Legacy-Capital-Group-California
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ENVX", "ARGX", null, "NTR", "AGI.TO", "MOS", null, "NXE", "MU", "ACN", "ABT", "ADBE", "FLG", "APD", "BABA", "APLS", "JLL", null, "ALL", "GOOGL", "AXP", "AEG", "FOLD", "JOE", "ASML", "BLK", "ESAB", "CAT", "AVGO", "LOW", null, "CRTO", null, "COF", "CMI", "PHG", "SOHU", "EOG", "SN", null, "FITB", "GD", "GILD", null, "HD", "BRSP", "CLAR", "INTU", "QCOM", "HSBC", "HMC", "HWM", "AMAT", "META", null, null, null, "LGF-A", "IVW", "UHAL", "TMQ", null, null, null, null, "LRCX", null, "PWR", "MA", "MDT", "MSFT", "MS", "TMUS", "EVR", "FICO", "HAS", "HRL", "NVS", "TEVA", "OMC", "ADM", "AMP", "KR", "ORCL", "OKE", "DOC", "REG", null, null, null, "EEM", "PANW", "PYPL", "PEP", "PNC", null, null, "AAPL", "SPY", "NVDA", "GS", "HPE", "INTC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", "MAN", "LPLA", "AMGN", "PPG", "IOT", "RY", "RELX", null, null, null, null, "SNA", "SHEL", "RTX", "GLD", "STX", "SAP", null, null, null, "AMT", "SPLG", "IBM", "SSNC", "SYK", "SBUX", "ERIC", "TEL", "TPR", "TGT", "TMO", null, "TFC", "TSN", "UBS", "UAL", "UL", "UPS", "NEM", "MET", "DTM", "JBL", null, "IWV", "LPX", null, "AEO", null, "TTE", null, "GT", "GMED", "IWN", null, "TSM", null, null, null, "FSK", "ANF", "GBX", "LITE", "ARE", "GM", "ALB", "AFL", "AXON", "APH", "AMD", "AVB", "FI", "CPAY", "TAP", "IP", "EQR", "DEO", "AJG", "WM", "FSLR", "WCN", "CAH", "GSM", "FDP", null, null, "IRWD", "KW", "KT", "KLIC", "RACE", "NVO", "AMZN", "MSI", "CMS", "IVE", "NWS", null, "DKS", "PDD", "VOO", "V", "VIRT", "VST", "WMT", "WHR", "XEL", "WKC", "ENS", null, "ELAN", "DNN", "CNQ", "GEN", "AEM", null, "JNPR", "NSC", "KIM", "KEY", "NOK", "LBRDK", "MFC", null, "SW", "CRM", "RVTY", "RBRK", "SPOT", null, "DINO", "MELI", "ZBH", "MTH", null, "NTAP", "SYF", "NRG", "FDX", "ADP", "BAC", "OZK", "BCS", "BK", "BRK-B", "BHE", "BRBR", "BJ", null, "BMY", "BTI", "BG", "CHRW", "CCJ", "CCL", "CBOE", "CVX", "CMG", "CTAS", "CSCO", "CIVI", "CFG", "C", "KOF", "CMA", "CMCSA", "CEG", "CPRT", "COST", "GLW", "CVS", "CW", "DE", "DB", "DVN", "DLR", "RSP", "EFA", "MCO", "VOD", "NEE", "NKE", "QQQ", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "TSLA", "NFLX", "PM", "XLK", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 306
- Total Value
- 287105056
- Accession Number
- 0001765380-25-000208
- Form Type
- 13F-HR
- Manager Name
- Legacy-Capital-Group-California
Data Enrichment
85% identified260 identified46 unidentified
Holdings
306 positions
Manager:
Search and click to pin securities to the top
Page 1 of 16
46641Q837
Shares:217.6K
Value:$11.0M
78468R663
Shares:67.7K
Value:$6.2M
78464A805
Shares:77.1K
Value:$5.2M
47103U845
Shares:94.7K
Value:$4.8M
72201R585
Shares:177.3K
Value:$4.7M
92647X830
Shares:112.5K
Value:$3.9M
09789C861
Shares:62.5K
Value:$3.1M
02072L433
Shares:91.4K
Value:$2.7M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 128.8K | All Managers (Combined) | $28.6M | ||
Rubrik, Inc.(RBRKcusip781154109) | 181.1K | QoQ 0.00% (-0)YoY NEW(+181.1K) | All Managers (Combined) | $11.0M | YoY NEW(+$11.0M) |
(cusip46641Q837)✕ | 217.6K | All Managers (Combined) | $11.0M | ||
NVIDIA CORP(NVDAcusip67066G104) | 89.0K | All Managers (Combined) | $9.6M | ||
(cusip78468R663)✕ | 67.7K | All Managers (Combined) | $6.2M | ||
(cusip78464A805)✕ | 77.1K | All Managers (Combined) | $5.2M | ||
(cusip47103U845)✕ | 94.7K | All Managers (Combined) | $4.8M | ||
(cusip72201R585)✕ | 177.3K | All Managers (Combined) | $4.7M | ||
63.0K | All Managers (Combined) | $4.1M | |||
(cusip92647X830)✕ | 112.5K | YoY NEW(+112.5K) | All Managers (Combined) | $3.9M | YoY NEW(+$3.9M) |
MICROSOFT CORP(MSFTcusip594918104) | 9.9K | All Managers (Combined) | $3.7M | ||
174.4K | All Managers (Combined) | $3.7M | |||
(cusip09789C861)✕ | 62.5K | YoY NEW(+62.5K) | All Managers (Combined) | $3.1M | YoY NEW(+$3.1M) |
31.8K | All Managers (Combined) | $2.9M | |||
(cusip02072L433)✕ | 91.4K | YoY NEW(+91.4K) | All Managers (Combined) | $2.7M | YoY NEW(+$2.7M) |
9.9K | All Managers (Combined) | $2.4M | |||
Walt Disney Co(DIScusip254687106) | 23.7K | All Managers (Combined) | $2.3M | ||
13.8K | All Managers (Combined) | $2.3M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 14.7K | QoQ +3.23% (-461)YoY +6.98% (+959) | All Managers (Combined) | $2.3M | |
Walmart Inc.(WMTcusip931142103) | 23.8K | All Managers (Combined) | $2.1M |