§ 13F · FUND PROFILE
Legacy Capital Group California, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $393M (13F)Positions · 328Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 116K | $30M | 11.2% | −8% |
| 2 | BIL | SPDR SERIES TRUST | 93K | $9M | 3.2% | +8% |
| 3 | SPYM | SPDR SERIES TRUST | 64K | $5M | 1.9% | −11% |
| 4 | SPTM | SPDR SERIES TRUST | 61K | $5M | 1.8% | −11% |
| 5 | VFLO | VICTORY PORTFOLIOS II | 108K | $4M | 1.6% | +2% |
| 6 | LDUR | PIMCO ETF TR | 43K | $4M | 1.6% | −5% |
| 7 | PYLD | PIMCO ETF TR | 146K | $4M | 1.5% | −11% |
| 8 | TMSL | T ROWE PRICE ETF INC | 88K | $3M | 1.2% | +151% |
| 9 | GOOGL | ALPHABET INC | 10K | $3M | 1.1% | −27% |
| 10 | FLRN | SPDR SERIES TRUST | 90K | $3M | 1.0% | −10% |
§ 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 $393 million in assets. The fund runs a broad portfolio of 328 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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