Legacy Capital Group California, Inc.

Est. AUM

$262.8M

13F long equity, this entity only

Positions

277

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$29.5M	116370	11.24%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$8.5M	92779	3.24%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$4.9M	63615	1.85%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$4.9M	61455	1.85%	SOLE
5	VICTORY PORTFOLIOS II	SHARES FREE CASH	$4.3M	108082	1.62%	SOLE
6	PIMCO ETF TR	ENHNCD LW DUR AC	$4.2M	43493	1.59%	SOLE
7	PIMCO ETF TR	MULTISECTOR BD	$3.8M	145884	1.45%	SOLE
8	T ROWE PRICE ETF INC	SMALL MID CAP	$3.2M	87811	1.23%	SOLE
9	ALPHABET INC	CAP STK CL A	$2.9M	10185	1.11%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$2.8M	89545	1.05%	SOLE
11	NVIDIA CORPORATION	COM	$2.7M	15702	1.04%	SOLE
12	EA SERIES TRUST	ASTORIA US EQUAL	$2.6M	73877	1.00%	SOLE
13	MICROSOFT CORP	COM	$2.5M	6816	0.96%	SOLE
14	CITIGROUP INC	COM NEW	$2.3M	20092	0.87%	SOLE
15	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.1M	6246	0.80%	SOLE
16	CARDINAL HEALTH INC	COM	$2.1M	9850	0.79%	SOLE
17	NEWMONT CORP	COM	$2.0M	18714	0.77%	SOLE
18	JPMORGAN CHASE & CO	COM	$2.0M	6771	0.76%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.9M	14438	0.73%	SOLE
20	GENERAL DYNAMICS CORP	COM	$1.9M	5572	0.73%	SOLE
21	ISHARES TR	MSCI EMG MKT ETF	$1.8M	32151	0.69%	SOLE
22	RTX CORPORATION	COM	$1.7M	8955	0.66%	SOLE
23	ALLSTATE CORP	COM	$1.7M	8074	0.64%	SOLE
24	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.6M	32236	0.62%	SOLE
25	HOWMET AEROSPACE INC	COM	$1.6M	6806	0.60%	SOLE
26	ANGEL OAK FUNDS TRUST	INCOME ETF	$1.5M	74327	0.59%	SOLE
27	ISHARES INC	MSCI EURZONE ETF	$1.5M	24318	0.58%	SOLE
28	META PLATFORMS INC	CL A	$1.5M	2644	0.58%	SOLE
29	ISHARES TR	MSCI EAFE ETF	$1.5M	15104	0.56%	SOLE
30	GENERAL MTRS CO	COM	$1.5M	19692	0.56%	SOLE
31	JOHNSON & JOHNSON	COM	$1.5M	5960	0.55%	SOLE
32	CVS HEALTH CORP	COM	$1.5M	20260	0.55%	SOLE
33	QUALCOMM INC	COM	$1.4M	10995	0.54%	SOLE
34	BANK AMERICA CORP	COM	$1.4M	28167	0.52%	SOLE
35	NUTRIEN LTD	COM	$1.3M	17705	0.51%	SOLE
36	HF SINCLAIR CORP	COM	$1.3M	21067	0.50%	SOLE
37	ALPHABET INC	CAP STK CL C	$1.3M	4577	0.50%	SOLE
38	FS KKR CAP CORP	COM	$1.3M	128689	0.50%	SOLE
39	CISCO SYS INC	COM	$1.3M	16713	0.49%	SOLE
40	MERCK & CO INC	COM	$1.3M	10684	0.49%	SOLE
41	ISHARES INC	MSCI ISRAEL ETF	$1.3M	10979	0.48%	SOLE
42	UBS GROUP AG	SHS	$1.2M	31802	0.47%	SOLE
43	AIR PRODUCTS AND CHEMICALS I	COM	$1.2M	4235	0.47%	SOLE
44	DISNEY WALT CO	COM	$1.2M	12597	0.46%	SOLE
45	ISHARES INC	MSCI ITALY ETF	$1.2M	22540	0.46%	SOLE
46	ISHARES TR	MSCI UK ETF NEW	$1.2M	25873	0.45%	SOLE
47	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$1.2M	38819	0.45%	SOLE
48	DEVON ENERGY CORP NEW	COM	$1.2M	22966	0.44%	SOLE
49	TAPESTRY INC	COM	$1.1M	8146	0.44%	SOLE
50	CORNING INC	COM	$1.1M	8409	0.43%	SOLE

1–50 of 277

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.