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CIK: 0001977092
Total reported value
$331.8M
$331.8M
327 檔
24.9%
During the Q2 2025 filing period, Legacy Capital Group California, Inc. (CIK: 0001977092) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $331.8M across 327 reported positions.
During Q2 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 327 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.18% | -1.12% | -1.97% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.60% | +0.28% | +18.03% | |
| 3 | RBRK | Rubrik Inc-a | Stock-Tech | 4.50% | — | — | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.44% | +2.87% | +45.32% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.23% | -0.88% | +29.29% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | -0.21% | +16.83% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | -0.28% | +19.31% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.51% | -0.29% | -5.74% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.31% | -0.06% | -1.89% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.26% | -0.19% | -3.20% | |
| 11 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 1.26% | -0.24% | +174.34% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.11% | +49.72% | |
| 13 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.15% | -0.16% | +14.19% | |
| 14 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.08% | -0.28% | -1.68% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 0.99% | -0.18% | +200.32% | |
| 16 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.86% | — | — | |
| 17 | CEG | Constellation Energy | Stock-Utilities | 0.84% | — | +610.30% | |
| 18 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.83% | — | +110.94% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.35% | +15.08% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.80% | -0.10% | -1.42% | |
| 21 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 0.78% | -0.17% | -4.07% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | +0.34% | +485.02% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.25% | +146.20% | |
| 24 | OKLO | Oklo Inc | Stock-Utilities | 0.61% | — | — | |
| 25 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.60% | — | +268.87% | |
| 26 | C | Citigroup Inc | Stock-Financials | 0.59% | -0.20% | -2.66% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.09% | -1.16% | |
| 28 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.57% | — | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.27% | +1.56% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | -0.03% | -1.96% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | -0.21% | -1.13% | |
| 32 | COF | Capital One Financial CORP | Stock-Financials | 0.50% | — | +422.77% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | +0.27% | -28.19% | |
| 34 | APPS | Digital Turbine Inc | Stock-Other | 0.50% | — | — | |
| 35 | CARY | Angel Oak Income ETF | ETF-Other | 0.49% | -0.09% | — | |
| 36 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.48% | — | — | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.47% | -0.21% | -2.59% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | — | -0.96% | |
| 39 | PWR | Quanta Services Inc | Stock-Industrials | 0.45% | +0.42% | NEW | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.44% | — | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.06% | +3.26% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.06% | -33.20% | |
| 43 | CVNA | Carvana Co | Stock-Consumer Disc | 0.42% | — | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.42% | — | — | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.42% | -0.08% | +86.13% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.41% | — | -8.84% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.03% | +0.23% | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.41% | — | — | |
| 49 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.40% | -0.10% | EXIT | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.40% | -0.01% | — |
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 327 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, RBRK) accounted for 24.9% of total reported equity market value during Q2 2025.
During Q2 2025, Legacy Capital Group California, Inc.'s top holdings by market value included AAPL (7.2%)、NVDA (4.6%)、RBRK (4.5%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q2 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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