Legacy Financial Strategies, LLC

CIK

1723925

Location

OVERLAND PARK, KS

Portfolio Value

Small $136,120,311

Diversification

Diversified

Filing Date

Global Rank

#5,039 / 8,603 ▲ 66 · as of Mar 2026

Top Industry

Semiconductors 10.4%

3Y Alpha vs SPY

-7.5%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.7%

SPY

+76.5%

Annualised alpha

-7.8%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

89 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

−0.1 pts

Top 5

24.0%

−0.3 pts

Top 10

37.8%

+0.5 pts

HHI

255

Diversified−4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.1%	$36,833,764	17
Industrials	16.3%	$22,169,439	13
Financial Services	14.8%	$20,094,552	11
Consumer Cyclical	8.2%	$11,215,203	7
Basic Materials	6.6%	$9,026,316	4
Utilities	6.1%	$8,357,551	5
Consumer Defensive	5.6%	$7,621,974	8
Unclassified	5.2%	$7,131,341	5
Communication Services	4.2%	$5,708,442	6
Healthcare	4.0%	$5,392,728	5
Energy	1.6%	$2,152,180	5
Real Estate	0.3%	$416,821	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMC	Amc Entertainment Holdings, Inc.	+19,468	29,694	$29,100
MCD	Mcdonalds Corp	+6,900	8,312	$2,583,286
CAT	Caterpillar Inc	+3,275	6,875	$4,870,662
BRO	Brown & Brown, Inc.	+2,762	36,974	$2,411,074
IBIT	iShares Bitcoin Trust ETF	+825	6,202	$238,280
MU	Micron Technology Inc	+700	1,798	$607,436
NVDA	Nvidia Corp	+696	54,128	$9,439,923
NFLX	Netflix Inc	+695	4,039	$388,349
T	At&T Inc.	+528	13,635	$395,278
MSFT	Microsoft Corp	+427	10,388	$3,845,325
GOOGL	Alphabet Inc.	+375	8,403	$2,416,366
META	Meta Platforms, Inc.	+243	2,302	$1,317,043
GLD	Spdr Gold Trust	+180	1,443	$620,908
TSLA	Tesla, Inc.	+176	4,418	$1,642,391
QQQ	Invesco Qqq Trust, Series 1	+173	603	$348,039
CVX	Chevron Corp	+172	2,007	$415,248
WMB	Williams Companies, Inc.	+149	7,844	$570,886
PLTR	Palantir Technologies Inc.	+147	13,223	$1,934,260
GEV	GE Vernova Inc.	+145	661	$576,986
COP	Conocophillips	+114	2,565	$338,580
ORLY	O Reilly Automotive Inc	+98	3,556	$328,254
COST	Costco Wholesale Corp /New	+86	489	$487,254
PG	PROCTER & GAMBLE Co	+85	1,962	$283,391
JNJ	Johnson & Johnson	+80	3,103	$758,497
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+69	2,485	$839,805
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ADM	Archer-Daniels-Midland Co	−33,033	2,819	$204,913
AOS	Smith A O Corp	−29,480	8,480	$559,171
EXPD	Expeditors International Of Washington Inc	−4,317	16,153	$2,313,594
WMT	Walmart Inc.	−2,602	33,633	$4,179,909
NEE	Nextera Energy Inc	−2,329	38,694	$3,593,898
ARI	Apollo Commercial Real Estate Finance, Inc.	−1,500	10,200	$107,712
ABT	Abbott Laboratories	−1,180	23,004	$2,361,820
CINF	Cincinnati Financial Corp	−1,006	19,343	$3,043,621
FAST	Fastenal Co	−951	58,786	$2,727,670
AFL	Aflac Inc	−889	33,049	$3,625,805
ADP	Automatic Data Processing Inc	−649	11,155	$2,266,472
ATO	Atmos Energy Corp	−649	19,467	$3,595,944
NDSN	Nordson Corp	−624	10,703	$2,847,640
LOW	Lowes Companies Inc	−608	13,099	$3,095,031
PANW	Palo Alto Networks Inc	−594	1,829	$293,225
AVGO	Broadcom Inc.	−499	6,541	$2,024,504
SPGI	S&P Global Inc.	−353	6,423	$2,584,634
AAPL	Apple Inc.	−350	31,737	$8,054,533
CRWD	CrowdStrike Holdings, Inc.	−289	2,512	$245,177
V	Visa Inc.	−199	1,710	$516,830
LIN	Linde PLC	−173	6,669	$3,306,223
BRK-B	Berkshire Hathaway Inc	−147	9,799	$4,695,680
SHW	Sherwin Williams Co	−143	9,948	$3,188,831
SO	Southern Co	−132	5,938	$573,135
APD	Air Products & Chemicals, Inc.	−131	1,384	$402,038
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
ECL	Ecolab Inc.	8,004	$2,129,224
USAC	USA Compression Partners, LP	16,000	$433,920
ABR	Arbor Realty Trust Inc	17,800	$137,238
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
TROW	Price T Rowe Group Inc	17,573	$1,799,123
ANET	Arista Networks, Inc.	1,854	$242,929
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 positions · $136,120,311 total · as of Mar 31, 2026

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

Showing 1–50 of 89 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	54,128	+696	$9,439,923	−5.3%	6.93%
AAPL	Apple Inc. Technology	Reduced	31,737	-350	$8,054,533	−7.7%	5.92%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,563	-87	$5,568,861	−5.6%	4.09%
CAT	Caterpillar Inc Industrials	Added	6,875	+3,275	$4,870,662	+136.2%	3.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,799	-147	$4,695,680	−6.1%	3.45%
WMT	Walmart Inc. Consumer Defensive	Reduced	33,633	-2,602	$4,179,909	+3.5%	3.07%
MSFT	Microsoft Corp Technology	Added	10,388	+427	$3,845,325	−20.2%	2.82%
AFL	Aflac Inc Financial Services	Reduced	33,049	-889	$3,625,805	−3.1%	2.66%
ATO	Atmos Energy Corp Utilities	Reduced	19,467	-649	$3,595,944	+6.6%	2.64%
NEE	Nextera Energy Inc Utilities	Reduced	38,694	-2,329	$3,593,898	+9.1%	2.64%
LIN	Linde PLC Basic Materials	Reduced	6,669	-173	$3,306,223	+13.3%	2.43%
JKHY	Jack Henry & Associates Inc Technology	Held	20,640	0	$3,261,945	−13.4%	2.40%
SHW	Sherwin Williams Co Basic Materials	Reduced	9,948	-143	$3,188,831	−2.5%	2.34%
CTAS	Cintas Corp Industrials	Added	18,413	+12	$3,114,374	−10.0%	2.29%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	13,099	-608	$3,095,031	−6.4%	2.27%
CINF	Cincinnati Financial Corp Financial Services	Reduced	19,343	-1,006	$3,043,621	−8.4%	2.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,826	+18	$2,879,541	−9.7%	2.12%
NDSN	Nordson Corp Industrials	Reduced	10,703	-624	$2,847,640	+4.6%	2.09%
FAST	Fastenal Co Industrials	Reduced	58,786	-951	$2,727,670	+13.8%	2.00%
SPGI	S&P Global Inc. Financial Services	Reduced	6,423	-353	$2,584,634	−22.8%	1.90%
MCD	Mcdonalds Corp Consumer Cyclical	Added	8,312	+6,900	$2,583,286	+498.6%	1.90%
GOOGL	Alphabet Inc. Communication Services	Added	8,403	+375	$2,416,366	−3.8%	1.78%
BRO	Brown & Brown, Inc. Financial Services	Added	36,974	+2,762	$2,411,074	−11.6%	1.77%
ABT	Abbott Laboratories Healthcare	Reduced	23,004	-1,180	$2,361,820	−22.1%	1.74%
GWW	W.W. Grainger, Inc. Industrials	Added	2,163	+44	$2,359,422	+10.3%	1.73%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	16,153	-4,317	$2,313,594	−24.2%	1.70%
ADP	Automatic Data Processing Inc Technology	Reduced	11,155	-649	$2,266,472	−25.4%	1.67%
ECL	Ecolab Inc. Basic Materials	NEW	8,004	NEW	$2,129,224	NEW	1.56%
AVGO	Broadcom Inc. Technology	Reduced	6,541	-499	$2,024,504	−16.9%	1.49%
ROP	Roper Technologies Inc Technology	Reduced	5,582	-49	$1,975,246	−21.2%	1.45%
PLTR	Palantir Technologies Inc. Technology	Added	13,223	+147	$1,934,260	−16.8%	1.42%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,683	-16	$1,671,711	−9.0%	1.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,418	+176	$1,642,391	−13.9%	1.21%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	32,448	-22	$1,636,677	−26.0%	1.20%
META	Meta Platforms, Inc. Communication Services	Added	2,302	+243	$1,317,043	−3.1%	0.97%
ABBV	AbbVie Inc. Healthcare	Reduced	5,794	-103	$1,260,137	−6.5%	0.93%
HON	Honeywell International Inc Industrials	Reduced	4,905	-3	$1,162,744	+15.8%	0.85%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	5,534	-37	$1,162,306	+2.8%	0.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,485	+69	$839,805	+14.4%	0.62%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	10,192	0	$801,702	+6.8%	0.59%
IBM	International Business Machines Corp Technology	Added	3,183	+56	$771,527	−16.7%	0.57%
JNJ	Johnson & Johnson Healthcare	Added	3,103	+80	$758,497	+21.2%	0.56%
LLY	ELI LILLY & Co Healthcare	Added	781	+18	$718,340	−12.4%	0.53%
GLD	Spdr Gold Trust	Added	1,443	+180	$620,908	+24.0%	0.46%
MU	Micron Technology Inc Technology	Added	1,798	+700	$607,436	+93.8%	0.45%
GEV	GE Vernova Inc. Industrials	Added	661	+145	$576,986	+71.1%	0.42%
SO	Southern Co Utilities	Reduced	5,938	-132	$573,135	+8.3%	0.42%
WMB	Williams Companies, Inc. Energy	Added	7,844	+149	$570,886	+23.4%	0.42%
AXP	American Express Co Financial Services	Reduced	1,855	-38	$561,100	−19.9%	0.41%
AOS	Smith A O Corp Industrials	Reduced	8,480	-29,480	$559,171	−78.0%	0.41%