Legacy Capital Group California, Inc.
Top Portfolio Positions
219 positions ·
$186,490,393 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
116,370 | $29,533,542 | 15.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,185 | $2,928,798 | 1.57% | |
| NVDA |
Nvidia Corp
Technology
|
15,702 | $2,738,428 | 1.47% | |
| MSFT |
Microsoft Corp
Technology
|
6,816 | $2,523,078 | 1.35% | |
| C |
Citigroup Inc
Financial Services
|
20,092 | $2,278,633 | 1.22% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
6,246 | $2,110,835 | 1.13% | |
| CAH |
Cardinal Health Inc
Healthcare
|
9,850 | $2,081,403 | 1.12% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
18,714 | $2,025,790 | 1.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,771 | $1,991,757 | 1.07% | |
| GD |
General Dynamics Corp
Industrials
|
5,572 | $1,912,421 | 1.03% |
Portfolio Trend
13 quarters · across all stocks
Holdings in BRSP
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,000 | 35,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $196,000 | 35,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $190,050 | 35,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $176,750 | 35,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $194,600 | 35,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $197,400 | 35,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $196,000 | 35,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $199,500 | 35,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $241,150 | 35,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $260,400 | 35,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $219,100 | 35,000 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $235,550 | 35,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $206,500 | 35,000 | Shares | Sole | 2023-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||