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, JPST, BIL, SPYM, SPTM, and represent 19.09% of Legacy Capital Group California's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$9.9M), IBRX, NBIS, RSP, VSAT, BTSG, RKLB, BE, CAT, TFLO.
- Started 55 new stock positions in SWKS, BE, DY, FMX, REGN, SON, ROST, IREN, CX, RKLB.
- Reduced shares in these 10 stocks: MU, AMD, FLRN, MRVL, EWS, PDD, QCOM, PLTR, SYK, STX.
- Sold out of its positions in AGI, AA, BABA, AXP, COR, ARGX, ALV, Carnival Corporation, CTAS, CTSH.
- Legacy Capital Group California was a net buyer of stock by $39M.
- Legacy Capital Group California has $332M in assets under management (AUM), dropping by 26.25%.
- Central Index Key (CIK): 0001977092
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Portfolio Holdings for Legacy Capital Group California
Legacy Capital Group California holds 297 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.1 | $34M | 116k | 289.36 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.5 | $12M | +609% | 229k | 50.57 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 2.4 | $7.8M | -7% | 86k | 91.64 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 1.6 | $5.2M | -7% | 59k | 87.88 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 1.6 | $5.2M | -7% | 57k | 90.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $4.9M | +33% | 14k | 357.37 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 1.4 | $4.5M | +8% | 47k | 95.61 |
|
| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 1.3 | $4.4M | -10% | 97k | 45.75 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $4.4M | +39% | 22k | 200.09 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.3 | $4.2M | +7% | 157k | 26.52 |
|
| Immunitybio (IBRX) | 1.2 | $3.9M | NEW | 446k | 8.76 |
|
| T Rowe Price Exchange-traded Small Mid Cap (TMSL) | 1.1 | $3.7M | -4% | 84k | 43.85 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.0 | $3.3M | +47% | 48k | 68.41 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $3.1M | +4% | 6.6k | 477.60 |
|
| Ea Series Trust Ast Equ Kin Etf (ROE) | 0.8 | $2.7M | -12% | 64k | 42.63 |
|
| Caterpillar (CAT) | 0.8 | $2.7M | +122% | 2.5k | 1064.90 |
|
| Merck & Co (MRK) | 0.8 | $2.5M | +84% | 20k | 128.50 |
|
| Goldman Sachs (GS) | 0.8 | $2.5M | +95% | 2.5k | 1011.37 |
|
| Microsoft Corporation (MSFT) | 0.8 | $2.5M | -2% | 6.7k | 373.00 |
|
| Cardinal Health (CAH) | 0.7 | $2.4M | +2% | 10k | 237.55 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.7 | $2.3M | -16% | 12k | 190.52 |
|
| Citigroup Com New (C) | 0.7 | $2.2M | -20% | 16k | 139.96 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $2.2M | -2% | 6.6k | 327.33 |
|
| Amazon (AMZN) | 0.7 | $2.2M | +80% | 9.1k | 238.34 |
|
| CVS Caremark Corporation (CVS) | 0.6 | $2.0M | -2% | 20k | 103.45 |
|
| Citizens Financial (CFG) | 0.6 | $2.0M | +120% | 29k | 70.07 |
|
| Bank of New York Mellon Corporation (BNY) | 0.6 | $2.0M | +170% | 14k | 144.61 |
|
| General Dynamics Corporation (GD) | 0.6 | $1.9M | -2% | 5.4k | 354.22 |
|
| Cisco Systems (CSCO) | 0.6 | $1.9M | -2% | 16k | 117.46 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.6 | $1.9M | +12% | 27k | 69.50 |
|
| Allstate Corporation (ALL) | 0.6 | $1.9M | -2% | 7.9k | 237.93 |
|
| Nebius Group Shs Class A (NBIS) | 0.6 | $1.8M | NEW | 6.7k | 276.17 |
|
| Ge Vernova (GEV) | 0.5 | $1.8M | +299% | 1.6k | 1174.86 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.8M | +13% | 17k | 103.88 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $1.8M | +118% | 896.00 | 1989.44 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $1.8M | -33% | 1.8k | 965.00 |
|
| Howmet Aerospace (HWM) | 0.5 | $1.8M | -3% | 6.6k | 268.86 |
|
| Newmont Mining Corporation (NEM) | 0.5 | $1.8M | 19k | 93.40 |
|
|
| Lam Research Corp Com New (LRCX) | 0.5 | $1.7M | -20% | 4.0k | 433.33 |
|
| Micron Technology (MU) | 0.5 | $1.7M | -54% | 1.5k | 1154.34 |
|
| Corning Incorporated (GLW) | 0.5 | $1.7M | -20% | 6.7k | 255.43 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $1.7M | NEW | 8.0k | 212.78 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.5 | $1.7M | +8% | 80k | 20.78 |
|
| ViaSat (VSAT) | 0.5 | $1.7M | NEW | 19k | 89.81 |
|
| Brightspring Health Svcs (BTSG) | 0.5 | $1.7M | NEW | 24k | 69.74 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $1.6M | -3% | 8.7k | 189.73 |
|
| Jabil Circuit (JBL) | 0.5 | $1.6M | -2% | 4.2k | 385.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.6M | -3% | 4.4k | 353.31 |
|
| Ubs Group SHS (UBS) | 0.5 | $1.6M | 32k | 49.56 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.5 | $1.6M | -2% | 35k | 45.11 |
|
| Rocket Lab Corp (RKLB) | 0.5 | $1.6M | NEW | 15k | 101.65 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.5M | 6.0k | 253.98 |
|
|
| General Motors Company (GM) | 0.5 | $1.5M | 20k | 77.08 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.4 | $1.5M | NEW | 4.9k | 302.70 |
|
| Hf Sinclair Corp (DINO) | 0.4 | $1.4M | -2% | 21k | 69.65 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.4 | $1.4M | NEW | 28k | 50.63 |
|
| Kulicke and Soffa Industries (KLIC) | 0.4 | $1.4M | -22% | 11k | 133.76 |
|
| Albemarle Corporation (ALB) | 0.4 | $1.4M | +132% | 10k | 135.03 |
|
| Cummins (CMI) | 0.4 | $1.4M | -2% | 2.0k | 713.21 |
|
| Quanta Services (PWR) | 0.4 | $1.4M | NEW | 1.9k | 720.04 |
|
| Coherent Corp (COHR) | 0.4 | $1.4M | NEW | 3.5k | 394.47 |
|
| Ishares Msci Italy Etf (EWI) | 0.4 | $1.4M | +2% | 23k | 59.24 |
|
| Viavi Solutions Inc equities (VIAV) | 0.4 | $1.3M | NEW | 28k | 47.75 |
|
| Fabrinet SHS (FN) | 0.4 | $1.3M | +233% | 2.4k | 562.08 |
|
| Tower Semiconductor Shs New (TSEM) | 0.4 | $1.3M | NEW | 5.2k | 260.64 |
|
| Broadcom (AVGO) | 0.4 | $1.3M | 3.5k | 377.75 |
|
|
| Ishares Msci Israel Etf (EIS) | 0.4 | $1.3M | 11k | 120.71 |
|
|
| Amphenol Corp Cl A (APH) | 0.4 | $1.3M | +83% | 7.3k | 176.32 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.4 | $1.3M | +43% | 6.9k | 185.23 |
|
| Air Products & Chemicals (APD) | 0.4 | $1.2M | 4.2k | 293.18 |
|
|
| Ishares Tr Msci Uk Etf New (EWU) | 0.4 | $1.2M | +2% | 27k | 46.14 |
|
| Intuit (INTU) | 0.4 | $1.2M | +110% | 4.7k | 261.00 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.4 | $1.2M | NEW | 35k | 34.67 |
|
| Kla Corp Com New (KLAC) | 0.4 | $1.2M | +844% | 3.9k | 301.71 |
|
| Walt Disney Company (DIS) | 0.4 | $1.2M | 12k | 96.25 |
|
|
| Spdr Series Trust St Str Rate Etf (FLRN) | 0.4 | $1.2M | -57% | 38k | 30.85 |
|
| Tapestry (TPR) | 0.4 | $1.2M | 8.1k | 146.38 |
|
|
| Ishares Msci Sweden Etf (EWD) | 0.3 | $1.2M | +2% | 23k | 49.98 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.3 | $1.2M | 6.4k | 182.27 |
|
|
| Nlight (LASR) | 0.3 | $1.2M | NEW | 17k | 69.62 |
|
| Barclays Adr (BCS) | 0.3 | $1.1M | 42k | 26.86 |
|
|
| Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) | 0.3 | $1.1M | -5% | 37k | 30.61 |
|
| Comfort Systems USA (FIX) | 0.3 | $1.1M | -6% | 564.00 | 1982.00 |
|
| Fs Kkr Capital Corp (FSK) | 0.3 | $1.1M | -17% | 106k | 10.50 |
|
| Nutrien (NTR) | 0.3 | $1.1M | 18k | 62.95 |
|
|
| Fifth Third Ban (FITB) | 0.3 | $1.1M | -2% | 19k | 56.37 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.3 | $1.1M | NEW | 33k | 33.13 |
|
| Qualcomm (QCOM) | 0.3 | $1.1M | -46% | 5.9k | 184.79 |
|
| Cameco Corporation (CCJ) | 0.3 | $1.1M | +54% | 11k | 101.86 |
|
| Archer Daniels Midland Company (ADM) | 0.3 | $1.1M | -2% | 14k | 76.40 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.1M | -2% | 2.1k | 496.73 |
|
| Wolfspeed Common Stock (WOLF) | 0.3 | $1.0M | NEW | 21k | 48.25 |
|
| Ross Stores (ROST) | 0.3 | $1.0M | NEW | 4.8k | 212.85 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.0M | -36% | 18k | 56.98 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.0M | -31% | 1.8k | 563.37 |
|
| Intuitive Machines Class A Com (LUNR) | 0.3 | $1.0M | NEW | 47k | 21.39 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $999k | +7% | 39k | 25.94 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.3 | $990k | +41% | 19k | 53.61 |
|
| EQT Corporation (EQT) | 0.3 | $968k | +13% | 18k | 53.17 |
|
| Booking Holdings (BKNG) | 0.3 | $965k | NEW | 5.4k | 178.24 |
|
| Devon Energy Corporation (DVN) | 0.3 | $927k | -2% | 22k | 41.32 |
|
| Morgan Stanley Com New (MS) | 0.3 | $913k | -2% | 4.4k | 209.04 |
|
| Pfizer (PFE) | 0.3 | $907k | -2% | 38k | 24.08 |
|
| Advanced Micro Devices (AMD) | 0.3 | $907k | -64% | 1.6k | 580.91 |
|
| Dollar General (DG) | 0.3 | $900k | -2% | 7.8k | 115.11 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $895k | +25% | 2.4k | 368.41 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $881k | 18k | 50.49 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.3 | $874k | -2% | 2.6k | 330.46 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $867k | -2% | 15k | 57.62 |
|
| Nortonlifelock (GEN) | 0.3 | $866k | -2% | 35k | 24.89 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $864k | 7.9k | 109.77 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $862k | 1.7k | 500.32 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $861k | 8.7k | 98.98 |
|
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| Amgen (AMGN) | 0.3 | $851k | 2.4k | 362.12 |
|
|
| Ciena Corp Com New (CIEN) | 0.3 | $851k | NEW | 1.7k | 490.56 |
|
| International Business Machines (IBM) | 0.3 | $841k | -35% | 3.0k | 281.21 |
|
| Nrg Energy Com New (NRG) | 0.3 | $834k | +23% | 5.7k | 146.06 |
|
| Prudential Financial (PRU) | 0.2 | $822k | 7.6k | 107.93 |
|
|
| Medtronic SHS (MDT) | 0.2 | $815k | -2% | 10k | 78.23 |
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| Chevron Corporation (CVX) | 0.2 | $807k | -2% | 4.9k | 165.77 |
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| SM Energy (SM) | 0.2 | $803k | 31k | 26.10 |
|
|
| Ishares Tr Msci Peru Gl Etf (EPU) | 0.2 | $797k | 9.5k | 83.50 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $796k | -2% | 1.9k | 426.12 |
|
| Carpenter Technology Corporation (CRS) | 0.2 | $792k | +10% | 1.3k | 616.84 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $786k | 2.1k | 370.09 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $777k | 15k | 53.17 |
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| Deere & Company (DE) | 0.2 | $776k | -2% | 1.2k | 634.33 |
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| Bruker Corporation (BRKR) | 0.2 | $774k | 13k | 60.18 |
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| Iren Ordinary Shares (IREN) | 0.2 | $771k | NEW | 17k | 45.73 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $768k | -2% | 8.3k | 92.27 |
|
| salesforce (CRM) | 0.2 | $761k | -5% | 4.9k | 156.66 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $756k | +37% | 3.8k | 199.81 |
|
| Synchrony Financial (SYF) | 0.2 | $750k | -2% | 9.9k | 76.05 |
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| Vodafone Group Sponsored Adr (VOD) | 0.2 | $745k | 56k | 13.22 |
|
|
| Norfolk Southern (NSC) | 0.2 | $733k | 2.3k | 314.59 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $717k | -2% | 4.0k | 177.47 |
|
| Meritage Homes Corporation (MTH) | 0.2 | $708k | -2% | 8.4k | 83.85 |
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| Abbott Laboratories (ABT) | 0.2 | $705k | 7.8k | 90.74 |
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|
| Digital Realty Trust (DLR) | 0.2 | $701k | -2% | 3.9k | 179.58 |
|
| PPG Industries (PPG) | 0.2 | $699k | -2% | 5.8k | 121.29 |
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| Target Corporation (TGT) | 0.2 | $698k | -2% | 5.3k | 130.61 |
|
| Key (KEY) | 0.2 | $693k | 30k | 23.05 |
|
|
| Us Bancorp Com New (USB) | 0.2 | $691k | -2% | 11k | 60.40 |
|
| Totalenergies Se Act (TTE) | 0.2 | $689k | 8.9k | 77.76 |
|
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| Servicenow (NOW) | 0.2 | $688k | -2% | 6.9k | 99.28 |
|
| Curtiss-Wright (CW) | 0.2 | $684k | +16% | 902.00 | 757.76 |
|
| Verizon Communications (VZ) | 0.2 | $683k | +4% | 16k | 42.34 |
|
| Roivant Sciences SHS (ROIV) | 0.2 | $672k | +14% | 19k | 35.39 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $669k | 8.1k | 82.84 |
|
|
| Global X Fds Msci Greece Etf (GREK) | 0.2 | $664k | +2% | 8.8k | 75.50 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $662k | 6.2k | 107.50 |
|
|
| Sidus Space Cl A Com New (SIDU) | 0.2 | $662k | NEW | 235k | 2.81 |
|
| Peak (DOC) | 0.2 | $656k | -2% | 31k | 21.40 |
|
| Hormel Foods Corporation (HRL) | 0.2 | $654k | -2% | 26k | 24.82 |
|
| Aercap Holdings Nv SHS (AER) | 0.2 | $653k | +4% | 4.5k | 145.78 |
|
| American Eagle Outfitters (AEO) | 0.2 | $652k | -2% | 38k | 17.20 |
|
| Unilever Spon Adr New (UL) | 0.2 | $643k | +18% | 11k | 60.12 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $639k | -2% | 13k | 49.82 |
|
| CBOE Holdings (CBOE) | 0.2 | $635k | -32% | 2.6k | 242.71 |
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $635k | -2% | 3.1k | 201.59 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.2 | $625k | +12% | 5.3k | 117.28 |
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| Biogen Idec (BIIB) | 0.2 | $615k | 2.8k | 216.06 |
|
|
| AFLAC Incorporated (AFL) | 0.2 | $614k | -3% | 5.2k | 117.25 |
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| Apa Corporation (APA) | 0.2 | $613k | -3% | 19k | 32.57 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $607k | 1.2k | 509.46 |
|
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| Ishares Msci Mexico Etf (EWW) | 0.2 | $603k | +2% | 8.0k | 75.27 |
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| Nokia Corp Sponsored Adr (NOK) | 0.2 | $602k | +25% | 45k | 13.28 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.2 | $598k | +2% | 17k | 34.50 |
|
| Tidewater (TDW) | 0.2 | $590k | 8.9k | 66.63 |
|
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| Omni (OMC) | 0.2 | $583k | 8.0k | 72.83 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.2 | $581k | -19% | 5.4k | 107.12 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.2 | $579k | -7% | 3.1k | 188.34 |
|
| Oceaneering International (OII) | 0.2 | $575k | -2% | 14k | 40.52 |
|
| Ameriprise Financial (AMP) | 0.2 | $575k | -2% | 1.3k | 458.86 |
|
| Hasbro (HAS) | 0.2 | $569k | 6.9k | 82.59 |
|
|
| First Tr Exchange-traded A Com Shs (FYX) | 0.2 | $565k | NEW | 3.9k | 144.30 |
|
| Ishares Msci Hong Kg Etf (EWH) | 0.2 | $561k | +2% | 27k | 20.92 |
|
| Rockwell Automation (ROK) | 0.2 | $560k | NEW | 1.1k | 495.08 |
|
| Barrick Mng Corp Com Shs (B) | 0.2 | $559k | -2% | 15k | 36.73 |
|
| Dt Midstream Common Stock (DTM) | 0.2 | $556k | -3% | 3.8k | 146.74 |
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| Waste Management (WM) | 0.2 | $547k | -2% | 2.5k | 222.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $547k | 743.00 | 736.42 |
|
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| Kimco Realty Corporation (KIM) | 0.2 | $546k | +15% | 22k | 25.35 |
|
| Us Foods Hldg Corp call (USFD) | 0.2 | $543k | -2% | 5.3k | 102.25 |
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| Antero Res (AR) | 0.2 | $540k | 15k | 35.14 |
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| Ford Motor Company (F) | 0.2 | $536k | +17% | 39k | 13.90 |
|
| Metropcs Communications (TMUS) | 0.2 | $535k | -2% | 3.2k | 167.73 |
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| Emcor (EME) | 0.2 | $535k | NEW | 645.00 | 829.88 |
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| Tesla Motors (TSLA) | 0.2 | $534k | -23% | 1.3k | 420.76 |
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| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.2 | $533k | +41% | 5.8k | 92.47 |
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| Kroger (KR) | 0.2 | $528k | -2% | 9.5k | 55.53 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $519k | NEW | 5.5k | 94.93 |
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| Gilead Sciences (GILD) | 0.2 | $516k | 4.1k | 126.32 |
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| Agnico (AEM) | 0.2 | $510k | -2% | 3.3k | 155.14 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $506k | +3% | 3.2k | 158.66 |
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| Terex Corporation (TEX) | 0.2 | $506k | NEW | 7.0k | 72.39 |
|
| Ge Aerospace Com New (GE) | 0.2 | $503k | -2% | 1.3k | 373.73 |
|
| Ishares Tr Europe Etf (IEV) | 0.2 | $503k | +41% | 6.9k | 72.85 |
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| Cohu (COHU) | 0.2 | $502k | -24% | 6.8k | 73.91 |
|
| Wendy's/arby's Group (WEN) | 0.2 | $499k | -2% | 60k | 8.29 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $494k | +2% | 10k | 47.94 |
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| Intel Corporation (INTC) | 0.1 | $488k | -39% | 3.5k | 139.63 |
|
| Ishares Silver Tr Ishares Call Option (SLV) | 0.1 | $484k | +64% | 9.1k | 53.47 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $482k | -2% | 1.7k | 279.92 |
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| Dycom Industries (DY) | 0.1 | $480k | NEW | 949.00 | 505.59 |
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| International Paper Company (IP) | 0.1 | $478k | 13k | 38.10 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $476k | -20% | 9.0k | 53.11 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $472k | -48% | 3.4k | 137.53 |
|
| Wisdomtree Tr Itl High Div Fd (DTH) | 0.1 | $470k | NEW | 8.7k | 54.11 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $467k | +64% | 10k | 45.58 |
|
| Core Natural Resources Com Shs (CNR) | 0.1 | $462k | 5.8k | 80.02 |
|
|
| Axcelis Technologies Com New (ACLS) | 0.1 | $461k | NEW | 2.4k | 189.45 |
|
| Alexandria Real Estate Equities (ARE) | 0.1 | $460k | 8.7k | 52.85 |
|
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $455k | 7.6k | 60.22 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $454k | +24% | 661.00 | 686.37 |
|
| Del Monte Corp Ord | 0.1 | $446k | 16k | 27.91 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $444k | -55% | 4.7k | 95.09 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $442k | 3.6k | 121.41 |
|
|
| Skyworks Solutions (SWKS) | 0.1 | $439k | NEW | 6.5k | 67.80 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $436k | +3% | 7.1k | 61.76 |
|
| Suncor Energy (SU) | 0.1 | $434k | 8.1k | 53.68 |
|
|
| Western Digital (WDC) | 0.1 | $431k | NEW | 674.00 | 638.72 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $429k | 11k | 39.50 |
|
|
| Rbc Cad (RY) | 0.1 | $427k | -56% | 2.1k | 206.97 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $425k | 4.5k | 94.51 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $421k | 987.00 | 426.40 |
|
|
| Investment Managers Ser Tr I Alte Acc Clo Etf (AAA) | 0.1 | $419k | 17k | 24.90 |
|
|
| SYNNEX Corporation (SNX) | 0.1 | $418k | NEW | 1.6k | 267.34 |
|
| Boeing Company (BA) | 0.1 | $416k | +3% | 1.9k | 216.47 |
|
| Wal-Mart Stores (WMT) | 0.1 | $414k | -2% | 3.7k | 113.25 |
|
| Otter Tail Corporation (OTTR) | 0.1 | $410k | NEW | 4.6k | 89.98 |
|
| Carnival Corp Common Shares (CCL) | 0.1 | $405k | NEW | 14k | 28.57 |
|
| eBay (EBAY) | 0.1 | $402k | +4% | 3.6k | 111.75 |
|
| Molson Coors Beverage CL B (TAP) | 0.1 | $399k | -2% | 10k | 38.96 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $396k | 1.2k | 334.82 |
|
|
| Xcel Energy (XEL) | 0.1 | $390k | -2% | 4.9k | 80.30 |
|
| SLB Com Stk (SLB) | 0.1 | $386k | 8.3k | 46.49 |
|
|
| Nexgen Energy (NXE) | 0.1 | $381k | -2% | 41k | 9.39 |
|
| EnerSys (ENS) | 0.1 | $376k | -4% | 1.6k | 233.82 |
|
| CF Industries Holdings (CF) | 0.1 | $376k | +26% | 3.5k | 108.26 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $375k | NEW | 2.9k | 127.90 |
|
| Trilogy Metals (TMQ) | 0.1 | $371k | +2% | 106k | 3.51 |
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $371k | +2% | 3.5k | 106.73 |
|
| Sonoco Products Company (SON) | 0.1 | $360k | NEW | 6.4k | 56.35 |
|
| MasTec (MTZ) | 0.1 | $357k | +8% | 859.00 | 416.06 |
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.1 | $355k | NEW | 30k | 12.00 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $353k | +2% | 26k | 13.80 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $346k | +20% | 21k | 16.16 |
|
| Benchmark Electronics (BHE) | 0.1 | $344k | -2% | 3.5k | 98.67 |
|
| Astrazeneca Ord (AZN) | 0.1 | $344k | 1.8k | 189.62 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $344k | -2% | 13k | 27.19 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $336k | 2.9k | 117.43 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $335k | NEW | 537.00 | 623.54 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $334k | NEW | 30k | 11.15 |
|
| Starbucks Corporation (SBUX) | 0.1 | $323k | -5% | 3.2k | 102.19 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $321k | -51% | 2.6k | 124.43 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $321k | +3% | 10k | 31.38 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $317k | +4% | 623.00 | 509.31 |
|
| Kinross Gold Corp (KGC) | 0.1 | $317k | 13k | 23.62 |
|
|
| Embraer Sponsored Ads (EMBJ) | 0.1 | $311k | -27% | 4.9k | 63.80 |
|
| NetApp (NTAP) | 0.1 | $308k | -3% | 2.0k | 154.76 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $305k | +4% | 4.9k | 62.89 |
|
| Fluor Corporation (FLR) | 0.1 | $305k | NEW | 5.8k | 52.39 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $303k | +2% | 23k | 13.26 |
|
| Range Resources (RRC) | 0.1 | $298k | +5% | 8.0k | 37.19 |
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $295k | 17k | 17.28 |
|
|
| Imperial Oil Com New (IMO) | 0.1 | $289k | +2% | 2.6k | 112.02 |
|
| Ormat Technologies (ORA) | 0.1 | $286k | NEW | 2.6k | 108.90 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $285k | +29% | 2.9k | 99.29 |
|
| Illumina (ILMN) | 0.1 | $285k | NEW | 1.6k | 175.83 |
|
| Lumentum Hldgs (LITE) | 0.1 | $268k | -7% | 312.00 | 858.06 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.1 | $267k | NEW | 5.7k | 47.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $266k | 355.00 | 749.26 |
|
|
| Doubleline Etf Trust Asse Ba Secs Etf (DABS) | 0.1 | $266k | 5.2k | 50.68 |
|
|
| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $266k | NEW | 15k | 17.92 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $266k | NEW | 3.2k | 82.34 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $257k | -24% | 1.9k | 136.72 |
|
| Ferroglobe SHS (GSM) | 0.1 | $250k | +4% | 79k | 3.18 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $244k | +19% | 5.4k | 45.34 |
|
| First Solar (FSLR) | 0.1 | $243k | -3% | 1.0k | 235.96 |
|
| EOG Resources (EOG) | 0.1 | $234k | 1.8k | 129.73 |
|
|
| PNC Financial Services (PNC) | 0.1 | $231k | NEW | 937.00 | 246.22 |
|
| Anthem (ELV) | 0.1 | $223k | NEW | 577.00 | 386.73 |
|
| Celanese Corporation (CE) | 0.1 | $216k | +10% | 4.7k | 46.00 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $214k | NEW | 7.9k | 27.11 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.1 | $212k | +2% | 4.3k | 49.37 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $210k | 4.0k | 52.41 |
|
|
| Snap-on Incorporated (SNA) | 0.1 | $209k | NEW | 520.00 | 402.59 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.1 | $207k | -26% | 4.0k | 52.34 |
|
| Pimco Etf Tr Commodity Strat (CMDT) | 0.1 | $206k | 6.7k | 30.67 |
|
|
| Visa Com Cl A (V) | 0.1 | $202k | NEW | 589.00 | 343.09 |
|
| Las Vegas Sands (LVS) | 0.1 | $201k | NEW | 4.4k | 46.19 |
|
| Cleveland-cliffs (CLF) | 0.1 | $200k | NEW | 21k | 9.39 |
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.1 | $199k | -4% | 18k | 11.15 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.1 | $191k | 35k | 5.45 |
|
|
| Stellantis SHS (STLA) | 0.0 | $66k | NEW | 12k | 5.74 |
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $61k | NEW | 12k | 5.02 |
|
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 2026 Q2 filed July 29, 2026
- Legacy Capital Group California 2026 Q1 filed May 4, 2026
- 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