LEGACY SOLUTIONS, LLC

CIK

2053314

Location

KENNETT SQUARE, PA

Portfolio Value

Micro $18,894,572

Diversification

Diversified

Filing Date

Global Rank

#159 / 186 ▲ 7685

Top Industry

Semiconductors 20.8%

3Y Alpha vs SPY

-6.3%

Period ended 8 days ago

Filed Jul 6, 2026 · 2d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+15.6%

SPY

+24.4%

Annualised alpha

-6.0%

Max drawdown

−21.8%

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

36 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.0%

−1.5 pts

Top 5

33.7%

−1.4 pts

Top 10

53.5%

−2.0 pts

HHI

405

Diversified−34

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.1%	$5,868,767	8
Unclassified	19.7%	$3,720,450	4
Financial Services	14.3%	$2,707,537	7
Utilities	8.6%	$1,618,607	3
Industrials	6.0%	$1,131,530	3
Communication Services	5.8%	$1,093,015	2
Consumer Cyclical	5.1%	$972,304	3
Energy	4.5%	$848,346	3
Consumer Defensive	3.6%	$689,211	2
Basic Materials	1.3%	$244,805	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+345	7,593	$1,519,283
GOOGL	Alphabet Inc.	+170	2,376	$849,111
MSFT	Microsoft Corp	+147	1,956	$729,627
PG	PROCTER & GAMBLE Co	+71	1,928	$282,721
BRK-B	Berkshire Hathaway Inc	+41	534	$267,208
SPGI	S&P Global Inc.	+38	553	$225,214
JPM	Jpmorgan Chase & Co	+37	737	$241,242
MS	Morgan Stanley	+37	2,743	$573,396
APD	Air Products & Chemicals, Inc.	+25	835	$244,805
V	Visa Inc.	+21	1,144	$392,494
TSLA	Tesla, Inc.	+18	699	$293,999
XOM	Exxon Mobil Corp	+14	2,348	$321,018
AEP	American Electric Power Co Inc	+13	2,219	$303,581
EOG	Eog Resources Inc	+10	1,571	$203,805
LHX	L3harris Technologies, Inc. /De/	+10	865	$251,360
GS	Goldman Sachs Group Inc	+9	495	$500,628
JCI	Johnson Controls International plc	+7	3,027	$442,274
EXC	Exelon Corp	+4	12,278	$572,400
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
RTX	RTX Corp	−199	2,308	$437,896
C	Citigroup Inc	−48	3,625	$507,355
AAPL	Apple Inc.	−33	4,880	$1,412,076
WMT	Walmart Inc.	−33	3,589	$406,490
AMZN	Amazon Com Inc	−17	1,976	$470,959
QQQ	Invesco Qqq Trust, Series 1	−16	1,251	$921,236
COP	Conocophillips	−15	3,112	$323,523
META	Meta Platforms, Inc.	−9	433	$243,904
AVGO	Broadcom Inc.	−6	3,012	$1,137,783
CEG	Constellation Energy Corp	−1	2,990	$742,626
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	566	$270,304
MU	Micron Technology Inc	199	$229,703
IBM	International Business Machines Corp	813	$228,623
DHI	Horton D R Inc /De/	1,273	$207,346
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $18,894,572 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	7,593	+345	$1,519,283	+20.2%	8.04%
AAPL	Apple Inc. Technology	Reduced	4,880	-33	$1,412,076	+13.2%	7.47%
GLD	Spdr Gold Trust	Held	3,750	0	$1,381,425	−14.4%	7.31%
AVGO	Broadcom Inc. Technology	Reduced	3,012	-6	$1,137,783	+21.8%	6.02%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,251	-16	$921,236	+26.0%	4.88%
GOOGL	Alphabet Inc. Communication Services	Added	2,376	+170	$849,111	+33.9%	4.49%
GLDM	World Gold Trust	Held	9,803	0	$778,554	−14.3%	4.12%
CEG	Constellation Energy Corp Utilities	Reduced	2,990	-1	$742,626	−11.1%	3.93%
MSFT	Microsoft Corp Technology	Added	1,956	+147	$729,627	+9.0%	3.86%
SPY	Spdr S&P 500 ETF Trust	Held	856	0	$639,235	+14.8%	3.38%
MS	Morgan Stanley Financial Services	Added	2,743	+37	$573,396	+28.8%	3.03%
EXC	Exelon Corp Utilities	Added	12,278	+4	$572,400	−4.9%	3.03%
C	Citigroup Inc Financial Services	Reduced	3,625	-48	$507,355	+21.8%	2.69%
GS	Goldman Sachs Group Inc Financial Services	Added	495	+9	$500,628	+21.8%	2.65%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,976	-17	$470,959	+13.5%	2.49%
JCI	Johnson Controls International plc Industrials	Added	3,027	+7	$442,274	+11.8%	2.34%
RTX	RTX Corp Industrials	Reduced	2,308	-199	$437,896	−9.5%	2.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,589	-33	$406,490	−9.7%	2.15%
V	Visa Inc. Financial Services	Added	1,144	+21	$392,494	+15.6%	2.08%
MSI	Motorola Solutions, Inc. Technology	Held	822	0	$341,368	−4.3%	1.81%
COP	Conocophillips Energy	Reduced	3,112	-15	$323,523	−21.6%	1.71%
XOM	Exxon Mobil Corp Energy	Added	2,348	+14	$321,018	−18.9%	1.70%
AEP	American Electric Power Co Inc Utilities	Added	2,219	+13	$303,581	+5.0%	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	Added	699	+18	$293,999	+16.1%	1.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,928	+71	$282,721	+5.4%	1.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	566	NEW	$270,304	NEW	1.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	534	+41	$267,208	+13.1%	1.41%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	865	+10	$251,360	−14.8%	1.33%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	835	+25	$244,805	+4.0%	1.30%
META	Meta Platforms, Inc. Communication Services	Reduced	433	-9	$243,904	−3.5%	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	737	+37	$241,242	+17.2%	1.28%
MU	Micron Technology Inc Technology	NEW	199	NEW	$229,703	NEW	1.22%
IBM	International Business Machines Corp Technology	NEW	813	NEW	$228,623	NEW	1.21%
SPGI	S&P Global Inc. Financial Services	Added	553	+38	$225,214	+2.8%	1.19%
DHI	Horton D R Inc /De/ Consumer Cyclical	NEW	1,273	NEW	$207,346	NEW	1.10%
EOG	Eog Resources Inc Energy	Added	1,571	+10	$203,805	−9.7%	1.08%