Fund HoldingsLegacy Capital Group California, Inc.

Total Portfolio Value
$262.77M
Total Bought
$32.81M
Total Sold
$183.08M
Net Transaction
-$150.27M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
T ROWE PRICE ETF INC
SMALL MID CAP
087,811+87,81103,2201.23%+3,220
MARVELL TECHNOLOGY INC(MRVL)011,464+11,46401,1360.43%+1,136
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
035,840+35,84001,0830.41%+1,083
SM ENERGY COMPANY(SM)031,237+31,23709740.37%+974
DOLLAR GEN CORP(DG)08,019+8,01909520.36%+952
ISHARES TR032,151+32,15101,8260.69%+1,826
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)014,090+14,09008640.33%+864
COMFORT SYS USA INC(FIX)0603+60308320.32%+832
APA CORPORATION(APA)019,550+19,55008300.32%+830
TAIWAN SEMICONDUCTOR MANUFAC(TSM)06,246+6,24602,1110.80%+2,111
TIDEWATER INC NEW(TDW)08,998+8,99807520.29%+752
SERVICENOW INC(NOW)07,089+7,08907410.28%+741
VEEVA SYS INC(VEEV)04,157+4,15707300.28%+730
DEVON ENERGY CORP NEW(DVN)022,966+22,96601,1560.44%+1,156
ISHARES INC016,942+16,94206500.25%+650
NUTRIEN LTD(NTR)017,705+17,70501,3360.51%+1,336
SPDR SERIES TRUST
ST STR BLO 1 ETF
86,02392,779+6,7567,8618,5023.24%+641
ANTERO RESOURCES CORP(AR)015,106+15,10606410.24%+641
BARRICK MNG CORP(B)015,621+15,62106370.24%+637
PDD HOLDINGS INC(PDD)3,0929,423+6,3313519630.37%+612
ZSCALER INC(ZS)04,309+4,30906050.23%+605
ISHARES INC07,798+7,79805870.22%+587
SUNCOR ENERGY INC NEW(SU)08,106+8,10605360.20%+536
BIOGEN INC(BIIB)02,901+2,90105320.20%+532
FIFTH THIRD BANCORP(FITB)019,890+19,89009240.35%+924
PFIZER INC(PFE)038,519+38,51901,0820.41%+1,082
RTX CORPORATION(RTX)08,955+8,95501,7280.66%+1,728
SLB LIMITED(SLB)08,201+8,20104210.16%+421
NORTHROP GRUMMAN CORP(NOC)0598+59804080.16%+408
KIMBERLY-CLARK CORP(KMB)3,5967,967+4,3713637690.29%+406
ISHARES TR
MSCI USA VALUE
02,759+2,75903920.15%+392
FORD MTR CO(F)032,785+32,78503780.14%+378
FABRINET(FN)0719+71903750.14%+375
PETROLEO BRASILEIRO S A(PBR)017,705+17,70503670.14%+367
STRYKER CORPORATION(SYK)02,709+2,70908900.34%+890
CARNIVAL CORP013,899+13,89903600.14%+360
SAP SE(SAP)02,098+2,09803590.14%+359
CF INDUSTRIES HOLD(CF)02,751+2,75103570.14%+357
CENCORA INC6121,795+1,1832075640.21%+357
MAGNA INTL INC(MGA)06,373+6,37303560.14%+356
CAMECO CORP(CCJ)06,854+6,85407440.28%+744
ASTRAZENECA PLC(AZN)01,781+1,78103510.13%+351
RANGE RES CORP(RRC)07,622+7,62203440.13%+344
GE VERNOVA INC(GEV)0389+38903400.13%+340
TORONTO DOMINION BK ONT(TD)03,567+3,56703330.13%+333
IMPERIAL OIL LTD(IMO)02,508+2,50803280.12%+328
AUTOLIV INC(ALV)03,113+3,11303270.12%+327
AIR PRODUCTS AND CHEMICALS I04,235+4,23501,2300.47%+1,230
TARGET CORP(TGT)05,473+5,47306630.25%+663
CVS HEALTH CORP(CVS)020,260+20,26001,4550.55%+1,455
BANCO SANTANDER SA(SAN)024,845+24,84502800.11%+280
SELECT SECTOR SPDR TR
ST STR ENERG ETF
9,27911,304+2,0254156920.26%+278
DOUBLELINE ETF TRUST
ASSE BA SECS ETF
05,206+5,20602640.10%+264
KROGER CO(KR)09,715+9,71507030.27%+703
MASTEC INC(MTZ)0789+78902540.10%+254
BROADCOM INC(AVGO)03,563+3,56301,1030.42%+1,103
ISHARES TR04,092+4,09202150.08%+215
KULICKE & SOFFA INDS INC(KLIC)013,800+13,80009070.35%+907
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,485+4,48502060.08%+206
ZIMMER BIOMET HOLDINGS INC(ZBH)02,234+2,23402020.08%+202
CORE NATURAL RESOURCES INC(CNR)4,5785,728+1,1504056000.23%+195
TOTALENERGIES SE(TTE)9,9928,997-9956548190.31%+165
AGNICO EAGLE MINES LTD(AEM)03,371+3,37106840.26%+684
ISHARES TR014,773+14,77307860.30%+786
CHEVRON CORPORATION(CVX)04,983+4,98301,0310.39%+1,031
ALLSTATE CORP(ALL)08,074+8,07401,6740.64%+1,674
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
0108,082+108,08204,2671.62%+4,267
HASBRO INC(HAS)07,022+7,02206570.25%+657
ISHARES TR02,917+2,91703460.13%+346
DIGITAL RLTY TR INC(DLR)03,998+3,99807200.27%+720
FREEPORT MCMORAN INC(FCX)3,9464,644+6982002730.10%+73
ABBOTT LABORATORIES07,883+7,88308090.31%+809
JABIL INC(JBL)04,274+4,27401,1350.43%+1,135
NOKIA CORP(NOK)37,06036,188-8722402910.11%+51
HF SINCLAIR CORP(DINO)021,067+21,06701,3140.50%+1,314
EQT CORP(EQT)016,038+16,03801,0210.39%+1,021
OCEANEERING INTL INC(OII)20,19814,627-5,5714855190.20%+33
MERITAGE HOMES CORP(MTH)08,648+8,64805350.20%+535
ISHARES INC026,094+26,09406030.23%+603
ISHARES INC
CORE MSCI EMKT
8,0078,00705385580.21%+20
FRESH DEL MONTE PRODUCE INC(DMC)016,237+16,23706540.25%+654
VERIZON COMMUNICATIONS INC(VZ)015,506+15,50607780.30%+778
INVESCO DB MULTI-SECTOR COMM(DBP)04,061+4,06104470.17%+447
CARPENTER TECHNOLOGY CORP(CRS)01,159+1,15904570.17%+457
ISHARES TR8,5558,609+548548550.33%0
BRIGHTSPIRE CAPITAL INC035,000+35,00001960.07%+196
ROIVANT SCIENCES LTD(ROIV)21,16216,553-4,6094594590.17%-1
INTUIT(INTU)02,210+2,21009550.36%+955
KIMCO REALTY CORP(KIM)018,670+18,67004200.16%+420
ISHARES TR0355+35502320.09%+232
VERTIV HOLDINGS CO(VRT)01,167+1,16702920.11%+292
ARCELORMITTAL SA LUXEMBOURG(MT)07,602+7,60203950.15%+395
ISHARES TR06,652+6,65207520.29%+752
ISHARES INC11,67010,979-6911,2841,2740.48%-10
CANADIAN NAT RES LTD MED TER(CNQ)010,720+10,72005220.20%+522
BRITISH AMERN TOB PLC(BTI)06,782+6,78203970.15%+397
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,0113,097+864664540.17%-12
PIMCO ETF TR
COMMODITY STRAT
06,719+6,71902170.08%+217
US FOODS HLDG CORP(USFD)05,468+5,46805040.19%+504
ARCHER DANIELS MIDLAND CO014,400+14,40001,0470.40%+1,047
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