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CIK: 0001977092
Total reported value
$331.8M
$331.8M
336 檔
26.3%
In Q4 2025, Legacy Capital Group California, Inc.'s U.S. equity holdings reached a combined market value of $331.8M, distributed across 336 disclosed stock positions.
Legacy Capital Group California, Inc. executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 14 holdings and trimming 12 positions.
Showing top 200 holdings (of 336 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.35% | -1.12% | -0.77% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.61% | +0.28% | -5.72% | |
| 3 | RBRK | Rubrik Inc-a | Stock-Tech | 3.36% | — | -0.01% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.89% | +2.87% | +5.22% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.90% | -0.88% | +2.18% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 1.79% | -0.08% | +311.96% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | -0.28% | -3.93% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.38% | -0.29% | -3.93% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.21% | -22.94% | |
| 10 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.13% | -0.16% | +48.81% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.10% | -0.06% | -3.39% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.11% | -0.83% | |
| 13 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 1.06% | -0.24% | -2.79% | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.06% | -0.19% | -4.21% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.35% | -0.51% | |
| 16 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.01% | -0.28% | -3.47% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | -0.18% | -2.58% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.87% | +0.34% | -0.68% | |
| 19 | CEG | Constellation Energy | Stock-Utilities | 0.83% | — | +0.27% | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.74% | -0.69% | +1170.97% | |
| 21 | C | Citigroup Inc | Stock-Financials | 0.72% | -0.20% | +0.87% | |
| 22 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 0.71% | -0.17% | -3.82% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | +0.27% | +21.91% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.27% | +61.85% | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.66% | — | -1.01% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.10% | -10.93% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.63% | -0.36% | EXIT | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.25% | -1.10% | |
| 29 | OKLO | Oklo Inc | Stock-Utilities | 0.59% | — | -12.61% | |
| 30 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.59% | — | -0.96% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.57% | -0.15% | +72.01% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | -0.03% | -6.41% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.56% | -0.30% | +2.24% | |
| 34 | GE | General Electric | Stock-Industrials | 0.56% | — | +28.65% | |
| 35 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.55% | -0.06% | -9.84% | |
| 36 | NEM | Newmont CORP | Stock-Materials | 0.53% | -0.24% | -18.72% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | -0.03% | +91.99% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | -0.21% | +67.16% | |
| 39 | COF | Capital One Financial CORP | Stock-Financials | 0.50% | — | -0.68% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.09% | +17.07% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.49% | -0.21% | +1.16% | |
| 42 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.47% | +0.47% | NEW | |
| 43 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.47% | -0.10% | EXIT | |
| 44 | CVNA | Carvana Co | Stock-Consumer Disc | 0.45% | — | -1.09% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.08% | +5.66% | |
| 46 | UBS | UBS Group AG | Stock-Financials | 0.44% | — | +0.61% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.08% | -0.36% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.43% | +0.10% | -38.54% | |
| 49 | PWR | Quanta Services Inc | Stock-Industrials | 0.43% | +0.42% | NEW | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.06% | -0.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.5% | +311.96% | Add |
| 2 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.7% | +1170.97% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +0.4% | +266.43% | Add |
| 4 | FSK | Fs Kkr Capital CORP | +0.3% | +48.81% | Add |
| 5 | GM | General Motors Co | +0.3% | +206.45% | Add |
| 6 | MRK | Merck & Co. Inc. | +0.2% | +21.91% | Add |
| 7 | GD | General Dynamics CORP | +0.2% | +72.01% | Add |
| 8 | BAC | Bank Of America CORP | +0.2% | +67.16% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +61.85% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.51% | Trim |
| 11 | EFA | Ishares Msci Eafe ETF | +0.1% | +42.31% | Add |
| 12 | GE | General Electric | +0.1% | +28.65% | Add |
| 13 | AAPL | Apple Inc | +0.1% | -0.77% | Trim |
| 14 | JPST | Jpmorgan Ultra-short Income | — | +5.22% | Add |
| 15 | ADBE | Adobe Inc | -0.2% | -56.85% | Trim |
| 16 | ORCL | Oracle CORP | -0.2% | -4.30% | Trim |
| 17 | HOOD | Robinhood Markets Inc - A | -0.2% | -0.96% | Trim |
| 18 | AXON | Axon Enterprise Inc | -0.4% | -73.56% | Trim |
| 19 | RBRK | Rubrik Inc-a | -0.4% | -0.01% | Trim |
| 20 | SPOT | Spotify Technology S.A. | -0.4% | -59.48% | Trim |
| 21 | CMDT | Pimco Commodity Active Strat | -0.5% | -89.04% | Trim |
| 22 | OKLO | Oklo Inc | -0.5% | -12.61% | Trim |
| 23 | NVDA | Nvidia CORP | -0.5% | -5.72% | Trim |
| 24 | MSFT | Microsoft CORP | -0.5% | -22.94% | Trim |
| 25 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 26 | APPS | Digital Turbine Inc | — | EXIT | Sold out |
| 27 | WGS | Genedx Holdings CORP | — | NEW | New buy |
| 28 | LOPE | Grand Canyon Education Inc | — | EXIT | Sold out |
| 29 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 30 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
| 31 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 32 | LMND | Lemonade Inc | — | NEW | New buy |
| 33 | CHWY | Chewy Inc - Class A | — | EXIT | Sold out |
| 34 | EIS | Ishares Msci Israel ETF | — | NEW | New buy |
| 35 | BE | Bloom Energy Corp- A | — | NEW | New buy |
| 36 | CTA | Simplify Managed Futures St | — | EXIT | Sold out |
| 37 | UL | Unilever PLC | — | EXIT | Sold out |
| 38 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 39 | IYY | Ishares Dow Jones U.s. ETF | — | NEW | New buy |
| 40 | UPST | Upstart Holdings Inc | — | EXIT | Sold out |
| 41 | BROS | Dutch Bros Inc-class A | — | EXIT | Sold out |
| 42 | PLMR | Palomar Holdings Inc | — | EXIT | Sold out |
| 43 | HUBS | Hubspot Inc | — | EXIT | Sold out |
| 44 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 45 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 46 | SAP | Sap Se-sponsored Adr | — | EXIT | Sold out |
| 47 | TTE | TotalEnergies SE | — | NEW | New buy |
| 48 | AER | AerCap Holdings N.V. | — | NEW | New buy |
| 49 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 50 | CPAY | Corpay 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 336 disclosed positions in Q4 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 26.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
RKLB
市值: $1.9M
Top Position Liquidated / Trimmed
APPS
前期市值: $1.9M
During Q4 2025, Legacy Capital Group California, Inc.'s top holdings by market value included AAPL (8.3%)、NVDA (4.6%)、RBRK (3.4%). The largest single position, AAPL, represented 8.3% of total portfolio value.
In Q4 2025, Legacy Capital Group California, Inc. made 50 total portfolio adjustments, initiating 12 new buys, adding to 12 positions, trimming 12 holdings, and fully liquidating 14 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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