CIK: 1977092
LEGACY CAPITAL GROUP CALIFORNIA, INC.
Address: 459 MONTEREY AVENUE, SUITE 100, LOS GATOS, CA 95030
α Alpha 0.6400↭ Flow 0.2200Pure Active
369holdings (Q4 2025)
$0.41B13F reported value
+41 NEW+165 INCREASED-100 DECREASED-33 EXITED30 UNCHANGED
Total (Q4 25): $412,707,976
Top Holdings by Value
Position Changes (Q4 vs Q3)
Top 15 Positions ($)
Historical AUM (13F Reported)
$0.27B+$0.07B QoQPortfolio Value History (13F Reported)
Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).
| Quarter | Portfolio Value | QoQ Change | QoQ % |
|---|---|---|---|
| Q4 25 | $0.41B | +$0.02B | +5.1% |
| Q3 25 | $0.39B | +$0.03B | +8.8% |
| Q2 25 | $0.36B | +$0.07B | +25.7% |
| Q1 25 | $0.29B | $-0.04B | -12.5% |
| Q4 24 | $0.33B | +$0.03B | +9.1% |
| Q3 24 | $0.30B | +$0.02B | +8.4% |
| Q2 24 | $0.28B | +$0.01B | +2.3% |
| Q1 24 | $0.27B | +$0.01B | +4.8% |
| Q4 23 | $0.26B | +$0.03B | +11.1% |
| Q3 23 | $0.23B | $-0.01B | -4.2% |
| Q2 23 | $0.24B | +$0.04B | +18.7% |
| Q1 23 | $0.20B | — | — |
QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.
Information for Viewing 13F Reports:
- Name: The name of the company.
- CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
- Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
- Value: The monetary value of the holdings in USD.
- Shares: The number of shares held.
- Share Price: The price of shares at the time of filing.
- Investment: The type of investment.
- % of Portfolio: The percentage that this position represents in the total portfolio.
| Quarter | Period of Report | Holdings | Value | Type | Filling Date | Filling ID |
|---|---|---|---|---|---|---|
| Q4 25 | 31-Dec-2025 | 336 | $412,707,976 | 13F-HR | 28-Jan-2026 | 0001765380-26-000054 |
| Q3 25 | 30-Sep-2025 | 328 | $392,551,319 | 13F-HR | 12-Nov-2025 | 0001765380-25-000482 |
| Q2 25 | 30-Jun-2025 | 327 | $360,955,917 | 13F-HR | 14-Jul-2025 | 0001765380-25-000250 |
| Q1 25 | 31-Mar-2025 | 306 | $287,105,056 | 13F-HR | 9-May-2025 | 0001765380-25-000208 |
| Q4 24 | 31-Dec-2024 | 331 | $328,014,864 | 13F-HR | 3-Feb-2025 | 0001765380-25-000028 |
| Q3 24 | 30-Sep-2024 | 312 | $300,616,680 | 13F-HR | 23-Oct-2024 | 0001765380-24-000397 |
| Q2 24 | 30-Jun-2024 | 307 | $277,347,668 | 13F-HR | 22-Jul-2024 | 0001765380-24-000241 |
| Q1 24 | 31-Mar-2024 | 300 | $270,987,268 | 13F-HR | 7-May-2024 | 0001765380-24-000192 |
| Q4 23 | 31-Dec-2023 | 272 | $258,657,788 | 13F-HR | 8-Feb-2024 | 0001765380-24-000040 |
| Q4 23 | 31-Dec-2023 | 272 | $258,657,788 | 13F-HR/A | 13-Feb-2024 | 0001765380-24-000133 |
| Q3 23 | 30-Sep-2023 | 267 | $232,858,204 | 13F-HR | 6-Nov-2023 | 0001765380-23-000201 |
| Q2 23 | 30-Jun-2023 | 262 | $243,003,250 | 13F-HR | 10-Aug-2023 | 0001765380-23-000170 |
| Q1 23 | 31-Mar-2023 | 238 | $204,731,917 | 13F-HR | 11-May-2023 | 0001765380-23-000119 |