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 9 of 16
464288588
Shares:5.5K
Value:$515.3K
81369Y704
Shares:3.8K
Value:$498.9K
464287184
Shares:13.7K
Value:$490.1K
464289842
Shares:10.4K
Value:$455.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
44.7K | QoQ NEW(+44.7K) | All Managers (Combined) | $519.5K | QoQ NEW(+$519.5K) | |
4.6K | All Managers (Combined) | $517.2K | |||
REVVITY, INC.(RVTYcusip714046109) | 4.9K | QoQ -1.01% (-50)YoY NEW(+4.9K) | All Managers (Combined) | $516.0K | YoY NEW(+$516.0K) |
(cusip464288588)✕ | 5.5K | All Managers (Combined) | $515.3K | ||
7.5K | QoQ -1.27% (-97)YoY -7.63% (-620) | All Managers (Combined) | $507.8K | ||
4.6K | QoQ -0.57% (-27)YoY NEW(+4.6K) | All Managers (Combined) | $507.2K | YoY NEW(+$507.2K) | |
2.4K | QoQ -1.87% (-45)YoY NEW(+2.4K) | All Managers (Combined) | $505.9K | YoY NEW(+$505.9K) | |
1.1K | QoQ +3.79% (-41) | All Managers (Combined) | $500.8K | ||
(cusip81369Y704)✕ | 3.8K | YoY NEW(+3.8K) | All Managers (Combined) | $498.9K | YoY NEW(+$498.9K) |
6.9K | QoQ -1.69% (-119)YoY NEW(+6.9K) | All Managers (Combined) | $495.1K | YoY NEW(+$495.1K) | |
(cusip464287184)✕ | 13.7K | QoQ +3.49% (+462)YoY NEW(+13.7K) | All Managers (Combined) | $490.1K | YoY NEW(+$490.1K) |
CHEVRON CORP(CVXcusip166764100) | 2.9K | QoQ -0.58% (-17)YoY -4.71% (-144) | All Managers (Combined) | $486.5K | |
Samsara Inc.(IOTcusip79589L106) | 12.6K | QoQ -2.99% (-390)YoY -3.54% (-464) | All Managers (Combined) | $483.4K | |
5.1K | All Managers (Combined) | $473.1K | |||
12.3K | YoY NEW(+12.3K) | All Managers (Combined) | $468.0K | YoY NEW(+$468.0K) | |
3.6K | QoQ -0.85% (-31)YoY -3.68% (-138) | All Managers (Combined) | $462.3K | ||
(cusip464289842)✕ | 10.4K | QoQ +3.86% (+386)YoY NEW(+10.4K) | All Managers (Combined) | $455.2K | YoY NEW(+$455.2K) |
SharkNinja, Inc.(SNcusipG8068L108) | 5.5K | QoQ -2.17% (-121)YoY NEW(+5.5K) | All Managers (Combined) | $454.7K | YoY NEW(+$454.7K) |
XCEL ENERGY INC(XELcusip98389B100) | 6.3K | QoQ NEW(+6.3K) YoY NEW(+6.3K) | All Managers (Combined) | $445.9K | QoQ NEW(+$445.9K) YoY NEW(+$445.9K) |
HASBRO, INC.(HAScusip418056107) | 7.2K | All Managers (Combined) | $444.6K |