Institutional Fund
Legacy Capital Group California, Inc.
Los Gatos, CACIK 19770925 filings on record
Portfolio Value
$262.77M
Q1 2026
Holdings
277
Reported positions
New Buys
39
Opened this quarter
QoQ Change
-36.3%
from $412.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc11.2%
- Spdr Series Trust3.2%
- Spdr Series Trust1.9%
- Spdr Series Trust1.8%
- Victory Portfolios II1.6%
- Pimco ETF Tr1.6%
- Other78.6%
Portfolio Holdings
277 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 116.4K | $29.53M | 11.2% | −10.3K | Reduced |
| 2 | Spdr Series Trust | 92.8K | $8.50M | 3.2% | +6.8K | Added |
| 3 | Spdr Series Trust | 63.6K | $4.87M | 1.9% | −7.7K | Reduced |
| 4 | Spdr Series Trust | 61.5K | $4.86M | 1.8% | −7.5K | Reduced |
| 5 | Victory Portfolios II | 108.1K | $4.27M | 1.6% | +2.3K | Added |
| 6 | Pimco ETF Tr | 43.5K | $4.17M | 1.6% | −2.2K | Reduced |
| 7 | Pimco ETF Tr | 145.9K | $3.82M | 1.5% | −17.4K | Reduced |
| 8 | T Rowe Price ETF Inc | 87.8K | $3.22M | 1.2% | +52.8K | Added |
| 9 | Alphabet Inc | 10.2K | $2.93M | 1.1% | −3.7K | Reduced |
| 10 | Spdr Series Trust | 89.5K | $2.76M | 1.0% | −9.5K | Reduced |
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