Legacy Financial Advisors, Inc.
Top Portfolio Positions
341 positions ·
$390,334,739 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
84,578 | $21,465,050 | 5.50% | |
| NVDA |
Nvidia Corp
Technology
|
122,808 | $21,417,715 | 5.49% | |
| MSFT |
Microsoft Corp
Technology
|
35,072 | $12,982,602 | 3.33% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
86,820 | $12,540,280 | 3.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
33,895 | $9,970,553 | 2.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
34,511 | $9,923,983 | 2.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
46,587 | $9,702,674 | 2.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,493 | $6,575,490 | 1.68% | |
| AVGO |
Broadcom Inc.
Technology
|
19,348 | $5,988,399 | 1.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,017 | $5,954,319 | 1.53% |
Portfolio Trend
Holdings in HLMN
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,100,800 | 252,500 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,186,650 | 252,500 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,317,950 | 252,500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,802,850 | 252,500 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $988,875 | 112,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,095,750 | 112,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,188,000 | 112,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $995,625 | 112,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,197,000 | 112,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,036,125 | 112,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $928,125 | 112,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,013,625 | 112,500 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $947,250 | 112,500 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $811,125 | 112,500 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $358,150 | 47,500 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $410,400 | 47,500 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $564,300 | 47,500 | Shares | Sole | 2022-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||