Titelia

Holdings of Legacy Financial Advisors, Inc.

351 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 39.5 % of the equity sleeve

Sector breakdown

  • Technology 15.4 %
  • Financials 9.1 %
  • Communication 5.8 %
  • Consumer discretionary 5.3 %
  • Health care 4.9 %
  • Industrials 4.7 %
  • Consumer staples 4.7 %
  • Energy 2.2 %
  • Utilities 1.3 %
  • Funds 1.1 %
  • Materials 0.9 %
  • Real estate 0.1 %
  • Unattributed 44.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US351642.9M $100.00 %

Positions

RankCompanySharesValueWeight
201Dell Technologies Inc 3,272537.1K $
202Coterra Energy Inc 15,265536.4K $
203Goldman Sachs Access Treasury 0-1 Year ETF 5,293530.3K $
204DFA Dimensional US Marketwide Value ETF 10,796523.2K $
205Thor Industries Inc 6,539522.4K $
206CDW Corp/DE 4,307521.3K $
207Cummins Inc 936503.5K $
208iShares U.S. Technology ETF 2,739496.9K $
209HCA Healthcare Inc 1,047495.5K $
210Charter Communications, Inc. 2,288493.9K $
211Vanguard S&P 500 ETF 826493.5K $
212Moody's Corp 1,122489.5K $
213CSX Corp 11,916489.1K $
214Northrop Grumman Corp 704480.1K $
215JB Hunt Transport Services Inc 2,182462.4K $
216Eastman Chemical Co 6,055462.1K $
217Ciena Corp 1,189461.6K $
218Zoom Communications Inc 5,674456.1K $
219Archer-Daniels-Midland Co 6,251454.4K $
220Bank of New York Mellon Corp/The 3,746444.4K $
221Constellation Brands Inc 2,917437.6K $
222PayPal Holdings Inc 9,601434.2K $
223HP Inc 22,520432.6K $
224Crowdstrike Holdings Inc 1,108432.5K $
225Air Products and Chemicals Inc 1,480430K $
226Sunbelt Rentals Holdings Inc 6,574427.9K $
227Hilton Worldwide Holdings Inc 1,402426.4K $
228Expeditors International of Washington Inc 2,949422.4K $
229American Electric Power Co Inc 3,220422.1K $
230Genuine Parts Co 3,895411.9K $
231iShares Core S&P Mid-Cap ETF 6,053408.8K $
232Ecolab Inc 1,534408.1K $
233Huntington Ingalls Industries, Inc. 1,074408K $
234Danaher Corp 2,142406.2K $
235Cencora Inc 1,275400.5K $
236FirstEnergy Corp 7,854397.9K $
237Cardinal Health, Inc. 1,880397.2K $
238Masco Corp 6,510393K $
239Boston Scientific Corp 6,251392.3K $
240Waste Management Inc 1,677385.4K $
241First Financial Bancorp 13,698381.9K $
242iShares Trust 3,883377.5K $
243Norfolk Southern Corp 1,315377.4K $
244Howmet Aerospace Inc 1,636377.1K $
245Dimensional ETF Trust 5,304376.1K $
246Sherwin-Williams Co/The 1,162372.6K $
247Illumina Inc 3,013371.4K $
248Fidelity Wise Origin Bitcoin Fund 6,276370.5K $
249Belden Inc 3,226370.4K $
250Electronic Arts Inc 1,815370.1K $
251Williams Cos Inc/The 5,068368.8K $
252Cadence Design Systems Inc 1,326368.3K $
253Cigna Group/The 1,375366.8K $
254Quanta Services Inc 659362.1K $
255Constellation Energy Corp. 1,294361.5K $
256Fortune Brands Innovations Inc 9,178357.7K $
257Synopsys Inc 896355.4K $
258SEI Investments Co 4,512354.1K $
259Cleveland-Cliffs Inc 41,574351.3K $
260CH Robinson Worldwide Inc 2,083345.9K $
261Centene Corp 10,364339.3K $
262Vanguard Mid-Cap ETF 1,169335.7K $
263Corning Inc 2,458334.2K $
264Docusign Inc 7,035333.5K $
265Mueller Industries Inc 2,996331.9K $
266Conagra Brands Inc 21,077331.3K $
267Global X Artificial Intelligence & Technology ETF 7,010327.2K $
268Entergy Corp 2,895325.3K $
269American Airlines Group Inc 30,269325.1K $
270Chipotle Mexican Grill Inc 10,142324.7K $
271Ameriprise Financial Inc 722320.7K $
272Global X Funds 9,599318.9K $
273Fortinet Inc 3,888317.8K $
274Cleanspark Inc 37,222316.8K $
275Consolidated Edison Inc 2,798316.6K $
276Emerson Electric Co. 2,403314.8K $
277Valero Energy Corp 1,257310.7K $
278Occidental Petroleum Corp 4,744308.4K $
279Quest Diagnostics Inc 1,573308.2K $
280Baker Hughes Co 5,031307.1K $
281Teradyne Inc 1,035306.8K $
282Incyte Corp 3,245305.4K $
283Omnicom Group Inc 3,961298.3K $
284Sandisk Corp/DE 469297.8K $
285Public Service Enterprise Group Inc 3,660296.3K $
286MSCI Inc 542292.3K $
287ONEOK Inc 3,232292.1K $
288Cincinnati Financial Corp 1,851291.3K $
289EQT Corp 4,552289.7K $
290Kinder Morgan, Inc. 8,574287.5K $
291VeriSign Inc 1,155286.9K $
292Tyson Foods Inc 4,473286.6K $
293Corebridge Financial Inc 12,007286.5K $
294Vanguard Growth ETF 654285.7K $
295Ameren Corp 2,597285.5K $
296RH INC 2,011281.2K $
297CenterPoint Energy Inc 6,487280K $
298iShares Russell 3000 ETF 755279.9K $
299Westinghouse Air Brake Technologies Corp 1,103275.6K $
300Optical Cable Corp 33,393275.5K $