Legacy Capital Group California, Inc. - Portfolio overview

Legacy Capital Group California, Inc. has 381 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.23%
2. RBRK - RUBRIK INC., 4.15%
3. BIL - SPDR SERIES TRUST, 2.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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