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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Legacy Capital Group California, Inc.

Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001765380-23-000170

Total Value
$243.0M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL98,928$19.2M7.90%
2J P MORGAN EXCHANGE TRADED F46641Q837205,237$10.3M4.23%
3SPDR SER TR78468R66395,905$8.8M3.62%
4SPDR S&P 500 ETF TRSPY12,483$5.5M2.28%
5JANUS DETROIT STR TR47103U845105,860$5.3M2.17%
6SPDR SER TR78468R200155,067$4.8M1.96%
7SPDR SER TR78464A85482,449$4.3M1.77%
8MICROSOFT CORPMSFT12,256$4.2M1.72%
9SPDR SER TR78464A474134,336$4.0M1.63%
10SPDR SER TR78464A80571,704$3.9M1.61%
11FS KKR CAP CORPFSK174,999$3.4M1.38%
12SPDR SER TR78468R80423,601$3.3M1.37%
13MERCK & CO INCMRK27,218$3.1M1.29%
14ISHARES TR46428746540,414$2.9M1.21%
15GOLDMAN SACHS ETF TRNVGLF27,700$2.8M1.14%
16TESLA INCTSLA7,987$2.1M0.86%
17INVESCO EXCHANGE TRADED FD TIVZ13,492$2.0M0.83%
18ADOBE SYSTEMS INCORPORATEDADBE3,898$1.9M0.78%
19ULTA BEAUTY INCULTA3,968$1.9M0.77%
20VICTORY PORTFOLIOS II92647N53536,951$1.8M0.74%
21META PLATFORMS INCMETA6,135$1.8M0.72%
22ISHARES TR46428740810,597$1.7M0.70%
23NETFLIX INCNFLX3,797$1.7M0.69%
24NVIDIA CORPORATIONNVDA3,832$1.6M0.67%
25C3 AI INCAI43,113$1.6M0.65%
26ISHARES INC46434G76429,200$1.5M0.62%
27ISHARES TR46428863829,071$1.5M0.60%
28CVS HEALTH CORPCVS20,231$1.4M0.58%
29EXACT SCIENCES CORP30063P10514,707$1.4M0.57%
30ISHARES TR46428864627,428$1.4M0.57%
31T-MOBILE US INCTMUSZ9,773$1.4M0.56%
32MASTERCARD INCORPORATEDMA3,404$1.3M0.55%
33M/I HOMES INCMHO14,992$1.3M0.54%
34ADVANCED MICRO DEVICES INCAMD11,062$1.3M0.52%
35SAMSARA INCIOT45,124$1.3M0.51%
36CARDINAL HEALTH INCCAH13,102$1.2M0.51%
37KB HOMEKBH23,760$1.2M0.51%
38SPOTIFY TECHNOLOGY S ASPOT7,619$1.2M0.50%
39JPMORGAN CHASE & COVYLD8,262$1.2M0.49%
40E L F BEAUTY INCELF10,410$1.2M0.49%
41UPSTART HLDGS INCUPST33,159$1.2M0.49%
42ISHARES TR46434V87822,214$1.1M0.46%
43ALPHABET INCGOOG9,288$1.1M0.46%
44WALMART INCWMT7,065$1.1M0.46%
45LENNAR CORPLEN-B8,807$1.1M0.45%
46BP PLCBPPFF31,034$1.1M0.45%
47DECKERS OUTDOOR CORPDECK2,019$1.1M0.44%
48BOEING COBA-PA4,919$1.0M0.43%
49JOHNSON & JOHNSONJNJ6,255$1.0M0.43%
50CORNING INCGLW29,298$1.0M0.42%
51EATON CORP PLCETN5,069$1.0M0.42%
52YUM BRANDS INCYUM7,264$1.0M0.41%
53THE CIGNA GROUP1255231003,586$1.0M0.41%
54CISCO SYS INCCSCO19,436$1.0M0.41%
55INTERCONTINENTAL HOTELS GROU45857P80614,259$1.0M0.41%
56DEERE & CODE2,474$1.0M0.41%
57LULULEMON ATHLETICA INCLULU2,615$989,7780.41%
58CHUBB LIMITEDCB5,139$989,5660.41%
59SALESFORCE INCCRM4,661$984,6830.41%
60DOLBY LABORATORIES INCDLB11,736$982,0680.40%
61ALIGN TECHNOLOGY INCALGN2,758$975,3390.40%
62THE TRADE DESK INC88339J10512,626$974,9800.40%
63ALIBABA GROUP HLDG LTDBBAAY11,693$974,6120.40%
64TOTALENERGIES SETTE16,395$945,0080.39%
65MCKESSON CORPMCK2,199$939,6550.39%
66CSX CORPCSX27,487$937,3070.39%
67DISNEY WALT CO25468710610,434$931,5480.38%
68LANTHEUS HLDGS INCLNTH11,087$930,4210.38%
69PINNACLE WEST CAP CORPPNW11,222$914,1440.38%
70QUALCOMM INCQCOM7,625$907,6800.37%
71AIR PRODS & CHEMS INCAIIR3,028$906,9770.37%
72CATERPILLAR INCCAT3,675$904,2340.37%
73ALTRIA GROUP INCMO19,025$861,8210.35%
74KULICKE & SOFFA INDS INC50124210114,412$856,7930.35%
75UBS GROUP AGUBS41,967$850,6710.35%
76UNITEDHEALTH GROUP INCUNH1,767$849,2910.35%
77ISHARES TR4642876306,021$847,8260.35%
78HIMS & HERS HEALTH INCHIMS89,754$843,6880.35%
79OMNICOM GROUP INCOMC8,803$837,6050.34%
80LAM RESEARCH CORPLRCX1,294$831,8610.34%
81M D C HLDGS INC55267610817,633$824,6950.34%
82RAYTHEON TECHNOLOGIES CORPRTX8,233$806,5050.33%
83GENERAL DYNAMICS CORPGD3,701$796,2700.33%
84TERRAN ORBITAL CORPORATION88105P103523,292$784,9380.32%
85ISHARES TR4642885888,364$780,0690.32%
86CROCS INCCROX6,872$772,6880.32%
87NORFOLK SOUTHN CORP6558441083,394$769,6230.32%
88ARCHER DANIELS MIDLAND COADM10,114$764,2140.31%
89MEDTRONIC PLCMDT8,645$761,6250.31%
90BROADCOM INCAVGO871$755,5320.31%
91FIRST TR EXCHANGE-TRADED FD33738D30916,512$747,9940.31%
92CUMMINS INCCMI3,049$747,4930.31%
93INTUITINTU1,625$744,4440.31%
94ABBOTT LABSABLZF6,791$740,3550.30%
95HEWLETT PACKARD ENTERPRISE CHPE-PC43,616$732,7490.30%
96ISHARES INC46428674915,489$715,7470.29%
97ORACLE CORPORCL-PD5,994$713,8250.29%
98JABIL INCJBL6,598$712,1220.29%
99LOCKHEED MARTIN CORPLMT1,538$708,0640.29%
100EXXON MOBIL CORPXOM6,517$698,9480.29%
101ISHARES INC46428670717,964$692,1530.28%
102AMGEN INCAMGN3,106$689,5940.28%
103ALPHABET INCGOOG5,700$689,5290.28%
104ISHARES TR46429B5236,427$686,5960.28%
105CITIGROUP INCC-PR14,748$678,9980.28%
106MARATHON PETE CORPMARA5,796$675,8140.28%
107MANPOWERGROUP INC WISMAN8,472$672,6770.28%
108ISHARES INC46428682210,793$671,1090.28%
109VERIZON COMMUNICATIONS INCVZ17,989$669,0110.28%
110VICI PPTYS INC92565210921,069$662,1990.27%
111PRUDENTIAL FINL INCPUKPF7,476$659,5330.27%
112HF SINCLAIR CORPDINO14,635$652,8670.27%
113ISHARES TR46435G33420,060$648,9410.27%
114ISHARES INC46428660814,150$648,3530.27%
115BECTON DICKINSON & COBDX2,446$645,7680.27%
116SEAGATE TECHNOLOGY HLDNGS PLSE10,004$618,9470.25%
117WHIRLPOOL CORPWHR-PA4,059$603,9390.25%
118INTERNATIONAL BUSINESS MACHSINTR4,484$600,0040.25%
119AMAZON COM INCAMZN4,598$599,3950.25%
120INVESCO EXCHANGE TRADED FD TIVZ1,702$595,2400.24%
121SHOPIFY INCSHOP9,121$589,2170.24%
122ISHARES INC46428630133,130$587,0640.24%
123TAPESTRY INCTPR13,634$583,5350.24%
124ALEXANDRIA REAL ESTATE EQ IN0152711095,098$578,5720.24%
125ENPHASE ENERGY INCENPH3,452$578,1410.24%
126COMERICA INC20034010713,619$576,9010.24%
127NEW YORK CMNTY BANCORP INC64944510350,925$572,3970.24%
128AUTONATION INCAN3,464$570,2090.23%
129SSGA ACTIVE ETF TR78467V60813,570$568,1760.23%
130NOVO-NORDISK A SNONOF3,476$562,5620.23%
131AMPHENOL CORP NEW0320951016,608$561,3500.23%
132ISHARES TR4642887526,513$556,4710.23%
133WASTE MGMT INC DEL94106L1093,200$554,9440.23%
134CHIPOTLE MEXICAN GRILL INCCMG258$551,8620.23%
135SPDR SER TR78464A8886,863$551,0990.23%
136PROCTER AND GAMBLE CO7427181093,595$545,5050.22%
137METTLER TOLEDO INTERNATIONALMTD413$541,7070.22%
138ISHARES TR4642875231,065$540,2320.22%
139CIVITAS RESOURCES INC17888H1037,778$539,5600.22%
140ADVISORSHARES TR00768Y5609,984$538,6370.22%
141RBB FD INC74933W60113,179$536,9120.22%
142LISTED FD TR53656F60712,542$536,5470.22%
143DIGITAL RLTY TR INC2538681034,678$532,6840.22%
144VANECK ETF TRUST92189F6436,666$531,8800.22%
145INVESCO EXCH TRD SLF IDX FDIVZ10,856$531,7270.22%
146HASBRO INCHAS8,004$518,4190.21%
147NIKE INCNKE4,679$516,4210.21%
148PEPSICO INCPEP2,766$512,2260.21%
149WESTLAKE CORPORATIONWLK4,271$510,2560.21%
150GILEAD SCIENCES INCGILD6,600$508,6230.21%
151MORGAN STANLEYMS-PQ5,870$501,2980.21%
152ETFIS SER TR I26923G2029,461$497,8730.20%
153CONAGRA BRANDS INCCAG14,671$494,7060.20%
154EDISON INTL2810201077,110$493,7900.20%
155FOOT LOCKER INC34484910418,190$493,1310.20%
156MONDELEZ INTL INC6092071056,647$484,8320.20%
157GENERAL MLS INC3703341046,320$484,7630.20%
158MARSH & MCLENNAN COS INC5717481022,576$484,4940.20%
159GENUINE PARTS COGPC2,851$482,4750.20%
160KIMCO RLTY CORP49446R10924,383$480,8330.20%
161INTEL CORPINTC14,287$477,7570.20%
162UNILEVER PLCUNLYF8,951$466,6160.19%
163AON PLCAON1,343$463,6900.19%
164CINTAS CORPCTAS928$461,1660.19%
165MCDONALDS CORPMCD1,523$454,4780.19%
166PIMCO ETF TR72201R7834,937$450,2050.19%
167MOTOROLA SOLUTIONS INCMSI1,517$444,9060.18%
168AFLAC INCAFL6,353$443,4390.18%
169PINTEREST INCPINS16,000$437,4400.18%
170EOG RES INCEOG3,818$436,9320.18%
171ZILLOW GROUP INCZ8,530$428,7180.18%
172WASTE CONNECTIONS INCWCN2,981$426,0740.18%
173GEN DIGITAL INCGENVR22,610$419,4160.17%
174SPDR GOLD TRGLD2,313$412,3390.17%
175KIMBERLY-CLARK CORPKMB2,979$411,2810.17%
176BERKSHIRE HATHAWAY INC DELBRK-A1,185$404,0850.17%
177TAIWAN SEMICONDUCTOR MFG LTD8740391003,982$401,8630.17%
178FEDEX CORPFDX1,604$397,6320.16%
179ENERSYSENS3,661$397,2920.16%
180SNAP ON INCSNA1,375$396,3330.16%
1813M COMMM3,959$396,2560.16%
182KROGER COKR8,381$393,9070.16%
183SYNCHRONY FINANCIALSYF-PB11,593$393,2350.16%
184ONEOK INC NEWOKE6,320$390,0700.16%
185PFIZER INCPFE10,546$386,8270.16%
186NUTRIEN LTDNTR6,480$382,6440.16%
187FISERV INCFISV3,026$381,7300.16%
188ELEVANCE HEALTH INCELV839$372,7590.15%
189ISHARES TR4642874574,577$371,1030.15%
190INVESCO ACTIVELY MANAGED ETFIVZ7,473$370,9600.15%
191ALLSTATE CORPALL-PJ3,397$370,4090.15%
192ISHARES INC4642863922,960$368,6010.15%
193LEGGETT & PLATT INCLEG12,172$360,5350.15%
194KONINKLIJKE PHILIPS N VRYLPF16,269$352,8840.15%
195INTERNATIONAL PAPER CO46014610311,074$352,2640.14%
196ISHARES TR4642872348,883$351,4140.14%
197TRUIST FINL CORP89832Q10911,135$337,9470.14%
198ISHARES TR46435U7138,509$332,5320.14%
199APPLIED MATLS INC0382221052,283$329,9850.14%
200HOME DEPOT INCHD1,052$326,7930.13%
201ZIMMER BIOMET HOLDINGS INCZBH2,241$326,2900.13%
202HONDA MOTOR LTDHNDAF10,758$326,0750.13%
203ISHARES TR4642886612,795$322,1520.13%
204NETAPP INCNTAP4,133$315,7610.13%
205BANK AMERICA CORP06050510410,561$302,9950.12%
206DICKS SPORTING GOODS INC2533931022,228$294,5190.12%
207LOWES COS INC5486611071,297$292,7330.12%
208INVESCO QQQ TRIVZ785$289,9950.12%
209WORLD KINECT CORPORATIONWKC13,993$289,3750.12%
210ISHARES INC4642864755,277$282,7290.12%
211GOLDMAN SACHS GROUP INCGSCE873$281,5770.12%
212SELECT SECTOR SPDR TR81369Y5063,449$279,9660.12%
213PHYSICIANS RLTY TR71943U10419,864$277,8970.11%
214CITIZENS FINL GROUP INCCIA10,638$277,4390.11%
215EVEREST RE GROUP LTDEG796$272,1210.11%
216ACCENTURE PLC IRELANDACN882$272,0900.11%
217KEYCORP49326710829,174$269,5680.11%
218BANK OZK LITTLE ROCK ARKOZKAP6,710$269,4740.11%
219CHECK POINT SOFTWARE TECH LTM224651042,143$269,2040.11%
220COHU INCCOHU6,297$261,7030.11%
221BLACKROCK INCBLK371$256,4130.11%
222FIFTH THIRD BANCORPFITBM9,609$251,8520.10%
223ISHARES TR464287689987$251,1720.10%
224BENCHMARK ELECTRS INC08160H1019,688$250,2410.10%
225MICRON TECHNOLOGY INCMU3,964$250,1680.10%
226BRISTOL-MYERS SQUIBB COCELG-RI3,898$249,2770.10%
227METLIFE INCMET-PF4,401$248,7890.10%
228ALBEMARLE CORPALB-PA1,108$247,1840.10%
229PNC FINL SVCS GROUP INC6934751051,958$246,6100.10%
230CELANESE CORP DELCE2,110$244,3380.10%
231C H ROBINSON WORLDWIDE INCCHRW2,575$242,9510.10%
232ACUITY BRANDS INCAYI1,488$242,6630.10%
233INVESCO EXCH TRADED FD TR IIIVZ11,437$240,6340.10%
234REGENCY CTRS CORP7588491033,846$237,5670.10%
235STELLANTIS N.VSTLA13,503$236,8430.10%
236BRIGHTSPIRE CAPITAL INCBRSP35,000$235,5500.10%
237GREENBRIER COS INC3936571015,464$235,4980.10%
238SUMITOMO MITSUI FINL GROUP I86562M20927,372$235,3990.10%
239JUNIPER NETWORKS INC48203R1047,437$233,0010.10%
240TYSON FOODS INCTSN4,459$227,5870.09%
241VISA INCV953$226,3180.09%
242HSBC HLDGS PLCHBCYF5,673$224,7640.09%
243ISHARES TR46434V8604,403$223,1000.09%
244STARBUCKS CORPSBUX2,233$221,2010.09%
245ISHARES TR4642876551,178$220,6040.09%
246INTERNATIONAL FLAVORS&FRAGRA4595061012,756$219,3700.09%
247TARGET CORPTGT1,663$219,3500.09%
248KT CORPKT19,166$216,5760.09%
249NEWMONT CORPNEMCL5,074$216,4570.09%
250ISHARES TR4642873093,058$215,5280.09%
251BIOGEN INCBIIB754$214,7770.09%
252ISHARES TR4642884141,980$211,3250.09%
253VANGUARD INDEX FDS922908363518$210,9710.09%
254MODERNA INCMRNA1,731$210,3170.09%
255CAMECO CORPCCJ6,711$210,2560.09%
256AMERICAN TOWER CORP NEW03027X1001,084$210,2310.09%
257ISHARES U S ETF TR46431W5984,197$207,7930.09%
258BARCLAYS PLCBCLYF23,865$187,5790.08%
259VODAFONE GROUP PLC NEW92857W30818,981$179,3700.07%
260TAKEDA PHARMACEUTICAL CO LTDTKPHF10,301$161,8290.07%
261GOODYEAR TIRE & RUBR CO38255010111,749$160,7260.07%
262CNH INDL N VN2094410910,816$155,7500.06%