Institutions / Legacy Capital Group California, Inc.
Legacy Capital Group California, Inc.
CIK 1977092 · Institution · as of Dec 31, 2025
Portfolio value
$412.71M
Positions
336
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 336 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $34.45M | 8.3% |
| NVIDIA Corp | $19.02M | 4.6% |
| Rubrik, Inc. | $13.85M | 3.4% |
| J P Morgan Exchange Traded F | $11.92M | 2.9% |
| SPDR Series Trust | $7.86M | 1.9% |
| Advanced Micro Devices Inc | $7.38M | 1.8% |
| SPDR Series Trust | $5.72M | 1.4% |
| SPDR Series Trust | $5.69M | 1.4% |
| Microsoft Corp | $4.80M | 1.2% |
| FS KKR Capital CorpFSK | $4.64M | 1.1% |
| Janus Detroit Str Tr | $4.53M | 1.1% |
| JPMorgan Chase & Co | $4.41M | 1.1% |
| PIMCO ETF Tr | $4.38M | 1.1% |
| PIMCO ETF Tr | $4.36M | 1.1% |
| Alphabet Inc. | $4.35M | 1.1% |
| Victory Portfolios II | $4.17M | 1.0% |
| International Business Machines Corp | $3.64M | 0.9% |
| The Goldman Sachs Group, Inc. | $3.60M | 0.9% |
| Constellation Energy Corp | $3.41M | 0.8% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $3.04M | 0.7% |
| Citigroup Inc | $2.96M | 0.7% |
| Ea Series Trust | $2.94M | 0.7% |
| Merck & Co., Inc. | $2.93M | 0.7% |
| Meta Platforms Inc | $2.88M | 0.7% |
| Shopify Inc | $2.74M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.