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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 10 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 39,011.0 $692K 0.08% NEW $17.73 -3.4%
182 NDAQ NASDAQ STK MKT INC Financial Services 8,745.0 $689K 0.08% NEW $78.82 +25.6%
183 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 3,074.0 $688K 0.08% NEW $223.95 +25.7%
184 MO ALTRIA GROUP INC COM Consumer Defensive 9,521.0 $685K 0.08% NEW $71.95 -6.9%
185 MTB M & T BK CORP COM Financial Services 2,866.0 $682K 0.08% NEW $238.02 +1.5%
186 CMI CUMMINS INC COM Industrials 955.0 $681K 0.08% NEW $713.04 -16.5%
187 GILD GILEAD SCIENCES INC Healthcare 5,376.0 $679K 0.08% NEW $126.35 +15.5%
188 GD GENERAL DYNAMICS CORP COM Industrials 1,915.0 $678K 0.08% NEW $354.17 +10.3%
189 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,363.0 $670K 0.08% NEW $491.33 -7.8%
190 ADBE ADOBE SYS INC Technology 3,260.0 $668K 0.08% NEW $205.00 +33.3%
191 CBRE CBRE GROUP INC A Real Estate 4,952.0 $667K 0.08% NEW $134.68 +13.7%
192 BMO BANK OF MONTREAL Financial Services 3,772.0 $667K 0.08% NEW $176.70 -2.4%
193 ADSK AUTODESK INC Technology 3,422.0 $665K 0.08% NEW $194.39 +30.7%
194 ROST ROSS STORES INC Consumer Cyclical 3,105.0 $661K 0.08% NEW $212.84 +7.6%
195 IYW ISHARES DJ US TECHNOLOGY 2,607.0 $658K 0.08% NEW $252.23 -2.2%
196 NEM NEWMONT CORP COM Basic Materials 6,996.0 $653K 0.08% NEW $93.39 +36.8%
197 JBHT JB HUNT TRANSPORT SERVICES Industrials 2,254.0 $652K 0.08% NEW $289.43 -5.0%
198 SYF SYNCHRONY FINANCIAL COM Financial Services 8,538.0 $649K 0.08% NEW $76.05 +1.0%
199 TD TORONTO DOMINION BANK Financial Services 5,338.0 $648K 0.08% NEW $121.43 -4.0%
200 SNPS SYNOPSYS INC COM Technology 1,441.0 $643K 0.08% NEW $446.20 -10.9%
Page 10 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%