Legacy Capital Group California, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Legacy Capital Group California, Inc. reported 297 stock positions worth $331.5 million. Its top holding was Apple (AAPL) at 10.1% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 3.5%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 2.4%). Compared with Q1 2026, it opened 54 new positions, sold out of 34, added to 100 and reduced 138. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +610%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS GATOS, CA
- CIK
- 0001977092
- Portfolio Value
- $331.5M (Q2 2026)
- SEC Filing
- 0001765380-26-000239 ↗ filed Jul 29, 2026
Holdings Value
Holdings 297 stocks · $331.5M
| AAPL Apple Inc. | 10.12% | 115,979 | $33.6M | Reduce -0.3% |
| JPST JPMorgan Ultra-Short Income | 3.49% | 228,759 | $11.6M | Add +609.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.36% | 85,499 | $7.8M | Reduce -7.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.57% | 59,104 | $5.2M | Reduce -7.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.56% | 56,993 | $5.2M | Reduce -7.3% |
| GOOGL Alphabet Inc. Class A | 1.46% | 13,572 | $4.9M | Add +33.3% |
| LDUR PIMCO Enhanced Low Duration | 1.35% | 46,974 | $4.5M | Add +8.0% |
| VFLO Victoryshares Free Cash Flow | 1.34% | 97,216 | $4.4M | Reduce -10.1% |
| NVDA Nvidia Corp. | 1.32% | 21,913 | $4.4M | Add +39.6% |
| PYLD PIMCO Multisector Bond Actv | 1.26% | 157,121 | $4.2M | Add +7.7% |
| IBRX Immunitybio Inc. | 1.18% | 446,000 | $3.9M | New |
| TMSL T.rowe PRC Small-Mid Cap ETF | 1.11% | 84,145 | $3.7M | Reduce -4.2% |
| EEM iShares MSCI Emerging Market | 0.98% | 47,529 | $3.3M | Add +47.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.94% | 6,552 | $3.1M | Add +4.9% |
| ROE Ast US Eq WGT QLTY Kings ETF | 0.83% | 64,325 | $2.7M | Reduce -12.9% |
| CAT Caterpillar Inc. | 0.81% | 2,532 | $2.7M | Add +122.9% |
| MRK Merck & Co. Inc. | 0.76% | 19,689 | $2.5M | Add +84.3% |
| GS Goldman Sachs Group Inc. | 0.75% | 2,472 | $2.5M | Add +95.1% |
| MSFT Microsoft Corp. | 0.75% | 6,678 | $2.5M | Reduce -2.0% |
| CAH Cardinal Health Inc. | 0.73% | 10,131 | $2.4M | Add +2.9% |
| XLK SS Technology Select Sector | 0.70% | 12,120 | $2.3M | Reduce -16.1% |
| C Citigroup Inc. | 0.67% | 15,985 | $2.2M | Reduce -20.4% |
| JPM JPMorgan Chase & Co. | 0.65% | 6,630 | $2.2M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 0.65% | 9,105 | $2.2M | Add +80.7% |
| CVS CVS Health Corp. | 0.62% | 19,811 | $2.0M | Reduce -2.2% |
| CFG Citizens Financial Group | 0.60% | 28,514 | $2.0M | Add +120.3% |
| BNY Bank of New York Mellon Corp. | 0.59% | 13,511 | $2.0M | Add +170.4% |
| GD General Dynamics Corp. | 0.58% | 5,420 | $1.9M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.57% | 16,223 | $1.9M | Reduce -2.9% |
| EZU iShares MSCI Eurozone ETF | 0.57% | 27,271 | $1.9M | Add +12.1% |
| ALL Allstate Corp. | 0.56% | 7,851 | $1.9M | Reduce -2.8% |
| NBIS Nebius Group NV | 0.56% | 6,691 | $1.8M | New |
| GEV GE Vernova Inc. | 0.55% | 1,553 | $1.8M | Add +299.2% |
| EFA iShares MSCI Eafe ETF | 0.54% | 17,174 | $1.8M | Add +13.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.54% | 896 | $1.8M | Add +118.5% |
| STX Seagate Technology Holdings | 0.54% | 1,846 | $1.8M | Reduce -33.3% |
| HWM Howmet Aerospace Inc. | 0.53% | 6,574 | $1.8M | Reduce -3.4% |
| NEM Newmont Corp. | 0.53% | 18,821 | $1.8M | Add +0.6% |
| LRCX Lam Research Corp. | 0.53% | 4,036 | $1.7M | Reduce -20.4% |
| MU Micron Technology Inc. | 0.52% | 1,484 | $1.7M | Reduce -54.5% |
| GLW Corning Inc. | 0.51% | 6,672 | $1.7M | Reduce -20.7% |
| RSP Invesco S&P 500 Equal Weight | 0.51% | 7,978 | $1.7M | New |
| CARY Angel Oak Income ETF | 0.50% | 80,379 | $1.7M | Add +8.1% |
| VSAT Viasat Inc. | 0.50% | 18,558 | $1.7M | New |
| BTSG Brightspring Health Services | 0.50% | 23,754 | $1.7M | New |
| RTX RTX Corp. | 0.50% | 8,686 | $1.6M | Reduce -3.0% |
| JBL Jabil Inc. | 0.49% | 4,183 | $1.6M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.47% | 4,434 | $1.6M | Reduce -3.1% |
| UBS UBS Group AG-Reg | 0.47% | 31,602 | $1.6M | Reduce -0.6% |
| HPE Hewlett Packard Enterprise | 0.47% | 34,632 | $1.6M | Reduce -2.6% |
| RKLB Rocket Lab Corp. | 0.47% | 15,325 | $1.6M | New |
| JNJ Johnson & Johnson | 0.46% | 6,006 | $1.5M | Add +0.8% |
| GM General Motors Co. | 0.46% | 19,711 | $1.5M | Add +0.1% |
| BE Bloom Energy Corp. Class A | 0.45% | 4,923 | $1.5M | New |
| DINO HF Sinclair Corp. | 0.43% | 20,597 | $1.4M | Reduce -2.2% |
| TFLO iShares Treasury Floating Ra | 0.43% | 28,323 | $1.4M | New |
| KLIC Kulicke & Soffa Industries | 0.43% | 10,681 | $1.4M | Reduce -22.6% |
| ALB Albemarle Corp. | 0.43% | 10,448 | $1.4M | Add +132.7% |
| CMI Cummins Inc. | 0.42% | 1,975 | $1.4M | Reduce -2.0% |
| PWR Quanta Services Inc. | 0.42% | 1,934 | $1.4M | New |
| COHR Coherent Corp. | 0.42% | 3,519 | $1.4M | New |
| EWI iShares MSCI Italy ETF | 0.41% | 22,999 | $1.4M | Add +2.0% |
| VIAV Viavi Solutions Inc. | 0.41% | 28,269 | $1.3M | New |
| FN Fabrinet | 0.41% | 2,398 | $1.3M | Add +233.5% |
| TSEM Tower Semiconductor Ltd. | 0.41% | 5,169 | $1.3M | New |
| AVGO Broadcom Inc. | 0.40% | 3,535 | $1.3M | Reduce -0.8% |
| EIS iShares MSCI Israel ETF | 0.40% | 10,997 | $1.3M | Add +0.2% |
| APH Amphenol Corp. Class A | 0.39% | 7,280 | $1.3M | Add +83.0% |
| XLI SS Industrial Select Sector | 0.38% | 6,860 | $1.3M | Add +43.9% |
| APD Air Products & Chemicals Inc. | 0.37% | 4,223 | $1.2M | Reduce -0.3% |
| EWU iShares MSCI United Kingdom | 0.37% | 26,573 | $1.2M | Add +2.7% |
| INTU Intuit Inc. | 0.37% | 4,659 | $1.2M | Add +110.8% |
| HIMS Hims & Hers Health Inc. | 0.36% | 34,704 | $1.2M | New |
| KLAC KLA Corp. | 0.36% | 3,948 | $1.2M | Reduce -5.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 12,347 | $1.2M | Reduce -2.0% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.36% | 38,449 | $1.2M | Reduce -57.1% |
| TPR Tapestry Inc. | 0.36% | 8,074 | $1.2M | Reduce -0.9% |
| EWD iShares MSCI Sweden ETF | 0.35% | 23,224 | $1.2M | Add +3.0% |
| IYY iShares Dow Jones U.S. ETF | 0.35% | 6,354 | $1.2M | Add +0.2% |
| LASR Nlight Inc. | 0.35% | 16,617 | $1.2M | New |
| BCS Barclays PLC-Spons ADR | 0.34% | 42,007 | $1.1M | Add +0.8% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.34% | 36,633 | $1.1M | Reduce -5.6% |
| FIX Comfort Systems USA Inc. | 0.34% | 564 | $1.1M | Reduce -6.5% |
| FSK FS KKR Capital Corp. | 0.34% | 105,870 | $1.1M | Reduce -17.7% |
| NTR Nutrien Ltd. | 0.33% | 17,541 | $1.1M | Reduce -0.9% |
| FITB Fifth Third Bancorp | 0.33% | 19,449 | $1.1M | Reduce -2.2% |
| PL Planet Labs PBC | 0.33% | 32,647 | $1.1M | New |
| QCOM Qualcomm Inc. | 0.33% | 5,851 | $1.1M | Reduce -46.8% |
| CCJ Cameco Corp. | 0.33% | 10,604 | $1.1M | Add +54.7% |
| ADM Archer-Daniels-Midland Co. | 0.33% | 14,110 | $1.1M | Reduce -2.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.32% | 2,118 | $1.1M | Reduce -2.8% |
| WOLF Wolfspeed Inc. | 0.31% | 21,415 | $1.0M | New |
| ROST Ross Stores Inc. | 0.31% | 4,842 | $1.0M | New |
| BAC Bank of America Corp. | 0.31% | 17,863 | $1.0M | Reduce -36.6% |
| META Meta Platforms Inc. Class A | 0.31% | 1,804 | $1.0M | Reduce -31.8% |
| LUNR Intuitive Machines Inc. | 0.30% | 47,264 | $1.0M | New |
| CTA Simplify Managed Futures St | 0.30% | 38,528 | $999K | Add +7.5% |
| XLF SS Financial Select Sector | 0.30% | 18,470 | $990K | Add +41.5% |
| EQT Eqt Corp. | 0.29% | 18,205 | $968K | Add +13.5% |
| BKNG Booking Holdings Inc. | 0.29% | 5,415 | $965K | New |
Options reported separately and not counted above: GLD calls ($184K), SLV calls ($53K).
Portfolio Sells Q1 2026 → Q2 2026
| AAPL Apple Inc. | Reduce -0.3% | 10.12% | −1.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -7.8% | 2.36% | −0.87 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -57.1% | 0.36% | −0.69 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.43 |
| EWS iShares MSCI Singapore ETF | Sold out | 0.00% | −0.43 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.37 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.36 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.34 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.33 |
| ACN Accenture PLC Class A | Reduce -51.2% | 0.10% | −0.30 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -7.3% | 1.56% | −0.29 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -7.1% | 1.57% | −0.29 |
| VFLO Victoryshares Free Cash Flow | Reduce -10.1% | 1.34% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -31.8% | 0.31% | −0.27 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.23 |
| CBOE Cboe Global Markets Inc. | Reduce -32.7% | 0.19% | −0.22 |
| BAC Bank of America Corp. | Reduce -36.6% | 0.31% | −0.22 |
| COR Cencora Inc. | Sold out | 0.00% | −0.21 |
| QCOM Qualcomm Inc. | Reduce -46.8% | 0.33% | −0.21 |
| MSFT Microsoft Corp. | Reduce -2.0% | 0.75% | −0.21 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.20 |
| UAE iShares MSCI Uae ETF | Sold out | 0.00% | −0.20 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -55.4% | 0.13% | −0.20 |
| C Citigroup Inc. | Reduce -20.4% | 0.67% | −0.19 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −0.19 |
| AXP American Express Co. | Sold out | 0.00% | −0.18 |
| NTR Nutrien Ltd. | Reduce -0.9% | 0.33% | −0.18 |
| IBM Intl Business Machines Corp. | Reduce -35.6% | 0.25% | −0.17 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.17 |
| ROE Ast US Eq WGT QLTY Kings ETF | Reduce -12.9% | 0.83% | −0.17 |
| ARGX Argenx SE - ADR | Sold out | 0.00% | −0.17 |
| RY Royal Bank of Canada | Reduce -57.0% | 0.13% | −0.17 |
| FSK FS KKR Capital Corp. | Reduce -17.7% | 0.34% | −0.16 |
| RTX RTX Corp. | Reduce -3.0% | 0.50% | −0.16 |
| DVN Devon Energy Corp. | Reduce -2.3% | 0.28% | −0.16 |
| CVX Chevron Corp. | Reduce -2.3% | 0.24% | −0.15 |
| GD General Dynamics Corp. | Reduce -2.7% | 0.58% | −0.15 |
| IVW iShares S&P 500 Growth ETF | Reduce -48.5% | 0.14% | −0.14 |
| PFE Pfizer Inc. | Reduce -2.2% | 0.27% | −0.14 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.14 |
| CRM Salesforce Inc. | Reduce -5.7% | 0.23% | −0.14 |
| MGA Magna International Inc. | Sold out | 0.00% | −0.14 |
| APA Apa Corp. | Reduce -3.7% | 0.18% | −0.13 |
| SM SM Energy Co. | Reduce -1.5% | 0.24% | −0.13 |
| ALV Autoliv Inc. | Sold out | 0.00% | −0.12 |
| VIRT Virtu Financial Inc. Class A | Sold out | 0.00% | −0.12 |
| VST Vistra Corp. | Sold out | 0.00% | −0.12 |
| XLE SS Energy Select Sector | Reduce -20.8% | 0.14% | −0.12 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.12 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.12 |
Portfolio Buys Q1 2026 → Q2 2026
| JPST JPMorgan Ultra-Short Income | Add +609.6% | 3.49% | +2.87 |
| IBRX Immunitybio Inc. | New | 1.18% | +1.18 |
| NBIS Nebius Group NV | New | 0.56% | +0.56 |
| RSP Invesco S&P 500 Equal Weight | New | 0.51% | +0.51 |
| CAT Caterpillar Inc. | Add +122.9% | 0.81% | +0.51 |
| VSAT Viasat Inc. | New | 0.50% | +0.50 |
| BTSG Brightspring Health Services | New | 0.50% | +0.50 |
| RKLB Rocket Lab Corp. | New | 0.47% | +0.47 |
| BE Bloom Energy Corp. Class A | New | 0.45% | +0.45 |
| TFLO iShares Treasury Floating Ra | New | 0.43% | +0.43 |
| GEV GE Vernova Inc. | Add +299.2% | 0.55% | +0.42 |
| PWR Quanta Services Inc. | New | 0.42% | +0.42 |
| COHR Coherent Corp. | New | 0.42% | +0.42 |
| VIAV Viavi Solutions Inc. | New | 0.41% | +0.41 |
| TSEM Tower Semiconductor Ltd. | New | 0.41% | +0.41 |
| BNY Bank of New York Mellon Corp. | Add +170.4% | 0.59% | +0.36 |
| HIMS Hims & Hers Health Inc. | New | 0.36% | +0.36 |
| LASR Nlight Inc. | New | 0.35% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +33.3% | 1.46% | +0.35 |
| GS Goldman Sachs Group Inc. | Add +95.1% | 0.75% | +0.35 |
| ASML ASML Holding NV-NY Reg SHS | Add +118.5% | 0.54% | +0.33 |
| PL Planet Labs PBC | New | 0.33% | +0.33 |
| WOLF Wolfspeed Inc. | New | 0.31% | +0.31 |
| ROST Ross Stores Inc. | New | 0.31% | +0.31 |
| CFG Citizens Financial Group | Add +120.3% | 0.60% | +0.31 |
| LUNR Intuitive Machines Inc. | New | 0.30% | +0.30 |
| BKNG Booking Holdings Inc. | New | 0.29% | +0.29 |
| EEM iShares MSCI Emerging Market | Add +47.8% | 0.98% | +0.29 |
| NVDA Nvidia Corp. | Add +39.6% | 1.32% | +0.28 |
| MRK Merck & Co. Inc. | Add +84.3% | 0.76% | +0.27 |
| FN Fabrinet | Add +233.5% | 0.41% | +0.26 |
| CIEN Ciena Corp. | New | 0.26% | +0.26 |
| AMZN Amazon.com Inc. | Add +80.7% | 0.65% | +0.26 |
| IREN Iren Ltd. | New | 0.23% | +0.23 |
| SIDU Sidus Space Inc. Class A | New | 0.20% | +0.20 |
| APH Amphenol Corp. Class A | Add +83.0% | 0.39% | +0.20 |
| FYX First Trust Small Cap Core A | New | 0.17% | +0.17 |
| ROK Rockwell Automation Inc. | New | 0.17% | +0.17 |
| EME Emcor Group Inc. | New | 0.16% | +0.16 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.16% | +0.16 |
| TEX Terex Corp. | New | 0.15% | +0.15 |
| DY Dycom Industries Inc. | New | 0.14% | +0.14 |
| DTH Wisdomtree International Hig | New | 0.14% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.9% | 0.94% | +0.14 |
| ACLS Axcelis Technologies Inc. | New | 0.14% | +0.14 |
| SWKS Skyworks Solutions Inc. | New | 0.13% | +0.13 |
| WDC Western Digital Corp. | New | 0.13% | +0.13 |
| SNX TD Synnex Corp. | New | 0.13% | +0.13 |
| OTTR Otter Tail Corp. | New | 0.12% | +0.12 |
| ALB Albemarle Corp. | Add +132.7% | 0.43% | +0.12 |
Options Activity Q1 2026 → Q2 2026
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 297 | $331.5M | AAPL, JPST, BIL, SPYM, SPTM |
| Q1 2026 | 277 | $262.8M | AAPL, BIL, SPYM, SPTM, VFLO |
| Q4 2025 | 336 | $412.7M | AAPL, NVDA, RBRK, JPST, BIL |
| Q3 2025 | 328 | $392.6M | AAPL, NVDA, RBRK, JPST, BIL |
| Q2 2025 | 327 | $361.0M | AAPL, NVDA, RBRK, JPST, BIL |
| Q1 2025 | 306 | $287.1M | AAPL, RBRK, JPST, NVDA, BIL |
| Q4 2024 | 331 | $328.0M | AAPL, JPST, NVDA, RBRK, BIL |
| Q3 2024 | 312 | $300.6M | AAPL, JPST, MSFT, BIL, FLRN |
| Q2 2024 | 307 | $277.3M | AAPL, JPST, MSFT, BIL, JAAA |
| Q1 2024 | 300 | $271.0M | AAPL, JPST, MSFT, JAAA, FLRN |