Legacy Financial Strategies, LLC

CIK

1723925

Location

OVERLAND PARK, KS

Portfolio Value

Small $148,338,528

Diversification

Diversified

Filing Date

Global Rank

#5,078 / 8,517 ▲ 162

Top Industry

Semiconductors 13.6%

3Y Alpha vs SPY

+15.9%

Period ended 47 days ago

Filed Jul 21, 2026 · 26d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+153.9%

SPY

+76.6%

Annualised alpha

+15.6%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

101 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

+0.5 pts

Top 5

25.8%

+2.4 pts

Top 10

37.7%

+0.8 pts

HHI

253

Diversified+6

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$45,542,752	24
Industrials	17.2%	$25,573,637	17
Financial Services	13.8%	$20,488,156	12
Basic Materials	7.5%	$11,123,206	5
Consumer Cyclical	7.4%	$10,968,136	7
Unclassified	5.7%	$8,440,125	6
Utilities	4.9%	$7,334,669	5
Communication Services	3.9%	$5,718,101	6
Consumer Defensive	3.6%	$5,381,765	6
Healthcare	3.6%	$5,362,291	5
Energy	1.4%	$2,013,508	5
Real Estate	0.3%	$392,182	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+1,101	7,303	$243,116
PLTR	Palantir Technologies Inc.	+1,008	14,231	$1,660,330
KLAC	Kla Corp	+930	1,103	$332,786
AMD	Advanced Micro Devices Inc	+545	3,235	$1,879,243
QQQ	Invesco Qqq Trust, Series 1	+492	1,095	$806,358
TMUS	T-Mobile US, Inc.	+428	5,962	$1,000,006
AAPL	Apple Inc.	+247	31,984	$9,254,890
AVGO	Broadcom Inc.	+223	6,764	$2,555,101
MU	Micron Technology Inc	+208	2,006	$2,315,505
CDNS	Cadence Design Systems Inc	+169	1,311	$492,044
PM	Philip Morris International Inc.	+138	1,841	$333,055
CRWD	CrowdStrike Holdings, Inc.	+128	2,640	$503,672
ETN	Eaton Corp plc	+106	920	$392,030
TSLA	Tesla, Inc.	+92	4,510	$1,896,906
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+83	2,568	$1,226,399
KO	Coca Cola Co	+80	4,194	$340,846
NVDA	Nvidia Corp	+73	54,201	$10,845,078
COST	Costco Wholesale Corp /New	+65	554	$518,250
LLY	ELI LILLY & Co	+63	844	$1,012,319
GEV	GE Vernova Inc.	+58	719	$844,724
V	Visa Inc.	+46	1,756	$602,466
ASML	Asml Holding NV	+32	323	$642,589
MA	Mastercard Inc	+23	526	$270,153
WMB	Williams Companies, Inc.	+14	7,858	$584,163
AXP	American Express Co	+8	1,863	$630,159
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EXPD	Expeditors International Of Washington Inc	−13,761	2,392	$389,848
BRO	Brown & Brown, Inc.	−4,443	32,531	$2,086,863
SPGI	S&P Global Inc.	−4,039	2,384	$918,550
NEE	Nextera Energy Inc	−3,848	34,846	$3,058,433
FAST	Fastenal Co	−3,686	55,100	$2,646,453
T	At&T Inc.	−3,683	9,952	$206,006
GOOGL	Alphabet Inc.	−2,974	8,498	$3,036,930
EOT	Eaton Vance National Municipal Opportunities Trust	−2,863	27,684	$487,792
HON	Honeywell International Inc	−2,457	2,448	$548,107
AOS	Smith A O Corp	−2,303	6,177	$387,421
AFL	Aflac Inc	−1,852	31,197	$3,657,848
ABT	Abbott Laboratories	−1,644	21,360	$1,938,206
ATO	Atmos Energy Corp	−1,286	18,181	$3,132,040
CINF	Cincinnati Financial Corp	−1,105	18,238	$3,376,583
IBM	International Business Machines Corp	−1,002	2,181	$613,319
WMT	Walmart Inc.	−882	32,751	$3,709,378
MSFT	Microsoft Corp	−750	9,638	$3,595,166
LOW	Lowes Companies Inc	−681	12,418	$2,738,044
NDSN	Nordson Corp	−665	10,038	$3,028,364
CTAS	Cintas Corp	−634	17,779	$3,023,852
SHW	Sherwin Williams Co	−466	9,482	$3,264,842
MCD	Mcdonalds Corp	−465	7,847	$2,121,122
ABBV	AbbVie Inc.	−412	5,382	$1,354,326
AMZN	Amazon Com Inc	−361	13,465	$3,209,248
CAT	Caterpillar Inc	−321	6,554	$6,979,354
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
NUE	Nucor Corp	9,023	$2,009,873
ITW	Illinois Tool Works Inc	6,898	$1,865,702
ERIE	Erie Indemnity Co	6,560	$1,572,760
HONA	Honeywell Aerospace Inc.	2,446	$540,076
COHR	Coherent Corp.	1,248	$492,298
SPCX	Space Exploration Technologies Corp	1,858	$317,457
AMAT	Applied Materials Inc /De	435	$314,505
ANET	Arista Networks, Inc.	1,809	$307,312
CSCO	Cisco Systems, Inc.	2,112	$248,075
CSX	Csx Corp	4,853	$230,663
LRCX	Lam Research Corp	483	$209,298
TER	Teradyne, Inc	425	$205,632
INTC	Intel Corp	1,445	$201,765
ETHA	iShares Ethereum Trust ETF	11,300	$134,357
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
MKC	Mccormick & Co Inc	32,448	$1,636,677
VIG	Vanguard Dividend Appreciation ETF	4,517	$971,426
COP	Conocophillips	2,565	$338,580
KR	Kroger Co	3,253	$235,387
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 tracked positions · $148,338,528 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	54,201	+73	$10,845,078	+14.9%	7.31%
AAPL	Apple Inc. Technology	Added	31,984	+247	$9,254,890	+14.9%	6.24%
CAT	Caterpillar Inc Industrials	Reduced	6,554	-321	$6,979,354	+43.3%	4.71%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,552	-11	$6,386,377	+14.7%	4.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,679	-120	$4,843,274	+3.1%	3.27%
WMT	Walmart Inc. Consumer Defensive	Reduced	32,751	-882	$3,709,378	−11.3%	2.50%
AFL	Aflac Inc Financial Services	Reduced	31,197	-1,852	$3,657,848	+0.9%	2.47%
MSFT	Microsoft Corp Technology	Reduced	9,638	-750	$3,595,166	−6.5%	2.42%
CINF	Cincinnati Financial Corp Financial Services	Reduced	18,238	-1,105	$3,376,583	+10.9%	2.28%
LIN	Linde PLC Basic Materials	Reduced	6,369	-300	$3,305,128	−0.0%	2.23%
SHW	Sherwin Williams Co Basic Materials	Reduced	9,482	-466	$3,264,842	+2.4%	2.20%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,465	-361	$3,209,248	+11.4%	2.16%
ATO	Atmos Energy Corp Utilities	Reduced	18,181	-1,286	$3,132,040	−12.9%	2.11%
NEE	Nextera Energy Inc Utilities	Reduced	34,846	-3,848	$3,058,433	−14.9%	2.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,498	-2,974	$3,036,930	−7.9%	2.05%
NDSN	Nordson Corp Industrials	Reduced	10,038	-665	$3,028,364	+6.3%	2.04%
CTAS	Cintas Corp Industrials	Reduced	17,779	-634	$3,023,852	−2.9%	2.04%
GWW	W.W. Grainger, Inc. Industrials	Reduced	2,098	-65	$2,854,119	+21.0%	1.92%
JKHY	Jack Henry & Associates Inc Technology	Held	20,640	0	$2,842,953	−12.8%	1.92%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	12,418	-681	$2,738,044	−11.5%	1.85%
FAST	Fastenal Co Industrials	Reduced	55,100	-3,686	$2,646,453	−3.0%	1.78%
AVGO	Broadcom Inc. Technology	Added	6,764	+223	$2,555,101	+26.2%	1.72%
ADP	Automatic Data Processing Inc Technology	Reduced	10,999	-156	$2,463,226	+8.7%	1.66%
MU	Micron Technology Inc Technology	Added	2,006	+208	$2,315,505	+281.2%	1.56%
ECL	Ecolab Inc. Basic Materials	Reduced	7,886	-118	$2,197,118	+3.2%	1.48%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	7,847	-465	$2,121,122	−17.9%	1.43%
BRO	Brown & Brown, Inc. Financial Services	Reduced	32,531	-4,443	$2,086,863	−13.4%	1.41%
NUE	Nucor Corp Basic Materials	NEW	9,023	NEW	$2,009,873	NEW	1.35%
ABT	Abbott Laboratories Healthcare	Reduced	21,360	-1,644	$1,938,206	−17.9%	1.31%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,510	+92	$1,896,906	+15.5%	1.28%
AMD	Advanced Micro Devices Inc Technology	Added	3,235	+545	$1,879,243	+243.4%	1.27%
ITW	Illinois Tool Works Inc Industrials	NEW	6,898	NEW	$1,865,702	NEW	1.26%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,533	-150	$1,811,116	+8.3%	1.22%
ROP	Roper Technologies Inc Technology	Reduced	5,269	-313	$1,782,976	−9.7%	1.20%
PLTR	Palantir Technologies Inc. Technology	Added	14,231	+1,008	$1,660,330	−14.2%	1.12%
ERIE	Erie Indemnity Co Financial Services	NEW	6,560	NEW	$1,572,760	NEW	1.06%
ABBV	AbbVie Inc. Healthcare	Reduced	5,382	-412	$1,354,326	+7.5%	0.91%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,568	+83	$1,226,399	+46.0%	0.83%
META	Meta Platforms, Inc. Communication Services	Reduced	2,028	-274	$1,142,352	−13.3%	0.77%
LLY	ELI LILLY & Co Healthcare	Added	844	+63	$1,012,319	+40.9%	0.68%
TMUS	T-Mobile US, Inc. Communication Services	Added	5,962	+428	$1,000,006	−14.0%	0.67%
SPGI	S&P Global Inc. Financial Services	Reduced	2,384	-4,039	$918,550	−66.4%	0.62%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	10,192	0	$883,136	+10.2%	0.60%
GEV	GE Vernova Inc. Industrials	Added	719	+58	$844,724	+46.4%	0.57%
QQQ	Invesco Qqq Trust, Series 1	Added	1,095	+492	$806,358	+131.7%	0.54%
JNJ	Johnson & Johnson Healthcare	Reduced	3,070	-33	$779,687	+2.8%	0.53%
ASML	Asml Holding NV Technology	Added	323	+32	$642,589	+67.2%	0.43%
AXP	American Express Co Financial Services	Added	1,863	+8	$630,159	+12.3%	0.42%
IBM	International Business Machines Corp Technology	Reduced	2,181	-1,002	$613,319	−20.5%	0.41%
V	Visa Inc. Financial Services	Added	1,756	+46	$602,466	+16.6%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.