Legacy Capital Group California, Inc.

CIK: 0001977092Latest portfolio: $412.7M · Q4 2025

Holdings

336

Total Value

$412.7M

New Positions

40

Closed Positions

32

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
126,709$34.4M8.35%-984
2
NVDANVIDIA CORPORATION
101,991$19.0M4.61%-6,189
3
RBRKRUBRIK INC.
181,095$13.8M3.36%-22
4
JPSTJ P MORGAN EXCHANGE TRADED F
235,521$11.9M2.89%+12K
5
BILSPDR SERIES TRUST
86,023$7.9M1.90%+2K
6
AMDADVANCED MICRO DEVICES INC
34,469$7.4M1.79%+26K
7
SPYMSPDR SERIES TRUST
71,287$5.7M1.39%-2,920
8
SPTMSPDR SERIES TRUST
68,957$5.7M1.38%-2,824
9
MSFTMICROSOFT CORP
9,933$4.8M1.16%-2,957
10
FSKFS KKR CAP CORP
313,615$4.6M1.13%+103K
11
JAAAJANUS DETROIT STR TR
89,618$4.5M1.10%-3,141
12
JPMJPMORGAN CHASE & CO.
13,690$4.4M1.07%-114
13
LDURPIMCO ETF TR
45,673$4.4M1.06%-1,309
14
PYLDPIMCO ETF TR
163,305$4.4M1.06%-7,174
15
GOOGLALPHABET INC
13,909$4.4M1.05%-71
16
VFLOVICTORY PORTFOLIOS II
105,805$4.2M1.01%-3,802
17
IBMINTERNATIONAL BUSINESS MACHS
12,289$3.6M0.88%-325
18
GSGOLDMAN SACHS GROUP INC
4,094$3.6M0.87%-28
19
CEGCONSTELLATION ENERGY CORP
9,646$3.4M0.83%+26
20
FLRNSPDR SERIES TRUST
99,034$3.0M0.74%+91K
21
TRVCCITIGROUP INC
25,359$3.0M0.72%+218
22
ROEEA SERIES TRUST
83,334$2.9M0.71%-3,309
23
MRKMERCK & CO INC
27,805$2.9M0.71%+5K
24
METAMETA PLATFORMS INC
4,357$2.9M0.70%+2K
25
SHOPSHOPIFY INC
17,000$2.7M0.66%-174

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
FSK314K+103K
FLRN99K+91K
VOD65K+28K
GSM129K+24K
BAC38K+15K
JPST236K+12K
HRL30K+10K
EFA18K+5K
MRK28K+5K
CIVI20K+5K

Decreased Positions

NameSharesChange
TMQ175K-108597
LAC29K-18161
PYLD163K-7174
IGIB12K-7090
NVDA102K-6189
NEM22K-5062
OKLO34K-4886
VFLO106K-3802
ROE83K-3309
JAAA90K-3141

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.444719021138507e+161T)
Industrials0.0% ($2.3482307177316292e+98T)
Healthcare0.0% ($2.926228820391934e+84T)
Consumer Cyclical0.0% ($2.5251875187017083e+71T)
Unknown0.0% ($2.9591935156714095e+67T)
Consumer Defensive0.0% ($1.764173416711073e+46T)
Basic Materials0.0% ($2.1949118597526868e+45T)
Energy0.0% ($1.2739839037936536e+45T)
Communication Services0.0% ($4.35328752656234e+33T)
Utilities0.0% ($34072428.9T)
Real Estate0.0% ($575.6T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 28, 2026$412.7M336
Q3 2025Nov 12, 2025$392.6B328
Q2 2025Jul 14, 2025$361.0B327
Q1 2025May 9, 2025$287.1B306

Fund Information

CIK0001977092
Most Recent FilingJan 28, 2026
Number of Filings4

Legacy Capital Group California, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $412.7M across 336 holdings. The largest position is APPLE INC (AAPL), representing 8.3% of the portfolio. Compared to the previous quarter, the fund opened 41 new positions and closed 33 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.