SEC Form 13F · Q1 2026

Legacy Capital Group California, Inc.

Institutional Holdings Report

13F-HRCA
$262.8M
Portfolio Value
277
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Legacy Capital Group California, Inc.
CIK
1977092
Accession No.
0001765380-26-000145
Location
LOS GATOS, CA
Form Type
13F-HR
Portfolio Value
$262.8M
Holdings Reported
277
Reporting Period
Q1 2026
Filed
May 4, 2026

About this Filing

Legacy Capital Group California, Inc. is an institutional investment manager based in LOS GATOS, CA reporting approximately $262.8M in 13(f) securities across 277 positions as of Q1 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.