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Legacy CG, LLC - Portfolio Stock Holdings

Legacy CG, LLC disclosed 52 stock positions in a recent SEC 13F filing. $390,610,428 of stock holdings were filed, with the largest holdings including BBEU, HEGD, and BKGI. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $378,648,551 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

52

Est. Stock Holding Value:

$390,610,428

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Legacy CG, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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