Legacy Capital Group California, Inc. - Portfolio Stock Holdings
Legacy Capital Group California, Inc. disclosed 345 stock positions in a recent SEC 13F filing. $334,351,741 of stock holdings were filed, with the largest holdings including AAPL, BIL, and NVDA. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $535,737,470 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
345Est. Stock Holding Value:
$334,351,741Top Stock Holdings By Sector
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Portfolio Stock Holdings - Legacy Capital Group California, Inc.
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Portfolio Options Holdings - Legacy Capital Group California, Inc.
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