§ 13F · FUND PROFILE
Legacy Capital Group California, Inc..
AUM · $332M (13F)Positions · 299Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 116K | $34M | 10.1% | ±0% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 229K | $12M | 3.5% | +610% |
| 3 | BIL | SPDR SERIES TRUST | 85K | $8M | 2.4% | −8% |
| 4 | SPYM | SPDR SERIES TRUST | 59K | $5M | 1.6% | −7% |
| 5 | SPTM | SPDR SERIES TRUST | 57K | $5M | 1.6% | −7% |
| 6 | GOOGL | ALPHABET INC | 14K | $5M | 1.5% | +33% |
| 7 | LDUR | PIMCO ETF TR | 47K | $4M | 1.4% | +8% |
| 8 | VFLO | VICTORY PORTFOLIOS II | 97K | $4M | 1.3% | −10% |
| 9 | NVDA | NVIDIA CORPORATION | 22K | $4M | 1.3% | +40% |
| 10 | PYLD | PIMCO ETF TR | 157K | $4M | 1.3% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Capital Group California, Inc. is a Other fund managing $332 million in assets. The fund runs a broad portfolio of 299 positions.
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