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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 18 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CEG CONSTELLATION ENERGY CORP COM Utilities 1,245.0 $309K 0.04% NEW $248.44 +9.9%
342 SMCI SUPER MICRO COMPUTER INC Technology 10,508.0 $308K 0.04% NEW $29.33 +24.4%
343 WAB WABTEC COM Industrials 1,141.0 $308K 0.04% NEW $269.58 +8.4%
344 GIS GENERAL MILLS INC COM Consumer Defensive 8,776.0 $305K 0.04% NEW $34.80 +13.8%
345 MSCI MSCI INC COM Financial Services 541.0 $303K 0.04% NEW $560.31 +1.5%
346 DVA DAVITA INC COM Healthcare 1,362.0 $303K 0.04% NEW $222.48 -21.2%
347 TGT TARGET CORP COM Consumer Defensive 2,307.0 $301K 0.04% NEW $130.63 +21.1%
348 AEE AMEREN CORP Utilities 2,610.0 $295K 0.04% NEW $113.04 -3.8%
349 CNQ CANADIAN NATURAL RESOURCES LTD Energy 7,447.0 $294K 0.04% NEW $39.50 +29.2%
350 EME EMCOR GROUP INC COM Industrials 354.0 $294K 0.04% NEW $829.88 -5.1%
351 TTWO TAKE-TWO INTERACTIVESOFTWRE Communication Services 1,171.0 $293K 0.04% NEW $249.98 -3.9%
352 Q QNITY ELECTRONICS INC COMMON STOCK Technology 1,787.0 $292K 0.04% NEW $163.31 -18.2%
353 BKR BAKER HUGHES INC Energy 5,138.0 $285K 0.04% NEW $55.50 +13.1%
354 IJR ISHARES S&P SMALLCAP 600 ETF 1,921.0 $285K 0.04% NEW $148.32 -1.3%
355 SNX SYNNEX CORP Technology 1,059.0 $283K 0.04% NEW $267.34 -6.2%
356 VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF 1,428.0 $282K 0.03% NEW $197.58 +5.2%
357 NTRA NATERA INC COM Healthcare 1,037.0 $281K 0.03% NEW $271.45 +19.7%
358 OKE ONEOK INC NEW COM Energy 3,187.0 $277K 0.03% NEW $86.94 +8.8%
359 VOT VANGUARD MID CAP GROWTH ETF 901.0 $276K 0.03% NEW $306.30 -1.1%
360 NRG NRG ENERGY INC NEW Utilities 1,884.0 $275K 0.03% NEW $146.07 -21.0%
Page 18 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%