Legacy Capital Group California, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Legacy Capital Group California, Inc. reported 336 stock positions worth $412.7 million. Its top holding was Apple (AAPL) at 8.3% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Rubrik Class A (RBRK, 3.4%). Compared with Q3 2025, it opened 39 new positions, sold out of 31, added to 147 and reduced 146. The biggest buy was Advanced Micro Devices (AMD, shares +312%) and the biggest sale Microsoft (MSFT, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- LOS GATOS, CA
- CIK
- 0001977092
- Portfolio Value
- $412.7M (Q4 2025)
- SEC Filing
- 0001765380-26-000054 ↗ filed Jan 28, 2026
Holdings Value
Holdings 336 stocks · $412.7M
| AAPL Apple Inc. | 8.35% | 126,709 | $34.4M | Reduce -0.8% |
| NVDA Nvidia Corp. | 4.61% | 101,991 | $19.0M | Reduce -5.7% |
| RBRK Rubrik Inc. Class A | 3.36% | 181,095 | $13.9M | Reduce -0.0% |
| JPST JPMorgan Ultra-Short Income | 2.89% | 235,521 | $11.9M | Add +5.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.90% | 86,023 | $7.9M | Add +2.2% |
| AMD Advanced Micro Devices | 1.79% | 34,469 | $7.4M | Add +312.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.39% | 71,287 | $5.7M | Reduce -3.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.38% | 68,957 | $5.7M | Reduce -3.9% |
| MSFT Microsoft Corp. | 1.16% | 9,933 | $4.8M | Reduce -22.9% |
| FSK FS KKR Capital Corp. | 1.13% | 313,615 | $4.6M | Add +48.8% |
| JAAA Janus Henderson Aaa Clo ETF | 1.10% | 89,618 | $4.5M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 1.07% | 13,690 | $4.4M | Reduce -0.8% |
| LDUR PIMCO Enhanced Low Duration | 1.06% | 45,673 | $4.4M | Reduce -2.8% |
| PYLD PIMCO Multisector Bond Actv | 1.06% | 163,305 | $4.4M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 1.05% | 13,909 | $4.4M | Reduce -0.5% |
| VFLO Victoryshares Free Cash Flow | 1.01% | 105,805 | $4.2M | Reduce -3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.88% | 12,289 | $3.6M | Reduce -2.6% |
| GS Goldman Sachs Group Inc. | 0.87% | 4,094 | $3.6M | Reduce -0.7% |
| CEG Constellation Energy | 0.83% | 9,646 | $3.4M | Add +0.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.74% | 99,034 | $3.0M | Add +1171.0% |
| C Citigroup Inc. | 0.72% | 25,359 | $3.0M | Add +0.9% |
| ROE Ast US Eq WGT QLTY Kings ETF | 0.71% | 83,334 | $2.9M | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.71% | 27,805 | $2.9M | Add +21.9% |
| META Meta Platforms Inc. Class A | 0.70% | 4,357 | $2.9M | Add +61.9% |
| SHOP Shopify Inc. Class A | 0.66% | 17,000 | $2.7M | Reduce -1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.64% | 23,349 | $2.7M | Reduce -10.9% |
| PLTR Palantir Technologies Inc. Class A | 0.63% | 14,617 | $2.6M | Add +266.4% |
| AMZN Amazon.com Inc. | 0.61% | 10,942 | $2.5M | Reduce -1.1% |
| OKLO Oklo Inc. | 0.59% | 33,848 | $2.4M | Reduce -12.6% |
| HOOD Robinhood Markets Inc. Class A | 0.59% | 21,435 | $2.4M | Reduce -1.0% |
| GD General Dynamics Corp. | 0.57% | 6,975 | $2.3M | Add +72.0% |
| GOOG Alphabet Inc. Class C | 0.57% | 7,455 | $2.3M | Reduce -6.4% |
| ACN Accenture PLC Class A | 0.56% | 8,656 | $2.3M | Add +2.2% |
| GE General Electric filed as GE AEROSPACE | 0.56% | 7,490 | $2.3M | Add +28.6% |
| CAH Cardinal Health Inc. | 0.55% | 11,137 | $2.3M | Reduce -9.8% |
| NEM Newmont Corp. | 0.53% | 21,981 | $2.2M | Reduce -18.7% |
| XLK SS Technology Select Sector | 0.51% | 14,507 | $2.1M | Reduce -4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 37,847 | $2.1M | Add +67.2% |
| COF Capital One Financial Corp. | 0.50% | 8,452 | $2.0M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.49% | 9,853 | $2.0M | Add +17.1% |
| QCOM Qualcomm Inc. | 0.49% | 11,781 | $2.0M | Add +1.2% |
| RKLB Rocket Lab Corp. | 0.47% | 27,742 | $1.9M | New |
| THC Tenet Healthcare Corp. | 0.47% | 9,733 | $1.9M | Add +18.7% |
| CVNA Carvana Co. | 0.45% | 4,445 | $1.9M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.45% | 4,160 | $1.9M | Add +5.7% |
| UBS UBS Group AG-Reg | 0.44% | 39,471 | $1.8M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.43% | 23,214 | $1.8M | Reduce -0.4% |
| MU Micron Technology Inc. | 0.43% | 6,222 | $1.8M | Reduce -38.5% |
| PWR Quanta Services Inc. | 0.43% | 4,202 | $1.8M | Reduce -0.8% |
| WMT Walmart Inc. | 0.43% | 15,840 | $1.8M | Reduce -0.5% |
| EFA iShares MSCI Eafe ETF | 0.42% | 18,136 | $1.7M | Add +42.3% |
| MNST Monster Beverage Corp. | 0.42% | 22,619 | $1.7M | Add +4.0% |
| CARY Angel Oak Income ETF | 0.42% | 82,414 | $1.7M | Reduce -2.9% |
| GM General Motors Co. | 0.41% | 21,004 | $1.7M | Add +206.4% |
| CELH Celsius Holdings Inc. | 0.41% | 36,544 | $1.7M | Reduce -0.8% |
| HWM Howmet Aerospace Inc. | 0.39% | 7,948 | $1.6M | Add +0.3% |
| EZU iShares MSCI Eurozone ETF | 0.39% | 24,833 | $1.6M | Add +2.5% |
| GLW Corning Inc. | 0.39% | 18,155 | $1.6M | Add +5.3% |
| WGS Genedx Holdings Corp. | 0.38% | 12,073 | $1.6M | New |
| ALL Allstate Corp. | 0.38% | 7,530 | $1.6M | Add +0.7% |
| STX Seagate Technology Holdings | 0.37% | 5,607 | $1.5M | Reduce -11.3% |
| MDT Medtronic PLC | 0.37% | 15,996 | $1.5M | Add +12.8% |
| LRCX Lam Research Corp. | 0.37% | 8,896 | $1.5M | Reduce -16.9% |
| BA The Boeing Co. | 0.36% | 6,792 | $1.5M | Reduce -0.9% |
| VSAT Viasat Inc. | 0.35% | 42,103 | $1.5M | Reduce -0.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.35% | 3,038 | $1.4M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 2,805 | $1.4M | Add +0.9% |
| CMI Cummins Inc. | 0.33% | 2,690 | $1.4M | Reduce -0.3% |
| SOFI Sofi Technologies Inc. | 0.33% | 51,460 | $1.3M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 4,408 | $1.3M | Reduce -4.4% |
| REGN Regeneron Pharmaceuticals | 0.32% | 1,716 | $1.3M | New |
| TPR Tapestry Inc. | 0.32% | 10,316 | $1.3M | Reduce -0.3% |
| LMND Lemonade Inc. | 0.32% | 18,280 | $1.3M | New |
| EWI iShares MSCI Italy ETF | 0.31% | 23,871 | $1.3M | Reduce -4.2% |
| CRM Salesforce Inc. | 0.31% | 4,848 | $1.3M | Add +2.1% |
| EIS iShares MSCI Israel ETF | 0.31% | 11,670 | $1.3M | New |
| DINO HF Sinclair Corp. | 0.31% | 27,639 | $1.3M | Reduce -0.4% |
| BCS Barclays PLC-Spons ADR | 0.31% | 49,571 | $1.3M | Reduce -1.1% |
| TMSL T.rowe PRC Small-Mid Cap ETF | 0.30% | 34,979 | $1.3M | Reduce -3.7% |
| RTX RTX Corp. | 0.30% | 6,830 | $1.3M | Reduce -1.2% |
| XLF SS Financial Select Sector | 0.30% | 22,653 | $1.2M | Add +5.4% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.30% | 43,758 | $1.2M | Reduce -3.8% |
| BE Bloom Energy Corp. Class A | 0.29% | 14,003 | $1.2M | New |
| EWG iShares MSCI Germany ETF | 0.29% | 28,434 | $1.2M | Add +0.7% |
| EWU iShares MSCI United Kingdom | 0.29% | 27,240 | $1.2M | Add +0.0% |
| CAT Caterpillar Inc. | 0.28% | 2,048 | $1.2M | Reduce -18.5% |
| CVS CVS Health Corp. | 0.28% | 14,750 | $1.2M | Reduce -0.4% |
| EWD iShares MSCI Sweden ETF | 0.28% | 23,650 | $1.2M | Add +0.2% |
| EWS iShares MSCI Singapore ETF | 0.28% | 41,734 | $1.1M | Reduce -0.2% |
| AEO American Eagle Outfitters | 0.28% | 43,229 | $1.1M | Reduce -0.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.27% | 2,502 | $1.1M | Add +2.5% |
| ORCL Oracle Corp. | 0.27% | 5,744 | $1.1M | Reduce -4.3% |
| CBOE Cboe Global Markets Inc. | 0.27% | 4,452 | $1.1M | Add +2.2% |
| GLD SPDR Gold Shares | 0.27% | 2,814 | $1.1M | Add +1.0% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 20,592 | $1.1M | Add +2.1% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.26% | 21,609 | $1.1M | Reduce -5.9% |
| JBL Jabil Inc. | 0.26% | 4,742 | $1.1M | Reduce -0.7% |
| UL Unilever PLC-Sponsored ADR | 0.26% | 16,420 | $1.1M | Reduce -0.2% |
| IVE iShares S&P 500 Value ETF | 0.26% | 5,061 | $1.1M | Add +21.1% |
| ADM Archer-Daniels-Midland Co. | 0.26% | 18,473 | $1.1M | Add +7.2% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -22.9% | 1.16% | −0.54 |
| NVDA Nvidia Corp. | Reduce -5.7% | 4.61% | −0.53 |
| OKLO Oklo Inc. | Reduce -12.6% | 0.59% | −0.51 |
| APPS Digital Turbine Inc. | Sold out | 0.00% | −0.49 |
| CMDT PIMCO Commodity Active Strat | Reduce -89.0% | 0.06% | −0.47 |
| RBRK Rubrik Inc. Class A | Reduce -0.0% | 3.36% | −0.44 |
| SPOT Spotify Technology SA | Reduce -59.5% | 0.20% | −0.43 |
| LOPE Grand Canyon Education Inc. | Sold out | 0.00% | −0.39 |
| AXON Axon Enterprise Inc. | Reduce -73.6% | 0.10% | −0.38 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.38 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −0.33 |
| CTA Simplify Managed Futures St | Sold out | 0.00% | −0.30 |
| UPST Upstart Holdings Inc. | Sold out | 0.00% | −0.27 |
| BROS Dutch Bros Inc. Class A | Sold out | 0.00% | −0.25 |
| PLMR Palomar Holdings Inc. | Sold out | 0.00% | −0.25 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.23 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.21 |
| HOOD Robinhood Markets Inc. Class A | Reduce -1.0% | 0.59% | −0.20 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.18 |
| ADBE Adobe Inc. | Reduce -56.9% | 0.12% | −0.17 |
| ORCL Oracle Corp. | Reduce -4.3% | 0.27% | −0.16 |
| CCJ Cameco Corp. | Reduce -61.9% | 0.09% | −0.14 |
| CPAY Corpay Inc. | Sold out | 0.00% | −0.14 |
| CELH Celsius Holdings Inc. | Reduce -0.8% | 0.41% | −0.13 |
| MAN Manpowergroup Inc. | Sold out | 0.00% | −0.13 |
| MOS The Mosaic Co. | Reduce -56.7% | 0.05% | −0.13 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.13 |
| BJ Bj's Wholesale Club Holdings | Sold out | 0.00% | −0.13 |
| DIS The Walt Disney Co. | Reduce -10.9% | 0.64% | −0.12 |
| PYLD PIMCO Multisector Bond Actv | Reduce -4.2% | 1.06% | −0.11 |
| NWS News Corp. Class B | Sold out | 0.00% | −0.11 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -36.8% | 0.16% | −0.11 |
| ARGT Global X MSCI Argentina ETF | Sold out | 0.00% | −0.10 |
| NFLX Netflix Inc. | Reduce -7.4% | 0.23% | −0.10 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.10 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.10 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -3.4% | 1.10% | −0.10 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -63.1% | 0.05% | −0.10 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.9% | 1.38% | −0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.9% | 1.39% | −0.10 |
| PM Philip Morris International | Sold out | 0.00% | −0.09 |
| LDUR PIMCO Enhanced Low Duration | Reduce -2.8% | 1.06% | −0.09 |
| CVGW Calavo Growers Inc. | Sold out | 0.00% | −0.08 |
| RACE Ferrari NV | Sold out | 0.00% | −0.08 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.07 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.07 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.07 |
| DINO HF Sinclair Corp. | Reduce -0.4% | 0.31% | −0.06 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.06 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q3 2025 → Q4 2025
| AMD Advanced Micro Devices | Add +312.0% | 1.79% | +1.44 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +1171.0% | 0.74% | +0.68 |
| RKLB Rocket Lab Corp. | New | 0.47% | +0.47 |
| PLTR Palantir Technologies Inc. Class A | Add +266.4% | 0.63% | +0.44 |
| WGS Genedx Holdings Corp. | New | 0.38% | +0.38 |
| SOFI Sofi Technologies Inc. | New | 0.33% | +0.33 |
| FSK FS KKR Capital Corp. | Add +48.8% | 1.13% | +0.32 |
| REGN Regeneron Pharmaceuticals | New | 0.32% | +0.32 |
| LMND Lemonade Inc. | New | 0.32% | +0.32 |
| EIS iShares MSCI Israel ETF | New | 0.31% | +0.31 |
| GM General Motors Co. | Add +206.4% | 0.41% | +0.31 |
| BE Bloom Energy Corp. Class A | New | 0.29% | +0.29 |
| IYY iShares Dow Jones U.S. ETF | New | 0.25% | +0.25 |
| MRK Merck & Co. Inc. | Add +21.9% | 0.71% | +0.22 |
| GD General Dynamics Corp. | Add +72.0% | 0.57% | +0.22 |
| AGG iShares Core U.S. Aggregate | New | 0.21% | +0.21 |
| BAC Bank of America Corp. | Add +67.2% | 0.50% | +0.21 |
| META Meta Platforms Inc. Class A | Add +61.9% | 0.70% | +0.19 |
| AER Aercap Holdings NV | New | 0.16% | +0.16 |
| IEMG iShares Core MSCI Emerging | New | 0.13% | +0.13 |
| AA Alcoa Corp. | New | 0.13% | +0.13 |
| EFA iShares MSCI Eafe ETF | Add +42.3% | 0.42% | +0.12 |
| KGC Kinross Gold Corp. | New | 0.11% | +0.11 |
| EMBJ Embraer SA-Spon ADR | New | 0.11% | +0.11 |
| GE General Electric | Add +28.6% | 0.56% | +0.11 |
| ROIV Roivant Sciences Ltd. | New | 0.11% | +0.11 |
| MEDP Medpace Holdings Inc. | New | 0.11% | +0.11 |
| IWF iShares Russell 1000 Growth | New | 0.10% | +0.10 |
| ALB Albemarle Corp. | Add +17.8% | 0.21% | +0.10 |
| VOD Vodafone Group PLC-SP ADR | Add +75.8% | 0.21% | +0.10 |
| JNJ Johnson & Johnson | Add +17.1% | 0.49% | +0.10 |
| BLDR Builders Firstsource Inc. | New | 0.10% | +0.10 |
| KMB Kimberly-Clark Corp. | New | 0.09% | +0.09 |
| PDD PDD Holdings Inc. | New | 0.09% | +0.09 |
| VCIT Vanguard Int-Term Corporate | New | 0.08% | +0.08 |
| BRKR Bruker Corp. | Add +2.6% | 0.25% | +0.07 |
| FSSL FS Specialty Lending Fund | New | 0.07% | +0.07 |
| ING ING Groep N.V.-Sponsored ADR | New | 0.07% | +0.07 |
| VST Vistra Corp. | Add +90.1% | 0.21% | +0.07 |
| C Citigroup Inc. | Add +0.9% | 0.72% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.06% | +0.06 |
| DFAX Dimensional World Ex US Core | New | 0.06% | +0.06 |
| HCC Warrior Met Coal Inc. | New | 0.06% | +0.06 |
| MKSI MKS Inc. | New | 0.06% | +0.06 |
| IWD iShares Russell 1000 Value E | New | 0.06% | +0.06 |
| OII Oceaneering Intl Inc. | Add +114.9% | 0.12% | +0.06 |
| NOK Nokia Corp.-Spon ADR | New | 0.06% | +0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.06% | +0.06 |
| WBD Warner Bros Discovery Inc. | New | 0.05% | +0.05 |
| VECO Veeco Instruments Inc. | New | 0.05% | +0.05 |
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 |