LEGACY FINANCIAL GROUP, INC.

CIK

1965579

Location

TULSA, OK

Portfolio Value

Micro $39,589,763

Diversification

Diversified

Filing Date

Global Rank

#6,761 / 8,232 ▲ 196

Top Industry

Consumer Electronics 25.7%

3Y Alpha vs SPY

-3.0%

Period ended 2 months ago

Filed Apr 27, 2026 · 47d

14 quarters · since Dec 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

+63.9%

SPY

+76.5%

Annualised alpha

-3.0%

Max drawdown

−20.3%

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

40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.7%

−0.9 pts

Top 5

56.3%

−0.2 pts

Top 10

71.4%

+0.0 pts

HHI

959

Diversified−14

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.8%	$15,752,870	5
Energy	17.8%	$7,040,105	7
Financial Services	15.1%	$5,966,288	8
Consumer Defensive	6.3%	$2,495,776	4
Consumer Cyclical	4.9%	$1,952,363	3
Communication Services	4.4%	$1,754,153	3
Unclassified	3.9%	$1,546,616	2
Healthcare	3.4%	$1,326,925	4
Industrials	2.6%	$1,015,899	2
Utilities	1.9%	$738,768	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	+937	3,631	$337,247
ABBV	AbbVie Inc.	+203	2,243	$487,830
NVDA	Nvidia Corp	+10	15,958	$2,783,075
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMB	Williams Companies, Inc.	−315	8,839	$643,302
AAPL	Apple Inc.	−303	38,571	$9,788,934
OKE	Oneok Inc /New/	−280	49,777	$4,499,343
VZ	Verizon Communications Inc	−168	5,457	$273,941
OGE	Oge Energy Corp.	−150	8,372	$401,521
GOOGL	Alphabet Inc.	−147	3,711	$1,067,135
WMT	Walmart Inc.	−90	13,294	$1,652,178
EPD	Enterprise Products Partners L.P.	−84	7,616	$288,189
XOM	Exxon Mobil Corp	−79	3,550	$602,293
MRK	Merck & Co., Inc.	−47	2,264	$272,336
JPM	Jpmorgan Chase & Co	−46	1,887	$555,079
PG	PROCTER & GAMBLE Co	−29	1,403	$202,649
JNJ	Johnson & Johnson	−24	1,329	$324,860
AMZN	Amazon Com Inc	−24	6,036	$1,257,117
RTX	RTX Corp	−20	1,322	$255,013
SPY	Spdr S&P 500 ETF Trust	−19	1,488	$967,705
META	Meta Platforms, Inc.	−19	722	$413,077
MSFT	Microsoft Corp	−15	5,972	$2,210,655
BRK-B	Berkshire Hathaway Inc	−13	6,257	$2,998,354
LLY	ELI LILLY & Co	−12	263	$241,899
CVX	Chevron Corp	−11	2,066	$427,455
MCD	Mcdonalds Corp	−6	1,316	$408,999
QQQ	Invesco Qqq Trust, Series 1	−4	1,003	$578,911
V	Visa Inc.	−3	720	$217,612
CAT	Caterpillar Inc	−3	1,074	$760,886
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ARLP	Alliance Resource Partners LP	10,595	$292,951
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	4,600	$228,390
ZM	Zoom Communications, Inc.	2,475	$213,567
BLK	BlackRock, Inc.	194	$207,645
MA	Mastercard Inc	355	$202,662
SYK	Stryker Corp	573	$201,392
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 positions · $39,589,763 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	38,571	-303	$9,788,934	−7.4%	24.73%
OKE	Oneok Inc /New/ Energy	Reduced	49,777	-280	$4,499,343	+22.3%	11.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,257	-13	$2,998,354	−4.9%	7.57%
NVDA	Nvidia Corp Technology	Added	15,958	+10	$2,783,075	−6.4%	7.03%
MSFT	Microsoft Corp Technology	Reduced	5,972	-15	$2,210,655	−23.7%	5.58%
WMT	Walmart Inc. Consumer Defensive	Reduced	13,294	-90	$1,652,178	+10.8%	4.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,036	-24	$1,257,117	−10.1%	3.18%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,711	-147	$1,067,135	−11.6%	2.70%
BANF	Bancfirst Corp /Ok/ Financial Services	Held	9,675	0	$1,049,737	+2.3%	2.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,488	-19	$967,705	−5.8%	2.44%
CAT	Caterpillar Inc Industrials	Reduced	1,074	-3	$760,886	+23.3%	1.92%
WMB	Williams Companies, Inc. Energy	Reduced	8,839	-315	$643,302	+16.9%	1.62%
PLTR	Palantir Technologies Inc. Technology	Held	4,322	0	$632,222	−17.7%	1.60%
PGR	Progressive Corp/Oh/ Financial Services	Held	3,176	0	$629,610	−12.9%	1.59%
XOM	Exxon Mobil Corp Energy	Reduced	3,550	-79	$602,293	+37.9%	1.52%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,003	-4	$578,911	−6.4%	1.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,887	-46	$555,079	−10.9%	1.40%
ABBV	AbbVie Inc. Healthcare	Added	2,243	+203	$487,830	+4.7%	1.23%
CVX	Chevron Corp Energy	Reduced	2,066	-11	$427,455	+35.0%	1.08%
META	Meta Platforms, Inc. Communication Services	Reduced	722	-19	$413,077	−15.5%	1.04%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,316	-6	$408,999	+1.2%	1.03%
OGE	Oge Energy Corp. Utilities	Reduced	8,372	-150	$401,521	+10.3%	1.01%
PM	Philip Morris International Inc. Consumer Defensive	Held	2,388	0	$394,831	+3.1%	1.00%
AVGO	Broadcom Inc. Technology	Held	1,092	0	$337,984	−10.6%	0.85%
NEE	Nextera Energy Inc Utilities	Added	3,631	+937	$337,247	+55.9%	0.85%
JNJ	Johnson & Johnson Healthcare	Reduced	1,329	-24	$324,860	+16.0%	0.82%
ARLP	Alliance Resource Partners LP Energy	NEW	10,595	NEW	$292,951	NEW	0.74%
EPD	Enterprise Products Partners L.P. Energy	Reduced	7,616	-84	$288,189	+16.7%	0.73%
COP	Conocophillips Energy	Held	2,171	0	$286,572	+41.0%	0.72%
TSLA	Tesla, Inc. Consumer Cyclical	Held	770	0	$286,247	−17.3%	0.72%
VZ	Verizon Communications Inc Communication Services	Reduced	5,457	-168	$273,941	+19.6%	0.69%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,264	-47	$272,336	+12.0%	0.69%
RTX	RTX Corp Industrials	Reduced	1,322	-20	$255,013	+3.6%	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	247	-3	$246,118	+14.2%	0.62%
LLY	ELI LILLY & Co Healthcare	Reduced	263	-12	$241,899	−18.1%	0.61%
AXP	American Express Co Financial Services	Held	785	0	$237,446	−18.2%	0.60%
V	Visa Inc. Financial Services	Reduced	720	-3	$217,612	−14.2%	0.55%
PJT	PJT Partners Inc. Financial Services	Held	1,504	0	$210,138	−16.4%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,403	-29	$202,649	−1.3%	0.51%
LYG	Lloyds Banking Group plc Financial Services	Held	13,581	0	$68,312	−5.1%	0.17%