Legacy Financial Group, Inc.
Legacy Financial Group, Inc. reported 104 holdings worth US$429M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Legacy Financial Group, Inc. reported 104 holdings worth US$429M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Oneok, Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 104
- Value as reported
- US$429M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 37,281 | US$10.8M | 2.5% |
| Alphabet Inc (google) Class C | 11,952 | US$4.27M | 1.00% |
| Oneok, Inc. | 46,209 | US$4.02M | 0.94% |
| Nvidia Corporation | 15,931 | US$3.19M | 0.74% |
| Berkshire Hathaway Inc. | 6,251 | US$3.13M | 0.73% |
| Microsoft Corp. | 5,880 | US$2.19M | 0.51% |
| Walmart Inc. | 13,137 | US$1.49M | 0.35% |
| Amazon.com, Inc. | 6,066 | US$1.45M | 0.34% |
| Caterpillar, Inc. | 1,070 | US$1.14M | 0.27% |
| Bancfirst Corporation | 9,675 | US$1.08M | 0.25% |
| Williams Companies, Inc. (the) | 12,209 | US$908K | 0.21% |
| Progressive Corporation (the) | 3,176 | US$694K | 0.16% |
| Jp Morgan Chase & Co. | 1,866 | US$611K | 0.14% |
| Abbvie Inc. | 2,222 | US$559K | 0.13% |
| Exxon Mobil Corporation | 3,318 | US$454K | 0.11% |
| Palantir Technologies Inc. | 3,669 | US$428K | 0.10% |
| Philip Morris International Inc | 2,358 | US$427K | 0.10% |
| Broadcom Inc. | 1,105 | US$417K | 0.10% |
| Micron Technology, Inc. | 357 | US$412K | 0.10% |
| Meta Platforms, Inc. | 722 | US$407K | 0.09% |
| Oge Energy Corp | 8,298 | US$404K | 0.09% |
| Advanced Micro Devices Inc | 644 | US$374K | 0.09% |
| Mcdonald's Corporation | 1,316 | US$356K | 0.08% |
| Chevron Corporation | 2,071 | US$343K | 0.08% |
| Johnson & Johnson | 1,337 | US$340K | 0.08% |
| Cisco Systems, Inc. | 2,877 | US$338K | 0.08% |
| Energy Transfer Lp | 17,550 | US$336K | 0.08% |
| Tesla, Inc. | 770 | US$324K | 0.08% |
| Eli Lilly And Company | 265 | US$317K | 0.07% |
| Merck & Company, Inc. | 2,283 | US$293K | 0.07% |
| Enterprise Products Partners L.p. | 7,616 | US$280K | 0.07% |
| American Express Company | 792 | US$268K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 539 | US$257K | 0.06% |
| Visa Inc. | 741 | US$254K | 0.06% |
| Alliance Resource Partners, L.p. | 10,595 | US$254K | 0.06% |
| Rtx Corporation | 1,327 | US$252K | 0.06% |
| United Rentals, Inc. | 220 | US$249K | 0.06% |
| Nextera Energy, Inc. | 2,792 | US$245K | 0.06% |
| Rockwell Automation, Inc. | 482 | US$239K | 0.06% |
| Verizon Communications Inc. | 5,513 | US$233K | 0.05% |
| Costco Wholesale Corporation | 249 | US$233K | 0.05% |
| Pjt Partners Inc. | 1,491 | US$225K | 0.05% |
| Asml Holding Nv | 110 | US$219K | 0.05% |
| Unitedhealth Group Incorporated | 526 | US$219K | 0.05% |
| Procter & Gamble Company (the) | 1,483 | US$217K | 0.05% |
| Altria Group, Inc. | 2,952 | US$212K | 0.05% |
| Steel Dynamics, Inc. | 908 | US$208K | 0.05% |
| Deere & Company | 320 | US$203K | 0.05% |
| O'reilly Automotive, Inc. | 2,188 | US$201K | 0.05% |
| Conocophillips | 0 | US$0 | 0.00% |
| Lloyds Banking Group Plc | 0 | US$0 | 0.00% |
Source
View original at SEC
Related