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  Name: Legacy Capital Group California Inc.
  City: LOS GATOS
  State: CA
  Zip: 95030
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $287,114,000
  Total Value Change : $-40,899,000
  Securities Held Change : -25
   
All Securities Held : 306
  New Positions : 33
  Closed Positions : 61
  Increased Positions : 128
  Unchanged Positions : 6
  Decreased Positions : 139

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAPL)1 Year Chart         AAPL Apple Inc 1 - $213.55 $28,603,000 128,768 9.96% -3,342,000 1,203 0.001    Personal Computers
   (RBRK)1 Year Chart         RBRK Rubrik, Inc. 2 - $89.08 $11,045,000 181,117 3.85% -793,000 0 0.326    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 3 - $0.00 $11,018,000 217,612 3.84% -5,937,000 -118,990 0.024    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 4 - $159.34 $9,642,000 88,962 3.36% -4,891,000 -19,261 0    Semiconductor - Speci...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 5 - $0.00 $6,212,000 67,722 2.16% 525,000 5,525 0.008    Closed - End Fund - E...
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 6 - $75.89 $5,247,000 77,144 1.83% -183,000 1,124 0.08    Closed - End Fund - E...
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 7 - $0.00 $4,800,000 94,657 1.67% 45,000 882 0.011    N/A
   (PYLD)1 Year Chart         PYLD Pimco Multisector Bond Acti... 8 - $26.38 $4,673,000 177,349 1.63% 1,349,000 49,090 0.197    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 9 - $73.57 $4,141,000 62,979 1.44% -262,000 -889 0.007    Closed - End Fund - E...
   (VFLO)1 Year Chart         VFLO Victoryshares Free Cash Flo... 10 - $0.00 $3,858,000 112,532 1.34% 763,000 21,753 0.125    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 11 - $498.84 $3,704,000 9,866 1.29% -414,000 95 0    Application Software
   (FSK)1 Year Chart         FSK Fs Kkr Capital Inc 12 - $4.20 $3,654,000 174,429 1.27% 52,000 8,607 0.141    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 13 - $80.93 $2,851,000 31,758 0.99% -160,000 1,486 0.001    Drug Manufacturers - ...
   (ROE)1 Year Chart         ROE Astoria Us Quality Kings Etf 14 - $0.00 $2,675,000 91,400 0.93% 745,000 27,920 1.016    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 15 - $296.00 $2,436,000 9,931 0.85% 25,000 -125 0    Domestic Money Center...
   (DIS)1 Year Chart         DIS Walt Disney Co 16 - $124.00 $2,344,000 23,749 0.82% 531,000 7,465 0.001    Entertainment - Diver...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 17 - $156.01 $2,289,000 13,805 0.8% 327,000 239 0.001    Drug Manufacturers - ...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 18 - $179.53 $2,272,000 14,691 0.79% -422,000 461 0    Search Engines & Info...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 19 - $60.24 $2,085,000 23,750 0.73% 251,000 3,454 0.001    Discount, Variety Stores
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 20 - $41.80 $2,066,000 49,374 0.72% 241,000 4,509 0.008    N/A
   (LONZ)1 Year Chart         LONZ Pimco Senior Loan Active Ex... 21 - $0.00 $1,986,000 39,420 0.69% -604,000 -11,267 0.088    N/A
   (RTX)1 Year Chart         RTX RTX Corp 22 - $101.02 $1,909,000 14,414 0.66% 105,000 -1,179 0.001    Conglomerates
   (C)1 Year Chart         C Citigroup Inc 23 - $88.72 $1,831,000 25,786 0.64% 735,000 10,213 0.001    Domestic Money Center...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 24 - $162.21 $1,677,000 10,918 0.58% 214,000 1,395 0.001    Communication Equipment
   (BAC)1 Year Chart         BAC Bank of America Corp 25 - $48.93 $1,671,000 40,055 0.58% 653,000 16,886 0    Domestic Money Center...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 26 - $485.00 $1,664,000 3,125 0.58% 367,000 263 0    Property & Casualty I...
   (LDUR)1 Year Chart         LDUR Pimco Low Duration Active E... 27 New $0.00 $1,655,000 17,242 0.58% 1,655,000 17,242 0.025    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 28 - $256.96 $1,602,000 7,757 0.56% 223,000 1,826 0.003    Closed - End Fund - E...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 29 - $98.81 $1,600,000 22,004 0.56% 0 -151 0.002    Semiconductor Equipme...
   (NEM)1 Year Chart         NEM Newmont Mining Corp 30 - $59.90 $1,538,000 31,850 0.54% 1,133,000 20,957 0.004    Gold
   (META)1 Year Chart         META Meta Platforms Inc 32 - $719.01 $1,518,000 2,635 0.53% 4,000 49 0    Internet Service Prov...
   (QQQE)1 Year Chart         QQQE Direxion Nasdaq 100 Equal W... 31 - $99.45 $1,518,000 17,409 0.53% -27,000 193 0.039    N/A
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 33 - $92.43 $1,449,000 17,271 0.5% 160,000 488 0.002    Domestic Money Center...
   (MSI)1 Year Chart         MSI Motorola Inc 34 - $424.84 $1,395,000 3,186 0.49% 694,000 1,669 0.002    Communication Equipment
   (GOOG)1 Year Chart         GOOG Alphabet Inc 35 - $180.55 $1,306,000 8,361 0.45% -310,000 -124 0    Search Engines & Info...
   (UL)1 Year Chart         UL Unilever Plc (ADR) 36 - $61.37 $1,270,000 21,326 0.44% 140,000 1,394 0.002    Food - Major Diversified
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 37 - $379.31 $1,248,000 3,255 0.43% 151,000 789 0.001    Application Software
   (MDT)1 Year Chart         MDT Medtronic Plc 38 - $88.39 $1,241,000 13,812 0.43% 182,000 553 0.001    Medical Appliances & ...
   (CTA)1 Year Chart         CTA Simplify Managed Futures St... 39 - $0.00 $1,229,000 41,531 0.43% -863,000 -33,474 0.046    N/A
   (GLW)1 Year Chart         GLW Corning Inc 40 - $53.04 $1,225,000 26,763 0.43% -59,000 -252 0.004    Communication Equipment
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 41 - $172.60 $1,174,000 8,193 0.41% -299,000 -116 0.002    REIT - Diversified
   (NFLX)1 Year Chart         NFLX Netflix Inc 42 - $1,297.18 $1,167,000 1,251 0.41% -1,474,000 -1,712 0    Music & Video Stores
   (UBS)1 Year Chart         UBS UBS AG (USA) 43 - $34.88 $1,160,000 37,877 0.4% -58,000 -2,287 0.001    Foreign Money Center ...
   (DBMF)1 Year Chart         DBMF Im Dbi Managed Futures Stra... 44 - $25.77 $1,129,000 44,703 0.39% -791,000 -28,690 0.05    N/A
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 45 - $291.84 $1,115,000 3,780 0.39% 8,000 -37 0.002    Diversified Chemicals
   (GD)1 Year Chart         GD General Dynamics Corp 46 - $294.76 $1,114,000 4,086 0.39% 70,000 122 0.001    Aerospace/Defense - M...
   (TMSL)1 Year Chart         TMSL T Rowe Price Small-mid Cap Etf 47 - $0.00 $1,099,000 36,042 0.38% -34,000 898 0.4    N/A
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 48 - $52.98 $1,094,000 20,821 0.38% 354,000 6,450 0.003    Closed - End Fund - E...
   (AFL)1 Year Chart         AFL AFLAC Inc 49 - $104.57 $1,083,000 9,738 0.38% 105,000 284 0.001    Life & Health Insurance
   (DE)1 Year Chart         DE Deere & Co 50 - $520.97 $1,053,000 2,244 0.37% 93,000 -21 0.001    Farm & Construction M...
   (HWM)1 Year Chart         HWM Howmet Aerospace Inc 51 - $181.06 $1,050,000 8,092 0.37% 122,000 -389 0.002    Aluminum
   (ORCL)1 Year Chart         ORCL Oracle Corp 52 - $237.32 $1,046,000 7,485 0.36% -198,000 23 0    Application Software
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 53 - $67.43 $1,023,000 15,101 0.36% 339,000 -133 0.001    Drug Stores
   (TPR)1 Year Chart         TPR Tapestry Inc 54 - $90.20 $1,022,000 14,522 0.36% -118,000 -2,927 0.005    Textile - Apparel Foo...
   (SPOT)1 Year Chart         SPOT Spotify Technology SA 55 - $725.05 $1,016,000 1,847 0.35% -2,168,000 -5,269 0.001    N/A
   (EWI)1 Year Chart         EWI iShares MSCI-Italy 56 - $48.21 $1,015,000 23,987 0.35% 177,000 679 0.142    Closed - End Fund - E...
   (AMGN)1 Year Chart         AMGN Amgen Inc 57 - $298.24 $1,009,000 3,239 0.35% 159,000 -24 0.001    Biotechnology
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 58 - $240.75 $1,007,000 3,774 0.35% 170,000 -18 0    Wireless Communications
   (IBM)1 Year Chart         IBM International Business Mach... 59 - $291.97 $1,004,000 4,038 0.35% 108,000 -40 0    Diversified Computer ...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 60 - $69.17 $992,000 14,280 0.35% 433,000 7,778 0.001    Drug Manufacturers - ...
   (EWG)1 Year Chart         EWG iShares MSCI-Germany 61 - $42.21 $991,000 26,725 0.35% 198,000 1,815 0.003    Closed - End Fund - E...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 62 - $234.80 $964,000 5,806 0.34% -104,000 398 0    Semiconductor - Integ...
   (APH)1 Year Chart         APH Amphenol Corp 63 - $99.46 $962,000 14,660 0.34% -28,000 412 0.001    Diversified Electronics
   (MCO)1 Year Chart         MCO Moodys Corp 64 New $505.06 $944,000 2,027 0.33% 944,000 2,027 0.007    Business Services
   (NLOK)1 Year Chart         NLOK Nortonlifelock Ord Shs 65 - $0.00 $944,000 35,577 0.33% -39,000 -328 0    N/A
   (CBOE)1 Year Chart         CBOE Cboe Holdings, Inc. 66 - $0.00 $942,000 4,165 0.33% 124,000 -23 0.004    Diversified Investments
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 67 - $429.33 $940,000 1,890 0.33% -48,000 -9 0    Medical Laboratories ...
   (DINO)1 Year Chart         DINO Hf Sinclair Corp 68 - $44.16 $921,000 28,015 0.32% 100,000 4,604 0.013    N/A
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 69 - $69.37 $917,000 14,856 0.32% -39,000 -1,297 0    Networking & Communic...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 70 - $89.52 $916,000 11,205 0.32% -69,000 -1,817 0.002    Closed - End Fund - E...
   (EZU)1 Year Chart         EZU iShares MSCI-EMU 71 - $0.00 $914,000 17,159 0.32% 133,000 613 0.011    Closed - End Fund - E...
   (EWU)1 Year Chart         EWU iShares United Kingdom Index 73 - $39.82 $911,000 24,302 0.32% 119,000 930 0    Closed - End Fund - E...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 72 - $53.19 $911,000 18,295 0.32% 233,000 4,275 0.027    Closed - End Fund - E...
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 74 - $43.40 $906,000 23,119 0.32% -89,000 -413 0.003    Domestic Regional Banks
   (INTU)1 Year Chart         INTU Intuit Inc 75 - $780.64 $896,000 1,460 0.31% -27,000 -9 0.001    Application Software
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 76 - $196.57 $893,000 5,078 0.31% -106,000 -100 0.001    Domestic Money Center...
   (EWS)1 Year Chart         EWS iShares Singapore Index Fund 77 New $25.88 $891,000 37,480 0.31% 891,000 37,480 0.137    Closed - End Fund - E...
   (EWD)1 Year Chart         EWD iShares Sweden Index Fund 78 - $45.62 $884,000 21,002 0.31% 130,000 792 0.231    Closed - End Fund - E...
   (CMI)1 Year Chart         CMI Cummins Inc 79 - $331.83 $867,000 2,767 0.3% -108,000 -29 0.002    Diversified Machinery
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 80 - $223.41 $866,000 4,554 0.3% -158,000 -113 0    Internet Software & S...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 81 - $46.92 $860,000 14,096 0.3% 489,000 7,528 0.001    Drug Manufacturers - ...
   (MU)1 Year Chart         MU Micron Technology Inc 82 - $122.29 $859,000 9,881 0.3% 23,000 -54 0.001    Semiconductor - Memor...
   (TEL)1 Year Chart         TEL Te Connectivity Ltd 83 New $147.97 $855,000 6,051 0.3% 855,000 6,051 0.002    Diversified Electronics
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 84 - $48.76 $852,000 19,493 0.3% -98,000 -3,220 0    Closed - End Fund - E...
   (CAT)1 Year Chart         CAT Caterpillar Inc 85 - $397.86 $847,000 2,568 0.3% -597,000 -1,413 0    Farm & Construction M...
   (TAP)1 Year Chart         TAP Molson Coors Brewing Company 86 - $49.44 $837,000 13,756 0.29% 129,000 1,400 0.007    Beverage - Brewers
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 87 - $55.31 $836,000 17,417 0.29% 96,000 2,767 0.003    Food - Major Diversified
   (ALL)1 Year Chart         ALL Allstate Corp 88 - $198.00 $834,000 4,030 0.29% 49,000 -43 0.001    Property & Casualty I...
   (LPLA)1 Year Chart         LPLA LPL Investment Holdings Inc 89 New $384.11 $831,000 2,539 0.29% 831,000 2,539 0.003    Investment Brokerage ...
   (CTAS)1 Year Chart         CTAS Cintas Corp 90 - $219.36 $824,000 4,007 0.29% 71,000 -113 0.001    Business Services
   (MAN)1 Year Chart         MAN Manpower Inc 91 - $44.26 $814,000 14,060 0.28% -4,000 -111 0.024    Staffing & Outsourcin...
   (ABT)1 Year Chart         ABT Abbott Laboratories 92 - $134.44 $812,000 6,125 0.28% 112,000 -68 0    Drug Manufacturers - ...
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 93 - $543.30 $808,000 1,670 0.28% -83,000 -4 0.001    Asset Management
   (OKE)1 Year Chart         OKE ONEOK Inc 94 - $82.14 $803,000 8,092 0.28% 11,000 204 0.002    Gas Utilities
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 95 - $177.81 $784,000 3,026 0.27% -86,000 872 0    Auto Manufacturers
   (JBL)1 Year Chart         JBL Jabil Circuit Inc 96 - $226.01 $770,000 5,662 0.27% -53,000 -56 0.004    Printed Circuit Boards
   (STX)1 Year Chart         STX Seagate Technology 97 - $149.44 $766,000 9,018 0.27% -92,000 -920 0.004    Data Storage Devices
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 98 - $159.18 $765,000 4,647 0.27% 4,000 -23 0.001    Drugs - Generic
   (PRU)1 Year Chart         PRU Prudential Financial Inc 99 - $109.08 $757,000 6,781 0.26% -55,000 -67 0.002    Life & Health Insurance
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 100 - $249.65 $743,000 3,136 0.26% 8,000 3 0.002    Railroads

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