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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 12 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CANADIAN PACIFIC KANSAS CITY COM 6,697.0 $580K 0.07% NEW $86.65
222 PINNACLE FINL PARTNERS INC COM 5,749.0 $580K 0.07% NEW $100.88
223 TMUS T-MOBILE US INC COM Communication Services 3,453.0 $579K 0.07% NEW $167.71 +8.1%
224 SCHD SCHWAB US DIVIDEND EQUITY ETF 18,207.0 $577K 0.07% NEW $31.71 +9.8%
225 MCK MCKESSON CORP Healthcare 761.0 $575K 0.07% NEW $755.14 +11.1%
226 VOO VANGUARD S&P 500 ETF 822.0 $565K 0.07% NEW $686.79 +2.1%
227 PGR PROGRESSIVE CORP COM Financial Services 2,573.0 $562K 0.07% NEW $218.47 +0.9%
228 RJF RAYMOND JAMES FINL INC Financial Services 3,693.0 $561K 0.07% NEW $152.03 +13.4%
229 DVN DEVON ENERGY CORP Energy 13,433.0 $555K 0.07% NEW $41.32 +19.3%
230 CG CARLYLE GROUP INC COM Financial Services 13,102.0 $552K 0.07% NEW $42.11 +14.0%
231 LMT LOCKHEED MARTIN CORP Industrials 1,077.0 $549K 0.07% NEW $509.30 +12.2%
232 CDNS CADENCE DESIGN SYSTEM INC COM Technology 1,455.0 $546K 0.07% NEW $375.21 -16.4%
233 BK BANK OF NY MELLON CORP COM Financial Services 3,740.0 $541K 0.07% NEW $144.61 -1.9%
234 MAS MASCO CORP COM Industrials 6,645.0 $541K 0.07% NEW $81.37 -9.8%
235 MCO MOODYS CORP Financial Services 1,183.0 $536K 0.07% NEW $452.92 +10.1%
236 AEM AGNICO EAGLE MINES LTD COM Basic Materials 3,452.0 $536K 0.07% NEW $155.13 +36.7%
237 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 1,818.0 $533K 0.07% NEW $293.21 +2.4%
238 AMRIZE LTD SHS 9,994.0 $533K 0.07% NEW $53.30
239 TER TERADYNE INC COM Technology 1,093.0 $529K 0.06% NEW $483.84 -20.8%
240 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 1,580.0 $522K 0.06% NEW $330.55 -0.3%
Page 12 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%