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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 21 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EQT EQT CORP COM Energy 4,185.0 $223K 0.03% NEW $53.17 +1.3%
402 DTE DTE ENERGY CO COM Utilities 1,457.0 $222K 0.03% NEW $152.35 -9.3%
403 DB DEUTSCHE BK AG NAMEN AKT Financial Services 6,526.0 $220K 0.03% NEW $33.76 +11.3%
404 TDG TRANSDIGM GROUP INC COM DELAWARE Industrials 164.0 $218K 0.03% NEW $1329.12 -11.2%
405 ARMK ARAMARK COM Industrials 3,816.0 $217K 0.03% NEW $56.90 +4.3%
406 SCHX SCHWAB U.S. LARGE-CAP ETF 7,326.0 $216K 0.03% NEW $29.43 +2.2%
407 EXPAND ENERGY CORPORATION COM 2,359.0 $215K 0.03% NEW $91.19
408 SRE SEMPRA ENERGY Utilities 2,316.0 $215K 0.03% NEW $92.72 -5.8%
409 CFR CULLEN FROST BANKERS INC COM Financial Services 1,389.0 $215K 0.03% NEW $154.51 +6.7%
410 FEDEX FGHT HLDG CO INC COMMON STOCK 1,412.0 $213K 0.03% NEW $151.00
411 DG DOLLAR GEN CORP Consumer Defensive 1,846.0 $212K 0.03% NEW $115.09 +4.8%
412 AZO AUTOZONE INC NEV Consumer Cyclical 66.0 $212K 0.03% NEW $3208.05 -7.7%
413 CBOE CBOE GLOBAL MKTS INC COM Financial Services 871.0 $211K 0.03% NEW $242.67 +21.2%
414 WWD WOODWARD INC COM Industrials 496.0 $211K 0.03% NEW $425.44 -19.6%
415 FNV FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31 Basic Materials 1,008.0 $210K 0.03% NEW $208.48 +23.8%
416 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 1,246.0 $210K 0.03% NEW $168.54 -9.3%
417 PAYX PAYCHEX INC Industrials 2,116.0 $208K 0.03% NEW $98.33 +25.0%
418 PB PROSPERITY BANCSHARES INC Financial Services 2,838.0 $207K 0.03% NEW $73.03 -0.6%
419 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,072.0 $207K 0.03% NEW $193.23 +4.1%
420 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,019.0 $205K 0.03% NEW $34.00 +3.8%
Page 21 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%