Legacy Financial Group LLC
Filing Date
Global Rank
#6,646
/ 8,232
▲ 223
Top Industry
Specialty Retail
18.2%
3Y Alpha vs SPY
+1.9%
Period ended 2 months ago
Filed May 4, 2026 · 41d
22 quarters · since Dec 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
+84.7%
SPY
+76.3%
Annualised alpha
+1.9%
Max drawdown
−13.4%
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
42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.2%
+3.9 pts
Top 5
48.1%
−2.1 pts
Top 10
67.3%
−3.4 pts
HHI
660
Diversified+7
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 29.1% | $12,771,125 |
| Financial Services | 19.0% | $8,341,548 |
| Technology | 14.8% | $6,493,971 |
| Industrials | 14.1% | $6,179,739 |
| Unclassified | 10.9% | $4,785,281 |
| Consumer Defensive | 5.0% | $2,182,379 |
| Energy | 2.3% | $1,017,281 |
| Communication Services | 1.9% | $814,705 |
| Utilities | 1.5% | $665,939 |
| Real Estate | 0.8% | $332,229 |
| Healthcare | 0.6% | $255,928 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFG | Principal Financial Group Inc | +421 | 11,768 | $1,060,414 | |
| SLV | iShares Silver Trust | +199 | 3,185 | $217,025 | |
| XOM | Exxon Mobil Corp | +120 | 5,996 | $1,017,281 | |
| WMT | Walmart Inc. | +99 | 10,096 | $1,254,730 | |
| KO | Coca Cola Co | +80 | 3,397 | $258,341 | |
| JNJ | Johnson & Johnson | +61 | 1,047 | $255,928 | |
| QQQ | Invesco Qqq Trust, Series 1 | +48 | 594 | $342,844 | |
| CASY | Caseys General Stores Inc | +24 | 9,761 | $7,104,641 | |
| GOOGL | Alphabet Inc. | +22 | 1,033 | $297,049 | |
| TSLA | Tesla, Inc. | +21 | 2,856 | $1,061,718 | |
| META | Meta Platforms, Inc. | +10 | 418 | $239,150 | |
| BRK-B | Berkshire Hathaway Inc | +10 | 10,982 | $5,262,574 | |
| WFC | Wells Fargo & Company/Mn | +7 | 8,226 | $654,871 | |
| UNP | Union Pacific Corp | +6 | 915 | $221,997 | |
| AMZN | Amazon Com Inc | +4 | 15,183 | $3,162,163 | |
| TRV | Travelers Companies, Inc. | +3 | 2,547 | $742,908 | |
| HD | Home Depot, Inc. | +1 | 1,572 | $517,015 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −31,286 | 20,928 | $1,845,012 | |
| F | Ford Motor Co | −1,395 | 24,213 | $279,418 | |
| LNT | Alliant Energy Corp | −182 | 2,839 | $203,726 | |
| NVDA | Nvidia Corp | −102 | 5,448 | $950,131 | |
| WM | Waste Management Inc | −88 | 7,803 | $1,793,051 | |
| AEE | Ameren Corp | −75 | 4,205 | $462,213 | |
| PEP | Pepsico Inc | −65 | 1,449 | $225,015 | |
| MSFT | Microsoft Corp | −30 | 7,803 | $2,888,436 | |
| DE | Deere & Co | −24 | 3,150 | $1,774,395 | |
| AAPL | Apple Inc. | −17 | 10,463 | $2,655,404 | |
| PG | PROCTER & GAMBLE Co | −9 | 1,505 | $217,382 | |
| SPY | Spdr S&P 500 ETF Trust | −1 | 2,683 | $1,744,862 | |
| KDP | Keurig Dr Pepper Inc. | −1 | 8,618 | $226,911 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
42 positions ·
$43,840,125 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Added | 9,761 | $7,104,641 | 16.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 10,982 | $5,262,574 | 12.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,183 | $3,162,163 | 7.21% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,803 | $2,888,436 | 6.59% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 10,463 | $2,655,404 | 6.06% | |
| IAU |
Ishares Gold Trust
|
Reduced | 20,928 | $1,845,012 | 4.21% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 7,803 | $1,793,051 | 4.09% | |
| DE |
Deere & Co
Industrials
|
Reduced | 3,150 | $1,774,395 | 4.05% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,683 | $1,744,862 | 3.98% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 10,096 | $1,254,730 | 2.86% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,856 | $1,061,718 | 2.42% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Added | 11,768 | $1,060,414 | 2.42% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 5,996 | $1,017,281 | 2.32% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,448 | $950,131 | 2.17% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,206 | $854,402 | 1.95% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 2,547 | $742,908 | 1.69% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 8,226 | $654,871 | 1.49% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Held | 7,000 | $646,170 | 1.47% | |
| GLD |
Spdr Gold Trust
|
Held | 1,477 | $635,538 | 1.45% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,572 | $517,015 | 1.18% | |
| AEE |
Ameren Corp
Utilities
|
Reduced | 4,205 | $462,213 | 1.05% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 3,189 | $417,822 | 0.95% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Held | 1,381 | $415,446 | 0.95% | |
| XPO |
XPO, Inc.
Industrials
|
Held | 1,935 | $376,454 | 0.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 594 | $342,844 | 0.78% | |
| LAMR |
Lamar Advertising Co/New
Real Estate
|
NEW | 2,623 | $332,229 | 0.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,033 | $297,049 | 0.68% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
Held | 1,445 | $282,251 | 0.64% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 24,213 | $279,418 | 0.64% | |
| T |
At&T Inc.
Communication Services
|
Held | 9,607 | $278,506 | 0.64% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 3,397 | $258,341 | 0.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,047 | $255,928 | 0.58% | |
| GE |
General Electric Co
Industrials
|
Held | 899 | $255,109 | 0.58% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 418 | $239,150 | 0.55% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Reduced | 8,618 | $226,911 | 0.52% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 1,449 | $225,015 | 0.51% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 915 | $221,997 | 0.51% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,505 | $217,382 | 0.50% | |
| SLV |
iShares Silver Trust
|
Added | 3,185 | $217,025 | 0.50% | |
| CB |
Chubb Ltd
Financial Services
|
NEW | 630 | $205,335 | 0.47% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 234 | $204,258 | 0.47% | |
| LNT |
Alliant Energy Corp
Utilities
|
Reduced | 2,839 | $203,726 | 0.46% |