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 21.10% of Legacy Capital Group California's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$5.6M), FLRN, RKLB, PLTR, WGS, FSK, SOFI, REGN, LMND, EIS.
- Started 41 new stock positions in AMAT, LMND, AGG, Unilever, EIS, BLDR, AER, SOFI, FS Specialty Lending Fund, BE.
- Reduced shares in these 10 stocks: APPS, CMDT, , UBER, MSFT, CHWY, SPOT, CTA, NVDA, MU.
- Sold out of its positions in AMT, AZN, BJ, CVGW, CHWY, CMG, CPAY, APPS, BROS, ENB.
- Legacy Capital Group California was a net buyer of stock by $12M.
- Legacy Capital Group California has $413M in assets under management (AUM), dropping by 5.13%.
- Central Index Key (CIK): 0001977092
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Portfolio Holdings for Legacy Capital Group California
Legacy Capital Group California holds 336 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.3 | $34M | 127k | 271.86 |
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| NVIDIA Corporation (NVDA) | 4.6 | $19M | -5% | 102k | 186.50 |
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| Rubrik Cl A (RBRK) | 3.4 | $14M | 181k | 76.48 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.9 | $12M | +5% | 236k | 50.59 |
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| Spdr Series Trust State Street Spd (BIL) | 1.9 | $7.9M | +2% | 86k | 91.38 |
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| Advanced Micro Devices (AMD) | 1.8 | $7.4M | +311% | 35k | 214.16 |
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| Spdr Series Trust State Street Spd (SPLG) | 1.4 | $5.7M | -3% | 71k | 80.22 |
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| Spdr Series Trust State Street Spd (SPTM) | 1.4 | $5.7M | -3% | 69k | 82.50 |
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| Microsoft Corporation (MSFT) | 1.2 | $4.8M | -22% | 9.9k | 483.64 |
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| Fs Kkr Capital Corp (FSK) | 1.1 | $4.6M | +48% | 314k | 14.81 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.1 | $4.5M | -3% | 90k | 50.58 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $4.4M | 14k | 322.22 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 1.1 | $4.4M | -2% | 46k | 95.94 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.1 | $4.4M | -4% | 163k | 26.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $4.4M | 14k | 313.00 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 1.0 | $4.2M | -3% | 106k | 39.38 |
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| International Business Machines (IBM) | 0.9 | $3.6M | -2% | 12k | 296.21 |
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| Goldman Sachs (GS) | 0.9 | $3.6M | 4.1k | 879.00 |
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| Constellation Energy (CEG) | 0.8 | $3.4M | 9.6k | 353.27 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.7 | $3.0M | +1170% | 99k | 30.73 |
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| Citigroup Com New (C) | 0.7 | $3.0M | 25k | 116.69 |
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| Ea Series Trust Astoria Us Equal (ROE) | 0.7 | $2.9M | -3% | 83k | 35.27 |
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| Merck & Co (MRK) | 0.7 | $2.9M | +21% | 28k | 105.26 |
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| Meta Platforms Cl A (META) | 0.7 | $2.9M | +61% | 4.4k | 660.05 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.7 | $2.7M | 17k | 160.97 |
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| Walt Disney Company (DIS) | 0.6 | $2.7M | -10% | 23k | 113.77 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $2.6M | +266% | 15k | 177.75 |
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| Amazon (AMZN) | 0.6 | $2.5M | 11k | 230.82 |
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| Oklo Com Cl A (OKLO) | 0.6 | $2.4M | -12% | 34k | 71.76 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.6 | $2.4M | 21k | 113.10 |
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| General Dynamics Corporation (GD) | 0.6 | $2.3M | +72% | 7.0k | 336.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.3M | -6% | 7.5k | 313.79 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $2.3M | +2% | 8.7k | 268.29 |
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| Ge Aerospace Com New (GE) | 0.6 | $2.3M | +28% | 7.5k | 308.03 |
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| Cardinal Health (CAH) | 0.6 | $2.3M | -9% | 11k | 205.50 |
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| Newmont Mining Corporation (NEM) | 0.5 | $2.2M | -18% | 22k | 99.85 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $2.1M | +91% | 15k | 143.97 |
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| Bank of America Corporation (BAC) | 0.5 | $2.1M | +67% | 38k | 55.00 |
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| Capital One Financial (COF) | 0.5 | $2.0M | 8.5k | 242.36 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.0M | +17% | 9.9k | 206.96 |
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| Qualcomm (QCOM) | 0.5 | $2.0M | 12k | 171.05 |
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| Rocket Lab Corp (RKLB) | 0.5 | $1.9M | NEW | 28k | 69.76 |
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| Tenet Healthcare Corp Com New (THC) | 0.5 | $1.9M | +18% | 9.7k | 198.72 |
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| Carvana Cl A (CVNA) | 0.5 | $1.9M | 4.4k | 422.02 |
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| Tesla Motors (TSLA) | 0.5 | $1.9M | +5% | 4.2k | 449.70 |
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| Ubs Group SHS (UBS) | 0.4 | $1.8M | 40k | 46.31 |
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| Cisco Systems (CSCO) | 0.4 | $1.8M | 23k | 77.03 |
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| Micron Technology (MU) | 0.4 | $1.8M | -38% | 6.2k | 285.41 |
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| Quanta Services (PWR) | 0.4 | $1.8M | 4.2k | 422.06 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.8M | 16k | 111.41 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.7M | +42% | 18k | 96.03 |
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| Monster Beverage Corp (MNST) | 0.4 | $1.7M | +3% | 23k | 76.67 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.4 | $1.7M | -2% | 82k | 20.83 |
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| General Motors Company (GM) | 0.4 | $1.7M | +206% | 21k | 81.32 |
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| Celsius Hldgs Com New (CELH) | 0.4 | $1.7M | 37k | 45.74 |
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| Howmet Aerospace (HWM) | 0.4 | $1.6M | 7.9k | 205.02 |
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| Ishares Msci Eurzone Etf (EZU) | 0.4 | $1.6M | +2% | 25k | 64.10 |
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| Corning Incorporated (GLW) | 0.4 | $1.6M | +5% | 18k | 87.56 |
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| Genedx Holdings Corp Com Cl A (WGS) | 0.4 | $1.6M | NEW | 12k | 130.06 |
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| Allstate Corporation (ALL) | 0.4 | $1.6M | 7.5k | 208.15 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $1.5M | -11% | 5.6k | 275.39 |
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| Medtronic SHS (MDT) | 0.4 | $1.5M | +12% | 16k | 96.06 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $1.5M | -16% | 8.9k | 171.18 |
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| Boeing Company (BA) | 0.4 | $1.5M | 6.8k | 217.12 |
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| ViaSat (VSAT) | 0.4 | $1.5M | 42k | 34.46 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.4M | 3.0k | 468.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.4M | 2.8k | 502.61 |
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| Cummins (CMI) | 0.3 | $1.4M | 2.7k | 510.45 |
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| Sofi Technologies (SOFI) | 0.3 | $1.3M | NEW | 52k | 26.18 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.3M | -4% | 4.4k | 303.91 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $1.3M | NEW | 1.7k | 771.87 |
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| Tapestry (TPR) | 0.3 | $1.3M | 10k | 127.77 |
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| Lemonade (LMND) | 0.3 | $1.3M | NEW | 18k | 71.18 |
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| Ishares Msci Italy Etf (EWI) | 0.3 | $1.3M | -4% | 24k | 54.33 |
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| salesforce (CRM) | 0.3 | $1.3M | +2% | 4.8k | 264.91 |
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| Ishares Msci Israel Etf (EIS) | 0.3 | $1.3M | NEW | 12k | 110.03 |
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| Hf Sinclair Corp (DINO) | 0.3 | $1.3M | 28k | 46.08 |
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| Barclays Adr (BCS) | 0.3 | $1.3M | 50k | 25.45 |
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| T Rowe Price Etf Small Mid Cap (TMSL) | 0.3 | $1.3M | -3% | 35k | 35.90 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.3M | 6.8k | 183.40 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $1.2M | +5% | 23k | 54.77 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.3 | $1.2M | -3% | 44k | 28.06 |
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| Bloom Energy Corp Com Cl A (BE) | 0.3 | $1.2M | NEW | 14k | 86.89 |
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| Ishares Msci Germany Etf (EWG) | 0.3 | $1.2M | 28k | 42.50 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $1.2M | 27k | 43.98 |
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| Caterpillar (CAT) | 0.3 | $1.2M | -18% | 2.0k | 572.87 |
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| CVS Caremark Corporation (CVS) | 0.3 | $1.2M | 15k | 79.36 |
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| Ishares Msci Sweden Etf (EWD) | 0.3 | $1.2M | 24k | 49.23 |
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| Ishares Msci Singpor Etf (EWS) | 0.3 | $1.1M | 42k | 27.51 |
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| American Eagle Outfitters (AEO) | 0.3 | $1.1M | 43k | 26.37 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.1M | +2% | 2.5k | 453.36 |
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| Oracle Corporation (ORCL) | 0.3 | $1.1M | -4% | 5.7k | 194.90 |
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| CBOE Holdings (CBOE) | 0.3 | $1.1M | +2% | 4.5k | 251.00 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.1M | 2.8k | 396.33 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.1M | +2% | 21k | 53.94 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.3 | $1.1M | -5% | 22k | 50.25 |
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| Jabil Circuit (JBL) | 0.3 | $1.1M | 4.7k | 228.02 |
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| Unilever Spon Adr New | 0.3 | $1.1M | NEW | 16k | 65.40 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.1M | +21% | 5.1k | 212.06 |
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| Archer Daniels Midland Company (ADM) | 0.3 | $1.1M | +7% | 19k | 57.49 |
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| Travelers Companies (TRV) | 0.3 | $1.1M | +2% | 3.7k | 290.06 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.3 | $1.0M | NEW | 6.3k | 165.81 |
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| Bruker Corporation (BRKR) | 0.3 | $1.0M | +2% | 22k | 47.11 |
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| Amgen (AMGN) | 0.3 | $1.0M | 3.2k | 327.31 |
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| Nrg Energy Com New (NRG) | 0.2 | $1.0M | 6.5k | 159.24 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.0M | +2% | 20k | 50.88 |
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| EQT Corporation (EQT) | 0.2 | $983k | -5% | 18k | 53.60 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $977k | +2% | 9.8k | 99.91 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $974k | +3% | 12k | 78.67 |
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| Comerica Incorporated (CMA) | 0.2 | $973k | 11k | 86.93 |
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| Rbc Cad (RY) | 0.2 | $965k | +5% | 5.7k | 170.49 |
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| Intuit (INTU) | 0.2 | $958k | 1.4k | 662.31 |
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| Prudential Financial (PRU) | 0.2 | $955k | 8.5k | 112.88 |
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| Netflix (NFLX) | 0.2 | $952k | +826% | 10k | 93.76 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $950k | 40k | 24.02 |
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| Nortonlifelock (GEN) | 0.2 | $947k | 35k | 27.19 |
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| Synchrony Financial (SYF) | 0.2 | $937k | 11k | 83.43 |
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| Air Products & Chemicals (APD) | 0.2 | $911k | 3.7k | 247.02 |
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| Chevron Corporation (CVX) | 0.2 | $903k | 5.9k | 152.42 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $896k | +5% | 5.8k | 155.12 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $896k | 16k | 54.71 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $895k | +2% | 3.1k | 287.25 |
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| Norfolk Southern (NSC) | 0.2 | $889k | 3.1k | 288.72 |
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| Morgan Stanley Com New (MS) | 0.2 | $887k | 5.0k | 177.53 |
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| Broadcom (AVGO) | 0.2 | $879k | 2.5k | 346.10 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $871k | -2% | 5.4k | 160.76 |
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| Whirlpool Corporation (WHR) | 0.2 | $867k | +30% | 12k | 72.14 |
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| Vistra Energy (VST) | 0.2 | $863k | +90% | 5.4k | 161.33 |
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| Vodafone Group Sponsored Adr (VOD) | 0.2 | $861k | +75% | 65k | 13.21 |
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| Albemarle Corporation (ALB) | 0.2 | $860k | +17% | 6.1k | 141.44 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $855k | NEW | 8.6k | 99.88 |
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| Workday Cl A (WDAY) | 0.2 | $849k | +2% | 4.0k | 214.78 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $846k | -59% | 1.5k | 580.71 |
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| Citizens Financial (CFG) | 0.2 | $841k | 14k | 58.41 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $840k | +2% | 3.7k | 227.51 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $840k | +3% | 7.2k | 116.09 |
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| Eaton Corp SHS (ETN) | 0.2 | $818k | 2.6k | 318.51 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $795k | 6.8k | 117.71 |
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| Ishares Tr Msci Peru And Gl (EPU) | 0.2 | $794k | -5% | 11k | 72.35 |
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| Nexgen Energy (NXE) | 0.2 | $794k | 86k | 9.20 |
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| Deere & Company (DE) | 0.2 | $777k | 1.7k | 465.57 |
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| Verizon Communications (VZ) | 0.2 | $774k | 19k | 40.73 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $772k | 2.3k | 335.31 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $766k | +3% | 716.00 | 1069.86 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $762k | +4% | 6.2k | 123.26 |
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| Metropcs Communications (TMUS) | 0.2 | $759k | +2% | 3.7k | 203.04 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $759k | +3% | 1.6k | 483.67 |
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| Trilogy Metals (TMQ) | 0.2 | $753k | -38% | 175k | 4.31 |
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| Abbott Laboratories (ABT) | 0.2 | $749k | 6.0k | 125.29 |
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| Arista Networks Com Shs (ANET) | 0.2 | $744k | +2% | 5.7k | 131.03 |
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| AFLAC Incorporated (AFL) | 0.2 | $731k | 6.6k | 110.27 |
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| Omni (OMC) | 0.2 | $730k | 9.0k | 80.75 |
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| Boston Scientific Corporation (BSX) | 0.2 | $723k | +2% | 7.6k | 95.35 |
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| Ameriprise Financial (AMP) | 0.2 | $722k | -8% | 1.5k | 490.34 |
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| American Express Company (AXP) | 0.2 | $721k | 1.9k | 369.95 |
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| Truist Financial Corp equities (TFC) | 0.2 | $720k | 15k | 49.21 |
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| Gilead Sciences (GILD) | 0.2 | $720k | 5.9k | 122.73 |
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| Cintas Corporation (CTAS) | 0.2 | $717k | 3.8k | 188.07 |
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| Hormel Foods Corporation (HRL) | 0.2 | $706k | +51% | 30k | 23.70 |
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| Key (KEY) | 0.2 | $705k | 34k | 20.64 |
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| Kulicke and Soffa Industries (KLIC) | 0.2 | $700k | 15k | 45.56 |
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| Us Bancorp Del Com New (USB) | 0.2 | $696k | 13k | 53.36 |
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| United Parcel Service CL B (UPS) | 0.2 | $688k | 6.9k | 99.19 |
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| Nutrien (NTR) | 0.2 | $687k | 11k | 61.72 |
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| PPG Industries (PPG) | 0.2 | $671k | +45% | 6.6k | 102.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $671k | +14% | 1.1k | 614.32 |
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| Kla Corp Com New (KLAC) | 0.2 | $667k | 549.00 | 1215.08 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $667k | 1.2k | 570.88 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $655k | -36% | 12k | 53.88 |
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| Totalenergies Se Act (TTFNF) | 0.2 | $654k | NEW | 10k | 65.42 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $652k | NEW | 4.5k | 143.76 |
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| Fresh Del Monte Produce Ord (FDP) | 0.2 | $644k | 18k | 35.63 |
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| Digital Realty Trust (DLR) | 0.2 | $644k | 4.2k | 154.71 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $640k | 2.6k | 250.83 |
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| Argenx Se Sponsored Adr (ARGX) | 0.2 | $629k | +17% | 748.00 | 840.95 |
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| Waste Management (WM) | 0.1 | $618k | 2.8k | 219.71 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $616k | 5.1k | 120.34 |
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| Amphenol Corp Cl A (APH) | 0.1 | $609k | +9% | 4.5k | 135.14 |
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| Pfizer (PFE) | 0.1 | $603k | 24k | 24.90 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $601k | +3% | 9.3k | 64.42 |
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| Ferroglobe SHS (GSM) | 0.1 | $597k | +22% | 129k | 4.64 |
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| Global X Fds Msci Greece Etf (GREK) | 0.1 | $590k | -5% | 8.9k | 65.91 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $590k | 15k | 38.29 |
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| Costco Wholesale Corporation (COST) | 0.1 | $582k | 675.00 | 862.66 |
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| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $578k | 27k | 21.25 |
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| Alexandria Real Estate Equities (ARE) | 0.1 | $576k | +64% | 12k | 48.94 |
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| First Solar (FSLR) | 0.1 | $575k | 2.2k | 261.23 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $571k | +106% | 4.8k | 119.41 |
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| Wendy's/arby's Group (WEN) | 0.1 | $570k | 68k | 8.33 |
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| Curtiss-Wright (CW) | 0.1 | $566k | -2% | 1.0k | 551.27 |
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| Hasbro (HAS) | 0.1 | $562k | 6.9k | 82.00 |
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| Peak (DOC) | 0.1 | $562k | 35k | 16.08 |
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| Dt Midstream Common Stock (DTM) | 0.1 | $554k | -7% | 4.6k | 119.68 |
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| International Paper Company (IP) | 0.1 | $554k | +46% | 14k | 39.39 |
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| CMS Energy Corporation (CMS) | 0.1 | $553k | -12% | 7.9k | 69.93 |
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| Ishares Tr Msci Uae Etf (UAE) | 0.1 | $552k | 29k | 19.12 |
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| Agnico (AEM) | 0.1 | $550k | +2% | 3.2k | 169.53 |
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| Bunge Global Sa Com Shs (BG) | 0.1 | $547k | +20% | 6.1k | 89.08 |
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| Molson Coors Beverage CL B (TAP) | 0.1 | $545k | 12k | 46.68 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $538k | NEW | 8.0k | 67.22 |
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| Civitas Resources Com New (CIVI) | 0.1 | $533k | +31% | 20k | 27.09 |
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| Canadian Natural Resources (CNQ) | 0.1 | $533k | +30% | 16k | 33.85 |
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| Alcoa (AA) | 0.1 | $529k | NEW | 10k | 53.14 |
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| Stryker Corporation (SYK) | 0.1 | $526k | 1.5k | 351.47 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $519k | 6.9k | 75.32 |
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| Investment Managers Ser Tr I Alternative Acce (AAA) | 0.1 | $517k | -6% | 21k | 25.00 |
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| EnerSys (ENS) | 0.1 | $516k | 3.5k | 146.75 |
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| Meritage Homes Corporation (MTH) | 0.1 | $509k | 7.7k | 65.80 |
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| Devon Energy Corporation (DVN) | 0.1 | $505k | 14k | 36.63 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $502k | +2% | 2.8k | 181.18 |
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| Starbucks Corporation (SBUX) | 0.1 | $502k | 6.0k | 84.21 |
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|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $497k | +8% | 28k | 17.69 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $487k | 3.9k | 125.87 |
|
|
| Oceaneering International (OII) | 0.1 | $485k | +114% | 20k | 24.03 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $481k | +9% | 3.5k | 137.87 |
|
| Intel Corporation (INTC) | 0.1 | $479k | -16% | 13k | 36.90 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $478k | -56% | 1.4k | 349.99 |
|
| Elanco Animal Health (ELAN) | 0.1 | $475k | +3% | 21k | 22.63 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $474k | +36% | 4.6k | 103.67 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $469k | +19% | 4.9k | 95.22 |
|
| Kinross Gold Corp (KGC) | 0.1 | $467k | NEW | 17k | 28.16 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $466k | +15% | 3.0k | 154.80 |
|
| Embraer Sponsored Ads (ERJ) | 0.1 | $466k | NEW | 7.2k | 64.37 |
|
| Xcel Energy (XEL) | 0.1 | $462k | 6.3k | 73.86 |
|
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $461k | +2% | 12k | 38.58 |
|
| Roivant Sciences SHS (ROIV) | 0.1 | $459k | NEW | 21k | 21.70 |
|
| Lumentum Hldgs (LITE) | 0.1 | $456k | -57% | 1.2k | 368.59 |
|
| Carpenter Technology Corporation (CRS) | 0.1 | $455k | 1.4k | 314.84 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $454k | -11% | 666.00 | 681.92 |
|
| Kroger (KR) | 0.1 | $446k | 7.1k | 62.48 |
|
|
| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.1 | $444k | +6% | 4.3k | 102.81 |
|
| Medpace Hldgs (MEDP) | 0.1 | $443k | NEW | 788.00 | 561.65 |
|
| Fifth Third Ban (FITB) | 0.1 | $433k | 9.2k | 46.81 |
|
|
| Anthem (ELV) | 0.1 | $431k | 1.2k | 350.55 |
|
|
| Cohu (COHU) | 0.1 | $430k | 19k | 23.27 |
|
|
| Hldgs (UAL) | 0.1 | $430k | +14% | 3.8k | 111.82 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $426k | NEW | 900.00 | 473.30 |
|
| Kimco Realty Corporation (KIM) | 0.1 | $422k | 21k | 20.27 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $419k | +8% | 2.6k | 162.14 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $415k | +101% | 9.3k | 44.71 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $409k | +8% | 11k | 36.54 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $407k | +34% | 14k | 29.89 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $407k | 7.2k | 56.62 |
|
|
| Core Natural Resources Com Shs (CNR) | 0.1 | $405k | +57% | 4.6k | 88.51 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $405k | 8.9k | 45.57 |
|
|
| Manulife Finl Corp (MFC) | 0.1 | $404k | +9% | 11k | 36.28 |
|
| PNC Financial Services (PNC) | 0.1 | $398k | 1.9k | 208.73 |
|
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $396k | -16% | 10k | 38.56 |
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $395k | -6% | 21k | 18.97 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $394k | 627.00 | 627.62 |
|
|
| Builders FirstSource (BLDR) | 0.1 | $393k | NEW | 3.8k | 102.89 |
|
| Axon Enterprise (AXON) | 0.1 | $392k | -73% | 690.00 | 567.93 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $391k | 14k | 27.08 |
|
|
| Visa Com Cl A (V) | 0.1 | $391k | 1.1k | 350.71 |
|
|
| Cameco Corporation (CCJ) | 0.1 | $390k | -61% | 4.3k | 91.49 |
|
| EOG Resources (EOG) | 0.1 | $390k | 3.7k | 105.01 |
|
|
| Blackrock (BLK) | 0.1 | $385k | 360.00 | 1070.34 |
|
|
| Virtu Finl Cl A (VIRT) | 0.1 | $385k | +5% | 12k | 33.32 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $382k | 987.00 | 386.85 |
|
|
| Snap-on Incorporated (SNA) | 0.1 | $380k | 1.1k | 344.68 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.1 | $379k | +38% | 4.8k | 78.26 |
|
| eBay (EBAY) | 0.1 | $371k | +25% | 4.3k | 87.10 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $363k | NEW | 3.6k | 100.89 |
|
| Automatic Data Processing (ADP) | 0.1 | $362k | 1.4k | 257.23 |
|
|
| Celanese Corporation (CE) | 0.1 | $361k | 8.5k | 42.28 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $358k | -2% | 2.4k | 146.58 |
|
| Ishares Tr Europe Etf (IEV) | 0.1 | $357k | +9% | 5.2k | 68.60 |
|
| Globus Med Cl A (GMED) | 0.1 | $357k | -23% | 4.1k | 87.31 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $351k | +4% | 6.9k | 50.58 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $351k | NEW | 3.1k | 113.39 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.1 | $350k | 45k | 7.71 |
|
|
| Target Corporation (TGT) | 0.1 | $347k | 3.6k | 97.75 |
|
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $347k | -12% | 7.5k | 46.22 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $346k | +10% | 7.9k | 43.94 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $345k | NEW | 4.1k | 83.75 |
|
| Ss&c Technologies Holding (SSNC) | 0.1 | $343k | +4% | 3.9k | 87.42 |
|
| Home Depot (HD) | 0.1 | $339k | 984.00 | 344.10 |
|
|
| MetLife (MET) | 0.1 | $336k | 4.3k | 78.94 |
|
|
| Denison Mines Corp (DNN) | 0.1 | $334k | 126k | 2.66 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $332k | +8% | 1.3k | 250.31 |
|
| Benchmark Electronics (BHE) | 0.1 | $315k | 7.4k | 42.76 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $314k | +21% | 12k | 25.60 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $312k | -2% | 290.00 | 1074.68 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $305k | +19% | 5.8k | 52.77 |
|
| NetApp (NTAP) | 0.1 | $304k | 2.8k | 107.09 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $303k | 3.5k | 86.27 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $301k | +3% | 1.9k | 162.01 |
|
| MercadoLibre (MELI) | 0.1 | $300k | -10% | 149.00 | 2014.26 |
|
| Lowe's Companies (LOW) | 0.1 | $300k | 1.2k | 241.16 |
|
|
| Allegion Ord Shs (ALLE) | 0.1 | $299k | +4% | 1.9k | 159.22 |
|
| Bank Ozk (OZK) | 0.1 | $296k | 6.4k | 46.02 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $293k | 2.0k | 143.31 |
|
|
| FedEx Corporation (FDX) | 0.1 | $292k | 1.0k | 288.86 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $291k | 5.0k | 58.38 |
|
|
| Fs Specialty Lending Com Sh Ben Int | 0.1 | $290k | NEW | 21k | 14.14 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $285k | NEW | 10k | 28.00 |
|
| Sea Sponsord Ads (SE) | 0.1 | $285k | +6% | 2.2k | 127.57 |
|
| World Fuel Services Corporation (WKC) | 0.1 | $279k | 12k | 23.43 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $270k | -2% | 1.5k | 184.20 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $265k | 9.0k | 29.48 |
|
|
| Dick's Sporting Goods (DKS) | 0.1 | $263k | 1.3k | 197.97 |
|
|
| Applied Materials (AMAT) | 0.1 | $258k | NEW | 1.0k | 256.99 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $254k | +19% | 2.1k | 119.35 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $252k | 4.3k | 58.62 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $252k | NEW | 7.7k | 32.73 |
|
| Warrior Met Coal (HCC) | 0.1 | $250k | NEW | 2.8k | 88.17 |
|
| MKS Instruments (MKSI) | 0.1 | $250k | NEW | 1.6k | 159.80 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.1 | $250k | -12% | 5.0k | 49.53 |
|
| Greenbrier Companies (GBX) | 0.1 | $245k | 5.2k | 46.74 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $242k | NEW | 1.2k | 210.34 |
|
| Amer (UHAL) | 0.1 | $242k | +4% | 4.8k | 50.41 |
|
| Pepsi (PEP) | 0.1 | $240k | 1.7k | 143.56 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $240k | NEW | 37k | 6.47 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $237k | 346.00 | 684.94 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $231k | NEW | 2.9k | 79.74 |
|
| Pimco Etf Tr Commodity Strat (CMDT) | 0.1 | $229k | -89% | 8.3k | 27.59 |
|
| Hecla Mining Company (HL) | 0.1 | $225k | 12k | 19.19 |
|
|
| Mosaic (MOS) | 0.1 | $220k | -56% | 9.2k | 24.09 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.1 | $219k | -63% | 5.3k | 41.27 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $213k | NEW | 7.4k | 28.82 |
|
| Bny Mellon Etf Trust High Yield Etf (BKHY) | 0.1 | $213k | -12% | 4.4k | 48.07 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $210k | -12% | 4.2k | 50.25 |
|
| Veeco Instruments (VECO) | 0.1 | $209k | NEW | 7.3k | 28.58 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $209k | -12% | 4.1k | 51.10 |
|
| AmerisourceBergen (COR) | 0.1 | $207k | NEW | 612.00 | 337.75 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.0 | $205k | -12% | 4.1k | 50.28 |
|
| Alpha Metallurgical Resources (AMR) | 0.0 | $205k | NEW | 1.0k | 199.88 |
|
| Ralliant Corp (RAL) | 0.0 | $205k | NEW | 4.0k | 50.91 |
|
| Nike CL B (NKE) | 0.0 | $204k | 3.2k | 63.71 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $200k | NEW | 3.9k | 50.79 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $196k | 35k | 5.60 |
|
|
| Nov (NOV) | 0.0 | $184k | NEW | 12k | 15.63 |
|
| Chemours (CC) | 0.0 | $177k | NEW | 15k | 11.79 |
|
| Energy Recovery (ERII) | 0.0 | $141k | NEW | 10k | 13.49 |
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $124k | -38% | 29k | 4.36 |
|
| Ur-energy (URG) | 0.0 | $33k | +19% | 24k | 1.39 |
|
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 Q4 filed Jan. 28, 2026
- 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