LEGACY INVESTMENT SOLUTIONS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SOFI | 3K | $60.53K |
 | SM | 3K | $81.54K |
 | CTRA | 3K | $64.95K |
 | ICMB | 3K | $6.96K |
 | FUBO | 2K | $9.41K |
 | XOM | 2K | $260.25K |
 | CEP | 2K | $59.69K |
 | DVN | 2K | $66.00K |
 | CIVI | 2K | $52.70K |
 | BCE | 2K | $41.57K |
 | NREF | 2K | $24.46K |
 | RF | 2K | $37.75K |
 | ZIM | 2K | $25.74K |
 | SLDP | 2K | $3.29K |
 | NI | 1K | $52.16K |
 | CFG | 1K | $52.22K |
 | TSLA | 1K | $365.94K |
 | T | 1K | $31.60K |
 | MSFT | 1K | $519.79K |
 | CRK | 1K | $28.50K |
SoFi Technologies, Inc.
SOFI
Shares Held
3K
Value
$60.53K
SM Energy Company
SM
Shares Held
3K
Value
$81.54K
Coterra Energy Inc.
CTRA
Shares Held
3K
Value
$64.95K
Investcorp Credit Management BDC, Inc.
ICMB
Shares Held
3K
Value
$6.96K
fuboTV Inc.
FUBO
Shares Held
2K
Value
$9.41K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$260.25K
Cantor Equity Partners, Inc. Class A Ordinary Shares
CEP
Shares Held
2K
Value
$59.69K
Devon Energy Corporation
DVN
Shares Held
2K
Value
$66.00K
Civitas Resources, Inc.
CIVI
Shares Held
2K
Value
$52.70K
BCE Inc.
BCE
Shares Held
2K
Value
$41.57K
NexPoint Real Estate Finance, Inc.
NREF
Shares Held
2K
Value
$24.46K
Regions Financial Corporation
RF
Shares Held
2K
Value
$37.75K
ZIM Integrated Shipping Services Ltd.
ZIM
Shares Held
2K
Value
$25.74K
Solid Power, Inc.
SLDP
Shares Held
2K
Value
$3.29K
NiSource Inc.
NI
Shares Held
1K
Value
$52.16K
Citizens Financial Group, Inc.
CFG
Shares Held
1K
Value
$52.22K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$365.94K
AT&T Inc.
T
Shares Held
1K
Value
$31.60K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$519.79K
Comstock Resources, Inc.
CRK
Shares Held
1K
Value
$28.50K