Fund HoldingsLegacy Capital Group California, Inc.

Total Portfolio Value
$360.96M
Total Bought
$97.08M
Total Sold
$42.67M
Net Transaction
+$54.41M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0105,002+105,002016,5894.60%+16,589
RUBRIK INC.(RBRK)0181,117+181,117016,2264.50%+16,226
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0316,225+316,225016,0264.44%+16,026
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
061,968+61,96803,1190.86%+3,119
PIMCO ETF TR
ENHNCD LW DUR AC
17,24247,302+30,0601,6554,5331.26%+2,878
CONSTELLATION ENERGY CORP(CEG)09,447+9,44703,0490.84%+3,049
INTERNATIONAL BUSINESS MACHS(IBM)4,03812,127+8,0891,0043,5750.99%+2,571
GOLDMAN SACHS GROUP INC(GS)03,750+3,75002,6540.74%+2,654
OKLO INC(OKLO)039,240+39,24002,1970.61%+2,197
ROBINHOOD MKTS INC(HOOD)021,878+21,87802,0480.57%+2,048
MICROSOFT CORP(MSFT)011,526+11,52605,7331.59%+5,733
SPOTIFY TECHNOLOGY S A(SPOT)03,896+3,89602,9900.83%+2,990
JPMORGAN CHASE & CO.(JPM)014,869+14,86904,3111.19%+4,311
SPDR SERIES TRUST
ST STR BLO 1 ETF
67,72287,555+19,8336,2128,0312.23%+1,819
DIGITAL TURBINE INC(APPS)0305,550+305,55001,8030.50%+1,803
AXON ENTERPRISE INC(AXON)02,619+2,61902,1680.60%+2,168
ANGEL OAK FUNDS TRUST
INCOME ETF
085,472+85,47201,7780.49%+1,778
CELSIUS HLDGS INC(CELH)037,272+37,27201,7290.48%+1,729
AMAZON COM INC(AMZN)011,212+11,21202,4600.68%+2,460
CROWDSTRIKE HLDGS INC(CRWD)03,104+3,10401,5810.44%+1,581
CARVANA CO(CVNA)04,549+4,54901,5330.42%+1,533
CAPITAL ONE FINL CORP(COF)08,563+8,56301,8220.50%+1,822
GE AEROSPACE(GE)05,891+5,89101,5160.42%+1,516
SHOPIFY INC(SHOP)012,741+12,74101,4700.41%+1,470
TENET HEALTHCARE CORP(THC)08,273+8,27301,4560.40%+1,456
BOEING CO(BA)06,930+6,93001,4520.40%+1,452
UBER TECHNOLOGIES INC(UBER)015,396+15,39601,4360.40%+1,436
QUANTA SVCS INC04,286+4,28601,6200.45%+1,620
MONSTER BEVERAGE CORP NEW(MNST)022,006+22,00601,3780.38%+1,378
CHEWY INC(CHWY)032,231+32,23101,3740.38%+1,374
UPSTART HLDGS INC(UPST)020,803+20,80301,3460.37%+1,346
PALOMAR HLDGS INC(PLMR)08,590+8,59001,3250.37%+1,325
GRAND CANYON ED INC(LOPE)07,010+7,01001,3250.37%+1,325
SPDR SERIES TRUST
ST STR P500ETF
075,142+75,14205,4621.51%+5,462
DUTCH BROS INC(BROS)019,183+19,18301,3120.36%+1,312
ROOT INC(ROOT)010,220+10,22001,3080.36%+1,308
DUOLINGO INC(DUOL)02,930+2,93001,2010.33%+1,201
ARISTA NETWORKS INC(ANET)08,993+8,99309200.25%+920
HILTON WORLDWIDE HLDGS INC(HLT)03,055+3,05508140.23%+814
ALPHABET INC(GOOG)016,907+16,90702,9800.83%+2,980
LABCORP HOLDINGS INC(LH)02,626+2,62606890.19%+689
ALLSTATE CORP(ALL)07,501+7,50101,5100.42%+1,510
BARCLAYS PLC049,252+49,25209160.25%+916
DANAHER CORPORATION(DHR)03,379+3,37906670.18%+667
US BANCORP DEL(USB)013,162+13,16205960.17%+596
DISNEY WALT CO(DIS)23,74923,412-3372,3442,9030.80%+559
US FOODS HLDG CORP(USFD)07,038+7,03805420.15%+542
ISHARES INC025,470+25,47005060.14%+506
ISHARES TR
MSCI UAE ETF
026,924+26,92405040.14%+504
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
08,773+8,77301,2660.35%+1,266
INTUITIVE SURGICAL INC0910+91004950.14%+495
NETFLIX INC(NFLX)01,239+1,23901,6590.46%+1,659
FS KKR CAP CORP(FSK)0199,187+199,18704,1331.15%+4,133
GLOBAL X FDS05,642+5,64204780.13%+478
INVESCO EXCH TRADED FD TR II06,487+6,48704720.13%+472
META PLATFORMS INC(META)02,676+2,67601,9750.55%+1,975
ORACLE CORP(ORCL)06,823+6,82301,4920.41%+1,492
BRUKER CORP(BRKR)010,664+10,66404390.12%+439
BRISTOL-MYERS SQUIBB CO(BMY)14,09627,795+13,6998601,2870.36%+427
JABIL INC(JBL)05,469+5,46901,1930.33%+1,193
HSBC HLDGS PLC(HSBC)011,242+11,24206830.19%+683
HOWMET AEROSPACE INC(HWM)8,0927,793-2991,0501,4510.40%+401
BROADCOM INC(AVGO)03,954+3,95401,0900.30%+1,090
ISHARES INC17,15922,000+4,8419141,3080.36%+394
CALAVO GROWERS INC014,685+14,68503900.11%+390
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,914+5,91401,3400.37%+1,340
CHEVRON CORP NEW(CVX)06,013+6,01308610.24%+861
VIPSHOP HLDGS LTD(VIPS)024,076+24,07603620.10%+362
ISHARES TR
ULTRA SHORT DUR
06,629+6,62903360.09%+336
SELECT SECTOR SPDR TR
ST STR TECHN ETF
7,7577,605-1521,6021,9260.53%+324
CITIGROUP INC(C)25,78625,099-6871,8312,1360.59%+306
TOTALENERGIES SE(TTE)011,447+11,44707030.19%+703
NEXGEN ENERGY LTD(NXE)076,530+76,53005310.15%+531
NRG ENERGY INC(NRG)7,1636,039-1,1246849700.27%+286
CAMECO CORP(CCJ)010,852+10,85208060.22%+806
ARCELORMITTAL SA LUXEMBOURG(MT)08,481+8,48102680.07%+268
BLACKROCK ETF TRUST II04,910+4,91002590.07%+259
ADVANCED MICRO DEVICES INC(AMD)06,604+6,60409370.26%+937
INTUIT(INTU)01,462+1,46201,1510.32%+1,151
SONY GROUP CORP(SONY)09,523+9,52302480.07%+248
ENBRIDGE INC(ENB)05,384+5,38402440.07%+244
SALESFORCE INC(CRM)03,300+3,30009000.25%+900
ROYAL CARIBBEAN GROUP
COM
0763+76302390.07%+239
PALANTIR TECHNOLOGIES INC(PLTR)4,4654,513+483776150.17%+238
INVESCO DB MULTI-SECTOR COMM(DBP)03,156+3,15602370.07%+237
ISHARES TR05,445+5,44502350.07%+235
ISHARES TR
MSCI USA MMENTM
0970+97002330.06%+233
ALLEGION PLC(ALLE)01,616+1,61602330.06%+233
TAPESTRY INC(TPR)014,261+14,26101,2520.35%+1,252
SPDR INDEX SHS FDS
ST S&P INTL ETF
05,390+5,39002270.06%+227
ISHARES TR03,563+3,56302250.06%+225
ISHARES SILVER TR(SLV)06,827+6,82702240.06%+224
PRIMERICA INC(PRI)0814+81402230.06%+223
CENTRUS ENERGY CORP(LEU)01,197+1,19702190.06%+219
ISHARES TR0346+34602150.06%+215
HF SINCLAIR CORP(DINO)28,01527,611-4049211,1340.31%+213
VERTIV HOLDINGS CO(VRT)01,658+1,65802130.06%+213
VISTRA CORP(VST)02,508+2,50804860.13%+486
CADRE HLDGS INC(CDRE)06,414+6,41402040.06%+204
BANK AMERICA CORP40,05539,602-4531,6711,8740.52%+202
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