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 $331.8M across 297 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($33.6M, 10.12%), JPST ($11.6M, 3.49%), BIL ($7.8M, 2.36%), SPLG ($5.2M, 1.57%), SPTM ($5.2M, 1.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $33.6M | 10.12% | 115,979 | Trimmed |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $11.6M | 3.49% | 228,759 | Added |
| 3 | BIL | SPDR SERIES TRUST | $7.8M | 2.36% | 85,499 | Trimmed |
| 4 | SPLG | SPDR SERIES TRUST | $5.2M | 1.57% | 59,104 | Trimmed |
| 5 | SPTM | SPDR SERIES TRUST | $5.2M | 1.56% | 56,993 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $4.9M | 1.46% | 13,572 | Added |
| 7 | LDUR | PIMCO ETF TR | $4.5M | 1.35% | 46,974 | Added |
| 8 | VFLO | VICTORY PORTFOLIOS II | $4.4M | 1.34% | 97,216 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $4.4M | 1.32% | 21,913 | Added |
| 10 | PYLD | PIMCO ETF TR | $4.2M | 1.26% | 157,121 | Added |
| 11 | IBRX | IMMUNITYBIO INC | $3.9M | 1.18% | 446,000 | New |
| 12 | TMSL | T ROWE PRICE EXCHANGE-TRADED | $3.7M | 1.11% | 84,145 | Trimmed |
| 13 | EEM | ISHARES TR | $3.3M | 0.98% | 47,529 | Added |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.1M | 0.94% | 6,552 | Added |
| 15 | ROE | EA SERIES TRUST | $2.7M | 0.83% | 64,325 | Trimmed |
| 16 | CAT | CATERPILLAR INC | $2.7M | 0.81% | 2,532 | Added |
| 17 | MRK | MERCK & CO INC | $2.5M | 0.76% | 19,689 | Added |
| 18 | MSFT | MICROSOFT CORP | $2.5M | 0.75% | 6,678 | Trimmed |
| 19 | GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.75% | 2,472 | Added |
| 20 | CAH | CARDINAL HEALTH INC | $2.4M | 0.73% | 10,131 | Added |
| 21 | XLK | SELECT SECTOR SPDR TR | $2.3M | 0.70% | 12,120 | Trimmed |
| 22 | C | CITIGROUP INC | $2.2M | 0.67% | 15,985 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $2.2M | 0.65% | 6,630 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $2.2M | 0.65% | 9,105 | Added |
| 25 | CVS | CVS HEALTH CORP | $2.0M | 0.62% | 19,811 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30