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, BIL, SPYM, SPTM, VFLO, and represent 19.80% of Legacy Capital Group California's stock portfolio.
- Added to shares of these 10 stocks: TMSL, MRVL, CTA, SM, DG, EEM, CTSH, FIX, APA, TDW.
- Started 39 new stock positions in F, XLU, VLUE, SM, BIIB, CTSH, ZBH, TDW, CF, IGSB.
- Reduced shares in these 10 stocks: NVDA (-$15M), RBRK (-$14M), JPST (-$10M), AMD (-$6.1M), JAAA, CEG, SHOP, AAPL, OKLO, HOOD.
- Sold out of its positions in ANF, ADBE, AEG, AMR, OKLO, UHAL, ELV, AMAT, ANET, TEAM.
- Legacy Capital Group California was a net seller of stock by $-145M.
- Legacy Capital Group California has $263M in assets under management (AUM), dropping by -36.33%.
- Central Index Key (CIK): 0001977092
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Portfolio Holdings for Legacy Capital Group California
Legacy Capital Group California holds 277 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.2 | $30M | -8% | 116k | 253.79 |
|
| Spdr Series Trust State Street Spd (BIL) | 3.2 | $8.5M | +7% | 93k | 91.64 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.9 | $4.9M | -10% | 64k | 76.54 |
|
| Spdr Series Trust State Street Spd (SPTM) | 1.8 | $4.9M | -10% | 62k | 79.06 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 1.6 | $4.3M | +2% | 108k | 39.48 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 1.6 | $4.2M | -4% | 44k | 95.82 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.5 | $3.8M | -10% | 146k | 26.20 |
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 1.2 | $3.2M | +151% | 88k | 36.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.9M | -26% | 10k | 287.56 |
|
| Spdr Series Trust State Street Spd (FLRN) | 1.0 | $2.8M | -9% | 90k | 30.78 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $2.7M | -84% | 16k | 174.40 |
|
| Ea Series Trust Astoria Us Equal (ROE) | 1.0 | $2.6M | -11% | 74k | 35.43 |
|
| Microsoft Corporation (MSFT) | 1.0 | $2.5M | -31% | 6.8k | 370.19 |
|
| Citigroup Com New (C) | 0.9 | $2.3M | -20% | 20k | 113.41 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $2.1M | +41% | 6.2k | 337.95 |
|
| Cardinal Health (CAH) | 0.8 | $2.1M | -11% | 9.9k | 211.32 |
|
| Newmont Mining Corporation (NEM) | 0.8 | $2.0M | -14% | 19k | 108.25 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.0M | -50% | 6.8k | 294.16 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $1.9M | 14k | 132.90 |
|
|
| General Dynamics Corporation (GD) | 0.7 | $1.9M | -20% | 5.6k | 343.24 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.7 | $1.8M | +96% | 32k | 56.79 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $1.7M | +31% | 9.0k | 192.91 |
|
| Allstate Corporation (ALL) | 0.6 | $1.7M | +7% | 8.1k | 207.34 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.6 | $1.6M | -86% | 32k | 50.61 |
|
| Howmet Aerospace (HWM) | 0.6 | $1.6M | -14% | 6.8k | 230.46 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.6 | $1.5M | -9% | 74k | 20.77 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.6 | $1.5M | -2% | 24k | 62.64 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.5M | -39% | 2.6k | 572.18 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.5M | -16% | 15k | 97.13 |
|
| General Motors Company (GM) | 0.6 | $1.5M | -6% | 20k | 74.50 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.5M | -39% | 6.0k | 244.45 |
|
| CVS Caremark Corporation (CVS) | 0.6 | $1.5M | +37% | 20k | 71.82 |
|
| Qualcomm (QCOM) | 0.5 | $1.4M | -6% | 11k | 128.78 |
|
| Bank of America Corporation (BAC) | 0.5 | $1.4M | -25% | 28k | 48.75 |
|
| Nutrien (NTR) | 0.5 | $1.3M | +59% | 18k | 75.46 |
|
| Hf Sinclair Corp (DINO) | 0.5 | $1.3M | -23% | 21k | 62.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.3M | -38% | 4.6k | 286.84 |
|
| Fs Kkr Capital Corp (FSK) | 0.5 | $1.3M | -58% | 129k | 10.18 |
|
| Cisco Systems (CSCO) | 0.5 | $1.3M | -28% | 17k | 77.59 |
|
| Merck & Co (MRK) | 0.5 | $1.3M | -61% | 11k | 120.29 |
|
| Ishares Msci Israel Etf (EIS) | 0.5 | $1.3M | -5% | 11k | 116.04 |
|
| Ubs Group SHS (UBS) | 0.5 | $1.2M | -19% | 32k | 39.07 |
|
| Air Products & Chemicals (APD) | 0.5 | $1.2M | +14% | 4.2k | 290.49 |
|
| Walt Disney Company (DIS) | 0.5 | $1.2M | -46% | 13k | 96.38 |
|
| Ishares Msci Italy Etf (EWI) | 0.5 | $1.2M | -5% | 23k | 53.42 |
|
| Ishares Tr Msci Uk Etf New (EWU) | 0.4 | $1.2M | -5% | 26k | 45.56 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.4 | $1.2M | -11% | 39k | 30.15 |
|
| Devon Energy Corporation (DVN) | 0.4 | $1.2M | +66% | 23k | 50.32 |
|
| Tapestry (TPR) | 0.4 | $1.1M | -21% | 8.1k | 141.11 |
|
| Corning Incorporated (GLW) | 0.4 | $1.1M | -53% | 8.4k | 135.97 |
|
| Marvell Technology (MRVL) | 0.4 | $1.1M | NEW | 12k | 99.05 |
|
| Jabil Circuit (JBL) | 0.4 | $1.1M | -9% | 4.3k | 265.63 |
|
| Ishares Msci Singpor Etf (EWS) | 0.4 | $1.1M | -3% | 40k | 28.22 |
|
| International Business Machines (IBM) | 0.4 | $1.1M | -62% | 4.6k | 242.39 |
|
| Broadcom (AVGO) | 0.4 | $1.1M | +40% | 3.6k | 309.51 |
|
| Micron Technology (MU) | 0.4 | $1.1M | -47% | 3.3k | 337.84 |
|
| Ishares Msci Sweden Etf (EWD) | 0.4 | $1.1M | -4% | 23k | 48.72 |
|
| CBOE Holdings (CBOE) | 0.4 | $1.1M | -12% | 3.9k | 281.09 |
|
| Cummins (CMI) | 0.4 | $1.1M | -25% | 2.0k | 538.02 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $1.1M | -50% | 2.8k | 391.76 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.4 | $1.1M | NEW | 36k | 30.22 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $1.1M | -43% | 5.1k | 213.66 |
|
| Pfizer (PFE) | 0.4 | $1.1M | +59% | 39k | 28.08 |
|
| Goldman Sachs (GS) | 0.4 | $1.1M | -69% | 1.3k | 845.99 |
|
| Amazon (AMZN) | 0.4 | $1.0M | -53% | 5.0k | 208.28 |
|
| Archer Daniels Midland Company (ADM) | 0.4 | $1.0M | -22% | 14k | 72.69 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.0M | -39% | 5.3k | 198.29 |
|
| Chevron Corporation (CVX) | 0.4 | $1.0M | -15% | 5.0k | 206.91 |
|
| EQT Corporation (EQT) | 0.4 | $1.0M | -12% | 16k | 63.64 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.4 | $1.0M | 6.3k | 158.46 |
|
|
| SM Energy (SM) | 0.4 | $974k | NEW | 31k | 31.18 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $974k | -12% | 2.2k | 446.54 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.4 | $963k | +204% | 9.4k | 102.18 |
|
| salesforce (CRM) | 0.4 | $961k | +6% | 5.1k | 186.68 |
|
| Intuit (INTU) | 0.4 | $956k | +52% | 2.2k | 432.35 |
|
| Dollar General (DG) | 0.4 | $952k | NEW | 8.0k | 118.73 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $949k | -55% | 6.5k | 146.28 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $936k | -25% | 15k | 60.65 |
|
| Medtronic SHS (MDT) | 0.4 | $925k | -33% | 11k | 86.65 |
|
| Fifth Third Ban (FITB) | 0.4 | $924k | +115% | 20k | 46.46 |
|
| Advanced Micro Devices (AMD) | 0.3 | $908k | -87% | 4.5k | 203.43 |
|
| Kulicke and Soffa Industries (KLIC) | 0.3 | $907k | -10% | 14k | 65.72 |
|
| Stryker Corporation (SYK) | 0.3 | $890k | +80% | 2.7k | 328.59 |
|
| Barclays Adr (BCS) | 0.3 | $881k | -15% | 42k | 21.16 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $874k | -80% | 17k | 50.37 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.3 | $864k | NEW | 14k | 61.35 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.3 | $864k | -15% | 11k | 82.49 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $855k | 8.6k | 99.27 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $846k | -10% | 36k | 23.81 |
|
| Amgen (AMGN) | 0.3 | $843k | -24% | 2.4k | 351.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $842k | -37% | 1.8k | 479.14 |
|
| Comfort Systems USA (FIX) | 0.3 | $832k | NEW | 603.00 | 1379.01 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.3 | $831k | -15% | 55k | 15.02 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $830k | -31% | 1.9k | 430.28 |
|
| Apa Corporation (APA) | 0.3 | $830k | NEW | 20k | 42.44 |
|
| Hilton Worldwide Holdings (HLT) | 0.3 | $827k | -12% | 2.7k | 304.08 |
|
| Totalenergies Se Act (TTE) | 0.3 | $819k | -9% | 9.0k | 90.98 |
|
| Abbott Laboratories (ABT) | 0.3 | $809k | +31% | 7.9k | 102.67 |
|
| Albemarle Corporation (ALB) | 0.3 | $806k | -26% | 4.5k | 179.53 |
|
| Caterpillar (CAT) | 0.3 | $805k | -44% | 1.1k | 708.46 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $803k | -12% | 8.5k | 93.98 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $786k | +21% | 15k | 53.22 |
|
| Verizon Communications (VZ) | 0.3 | $778k | -18% | 16k | 50.20 |
|
| Citizens Financial (CFG) | 0.3 | $776k | -10% | 13k | 59.97 |
|
| Rbc Cad (RY) | 0.3 | $776k | -15% | 4.8k | 161.78 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $771k | -17% | 4.8k | 161.73 |
|
| Ishares Tr Msci Peru And Gl (EPU) | 0.3 | $769k | -13% | 9.5k | 80.71 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $769k | +121% | 8.0k | 96.47 |
|
| Prudential Financial (PRU) | 0.3 | $752k | -8% | 7.7k | 97.69 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $752k | +7% | 6.7k | 113.11 |
|
| Tidewater (TDW) | 0.3 | $752k | NEW | 9.0k | 83.55 |
|
| Cameco Corporation (CCJ) | 0.3 | $744k | +60% | 6.9k | 108.61 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.3 | $744k | 6.7k | 110.85 |
|
|
| Servicenow (NOW) | 0.3 | $741k | NEW | 7.1k | 104.55 |
|
| Morgan Stanley Com New (MS) | 0.3 | $738k | -10% | 4.5k | 164.57 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $730k | NEW | 4.2k | 175.66 |
|
| Digital Realty Trust (DLR) | 0.3 | $721k | -3% | 4.0k | 180.21 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $708k | -25% | 1.2k | 604.39 |
|
| Deere & Company (DE) | 0.3 | $707k | -24% | 1.3k | 563.30 |
|
| Kroger (KR) | 0.3 | $703k | +36% | 9.7k | 72.36 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $693k | +21% | 11k | 61.26 |
|
| Synchrony Financial (SYF) | 0.3 | $688k | -9% | 10k | 68.02 |
|
| Metropcs Communications (TMUS) | 0.3 | $688k | -12% | 3.3k | 210.06 |
|
| Eaton Corp SHS (ETN) | 0.3 | $685k | -25% | 1.9k | 357.67 |
|
| Agnico (AEM) | 0.3 | $684k | +3% | 3.4k | 202.98 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $681k | -7% | 2.1k | 320.85 |
|
| Norfolk Southern (NSC) | 0.3 | $681k | -22% | 2.4k | 287.00 |
|
| Te Connectivity Ord Shs (TEL) | 0.3 | $675k | -12% | 3.2k | 209.04 |
|
| Nrg Energy Com New (NRG) | 0.3 | $675k | -28% | 4.6k | 146.14 |
|
| Nortonlifelock (GEN) | 0.3 | $669k | +2% | 36k | 18.83 |
|
| Target Corporation (TGT) | 0.3 | $663k | +54% | 5.5k | 121.20 |
|
| Hasbro (HAS) | 0.3 | $657k | +2% | 7.0k | 93.60 |
|
| Fresh Del Monte Produce Ord (FDP) | 0.2 | $654k | -10% | 16k | 40.26 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.2 | $650k | NEW | 17k | 38.39 |
|
| American Eagle Outfitters (AEO) | 0.2 | $649k | -10% | 39k | 16.70 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $645k | -42% | 13k | 49.37 |
|
| Antero Res (AR) | 0.2 | $641k | NEW | 15k | 42.44 |
|
| Barrick Mng Corp Com Shs (B) | 0.2 | $637k | NEW | 16k | 40.79 |
|
| PPG Industries (PPG) | 0.2 | $631k | -9% | 5.9k | 106.88 |
|
| Tesla Motors (TSLA) | 0.2 | $620k | -59% | 1.7k | 371.79 |
|
| Kla Corp Com New (KLAC) | 0.2 | $616k | -23% | 418.00 | 1472.41 |
|
| Key (KEY) | 0.2 | $615k | -10% | 31k | 20.05 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $615k | -9% | 6.2k | 98.38 |
|
| Omni (OMC) | 0.2 | $614k | -9% | 8.1k | 75.31 |
|
| Us Bancorp Com New (USB) | 0.2 | $611k | -10% | 12k | 52.01 |
|
| Hormel Foods Corporation (HRL) | 0.2 | $609k | -9% | 27k | 22.65 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $605k | -10% | 13k | 45.97 |
|
| Zscaler Incorporated (ZS) | 0.2 | $605k | NEW | 4.3k | 140.29 |
|
| Ishares Msci Hong Kg Etf (EWH) | 0.2 | $603k | -3% | 26k | 23.09 |
|
| Core Natural Resources Com Shs (CNR) | 0.2 | $600k | +25% | 5.7k | 104.73 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $593k | -30% | 5.0k | 118.63 |
|
| AFLAC Incorporated (AFL) | 0.2 | $592k | -18% | 5.4k | 109.71 |
|
| Aercap Holdings Nv SHS (AER) | 0.2 | $587k | -5% | 4.3k | 137.19 |
|
| Ishares Msci Mexico Etf (EWW) | 0.2 | $587k | NEW | 7.8k | 75.23 |
|
| Waste Management (WM) | 0.2 | $581k | -10% | 2.5k | 229.79 |
|
| Gilead Sciences (GILD) | 0.2 | $580k | -29% | 4.2k | 139.35 |
|
| Ameriprise Financial (AMP) | 0.2 | $572k | -12% | 1.3k | 444.44 |
|
| AmerisourceBergen (COR) | 0.2 | $564k | +193% | 1.8k | 314.14 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $559k | 8.0k | 69.75 |
|
|
| C H Robinson Worldwide In Com New (CHRW) | 0.2 | $553k | -38% | 3.3k | 166.07 |
|
| Global X Fds Msci Greece Etf (GREK) | 0.2 | $547k | -4% | 8.6k | 63.87 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $542k | -42% | 410.00 | 1320.83 |
|
| Suncor Energy (SU) | 0.2 | $536k | NEW | 8.1k | 66.11 |
|
| Meritage Homes Corporation (MTH) | 0.2 | $535k | +11% | 8.6k | 61.84 |
|
| Biogen Idec (BIIB) | 0.2 | $532k | NEW | 2.9k | 183.33 |
|
| Dt Midstream Common Stock (DTM) | 0.2 | $528k | -15% | 3.9k | 134.67 |
|
| Cintas Corporation (CTAS) | 0.2 | $527k | -18% | 3.1k | 169.14 |
|
| Curtiss-Wright (CW) | 0.2 | $526k | -24% | 772.00 | 681.12 |
|
| Canadian Natural Resources (CNQ) | 0.2 | $522k | -31% | 11k | 48.73 |
|
| Oceaneering International (OII) | 0.2 | $519k | -27% | 15k | 35.47 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $518k | 4.8k | 108.98 |
|
|
| Peak (DOC) | 0.2 | $517k | -9% | 31k | 16.43 |
|
| Ishares Tr Msci Uae Etf (UAE) | 0.2 | $516k | -4% | 28k | 18.65 |
|
| Unilever Spon Adr New (UL) | 0.2 | $513k | -45% | 9.0k | 56.97 |
|
| Us Foods Hldg Corp call (USFD) | 0.2 | $504k | -20% | 5.5k | 92.21 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $503k | -11% | 4.0k | 126.35 |
|
| Whirlpool Corporation (WHR) | 0.2 | $493k | -23% | 9.1k | 53.92 |
|
| Nexgen Energy (NXE) | 0.2 | $483k | -51% | 42k | 11.60 |
|
| Labcorp Holdings Com Shs (LH) | 0.2 | $470k | -30% | 1.8k | 266.73 |
|
| Bruker Corporation (BRKR) | 0.2 | $468k | -41% | 13k | 36.12 |
|
| American Express Company (AXP) | 0.2 | $468k | -20% | 1.5k | 302.48 |
|
| Wal-Mart Stores (WMT) | 0.2 | $465k | -76% | 3.7k | 124.27 |
|
| Roivant Sciences SHS (ROIV) | 0.2 | $459k | -21% | 17k | 27.70 |
|
| Carpenter Technology Corporation (CRS) | 0.2 | $457k | -19% | 1.2k | 394.15 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $454k | +2% | 3.1k | 146.61 |
|
| International Paper Company (IP) | 0.2 | $453k | -9% | 13k | 35.70 |
|
| Molson Coors Beverage CL B (TAP) | 0.2 | $451k | -10% | 11k | 43.06 |
|
| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.2 | $447k | -5% | 4.1k | 110.04 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $446k | -23% | 892.00 | 499.66 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.2 | $443k | -18% | 606.00 | 730.25 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $435k | -6% | 4.6k | 94.94 |
|
| Bunge Global Sa Com Shs (BG) | 0.2 | $429k | -45% | 3.4k | 127.20 |
|
| Wendy's/arby's Group (WEN) | 0.2 | $429k | -9% | 62k | 6.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $428k | -32% | 742.00 | 577.20 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $424k | -51% | 2.5k | 169.63 |
|
| SLB Com Stk (SLB) | 0.2 | $421k | NEW | 8.2k | 51.39 |
|
| Investment Managers Ser Tr I Alternative Acce (AAA) | 0.2 | $420k | -18% | 17k | 24.93 |
|
| Kimco Realty Corporation (KIM) | 0.2 | $420k | -10% | 19k | 22.47 |
|
| Alexandria Real Estate Equities (ARE) | 0.2 | $409k | -25% | 8.8k | 46.42 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $408k | NEW | 598.00 | 682.24 |
|
| Kinross Gold Corp (KGC) | 0.2 | $402k | -20% | 13k | 30.52 |
|
| Embraer Sponsored Ads (EMBJ) | 0.2 | $401k | -6% | 6.8k | 59.34 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $397k | -5% | 6.8k | 58.47 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.2 | $395k | -14% | 7.6k | 51.98 |
|
| Xcel Energy (XEL) | 0.2 | $395k | -20% | 5.0k | 79.44 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $392k | NEW | 2.8k | 142.19 |
|
| Ge Aerospace Com New (GE) | 0.1 | $391k | -81% | 1.4k | 283.77 |
|
| Ford Motor Company (F) | 0.1 | $378k | NEW | 33k | 11.54 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $375k | -41% | 5.5k | 68.14 |
|
| Fabrinet SHS (FN) | 0.1 | $375k | NEW | 719.00 | 521.52 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $371k | -48% | 10k | 36.75 |
|
| Trilogy Metals (TMQ) | 0.1 | $371k | -40% | 103k | 3.59 |
|
| Boeing Company (BA) | 0.1 | $369k | -72% | 1.9k | 199.03 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $367k | NEW | 18k | 20.75 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $366k | 987.00 | 370.68 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $362k | -19% | 17k | 21.45 |
|
| Carnival Corp Common Stock (CCL) | 0.1 | $360k | NEW | 14k | 25.88 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $359k | NEW | 2.1k | 171.21 |
|
| CF Industries Holdings (CF) | 0.1 | $357k | NEW | 2.8k | 129.84 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $356k | NEW | 6.4k | 55.81 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $355k | -10% | 13k | 27.40 |
|
| Astrazeneca Ord (AZN) | 0.1 | $351k | NEW | 1.8k | 197.22 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $351k | -20% | 22k | 15.72 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $346k | +37% | 2.9k | 118.59 |
|
| Range Resources (RRC) | 0.1 | $344k | NEW | 7.6k | 45.18 |
|
| Ge Vernova (GEV) | 0.1 | $340k | NEW | 389.00 | 872.90 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $333k | NEW | 3.6k | 93.31 |
|
| Ishares Tr Europe Etf (IEV) | 0.1 | $333k | -5% | 4.9k | 67.94 |
|
| Imperial Oil Com New (IMO) | 0.1 | $328k | NEW | 2.5k | 130.82 |
|
| Autoliv (ALV) | 0.1 | $327k | NEW | 3.1k | 105.16 |
|
| Virtu Finl Cl A (VIRT) | 0.1 | $325k | -36% | 7.4k | 43.98 |
|
| Vistra Energy (VST) | 0.1 | $323k | -59% | 2.2k | 150.33 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $316k | -15% | 529.00 | 597.80 |
|
| eBay (EBAY) | 0.1 | $314k | -19% | 3.5k | 91.02 |
|
| Medpace Hldgs (MEDP) | 0.1 | $314k | -17% | 653.00 | 480.19 |
|
| Ferroglobe SHS (GSM) | 0.1 | $310k | -41% | 75k | 4.12 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $309k | -2% | 1.3k | 239.99 |
|
| Starbucks Corporation (SBUX) | 0.1 | $299k | -44% | 3.3k | 89.59 |
|
| Elanco Animal Health (ELAN) | 0.1 | $299k | -40% | 13k | 23.93 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $292k | -37% | 1.2k | 250.58 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $291k | -4% | 2.3k | 125.46 |
|
| EnerSys (ENS) | 0.1 | $291k | -52% | 1.7k | 173.72 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $291k | -2% | 36k | 8.04 |
|
| Deutsche Bk Namen Akt (DB) | 0.1 | $287k | -6% | 9.6k | 29.78 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $286k | -16% | 6.2k | 45.86 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $280k | NEW | 25k | 11.28 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $280k | -6% | 5.4k | 51.93 |
|
| Celanese Corporation (CE) | 0.1 | $279k | -50% | 4.2k | 65.77 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $275k | -48% | 6.2k | 44.43 |
|
| Hldgs (UAL) | 0.1 | $274k | -22% | 3.0k | 92.07 |
|
| Cohu (COHU) | 0.1 | $274k | -51% | 8.9k | 30.62 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $273k | +17% | 4.6k | 58.78 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $268k | -85% | 1.4k | 188.71 |
|
| EOG Resources (EOG) | 0.1 | $265k | -50% | 1.8k | 144.57 |
|
| Doubleline Etf Trust Asset Backed Sec (DABS) | 0.1 | $264k | NEW | 5.2k | 50.79 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $257k | -3% | 9.9k | 26.05 |
|
| Intel Corporation (INTC) | 0.1 | $255k | -55% | 5.8k | 44.13 |
|
| MasTec (MTZ) | 0.1 | $254k | NEW | 789.00 | 321.74 |
|
| Lumentum Hldgs (LITE) | 0.1 | $238k | -72% | 338.00 | 702.76 |
|
| Globus Med Cl A (GMED) | 0.1 | $237k | -32% | 2.8k | 86.16 |
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.1 | $233k | -9% | 19k | 12.51 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $232k | +2% | 355.00 | 653.54 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $222k | -51% | 2.2k | 100.09 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $221k | -20% | 8.9k | 24.88 |
|
| Pimco Etf Tr Commodity Strat (CMDT) | 0.1 | $217k | -19% | 6.7k | 32.27 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $215k | NEW | 4.1k | 52.56 |
|
| NetApp (NTAP) | 0.1 | $211k | -27% | 2.1k | 102.39 |
|
| First Solar (FSLR) | 0.1 | $210k | -51% | 1.1k | 197.26 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $210k | -23% | 1.4k | 145.29 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.1 | $208k | -16% | 4.2k | 49.52 |
|
| Alcoa (AA) | 0.1 | $207k | -68% | 3.1k | 66.33 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $206k | NEW | 4.5k | 45.89 |
|
| Zimmer Holdings (ZBH) | 0.1 | $202k | NEW | 2.2k | 90.42 |
|
| Benchmark Electronics (BHE) | 0.1 | $201k | -51% | 3.6k | 56.06 |
|
| Procter & Gamble Company (PG) | 0.1 | $200k | -32% | 1.4k | 144.44 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.1 | $196k | 35k | 5.60 |
|
|
| Denison Mines Corp (DNN) | 0.0 | $36k | -91% | 10k | 3.53 |
|
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 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