Titelia

Holdings of Legacy Capital Group California, Inc.

240 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 28.4 % of the equity sleeve

Sector breakdown

  • Technology 23.6 %
  • Financials 9.1 %
  • Health care 6.2 %
  • Industrials 6.0 %
  • Communication 3.7 %
  • Consumer discretionary 3.7 %
  • Materials 2.6 %
  • Consumer staples 1.9 %
  • Energy 1.7 %
  • Funds 0.7 %
  • Utilities 0.6 %
  • Real estate 0.3 %
  • Unattributed 40.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 96.1 %
  • TW 0.9 %
  • GB 0.9 %
  • NL 0.7 %
  • KY 0.4 %
  • LU 0.2 %
  • DK 0.2 %
  • BR 0.2 %
  • KR 0.1 %
  • DE 0.1 %
  • FI 0.1 %
  • ES 0.1 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US223233.4M $96.12 %
2TW12.1M $0.87 %
3GB32.1M $0.87 %
4NL41.6M $0.66 %
5KY1962.8K $0.40 %
6LU1395.2K $0.16 %
7DK1370.9K $0.15 %
8BR1367.4K $0.15 %
9KR1361.7K $0.15 %
10DE1359.2K $0.15 %
11FI1291K $0.12 %
12ES1280.3K $0.12 %

Positions

RankCompanySharesValueWeight
201Autoliv Inc 3,113327.4K $
202Virtu Financial Inc 7,393325.1K $
203Vistra Corp 2,150323.2K $
204Vanguard S&P 500 ETF 529316.2K $
205eBay Inc 3,453314.3K $
206Medpace Holdings Inc 653313.6K $
207iShares MSCI USA Momentum Factor ETF 1,287308.9K $
208Starbucks Corp 3,334298.7K $
209Elanco Animal Health Inc 12,480298.6K $
210Vertiv Holdings Co 1,167292.4K $
211Alibaba Group Holding Ltd 2,323291.4K $
212EnerSys 1,676291.2K $
213Nokia Oyj 36,188291K $
214Banco Santander SA 24,845280.3K $
215BlackRock ETF Trust II 5,383279.5K $
216Celanese Corp 4,242279K $
217United Airlines Holdings Inc 2,977274.1K $
218Cohu Inc 8,944273.9K $
219Freeport-McMoRan Inc 4,644273K $
220Tenet Healthcare Corp 1,418267.6K $
221EOG Resources Inc 1,831264.7K $
222ING Groep NV 9,863256.9K $
223Intel Corp 5,781255.1K $
224MasTec Inc 789253.9K $
225Lumentum Holdings Inc 338237.5K $
226Globus Medical Inc 2,754237.3K $
227FS Specialty Lending Fund 18,618232.9K $
228iShares Core S&P 500 ETF 355232K $
229Deckers Outdoor Corp 2,216221.8K $
230HDFC Bank Ltd 8,883221K $
231PIMCO FUNDS 6,719216.8K $
232iShares Trust 4,092215.1K $
233NetApp Inc 2,056210.5K $
234First Solar Inc 1,065210.1K $
235Alcoa Corp 3,113206.5K $
236State Street Utilities Select Sector SPDR ETF 4,485205.8K $
237Zimmer Biomet Holdings Inc 2,234202K $
238Benchmark Electronics Inc 3,582200.8K $
239Procter & Gamble Co/The 1,387200.3K $
240BrightSpire Capital Inc 35,000196K $