Legacy CG, LLC - Portfolio Stock Holdings

Legacy CG, LLC disclosed 56 stock positions in a recent SEC 13F filing. $396,778,663 of stock holdings were filed, with the largest holdings including JPST, BBEU, and HEGD. This filing represented positions held on Sept. 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.