Legacy Financial Advisors, Inc.
Filing Date
Global Rank
#2,680
/ 8,232
▲ 147
Top Industry
Semiconductors
9.7%
3Y Alpha vs SPY
-3.4%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.8%
SPY
+76.3%
Annualised alpha
-3.4%
Max drawdown
−17.9%
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
342 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.4%
−0.5 pts
Top 5
19.9%
−1.6 pts
Top 10
29.6%
−2.7 pts
HHI
134
Diversified−17
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.4% | $107,827,292 |
| Financial Services | 17.7% | $69,804,448 |
| Industrials | 10.5% | $41,292,228 |
| Consumer Cyclical | 9.4% | $37,130,833 |
| Healthcare | 8.5% | $33,606,965 |
| Consumer Defensive | 7.5% | $29,720,808 |
| Communication Services | 7.2% | $28,204,682 |
| Energy | 5.2% | $20,414,977 |
| Basic Materials | 2.3% | $9,024,278 |
| Utilities | 2.1% | $8,373,086 |
| Unclassified | 2.0% | $8,031,749 |
| Real Estate | 0.1% | $556,334 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +10,513 | 50,521 | $4,857,594 | |
| INTC | Intel Corp | +8,738 | 30,587 | $1,349,804 | |
| NVDA | Nvidia Corp | +8,427 | 122,808 | $21,417,715 | |
| PFE | Pfizer Inc | +7,141 | 39,821 | $1,118,173 | |
| PCG | PG&E Corp | +5,930 | 35,144 | $617,480 | |
| SYF | Synchrony Financial | +5,704 | 8,813 | $599,460 | |
| VZ | Verizon Communications Inc | +5,277 | 24,679 | $1,238,885 | |
| DOW | Dow Inc. | +5,192 | 16,061 | $668,940 | |
| PG | PROCTER & GAMBLE Co | +5,075 | 86,820 | $12,540,280 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +4,879 | 6,537 | $1,133,842 | |
| CMCSA | Comcast Corp | +4,656 | 33,840 | $971,546 | |
| IBRX | ImmunityBio, Inc. | +4,000 | 80,650 | $618,585 | |
| T | At&T Inc. | +3,686 | 35,410 | $1,026,535 | |
| CSCO | Cisco Systems, Inc. | +3,577 | 32,159 | $2,495,216 | |
| CSX | Csx Corp | +3,432 | 11,916 | $489,151 | |
| ALLY | Ally Financial Inc. | +2,860 | 26,433 | $1,036,966 | |
| ACN | Accenture plc | +2,735 | 4,980 | $987,484 | |
| HPQ | Hp Inc | +2,461 | 22,520 | $432,609 | |
| PNFP | Pinnacle Financial Partners, Inc. | +2,211 | 6,494 | $559,393 | |
| ABNB | Airbnb, Inc. | +2,186 | 13,379 | $1,689,500 | |
| BMY | Bristol Myers Squibb Co | +2,072 | 27,158 | $1,647,132 | |
| LRCX | Lam Research Corp | +2,025 | 9,189 | $1,963,321 | |
| VTRS | Viatris Inc | +2,019 | 13,024 | $175,954 | |
| B | Barrick Mining Corp | +1,968 | 10,537 | $429,804 | |
| FISV | Fiserv Inc | +1,892 | 23,471 | $1,309,681 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CLSK | Cleanspark, Inc. | −25,385 | 37,222 | $316,759 | |
| WBD | Warner Bros. Discovery, Inc. | −21,866 | 23,218 | $637,566 | |
| ADT | ADT Inc. | −11,492 | 10,943 | $71,895 | |
| OCC | Optical Cable Corp | −10,000 | 33,393 | $275,492 | |
| NOW | ServiceNow, Inc. | −5,997 | 6,682 | $698,603 | |
| CNH | CNH Industrial N.V. | −5,801 | 39,017 | $429,187 | |
| NU | Nu Holdings Ltd. | −3,485 | 10,542 | $151,488 | |
| KDP | Keurig Dr Pepper Inc. | −3,089 | 43,865 | $1,154,965 | |
| ZM | Zoom Communications, Inc. | −2,701 | 5,674 | $456,132 | |
| BAC | Bank Of America Corp /De/ | −2,529 | 54,799 | $2,671,451 | |
| COP | Conocophillips | −2,355 | 17,908 | $2,363,856 | |
| PSX | Phillips 66 | −2,210 | 8,545 | $1,556,728 | |
| QCOM | Qualcomm Inc/De | −2,050 | 7,415 | $954,903 | |
| COF | Capital One Financial Corp | −1,741 | 7,914 | $1,443,751 | |
| ABT | Abbott Laboratories | −1,738 | 7,364 | $756,061 | |
| GM | General Motors Co | −1,704 | 15,043 | $1,120,703 | |
| CRBG | Corebridge Financial, Inc. | −1,642 | 12,007 | $286,487 | |
| AAPL | Apple Inc. | −1,455 | 84,578 | $21,465,050 | |
| AMRZ | Amrize Ltd | −1,452 | 10,128 | $567,370 | |
| DIS | Walt Disney Co | −1,433 | 12,861 | $1,239,543 | |
| MDT | Medtronic plc | −1,429 | 5,598 | $485,066 | |
| SCHW | Schwab Charles Corp | −1,295 | 13,853 | $1,301,904 | |
| PYPL | PayPal Holdings, Inc. | −1,285 | 9,601 | $434,253 | |
| SLB | Slb Limited/Nv | −1,251 | 5,411 | $278,071 | |
| DB | Deutsche Bank Aktiengesellschaft | −1,230 | 6,898 | $205,422 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RJF | Raymond James Financial Inc | 3,787 | $548,319 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 6,574 | $427,901 | |
| GLW | Corning Inc /Ny | 2,458 | $334,214 | |
| OXY | Occidental Petroleum Corp /De/ | 4,744 | $308,360 | |
| TER | Teradyne, Inc | 1,035 | $306,836 | |
| OMC | Omnicom Group Inc. | 3,961 | $298,302 | |
| SNDK | Sandisk Corp | 469 | $297,974 | |
| KKR | KKR & Co. Inc. | 2,816 | $260,480 | |
| EME | EMCOR Group, Inc. | 350 | $258,408 | |
| VRT | Vertiv Holdings Co | 1,006 | $252,083 | |
| RSG | Republic Services, Inc. | 1,135 | $248,587 | |
| LHX | L3harris Technologies, Inc. /De/ | 698 | $240,914 | |
| JCI | Johnson Controls International plc | 1,835 | $240,293 | |
| LITE | Lumentum Holdings Inc. | 339 | $238,235 | |
| BURL | Burlington Stores, Inc. | 720 | $234,273 | |
| GNRC | Generac Holdings Inc. | 1,194 | $233,224 | |
| FNV | FRANCO NEVADA Corp | 944 | $233,215 | |
| MCHP | Microchip Technology Inc | 3,579 | $231,239 | |
| CL | Colgate Palmolive Co | 2,701 | $230,206 | |
| AKAM | Akamai Technologies Inc | 1,988 | $228,321 | |
| HP | Helmerich & Payne, Inc. | 6,148 | $221,512 | |
| DVN | Devon Energy Corp/De | 4,369 | $219,848 | |
| SRE | Sempra | 2,248 | $218,438 | |
| HAS | Hasbro, Inc. | 2,320 | $217,152 | |
| ITW | Illinois Tool Works Inc | 834 | $217,081 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EXPE | Expedia Group, Inc. | 1,945 | $551,037 | |
| TEAM | Atlassian Corp | 2,759 | $447,344 | |
| STE | STERIS plc | 1,359 | $344,533 | |
| APA | APA Corp | 13,481 | $329,745 | |
| THC | Tenet Healthcare Corp | 1,526 | $303,246 | |
| MEDP | Medpace Holdings, Inc. | 516 | $289,811 | |
| TTWO | Take Two Interactive Software Inc | 1,094 | $280,096 | |
| LVS | Las Vegas Sands Corp | 4,097 | $266,673 | |
| WCN | Waste Connections, Inc. | 1,475 | $258,656 | |
| APP | AppLovin Corp | 369 | $248,639 | |
| ESTC | Elastic N.V. | 3,078 | $232,204 | |
| NXPI | NXP Semiconductors N.V. | 1,030 | $223,571 | |
| EXEL | Exelixis, Inc. | 5,077 | $222,524 | |
| TDG | TransDigm Group INC | 167 | $222,084 | |
| DASH | DoorDash, Inc. | 974 | $220,591 | |
| WHR | Whirlpool Corp /De/ | 3,032 | $218,728 | |
| WDAY | Workday, Inc. | 1,017 | $218,431 | |
| TPB | Turning Point Brands, Inc. | 2,004 | $217,233 | |
| AJG | Arthur J. Gallagher & Co. | 821 | $212,466 | |
| MFC | Manulife Financial Corp | 5,735 | $208,065 | |
| No positions match the current search. | ||||
342 positions ·
$393,987,680 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 342 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 84,578 | $21,465,050 | 5.45% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 122,808 | $21,417,715 | 5.44% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 35,072 | $12,982,602 | 3.30% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 86,820 | $12,540,280 | 3.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 33,895 | $9,970,553 | 2.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 34,511 | $9,923,983 | 2.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 46,587 | $9,702,674 | 2.46% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 11,493 | $6,575,490 | 1.67% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 19,348 | $5,988,399 | 1.52% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 16,017 | $5,954,319 | 1.51% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 50,521 | $4,857,594 | 1.23% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 23,805 | $4,038,756 | 1.03% | |
| V |
Visa Inc.
Financial Services
|
Added | 13,332 | $4,029,463 | 1.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 31,475 | $3,911,713 | 0.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 15,151 | $3,703,510 | 0.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,623 | $3,652,941 | 0.93% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 28,111 | $3,381,472 | 0.86% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 16,025 | $3,334,642 | 0.85% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 71,425 | $3,318,405 | 0.84% | |
| MU |
Micron Technology Inc
Technology
|
Added | 9,394 | $3,173,668 | 0.81% | |
| ORCL |
Oracle Corp
Technology
|
Added | 20,208 | $2,972,798 | 0.75% | |
| CVX |
Chevron Corp
Energy
|
Added | 14,214 | $2,940,876 | 0.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,184 | $2,928,547 | 0.74% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 54,799 | $2,671,451 | 0.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,037 | $2,625,422 | 0.67% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 32,159 | $2,495,216 | 0.63% | |
| COP |
Conocophillips
Energy
|
Reduced | 17,908 | $2,363,856 | 0.60% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 6,709 | $2,293,069 | 0.58% | |
| GE |
General Electric Co
Industrials
|
Added | 8,038 | $2,280,943 | 0.58% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 2,534 | $2,211,928 | 0.56% | |
| C |
Citigroup Inc
Financial Services
|
Added | 19,065 | $2,162,161 | 0.55% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 14,637 | $2,141,100 | 0.54% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 11,379 | $2,124,117 | 0.54% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 27,828 | $2,116,319 | 0.54% | |
| HLMN |
Hillman Solutions Corp.
Industrials
|
Held | 252,500 | $2,100,800 | 0.53% | |
| BA |
Boeing Co
Industrials
|
Added | 10,211 | $2,032,295 | 0.52% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,799 | $1,982,979 | 0.50% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 9,093 | $1,977,636 | 0.50% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 9,683 | $1,969,812 | 0.50% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 9,189 | $1,963,321 | 0.50% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,817 | $1,913,153 | 0.49% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,909 | $1,902,184 | 0.48% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 3,774 | $1,885,716 | 0.48% | |
| USB |
US Bancorp De
Financial Services
|
Added | 36,113 | $1,878,237 | 0.48% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 5,789 | $1,799,163 | 0.46% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 11,138 | $1,778,738 | 0.45% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 7,329 | $1,778,161 | 0.45% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 21,944 | $1,746,961 | 0.44% | |
| SNA |
Snap-on Inc
Industrials
|
Reduced | 4,679 | $1,699,506 | 0.43% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Added | 13,379 | $1,689,500 | 0.43% |