StockDriftsStockDriftsTop 50 Legacy Capital Group California, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.12% | 116.0K | $33.6M | -0.34%(-391) | $155.94(+96.65%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.49% | 228.8K | $11.6M | +609.64%(+196.52K) | $50.56(-0.20%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.36% | 85.5K | $7.8M | -7.85%(-7.28K) | $91.64(-0.17%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.57% | 59.1K | $5.2M | -7.09%(-4.51K) | $50.20(+81.35%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 1.56% | 57.0K | $5.2M | -7.26%(-4.46K) | $61.27(+53.18%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.46% | 13.6K | $4.9M | +33.25%(+3.39K) | $177.80(+97.68%) | 2026-06-30 | |
| LDUR | PIMCO ETF TR | 1.35% | 47.0K | $4.5M | +8.00%(+3.48K) | $95.75(-0.45%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 1.34% | 97.2K | $4.4M | -10.05%(-10.87K) | $33.07(+59.97%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.32% | 21.9K | $4.4M | +39.56%(+6.21K) | $131.22(+68.01%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 1.26% | 157.1K | $4.2M | +7.70%(+11.24K) | $25.86(+1.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.83% | +39.85% | — | — | +43.77% |
| Top 20 Holdings Unweighted | +11.32% | +37.95% | — | — | +43.59% |
Legacy Capital Group California, Inc. reports $331.75M in US-listed equity holdings across 297 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.1%), JPST (3.5%) and BIL (2.4%). The top 20 holdings account for 34.67% of reported assets. Its disclosed equity book has returned +39.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Capital Group California, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1977092). View Legacy Capital Group California, Inc.’s 13F filings on SEC