Legacy Financial Advisors, Inc. Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$640.1M

Holdings

339

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (339 positions)

StockValue
CTRACABOT OIL & GAS CP COM
$251K
CLCOLGATE PALMOLIVE CO COM
$249K
NRANRG ENERGY INC NEW
$249K
DFSBDIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF
$247K
ILMNILLUMINA INC
$247K
CNPCENTERPOINT ENERGY INC COM
$246K
ITWILLINOIS TOOL WKS INC COM
$245K
VOVANGUARD MID CAP
$242K
HCAHCA INC
$239K
BBARRICK GOLD CORP F
$237K
BXBLACKSTONE GROUP LP
$233K
BAPCREDICORP LTD
$232K
EDCONSOLIDATED EDISON INC COM
$231K
BMOBANK OF MONTREAL
$231K
URIUNITED RENTALS INC
$231K
CHRWC H ROBINSON WORLDWIDE INC COM NEW
$229K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$226K
CPCANADIAN PACIFIC KANSAS CITY COM
$226K
ALCALCON AG ORD SHS
$225K
EAELECTRONICS ARTS
$225K
RSGREPUBLIC SERVICES INC
$218K
AFLAFLAC INC COM
$217K
HIGHARTFORD FINL SVCS GROUP INC
$216K
FISFIDELITY NATL INFO SVCS
$216K
CROXCROCS INC
$213K
OKEONEOK INC NEW COM
$210K
CFRCULLEN FROST BANKERS INC COM
$210K
DASHDOORDASH INC CL A
$209K
AEPAMERICAN ELEC PWR CO INC COM
$207K
CECELANESE CORPORATION
$206K
FDXFEDEX CORP
$205K
AMCRAMCOR PLC ORD
$205K
ROSTROSS STORES INC
$205K
DBDEUTSCHE BANK A G NAMEN AKT
$204K
ROPROPER TECHNOLOGIES INC COM
$203K
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
$202K
CMICUMMINS INC COM
$200K
APPSDIGITAL TURBINE INC COM NEW
$112K
CHPTCHARGEPOINT HOLDINGS INC COM SHS
$25K
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