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Equibles

Legacy Financial Advisors, Inc.

Location
COVINGTON, KY
Portfolio Value
Micro $29,720,808
Diversification
Diversified
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 SPY

Hypothetical 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, 2025
Top Position
5.4%
−0.5 pts
Top 5
19.9%
−1.6 pts
Top 10
29.6%
−2.7 pts
HHI
134
Jun 2023 → Mar 2026 · range 134 – 200
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 CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
NFLX +10,513 50,521 $4,857,594
INTC +8,738 30,587 $1,349,804
NVDA +8,427 122,808 $21,417,715
PFE +7,141 39,821 $1,118,173
PCG +5,930 35,144 $617,480
SYF +5,704 8,813 $599,460
VZ +5,277 24,679 $1,238,885
DOW +5,192 16,061 $668,940
PG +5,075 86,820 $12,540,280
MRSH +4,879 6,537 $1,133,842
CMCSA +4,656 33,840 $971,546
IBRX +4,000 80,650 $618,585
T +3,686 35,410 $1,026,535
CSCO +3,577 32,159 $2,495,216
CSX +3,432 11,916 $489,151
ALLY +2,860 26,433 $1,036,966
ACN +2,735 4,980 $987,484
HPQ +2,461 22,520 $432,609
PNFP +2,211 6,494 $559,393
ABNB +2,186 13,379 $1,689,500
BMY +2,072 27,158 $1,647,132
LRCX +2,025 9,189 $1,963,321
VTRS +2,019 13,024 $175,954
B +1,968 10,537 $429,804
FISV +1,892 23,471 $1,309,681

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
CLSK −25,385 37,222 $316,759
WBD −21,866 23,218 $637,566
ADT −11,492 10,943 $71,895
OCC −10,000 33,393 $275,492
NOW −5,997 6,682 $698,603
CNH −5,801 39,017 $429,187
NU −3,485 10,542 $151,488
KDP −3,089 43,865 $1,154,965
ZM −2,701 5,674 $456,132
BAC −2,529 54,799 $2,671,451
COP −2,355 17,908 $2,363,856
PSX −2,210 8,545 $1,556,728
QCOM −2,050 7,415 $954,903
COF −1,741 7,914 $1,443,751
ABT −1,738 7,364 $756,061
GM −1,704 15,043 $1,120,703
CRBG −1,642 12,007 $286,487
AAPL −1,455 84,578 $21,465,050
AMRZ −1,452 10,128 $567,370
DIS −1,433 12,861 $1,239,543
MDT −1,429 5,598 $485,066
SCHW −1,295 13,853 $1,301,904
PYPL −1,285 9,601 $434,253
SLB −1,251 5,411 $278,071
DB −1,230 6,898 $205,422

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
RJF 3,787 $548,319
SUNB 6,574 $427,901
GLW 2,458 $334,214
OXY 4,744 $308,360
TER 1,035 $306,836
OMC 3,961 $298,302
SNDK 469 $297,974
KKR 2,816 $260,480
EME 350 $258,408
VRT 1,006 $252,083
RSG 1,135 $248,587
LHX 698 $240,914
JCI 1,835 $240,293
LITE 339 $238,235
BURL 720 $234,273
GNRC 1,194 $233,224
FNV 944 $233,215
MCHP 3,579 $231,239
CL 2,701 $230,206
AKAM 1,988 $228,321
HP 6,148 $221,512
DVN 4,369 $219,848
SRE 2,248 $218,438
HAS 2,320 $217,152
ITW 834 $217,081

Sold Out

Positions the filer fully exited
20 positions
Ticker Shares Value Open
EXPE 1,945 $551,037
TEAM 2,759 $447,344
STE 1,359 $344,533
APA 13,481 $329,745
THC 1,526 $303,246
MEDP 516 $289,811
TTWO 1,094 $280,096
LVS 4,097 $266,673
WCN 1,475 $258,656
APP 369 $248,639
ESTC 3,078 $232,204
NXPI 1,030 $223,571
EXEL 5,077 $222,524
TDG 167 $222,084
DASH 974 $220,591
WHR 3,032 $218,728
WDAY 1,017 $218,431
TPB 2,004 $217,233
AJG 821 $212,466
MFC 5,735 $208,065

Portfolio Positions

Export CSV View 13F filing
18 positions · $29,720,808 total · Consumer Defensive only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
PG
PROCTER & GAMBLE Co
Consumer Defensive 		86,820 $12,540,280 42.19%
WMT
Walmart Inc.
Consumer Defensive 		31,475 $3,911,713 13.16%
KO
Coca Cola Co
Consumer Defensive 		27,828 $2,116,319 7.12%
COST
Costco Wholesale Corp /New
Consumer Defensive 		1,909 $1,902,184 6.40%
PM
Philip Morris International Inc.
Consumer Defensive 		9,981 $1,650,258 5.55%
PEP
Pepsico Inc
Consumer Defensive 		8,668 $1,346,053 4.53%
KDP
Keurig Dr Pepper Inc.
Consumer Defensive 		43,865 $1,154,965 3.89%
MNST
Monster Beverage Corp
Consumer Defensive 		15,033 $1,089,291 3.67%
TGT
Target Corp
Consumer Defensive 		5,096 $617,635 2.08%
MO
Altria Group, Inc.
Consumer Defensive 		9,342 $616,478 2.07%
KR
Kroger Co
Consumer Defensive 		7,553 $546,535 1.84%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		6,251 $454,385 1.53%
STZ
Constellation Brands, Inc.
Consumer Defensive 		2,917 $437,550 1.47%
CAG
Conagra Brands Inc.
Consumer Defensive 		21,077 $331,330 1.11%
TSN
Tyson Foods, Inc.
Consumer Defensive 		4,473 $286,585 0.96%
DG
Dollar General Corp
Consumer Defensive 		2,229 $264,649 0.89%
CL
Colgate Palmolive Co
Consumer Defensive 		2,701 $230,206 0.77%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		3,893 $224,392 0.75%

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