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Portfolio (Quarterly) Guide ↗

Legacy Capital Group California, Inc.

· CIK 0001977092
13F Portfolio $332M AUM 299 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 299 New
Page 12 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WDC WESTERN DIGITAL CORP Technology 674.0 $430K 0.13% NEW $638.72 -29.5%
222 SLV ISHARES SILVER TR Financial Services 8,050.0 $430K 0.13% NEW $53.47 +8.3%
223 CNQ CANADIAN NAT RES LTD MED TER Energy 10,865.0 $429K 0.13% NEW $39.50 +31.2%
224 RY ROYAL BK CDA Financial Services 2,064.0 $427K 0.13% NEW $206.97 -1.7%
225 MBB ISHARES TR 4,498.0 $425K 0.13% NEW $94.51 -2.2%
226 IWV ISHARES TR 987.0 $421K 0.13% NEW $426.40 +1.5%
227 AAA INVESTMENT MANAGERS SER TR I 16,828.0 $419K 0.13% NEW $24.90 -0.0%
228 SNX TD SYNNEX CORPORATION Technology 1,562.0 $418K 0.13% NEW $267.34 -6.0%
229 BA BOEING CO Industrials 1,921.0 $416K 0.12% NEW $216.47 -5.0%
230 WMT WALMART INC Consumer Defensive 3,651.0 $413K 0.12% NEW $113.25 -6.5%
231 OTTR OTTER TAIL CORP Utilities 4,560.0 $410K 0.12% NEW $89.98 -0.4%
232 CARNIVAL CORP LTD 14,173.0 $405K 0.12% NEW $28.57
233 EBAY EBAY INC. Consumer Cyclical 3,598.0 $402K 0.12% NEW $111.75 -6.1%
234 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10,232.0 $399K 0.12% NEW $38.96 +2.1%
235 VRT VERTIV HOLDINGS CO Industrials 1,182.0 $396K 0.12% NEW $334.82 -23.5%
236 XEL XCEL ENERGY INC Utilities 4,861.0 $390K 0.12% NEW $80.30 -5.5%
237 SLB SLB LIMITED Energy 8,294.0 $386K 0.12% NEW $46.49 +22.9%
238 NXE NEXGEN ENERGY LTD Energy 40,606.0 $381K 0.12% NEW $9.39 +5.8%
239 ENS ENERSYS Industrials 1,608.0 $376K 0.11% NEW $233.82 -22.6%
240 CF CF INDUSTRIES HOLD Basic Materials 3,472.0 $376K 0.11% NEW $108.26 +25.3%
Page 12 of 15  ·  299 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Financial Services 13.6%
Industrials 12.8%
Healthcare 9.8%
Consumer Cyclical 6.1%
Energy 5.6%
Basic Materials 4.7%
Communication Services 4.3%
Consumer Defensive 3.2%
Utilities 1.6%