SEC Form 13F · Q2 2026

Legacy Capital Group California, Inc.

Institutional Holdings Report

13F-HRCA
$331.8M
Portfolio Value
299
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Legacy Capital Group California, Inc.
CIK
1977092
Accession No.
0001765380-26-000239
Location
LOS GATOS, CA
Form Type
13F-HR
Portfolio Value
$331.8M
Holdings Reported
299
Reporting Period
Q2 2026
Filed
July 29, 2026

About this Filing

Legacy Capital Group California, Inc. is an institutional investment manager based in LOS GATOS, CA reporting approximately $331.8M in 13(f) securities across 299 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.