Legacy PCG, LLC
CIK
1952532
Location
IRVINE, CA
Portfolio Value
Micro
$1,732,653
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,123
/ 8,232
▼ 919
Top Industry
Consumer Electronics
49.7%
3Y Alpha vs SPY
-1.6%
Period ended 2 months ago
Filed May 15, 2026 · 30d
15 quarters · since Sep 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.5%
SPY
+76.3%
Annualised alpha
-1.6%
Max drawdown
−22.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
31.8%
+11.7 pts
Top 5
100.0%
+39.4 pts
Top 10
100.0%
+19.5 pts
HHI
2,235
Moderately concentrated+1,253
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.2% | $766,251 |
| Unclassified | 35.9% | $622,424 |
| Financial Services | 19.9% | $343,978 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | −95,670 | 14,520 | $343,978 | |
| AAPL | Apple Inc. | −17,263 | 2,174 | $551,739 | |
| NVDA | Nvidia Corp | −9,991 | 1,230 | $214,512 | |
| SPY | Spdr S&P 500 ETF Trust | −8,990 | 579 | $376,546 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1,253 | 426 | $245,878 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 12,379 | $2,857,320 | |
| CRWD | CrowdStrike Holdings, Inc. | 3,567 | $1,672,066 | |
| GOOGL | Alphabet Inc. | 5,106 | $1,598,178 | |
| MSFT | Microsoft Corp | 2,544 | $1,230,329 | |
| GLD | Spdr Gold Trust | 2,326 | $921,817 | |
| BRK-B | Berkshire Hathaway Inc | 1,577 | $792,679 | |
| TSLA | Tesla, Inc. | 1,521 | $684,024 | |
| COST | Costco Wholesale Corp /New | 790 | $681,248 | |
| META | Meta Platforms, Inc. | 947 | $625,105 | |
| PLTR | Palantir Technologies Inc. | 3,414 | $606,838 | |
| JPM | Jpmorgan Chase & Co | 1,393 | $448,852 | |
| OKLO | Oklo Inc. | 4,639 | $332,894 | |
| DIS | Walt Disney Co | 2,768 | $314,915 | |
| NFLX | Netflix Inc | 3,160 | $296,281 | |
| AVGO | Broadcom Inc. | 836 | $289,339 | |
| PML | Pimco Municipal Income Fund II | 31,025 | $233,928 | |
| WMT | Walmart Inc. | 2,058 | $229,281 | |
| HOOD | Robinhood Markets, Inc. | 2,022 | $228,688 | |
| MA | Mastercard Inc | 379 | $216,363 | |
| UNH | Unitedhealth Group Inc | 626 | $206,648 | |
| STGW | Stagwell Inc | 31,698 | $155,003 | |
| No positions match the current search. | ||||
5 positions ·
$1,732,653 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,174 | $551,739 | 31.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 579 | $376,546 | 21.73% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
Reduced | 14,520 | $343,978 | 19.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 426 | $245,878 | 14.19% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,230 | $214,512 | 12.38% |