Legacy Capital Group California, Inc.

13F filer · CIK 0001977092

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$332MU.S. long equity reported on 13F

Positions24048 new · 31 closed

Net flow last quarter+$25.1MBuys minus sells

Top 10 positions weight18.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026240 positions
AAPLApple Inc.	$33.6M	10.12%	0.00%	-0.3%	Q1 2023
GOOGLAlphabet Inc.	$4.85M	1.46%	0.00%	+33.3%	Q1 2023
NVDANvidia Corp	$4.38M	1.32%	0.00%	+39.6%	Q2 2023
IBRXImmunityBio, Inc.	$3.9M	1.18%	0.04%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.13M	0.94%	0.00%	+4.9%	Q2 2023
CATCaterpillar Inc	$2.7M	0.81%	0.00%	+122.9%	Q1 2023
MRKMerck & Co., Inc.	$2.53M	0.76%	0.00%	+84.3%	Q1 2023
GSGoldman Sachs Group Inc	$2.5M	0.75%	0.00%	+95.1%	Q1 2023
MSFTMicrosoft Corp	$2.49M	0.75%	0.00%	-2.0%	Q1 2023
CAHCardinal Health Inc	$2.41M	0.73%	0.00%	+2.9%	Q1 2023
CCitigroup Inc	$2.24M	0.67%	0.00%	-20.4%	Q1 2023
JPMJPMorgan Chase & Co	$2.17M	0.65%	0.00%	-2.1%	Q1 2023
AMZNAmazon Com Inc	$2.17M	0.65%	0.00%	+80.7%	Q2 2023
CVSCVS HEALTH Corp	$2.05M	0.62%	0.00%	-2.2%	Q1 2023
CFGCitizens Financial Group Inc	$2M	0.60%	0.01%	+120.3%	Q1 2023
BNYBank of New York Mellon Corp	$1.95M	0.59%	0.00%	+170.4%	Q1 2023
GDGeneral Dynamics Corp	$1.92M	0.58%	0.00%	-2.7%	Q1 2023
CSCOCisco Systems, Inc.	$1.91M	0.57%	0.00%	-2.9%	Q1 2023
ALLAllstate Corp	$1.87M	0.56%	0.00%	-2.8%	Q1 2023
NBISNebius Group N.V.	$1.85M	0.56%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$1.82M	0.55%	0.00%	+299.2%	Q1 2026
ASMLAsml Holding NV	$1.78M	0.54%	0.00%	+118.5%	Q1 2025
STXSeagate Technology Holdings plc	$1.78M	0.54%	0.00%	-33.3%	Q1 2023
HWMHowmet Aerospace Inc.	$1.77M	0.53%	0.00%	-3.4%	Q4 2024
NEMNEWMONT Corp	$1.76M	0.53%	0.00%	+0.6%	Q1 2023
LRCXLam Research Corp	$1.75M	0.53%	0.00%	-20.4%	Q1 2023
MUMicron Technology Inc	$1.71M	0.52%	0.00%	-54.5%	Q1 2023
GLWCorning Inc	$1.7M	0.51%	0.00%	-20.7%	Q1 2023
VSATViasat Inc	$1.67M	0.50%	0.01%	Not reported	Q3 2025
BTSGBrightSpring Health Services, Inc.	$1.66M	0.50%	0.01%	New	Q2 2026
RTXRTX Corp	$1.65M	0.50%	0.00%	-3.0%	Q1 2023
JBLJabil Inc	$1.61M	0.49%	0.00%	-2.1%	Q1 2023
GOOGAlphabet Inc.	$1.57M	0.47%	Not reported	-3.1%	Q1 2023
UBSUBS Group AG	$1.57M	0.47%	0.00%	-0.6%	Q1 2023
HPEHewlett Packard Enterprise Co	$1.56M	0.47%	0.00%	-2.6%	Q1 2023
RKLBRocket Lab Corp	$1.56M	0.47%	0.00%	Not reported	Q4 2025
JNJJohnson & Johnson	$1.53M	0.46%	0.00%	+0.8%	Q1 2023
GMGeneral Motors Co	$1.52M	0.46%	0.00%	+0.1%	Q2 2024
BEBloom Energy Corp	$1.49M	0.45%	0.00%	Not reported	Q4 2025
DINOHF Sinclair Corp	$1.43M	0.43%	0.01%	-2.2%	Q1 2023
KLICKulicke & Soffa Industries Inc	$1.43M	0.43%	0.02%	-22.6%	Q1 2023
ALBAlbemarle Corp	$1.41M	0.43%	0.01%	+132.7%	Q1 2023
CMICummins Inc	$1.41M	0.42%	0.00%	-2.0%	Q1 2023
PWRQuanta Services, Inc.	$1.39M	0.42%	0.00%	Not reported	Q1 2024
COHRCoherent Corp.	$1.39M	0.42%	0.00%	New	Q2 2026
VIAVViavi Solutions Inc.	$1.35M	0.41%	0.01%	New	Q2 2026
FNFabrinet	$1.35M	0.41%	0.01%	+233.5%	Q1 2026
TSEMTower Semiconductor Ltd	$1.35M	0.41%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$1.34M	0.40%	0.00%	-0.8%	Q1 2023
EISItt Educational Services Inc	$1.33M	0.40%	0.05%	+0.2%	Q4 2025

Q1 2026Reported May 4, 2026223 positions
AAPLApple Inc.	$29.5M	11.24%	0.00%	-8.2%	Q1 2023
GOOGLAlphabet Inc.	$2.93M	1.11%	0.00%	-26.8%	Q1 2023
NVDANvidia Corp	$2.74M	1.04%	0.00%	-84.6%	Q2 2023
MSFTMicrosoft Corp	$2.52M	0.96%	0.00%	-31.4%	Q1 2023
CCitigroup Inc	$2.28M	0.87%	0.00%	-20.8%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.11M	0.80%	0.00%	+41.7%	Q2 2023
CAHCardinal Health Inc	$2.08M	0.79%	0.00%	-11.6%	Q1 2023
NEMNEWMONT Corp	$2.03M	0.77%	0.00%	-14.9%	Q1 2023
JPMJPMorgan Chase & Co	$1.99M	0.76%	0.00%	-50.5%	Q1 2023
GDGeneral Dynamics Corp	$1.91M	0.73%	0.00%	-20.1%	Q1 2023
RTXRTX Corp	$1.73M	0.66%	0.00%	+31.1%	Q1 2023
ALLAllstate Corp	$1.67M	0.64%	0.00%	+7.2%	Q1 2023
HWMHowmet Aerospace Inc.	$1.57M	0.60%	0.00%	-14.4%	Q4 2024
METAMeta Platforms, Inc.	$1.51M	0.58%	Not reported	-39.3%	Q1 2023
GMGeneral Motors Co	$1.47M	0.56%	0.00%	-6.3%	Q2 2024
JNJJohnson & Johnson	$1.46M	0.55%	0.00%	-39.5%	Q1 2023
CVSCVS HEALTH Corp	$1.46M	0.55%	0.00%	+37.4%	Q1 2023
QCOMQualcomm Inc	$1.42M	0.54%	0.00%	-6.7%	Q1 2023
BACBank of America Corp	$1.37M	0.52%	0.00%	-25.6%	Q1 2023
NTRNutrien Ltd.	$1.34M	0.51%	0.00%	+59.1%	Q1 2023
DINOHF Sinclair Corp	$1.31M	0.50%	0.01%	-23.8%	Q1 2023
GOOGAlphabet Inc.	$1.31M	0.50%	Not reported	-38.6%	Q1 2023
FSKFS KKR Capital Corp	$1.31M	0.50%	0.05%	-59.0%	Q1 2023
CSCOCisco Systems, Inc.	$1.3M	0.49%	0.00%	-28.0%	Q1 2023
MRKMerck & Co., Inc.	$1.29M	0.49%	0.00%	-61.6%	Q1 2023
EISItt Educational Services Inc	$1.27M	0.48%	0.05%	-5.9%	Q4 2025
UBSUBS Group AG	$1.24M	0.47%	0.00%	-19.4%	Q1 2023
APDAir Products & Chemicals, Inc.	$1.23M	0.47%	0.00%	+14.8%	Q1 2023
DISWalt Disney Co	$1.21M	0.46%	0.00%	-46.1%	Q1 2023
DVNDevon Energy Corp	$1.16M	0.44%	0.00%	+66.7%	Q4 2023
TPRTapestry, Inc.	$1.15M	0.44%	0.00%	-21.0%	Q1 2023
GLWCorning Inc	$1.14M	0.44%	0.00%	-53.7%	Q1 2023
MRVLMarvell Technology, Inc.	$1.14M	0.43%	0.00%	New	Q1 2026
JBLJabil Inc	$1.14M	0.43%	0.00%	-9.9%	Q1 2023
IBMInternational Business Machines Corp	$1.13M	0.43%	0.00%	-62.2%	Q1 2023
AVGOBroadcom Inc.	$1.1M	0.42%	0.00%	+40.3%	Q1 2023
MUMicron Technology Inc	$1.1M	0.42%	0.00%	-47.6%	Q1 2023
CBOECboe Global Markets, Inc.	$1.09M	0.42%	0.00%	-12.7%	Q2 2024
CMICummins Inc	$1.08M	0.41%	0.00%	-25.1%	Q1 2023
STXSeagate Technology Holdings plc	$1.08M	0.41%	0.00%	-50.7%	Q1 2023
LRCXLam Research Corp	$1.08M	0.41%	0.00%	-43.0%	Q1 2023
PFEPfizer Inc	$1.08M	0.41%	0.00%	+59.2%	Q1 2023
GSGoldman Sachs Group Inc	$1.07M	0.41%	0.00%	-69.1%	Q1 2023
AMZNAmazon Com Inc	$1.05M	0.40%	0.00%	-54.0%	Q2 2023
ADMArcher-Daniels-Midland Co	$1.05M	0.40%	0.00%	-22.1%	Q1 2023
ACNAccenture plc	$1.05M	0.40%	0.00%	-39.1%	Q2 2023
CVXChevron Corp	$1.03M	0.39%	0.00%	-15.9%	Q4 2023
EQTEQT Corp	$1.02M	0.39%	0.00%	-12.6%	Q3 2025
SMSM Energy Co	$974K	0.37%	0.01%	New	Q1 2026
VRTXVertex Pharmaceuticals Inc / Ma	$973K	0.37%	0.00%	-12.9%	Q3 2025

Q4 2025Reported Jan 28, 2026272 positions
AAPLApple Inc.	$34.4M	8.35%	0.00%	-0.8%	Q1 2023
NVDANvidia Corp	$19M	4.61%	0.00%	-5.7%	Q2 2023
RBRKRubrik, Inc.	$13.9M	3.36%	Not reported	0.0%	Q3 2024
AMDAdvanced Micro Devices Inc	$7.38M	1.79%	0.00%	+312.0%	Q2 2023
MSFTMicrosoft Corp	$4.8M	1.16%	0.00%	-22.9%	Q1 2023
FSKFS KKR Capital Corp	$4.64M	1.13%	0.11%	+48.8%	Q1 2023
JPMJPMorgan Chase & Co	$4.41M	1.07%	0.00%	-0.8%	Q1 2023
GOOGLAlphabet Inc.	$4.35M	1.05%	0.00%	-0.5%	Q1 2023
IBMInternational Business Machines Corp	$3.64M	0.88%	0.00%	-2.6%	Q1 2023
GSGoldman Sachs Group Inc	$3.6M	0.87%	0.00%	-0.7%	Q1 2023
CEGConstellation Energy Corp	$3.41M	0.83%	0.00%	+0.3%	Q3 2024
CCitigroup Inc	$2.96M	0.72%	0.00%	+0.9%	Q1 2023
MRKMerck & Co., Inc.	$2.93M	0.71%	0.00%	+21.9%	Q1 2023
METAMeta Platforms, Inc.	$2.88M	0.70%	Not reported	+61.9%	Q1 2023
SHOPShopify Inc.	$2.74M	0.66%	0.00%	-1.0%	Q2 2023
DISWalt Disney Co	$2.66M	0.64%	0.00%	-10.9%	Q1 2023
PLTRPalantir Technologies Inc.	$2.6M	0.63%	0.00%	+266.4%	Q4 2023
AMZNAmazon Com Inc	$2.53M	0.61%	0.00%	-1.1%	Q2 2023
OKLOOklo Inc.	$2.43M	0.59%	0.02%	-12.6%	Q2 2025
HOODRobinhood Markets, Inc.	$2.42M	0.59%	0.01%	-1.0%	Q2 2025
GDGeneral Dynamics Corp	$2.35M	0.57%	0.00%	+72.0%	Q1 2023
GOOGAlphabet Inc.	$2.34M	0.57%	Not reported	-6.4%	Q1 2023
ACNAccenture plc	$2.32M	0.56%	0.00%	+2.2%	Q2 2023
GEGeneral Electric Co	$2.31M	0.56%	0.00%	+28.7%	Q2 2025
CAHCardinal Health Inc	$2.29M	0.55%	0.00%	-9.8%	Q1 2023
NEMNEWMONT Corp	$2.19M	0.53%	0.00%	-18.7%	Q1 2023
BACBank of America Corp	$2.08M	0.50%	0.00%	+67.2%	Q1 2023
COFCapital One Financial Corp	$2.05M	0.50%	0.00%	-0.7%	Q4 2023
JNJJohnson & Johnson	$2.04M	0.49%	0.00%	+17.1%	Q1 2023
QCOMQualcomm Inc	$2.02M	0.49%	0.00%	+1.2%	Q1 2023
RKLBRocket Lab Corp	$1.94M	0.47%	0.01%	New	Q4 2025
THCTenet Healthcare Corp	$1.93M	0.47%	0.01%	+18.7%	Q3 2024
CVNACarvana Co.	$1.88M	0.45%	Not reported	-1.1%	Q3 2024
TSLATesla, Inc.	$1.87M	0.45%	0.00%	+5.7%	Q1 2023
UBSUBS Group AG	$1.83M	0.44%	0.00%	+0.6%	Q1 2023
CSCOCisco Systems, Inc.	$1.79M	0.43%	0.00%	-0.4%	Q1 2023
MUMicron Technology Inc	$1.78M	0.43%	0.00%	-38.5%	Q1 2023
PWRQuanta Services, Inc.	$1.77M	0.43%	0.00%	-0.8%	Q1 2024
WMTWalmart Inc.	$1.76M	0.43%	0.00%	-0.5%	Q1 2023
MNSTMonster Beverage Corp	$1.73M	0.42%	0.00%	+4.0%	Q2 2025
GMGeneral Motors Co	$1.71M	0.41%	0.00%	+206.5%	Q2 2024
CELHCelsius Holdings, Inc.	$1.67M	0.41%	0.01%	-0.8%	Q2 2025
HWMHowmet Aerospace Inc.	$1.63M	0.39%	0.00%	+0.3%	Q4 2024
GLWCorning Inc	$1.59M	0.39%	0.00%	+5.3%	Q1 2023
WGSGeneDx Holdings Corp.	$1.57M	0.38%	0.04%	Not reported	Q4 2024
ALLAllstate Corp	$1.57M	0.38%	0.00%	+0.7%	Q1 2023
STXSeagate Technology Holdings plc	$1.54M	0.37%	0.00%	-11.4%	Q1 2023
MDTMedtronic plc	$1.54M	0.37%	0.00%	+12.8%	Q1 2023
LRCXLam Research Corp	$1.52M	0.37%	0.00%	-16.9%	Q1 2023
BABoeing Co	$1.47M	0.36%	0.00%	-0.9%	Q2 2023

Q3 2025Reported Nov 12, 2025269 positions
AAPLApple Inc.	$32.5M	8.28%	0.00%	+1.2%	Q1 2023
NVDANvidia Corp	$20.2M	5.14%	0.00%	+3.0%	Q2 2023
RBRKRubrik, Inc.	$14.9M	3.79%	Not reported	Not reported	Q3 2024
MSFTMicrosoft Corp	$6.68M	1.70%	0.00%	+11.8%	Q1 2023
JPMJPMorgan Chase & Co	$4.35M	1.11%	0.00%	-7.2%	Q1 2023
OKLOOklo Inc.	$4.32M	1.10%	0.02%	-1.3%	Q2 2025
IBMInternational Business Machines Corp	$3.56M	0.91%	0.00%	+4.0%	Q1 2023
GOOGLAlphabet Inc.	$3.4M	0.87%	0.00%	-17.3%	Q1 2023
GSGoldman Sachs Group Inc	$3.28M	0.84%	0.00%	+9.9%	Q1 2023
CEGConstellation Energy Corp	$3.17M	0.81%	0.00%	+1.8%	Q3 2024
FSKFS KKR Capital Corp	$3.15M	0.80%	0.08%	+5.8%	Q1 2023
HOODRobinhood Markets, Inc.	$3.1M	0.79%	0.01%	-1.1%	Q2 2025
DISWalt Disney Co	$3M	0.76%	0.00%	+12.0%	Q1 2023
SHOPShopify Inc.	$2.55M	0.65%	0.00%	+34.8%	Q2 2023
CCitigroup Inc	$2.55M	0.65%	0.00%	+0.2%	Q1 2023
SPOTSpotify Technology S.A.	$2.51M	0.64%	0.00%	-7.7%	Q2 2023
AMZNAmazon Com Inc	$2.43M	0.62%	0.00%	-1.3%	Q2 2023
NEMNEWMONT Corp	$2.28M	0.58%	0.00%	+19.1%	Q1 2023
CELHCelsius Holdings, Inc.	$2.12M	0.54%	0.01%	-1.2%	Q2 2025
ACNAccenture plc	$2.09M	0.53%	0.00%	+562.4%	Q2 2023
METAMeta Platforms, Inc.	$1.98M	0.50%	Not reported	+0.6%	Q1 2023
GOOGAlphabet Inc.	$1.94M	0.49%	Not reported	-4.9%	Q1 2023
CAHCardinal Health Inc	$1.94M	0.49%	0.01%	+223.6%	Q1 2023
QCOMQualcomm Inc	$1.94M	0.49%	0.00%	+9.5%	Q1 2023
APPSDigital Turbine, Inc.	$1.93M	0.49%	0.27%	-1.2%	Q2 2025
MRKMerck & Co., Inc.	$1.91M	0.49%	0.00%	0.0%	Q1 2023
AXONAxon Enterprise, Inc.	$1.87M	0.48%	0.00%	-0.3%	Q1 2024
COFCapital One Financial Corp	$1.81M	0.46%	0.00%	-0.6%	Q4 2023
PWRQuanta Services, Inc.	$1.76M	0.45%	0.00%	-1.1%	Q1 2024
GEGeneral Electric Co	$1.75M	0.45%	0.00%	-1.2%	Q2 2025
TSLATesla, Inc.	$1.75M	0.45%	0.00%	+73.1%	Q1 2023
CVNACarvana Co.	$1.7M	0.43%	Not reported	-1.2%	Q3 2024
MUMicron Technology Inc	$1.69M	0.43%	0.00%	+238.6%	Q1 2023
ORCLOracle Corp	$1.69M	0.43%	0.00%	-12.0%	Q1 2023
THCTenet Healthcare Corp	$1.67M	0.42%	0.01%	-0.9%	Q3 2024
WMTWalmart Inc.	$1.64M	0.42%	0.00%	+0.4%	Q1 2023
UBSUBS Group AG	$1.61M	0.41%	0.00%	+1.4%	Q1 2023
ALLAllstate Corp	$1.61M	0.41%	0.00%	-0.3%	Q1 2023
CSCOCisco Systems, Inc.	$1.59M	0.41%	0.00%	+51.5%	Q1 2023
JNJJohnson & Johnson	$1.56M	0.40%	0.00%	-38.3%	Q1 2023
HWMHowmet Aerospace Inc.	$1.55M	0.40%	0.00%	+1.6%	Q4 2024
LOPEGrand Canyon Education, Inc.	$1.52M	0.39%	0.02%	-1.1%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$1.51M	0.38%	0.00%	-1.1%	Q3 2023
STXSeagate Technology Holdings plc	$1.49M	0.38%	0.00%	-27.9%	Q1 2023
UBERUber Technologies, Inc	$1.49M	0.38%	0.00%	-1.1%	Q4 2024
BABoeing Co	$1.48M	0.38%	0.00%	-1.1%	Q2 2023
MNSTMonster Beverage Corp	$1.46M	0.37%	0.00%	-1.1%	Q2 2025
DINOHF Sinclair Corp	$1.45M	0.37%	0.01%	+0.5%	Q1 2023
LRCXLam Research Corp	$1.43M	0.37%	0.00%	-17.1%	Q1 2023
GLWCorning Inc	$1.41M	0.36%	0.00%	-33.7%	Q1 2023

Premium opens every quarter this fund has filed