Legacy Capital Group California, Inc.

Q4 2025 13F-HR Holdings

Location
Los Gatos, CA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
336
Total value ($000)
$412,708
Net value change ($000)
+20,157 (5.1%)
New positions
41
Sold out positions
33
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 6,028 445.2%
FLRN 2,803 1167.9%
RKLB 1,935 NEW
AAPL 1,933 5.9%
PLTR 1,870 256.9%
WGS 1,570 NEW
FSK 1,498 47.6%
SOFI 1,347 NEW
REGN 1,325 NEW
LMND 1,301 NEW
Top Reduces (Value $000, Stocks/ETFs)
APPS -1,932 -100.0%
OKLO -1,895 -43.8%
MSFT -1,873 -28.1%
CMDT -1,849 -89.0%
SPOT -1,664 -66.3%
LOPE -1,522 -100.0%
UBER -1,491 -100.0%
AXON -1,481 -79.1%
CHWY -1,290 -100.0%
NVDA -1,163 -5.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type