1y return+16.5%S&P 500 +20.9%
3y return+49.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $156 against $182 in the S&P 500.2
Legacy Capital Group California, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $33.6M | 10.1% | |
| JPSTJ P Morgan Exchange Traded F | $11.6M | 3.5% | +609.6% |
| BILSpdr Series Trust | $7.8M | 2.4% | −7.8% |
| SPYMSpdr Series Trust | $5.2M | 1.6% | −7.1% |
| SPTMSpdr Series Trust | $5.2M | 1.6% | −7.3% |
| GOOGLAlphabet Inc | $4.9M | 1.5% | +33.3% |
| LDURPimco Etf Tr | $4.5M | 1.4% | +8.0% |
| VFLOVictory Portfolios II | $4.4M | 1.3% | −10.1% |
| NVDANvidia Corporation | $4.4M | 1.3% | +39.6% |
| PYLDPimco Etf Tr | $4.2M | 1.3% | +7.7% |
| IBRXImmunitybio Inc | $3.9M | 1.2% | New |
| TMSLT Rowe Price Exchange-traded | $3.7M | 1.1% | −4.2% |
| EEMIshares Tr | $3.3M | 1.0% | +47.8% |
| TSMTaiwan Semiconductor Manufac | $3.1M | 0.9% | +4.9% |
| ROEEa Series Trust | $2.7M | 0.8% | −12.9% |
| CATCaterpillar Inc | $2.7M | 0.8% | +122.9% |
| MRKMerck & Co Inc | $2.5M | 0.8% | +84.3% |
| GSGoldman Sachs Group Inc | $2.5M | 0.8% | +95.1% |
| MSFTMicrosoft Corp | $2.5M | 0.8% | −2.0% |
| CAHCardinal Health Inc | $2.4M | 0.7% | +2.9% |
| XLKSelect Sector Spdr Tr | $2.3M | 0.7% | −16.1% |
| CCitigroup Inc | $2.2M | 0.7% | −20.4% |
| JPMJpmorgan Chase & Co | $2.2M | 0.7% | −2.1% |
| AMZNAmazon Com Inc | $2.2M | 0.7% | +80.7% |
| CVSCvs Health Corp | $2.0M | 0.6% | −2.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | March 31, 2023 | +1359.5% | $1.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $1.7M |
| TSMTaiwan Semiconductor Manufac | June 30, 2023 | +373.2% | $3.1M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $4.4M |
| CATCaterpillar Inc | March 31, 2023 | +365.3% | $2.7M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $4.9M |
| CAHCardinal Health Inc | March 31, 2023 | +214.6% | $2.4M |
| GSGoldman Sachs Group Inc | March 31, 2023 | +209.2% | $2.5M |
| Asml Hldg NvCUSIP N07059210 | March 31, 2025 | +200.2% | $1.8M |
| CCitigroup Inc | March 31, 2023 | +198.5% | $2.2M |
Sold off last quarter
- MRVLMarvell Technology Inc was $1.1M
- EWSIshares Inc was $1.1M
- PDDPdd Holdings Inc was $963K
- PLTRPalantir Technologies Inc was $949K
- SYKStryker Corporation was $890K
- CTSHCognizant Technology Solutio was $864K
- ZSZscaler Inc was $605K
- CORCencora Inc was $564K
- CTASCintas Corp was $527K
- UAEIshares Tr was $516K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +2.2% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legacy Capital Group California, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1977092&type=13F-HR&dateb=&owner=include&count=40CIK 1977092
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1977092/000176538026000239/Filed July 29, 2026 · accession 0001765380-26-000239