StockDriftsStockDriftsTop 50 Legacy Investment Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSGM | BIOSIG TECHNOLOGIES INC | 25.41% | 6.84M | $48.8M | — | — | — | 2025-06-30 |
| NEOV | NEOVOLTA INC | 7.84% | 4.57M | $15.1M | — | — | — | 2025-06-30 |
| BITO | PROSHARES TR | 5.72% | 510.7K | $11.0M | — | — | — | 2025-06-30 |
| BIL | SPDR SERIES TRUST | 4% | 83.8K | $7.7M | — | — | — | 2025-06-30 |
| UCON | FIRST TR EXCHNG TRADED FD VI | 3.59% | 276.9K | $6.9M | — | — | — | 2025-06-30 |
| ETHU | VOLATILITY SHS TR | 2.97% | 100.9K | $5.7M | — | — | — | 2025-06-30 |
| ICSH | ISHARES TR | 2.61% | 98.9K | $5.0M | — | — | — | 2025-06-30 |
| HIGH | SIMPLIFY EXCHANGE TRADED FUN | 2.29% | 181.8K | $4.4M | — | — | — | 2025-06-30 |
| ECC | EAGLE POINT CREDIT COMPANY I | 2.03% | 508.1K | $3.9M | — | — | — | 2025-06-30 |
| USG | USCF ETF TR | 1.98% | 109.3K | $3.8M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.83% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.06% |
Legacy Investment Solutions, Llc reports $192.15M in US-listed equity holdings across 791 positions in its most recent 13F filing. Its largest disclosed positions are BSGM (25.4%), NEOV (7.8%) and BITO (5.7%). The top 20 holdings account for 72.22% of reported assets. Its disclosed equity book has returned +16.83% cumulatively over 2 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Legacy Investment Solutions, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044858). View Legacy Investment Solutions, Llc’s 13F filings on SEC