Legacy Capital Group California, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Legacy Capital Group California, Inc. reported 328 stock positions worth $392.6 million. Its top holding was Apple (AAPL) at 8.3% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Rubrik Class A (RBRK, 3.8%). Compared with Q2 2025, it opened 30 new positions, sold out of 29, added to 165 and reduced 122. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- LOS GATOS, CA
- CIK
- 0001977092
- Portfolio Value
- $392.6M (Q3 2025)
- SEC Filing
- 0001765380-25-000482 ↗ filed Nov 12, 2025
Holdings Value
Holdings 328 stocks · $392.6M
| AAPL Apple Inc. | 8.28% | 127,693 | $32.5M | Add +1.2% |
| NVDA Nvidia Corp. | 5.14% | 108,180 | $20.2M | Add +3.0% |
| RBRK Rubrik Inc. Class A | 3.79% | 181,117 | $14.9M | No change |
| JPST JPMorgan Ultra-Short Income | 2.89% | 223,826 | $11.4M | Reduce -29.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.97% | 84,188 | $7.7M | Reduce -3.9% |
| MSFT Microsoft Corp. | 1.70% | 12,890 | $6.7M | Add +11.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.48% | 74,207 | $5.8M | Reduce -1.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.47% | 71,781 | $5.8M | Reduce -1.3% |
| JAAA Janus Henderson Aaa Clo ETF | 1.20% | 92,759 | $4.7M | Reduce -0.1% |
| PYLD PIMCO Multisector Bond Actv | 1.17% | 170,479 | $4.6M | Reduce -0.7% |
| LDUR PIMCO Enhanced Low Duration | 1.15% | 46,982 | $4.5M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 1.11% | 13,804 | $4.4M | Reduce -7.2% |
| OKLO Oklo Inc. | 1.10% | 38,734 | $4.3M | Reduce -1.3% |
| VFLO Victoryshares Free Cash Flow | 1.05% | 109,607 | $4.1M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.91% | 12,614 | $3.6M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 0.87% | 13,980 | $3.4M | Reduce -17.3% |
| GS Goldman Sachs Group Inc. | 0.84% | 4,122 | $3.3M | Add +9.9% |
| CEG Constellation Energy | 0.81% | 9,620 | $3.2M | Add +1.8% |
| FSK FS KKR Capital Corp. | 0.80% | 210,751 | $3.1M | Add +5.8% |
| HOOD Robinhood Markets Inc. Class A | 0.79% | 21,642 | $3.1M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.76% | 26,213 | $3.0M | Add +12.0% |
| ROE Ast US Eq WGT QLTY Kings ETF | 0.76% | 86,643 | $3.0M | Reduce -1.2% |
| SHOP Shopify Inc. Class A | 0.65% | 17,174 | $2.6M | Add +34.8% |
| C Citigroup Inc. | 0.65% | 25,141 | $2.6M | Add +0.2% |
| SPOT Spotify Technology SA | 0.64% | 3,596 | $2.5M | Reduce -7.7% |
| AMZN Amazon.com Inc. | 0.62% | 11,064 | $2.4M | Reduce -1.3% |
| NEM Newmont Corp. | 0.58% | 27,043 | $2.3M | Add +19.1% |
| XLK SS Technology Select Sector | 0.54% | 7,556 | $2.1M | Reduce -0.6% |
| CELH Celsius Holdings Inc. | 0.54% | 36,837 | $2.1M | Reduce -1.2% |
| ACN Accenture PLC Class A | 0.53% | 8,466 | $2.1M | Add +562.4% |
| CMDT PIMCO Commodity Active Strat | 0.53% | 75,847 | $2.1M | New |
| META Meta Platforms Inc. Class A | 0.50% | 2,692 | $2.0M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.49% | 7,966 | $1.9M | Reduce -4.9% |
| CAH Cardinal Health Inc. | 0.49% | 12,353 | $1.9M | Add +223.6% |
| QCOM Qualcomm Inc. | 0.49% | 11,646 | $1.9M | Add +9.5% |
| APPS Digital Turbine Inc. | 0.49% | 301,840 | $1.9M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.49% | 22,808 | $1.9M | Add +0.0% |
| AXON Axon Enterprise Inc. | 0.48% | 2,610 | $1.9M | Reduce -0.3% |
| COF Capital One Financial Corp. | 0.46% | 8,510 | $1.8M | Reduce -0.6% |
| CARY Angel Oak Income ETF | 0.45% | 84,832 | $1.8M | Reduce -0.8% |
| PWR Quanta Services Inc. | 0.45% | 4,237 | $1.8M | Reduce -1.1% |
| GE General Electric filed as GE AEROSPACE | 0.45% | 5,822 | $1.8M | Reduce -1.2% |
| TSLA Tesla Inc. | 0.45% | 3,937 | $1.8M | Add +73.1% |
| CVNA Carvana Co. | 0.43% | 4,494 | $1.7M | Reduce -1.2% |
| MU Micron Technology Inc. | 0.43% | 10,124 | $1.7M | Add +238.6% |
| ORCL Oracle Corp. | 0.43% | 6,002 | $1.7M | Reduce -12.0% |
| THC Tenet Healthcare Corp. | 0.42% | 8,201 | $1.7M | Reduce -0.9% |
| WMT Walmart Inc. | 0.42% | 15,924 | $1.6M | Add +0.4% |
| UBS UBS Group AG-Reg | 0.41% | 39,232 | $1.6M | Add +1.4% |
| ALL Allstate Corp. | 0.41% | 7,480 | $1.6M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.41% | 23,299 | $1.6M | Add +51.5% |
| JNJ Johnson & Johnson | 0.40% | 8,416 | $1.6M | Reduce -38.3% |
| HWM Howmet Aerospace Inc. | 0.40% | 7,921 | $1.6M | Add +1.6% |
| LOPE Grand Canyon Education Inc. | 0.39% | 6,932 | $1.5M | Reduce -1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.38% | 3,070 | $1.5M | Reduce -1.1% |
| EZU iShares MSCI Eurozone ETF | 0.38% | 24,236 | $1.5M | Add +10.2% |
| STX Seagate Technology Holdings | 0.38% | 6,325 | $1.5M | Reduce -27.9% |
| UBER Uber Technologies Inc. | 0.38% | 15,223 | $1.5M | Reduce -1.1% |
| BA The Boeing Co. | 0.38% | 6,852 | $1.5M | Reduce -1.1% |
| MNST Monster Beverage Corp. | 0.37% | 21,755 | $1.5M | Reduce -1.1% |
| DINO HF Sinclair Corp. | 0.37% | 27,752 | $1.5M | Add +0.5% |
| LRCX Lam Research Corp. | 0.37% | 10,710 | $1.4M | Reduce -17.1% |
| GLW Corning Inc. | 0.36% | 17,235 | $1.4M | Reduce -33.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 2,781 | $1.4M | Reduce -13.8% |
| GD General Dynamics Corp. | 0.35% | 4,055 | $1.4M | Add +1.1% |
| AMD Advanced Micro Devices | 0.34% | 8,367 | $1.4M | Add +26.7% |
| MDT Medtronic PLC | 0.34% | 14,181 | $1.4M | Add +2.5% |
| NFLX Netflix Inc. | 0.33% | 1,096 | $1.3M | Reduce -11.5% |
| EWI iShares MSCI Italy ETF | 0.33% | 24,911 | $1.3M | Add +4.4% |
| CHWY Chewy Inc. Class A | 0.33% | 31,891 | $1.3M | Reduce -1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.33% | 4,612 | $1.3M | Reduce -22.0% |
| TMSL T.rowe PRC Small-Mid Cap ETF | 0.33% | 36,329 | $1.3M | Reduce -1.2% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.32% | 45,464 | $1.2M | Reduce -0.9% |
| VSAT Viasat Inc. | 0.32% | 42,353 | $1.2M | New |
| CAT Caterpillar Inc. | 0.31% | 2,512 | $1.2M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.30% | 12,744 | $1.2M | Add +8.3% |
| EWS iShares MSCI Singapore ETF | 0.30% | 41,832 | $1.2M | Add +5.2% |
| EWG iShares MSCI Germany ETF | 0.30% | 28,240 | $1.2M | Add +1.9% |
| TPR Tapestry Inc. | 0.30% | 10,350 | $1.2M | Reduce -27.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 22,641 | $1.2M | Reduce -42.8% |
| CTA Simplify Managed Futures St | 0.30% | 41,577 | $1.2M | Reduce -0.5% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.29% | 22,971 | $1.2M | Reduce -62.9% |
| XLF SS Financial Select Sector | 0.29% | 21,485 | $1.2M | Add +5.5% |
| RTX RTX Corp. | 0.29% | 6,914 | $1.2M | Reduce -3.2% |
| EWU iShares MSCI United Kingdom | 0.29% | 27,230 | $1.1M | Add +6.9% |
| CMI Cummins Inc. | 0.29% | 2,699 | $1.1M | Add +0.4% |
| CRM Salesforce Inc. | 0.29% | 4,748 | $1.1M | Add +43.9% |
| ADBE Adobe Inc. | 0.28% | 3,168 | $1.1M | Add +47.8% |
| CVS CVS Health Corp. | 0.28% | 14,809 | $1.1M | Add +0.6% |
| EWD iShares MSCI Sweden ETF | 0.28% | 23,607 | $1.1M | Add +7.1% |
| UL Unilever PLC | 0.28% | 18,515 | $1.1M | Reduce -14.8% |
| CBOE Cboe Global Markets Inc. | 0.27% | 4,355 | $1.1M | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.27% | 19,134 | $1.1M | Add +72.3% |
| EQT Eqt Corp. | 0.27% | 19,372 | $1.1M | New |
| NRG NRG Energy Inc. | 0.27% | 6,498 | $1.1M | Add +7.6% |
| UPST Upstart Holdings Inc. | 0.27% | 20,588 | $1.0M | Reduce -1.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.27% | 19,254 | $1.0M | Reduce -7.0% |
| JBL Jabil Inc. | 0.26% | 4,773 | $1.0M | Reduce -12.7% |
| BCS Barclays PLC-Spons ADR | 0.26% | 50,121 | $1.0M | Add +1.8% |
| ADM Archer-Daniels-Midland Co. | 0.26% | 17,226 | $1.0M | Add +0.5% |
Portfolio Sells Q2 2025 → Q3 2025
| JPST JPMorgan Ultra-Short Income | Reduce -29.2% | 2.89% | −1.55 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -62.9% | 0.29% | −0.57 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.37 |
| ROOT Root Inc./Oh Class A | Sold out | 0.00% | −0.36 |
| DUOL Duolingo | Sold out | 0.00% | −0.33 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -3.9% | 1.97% | −0.26 |
| BAC Bank of America Corp. | Reduce -42.8% | 0.30% | −0.22 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.22 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.20 |
| SPOT Spotify Technology SA | Reduce -7.7% | 0.64% | −0.19 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.18 |
| JNJ Johnson & Johnson | Reduce -38.3% | 0.40% | −0.18 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.14 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.14 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.13 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.13 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.13 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.13 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.13 |
| NFLX Netflix Inc. | Reduce -11.5% | 0.33% | −0.12 |
| BMY Bristol-Myers Squibb Co. | Reduce -27.4% | 0.23% | −0.12 |
| AXON Axon Enterprise Inc. | Reduce -0.3% | 0.48% | −0.12 |
| PLMR Palomar Holdings Inc. | Reduce -1.0% | 0.25% | −0.11 |
| BROS Dutch Bros Inc. Class A | Reduce -1.0% | 0.25% | −0.11 |
| UPST Upstart Holdings Inc. | Reduce -1.0% | 0.27% | −0.11 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.1% | 1.20% | −0.11 |
| LDUR PIMCO Enhanced Low Duration | Reduce -0.7% | 1.15% | −0.11 |
| ESAB Esab Corp. | Sold out | 0.00% | −0.10 |
| AFL Aflac Inc. | Reduce -33.7% | 0.19% | −0.10 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.10 |
| PYLD PIMCO Multisector Bond Actv | Reduce -0.7% | 1.17% | −0.10 |
| AVGO Broadcom Inc. | Reduce -36.4% | 0.21% | −0.09 |
| UL Unilever PLC | Reduce -14.8% | 0.28% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -7.2% | 1.11% | −0.09 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.08 |
| NOK Nokia Corp.-Spon ADR | Sold out | 0.00% | −0.08 |
| JOE The St Joe Co. | Sold out | 0.00% | −0.08 |
| ERIC Ericsson (lm) Tel-SP ADR | Sold out | 0.00% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.8% | 0.36% | −0.08 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.08 |
| REG Regency Centers Corp. | Sold out | 0.00% | −0.08 |
| TEL Te Connectivity PLC | Reduce -38.9% | 0.20% | −0.07 |
| GT Goodyear Tire & Rubber Co. | Sold out | 0.00% | −0.07 |
| ENVX Enovix Corp. | Sold out | 0.00% | −0.07 |
| JBL Jabil Inc. | Reduce -12.7% | 0.26% | −0.07 |
| IGOV iShares International Treasu | Sold out | 0.00% | −0.07 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 0.62% | −0.06 |
| PRI Primerica Inc. | Sold out | 0.00% | −0.06 |
| LEU Centrus Energy Corp. Class A | Sold out | 0.00% | −0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +1.2% | 8.28% | +1.11 |
| NVDA Nvidia Corp. | Add +3.0% | 5.14% | +0.55 |
| CMDT PIMCO Commodity Active Strat | New | 0.53% | +0.53 |
| ACN Accenture PLC Class A | Add +562.4% | 0.53% | +0.43 |
| MU Micron Technology Inc. | Add +238.6% | 0.43% | +0.33 |
| CAH Cardinal Health Inc. | Add +223.6% | 0.49% | +0.32 |
| VSAT Viasat Inc. | New | 0.32% | +0.32 |
| EQT Eqt Corp. | New | 0.27% | +0.27 |
| TRV The Travelers Cos Inc. | New | 0.25% | +0.25 |
| TSLA Tesla Inc. | Add +73.1% | 0.45% | +0.25 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.24% | +0.24 |
| SHOP Shopify Inc. Class A | Add +34.8% | 0.65% | +0.24 |
| WDAY Workday Inc. Class A | New | 0.24% | +0.24 |
| HUBS HubSpot Inc. | New | 0.23% | +0.23 |
| SCHW Schwab (charles) Corp. | New | 0.23% | +0.23 |
| CMG Chipotle Mexican Grill Inc. | New | 0.21% | +0.21 |
| NEM Newmont Corp. | Add +19.1% | 0.58% | +0.21 |
| BSX Boston Scientific Corp. | New | 0.18% | +0.18 |
| WEN The Wendy's Co. | New | 0.16% | +0.16 |
| GREK Global X MSCI Greece ETF | New | 0.16% | +0.16 |
| KLAC KLA Corp. | New | 0.15% | +0.15 |
| APH Amphenol Corp. Class A | New | 0.13% | +0.13 |
| MSFT Microsoft Corp. | Add +11.8% | 1.70% | +0.11 |
| CSCO Cisco Systems Inc. | Add +51.5% | 0.41% | +0.11 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.10% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +9.9% | 0.84% | +0.10 |
| TEAM Atlassian Corp. Class A | New | 0.10% | +0.10 |
| SE Sea Ltd.-ADR | New | 0.10% | +0.10 |
| COHU Cohu Inc. | New | 0.09% | +0.09 |
| CRS Carpenter Technology | New | 0.09% | +0.09 |
| CE Celanese Corp. | New | 0.09% | +0.09 |
| HDB HDFC Bank Ltd.-ADR | New | 0.09% | +0.09 |
| DECK Deckers Outdoor Corp. | New | 0.09% | +0.09 |
| AMD Advanced Micro Devices | Add +26.7% | 0.34% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +78.8% | 0.18% | +0.08 |
| EBAY eBay Inc. | New | 0.08% | +0.08 |
| MOS The Mosaic Co. | Add +91.6% | 0.19% | +0.08 |
| DOC Healthpeak Properties Inc. | Add +75.5% | 0.17% | +0.07 |
| AEO American Eagle Outfitters | Add +0.0% | 0.19% | +0.07 |
| SAP Sap SE-Sponsored ADR | Add +103.0% | 0.18% | +0.07 |
| TMQ Trilogy Metals Inc. | Add +27.3% | 0.15% | +0.07 |
| LAC Lithium Americas Corp. | New | 0.07% | +0.07 |
| CNR Core Natural Resources Inc. | New | 0.06% | +0.06 |
| WFRD Weatherford International PL | New | 0.06% | +0.06 |
| OII Oceaneering Intl Inc. | New | 0.06% | +0.06 |
| C Citigroup Inc. | Add +0.2% | 0.65% | +0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +72.3% | 0.27% | +0.06 |
| LLY Eli Lilly & Co. | New | 0.06% | +0.06 |
| BRKR Bruker Corp. | Add +102.8% | 0.18% | +0.06 |
| GLD SPDR Gold Shares | Add +20.7% | 0.25% | +0.06 |
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 |