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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 3 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLW CORNING INC Technology 6,672.0 $1.7M 0.51% NEW $255.43 -43.0%
42 RSP INVESCO EXCHANGE TRADED FD T 7,978.0 $1.7M 0.51% NEW $212.78 +2.3%
43 CARY ANGEL OAK FUNDS TRUST 80,379.0 $1.7M 0.50% NEW $20.78 -1.0%
44 VSAT VIASAT INC Technology 18,558.0 $1.7M 0.50% NEW $89.81 -26.2%
45 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 23,754.0 $1.7M 0.50% NEW $69.74 -15.2%
46 RTX RTX CORPORATION Industrials 8,686.0 $1.6M 0.50% NEW $189.73 +8.1%
47 JBL JABIL INC Technology 4,183.0 $1.6M 0.49% NEW $385.48 -22.4%
48 GOOG ALPHABET INC 4,434.0 $1.6M 0.47% NEW $353.31
49 UBS UBS GROUP AG Financial Services 31,602.0 $1.6M 0.47% NEW $49.56 +9.2%
50 HPE HEWLETT PACKARD ENTERPRISE C Technology 34,632.0 $1.6M 0.47% NEW $45.11 +12.7%
51 RKLB ROCKET LAB CORP Industrials 15,325.0 $1.6M 0.47% NEW $101.65 -38.5%
52 JNJ JOHNSON & JOHNSON Healthcare 6,006.0 $1.5M 0.46% NEW $253.98 +6.8%
53 GM GENERAL MTRS CO Consumer Cyclical 19,711.0 $1.5M 0.46% NEW $77.08 +11.1%
54 BE BLOOM ENERGY CORP Industrials 4,923.0 $1.5M 0.45% NEW $302.70 -29.4%
55 DINO HF SINCLAIR CORP Energy 20,597.0 $1.4M 0.43% NEW $69.65 +49.3%
56 TFLO ISHARES TR 28,323.0 $1.4M 0.43% NEW $50.63 -0.2%
57 KLIC KULICKE & SOFFA INDS INC Technology 10,681.0 $1.4M 0.43% NEW $133.76 -41.7%
58 ALB ALBEMARLE CORP Basic Materials 10,448.0 $1.4M 0.42% NEW $135.03 +0.4%
59 CMI CUMMINS INC Industrials 1,975.0 $1.4M 0.42% NEW $713.21 -22.7%
60 PWR QUANTA SVCS INC Industrials 1,934.0 $1.4M 0.42% NEW $720.04 -15.1%
Page 3 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%