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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 15 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EOG EOG RES INC Energy 1,806.0 $234K 0.07% NEW $129.73 +14.2%
282 PNC PNC FINL SVCS GROUP INC Financial Services 937.0 $231K 0.07% NEW $246.22 -3.6%
283 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 577.0 $223K 0.07% NEW $386.73 +3.9%
284 CE CELANESE CORP DEL Basic Materials 4,694.0 $216K 0.07% NEW $46.00 -2.9%
285 HMC HONDA MOTOR CO LTD Consumer Cyclical 7,885.0 $214K 0.06% NEW $27.11 +18.1%
286 XONE BONDBLOXX ETF TRUST 4,283.0 $211K 0.06% NEW $49.37 -0.4%
287 IGSB ISHARES TR 4,013.0 $210K 0.06% NEW $52.41 -1.2%
288 SNA SNAP ON INC Industrials 520.0 $209K 0.06% NEW $402.59 -5.1%
289 BINC BLACKROCK ETF TRUST II 3,955.0 $207K 0.06% NEW $52.34 -1.5%
290 CMDT PIMCO ETF TR 6,719.0 $206K 0.06% NEW $30.67 +9.6%
291 V VISA INC Financial Services 589.0 $202K 0.06% NEW $343.09 +9.4%
292 LVS LAS VEGAS SANDS CORP Consumer Cyclical 4,350.0 $201K 0.06% NEW $46.19 -5.1%
293 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 21,347.0 $200K 0.06% NEW $9.39 +23.7%
294 FS SPECIALTY LENDING FD 17,843.0 $199K 0.06% NEW $11.15
295 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 35,000.0 $191K 0.06% NEW $5.45 -14.7%
296 GLD CALL SPDR GOLD TR Financial Services 500.0 $184K 0.06% NEW $368.38 +8.0%
297 STLA STELLANTIS N.V Consumer Cyclical 11,529.0 $66K 0.02% NEW $5.74 -7.4%
298 UGP ULTRAPAR PARTICIPACOES SA Energy 12,194.0 $61K 0.02% NEW $5.02 +38.0%
299 SLV CALL ISHARES SILVER TR Financial Services 1,000.0 $53K 0.02% NEW $53.47 +8.9%
Page 15 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%