Legacy Capital Group California, Inc.

Q2 2026 13F-HR Holdings

Location
Los Gatos, CA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
299
Total value ($000)
$331,753
Net value change ($000)
+68,987 (26.3%)
New positions
55
Sold out positions
35
Turnover %
17.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
JPST 9,937 609.3%
AAPL 4,027 13.6%
IBRX 3,905 NEW
GOOGL 1,921 65.6%
CAT 1,891 234.9%
NBIS 1,848 NEW
RSP 1,698 NEW
VSAT 1,667 NEW
BTSG 1,657 NEW
NVDA 1,647 60.2%
Top Reduces (Value $000, Stocks/ETFs)
FLRN -1,570 -57.0%
MRVL -1,136 -100.0%
EWS -1,132 -100.0%
PDD -963 -100.0%
PLTR -949 -100.0%
SYK -890 -100.0%
CTSH -864 -100.0%
ACN -725 -69.3%
BIL -667 -7.8%
ZS -605 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 237 (0.1% of total reported value)
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