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Home > Institutional Investor > Legacy Capital Group California, Inc. > Profile

Instuitional Investor - Legacy Capital Group California, Inc.

Fund Profile
Filing Period:
Fund Name: Legacy Capital Group California, Inc.
Portfolio Value $412,707,976
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 126,709 $34,447,076 8.35%
2.
Nvidia Corp
 NVDA 101,991 $19,021,329 4.61%
3.
Rubrik Inc.
 RBRK 181,095 $13,850,146 3.36%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 235,521 $11,915,007 2.89%
5.
Spdr Series Trust
 86,023 $7,860,782 1.9%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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