Legacy CG, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.2% | $48,882,817 |
| Financial Services | 14.7% | $19,863,360 |
| Consumer Cyclical | 12.0% | $16,195,104 |
| Healthcare | 11.0% | $14,903,104 |
| Industrials | 7.8% | $10,540,285 |
| Real Estate | 5.2% | $7,080,556 |
| Consumer Defensive | 4.9% | $6,589,789 |
| Basic Materials | 4.4% | $5,896,860 |
| Energy | 3.7% | $4,993,687 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +1,678 | 17,172 | $6,405,499 | |
| JCI | Johnson Controls International plc | +1,275 | 37,519 | $5,481,901 | |
| ORCL | Oracle Corp | +1,210 | 31,209 | $4,573,678 | |
| MSI | Motorola Solutions, Inc. | +833 | 15,136 | $6,285,829 | |
| ABBV | AbbVie Inc. | +193 | 28,096 | $7,070,077 | |
| V | Visa Inc. | +132 | 18,512 | $6,351,282 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PEP | Pepsico Inc | −21,121 | 4,854 | $657,231 | |
| AMZN | Amazon Com Inc | −4,560 | 41,972 | $10,003,606 | |
| CVS | CVS HEALTH Corp | −4,114 | 75,718 | $7,833,027 | |
| WMT | Walmart Inc. | −3,439 | 52,380 | $5,932,558 | |
| BRK-B | Berkshire Hathaway Inc | −2,223 | 14,368 | $7,189,603 | |
| WELL | Welltower Inc. | −1,462 | 31,196 | $7,080,556 | |
| NVDA | Nvidia Corp | −1,143 | 39,464 | $7,896,351 | |
| NUE | Nucor Corp | −1,037 | 26,473 | $5,896,860 | |
| AVGO | Broadcom Inc. | −1,007 | 20,750 | $7,838,312 | |
| DVN | Devon Energy Corp/De | −460 | 120,854 | $4,993,687 | |
| JPM | Jpmorgan Chase & Co | −200 | 18,490 | $6,052,331 | |
| HLT | Hilton Worldwide Holdings Inc. | −200 | 18,736 | $6,191,498 | |
| AAPL | Apple Inc. | −127 | 19,617 | $5,676,375 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 29,720 | $8,525,479 | |
| NEE | Nextera Energy Inc | 51,375 | $4,771,710 | |
| META | Meta Platforms, Inc. | 7,586 | $4,340,178 | |
| UBER | Uber Technologies, Inc | 54,125 | $3,893,211 | |
| XONE | BondBloxx Bloomberg One Year Target Duration US Treasury ETF | 24,297 | $1,203,187 | |
| XOM | ExxonMobil Holdings Corp | 1,342 | $227,683 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SNDK |
Sandisk Corp
Technology
|
NEW | 4,489 | $10,206,773 | 7.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 41,972 | $10,003,606 | 7.41% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 39,464 | $7,896,351 | 5.85% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 20,750 | $7,838,312 | 5.81% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 75,718 | $7,833,027 | 5.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 14,368 | $7,189,603 | 5.33% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 31,196 | $7,080,556 | 5.25% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 28,096 | $7,070,077 | 5.24% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,172 | $6,405,499 | 4.75% | |
| V |
Visa Inc.
Financial Services
|
Added | 18,512 | $6,351,282 | 4.71% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 15,136 | $6,285,829 | 4.66% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Reduced | 18,736 | $6,191,498 | 4.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 18,490 | $6,052,331 | 4.49% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 52,380 | $5,932,558 | 4.40% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 26,473 | $5,896,860 | 4.37% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 19,617 | $5,676,375 | 4.21% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 37,519 | $5,481,901 | 4.06% | |
| UNP |
Union Pacific Corp
Industrials
|
NEW | 18,597 | $5,058,384 | 3.75% | |
| DVN |
Devon Energy Corp/De
Energy
|
Reduced | 120,854 | $4,993,687 | 3.70% | |
| ORCL |
Oracle Corp
Technology
|
Added | 31,209 | $4,573,678 | 3.39% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 4,854 | $657,231 | 0.49% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 2,304 | $270,144 | 0.20% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.