Legacy Capital Group California
Latest statistics and disclosures from Legacy Capital Group California's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, RBRK, JPST, BIL, and represent 22.08% of Legacy Capital Group California's stock portfolio.
- Added to shares of these 10 stocks: CMDT, ACN, CAH, VSAT, MU, EQT, TRV, VRTX, WDAY, HUBS.
- Started 30 new stock positions in HDB, GREK, AZN, COHU, LAC, CMDT, VSAT, HL, CMG, LLY.
- Reduced shares in these 10 stocks: JPST, XHLF, MSI, ROOT, DUOL, JNJ, BAC, , GLW, LBRDK.
- Sold out of its positions in AVB, BRBR, CDRE, LEU, CPRT, DHR, DUOL, ENVX, EQR, ERIC.
- Legacy Capital Group California was a net buyer of stock by $3.4M.
- Legacy Capital Group California has $393M in assets under management (AUM), dropping by 8.75%.
- Central Index Key (CIK): 0001977092
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Portfolio Holdings for Legacy Capital Group California
Legacy Capital Group California holds 328 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.3 | $33M | 128k | 254.63 |
|
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| NVIDIA Corporation (NVDA) | 5.1 | $20M | +3% | 108k | 186.58 |
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| Rubrik Cl A (RBRK) | 3.8 | $15M | 181k | 82.25 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.9 | $11M | -29% | 224k | 50.73 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 2.0 | $7.7M | -3% | 84k | 91.75 |
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| Microsoft Corporation (MSFT) | 1.7 | $6.7M | +11% | 13k | 517.96 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.5 | $5.8M | 74k | 78.34 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 1.5 | $5.8M | 72k | 80.65 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.2 | $4.7M | 93k | 50.78 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.2 | $4.6M | 171k | 26.84 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 1.2 | $4.5M | 47k | 96.14 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $4.4M | -7% | 14k | 315.43 |
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| Oklo Com Cl A (OKLO) | 1.1 | $4.3M | 39k | 111.63 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 1.0 | $4.1M | 110k | 37.50 |
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| International Business Machines (IBM) | 0.9 | $3.6M | +4% | 13k | 282.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.4M | -17% | 14k | 243.10 |
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| Goldman Sachs (GS) | 0.8 | $3.3M | +9% | 4.1k | 796.35 |
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| Constellation Energy (CEG) | 0.8 | $3.2M | 9.6k | 329.07 |
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| Fs Kkr Capital Corp (FSK) | 0.8 | $3.1M | +5% | 211k | 14.93 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $3.1M | 22k | 143.18 |
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| Walt Disney Company (DIS) | 0.8 | $3.0M | +11% | 26k | 114.50 |
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| Ea Series Trust Astoria Us Equal (ROE) | 0.8 | $3.0M | 87k | 34.57 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.7 | $2.6M | +34% | 17k | 148.61 |
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| Citigroup Com New (C) | 0.7 | $2.6M | 25k | 101.50 |
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| Spotify Technology S A SHS (SPOT) | 0.6 | $2.5M | -7% | 3.6k | 698.00 |
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| Amazon (AMZN) | 0.6 | $2.4M | 11k | 219.57 |
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| Newmont Mining Corporation (NEM) | 0.6 | $2.3M | +19% | 27k | 84.31 |
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| Select Sector Spdr Tr Technology (XLK) | 0.5 | $2.1M | 7.6k | 281.84 |
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| Celsius Hldgs Com New (CELH) | 0.5 | $2.1M | 37k | 57.49 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.1M | +562% | 8.5k | 246.59 |
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| Pimco Etf Tr Commodity Strat (CMDT) | 0.5 | $2.1M | NEW | 76k | 27.40 |
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| Meta Platforms Cl A (META) | 0.5 | $2.0M | 2.7k | 734.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.9M | -4% | 8.0k | 243.54 |
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| Cardinal Health (CAH) | 0.5 | $1.9M | +223% | 12k | 156.96 |
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| Qualcomm (QCOM) | 0.5 | $1.9M | +9% | 12k | 166.36 |
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| Digital Turbine Com New (APPS) | 0.5 | $1.9M | 302k | 6.40 |
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| Merck & Co (MRK) | 0.5 | $1.9M | 23k | 83.93 |
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| Axon Enterprise (AXON) | 0.5 | $1.9M | 2.6k | 717.64 |
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| Capital One Financial (COF) | 0.5 | $1.8M | 8.5k | 212.58 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.5 | $1.8M | 85k | 20.91 |
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| Quanta Services (PWR) | 0.4 | $1.8M | 4.2k | 414.42 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.8M | 5.8k | 300.82 |
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| Tesla Motors (TSLA) | 0.4 | $1.8M | +73% | 3.9k | 444.72 |
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| Carvana Cl A (CVNA) | 0.4 | $1.7M | 4.5k | 377.24 |
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| Micron Technology (MU) | 0.4 | $1.7M | +238% | 10k | 167.32 |
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| Oracle Corporation (ORCL) | 0.4 | $1.7M | -12% | 6.0k | 281.23 |
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| Tenet Healthcare Corp Com New (THC) | 0.4 | $1.7M | 8.2k | 203.04 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.6M | 16k | 103.06 |
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| Ubs Group SHS (UBS) | 0.4 | $1.6M | 39k | 41.00 |
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| Allstate Corporation (ALL) | 0.4 | $1.6M | 7.5k | 214.65 |
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| Cisco Systems (CSCO) | 0.4 | $1.6M | +51% | 23k | 68.42 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.6M | -38% | 8.4k | 185.43 |
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| Howmet Aerospace (HWM) | 0.4 | $1.6M | 7.9k | 196.23 |
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| Grand Canyon Education (LOPE) | 0.4 | $1.5M | 6.9k | 219.52 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.5M | 3.1k | 490.38 |
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| Ishares Msci Eurzone Etf (EZU) | 0.4 | $1.5M | +10% | 24k | 61.94 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $1.5M | -27% | 6.3k | 236.06 |
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| Uber Technologies (UBER) | 0.4 | $1.5M | 15k | 97.97 |
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| Boeing Company (BA) | 0.4 | $1.5M | 6.9k | 215.83 |
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| Monster Beverage Corp (MNST) | 0.4 | $1.5M | 22k | 67.31 |
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| Hf Sinclair Corp (DINO) | 0.4 | $1.5M | 28k | 52.34 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $1.4M | -17% | 11k | 133.90 |
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| Corning Incorporated (GLW) | 0.4 | $1.4M | -33% | 17k | 82.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.4M | -13% | 2.8k | 502.70 |
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| General Dynamics Corporation (GD) | 0.4 | $1.4M | 4.1k | 341.00 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.4M | +26% | 8.4k | 161.79 |
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| Medtronic SHS (MDT) | 0.3 | $1.4M | +2% | 14k | 95.24 |
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| Netflix (NFLX) | 0.3 | $1.3M | -11% | 1.1k | 1198.92 |
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| Ishares Msci Italy Etf (EWI) | 0.3 | $1.3M | +4% | 25k | 51.95 |
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| Chewy Cl A (CHWY) | 0.3 | $1.3M | 32k | 40.45 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.3M | -22% | 4.6k | 279.31 |
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| T Rowe Price Etf Small Mid Cap (TMSL) | 0.3 | $1.3M | 36k | 35.17 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.3 | $1.2M | 46k | 27.31 |
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| ViaSat (VSAT) | 0.3 | $1.2M | NEW | 42k | 29.30 |
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| Caterpillar (CAT) | 0.3 | $1.2M | 2.5k | 477.15 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.2M | +8% | 13k | 93.37 |
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| Ishares Msci Singpor Etf (EWS) | 0.3 | $1.2M | +5% | 42k | 28.34 |
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| Ishares Msci Germany Etf (EWG) | 0.3 | $1.2M | 28k | 41.61 |
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| Tapestry (TPR) | 0.3 | $1.2M | -27% | 10k | 113.22 |
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| Bank of America Corporation (BAC) | 0.3 | $1.2M | -42% | 23k | 51.59 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $1.2M | 42k | 27.97 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.3 | $1.2M | -62% | 23k | 50.42 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.2M | +5% | 22k | 53.87 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | -3% | 6.9k | 167.33 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $1.1M | +6% | 27k | 41.97 |
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| Cummins (CMI) | 0.3 | $1.1M | 2.7k | 422.37 |
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| salesforce (CRM) | 0.3 | $1.1M | +43% | 4.7k | 237.00 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $1.1M | +47% | 3.2k | 352.75 |
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| CVS Caremark Corporation (CVS) | 0.3 | $1.1M | 15k | 75.39 |
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| Ishares Msci Sweden Etf (EWD) | 0.3 | $1.1M | +7% | 24k | 47.20 |
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| Unilever Spon Adr New (UL) | 0.3 | $1.1M | -14% | 19k | 59.28 |
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| CBOE Holdings (CBOE) | 0.3 | $1.1M | 4.4k | 245.25 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $1.1M | +72% | 19k | 55.49 |
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| EQT Corporation (EQT) | 0.3 | $1.1M | NEW | 19k | 54.43 |
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| Nrg Energy Com New (NRG) | 0.3 | $1.1M | +7% | 6.5k | 161.95 |
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| Upstart Hldgs (UPST) | 0.3 | $1.0M | 21k | 50.80 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $1.0M | -7% | 19k | 54.09 |
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| Jabil Circuit (JBL) | 0.3 | $1.0M | -12% | 4.8k | 217.17 |
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| Barclays Adr (BCS) | 0.3 | $1.0M | 50k | 20.67 |
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| Archer Daniels Midland Company (ADM) | 0.3 | $1.0M | 17k | 59.74 |
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| Air Products & Chemicals (APD) | 0.3 | $1.0M | 3.7k | 272.72 |
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| Intuit (INTU) | 0.3 | $998k | 1.5k | 682.79 |
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| Travelers Companies (TRV) | 0.3 | $995k | NEW | 3.6k | 279.22 |
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| Dutch Bros Cl A (BROS) | 0.3 | $994k | 19k | 52.34 |
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| Palomar Hldgs (PLMR) | 0.3 | $993k | 8.5k | 116.75 |
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| Nortonlifelock (GEN) | 0.3 | $990k | 35k | 28.39 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $990k | +20% | 2.8k | 355.49 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $980k | 40k | 24.56 |
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| Eaton Corp SHS (ETN) | 0.2 | $963k | 2.6k | 374.25 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $956k | NEW | 2.4k | 391.64 |
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| Cameco Corporation (CCJ) | 0.2 | $940k | +3% | 11k | 83.86 |
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| Norfolk Southern (NSC) | 0.2 | $930k | 3.1k | 300.41 |
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| Workday Cl A (WDAY) | 0.2 | $928k | NEW | 3.9k | 240.73 |
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| Chevron Corporation (CVX) | 0.2 | $927k | 6.0k | 155.30 |
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| Hubspot (HUBS) | 0.2 | $913k | NEW | 2.0k | 467.80 |
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| Bristol Myers Squibb (BMY) | 0.2 | $909k | -27% | 20k | 45.10 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $909k | NEW | 9.5k | 95.47 |
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| Amgen (AMGN) | 0.2 | $903k | 3.2k | 282.20 |
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| Prudential Financial (PRU) | 0.2 | $880k | +28% | 8.5k | 103.74 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $875k | -19% | 16k | 53.40 |
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| Metropcs Communications (TMUS) | 0.2 | $873k | 3.6k | 239.38 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $863k | 4.2k | 206.51 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $846k | +6% | 12k | 70.98 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $846k | +19% | 5.5k | 154.23 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $844k | NEW | 22k | 39.19 |
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| Verizon Communications (VZ) | 0.2 | $838k | +19% | 19k | 43.95 |
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| Broadcom (AVGO) | 0.2 | $830k | -36% | 2.5k | 329.91 |
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| Synchrony Financial (SYF) | 0.2 | $807k | 11k | 71.05 |
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| Arista Networks Com Shs (ANET) | 0.2 | $806k | -38% | 5.5k | 145.71 |
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| Abbott Laboratories (ABT) | 0.2 | $803k | 6.0k | 133.94 |
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| Morgan Stanley Com New (MS) | 0.2 | $803k | 5.1k | 158.96 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $802k | 6.8k | 118.38 |
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| Ameriprise Financial (AMP) | 0.2 | $793k | 1.6k | 491.25 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $789k | -38% | 3.6k | 219.53 |
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| Cintas Corporation (CTAS) | 0.2 | $788k | -2% | 3.8k | 205.26 |
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| Rbc Cad (RY) | 0.2 | $788k | +7% | 5.3k | 147.32 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $787k | 3.0k | 259.44 |
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| Citizens Financial (CFG) | 0.2 | $772k | 15k | 53.16 |
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| Comerica Incorporated (CMA) | 0.2 | $771k | 11k | 68.52 |
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| Deere & Company (DE) | 0.2 | $767k | 1.7k | 457.26 |
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| Nexgen Energy (NXE) | 0.2 | $762k | +11% | 85k | 8.95 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $761k | +11% | 7.0k | 108.96 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $760k | +32% | 1.5k | 499.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $755k | +10% | 2.3k | 328.20 |
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| AFLAC Incorporated (AFL) | 0.2 | $747k | -33% | 6.7k | 111.70 |
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| American Eagle Outfitters (AEO) | 0.2 | $747k | 44k | 17.11 |
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| Omni (OMC) | 0.2 | $743k | +26% | 9.1k | 81.53 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $737k | -2% | 2.6k | 287.00 |
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| Mosaic (MOS) | 0.2 | $733k | +91% | 21k | 34.68 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $733k | -15% | 5.5k | 132.40 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $728k | -11% | 4.0k | 182.42 |
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| Whirlpool Corporation (WHR) | 0.2 | $725k | +20% | 9.2k | 78.60 |
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| Digital Realty Trust (DLR) | 0.2 | $723k | 4.2k | 172.88 |
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| Boston Scientific Corporation (BSX) | 0.2 | $721k | NEW | 7.4k | 97.63 |
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| Sap Se Spon Adr (SAP) | 0.2 | $713k | +103% | 2.7k | 267.21 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $713k | +78% | 5.9k | 120.72 |
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| Ishares Tr Msci Peru And Gl (EPU) | 0.2 | $711k | +5% | 12k | 61.50 |
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| Bruker Corporation (BRKR) | 0.2 | $703k | +102% | 22k | 32.49 |
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| Truist Financial Corp equities (TFC) | 0.2 | $675k | 15k | 45.72 |
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| Peak (DOC) | 0.2 | $674k | +75% | 35k | 19.15 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $672k | 1.2k | 568.81 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $671k | -30% | 693.00 | 968.09 |
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| CMS Energy Corporation (CMS) | 0.2 | $662k | -2% | 9.0k | 73.26 |
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| American Express Company (AXP) | 0.2 | $660k | 2.0k | 332.16 |
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| Nutrien (NTR) | 0.2 | $658k | 11k | 58.71 |
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| Gilead Sciences (GILD) | 0.2 | $651k | 5.9k | 110.99 |
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| Key (KEY) | 0.2 | $644k | 34k | 18.69 |
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| Us Bancorp Del Com New (USB) | 0.2 | $636k | 13k | 48.33 |
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| Fresh Del Monte Produce Ord (FDP) | 0.2 | $635k | 18k | 34.72 |
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| Wendy's/arby's Group (WEN) | 0.2 | $631k | NEW | 69k | 9.16 |
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| Kulicke and Soffa Industries (KLIC) | 0.2 | $630k | 16k | 40.64 |
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| Costco Wholesale Corporation (COST) | 0.2 | $630k | -5% | 680.00 | 925.97 |
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| Waste Management (WM) | 0.2 | $629k | 2.8k | 220.83 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.2 | $628k | +5% | 15k | 41.14 |
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| Pfizer (PFE) | 0.2 | $621k | 24k | 25.48 |
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| Global X Fds Msci Greece Etf (GREK) | 0.2 | $613k | NEW | 9.5k | 64.40 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $598k | -12% | 10k | 59.69 |
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| Kla Corp Com New (KLAC) | 0.2 | $598k | NEW | 554.00 | 1078.60 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $598k | 7.2k | 83.34 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $597k | 14k | 41.58 |
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| Trilogy Metals (TMQ) | 0.2 | $595k | +27% | 283k | 2.10 |
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| United Parcel Service CL B (UPS) | 0.1 | $582k | +42% | 7.0k | 83.53 |
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| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $580k | +5% | 27k | 21.55 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $579k | 5.1k | 112.75 |
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| Curtiss-Wright (CW) | 0.1 | $574k | +14% | 1.1k | 542.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $573k | +31% | 955.00 | 600.38 |
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| Meritage Homes Corporation (MTH) | 0.1 | $566k | 7.8k | 72.43 |
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| Dt Midstream Common Stock (DTM) | 0.1 | $565k | +17% | 5.0k | 113.06 |
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| Corpay Com Shs (CPAY) | 0.1 | $560k | 1.9k | 288.06 |
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| Stryker Corporation (SYK) | 0.1 | $557k | 1.5k | 369.67 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $556k | +43% | 2.3k | 239.64 |
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| Investment Managers Ser Tr I Alternative Acce (AAA) | 0.1 | $555k | -4% | 22k | 25.00 |
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| Vistra Energy (VST) | 0.1 | $551k | +12% | 2.8k | 195.92 |
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| Ishares Tr Msci Uae Etf (UAE) | 0.1 | $539k | +5% | 29k | 18.89 |
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| Molson Coors Beverage CL B (TAP) | 0.1 | $534k | -11% | 12k | 45.25 |
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| Agnico (AEM) | 0.1 | $533k | +6% | 3.2k | 168.56 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $531k | 6.9k | 76.62 |
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| Hasbro (HAS) | 0.1 | $526k | 6.9k | 75.85 |
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| Manpower (MAN) | 0.1 | $525k | 14k | 37.90 |
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| Intel Corporation (INTC) | 0.1 | $524k | +3% | 16k | 33.55 |
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| Amphenol Corp Cl A (APH) | 0.1 | $510k | NEW | 4.1k | 123.75 |
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| Waste Connections (WCN) | 0.1 | $509k | 2.9k | 175.80 |
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| Xcel Energy (XEL) | 0.1 | $507k | 6.3k | 80.65 |
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| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $507k | +7% | 26k | 19.64 |
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| Starbucks Corporation (SBUX) | 0.1 | $504k | +5% | 6.0k | 84.60 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $502k | 754.00 | 666.18 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $492k | 5.3k | 93.25 |
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| Hormel Foods Corporation (HRL) | 0.1 | $487k | 20k | 24.74 |
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| Kroger (KR) | 0.1 | $486k | 7.2k | 67.41 |
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| Devon Energy Corporation (DVN) | 0.1 | $486k | 14k | 35.06 |
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| Civitas Resources Com New (CIVI) | 0.1 | $485k | 15k | 32.50 |
|
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| First Solar (FSLR) | 0.1 | $482k | 2.2k | 220.53 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $477k | 2.7k | 176.80 |
|
|
| Ferroglobe SHS (GSM) | 0.1 | $476k | +9% | 105k | 4.55 |
|
| PPG Industries (PPG) | 0.1 | $474k | 4.5k | 105.11 |
|
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $471k | +7% | 638.00 | 737.56 |
|
| Lumentum Hldgs (LITE) | 0.1 | $470k | -24% | 2.9k | 162.71 |
|
| Kimco Realty Corporation (KIM) | 0.1 | $460k | 21k | 21.85 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $448k | +4% | 2.5k | 178.73 |
|
| International Paper Company (IP) | 0.1 | $445k | -15% | 9.6k | 46.40 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $438k | +2% | 12k | 35.41 |
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $433k | +6% | 22k | 19.50 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $430k | +7% | 37k | 11.60 |
|
| News Corp CL B (NWS) | 0.1 | $424k | +7% | 12k | 34.55 |
|
| Albemarle Corporation (ALB) | 0.1 | $419k | +27% | 5.2k | 81.08 |
|
| General Motors Company (GM) | 0.1 | $418k | 6.9k | 60.97 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $415k | 1.4k | 293.50 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $415k | +38% | 5.1k | 81.25 |
|
| Blackrock (BLK) | 0.1 | $414k | 355.00 | 1165.87 |
|
|
| EOG Resources (EOG) | 0.1 | $414k | 3.7k | 112.12 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $411k | 4.6k | 89.34 |
|
|
| Elanco Animal Health (ELAN) | 0.1 | $410k | +7% | 20k | 20.14 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $409k | +7% | 3.2k | 128.24 |
|
| Fifth Third Ban (FITB) | 0.1 | $409k | 9.2k | 44.55 |
|
|
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.1 | $409k | +3% | 5.9k | 69.76 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $406k | NEW | 5.3k | 76.72 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $404k | -35% | 12k | 34.86 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $403k | 901.00 | 447.23 |
|
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $402k | 8.6k | 46.63 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $398k | 15k | 27.26 |
|
|
| Home Depot (HD) | 0.1 | $398k | +4% | 981.00 | 405.19 |
|
| EnerSys (ENS) | 0.1 | $396k | 3.5k | 112.96 |
|
|
| Anthem (ELV) | 0.1 | $393k | +62% | 1.2k | 323.12 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $391k | -3% | 4.1k | 95.15 |
|
| MercadoLibre (MELI) | 0.1 | $390k | +5% | 167.00 | 2336.94 |
|
| Virtu Finl Cl A (VIRT) | 0.1 | $389k | -13% | 11k | 35.50 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $385k | +68% | 12k | 31.96 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $384k | 627.00 | 612.85 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $382k | +31% | 9.0k | 42.37 |
|
| PNC Financial Services (PNC) | 0.1 | $381k | 1.9k | 200.93 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $379k | NEW | 2.4k | 159.70 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $379k | +20% | 7.1k | 53.08 |
|
| Snap-on Incorporated (SNA) | 0.1 | $379k | -17% | 1.1k | 346.61 |
|
| Visa Com Cl A (V) | 0.1 | $378k | +5% | 1.1k | 341.38 |
|
| Sea Sponsord Ads (SE) | 0.1 | $376k | NEW | 2.1k | 178.73 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $374k | 987.00 | 378.94 |
|
|
| Philip Morris International (PM) | 0.1 | $372k | +30% | 2.3k | 162.20 |
|
| Cohu (COHU) | 0.1 | $372k | NEW | 18k | 20.33 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $364k | 2.6k | 139.17 |
|
|
| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.1 | $359k | +27% | 4.0k | 88.93 |
|
| Carpenter Technology Corporation (CRS) | 0.1 | $359k | NEW | 1.5k | 245.54 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.1 | $357k | +4% | 45k | 7.99 |
|
| Celanese Corporation (CE) | 0.1 | $356k | NEW | 8.5k | 42.08 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $352k | NEW | 10k | 34.16 |
|
| MetLife (MET) | 0.1 | $348k | 4.2k | 82.37 |
|
|
| Denison Mines Corp (DNN) | 0.1 | $345k | +2% | 126k | 2.75 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $340k | NEW | 3.4k | 101.37 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $337k | 6.6k | 50.75 |
|
|
| NetApp (NTAP) | 0.1 | $334k | 2.8k | 118.46 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.1 | $333k | +9% | 3.7k | 88.76 |
|
| Paypal Holdings (PYPL) | 0.1 | $332k | +21% | 5.0k | 67.06 |
|
| Calavo Growers (CVGW) | 0.1 | $330k | -12% | 13k | 25.74 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $329k | +7% | 3.4k | 95.43 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $328k | 3.8k | 85.55 |
|
|
| Bank Ozk (OZK) | 0.1 | $325k | 6.4k | 50.98 |
|
|
| Hldgs (UAL) | 0.1 | $323k | -2% | 3.3k | 96.50 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $322k | +5% | 8.9k | 36.15 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $318k | +25% | 10k | 31.42 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $318k | +11% | 1.8k | 177.35 |
|
| Manulife Finl Corp (MFC) | 0.1 | $317k | +7% | 10k | 31.15 |
|
| Target Corporation (TGT) | 0.1 | $316k | +60% | 3.5k | 89.70 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $313k | +25% | 1.2k | 256.45 |
|
| Procter & Gamble Company (PG) | 0.1 | $313k | +11% | 2.0k | 153.65 |
|
| World Fuel Services Corporation (WKC) | 0.1 | $312k | 12k | 25.95 |
|
|
| Lowe's Companies (LOW) | 0.1 | $311k | 1.2k | 251.31 |
|
|
| Ishares Tr Europe Etf (IEV) | 0.1 | $310k | +32% | 4.7k | 65.48 |
|
| eBay (EBAY) | 0.1 | $310k | NEW | 3.4k | 90.95 |
|
| Globus Med Cl A (GMED) | 0.1 | $307k | -17% | 5.4k | 57.27 |
|
| Palo Alto Networks (PANW) | 0.1 | $307k | +12% | 1.5k | 203.62 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $305k | +32% | 7.1k | 42.70 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $296k | +6% | 609.00 | 485.22 |
|
| Dick's Sporting Goods (DKS) | 0.1 | $294k | 1.3k | 222.22 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $291k | +5% | 10k | 28.79 |
|
| Enbridge (ENB) | 0.1 | $288k | +6% | 5.7k | 50.46 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.1 | $286k | 5.8k | 49.66 |
|
|
| Benchmark Electronics (BHE) | 0.1 | $281k | 7.3k | 38.55 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $280k | 9.1k | 30.80 |
|
|
| Moody's Corporation (MCO) | 0.1 | $273k | +4% | 572.00 | 476.48 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $272k | +8% | 1.8k | 150.86 |
|
| Lithium Amers Corp Com Shs (LAC) | 0.1 | $267k | NEW | 47k | 5.71 |
|
| Amer (UHAL) | 0.1 | $262k | +13% | 4.6k | 57.07 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $258k | -13% | 5.4k | 47.76 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $257k | 4.8k | 53.24 |
|
|
| Bny Mellon Etf Trust High Yield Etf (BKHY) | 0.1 | $247k | 5.1k | 48.70 |
|
|
| Core Natural Resources Com Shs (CNR) | 0.1 | $242k | NEW | 2.9k | 83.48 |
|
| Spdr Series Trust Bloomberg Invt (FLRN) | 0.1 | $241k | 7.8k | 30.86 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $240k | 4.7k | 51.28 |
|
|
| Greenbrier Companies (GBX) | 0.1 | $240k | 5.2k | 46.17 |
|
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $240k | 4.8k | 50.23 |
|
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $238k | 4.7k | 51.07 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.1 | $238k | NEW | 3.5k | 68.43 |
|
| FedEx Corporation (FDX) | 0.1 | $237k | 1.0k | 235.81 |
|
|
| Pepsi (PEP) | 0.1 | $234k | +5% | 1.7k | 140.48 |
|
| Oceaneering International (OII) | 0.1 | $233k | NEW | 9.4k | 24.78 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $232k | -23% | 4.3k | 54.30 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $232k | 346.00 | 669.30 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $226k | NEW | 296.00 | 763.00 |
|
| Nike CL B (NKE) | 0.1 | $222k | -11% | 3.2k | 69.73 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $217k | -12% | 669.00 | 323.58 |
|
| Zimmer Holdings (ZBH) | 0.1 | $216k | NEW | 2.2k | 98.50 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $213k | -32% | 1.8k | 119.51 |
|
| Smurfit Westrock SHS (SW) | 0.1 | $211k | 4.9k | 42.57 |
|
|
| American Tower Reit (AMT) | 0.1 | $201k | 1.0k | 192.32 |
|
|
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $190k | 35k | 5.43 |
|
|
| Sigma Lithium Corporation (SGML) | 0.0 | $150k | +133% | 24k | 6.41 |
|
| Kennedy-Wilson Holdings (KW) | 0.0 | $148k | +20% | 18k | 8.32 |
|
| Hecla Mining Company (HL) | 0.0 | $141k | NEW | 12k | 12.10 |
|
| Ur-energy (URG) | 0.0 | $36k | +37% | 20k | 1.79 |
|
Past Filings by Legacy Capital Group California
SEC 13F filings are viewable for Legacy Capital Group California going back to 2023
- Legacy Capital Group California 2025 Q3 filed Nov. 12, 2025
- Legacy Capital Group California 2025 Q2 filed July 14, 2025
- Legacy Capital Group California 2025 Q1 filed May 9, 2025
- Legacy Capital Group California 2024 Q4 filed Feb. 3, 2025
- Legacy Capital Group California 2024 Q3 filed Oct. 23, 2024
- Legacy Capital Group California 2024 Q2 filed July 22, 2024
- Legacy Capital Group California 2024 Q1 filed May 7, 2024
- Legacy Capital Group California 2023 Q4 filed Feb. 8, 2024
- Legacy Capital Group California 2023 Q3 filed Nov. 6, 2023
- Legacy Capital Group California 2023 Q2 filed Aug. 10, 2023
- Legacy Capital Group California 2023 Q1 filed May 11, 2023