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Home > Institutional Investor > Legacy Capital Group California, Inc. > Profile

Instuitional Investor - Legacy Capital Group California, Inc.

Fund Profile
Filing Period:
Fund Name: Legacy Capital Group California, Inc.
Portfolio Value $328,014,864
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 127,565 $31,944,948 9.73%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 336,602 $16,954,643 5.16%
3.
Nvidia Corp
 NVDA 108,223 $14,533,276 4.43%
4.
Rubrik Inc.
 181,117 $11,837,807 3.6%
5.
Spdr Ser Tr
 62,197 $5,686,672 1.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)