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Portfolio (Quarterly) Guide ↗

Legacy Financial Advisors, Inc.

· CIK 0001730810
13F Portfolio $820M AUM 435 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 435 New
Page 16 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ENTERGY CORP NEW COM 3,255.0 $374K 0.05% NEW $114.87
302 JCI JOHNSON CTLS INC Industrials 2,541.0 $371K 0.04% NEW $146.10 -2.0%
303 WM WASTE MANAGEMENT INC Industrials 1,665.0 $371K 0.04% NEW $222.88 +0.9%
304 MLI MUELLER INDS INC COM Industrials 3,006.0 $369K 0.04% NEW $122.91 -49.6%
305 TECHNIPFMC PLC COM 5,514.0 $366K 0.04% NEW $66.30
306 LITE LUMENTUM HLDGS INC COM Technology 424.0 $364K 0.04% NEW $858.06 +2.5%
307 URI UNITED RENTALS INC Industrials 320.0 $362K 0.04% NEW $1131.76 -3.2%
308 AMP AMERIPRISE FINL INC COM Financial Services 787.0 $361K 0.04% NEW $458.51 +19.3%
309 GNRC GENERAC HLDGS INC COM Industrials 1,220.0 $357K 0.04% NEW $292.81 -29.4%
310 CI THE CIGNA GROUP COM Healthcare 1,292.0 $356K 0.04% NEW $275.67 -0.5%
311 CMCSA COMCAST CORP NEW CL A Communication Services 14,502.0 $356K 0.04% NEW $24.55 +7.6%
312 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 9,335.0 $354K 0.04% NEW $37.94 -5.6%
313 VLO VALERO ENERGY CORP Energy 1,358.0 $354K 0.04% NEW $260.51 +31.1%
314 DOCU DOCUSIGN INC COM Technology 7,934.0 $352K 0.04% NEW $44.42 +40.2%
315 CVS CVS HEALTH CORP COM Healthcare 3,392.0 $351K 0.04% NEW $103.46 -9.5%
316 INCY INCYTE CORP Healthcare 3,093.0 $351K 0.04% NEW $113.36 +12.2%
317 CNI CANADIAN NATL RY CO COM Industrials 2,930.0 $349K 0.04% NEW $119.23 +7.5%
318 WBD DISCOVERY HLDG CO Communication Services 13,079.0 $349K 0.04% NEW $26.66 +5.9%
319 AEO AMERICAN EAGLE OUTFITTERS Consumer Cyclical 20,163.0 $347K 0.04% NEW $17.20 -7.0%
320 ED CONSOLIDATED EDISON INC COM Utilities 3,120.0 $345K 0.04% NEW $110.62 -2.1%
Page 16 of 22  ·  435 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 18.0%
Industrials 9.9%
Consumer Cyclical 9.1%
Communication Services 8.5%
Healthcare 7.8%
Consumer Defensive 6.7%
Energy 2.7%
Utilities 2.6%
Basic Materials 1.6%