Legacy Capital Group California

Legacy Capital Group California as of March 31, 2026

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