Legacy Capital Group California, Inc.
Top Portfolio Positions
218 positions ·
$185,647,960 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
116,370 | $29,533,542 | 15.91% |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,185 | $2,928,798 | 1.58% |
| NVDA |
Nvidia Corp
Technology
|
15,702 | $2,738,428 | 1.48% |
| MSFT |
Microsoft Corp
Technology
|
6,816 | $2,523,078 | 1.36% |
| C |
Citigroup Inc
Financial Services
|
20,092 | $2,278,633 | 1.23% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
6,246 | $2,110,835 | 1.14% |
| 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
Holdings in DBP
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $446,872 | 4,061 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $443,830 | 4,317 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $359,099 | 4,038 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $237,141 | 3,156 | Shares | Sole | 2025-07-14 | |
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