Charis Legacy Partners, LLC
Filing Date
Global Rank
#8,441
/ 8,603
▲ 88
· as of Mar 2026
Top Industry
Farm & Heavy Construction Machinery
38.7%
3Y Alpha vs SPY
-8.9%
Period ended 3 months ago
Filed Apr 8, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.6%
SPY
+24.4%
Annualised alpha
+27.2%
Max drawdown
−26.6%
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
38.7%
−0.3 pts
Top 5
93.3%
−6.7 pts
Top 10
100.0%
0.0 pts
HHI
2,697
Highly concentrated−314
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.9% | $1,220,056 |
| Industrials | 38.7% | $1,183,128 |
| Communication Services | 7.7% | $235,145 |
| Financial Services | 6.9% | $212,285 |
| Energy | 6.7% | $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 ·
$3,054,655 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,670 | $1,183,128 | 38.73% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,741 | $949,428 | 31.08% | |
| KLAC |
Kla Corp
Technology
|
Held | 1,838 | $270,628 | 8.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 411 | $235,145 | 7.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 443 | $212,285 | 6.95% | |
| PSX |
Phillips 66
Energy
|
NEW | 1,120 | $204,041 | 6.68% |