Legacy Capital Group California, Inc.: 13F holdings
CIK 19770922026Q2
| Positions | 297 |
|---|
| Reported value | $331.8m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 297 (+20 vs prior quarter) |
|---|
| Reported value | $331.8m (+26.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 115,979 | $33.6m | 10.1% |
| JPST J P MORGAN EXCHANGE TRADED F | 228,759 | $11.6m | 3.5% |
| BIL SPDR SERIES TRUST | 85,499 | $7.8m | 2.4% |
| SPYM SPDR SERIES TRUST | 59,104 | $5.2m | 1.6% |
| SPYM SPDR SERIES TRUST | 56,993 | $5.2m | 1.6% |
| GOOGL ALPHABET INC | 13,572 | $4.9m | 1.5% |
| LDUR PIMCO ETF TR | 46,974 | $4.5m | 1.4% |
| ACT VICTORY PORTFOLIOS II | 97,216 | $4.4m | 1.3% |
| NVDA NVIDIA CORPORATION | 21,913 | $4.4m | 1.3% |
| PYLD PIMCO ETF TR | 157,121 | $4.2m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1977092")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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