LC

Legacy Capital Group California, Inc.

13F
Legacy Capital Group California, Inc.
Last update 2025-07-14 327 Stocks (54 new)
Value $361.00 Mil Turnover 23 %
Countries:
Top Holdings: AAPL(7.18%)NVDA(4.60%)RBRK(4.50%)JPST(4.44%)BIL(2.23%)
Summary Stock Picks Current Portfolio
Legacy Capital Group Californi... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
126,232
25,898.9
-1.97%
7.180
-0.20%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
NVDA
NVIDIA Corp
105,002
16,589.3
+18.03%
4.600
+0.70%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
RBRK
Rubrik Inc
181,117
16,226.3
0%
4.500
0%
0.090
+43.01%
+34.81%
17,048.7
Software
JPST
JPMorgan Ultra-Short Income ETF
316,225
16,026.3
+45.32%
4.440
+1.38%
0.050
+1.35%
+2.74%
32,077.9
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
87,555
8,031.4
+29.29%
2.230
+0.51%
0.020
+1.04%
+2.30%
41,833.2
 
MSFT
Microsoft Corp
11,526
5,733.2
+16.83%
1.590
+0.23%
0.000
+38.94%
+21.47%
3,790,969.0
Software
SPLG
SPDR Portfolio S&P 500 ETF
75,142
5,462.1
+19.31%
1.510
+0.24%
0.010
+19.60%
+7.78%
76,985.6
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
72,716
5,445.7
-5.74%
1.510
-0.11%
0.050
+19.28%
+7.20%
10,689.3
 
JAAA
Janus Henderson AAA CLO ETF
92,867
4,713.0
-1.89%
1.310
-0.03%
0.020
+2.08%
+2.58%
22,301.2
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
171,676
4,556.3
-3.20%
1.260
-0.05%
0.080
+3.42%
+4.52%
5,794.8
 

Legacy Capital Group California, Inc.'s Historical Top Holdings Breakdowns

Legacy Capital Group California, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST
JPMorgan Ultra-Short Income ETF
2025-06-30
Add
Add
+1.38%
●
50.36 ($50.51) 50.68
$50.60
0.18%
Add 45.32%
316,225
98,613
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
2025-06-30
Reduce
Reduce
-0.98%
●
49.41 ($49.57) 49.78
$49.51
-0.12%
Reduce -90.78%
5,759
-56,700
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
2025-06-30
New Buy
New Buy
+0.86%
●
50.18 ($50.26) 50.35
$50.28
0.04%
New holding
61,968
61,968
LDUR
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
2025-06-30
Add
Add
+0.80%
●
94.78 ($95.44) 95.98
$95.48
0.04%
Add 174.34%
47,302
30,060
CEG
Constellation Energy Corp
2025-06-30
Add
Add
+0.72%
●
170.96 ($263.62) 322.76
$321.42
21.93%
Add 610.3%
9,447
8,117
XLRE
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
2025-06-30
Sold Out
Sold Out
-0.72%
●
37.08 ($41.08) 42.26
$41.84
1.85%
Sold Out
0
-49,374
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.70%
●
94.31 ($125.57) 157.99
$172.41
37.30%
Add 18.03%
105,002
16,040
IBM
International Business Machines Corp
International Business Machines Corp
2025-06-30
Add
Add
+0.66%
●
221.03 ($257.49) 294.78
$285.87
11.02%
Add 200.32%
12,127
8,089
GS
The Goldman Sachs Group Inc
2025-06-30
Add
Add
+0.61%
●
462.22 ($578.93) 707.75
$708.26
22.34%
Add 485.02%
3,750
3,109
OKLO
Oklo Inc
2025-06-30
New Buy
New Buy
+0.61%
●
19.8 ($38.3) 68.03
$68.98
80.10%
New holding
39,240
39,240

Legacy Capital Group California, Inc. Total Holding History ($B)

To

Legacy Capital Group California, Inc.'s Asset Allocation

To

Legacy Capital Group California, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Legacy Capital Group California, Inc.'s Hypothetical Growth since 2025-06-30

Legacy Capital Group California, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Capital Group California, Inc.'s Holdings Heat Map

Size field:

Legacy Capital Group California, Inc.'s Holdings Bubble Chart

Legacy Capital Group California, Inc. News

  • 1

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