Legacy Capital Group California, Inc. Top Holdings and 13F Report (2026) About Legacy Capital Group California, Inc.Investment ActivityLegacy Capital Group California, Inc. has $262.77 million in total holdings as of March 31, 2026.Legacy Capital Group California, Inc. owns shares of 277 different stocks, but just 143 companies or ETFs make up 80% of its holdings.Approximately 12.00% of the portfolio was purchased this quarter.About 67.22% of the portfolio was sold this quarter.This quarter, Legacy Capital Group California, Inc. has purchased 336 new stocks and bought additional shares in 38 stocks.Legacy Capital Group California, Inc. sold shares of 197 stocks and completely divested from 98 stocks this quarter.Largest Holdings Apple $29,533,426SPDR Bloomberg 1-3 Month T-Bill ETF $8,502,268SPDR Portfolio S&P 500 ETF $4,869,079SPDR Portfolio S&P 1500 Composite Stock Market ETF $4,858,667VictoryShares Free Cash Flow ETF $4,267,071 Largest New Holdings this Quarter 573874104 - Marvell Technology $1,135,509 Holding82889N699 - Simplify Managed Futures Strategy ETF $1,083,097 Holding78454L100 - SM Energy $973,970 Holding256677105 - Dollar General $952,096 Holding192446102 - Cognizant Technology Solutions $864,422 Holding Largest Purchases this Quarter T. Rowe Price Small-Mid Cap ETF 52,832 shares (about $1.94M)Marvell Technology 11,464 shares (about $1.14M)Simplify Managed Futures Strategy ETF 35,840 shares (about $1.08M)SM Energy 31,237 shares (about $973.97K)Dollar General 8,019 shares (about $952.10K) Largest Sales this Quarter NVIDIA 86,289 shares (about $15.05M)JPMorgan Ultra-Short Income ETF 203,285 shares (about $10.29M)Advanced Micro Devices 30,007 shares (about $6.10M)Janus Henderson AAA CLO ETF 72,276 shares (about $3.64M)Apple 10,339 shares (about $2.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Capital Group California, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$29,533,426$2,623,924 ▼-8.2%116,37011.2%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$8,502,268$619,120 ▲7.9%92,7793.2%ETFSPLGSPDR Portfolio S&P 500 ETF$4,869,079$587,213 ▼-10.8%63,6151.9%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$4,858,667$593,112 ▼-10.9%61,4551.8%ETFVFLOVictoryShares Free Cash Flow ETF$4,267,071$89,896 ▲2.2%108,0821.6%ETFLDURPIMCO Low Duration Exchange-Traded Fund$4,167,497$208,887 ▼-4.8%43,4931.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$3,822,166$456,431 ▼-10.7%145,8841.5%ETFTMSLT. Rowe Price Small-Mid Cap ETF$3,220,044$1,937,358 ▲151.0%87,8111.2%ETFGOOGLAlphabet$2,928,831$1,070,885 ▼-26.8%10,1851.1%Computer and TechnologyFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$2,756,202$292,072 ▼-9.6%89,5451.0%ETFNVDANVIDIA$2,738,436$15,048,841 ▼-84.6%15,7021.0%Computer and TechnologyEA SERIES TRUST$2,617,459$335,061 ▼-11.3%73,8771.0%ASTORIA US EQUALMSFTMicrosoft$2,523,188$1,153,870 ▼-31.4%6,8161.0%Computer and TechnologyCCitigroup$2,278,680$597,343 ▼-20.8%20,0920.9%Financial ServicesTSMTaiwan Semiconductor Manufacturing$2,110,836$621,152 ▲41.7%6,2460.8%Computer and TechnologyCAHCardinal Health$2,081,466$271,964 ▼-11.6%9,8500.8%MedicalNEMNewmont$2,025,839$353,661 ▼-14.9%18,7140.8%Basic MaterialsJPMJPMorgan Chase & Co.$1,991,757$2,035,293 ▼-50.5%6,7710.8%FinanceXLKTechnology Select Sector SPDR Fund$1,918,818$9,170 ▼-0.5%14,4380.7%ETFGDGeneral Dynamics$1,912,534$481,566 ▼-20.1%5,5720.7%AerospaceEEMiShares MSCI Emerging Markets ETF$1,825,833$895,567 ▲96.3%32,1510.7%FinanceRTXRTX$1,727,505$409,933 ▲31.1%8,9550.7%AerospaceALLAllstate$1,674,063$112,793 ▲7.2%8,0740.6%FinanceJPSTJPMorgan Ultra-Short Income ETF$1,631,464$10,288,254 ▼-86.3%32,2360.6%ETFHWMHowmet Aerospace$1,568,523$263,187 ▼-14.4%6,8060.6%AerospaceANGEL OAK FUNDS TRUST$1,543,977$167,989 ▼-9.8%74,3270.6%INCOME ETFEZUiShares MSCI Eurozone ETF$1,523,280$32,260 ▼-2.1%24,3180.6%ETFMETAMeta Platforms$1,512,838$980,141 ▼-39.3%2,6440.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,467,052$294,498 ▼-16.7%15,1040.6%FinanceGMGeneral Motors$1,467,045$97,743 ▼-6.2%19,6920.6%Auto/Tires/TrucksJNJJohnson & Johnson$1,456,924$951,645 ▼-39.5%5,9600.6%MedicalCVSCVS Health$1,455,073$395,728 ▲37.4%20,2600.6%MedicalQCOMQualcomm$1,415,940$101,221 ▼-6.7%10,9950.5%Computer and TechnologyBACBank of America$1,373,156$471,905 ▼-25.6%28,1670.5%FinanceNTRNutrien$1,336,019$496,225 ▲59.1%17,7050.5%Basic MaterialsDINOHF Sinclair$1,314,370$410,027 ▼-23.8%21,0670.5%EnergyGOOGAlphabet$1,312,880$825,534 ▼-38.6%4,5770.5%Computer and TechnologyFSKFS KKR Capital$1,310,051$1,882,542 ▼-59.0%128,6890.5%FinanceCSCOCisco Systems$1,296,791$504,424 ▼-28.0%16,7130.5%Computer and TechnologyMRKMerck & Co., Inc.$1,285,178$2,059,485 ▼-61.6%10,6840.5%MedicalEISiShares MSCI Israel ETF$1,274,003$80,184 ▼-5.9%10,9790.5%ETFUBSUBS Group$1,242,504$299,628 ▼-19.4%31,8020.5%FinanceAPDAir Products and Chemicals$1,230,225$158,608 ▲14.8%4,2350.5%Basic MaterialsDISWalt Disney$1,214,099$1,036,278 ▼-46.0%12,5970.5%Consumer DiscretionaryEWIiShares MSCI Italy ETF$1,204,087$71,102 ▼-5.6%22,5400.5%ETFEWUiShares MSCI United Kingdom ETF$1,178,774$62,281 ▼-5.0%25,8730.4%ETFDBMFiMGP DBi Managed Futures Strategy ETF$1,170,397$148,911 ▼-11.3%38,8190.4%ETFDVNDevon Energy$1,155,649$462,491 ▲66.7%22,9660.4%EnergyTPRTapestry$1,149,482$306,209 ▼-21.0%8,1460.4%Retail/WholesaleGLWCorning$1,143,372$1,325,164 ▼-53.7%8,4090.4%Computer and TechnologyMRVLMarvell Technology$1,135,509$1,135,509 ▲New Holding11,4640.4%Computer and TechnologyJBLJabil$1,135,303$124,315 ▼-9.9%4,2740.4%Computer and TechnologyEWSiShares MSCI Singapore ETF$1,132,243$45,491 ▼-3.9%40,1220.4%ETFIBMInternational Business Machines$1,125,174$1,853,556 ▼-62.2%4,6420.4%Computer and TechnologyAVGOBroadcom$1,102,784$316,938 ▲40.3%3,5630.4%Computer and TechnologyMUMicron Technology$1,102,384$999,680 ▼-47.6%3,2630.4%Computer and TechnologyEWDiShares MSCI Sweden ETF$1,099,026$53,202 ▼-4.6%22,5580.4%FinanceCBOECboe Global Markets$1,092,873$158,534 ▼-12.7%3,8880.4%Financial ServicesCMICummins$1,084,648$362,625 ▼-25.1%2,0160.4%Auto/Tires/TrucksSTXSeagate Technology$1,083,608$1,112,990 ▼-50.7%2,7660.4%Computer and TechnologyCTASimplify Managed Futures Strategy ETF$1,083,097$1,083,097 ▲New Holding35,8400.4%ETFLAM RESEARCH CORP$1,083,043$817,677 ▼-43.0%5,0690.4%COM NEWPFEPfizer$1,081,614$402,022 ▲59.2%38,5190.4%MedicalGSThe Goldman Sachs Group$1,071,869$2,391,613 ▼-69.1%1,2670.4%FinanceAMZNAmazon.com$1,049,516$1,229,469 ▼-53.9%5,0390.4%Retail/WholesaleADMArcher Daniels Midland$1,046,736$296,066 ▼-22.0%14,4000.4%Consumer StaplesACNAccenture$1,046,185$670,225 ▼-39.0%5,2760.4%Computer and TechnologyCVXChevron$1,031,034$194,909 ▼-15.9%4,9830.4%EnergyEQTEQT$1,020,679$146,948 ▼-12.6%16,0380.4%EnergyIYYiShares Dow Jones U.S. ETF$1,004,803$2,218 ▲0.2%6,3410.4%ETFSMSM Energy$973,970$973,970 ▲New Holding31,2370.4%EnergyVRTXVertex Pharmaceuticals$973,457$143,786 ▼-12.9%2,1800.4%MedicalPDDPDD$962,842$646,901 ▲204.8%9,4230.4%Retail/WholesaleCRMSalesforce$961,003$56,003 ▲6.2%5,1480.4%Computer and TechnologyINTUIntuit$955,486$330,313 ▲52.8%2,2100.4%Computer and TechnologyDGDollar General$952,096$952,096 ▲New Holding8,0190.4%Retail/WholesalePALANTIR TECHNOLOGIES INC$948,772$1,189,403 ▼-55.6%6,4860.4%CL ABMYBristol Myers Squibb$936,330$312,595 ▼-25.0%15,4380.4%MedicalMDTMedtronic$924,469$461,585 ▼-33.3%10,6690.4%MedicalFITBFifth Third Bancorp$924,093$494,847 ▲115.3%19,8900.4%FinanceAMDAdvanced Micro Devices$907,705$6,104,326 ▼-87.1%4,4620.3%Computer and TechnologyKLICKulicke and Soffa Industries$906,936$102,063 ▼-10.1%13,8000.3%Computer and TechnologySYKStryker$890,150$398,251 ▲81.0%2,7090.3%MedicalBCSBarclays$881,399$167,524 ▼-16.0%41,6540.3%FinanceJAAAJanus Henderson AAA CLO ETF$873,520$3,640,557 ▼-80.6%17,3420.3%ETFCTSHCognizant Technology Solutions$864,422$864,422 ▲New Holding14,0900.3%Computer and TechnologyHSBCHSBC$864,165$157,391 ▼-15.4%10,4760.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$854,582$5,360 ▲0.6%8,6090.3%FinanceHPEHewlett Packard Enterprise$846,279$94,978 ▼-10.1%35,5430.3%Computer and TechnologyAMGNAmgen$842,681$279,369 ▼-24.9%2,3950.3%MedicalBRK.BBerkshire Hathaway$842,321$501,655 ▼-37.3%1,7580.3%FinanceFIXComfort Systems USA$831,541$831,541 ▲New Holding6030.3%ConstructionVODVodafone Group$831,087$147,346 ▼-15.1%55,3320.3%Computer and TechnologyGLDSPDR Gold Shares$830,009$380,797 ▼-31.4%1,9290.3%FinanceAPAAPA$829,702$829,702 ▲New Holding19,5500.3%EnergyHLTHilton Worldwide$826,489$121,024 ▼-12.8%2,7180.3%Consumer DiscretionaryTOTALENERGIES SE$818,547$90,525 ▼-10.0%8,9970.3%ACTABTAbbott Laboratories$809,348$195,997 ▲32.0%7,8830.3%MedicalALBAlbemarle$806,090$285,453 ▼-26.2%4,4900.3%Basic MaterialsCATCaterpillar$804,811$646,116 ▼-44.5%1,1360.3%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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