Legacy Capital Group California, Inc.
Q2 2025 13F Holdings
- Locationlos gatos, CA
- Num holdings
327
- Value ($000)
$360,956
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $25.90M | 7 % | 126,232 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $16.59M | 5 % | 105,002 | ||
RUBRIK INC. | CL A | 781154109 | $16.23M | 5 % | 181,117 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $16.03M | 4 % | 316,225 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $8.03M | 2 % | 87,555 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.73M | 2 % | 11,526 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $5.46M | 2 % | 75,142 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $5.45M | 2 % | 72,716 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $4.71M | 1 % | 92,867 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $4.56M | 1 % | 171,676 |
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