13F Filings History of Legacy Capital Group California, Inc.

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$412,707,976
Signature - Title
Lonny Elfenbein - Chief Compliance Officer
Location
Los Gatos, CA
Summary
This page shows a list of all the recent 13F filings made by Legacy Capital Group California, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Capital Group California, Inc. reported 336 stock holdings with total value $412,707,976 as of Q4 2025. Top holdings included AAPL, NVDA, RBRK, JPST, and BIL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 336 $412,707,976 +$50,171,022 -$38,626,031 +$11,544,991 AAPL, NVDA, RBRK, JPST, BIL 13F-HR 28 Jan 2026, 13:16
Q3 2025 328 $392,551,319 +$35,913,665 -$32,467,930 +$3,445,735 AAPL, NVDA, RBRK, JPST, BIL 13F-HR 12 Nov 2025, 12:39
Q2 2025 327 $360,955,917 +$83,678,777 -$34,770,116 +$48,908,661 AAPL, NVDA, RBRK, JPST, BIL 13F-HR 14 Jul 2025, 13:01
Q1 2025 306 $287,105,056 +$33,935,394 -$63,635,100 -$29,699,706 AAPL, RBRK, JPST, NVDA, BIL 13F-HR 09 May 2025, 15:09
Q4 2024 331 $328,014,864 +$64,675,815 -$44,034,636 +$20,641,179 AAPL, JPST, NVDA, RBRK, BIL 13F-HR 03 Feb 2025, 12:23
Q3 2024 312 $300,616,680 +$57,786,303 -$47,013,975 +$10,772,328 AAPL, JPST, MSFT, BIL, FLRN 13F-HR 23 Oct 2024, 13:08
Q2 2024 307 $277,347,668 +$38,156,353 -$34,861,357 +$3,294,996 AAPL, JPST, MSFT, BIL, JAAA 13F-HR 22 Jul 2024, 14:00
Q1 2024 300 $270,987,268 +$44,033,676 -$43,939,451 +$94,225 AAPL, JPST, MSFT, JAAA, FLRN 13F-HR 07 May 2024, 16:06
Q4 2023 272 $258,657,788 +$52,275,061 -$47,144,341 +$5,130,720 AAPL, JPST, BIL, MSFT, JAAA Restatement 13 Feb 2024, 16:13
Q3 2023 267 $232,858,204 +$33,106,006 -$34,148,666 -$1,042,660 AAPL, JPST, BIL, JAAA, FLRN 13F-HR 06 Nov 2023, 12:26
Q2 2023 262 $243,003,250 +$76,937,811 -$45,100,863 +$31,836,948 AAPL, JPST, BIL, SPY, JAAA 13F-HR 10 Aug 2023, 11:18
Q1 2023 238 $204,731,917 $0 $0 $0 AAPL, BIL, JAAA, FLRN, SPSB 13F-HR 11 May 2023, 09:45