Legacy Capital Group California, Inc.

Q1 2026 13F-HR Holdings

Location
Los Gatos, CA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
277
Total value ($000)
$262,766
Net value change ($000)
-149,942 (-36.3%)
New positions
39
Sold out positions
98
Turnover %
37.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TMSL 1,964 156.4%
MRVL 1,136 NEW
CTA 1,083 NEW
SM 974 NEW
DG 952 NEW
EEM 930 103.8%
CTSH 864 NEW
FIX 832 NEW
APA 830 NEW
TSM 771 57.5%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -16,283 -85.6%
RBRK -13,850 -100.0%
JPST -10,284 -86.3%
AMD -6,474 -87.7%
AAPL -4,914 -14.3%
JAAA -3,659 -80.7%
CEG -3,408 -100.0%
FSK -3,335 -71.8%
SHOP -2,736 -100.0%
GS -2,527 -70.2%
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