Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Capital Group California, Inc. (CIK 1977092) reported $262.8M across 276 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($29.5M, 11.24%), BIL ($8.5M, 3.24%), SPLG ($4.9M, 1.85%), SPTM ($4.9M, 1.85%), VFLO ($4.3M, 1.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $29.5M | 11.24% | 116,370 | Trimmed |
| 2 | BIL | SPDR SERIES TRUST | $8.5M | 3.24% | 92,779 | Added |
| 3 | SPLG | SPDR SERIES TRUST | $4.9M | 1.85% | 63,615 | Trimmed |
| 4 | SPTM | SPDR SERIES TRUST | $4.9M | 1.85% | 61,455 | Trimmed |
| 5 | VFLO | VICTORY PORTFOLIOS II | $4.3M | 1.62% | 108,082 | Added |
| 6 | LDUR | PIMCO ETF TR | $4.2M | 1.59% | 43,493 | Trimmed |
| 7 | PYLD | PIMCO ETF TR | $3.8M | 1.45% | 145,884 | Trimmed |
| 8 | TMSL | T ROWE PRICE ETF INC | $3.2M | 1.23% | 87,811 | Added |
| 9 | GOOGL | ALPHABET INC | $2.9M | 1.11% | 10,185 | Trimmed |
| 10 | FLRN | SPDR SERIES TRUST | $2.8M | 1.05% | 89,545 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $2.7M | 1.04% | 15,702 | Trimmed |
| 12 | ROE | EA SERIES TRUST | $2.6M | 1.00% | 73,877 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $2.5M | 0.96% | 6,816 | Trimmed |
| 14 | C | CITIGROUP INC | $2.3M | 0.87% | 20,092 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.1M | 0.80% | 6,246 | Added |
| 16 | CAH | CARDINAL HEALTH INC | $2.1M | 0.79% | 9,850 | Trimmed |
| 17 | NEM | NEWMONT CORP | $2.0M | 0.77% | 18,714 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $2.0M | 0.76% | 6,771 | Trimmed |
| 19 | XLK | SELECT SECTOR SPDR TR | $1.9M | 0.73% | 14,438 | Trimmed |
| 20 | GD | GENERAL DYNAMICS CORP | $1.9M | 0.73% | 5,572 | Trimmed |
| 21 | EEM | ISHARES TR | $1.8M | 0.69% | 32,151 | Added |
| 22 | RTX | RTX CORPORATION | $1.7M | 0.66% | 8,955 | Added |
| 23 | ALL | ALLSTATE CORP | $1.7M | 0.64% | 8,074 | Added |
| 24 | JPST | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.62% | 32,236 | Trimmed |
| 25 | HWM | HOWMET AEROSPACE INC | $1.6M | 0.60% | 6,806 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31