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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 15 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SYK STRYKER CORP Healthcare 1,272.0 $400K 0.05% NEW $314.84 +4.1%
282 GPC GENUINE PARTS CO COM Consumer Cyclical 3,385.0 $399K 0.05% NEW $117.97 +12.7%
283 CNH INDL N V SHS 35,382.0 $397K 0.05% NEW $11.23
284 WMB WILLIAMS COS INC COM Energy 5,342.0 $397K 0.05% NEW $74.34 -3.6%
285 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 2,108.0 $397K 0.05% NEW $188.31 -23.6%
286 CAG CONAGRA BRANDS INC COM Consumer Defensive 29,466.0 $397K 0.05% NEW $13.46 +20.9%
287 CLSK CLEANSPARK INC COM NEW Technology 27,233.0 $396K 0.05% NEW $14.55 -13.4%
288 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 6,027.0 $395K 0.05% NEW $65.61 -3.9%
289 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 9,228.0 $393K 0.05% NEW $42.59 -2.9%
290 VRSN VERISIGN INC Technology 1,556.0 $391K 0.05% NEW $251.56 +10.1%
291 FE FIRSTENERGY CORP Utilities 8,227.0 $391K 0.05% NEW $47.54 -0.8%
292 FDS FACTSET RESH SYS INC COM Financial Services 1,699.0 $391K 0.05% NEW $230.14 +30.4%
293 BDC BELDEN CDT INC Technology 3,226.0 $387K 0.05% NEW $119.91 +3.3%
294 NULG NUVEEN ESG LARGE-CAP GROWTH ETF 3,304.0 $387K 0.05% NEW $117.06 -2.5%
295 SEIC SEI INVESTMENTS CO Financial Services 4,396.0 $386K 0.05% NEW $87.70 +22.7%
296 EA ELECTRONICS ARTS Communication Services 1,877.0 $385K 0.05% NEW $205.06 +2.3%
297 ECL ECOLAB INC COM Basic Materials 1,381.0 $385K 0.05% NEW $278.64 +1.0%
298 CRS CARPENTER TECHNOLOGY CORP COM Industrials 619.0 $382K 0.05% NEW $616.84 -20.7%
299 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 2,740.0 $381K 0.05% NEW $139.11 -3.6%
300 VO VANGUARD MID CAP 4,658.0 $375K 0.05% NEW $80.58 +2.4%
Page 15 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%