Legacy Capital Group California, Inc.
Q4 2025 13F Holdings
- Locationlos gatos, CA
- Num holdings
336
- Value ($000)
$412,708
- Date Filed01/28/2026
- Form type13F-HR
- CIK0001977092
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $34.45M | 8 % | 126,709 | ||
NVIDIA CORPORATION | COM | 67066G104 | $19.02M | 5 % | 101,991 | ||
RUBRIK INC. | CL A | 781154109 | $13.85M | 3 % | 181,095 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $11.92M | 3 % | 235,521 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $7.86M | 2 % | 86,023 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | $7.38M | 2 % | 34,469 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $5.72M | 1 % | 71,287 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | $5.69M | 1 % | 68,957 | ||
MICROSOFT CORP | COM | 594918104 | $4.8M | 1 % | 9,933 | ||
FS KKR CAP CORP | COM | 302635206 | $4.64M | 1 % | 313,615 |
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