTIS N.V | SHS | 241 | $2,418 | 0.00% | 2025-06-30 | 2025-08-06 | -55.83% | |
| CNM CORE & MAIN INC | United States | CL A | 40 | $2,414 | 0.00% | 2025-06-30 | 2025-08-06 | -30.97% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 8 | $2,392 | 0.00% | 2025-06-30 | 2025-08-06 | -40.74% | |
| UEC URANIUM ENERGY CORP | COM | 345 | $2,346 | 0.00% | 2025-06-30 | 2025-08-06 | +36.62% | |
| ULTA ULTA BEAUTY INC | United States | COM | 5 | $2,340 | 0.00% | 2025-06-30 | 2025-08-06 | +17.12% |
| OXLCXXXX OXFORD LANE CAP CORP | United States | COM | 556 | $2,336 | 0.00% | 2025-06-30 | 2025-08-06 | |
| NUE NUCOR CORP | United States | COM | 18 | $2,332 | 0.00% | 2025-06-30 | 2025-08-06 | +82.37% |
| PCOR PROCORE TECHNOLOGIES INC | United States | COM | 34 | $2,327 | 0.00% | 2025-06-30 | 2025-08-06 | -27.59% |
| OVV OVINTIV INC | COM | 61 | $2,322 | 0.00% | 2025-06-30 | 2025-08-06 | +54.61% | |
| FTAI FTAI AVIATION LTD | United States | SHS | 20 | $2,301 | 0.00% | 2025-06-30 | 2025-08-06 | +46.84% |
| GM GENERAL MTRS CO | United States | COM | 45 | $2,215 | 0.00% | 2025-06-30 | 2025-08-06 | +63.52% |
| LYB LYONDELLBASELL INDUSTRIES N | SHS - A - | 38 | $2,199 | 0.00% | 2025-06-30 | 2025-08-06 | +0.55% | |
| RS RELIANCE INC | United States | COM | 7 | $2,198 | 0.00% | 2025-06-30 | 2025-08-06 | +23.35% |
| SXI STANDEX INTL CORP | United States | COM | 14 | $2,191 | 0.00% | 2025-06-30 | 2025-08-06 | +74.69% |
| POST POST HLDGS INC | United States | COM | 20 | $2,181 | 0.00% | 2025-06-30 | 2025-08-06 | -32.65% |
| BTE BAYTEX ENERGY CORP | COM | 1,202 | $2,152 | 0.00% | 2025-06-30 | 2025-08-06 | +149.72% | |
| RMBS RAMBUS INC DEL | United States | COM | 33 | $2,113 | 0.00% | 2025-06-30 | 2025-08-06 | +61.07% |
| MDB MONGODB INC | United States | CL A | 10 | $2,100 | 0.00% | 2025-06-30 | 2025-08-06 | +60.57% |
| ENB ENBRIDGE INC | COM | 45 | $2,040 | 0.00% | 2025-06-30 | 2025-08-06 | +2.93% | |
| PSEC PROSPECT CAP CORP | United States | COM | 639 | $2,033 | 0.00% | 2025-06-30 | 2025-08-06 | -33.33% |
| QS QUANTUMSCAPE CORP | United States | COM CL A | 300 | $2,016 | 0.00% | 2025-06-30 | 2025-08-06 | -31.70% |
| ENVA ENOVA INTL INC | United States | COM | 18 | $2,008 | 0.00% | 2025-06-30 | 2025-08-06 | +50.57% |
| MTDR MATADOR RES CO | United States | COM | 42 | $2,005 | 0.00% | 2025-06-30 | 2025-08-06 | +6.22% |
| DASH DOORDASH INC | United States | CL A | 8 | $1,973 | 0.00% | 2025-06-30 | 2025-08-06 | -24.10% |
| AUR AURORA INNOVATION INC | United States | CLASS A COM | 375 | $1,965 | 0.00% | 2025-06-30 | 2025-08-06 | +2.86% |
| ARCC ARES CAPITAL CORP | United States | COM | 89 | $1,955 | 0.00% | 2025-06-30 | 2025-08-06 | -11.84% |
| CVS CVS HEALTH CORP | United States | COM | 28 | $1,932 | 0.00% | 2025-06-30 | 2025-08-06 | +26.27% |
| TWST TWIST BIOSCIENCE CORP | United States | COM | 51 | $1,877 | 0.00% | 2025-06-30 | 2025-08-06 | +405.93% |
| SWKS SKYWORKS SOLUTIONS INC | United States | COM | 25 | $1,863 | 0.00% | 2025-06-30 | 2025-08-06 | +18.14% |
| BAC BANK AMERICA CORP | United States | COM | 39 | $1,846 | 0.00% | 2025-06-30 | 2025-08-06 | +16.15% |
| SHOP SHOPIFY INC | CL A SUB VTG SHS | 16 | $1,846 | 0.00% | 2025-06-30 | 2025-08-06 | +28.53% | |
| NEO NEOGENOMICS INC | United States | COM NEW | 250 | $1,828 | 0.00% | 2025-06-30 | 2025-08-06 | +156.36% |
| VTLE VITAL ENERGY INC | United States | COM | 112 | $1,803 | 0.00% | 2025-06-30 | 2025-08-06 | |
| NBIX NEUROCRINE BIOSCIENCES INC | United States | COM | 14 | $1,760 | 0.00% | 2025-06-30 | 2025-08-06 | +10.07% |
| BJ BJS WHSL CLUB HLDGS INC | United States | COM | 16 | $1,726 | 0.00% | 2025-06-30 | 2025-08-06 | -11.44% |
| RNR RENAISSANCERE HLDGS LTD | COM | 7 | $1,701 | 0.00% | 2025-06-30 | 2025-08-06 | +33.61% | |
| FTNT FORTINET INC | United States | COM | 16 | $1,692 | 0.00% | 2025-06-30 | 2025-08-06 | +66.44% |
| TEL TE CONNECTIVITY PLC | ORD SHS | 10 | $1,687 | 0.00% | 2025-06-30 | 2025-08-06 | +26.04% | |
| CMCSA COMCAST CORP NEW | United States | CL A | 47 | $1,678 | 0.00% | 2025-06-30 | 2025-08-06 | -35.43% |
| AG FIRST MAJESTIC SILVER CORP | COM | 200 | $1,654 | 0.00% | 2025-06-30 | 2025-08-06 | +118.62% | |
| EBAY EBAY INC. | United States | COM | 22 | $1,639 | 0.00% | 2025-06-30 | 2025-08-06 | +41.30% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 4 | $1,622 | 0.00% | 2025-06-30 | 2025-08-06 | +67.61% |
| SIRI SIRIUSXM HOLDINGS INC | United States | COMMON STOCK | 70 | $1,608 | 0.00% | 2025-06-30 | 2025-08-06 | +12.15% |
| ED CONSOLIDATED EDISON INC | United States | COM | 16 | $1,606 | 0.00% | 2025-06-30 | 2025-08-06 | +2.97% |
| HOOD ROBINHOOD MKTS INC | United States | COM CL A | 17 | $1,592 | 0.00% | 2025-06-30 | 2025-08-06 | +24.13% |
| RGTI RIGETTI COMPUTING INC | United States | COMMON STOCK | 134 | $1,590 | 0.00% | 2025-06-30 | 2025-08-06 | +32.72% |
| ZM ZOOM COMMUNICATIONS INC | United States | CL A | 20 | $1,560 | 0.00% | 2025-06-30 | 2025-08-06 | +13.30% |
| MTA METALLA RTY & STREAMING LTD | COM NEW | 400 | $1,536 | 0.00% | 2025-06-30 | 2025-08-06 | +150.52% | |
| EXPD EXPEDITORS INTL WASH INC | United States | COM | 13 | $1,486 | 0.00% | 2025-06-30 | 2025-08-06 | +64.69% |
| MCK MCKESSON CORP | United States | COM | 2 | $1,466 | 0.00% | 2025-06-30 | 2025-08-06 | +18.02% |
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