Charis Legacy Partners, LLC
Filing Date
Global Rank
#7,961
/ 8,232
▲ 236
Top Industry
Semiconductor Equipment & Materials
49.3%
3Y Alpha vs SPY
-12.1%
Period ended 2 months ago
Filed Apr 8, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.4%
SPY
+23.4%
Annualised alpha
-11.7%
Max drawdown
−48.4%
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
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
49.3%
+1.7 pts
Top 5
96.3%
−3.7 pts
Top 10
100.0%
0.0 pts
HHI
3,240
Highly concentrated+13
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 66.6% | $3,655,717 |
| Industrials | 21.5% | $1,183,128 |
| Communication Services | 4.3% | $235,145 |
| Financial Services | 3.9% | $212,285 |
| Energy | 3.7% | $204,041 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| META | Meta Platforms, Inc. | +60 | 411 | $235,145 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −113 | 3,741 | $949,428 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PSX | Phillips 66 | 1,120 | $204,041 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 positions ·
$5,490,316 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KLAC |
Kla Corp
Technology
|
Held | 1,838 | $2,706,289 | 49.29% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,670 | $1,183,128 | 21.55% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,741 | $949,428 | 17.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 411 | $235,145 | 4.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 443 | $212,285 | 3.87% | |
| PSX |
Phillips 66
Energy
|
NEW | 1,120 | $204,041 | 3.72% |