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Portfolio (Quarterly) Guide ↗

LEGACY FINANCIAL GROUP, INC.

· CIK 0001965579
13F Portfolio $429M AUM 104 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 104 New
Page 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MO ALTRIA GROUP INC Consumer Defensive 2,952.0 $212K 0.05% NEW $71.95 -4.2%
102 STLD STEEL DYNAMICS INC Basic Materials 908.0 $208K 0.05% NEW $229.46 +3.0%
103 DE DEERE & CO Industrials 320.0 $203K 0.05% NEW $634.44 +0.4%
104 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,188.0 $201K 0.05% NEW $92.09 -2.5%
Page 6 of 6  ·  104 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 44.0%
Energy 14.9%
Financial Services 13.7%
Consumer Defensive 6.1%
Consumer Cyclical 5.5%
Industrials 4.9%
Communication Services 4.7%
Healthcare 4.1%
Utilities 1.5%
Basic Materials 0.5%