Legacy Capital Group California, Inc.
•CIK: 1977092•Filing: Q4 2025
**Legacy Capital Group California, Inc.** manages $413M across a diverse portfolio of 336 positions. The fund exhibits significant concentration in technology and semiconductor names, with top holdings including AAPL at $34.4M and NVDA at $19.0M. Further notable allocations include RBRK ($13.9M) and JPST ($11.9M), suggesting a tactical focus on growth sectors. This structure indicates a conviction-driven approach targeting large-cap technology leaders.
Total AUM
$412.7M
QoQ Performance
+5.1%
Positions
292
Top 10 Concentration
31.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL8.3%
NVDA4.6%
RBRK3.4%
JPST2.9%
BIL1.9%
AMD1.8%
SPYM1.4%
SPTM1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.8%
Technology24.8%
Financial4.8%
Healthcare3.3%
Industrial2.3%
Consumer2.1%
Communication1.4%
Materials0.2%
🚪 Exited Positionssold since Q3 2025
+136 more exited positions
Changes from Q3 2025
NEW13 new positions
↑82 increased
↓105 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023