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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 8 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TGT TARGET CORP Consumer Defensive 5,341.0 $698K 0.21% NEW $130.61 +25.4%
142 KEY KEYCORP Financial Services 30,057.0 $693K 0.21% NEW $23.05 -8.0%
143 USB US BANCORP Financial Services 11,446.0 $691K 0.21% NEW $60.40 +1.3%
144 TOTALENERGIES SE 8,862.0 $689K 0.21% NEW $77.76
145 NOW SERVICENOW INC Technology 6,926.0 $688K 0.21% NEW $99.28 +43.9%
146 CW CURTISS WRIGHT CORP Industrials 902.0 $684K 0.21% NEW $757.76 -23.7%
147 VZ VERIZON COMMUNICATIONS INC Communication Services 16,140.0 $683K 0.21% NEW $42.34 +18.8%
148 ROIV ROIVANT SCIENCES LTD Healthcare 18,999.0 $672K 0.20% NEW $35.39 -2.5%
149 IEMG ISHARES INC 8,070.0 $668K 0.20% NEW $82.84 -1.7%
150 GREK GLOBAL X FDS 8,792.0 $664K 0.20% NEW $75.50 +11.3%
151 UPS UNITED PARCEL SVCS INC Industrials 6,155.0 $662K 0.20% NEW $107.50 -4.5%
152 SIDUS SPACE INC 235,392.0 $661K 0.20% NEW $2.81
153 DOC HEALTHPEAK PROPERTIES INC Real Estate 30,670.0 $656K 0.20% NEW $21.40 -2.7%
154 HRL HORMEL FOODS CORP Consumer Defensive 26,335.0 $654K 0.20% NEW $24.82 -11.4%
155 AER AERCAP HOLDINGS NV Industrials 4,478.0 $653K 0.20% NEW $145.78 -1.1%
156 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 37,883.0 $652K 0.20% NEW $17.20 -3.6%
157 UNILEVER PLC 10,687.0 $643K 0.19% NEW $60.12
158 TFC TRUIST FINL CORP Financial Services 12,817.0 $639K 0.19% NEW $49.82 -0.8%
159 CBOE CBOE GLOBAL MKTS INC Financial Services 2,616.0 $635K 0.19% NEW $242.71 +26.7%
160 TEL TE CONNECTIVITY PLC Technology 3,149.0 $635K 0.19% NEW $201.59 +3.2%
Page 8 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%