Long-term investor
Legacy Capital Group California, Inc. @legacycapitalgroupcalifo
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001977092).
Record
- Tracked since 2025-06-30 (454 days), 384 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +19.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 10.1% · long · since 2025-06-30
- 46641Q837 · 3.5% · long · since 2025-06-30
- 78468R663 · 2.4% · long · since 2025-06-30
- 78464A854 · 1.6% · long · since 2025-06-30
- 78464A805 · 1.6% · long · since 2025-06-30
- GOOGL · 1.5% · long · since 2025-06-30
- 72201R718 · 1.4% · long · since 2025-06-30
- 92647X830 · 1.3% · long · since 2025-06-30
- NVDA · 1.3% · long · since 2025-06-30
- 72201R585 · 1.3% · long · since 2025-06-30
- IBRX · 1.2% · long · since 2026-06-30
- 87283Q826 · 1.1% · long · since 2025-06-30