My Legacy Advisors, LLC

CIK

1767802

Location

BEND, OR

Portfolio Value

Micro $10,331,975

Diversification

Diversified

Filing Date

Global Rank

#4,832 / 7,991 ▼ 116

Top Industry

Software - Infrastructure 8.6%

3Y Alpha vs SPY

-5.6%

Period ended 12 months ago

Filed Jul 11, 2025 · 11mo

14 quarters · since Mar 2022

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

+54.0%

SPY

+77.5%

Annualised alpha

-5.6%

Max drawdown

−15.1%

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

123 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

7.2%

+0.7 pts

Top 5

24.0%

+3.1 pts

Top 10

34.2%

+3.2 pts

HHI

201

Diversified+25

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	25.2%	$34,402,684	21
Financial Services	19.1%	$26,082,517	24
Consumer Cyclical	10.4%	$14,134,443	11
Consumer Defensive	8.2%	$11,162,434	10
Utilities	8.0%	$10,928,397	14
Communication Services	7.9%	$10,786,922	7
Industrials	7.6%	$10,331,975	10
Healthcare	6.8%	$9,269,525	12
Energy	3.2%	$4,361,403	7
Real Estate	1.8%	$2,440,089	3
Unclassified	1.0%	$1,340,333	2
Basic Materials	0.9%	$1,193,127	2

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+12,951	25,278	$612,738
F	Ford Motor Co	+6,637	53,452	$579,954
TFC	Truist Financial Corp	+4,980	20,465	$879,790
RF	Regions Financial Corp	+4,474	32,785	$771,103
PECO	Phillips Edison & Company, Inc.	+2,514	47,367	$1,659,266
CSX	Csx Corp	+2,280	19,302	$629,824
XEL	Xcel Energy Inc	+2,233	6,346	$432,162
NVDA	Nvidia Corp	+2,190	38,703	$6,114,686
HPQ	Hp Inc	+1,577	13,022	$318,518
GOOGL	Alphabet Inc.	+1,304	22,216	$3,915,125
BAC	Bank Of America Corp /De/	+1,180	13,186	$623,961
BBY	Best Buy Co Inc	+1,137	4,505	$302,420
MO	Altria Group, Inc.	+1,129	18,454	$1,081,958
T	At&T Inc.	+1,128	50,192	$1,452,556
SLB	Slb Limited/Nv	+1,062	7,256	$245,252
USB	US Bancorp De	+995	18,764	$849,071
AAPL	Apple Inc.	+930	39,178	$8,038,150
CVX	Chevron Corp	+821	7,125	$1,020,228
KMB	Kimberly Clark Corp	+780	2,842	$366,390
NEE	Nextera Energy Inc	+742	14,667	$1,018,183
FE	Firstenergy Corp	+711	18,861	$759,343
VZ	Verizon Communications Inc	+654	25,793	$1,116,063
NI	Nisource Inc.	+642	22,487	$907,125
AVGO	Broadcom Inc.	+608	4,992	$1,376,044
BROS	Dutch Bros Inc.	+580	5,031	$343,969
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PKST	Peakstone Realty Trust	−9,183	15,297	$202,073
DIS	Walt Disney Co	−8,824	2,649	$328,502
BUD	Anheuser-Busch InBev SA/NV	−6,889	5,774	$396,789
XOM	Exxon Mobil Corp	−5,719	2,101	$226,487
IAU	Ishares Gold Trust	−3,299	10,059	$627,279
GLDM	World Gold Trust	−2,911	10,883	$713,054
UNH	Unitedhealth Group Inc	−1,232	3,474	$1,083,783
SRE	Sempra	−1,032	7,380	$559,182
ASML	Asml Holding NV	−1,024	689	$552,157
O	Realty Income Corp	−924	10,046	$578,750
GIS	General Mills Inc	−621	9,491	$491,728
PEP	Pepsico Inc	−572	6,101	$805,576
EMR	Emerson Electric Co	−565	2,285	$304,659
ADBE	Adobe Inc.	−488	2,314	$895,240
MPC	Marathon Petroleum Corp	−415	1,463	$243,018
DTE	Dte Energy Co	−224	3,908	$517,653
CFG	Citizens Financial Group Inc/Ri	−205	23,983	$1,073,239
ACN	Accenture plc	−197	745	$222,673
OMF	OneMain Holdings, Inc.	−193	4,417	$251,769
CINF	Cincinnati Financial Corp	−171	7,633	$1,136,706
HIG	Hartford Insurance Group, Inc.	−140	6,547	$830,617
STX	Seagate Technology Holdings plc	−116	3,063	$442,082
CME	Cme Group Inc.	−101	2,283	$629,240
UNM	Unum Group	−100	7,606	$614,260
WMB	Williams Companies, Inc.	−99	25,668	$1,612,207
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	1,130	$614,053
ORCL	Oracle Corp	2,674	$584,616
SYK	Stryker Corp	1,363	$539,243
INTC	Intel Corp	21,218	$475,283
AMD	Advanced Micro Devices Inc	3,070	$435,633
PANW	Palo Alto Networks Inc	1,804	$369,170
UPS	United Parcel Service Inc	3,460	$349,252
GILD	Gilead Sciences, Inc.	3,143	$348,464
PRU	Prudential Financial Inc	2,893	$310,823
EIX	Edison International	4,994	$257,690
CB	Chubb Ltd	867	$251,187
INTU	Intuit Inc.	304	$239,439
VLO	Valero Energy Corp/Tx	1,634	$219,642
CSCO	Cisco Systems, Inc.	3,025	$209,874
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
AMGN	Amgen Inc	3,035	$945,554
AMT	American Tower Corp /Ma/	3,174	$690,662
AWK	American Water Works Company, Inc.	4,209	$620,911
ZTS	Zoetis Inc.	3,516	$578,909
NXPI	NXP Semiconductors N.V.	3,016	$573,220
LYB	LyondellBasell Industries N.V.	7,106	$500,262
NVO	Novo Nordisk A S	6,463	$448,790
GPC	Genuine Parts Co	3,409	$406,148
PFG	Principal Financial Group Inc	4,480	$377,977
BNY	Bank of New York Mellon Corp	4,366	$366,176
WSO	Watsco Inc	693	$352,251
LAZ	Lazard, Inc.	5,666	$245,337
AZO	Autozone Inc	55	$209,702
WEN	Wendy's Co	12,060	$176,437
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $10,331,975 total · Industrials only · as of Jun 30, 2025

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TT	Trane Technologies plc Industrials	Added	5,796	+110	$2,535,228	+32.3%	24.54%
CTAS	Cintas Corp Industrials	Added	10,164	+100	$2,265,250	+9.5%	21.92%
PWR	Quanta Services, Inc. Industrials	Reduced	4,301	-4	$1,626,122	+48.6%	15.74%
PH	Parker-Hannifin Corp Industrials	Added	1,379	+54	$963,190	+19.6%	9.32%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	1,423	-1	$711,471	−2.4%	6.89%
LMT	Lockheed Martin Corp Industrials	Reduced	1,525	-56	$706,288	+0.0%	6.84%
CSX	Csx Corp Industrials	Added	19,302	+2,280	$629,824	+25.7%	6.10%
UPS	United Parcel Service Inc Industrials	NEW	3,460	NEW	$349,252	NEW	3.38%
EMR	Emerson Electric Co Industrials	Reduced	2,285	-565	$304,659	−2.5%	2.95%
PCAR	Paccar Inc Industrials	Held	2,532	0	$240,691	−2.4%	2.33%