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CIK: 0001977092
Total reported value
$331.8M
$331.8M
306 檔
20.1%
In Q1 2025, Legacy Capital Group California, Inc.'s U.S. equity holdings reached a combined market value of $331.8M, distributed across 306 disclosed stock positions.
During Q1 2025, Legacy Capital Group California, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 306 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.96% | -1.12% | +0.94% | |
| 2 | RBRK | Rubrik Inc-a | Stock-Tech | 3.85% | — | — | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.84% | +2.87% | -35.35% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.36% | +0.28% | -17.80% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.16% | -0.88% | +8.88% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.83% | -0.29% | +1.48% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.67% | -0.06% | +0.94% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.63% | -0.19% | +38.27% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.28% | -1.39% | |
| 10 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.34% | -0.28% | +23.96% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.21% | +0.97% | |
| 12 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.27% | -0.16% | +5.19% | |
| 13 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 1.08% | -0.02% | +65.20% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.99% | +0.27% | +4.91% | |
| 15 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 0.93% | -0.17% | +43.98% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.11% | -1.24% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.82% | -0.10% | +45.84% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.09% | +1.76% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.35% | +3.24% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.06% | +17.02% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.72% | — | +10.05% | |
| 22 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.69% | — | -22.23% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.67% | -0.16% | -7.56% | |
| 24 | C | Citigroup Inc | Stock-Financials | 0.64% | -0.20% | +65.58% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.58% | -0.21% | +14.65% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | -0.21% | +72.88% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.06% | +9.19% | |
| 28 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.58% | -0.24% | — | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | -0.03% | +30.79% | |
| 30 | LRCX | Lam Research CORP | Stock-Tech | 0.56% | +0.12% | -0.68% | |
| 31 | NEM | Newmont CORP | Stock-Materials | 0.54% | -0.24% | +192.39% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.27% | +1.89% | |
| 33 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.53% | — | +1.12% | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.50% | +0.36% | +2.91% | |
| 35 | MSI | Motorola Solutions Inc | Stock-Tech | 0.49% | — | +110.02% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | -0.03% | -1.46% | |
| 37 | UL | Unilever PLC | Stock-Consumer Staples | 0.44% | — | +6.99% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.43% | — | +32.00% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.43% | -0.10% | +4.17% | |
| 40 | CTA | Simplify Managed Futures St | ETF-Other | 0.43% | -0.11% | -44.63% | |
| 41 | GLW | Corning Inc | Stock-Tech | 0.43% | +0.07% | -0.93% | |
| 42 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.41% | -0.06% | -1.40% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | — | -57.78% | |
| 44 | UBS | UBS Group AG | Stock-Financials | 0.40% | — | -5.69% | |
| 45 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.39% | -0.11% | -39.09% | |
| 46 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.39% | -0.10% | -0.97% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.39% | -0.15% | +3.08% | |
| 48 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 0.38% | -0.12% | +2.56% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.38% | -0.07% | +44.88% | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.38% | -0.04% | +3.00% |
According to official SEC Form 13F filings, Legacy Capital Group California, Inc. reported a total U.S. public equity portfolio value of $331.8M across 306 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, RBRK, JPST) accounted for 20.1% of total reported equity market value during Q1 2025.
During Q1 2025, Legacy Capital Group California, Inc.'s top holdings by market value included AAPL (10.0%)、RBRK (3.9%)、JPST (3.8%). The largest single position, AAPL, represented 10.0% of total portfolio value.
In Q1 2025, Legacy Capital Group California, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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