Legacy Capital Group California, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1977092
Institutional-grade research for retail investors
13F Reported Value
ⓘ$262.8M
Holdings
277
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Legacy Capital Group California, Inc. disclosed 277 positions worth $262.8M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 11.2% of the equity portfolio. During the quarter the fund opened 34 new positions and exited 89 — including a new stake in $MRVL and a full exit from $RBRK. The portfolio is most concentrated in Other (29.3% of disclosed assets). All figures are sourced directly from Legacy Capital Group California, Inc.’s Form 13F-HR filing with the SEC under CIK 1977092.
AI Fund Analysis
Diversifying
$AAPL11.2% weight
Held 6 quarters
SPDR SERIES TRUST
3.2% weight
Held 6 quarters
SPDR SERIES TRUST
1.9% weight
Held 6 quarters
SPDR SERIES TRUST
1.9% weight
Held 6 quarters
VICTORY PORTFOLIOS II
1.6% weight
Held 6 quarters
SELECT SECTOR SPDR TR
5 quarters accumulating
$CRM4 quarters accumulating
$AEM4 quarters accumulating
$PDD3 quarters accumulating
$FITB3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsMaterialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$29.5M116,370 sh SPDR SERIES TRUST
—Quality
$8.5M92,779 shSPDR SERIES TRUST
—Quality
$4.9M63,615 shSPDR SERIES TRUST
—Quality
$4.9M61,455 shVICTORY PORTFOLIOS II
—Quality
$4.3M108,082 shPIMCO ETF TR
—Quality
$4.2M43,493 shPIMCO ETF TR
—Quality
$3.8M145,884 shT ROWE PRICE ETF INC
—Quality
$3.2M87,811 sh- 80.2
Quality
$2.9M10,185 sh SPDR SERIES TRUST
—Quality
$2.8M89,545 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $29.5M | 116,370 |
| SPDR SERIES TRUST | — | $8.5M | 92,779 |
| SPDR SERIES TRUST | — | $4.9M | 63,615 |
| SPDR SERIES TRUST | — | $4.9M | 61,455 |
| VICTORY PORTFOLIOS II | — | $4.3M | 108,082 |
| PIMCO ETF TR | — | $4.2M | 43,493 |
| PIMCO ETF TR | — | $3.8M | 145,884 |
| T ROWE PRICE ETF INC | — | $3.2M | 87,811 |
 Alphabet Inc.$GOOG | 80.2 | $2.9M | 10,185 |
| SPDR SERIES TRUST | — | $2.8M | 89,545 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Capital Group California, Inc.'s 277 positions.
Showing top 10 of 277 holdings.
Sector Allocation
Other
$76.9M
Technology
$66.1M
Financials
$26.6M
Industrials
$23.7M
Materials
$16.4M
Healthcare
$15.5M
Energy
$12.9M
Consumer Discretionary
$8.7M
Full Holdings — Legacy Capital Group California, Inc. (Q1 2026)
All 277 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $29.5M | 11.2% | -8% | 76.1 |
| 2 | — | SPDR SERIES TRUST | $8.5M | 3.2% | +8% | — |
| 3 | — | SPDR SERIES TRUST | $4.9M | 1.9% | -11% | — |
| 4 | — | SPDR SERIES TRUST | $4.9M | 1.9% | -11% | — |
| 5 | — | VICTORY PORTFOLIOS II | $4.3M | 1.6% | +2% | — |
| 6 | — | PIMCO ETF TR | $4.2M | 1.6% | -5% | — |
| 7 | — | PIMCO ETF TR | $3.8M | 1.4% | -11% | — |
| 8 | — | T ROWE PRICE ETF INC | $3.2M | 1.2% | +151% | — |
| 9 | $GOOG | Alphabet Inc. | $2.9M | 1.1% | -27% | 80.2 |
| 10 | — | SPDR SERIES TRUST | $2.8M | 1.1% | -10% | — |
| 11 |  $NVDA | NVIDIA CORP | $2.7M | 1.0% | -85% | 90.2 |
| 12 | — | EA SERIES TRUST | $2.6M | 1.0% | -11% | — |
| 13 |  $MSFT | MICROSOFT CORP | $2.5M | 1.0% | -31% | 83.7 |
| 14 |  $C | CITIGROUP INC | $2.3M | 0.9% | -21% | 54.8 |
| 15 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.1M | 0.8% | +42% | — |
| 16 |  $CAH | CARDINAL HEALTH INC | $2.1M | 0.8% | -12% | 58.6 |
| 17 |  $NEM | NEWMONT Corp /DE/ | $2.0M | 0.8% | -15% | 88.3 |
| 18 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 0.8% | -51% | 35.6 |
| 19 | — | SELECT SECTOR SPDR TR | $1.9M | 0.7% | -0% | — |
| 20 |  $GD | GENERAL DYNAMICS CORP | $1.9M | 0.7% | -20% | 73 |
| 21 | — | ISHARES TR | $1.8M | 0.7% | +96% | — |
| 22 |  $RTX | RTX Corp | $1.7M | 0.7% | +31% | 70 |
| 23 |  $ALL | ALLSTATE CORP | $1.7M | 0.6% | +7% | 76.6 |
| 24 | — | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.6% | -86% | — |
| 25 |  $HWM | Howmet Aerospace Inc. | $1.6M | 0.6% | -14% | 79.1 |
| 26 | — | ANGEL OAK FUNDS TRUST | $1.5M | 0.6% | -10% | — |
| 27 | — | ISHARES INC | $1.5M | 0.6% | -2% | — |
| 28 |  $META | Meta Platforms, Inc. | $1.5M | 0.6% | -39% | 80.9 |
| 29 | — | ISHARES TR | $1.5M | 0.6% | -17% | — |
| 30 |  $GM | General Motors Co | $1.5M | 0.6% | -6% | 58.7 |
| 31 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.6% | -40% | 72.8 |
| 32 |  $CVS | CVS HEALTH Corp | $1.5M | 0.6% | +37% | 51.3 |
| 33 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.5% | -7% | 81.9 |
| 34 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.4M | 0.5% | -26% | 68.4 |
| 35 |  $NTR | Nutrien Ltd. | $1.3M | 0.5% | +59% | — |
| 36 |  $DINO | HF Sinclair Corp | $1.3M | 0.5% | -24% | 54 |
| 37 |  $GOOGL | Alphabet Inc. | $1.3M | 0.5% | -39% | 80.2 |
| 38 |  $FSK | FS KKR Capital Corp | $1.3M | 0.5% | -59% | — |
| 39 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.5% | -28% | 72.3 |
| 40 |  $MRK | Merck & Co., Inc. | $1.3M | 0.5% | -62% | 70.9 |
| 41 | — | ISHARES INC | $1.3M | 0.5% | -6% | — |
| 42 |  $UBS | UBS Group AG | $1.2M | 0.5% | -19% | — |
| 43 |  $APD | Air Products & Chemicals, Inc. | $1.2M | 0.5% | +15% | 41.2 |
| 44 |  $DIS | Walt Disney Co | $1.2M | 0.5% | -46% | 68.9 |
| 45 | — | ISHARES INC | $1.2M | 0.5% | -6% | — |
| 46 | — | ISHARES TR | $1.2M | 0.5% | -5% | — |
| 47 | — | LITMAN GREGORY FDS TR | $1.2M | 0.5% | -11% | — |
| 48 |  $DVN | DEVON ENERGY CORP/DE | $1.2M | 0.4% | +67% | 70.2 |
| 49 |  $TPR | TAPESTRY, INC. | $1.1M | 0.4% | -21% | 76.4 |
| 50 |  $GLW | CORNING INC /NY | $1.1M | 0.4% | -54% | 72.7 |
| 51 |  $MRVL | Marvell Technology, Inc. | $1.1M | 0.4% | NEW | 77.3 |
| 52 |  $JBL | JABIL INC | $1.1M | 0.4% | -10% | 51.9 |
| 53 | — | ISHARES INC | $1.1M | 0.4% | -4% | — |
| 54 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.4% | -62% | 66.7 |
| 55 |  $AVGO | Broadcom Inc. | $1.1M | 0.4% | +40% | 86.4 |
| 56 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.4% | -48% | 88.4 |
| 57 | — | ISHARES INC | $1.1M | 0.4% | -5% | — |
| 58 |  $CBOE | Cboe Global Markets, Inc. | $1.1M | 0.4% | -13% | 81.2 |
| 59 |  $CMI | CUMMINS INC | $1.1M | 0.4% | -25% | 58.9 |
| 60 |  $STX | Seagate Technology Holdings plc | $1.1M | 0.4% | -51% | — |
| 61 | — | SIMPLIFY EXCHANGE TRADED FUN | $1.1M | 0.4% | NEW | — |
| 62 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.4% | -43% | 82.4 |
| 63 |  $PFE | PFIZER INC | $1.1M | 0.4% | +59% | 69 |
| 64 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.4% | -69% | — |
| 65 |  $AMZN | AMAZON COM INC | $1.0M | 0.4% | -54% | 74.6 |
| 66 |  $ADM | Archer-Daniels-Midland Co | $1.0M | 0.4% | -22% | 49.4 |
| 67 |  $ACN | Accenture plc | $1.0M | 0.4% | -39% | — |
| 68 |  $CVX | CHEVRON CORP | $1.0M | 0.4% | -16% | 54.7 |
| 69 |  $EQT | EQT Corp | $1.0M | 0.4% | -13% | 83.3 |
| 70 | — | ISHARES TR | $1.0M | 0.4% | +0% | — |
| 71 |  $SM | SM Energy Co | $973,970 | 0.4% | NEW | 66.6 |
| 72 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $973,457 | 0.4% | -13% | 76.6 |
| 73 | $PDD | PDD Holdings Inc. | $962,842 | 0.4% | +205% | — |
| 74 | $CRM | Salesforce, Inc. | $961,003 | 0.4% | +6% | 75.2 |
| 75 |  $INTU | INTUIT INC. | $955,486 | 0.4% | +53% | 82 |
| 76 |  $DG | DOLLAR GENERAL CORP | $952,096 | 0.4% | NEW | 60.4 |
| 77 |  $PLTR | Palantir Technologies Inc. | $948,772 | 0.4% | -56% | 85.8 |
| 78 |  $BMY | BRISTOL MYERS SQUIBB CO | $936,330 | 0.4% | -25% | 70.1 |
| 79 |  $MDT | Medtronic plc | $924,469 | 0.3% | -33% | — |
| 80 | $FITB | FIFTH THIRD BANCORP | $924,093 | 0.3% | +115% | — |
| 81 |  $AMD | ADVANCED MICRO DEVICES INC | $907,705 | 0.3% | -87% | 78.8 |
| 82 |  $KLIC | KULICKE & SOFFA INDUSTRIES INC | $906,936 | 0.3% | -10% | 39.8 |
| 83 |  $SYK | STRYKER CORP | $890,150 | 0.3% | +81% | 69.8 |
| 84 |  $BCS | BARCLAYS PLC | $881,399 | 0.3% | -16% | — |
| 85 | — | JANUS DETROIT STR TR | $873,520 | 0.3% | -81% | — |
| 86 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $864,422 | 0.3% | NEW | 67.3 |
| 87 |  $HSBC | HSBC HOLDINGS PLC | $864,165 | 0.3% | -15% | — |
| 88 | — | ISHARES TR | $854,582 | 0.3% | +1% | — |
| 89 |  $HPE | Hewlett Packard Enterprise Co | $846,279 | 0.3% | -10% | 52.5 |
| 90 |  $AMGN | AMGEN INC | $842,681 | 0.3% | -25% | 79.5 |
| 91 |  $BRK.B | BERKSHIRE HATHAWAY INC | $842,321 | 0.3% | -37% | 64.5 |
| 92 |  $FIX | COMFORT SYSTEMS USA INC | $831,541 | 0.3% | NEW | 79.5 |
| 93 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $831,087 | 0.3% | -15% | — |
| 94 |  $GLD | SPDR GOLD TRUST | $830,009 | 0.3% | -31% | — |
| 95 |  $APA | APA Corp | $829,702 | 0.3% | NEW | — |
| 96 |  $HLT | Hilton Worldwide Holdings Inc. | $826,489 | 0.3% | -13% | 73.1 |
| 97 |  $TTE | TotalEnergies SE | $818,547 | 0.3% | -10% | — |
| 98 |  $ABT | ABBOTT LABORATORIES | $809,348 | 0.3% | +32% | 67 |
| 99 |  $ALB | ALBEMARLE CORP | $806,090 | 0.3% | -26% | 50.2 |
| 100 |  $CAT | CATERPILLAR INC | $804,811 | 0.3% | -45% | 67.8 |
| 101 |  $SCHW | SCHWAB CHARLES CORP | $803,044 | 0.3% | -13% | 77.2 |
| 102 | — | ISHARES TR | $786,196 | 0.3% | +21% | — |
| 103 |  $VZ | VERIZON COMMUNICATIONS INC | $778,401 | 0.3% | -18% | 71.6 |
| 104 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $776,252 | 0.3% | -10% | 68.8 |
| 105 |  $RY | ROYAL BANK OF CANADA | $775,920 | 0.3% | -15% | — |
| 106 | — | SELECT SECTOR SPDR TR | $770,805 | 0.3% | -18% | — |
| 107 | — | ISHARES TR | $768,601 | 0.3% | -13% | — |
| 108 |  $KMB | KIMBERLY CLARK CORP | $768,576 | 0.3% | +122% | 61.7 |
| 109 | — | ISHARES TR | $752,408 | 0.3% | +8% | — |
| 110 |  $PFH | PRUDENTIAL FINANCIAL INC | $752,408 | 0.3% | -9% | 58.6 |
| 111 |  $TDW | TIDEWATER INC | $751,783 | 0.3% | NEW | 64.6 |
| 112 |  $CCJ | CAMECO CORP | $744,413 | 0.3% | +61% | — |
| 113 | — | SELECT SECTOR SPDR TR | $743,487 | 0.3% | -1% | — |
| 114 |  $NOW | ServiceNow, Inc. | $741,155 | 0.3% | NEW | 76 |
| 115 |  $MS | MORGAN STANLEY | $737,932 | 0.3% | -10% | — |
| 116 |  $VEEV | VEEVA SYSTEMS INC | $730,219 | 0.3% | NEW | 77.8 |
| 117 |  $DLR | DIGITAL REALTY TRUST, INC. | $720,480 | 0.3% | -4% | 70.2 |
| 118 |  $LMT | LOCKHEED MARTIN CORP | $708,345 | 0.3% | -25% | 65 |
| 119 |  $DE | DEERE & CO | $706,942 | 0.3% | -25% | 57.4 |
| 120 |  $KR | KROGER CO | $702,977 | 0.3% | +36% | 51.1 |
| 121 | — | SELECT SECTOR SPDR TR | $692,485 | 0.3% | +22% | — |
| 122 |  $SYF | Synchrony Financial | $688,022 | 0.3% | -10% | — |
| 123 |  $TMUS | T-Mobile US, Inc. | $687,944 | 0.3% | -12% | 72.7 |
| 124 |  $ETN | Eaton Corp plc | $684,938 | 0.3% | -25% | — |
| 125 | $AEM | AGNICO EAGLE MINES LTD | $684,246 | 0.3% | +4% | — |
| 126 | — | VANGUARD INDEX FDS | $680,836 | 0.3% | -8% | — |
| 127 |  $NSC | NORFOLK SOUTHERN CORP | $680,764 | 0.3% | -23% | 70.8 |
| 128 |  $TEL | TE Connectivity plc | $674,997 | 0.3% | -13% | — |
| 129 |  $NRG | NRG ENERGY, INC. | $674,728 | 0.3% | -28% | 59.5 |
| 130 |  $GEN | Gen Digital Inc. | $669,181 | 0.3% | +2% | 67.7 |
| 131 |  $TGT | TARGET CORP | $663,328 | 0.3% | +54% | 53.1 |
| 132 |  $HAS | HASBRO, INC. | $657,259 | 0.3% | +2% | 43.1 |
| 133 |  $DMC | DEL MONTE CORP | $653,702 | 0.3% | -10% | 48 |
| 134 | — | ISHARES INC | $650,403 | 0.3% | -28% | — |
| 135 |  $AEO | AMERICAN EAGLE OUTFITTERS INC | $649,162 | 0.3% | -10% | 43.3 |
| 136 | — | SELECT SECTOR SPDR TR | $644,569 | 0.3% | -42% | — |
| 137 |  $AR | ANTERO RESOURCES Corp | $641,099 | 0.2% | NEW | 80.1 |
| 138 |  $B | BARRICK MINING CORP | $637,196 | 0.2% | NEW | — |
| 139 |  $PPG | PPG INDUSTRIES INC | $630,806 | 0.2% | -10% | 57.1 |
| 140 |  $TSLA | Tesla, Inc. | $620,142 | 0.2% | -60% | 50.1 |
| 141 |  $KLAC | KLA CORP | $615,467 | 0.2% | -24% | 84.4 |
| 142 |  $KEY | KEYCORP /NEW/ | $614,934 | 0.2% | -10% | 70.4 |
| 143 |  $UPS | UNITED PARCEL SERVICE INC | $614,580 | 0.2% | -10% | 58.2 |
| 144 |  $OMC | OMNICOM GROUP INC. | $613,701 | 0.2% | -10% | 60.5 |
| 145 |  $USB | US BANCORP DE | $610,753 | 0.2% | -10% | 71.4 |
| 146 |  $HRL | HORMEL FOODS CORP /DE/ | $608,855 | 0.2% | -10% | 58.4 |
| 147 |  $TFC | TRUIST FINANCIAL CORP | $604,643 | 0.2% | -10% | — |
| 148 |  $ZS | Zscaler, Inc. | $604,510 | 0.2% | NEW | 57.9 |
| 149 | — | ISHARES INC | $602,510 | 0.2% | -4% | — |
| 150 |  $CNR | Core Natural Resources, Inc. | $599,893 | 0.2% | +25% | 51.8 |
| 151 |  $__PARK_1390777 | Bank of New York Mellon Corp | $592,794 | 0.2% | -31% | 36.7 |
| 152 |  $AFL | AFLAC INC | $592,434 | 0.2% | -19% | 60.3 |
| 153 |  $AER | AerCap Holdings N.V. | $587,193 | 0.2% | -6% | — |
| 154 | — | ISHARES INC | $586,644 | 0.2% | -67% | — |
| 155 |  $WM | WASTE MANAGEMENT INC | $580,679 | 0.2% | -10% | 70.7 |
| 156 |  $GILD | GILEAD SCIENCES, INC. | $579,570 | 0.2% | -29% | 77.8 |
| 157 |  $AMP | AMERIPRISE FINANCIAL INC | $571,999 | 0.2% | -13% | 70.2 |
| 158 |  $COR | Cencora, Inc. | $563,881 | 0.2% | +193% | 59.6 |
| 159 | — | ISHARES INC | $558,488 | 0.2% | +0% | — |
| 160 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $552,515 | 0.2% | -39% | 59.8 |
| 161 | — | GLOBAL X FDS | $546,791 | 0.2% | -4% | — |
| 162 |  $ASML | ASML HOLDING NV | $541,540 | 0.2% | -43% | — |
| 163 |  $SU | SUNCOR ENERGY INC | $535,888 | 0.2% | NEW | — |
| 164 |  $MTH | Meritage Homes CORP | $534,792 | 0.2% | +12% | — |
| 165 |  $BIIB | BIOGEN INC. | $531,840 | 0.2% | NEW | 65.6 |
| 166 |  $DTM | DT Midstream, Inc. | $528,310 | 0.2% | -15% | 74.5 |
| 167 |  $CTAS | CINTAS CORP | $526,871 | 0.2% | -18% | 76.3 |
| 168 |  $CW | CURTISS WRIGHT CORP | $525,825 | 0.2% | -25% | 70.7 |
| 169 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $522,386 | 0.2% | -32% | — |
| 170 |  $OII | OCEANEERING INTERNATIONAL INC | $518,820 | 0.2% | -28% | 64.9 |
| 171 | — | SELECT SECTOR SPDR TR | $518,309 | 0.2% | -1% | — |
| 172 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $516,691 | 0.2% | -10% | 62 |
| 173 | — | ISHARES TR | $515,859 | 0.2% | -4% | — |
| 174 |  $UL | UNILEVER PLC | $513,243 | 0.2% | -45% | — |
| 175 |  $USFD | US Foods Holding Corp. | $504,204 | 0.2% | -21% | 60.6 |
| 176 |  $APH | AMPHENOL CORP /DE/ | $502,494 | 0.2% | -12% | 80.5 |
| 177 |  $WHR | WHIRLPOOL CORP /DE/ | $493,314 | 0.2% | -24% | 40.6 |
| 178 |  $NXE | NexGen Energy Ltd. | $482,641 | 0.2% | -52% | — |
| 179 |  $LH | LABCORP HOLDINGS INC. | $470,253 | 0.2% | -31% | 54.8 |
| 180 |  $BRKR | BRUKER CORP | $467,682 | 0.2% | -42% | 44.9 |
| 181 |  $AXP | AMERICAN EXPRESS CO | $467,634 | 0.2% | -21% | 73.2 |
| 182 |  $WMT | Walmart Inc. | $464,776 | 0.2% | -76% | 63.2 |
| 183 |  $ROIV | Roivant Sciences Ltd. | $458,518 | 0.2% | -22% | — |
| 184 |  $CRS | CARPENTER TECHNOLOGY CORP | $456,820 | 0.2% | -20% | 69.9 |
| 185 | — | SELECT SECTOR SPDR TR | $454,051 | 0.2% | +3% | — |
| 186 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $452,605 | 0.2% | -10% | 52.1 |
| 187 |  $TAP | MOLSON COORS BEVERAGE CO | $451,054 | 0.2% | -10% | 42.2 |
| 188 |  $DBP | Invesco DB Precious Metals Fund | $446,872 | 0.2% | -6% | — |
| 189 |  $MA | Mastercard Inc | $445,697 | 0.2% | -24% | 81.7 |
| 190 |  $ARGX | ARGENX SE | $442,532 | 0.2% | -19% | — |
| 191 | — | ISHARES TR | $435,119 | 0.2% | -7% | — |
| 192 |  $BG | Bunge Global SA | $429,300 | 0.2% | -45% | 55.9 |
| 193 |  $WEN | Wendy's Co | $428,718 | 0.2% | -10% | 54.6 |
| 194 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $428,280 | 0.2% | -32% | — |
| 195 |  $XOM | EXXON MOBIL CORP | $423,896 | 0.2% | -51% | 61.8 |
| 196 |  $SLB | SLB LIMITED/NV | $421,449 | 0.2% | NEW | 63.2 |
| 197 | — | INVESTMENT MANAGERS SER TR I | $419,522 | 0.2% | -19% | — |
| 198 |  $KIM | KIMCO REALTY CORP | $419,515 | 0.2% | -10% | 70.1 |
| 199 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $409,007 | 0.2% | -25% | 45.1 |
| 200 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $407,980 | 0.2% | NEW | 60.5 |
| 201 |  $KGC | KINROSS GOLD CORP | $401,462 | 0.1% | -21% | — |
| 202 |  $EMBJ | EMBRAER S.A. | $401,198 | 0.1% | -7% | — |
| 203 |  $BTI | British American Tobacco p.l.c. | $396,544 | 0.1% | -6% | — |
| 204 |  $MT | ArcelorMittal | $395,152 | 0.1% | -14% | — |
| 205 |  $XEL | XCEL ENERGY INC | $394,896 | 0.1% | -20% | — |
| 206 | — | ISHARES TR | $392,302 | 0.1% | -56% | — |
| 207 |  $GE | GENERAL ELECTRIC CO | $391,035 | 0.1% | -82% | 74.8 |
| 208 |  $F | FORD MOTOR CO | $378,334 | 0.1% | NEW | 58.5 |
| 209 |  $SLV | iShares Silver Trust | $375,243 | 0.1% | -41% | — |
| 210 |  $FN | Fabrinet | $374,973 | 0.1% | NEW | 72.4 |
| 211 |  $NVO | NOVO NORDISK A S | $370,936 | 0.1% | -49% | — |
| 212 |  $TMQ | Trilogy Metals Inc. | $370,886 | 0.1% | -41% | — |
| 213 |  $BA | BOEING CO | $369,400 | 0.1% | -73% | 51.8 |
| 214 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $367,379 | 0.1% | NEW | — |
| 215 | — | ISHARES TR | $365,861 | 0.1% | +0% | — |
| 216 |  $KT | KT CORP | $361,711 | 0.1% | -19% | — |
| 217 |  $CCL | Carnival Corp Ltd. | $359,706 | 0.1% | NEW | — |
| 218 |  $SAP | SAP SE | $359,199 | 0.1% | NEW | — |
| 219 |  $CF | CF Industries Holdings, Inc. | $357,190 | 0.1% | NEW | 76.8 |
| 220 |  $MGA | MAGNA INTERNATIONAL INC | $355,677 | 0.1% | NEW | — |
| 221 |  $PHG | KONINKLIJKE PHILIPS NV | $355,316 | 0.1% | -10% | — |
| 222 |  $AZN | ASTRAZENECA PLC | $351,249 | 0.1% | NEW | — |
| 223 |  $VIPS | Vipshop Holdings Ltd | $350,525 | 0.1% | -21% | — |
| 224 | — | ISHARES TR | $345,928 | 0.1% | +37% | — |
| 225 |  $RRC | RANGE RESOURCES CORP | $344,362 | 0.1% | NEW | 82.8 |
| 226 |  $GEV | GE Vernova Inc. | $339,558 | 0.1% | NEW | 70.1 |
| 227 |  $TD | TORONTO DOMINION BANK | $332,837 | 0.1% | NEW | — |
| 228 | — | ISHARES TR | $332,634 | 0.1% | -6% | — |
| 229 |  $IMO | IMPERIAL OIL LTD | $328,097 | 0.1% | NEW | — |
| 230 |  $ALV | AUTOLIV INC | $327,363 | 0.1% | NEW | 56.9 |
| 231 |  $VIRT | Virtu Financial, Inc. | $325,144 | 0.1% | -36% | 62.6 |
| 232 |  $VST | Vistra Corp. | $323,210 | 0.1% | -60% | 62.9 |
| 233 | — | VANGUARD INDEX FDS | $316,234 | 0.1% | -16% | — |
| 234 |  $EBAY | EBAY INC | $314,292 | 0.1% | -19% | 69.3 |
| 235 |  $MEDP | Medpace Holdings, Inc. | $313,564 | 0.1% | -17% | 77.4 |
| 236 |  $GSM | Ferroglobe PLC | $310,125 | 0.1% | -41% | — |
| 237 | — | ISHARES TR | $308,867 | 0.1% | -3% | — |
| 238 |  $SBUX | STARBUCKS CORP | $298,693 | 0.1% | -44% | 54.6 |
| 239 |  $ELAN | Elanco Animal Health Inc | $298,646 | 0.1% | -41% | 52.2 |
| 240 |  $VRT | Vertiv Holdings Co | $292,427 | 0.1% | -37% | 82.7 |
| 241 |  $BABA | Alibaba Group Holding Ltd | $291,444 | 0.1% | -5% | — |
| 242 |  $ENS | EnerSys | $291,155 | 0.1% | -52% | 56 |
| 243 |  $NOK | NOKIA CORP | $290,952 | 0.1% | -2% | — |
| 244 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $287,109 | 0.1% | -6% | — |
| 245 | — | BONDBLOXX ETF TRUST | $286,396 | 0.1% | -17% | — |
| 246 |  $SAN | Banco Santander, S.A. | $280,252 | 0.1% | NEW | — |
| 247 | — | BLACKROCK ETF TRUST II | $279,525 | 0.1% | -7% | — |
| 248 |  $CE | Celanese Corp | $278,996 | 0.1% | -50% | 38.3 |
| 249 |  $AGI | ALAMOS GOLD INC | $274,489 | 0.1% | -48% | — |
| 250 |  $UAL | United Airlines Holdings, Inc. | $274,092 | 0.1% | -23% | 61.3 |
| 251 |  $COHU | COHU INC | $273,865 | 0.1% | -52% | 25.2 |
| 252 |  $FCX | FREEPORT-MCMORAN INC | $272,974 | 0.1% | +18% | 73.1 |
| 253 |  $THC | TENET HEALTHCARE CORP | $267,591 | 0.1% | -85% | 66.6 |
| 254 |  $EOG | EOG RESOURCES INC | $264,708 | 0.1% | -51% | 71.1 |
| 255 | — | DOUBLELINE ETF TRUST | $264,402 | 0.1% | NEW | — |
| 256 |  $ING | ING GROEP NV | $256,931 | 0.1% | -3% | — |
| 257 |  $INTC | INTEL CORP | $255,116 | 0.1% | -55% | 41.5 |
| 258 |  $MTZ | MASTEC INC | $253,853 | 0.1% | NEW | 59.7 |
| 259 |  $LITE | Lumentum Holdings Inc. | $237,533 | 0.1% | -73% | 63.4 |
| 260 |  $GMED | GLOBUS MEDICAL INC | $237,285 | 0.1% | -33% | 77.6 |
| 261 |  $FSSL | FS Specialty Lending Fund | $232,911 | 0.1% | -9% | — |
| 262 | — | ISHARES TR | $232,006 | 0.1% | +3% | — |
| 263 |  $DECK | DECKERS OUTDOOR CORP | $221,799 | 0.1% | -51% | 83.2 |
| 264 |  $HDB | HDFC BANK LTD | $221,009 | 0.1% | -21% | — |
| 265 | — | PIMCO ETF TR | $216,822 | 0.1% | -19% | — |
| 266 | — | ISHARES TR | $215,069 | 0.1% | -35% | — |
| 267 |  $NTAP | NetApp, Inc. | $210,514 | 0.1% | -28% | 75 |
| 268 |  $FSLR | FIRST SOLAR, INC. | $210,082 | 0.1% | -52% | 73.8 |
| 269 |  $ALLE | Allegion plc | $209,508 | 0.1% | -23% | — |
| 270 | — | BONDBLOXX ETF TRUST | $207,835 | 0.1% | -17% | — |
| 271 |  $AA | Alcoa Corp | $206,485 | 0.1% | -69% | 66.2 |
| 272 | — | SELECT SECTOR SPDR TR | $205,806 | 0.1% | -52% | — |
| 273 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $201,998 | 0.1% | NEW | 64.9 |
| 274 |  $BHE | BENCHMARK ELECTRONICS INC | $200,807 | 0.1% | -51% | 37.6 |
| 275 |  $PG | PROCTER & GAMBLE Co | $200,338 | 0.1% | -32% | 72.9 |
| 276 |  $BRSP | BrightSpire Capital, Inc. | $196,000 | 0.1% | +0% | 36.3 |
| 277 |  $DNN | DENISON MINES CORP. | $35,921 | 0.0% | -92% | — |
New Positions (34)
$MRVL Marvell Technology, Inc.$1.1M SIMPLIFY EXCHANGE TRADED FUN$1.1M
$SM SM Energy Co$973,970$DG DOLLAR GENERAL CORP$952,096$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP$864,422$FIX COMFORT SYSTEMS USA INC$831,541$APA APA Corp$829,702$TDW TIDEWATER INC$751,783$NOW ServiceNow, Inc.$741,155$VEEV VEEVA SYSTEMS INC$730,219$AR ANTERO RESOURCES Corp$641,099$B BARRICK MINING CORP$637,196$ZS Zscaler, Inc.$604,510$SU SUNCOR ENERGY INC$535,888$BIIB BIOGEN INC.$531,840Exited Positions (89)
$RBRK Rubrik, Inc.
$CEG Constellation Energy Corp
$SHOP SHOPIFY INC.
$OKLO Oklo Inc.
$HOOD Robinhood Markets, Inc.
$COF CAPITAL ONE FINANCIAL CORP
$RKLB Rocket Lab Corp
$CVNA CARVANA CO.
$PWR QUANTA SERVICES, INC.
$MNST Monster Beverage Corp
$CELH Celsius Holdings, Inc.
$WGS GeneDx Holdings Corp.
$VSAT VIASAT INC
$CRWD CrowdStrike Holdings, Inc.
$SOFI SoFi Technologies, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Legacy Capital Group California, Inc. including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Legacy Capital Group California, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Legacy Capital Group California, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Legacy Capital Group California, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Legacy Capital Group California, Inc. (SEC CIK: 1977092), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Legacy Capital Group California, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.