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Lonny Elfenbein

Legacy Capital Group California, Inc.

Assets Managed
$262.766M
Holdings
277
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-36.33%(2Q avg: -15.59%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Capital Group California, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 277 positions.

Assets under management

The assets under management (AUM) of Legacy Capital Group California, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 262.766M in assets, with a quarterly growth rate of -36.33% and a 2-quarter average growth rate of -15.59%. The portfolio is managed by Lonny Elfenbein, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -8.15%
11.24%
$29.533M
116,370 shares@ $253.79 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 7.86%
3.24%
$8.502M
92,779 shares@ $91.65 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -10.76%
1.86%
$4.869M
63,615 shares@ $76.54 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -10.87%
1.85%
$4.859M
61,455 shares@ $79.07 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Increased 2.16%
1.63%
$4.267M
108,082 shares@ $39.48 avg price
LDUR
Pimco Enhanced Low Duration
Recent Activity
Decreased -4.77%
1.59%
$4.167M
43,493 shares@ $95.82 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Decreased -10.66%
1.46%
$3.822M
145,884 shares@ $26.21 avg price
TMSL
T.rowe Prc Small-mid Cap Etf
Recent Activity
Increased 151.04%
1.23%
$3.22M
87,811 shares@ $36.68 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -26.77%
1.12%
$2.929M
10,185 shares@ $287.57 avg price
FLRN
Spdr Bloomberg Investment Gr
Recent Activity
Decreased -9.58%
1.05%
$2.756M
89,545 shares@ $30.79 avg price

1-10 of 277