Legacy Capital Group California, Inc.
Filing Date
Global Rank
#4,366
/ 8,607
▼ 926
· as of Mar 2026
Top Industry
Consumer Electronics
16.1%
3Y Alpha vs SPY
-0.6%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
13 quarters · since Mar 2023
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+73.5%
SPY
+75.2%
Annualised alpha
-0.4%
Max drawdown
−22.6%
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
219 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.9%
+4.8 pts
Top 5
21.5%
−4.0 pts
Top 10
27.0%
−5.2 pts
HHI
299
Diversified+74
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.4% | $62,174,946 |
| Financial Services | 14.1% | $26,284,581 |
| Healthcare | 10.4% | $19,377,846 |
| Industrials | 9.6% | $17,784,942 |
| Energy | 7.9% | $14,654,996 |
| Consumer Cyclical | 6.6% | $12,189,101 |
| Basic Materials | 5.5% | $10,218,106 |
| Communication Services | 4.8% | $8,928,354 |
| Consumer Defensive | 4.5% | $8,355,753 |
| Unclassified | 1.2% | $2,313,325 |
| Real Estate | 1.2% | $2,261,689 |
| Utilities | 0.7% | $1,392,833 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +14,317 | 38,519 | $1,081,613 | |
| FITB | Fifth Third Bancorp | +10,651 | 19,890 | $924,089 | |
| DVN | Devon Energy Corp/De | +9,191 | 22,966 | $1,155,649 | |
| NTR | Nutrien Ltd. | +6,576 | 17,705 | $1,336,019 | |
| PDD | PDD Holdings Inc. | +6,331 | 9,423 | $962,842 | |
| CVS | CVS HEALTH Corp | +5,510 | 20,260 | $1,455,073 | |
| KMB | Kimberly Clark Corp | +4,371 | 7,967 | $768,576 | |
| CCJ | Cameco Corp | +2,588 | 6,854 | $744,412 | |
| KR | Kroger Co | +2,577 | 9,715 | $702,977 | |
| RTX | RTX Corp | +2,125 | 8,955 | $1,727,419 | |
| TGT | Target Corp | +1,921 | 5,473 | $663,327 | |
| ABT | Abbott Laboratories | +1,909 | 7,883 | $809,347 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +1,838 | 6,246 | $2,110,835 | |
| SYK | Stryker Corp | +1,212 | 2,709 | $890,150 | |
| COR | Cencora, Inc. | +1,183 | 1,795 | $563,881 | |
| CNR | Core Natural Resources, Inc. | +1,150 | 5,728 | $599,893 | |
| AVGO | Broadcom Inc. | +1,024 | 3,563 | $1,102,784 | |
| MTH | Meritage Homes CORP | +910 | 8,648 | $534,792 | |
| INTU | Intuit Inc. | +764 | 2,210 | $955,559 | |
| GEN | Gen Digital Inc. | +723 | 35,538 | $669,180 | |
| FCX | Freeport-Mcmoran Inc | +698 | 4,644 | $272,974 | |
| APD | Air Products & Chemicals, Inc. | +546 | 4,235 | $1,230,225 | |
| ALL | Allstate Corp | +544 | 8,074 | $1,674,063 | |
| CRM | Salesforce, Inc. | +300 | 5,148 | $960,977 | |
| HAS | Hasbro, Inc. | +166 | 7,022 | $657,259 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FSK | FS KKR Capital Corp | −184,926 | 128,689 | $1,310,054 | |
| DNN | Denison Mines Corp. | −115,447 | 10,176 | $35,921 | |
| NVDA | Nvidia Corp | −86,289 | 15,702 | $2,738,428 | |
| TMQ | Trilogy Metals Inc. | −71,338 | 103,311 | $370,886 | |
| GSM | Ferroglobe PLC | −53,317 | 75,273 | $310,124 | |
| NXE | NexGen Energy Ltd. | −44,643 | 41,607 | $482,641 | |
| AMD | Advanced Micro Devices Inc | −30,007 | 4,462 | $907,704 | |
| MRK | Merck & Co., Inc. | −17,121 | 10,684 | $1,285,178 | |
| WMT | Walmart Inc. | −12,100 | 3,740 | $464,807 | |
| DIS | Walt Disney Co | −10,752 | 12,597 | $1,214,098 | |
| AAPL | Apple Inc. | −10,339 | 116,370 | $29,533,542 | |
| VOD | Vodafone Group Public Ltd Co | −9,810 | 55,332 | $831,086 | |
| GLW | Corning Inc /Ny | −9,746 | 8,409 | $1,143,371 | |
| BAC | Bank Of America Corp /De/ | −9,680 | 28,167 | $1,373,141 | |
| NVO | Novo Nordisk A S | −9,600 | 10,094 | $370,954 | |
| COHU | Cohu Inc | −9,532 | 8,944 | $273,865 | |
| BRKR | Bruker Corp | −9,247 | 12,948 | $467,681 | |
| ELAN | Elanco Animal Health Inc | −8,508 | 12,480 | $298,646 | |
| THC | Tenet Healthcare Corp | −8,315 | 1,418 | $267,590 | |
| PLTR | Palantir Technologies Inc. | −8,131 | 6,486 | $948,772 | |
| BCS | Barclays PLC | −7,917 | 41,654 | $881,398 | |
| UBS | UBS Group AG | −7,669 | 31,802 | $1,242,504 | |
| IBM | International Business Machines Corp | −7,647 | 4,642 | $1,125,174 | |
| UL | Unilever PLC | −7,411 | 9,009 | $513,242 | |
| INTC | Intel Corp | −7,203 | 5,781 | $255,115 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | 11,464 | $1,135,509 | |
| SM | SM Energy Co | 31,237 | $973,969 | |
| DG | Dollar General Corp | 8,019 | $952,095 | |
| CTSH | Cognizant Technology Solutions Corp | 14,090 | $864,421 | |
| FIX | Comfort Systems USA Inc | 603 | $831,530 | |
| APA | APA Corp | 19,550 | $829,702 | |
| TDW | Tidewater Inc | 8,998 | $751,782 | |
| NOW | ServiceNow, Inc. | 7,089 | $741,154 | |
| VEEV | Veeva Systems Inc | 4,157 | $730,218 | |
| AR | ANTERO RESOURCES Corp | 15,106 | $641,098 | |
| B | Barrick Mining Corp | 15,621 | $637,180 | |
| ZS | Zscaler, Inc. | 4,309 | $604,509 | |
| SU | Suncor Energy Inc | 8,106 | $535,887 | |
| BIIB | Biogen Inc. | 2,901 | $531,840 | |
| SLB | Slb Limited/Nv | 8,201 | $421,449 | |
| NOC | Northrop Grumman Corp /De/ | 598 | $407,979 | |
| F | Ford Motor Co | 32,785 | $378,338 | |
| FN | Fabrinet | 719 | $374,972 | |
| PBR | Petrobras - Petroleo Brasileiro SA | 17,705 | $367,378 | |
| CCL | Carnival Corp Ltd. | 13,899 | $359,706 | |
| SAP | Sap SE | 2,098 | $359,198 | |
| CF | CF Industries Holdings, Inc. | 2,751 | $357,189 | |
| MGA | Magna International Inc | 6,373 | $355,677 | |
| AZN | Astrazeneca PLC | 1,781 | $351,248 | |
| RRC | Range Resources Corp | 7,622 | $344,361 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RBRK | Rubrik, Inc. | 181,095 | $13,850,145 | |
| CEG | Constellation Energy Corp | 9,646 | $3,407,642 | |
| SHOP | Shopify Inc. | 17,000 | $2,736,490 | |
| OKLO | Oklo Inc. | 33,848 | $2,428,932 | |
| HOOD | Robinhood Markets, Inc. | 21,435 | $2,424,298 | |
| COF | Capital One Financial Corp | 8,452 | $2,048,426 | |
| RKLB | Rocket Lab Corp | 27,742 | $1,935,281 | |
| PWR | Quanta Services, Inc. | 4,202 | $1,773,496 | |
| MNST | Monster Beverage Corp | 22,619 | $1,734,198 | |
| CELH | Celsius Holdings, Inc. | 36,544 | $1,671,522 | |
| WGS | GeneDx Holdings Corp. | 12,073 | $1,570,214 | |
| VSAT | Viasat Inc | 42,103 | $1,450,869 | |
| SOFI | SoFi Technologies, Inc. | 51,460 | $1,347,222 | |
| REGN | Regeneron Pharmaceuticals, Inc. | 1,716 | $1,324,528 | |
| LMND | Lemonade, Inc. | 18,280 | $1,301,170 | |
| BE | Bloom Energy Corp | 14,003 | $1,216,720 | |
| ORCL | Oracle Corp | 5,744 | $1,119,563 | |
| TRV | Travelers Companies, Inc. | 3,655 | $1,060,169 | |
| NFLX | Netflix Inc | 10,151 | $951,757 | |
| WDAY | Workday, Inc. | 3,954 | $849,240 | |
| SPOT | Spotify Technology S.A. | 1,457 | $846,094 | |
| ANET | Arista Networks, Inc. | 5,679 | $744,119 | |
| BSX | Boston Scientific Corp | 7,583 | $723,039 | |
| COST | Costco Wholesale Corp /New | 675 | $582,079 | |
| CMS | Cms Energy Corp | 7,906 | $552,866 | |
| No positions match the current search. | ||||
219 positions ·
$185,936,472 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 219 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 116,370 | $29,533,542 | 15.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 10,185 | $2,928,798 | 1.58% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 15,702 | $2,738,428 | 1.47% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,816 | $2,523,078 | 1.36% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 20,092 | $2,278,633 | 1.23% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 6,246 | $2,110,835 | 1.14% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 9,850 | $2,081,403 | 1.12% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 18,714 | $2,025,790 | 1.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 6,771 | $1,991,757 | 1.07% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 5,572 | $1,912,421 | 1.03% | |
| RTX |
RTX Corp
Industrials
|
Added | 8,955 | $1,727,419 | 0.93% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 8,074 | $1,674,063 | 0.90% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Reduced | 6,806 | $1,568,510 | 0.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,644 | $1,512,711 | 0.81% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 19,692 | $1,467,054 | 0.79% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,960 | $1,456,862 | 0.78% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 20,260 | $1,455,073 | 0.78% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 10,995 | $1,415,936 | 0.76% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 28,167 | $1,373,141 | 0.74% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Added | 17,705 | $1,336,019 | 0.72% | |
| DINO |
HF Sinclair Corp
Energy
|
Reduced | 21,067 | $1,314,370 | 0.71% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
Reduced | 128,689 | $1,310,054 | 0.70% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 16,713 | $1,296,761 | 0.70% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 10,684 | $1,285,178 | 0.69% | |
| UBS |
UBS Group AG
Financial Services
|
Reduced | 31,802 | $1,242,504 | 0.67% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 4,235 | $1,230,225 | 0.66% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 12,597 | $1,214,098 | 0.65% | |
| DVN |
Devon Energy Corp/De
Energy
|
Added | 22,966 | $1,155,649 | 0.62% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
Reduced | 8,146 | $1,149,482 | 0.62% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 8,409 | $1,143,371 | 0.61% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 11,464 | $1,135,509 | 0.61% | |
| JBL |
Jabil Inc
Technology
|
Reduced | 4,274 | $1,135,302 | 0.61% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,642 | $1,125,174 | 0.61% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,563 | $1,102,784 | 0.59% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 3,263 | $1,102,371 | 0.59% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Reduced | 3,888 | $1,092,800 | 0.59% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 2,016 | $1,084,648 | 0.58% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 2,766 | $1,083,608 | 0.58% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 5,069 | $1,083,042 | 0.58% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 38,519 | $1,081,613 | 0.58% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,267 | $1,071,869 | 0.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 5,039 | $1,049,472 | 0.56% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Reduced | 14,400 | $1,046,736 | 0.56% | |
| ACN |
Accenture plc
Technology
|
Reduced | 5,276 | $1,046,178 | 0.56% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 4,983 | $1,030,982 | 0.55% | |
| EQT |
EQT Corp
Energy
|
Reduced | 16,038 | $1,020,658 | 0.55% | |
| SM |
SM Energy Co
Energy
|
NEW | 31,237 | $973,969 | 0.52% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 2,180 | $973,457 | 0.52% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
Added | 9,423 | $962,842 | 0.52% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 5,148 | $960,977 | 0.52% |