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CIK: 0001977092
Total reported value
$331.8M
$331.8M
328 檔
26.1%
At the close of Q3 2025, Legacy Capital Group California, Inc. disclosed equity holdings valued at approximately $331.8M, spread across 328 reported holdings.
In Q3 2025, Legacy Capital Group California, Inc. displayed an active expansion posture, initiating 24 new positions and adding to 17 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 328 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.28% | -1.12% | +1.16% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.14% | +0.28% | +3.03% | |
| 3 | RBRK | Rubrik Inc-a | Stock-Tech | 3.79% | — | — | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.89% | +2.87% | -29.22% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.97% | -0.88% | -3.85% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.21% | +11.83% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | -0.28% | -1.24% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.47% | -0.29% | -1.29% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.20% | -0.06% | -0.12% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.17% | -0.19% | -0.70% | |
| 11 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 1.15% | -0.24% | -0.68% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.11% | -7.16% | |
| 13 | OKLO | Oklo Inc | Stock-Utilities | 1.10% | — | -1.29% | |
| 14 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.05% | -0.28% | -0.93% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 0.91% | -0.18% | +4.02% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.35% | -17.31% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.84% | +0.34% | +9.92% | |
| 18 | CEG | Constellation Energy | Stock-Utilities | 0.81% | — | +1.83% | |
| 19 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.80% | -0.16% | +5.81% | |
| 20 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.79% | — | -1.08% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | -0.10% | +11.96% | |
| 22 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 0.76% | -0.17% | -1.18% | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.65% | — | +34.79% | |
| 24 | C | Citigroup Inc | Stock-Financials | 0.65% | -0.20% | +0.17% | |
| 25 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.64% | — | -7.70% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.25% | -1.32% | |
| 27 | NEM | Newmont CORP | Stock-Materials | 0.58% | -0.24% | +19.14% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.54% | -0.03% | -0.64% | |
| 29 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.54% | — | -1.17% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.30% | +562.44% | |
| 31 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.53% | -0.02% | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.27% | +0.60% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | -0.03% | -4.94% | |
| 34 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.49% | -0.06% | +223.55% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.49% | -0.21% | +9.51% | |
| 36 | APPS | Digital Turbine Inc | Stock-Other | 0.49% | — | -1.21% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | +0.27% | +0.02% | |
| 38 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.48% | — | -0.34% | |
| 39 | COF | Capital One Financial CORP | Stock-Financials | 0.46% | — | -0.62% | |
| 40 | CARY | Angel Oak Income ETF | ETF-Other | 0.45% | -0.09% | -0.75% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.45% | +0.42% | NEW | |
| 42 | GE | General Electric | Stock-Industrials | 0.45% | — | -1.17% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.08% | +73.13% | |
| 44 | CVNA | Carvana Co | Stock-Consumer Disc | 0.43% | — | -1.21% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.43% | +0.10% | +238.60% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.43% | — | -12.03% | |
| 47 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.42% | -0.10% | EXIT | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.06% | +0.37% | |
| 49 | UBS | UBS Group AG | Stock-Financials | 0.41% | — | +1.35% | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.41% | -0.08% | -0.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +3.03% | Add |
| 2 | GS | Goldman Sachs Group Inc | +0.7% | +9.92% | Add |
| 3 | CEG | Constellation Energy | +0.7% | +1.83% | Add |
| 4 | LDUR | Pimco Enhanced Low Duration | +0.6% | -0.68% | Add |
| 5 | IBM | Intl Business Machines CORP | +0.6% | +4.02% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +11.83% | Add |
| 7 | ACN | Accenture plc | +0.4% | +562.44% | Add |
| 8 | PWR | Quanta Services Inc | +0.4% | -1.14% | Add |
| 9 | COF | Capital One Financial CORP | +0.4% | -0.62% | Add |
| 10 | AXON | Axon Enterprise Inc | +0.4% | -0.34% | Add |
| 11 | AMZN | Amazon.com Inc | +0.3% | -1.32% | Add |
| 12 | CAH | Cardinal Health Inc | +0.3% | +223.55% | Add |
| 13 | SPOT | Spotify Technology S.A. | +0.3% | -7.70% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | -7.16% | Add |
| 15 | TSLA | Tesla Inc | +0.2% | +73.13% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -17.31% | Trim |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -1.24% | Add |
| 18 | RBRK | Rubrik Inc-a | -0.1% | — | Unchanged |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -3.85% | Add |
| 20 | LONZ | Pimco Senior Loan Active ETF | -0.6% | -0.04% | Trim |
| 21 | XONE | Bondbloxx Bbg 1 Dur US Treas | -1% | -0.02% | Trim |
| 22 | AAPL | Apple Inc | -1.7% | +1.16% | Trim |
| 23 | OKLO | Oklo Inc | — | NEW | New buy |
| 24 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 25 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 26 | CELH | Celsius Holdings Inc | — | NEW | New buy |
| 27 | CMDT | Pimco Commodity Active Strat | — | NEW | New buy |
| 28 | XLRE | Ss Real Estate Select Sector | — | EXIT | Sold out |
| 29 | APPS | Digital Turbine Inc | — | NEW | New buy |
| 30 | CARY | Angel Oak Income ETF | — | NEW | New buy |
| 31 | GE | General Electric | — | NEW | New buy |
| 32 | CVNA | Carvana Co | — | NEW | New buy |
| 33 | THC | Tenet Healthcare CORP | — | NEW | New buy |
| 34 | LOPE | Grand Canyon Education Inc | — | NEW | New buy |
| 35 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | — | EXIT | Sold out |
| 36 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 37 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 38 | BA | Boeing Co/the | — | NEW | New buy |
| 39 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 40 | MSI | Motorola Solutions Inc | — | EXIT | Sold out |
| 41 | CHWY | Chewy Inc - Class A | — | NEW | New buy |
| 42 | VSAT | Viasat Inc | — | NEW | New buy |
| 43 | XHLF | Bondbloxx Bbg 6 Mth US Treas | — | NEW | New buy |
| 44 | EQT | Eqt CORP | — | NEW | New buy |
| 45 | UPST | Upstart Holdings Inc | — | NEW | New buy |
| 46 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 47 | BROS | Dutch Bros Inc-class A | — | NEW | New buy |
| 48 | PLMR | Palomar Holdings Inc | — | NEW | New buy |
| 49 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 50 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
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 328 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, RBRK) accounted for 26.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
OKLO
市值: $4.3M
Top Position Liquidated / Trimmed
XLRE
前期市值: $2.1M
During Q3 2025, Legacy Capital Group California, Inc.'s top holdings by market value included AAPL (8.3%)、NVDA (5.1%)、RBRK (3.8%). The largest single position, AAPL, represented 8.3% of total portfolio value.
In Q3 2025, Legacy Capital Group California, Inc. made 49 total portfolio adjustments, initiating 24 new buys, adding to 17 positions, trimming 4 holdings, and fully liquidating 4 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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