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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 2 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 12,120.0 $2.3M 0.70% NEW $190.52 -3.6%
22 C CITIGROUP INC Financial Services 15,985.0 $2.2M 0.67% NEW $139.96 -5.3%
23 JPM JPMORGAN CHASE & CO Financial Services 6,630.0 $2.2M 0.65% NEW $327.33 +8.4%
24 AMZN AMAZON COM INC Consumer Cyclical 9,105.0 $2.2M 0.65% NEW $238.34 +7.0%
25 CVS CVS HEALTH CORP Healthcare 19,811.0 $2.0M 0.62% NEW $103.45 -5.7%
26 CFG CITIZENS FINL GROUP INC Financial Services 28,514.0 $2.0M 0.60% NEW $70.07 -2.7%
27 BK BANK OF NY MELLON CORP Financial Services 13,511.0 $2.0M 0.59% NEW $144.61 -1.9%
28 GD GENERAL DYNAMICS CORP Industrials 5,420.0 $1.9M 0.58% NEW $354.22 +4.3%
29 CSCO CISCO SYS INC Technology 16,223.0 $1.9M 0.57% NEW $117.46 -6.6%
30 EZU ISHARES INC 27,271.0 $1.9M 0.57% NEW $69.50 +0.2%
31 ALL ALLSTATE CORP Financial Services 7,851.0 $1.9M 0.56% NEW $237.93 +8.4%
32 NEBIUS GROUP N.V. 6,691.0 $1.8M 0.56% NEW $276.17
33 GEV GE VERNOVA INC Utilities 1,553.0 $1.8M 0.55% NEW $1174.86 -23.5%
34 EFA ISHARES TR 17,174.0 $1.8M 0.54% NEW $103.88 +2.5%
35 ASML ASML HLDG NV Technology 896.0 $1.8M 0.54% NEW $1989.44 -16.3%
36 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,846.0 $1.8M 0.54% NEW $965.00 -15.4%
37 HWM HOWMET AEROSPACE INC Industrials 6,574.0 $1.8M 0.53% NEW $268.86 -5.2%
38 NEM NEWMONT CORP Basic Materials 18,821.0 $1.8M 0.53% NEW $93.40 +31.3%
39 LRCX LAM RESEARCH CORP Technology 4,036.0 $1.7M 0.53% NEW $433.33 -33.0%
40 MU MICRON TECHNOLOGY INC Technology 1,484.0 $1.7M 0.52% NEW $1154.34 -19.1%
Page 2 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%