§ 13F · FUND PROFILE
Legacy Capital Group California, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $392.6T (13F)Positions · 328Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 127K | $34.4T | 8.3% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 102K | $19.0T | 4.6% | −6% |
| 3 | RBRK | RUBRIK INC. | 181K | $13.9T | 3.4% | ±0% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 236K | $11.9T | 2.9% | +5% |
| 5 | BIL | SPDR SERIES TRUST | 86K | $7.9T | 1.9% | +2% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 34K | $7.4T | 1.8% | +312% |
| 7 | SPYM | SPDR SERIES TRUST | 71K | $5.7T | 1.4% | −4% |
| 8 | SPTM | SPDR SERIES TRUST | 69K | $5.7T | 1.4% | −4% |
| 9 | MSFT | MICROSOFT CORP | 10K | $4.8T | 1.2% | −23% |
| 10 | FSK | FS KKR CAP CORP | 314K | $4.6T | 1.1% | +49% |
§ 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 $392551.3 trillion in assets. The fund runs a broad portfolio of 328 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed