LEGACY FINANCIAL GROUP, INC.
Filing Date
Global Rank
#6,761
/ 8,232
▲ 196
Top Industry
Consumer Electronics
25.7%
3Y Alpha vs SPY
-2.9%
Period ended 3 months ago
Filed Apr 27, 2026 · 49d
14 quarters · since Dec 2022
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
+61.9%
SPY
+74.2%
Annualised alpha
-2.9%
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, 2025Top 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 |
|---|---|---|
| Technology | 39.8% | $15,752,870 |
| Energy | 17.8% | $7,040,105 |
| Financial Services | 15.1% | $5,966,288 |
| Consumer Defensive | 6.3% | $2,495,776 |
| Consumer Cyclical | 4.9% | $1,952,363 |
| Communication Services | 4.4% | $1,754,153 |
| Unclassified | 3.9% | $1,546,616 |
| Healthcare | 3.4% | $1,326,925 |
| Industrials | 2.6% | $1,015,899 |
| Utilities | 1.9% | $738,768 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
4 positions ·
$2,495,776 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 13,294 | $1,652,178 | 66.20% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 2,388 | $394,831 | 15.82% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 247 | $246,118 | 9.86% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,403 | $202,649 | 8.12% |