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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 Q4 2024 · Filed February 3, 2025 · Accession 0001765380-25-000028

Total Value
$328.0M
Positions
331
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (331)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL127,565$31.9M9.74%
2J P MORGAN EXCHANGE TRADED F46641Q837336,602$17.0M5.17%
3NVIDIA CORPORATIONNVDA108,223$14.5M4.43%
4RUBRIK INC.RBRK181,117$11.8M3.61%
5SPDR SER TR78468R66362,197$5.7M1.73%
6SPDR SER TR78464A80576,020$5.4M1.66%
7JANUS DETROIT STR TR47103U84593,775$4.8M1.45%
8SPDR SER TR78464A85463,868$4.4M1.34%
9MICROSOFT CORPMSFT9,771$4.1M1.26%
10FS KKR CAP CORPFSK165,822$3.6M1.10%
11PIMCO ETF TR72201R585128,259$3.3M1.01%
12SPOTIFY TECHNOLOGY S ASPOT7,116$3.2M0.97%
13VICTORY PORTFOLIOS II92647X83090,779$3.1M0.94%
14MERCK & CO INCMRK30,272$3.0M0.92%
15ALPHABET INCGOOG14,230$2.7M0.82%
16NETFLIX INCNFLX2,963$2.6M0.81%
17PIMCO ETF TR72201R62750,687$2.6M0.79%
18JPMORGAN CHASE & CO.VYLD10,056$2.4M0.73%
19SIMPLIFY EXCHANGE TRADED FUN82889N63294,626$2.2M0.66%
20CAVA GROUP INCCAVA18,951$2.1M0.65%
21SIMPLIFY EXCHANGE TRADED FUN82889N69975,005$2.1M0.64%
22UPSTART HLDGS INCUPST33,704$2.1M0.63%
23CITIZENS FINL GROUP INCCIA46,461$2.0M0.62%
24COSTCO WHSL CORP NEW22160K1052,196$2.0M0.61%
25JOHNSON & JOHNSONJNJ13,566$2.0M0.60%
26EA SERIES TRUST02072L43363,480$1.9M0.59%
27LITMAN GREGORY FDS TR53700T82773,393$1.9M0.59%
28BONDBLOXX ETF TRUST09789C86137,807$1.9M0.57%
29WALMART INCWMT20,296$1.8M0.56%
30SELECT SECTOR SPDR TR81369Y86044,865$1.8M0.56%
31DISNEY WALT CO25468710616,284$1.8M0.55%
32RTX CORPORATIONRTX15,593$1.8M0.55%
33ABERCROMBIE & FITCH COANF11,673$1.7M0.53%
34LENDINGCLUB CORPLC104,783$1.7M0.52%
35CURTISS WRIGHT CORPCW4,776$1.7M0.52%
36ALPHABET INCGOOG8,485$1.6M0.49%
37LAM RESEARCH CORPLRCX22,155$1.6M0.49%
38FIRST TR EXCHANGE-TRADED FD33741X10243,388$1.6M0.47%
39DIREXION SHS ETF TR25459Y20717,216$1.5M0.47%
40META PLATFORMS INCMETA2,586$1.5M0.46%
41DIGITAL RLTY TR INC2538681038,309$1.5M0.45%
42QUALCOMM INCQCOM9,523$1.5M0.45%
43CATERPILLAR INCCAT3,981$1.4M0.44%
44CARVANA COCVNA7,059$1.4M0.44%
45AFFIRM HLDGS INCAFRM23,520$1.4M0.44%
46QUANTA SVCS INC74762E1024,531$1.4M0.44%
47BLACKSTONE INCBX8,257$1.4M0.43%
48ZIONS BANCORPORATION N A98970110725,901$1.4M0.43%
49SELECT SECTOR SPDR TR81369Y8035,931$1.4M0.42%
50BERKSHIRE HATHAWAY INC DELBRK-A2,862$1.3M0.40%
51BANK NEW YORK MELLON CORP06405810016,783$1.3M0.39%
52CORNING INCGLW27,015$1.3M0.39%
53DUTCH BROS INCBROS23,744$1.2M0.38%
54ORACLE CORPORCL-PD7,462$1.2M0.38%
55PALO ALTO NETWORKS INCPANW6,786$1.2M0.38%
56UBS GROUP AGUBS40,164$1.2M0.37%
57CHEWY INCCHWY35,934$1.2M0.37%
58TAPESTRY INCTPR17,449$1.1M0.35%
59T ROWE PRICE ETF INC87283Q82635,144$1.1M0.35%
60UNILEVER PLCUNLYF19,932$1.1M0.34%
61AIR PRODS & CHEMS INCAIIR3,817$1.1M0.34%
62ADOBE INCADBE2,466$1.1M0.33%
63CITIGROUP INCC-PR15,573$1.1M0.33%
64DUOLINGO INCDUOL3,322$1.1M0.33%
65TAIWAN SEMICONDUCTOR MFG LTD8740391005,408$1.1M0.33%
66MEDTRONIC PLCMDT13,259$1.1M0.32%
67GENERAL DYNAMICS CORPGD3,964$1.0M0.32%
68AMAZON COM INCAMZN4,667$1.0M0.31%
69SWEETGREEN INCSG31,865$1.0M0.31%
70BANK AMERICA CORP06050510423,169$1.0M0.31%
71PNC FINL SVCS GROUP INC6934751055,178$998,5770.30%
72FIFTH THIRD BANCORPFITBM23,532$994,9330.30%
73AMPHENOL CORP NEW03209510114,248$989,5240.30%
74THERMO FISHER SCIENTIFIC INCTMO1,899$987,9170.30%
75ISHARES TR46428746513,022$984,5930.30%
76GEN DIGITAL INCGENVR35,905$983,0790.30%
77AFLAC INCAFL9,454$977,9220.30%
78CUMMINS INCCMI2,796$974,6860.30%
79DEERE & CODE2,265$959,6810.29%
80CISCO SYS INCCSCO16,153$956,2660.29%
81ISHARES TR46428723422,713$949,8690.29%
82HOWMET AEROSPACE INCHWM8,481$927,5670.28%
83INTUITINTU1,469$923,1090.28%
84BROADCOM INCAVGO3,977$922,0280.28%
85WHIRLPOOL CORPWHR-PA7,875$901,5300.27%
86PELOTON INTERACTIVE INCPTON103,405$899,6240.27%
87UBER TECHNOLOGIES INCUBER14,874$897,2000.27%
88INTERNATIONAL BUSINESS MACHSINTR4,078$896,4670.27%
89AMERIPRISE FINL INC03076C1061,674$891,2880.27%
90GENEDX HOLDINGS CORPWGSWW11,492$883,2750.27%
91EATON CORP PLCETN2,660$882,7740.27%
92CARNIVAL CORPCUKPF34,933$870,5300.27%
93TESLA INCTSLA2,154$869,8710.27%
94SEAGATE TECHNOLOGY HLDNGS PLSE9,938$857,7490.26%
95AMGEN INCAMGN3,263$850,4680.26%
96PROGRESSIVE CORP7433151033,532$846,3620.26%
97ISHARES INC46434G83023,308$838,3890.26%
98T-MOBILE US INCTMUSZ3,792$837,0080.26%
99MICRON TECHNOLOGY INCMU9,935$836,1300.25%
100JABIL INCJBL5,718$822,8200.25%
101SALESFORCE INCCRM2,459$822,1170.25%
102HF SINCLAIR CORPDINO23,411$820,5560.25%
103CBOE GLOBAL MKTS INC12503M1084,188$818,3350.25%
104MANPOWERGROUP INC WISMAN14,171$817,9500.25%
105PRUDENTIAL FINL INCPUKPF6,848$811,6930.25%
106SHERWIN WILLIAMS COSHW2,381$809,3730.25%
107PINNACLE WEST CAP CORPPNW9,462$802,0940.24%
108KIMBERLY-CLARK CORPKMB6,105$799,9990.24%
109ADVANCED MICRO DEVICES INCAMD6,604$797,6970.24%
110ISHARES INC46428680624,910$792,6360.24%
111ISHARES TR46435G33423,372$792,3110.24%
112ONEOK INC NEWOKE7,888$791,9550.24%
113ALLSTATE CORPALL-PJ4,073$785,2340.24%
114ISHARES INC46428660816,546$780,9710.24%
115SYNCHRONY FINANCIALSYF-PB11,978$778,5700.24%
116ZOETIS INCZTS4,670$760,8830.23%
117ISHARES INC46428675620,210$754,4390.23%
118CINTAS CORPCTAS4,120$752,7240.23%
119ISHARES TR4642874083,932$750,5880.23%
120CHIPOTLE MEXICAN GRILL INCCMG12,331$743,5590.23%
121HEWLETT PACKARD ENTERPRISE CHPE-PC34,824$743,4920.23%
122ISHARES TR46428863814,371$740,2240.23%
123ARCHER DANIELS MIDLAND COADM14,650$740,1180.23%
124NORFOLK SOUTHN CORP6558441083,133$735,3150.22%
125ISHARES TR46429B5236,760$719,0930.22%
126COMERICA INC20034010711,597$717,2740.22%
127ALEXANDRIA REAL ESTATE EQ IN0152711097,327$714,7490.22%
128MOLSON COORS BEVERAGE COTAP-A12,356$708,2460.22%
129KEYCORP49326710841,071$703,9570.21%
130MOTOROLA SOLUTIONS INCMSI1,517$701,2030.21%
131ABBOTT LABSABLZF6,193$700,4900.21%
132BP PLCBPPFF23,399$691,6740.21%
133CORPAY INCCPAY2,023$684,6240.21%
134CVS HEALTH CORPCVS15,234$683,8540.21%
135SELECT SECTOR SPDR TR81369Y60514,020$677,6110.21%
136SSGA ACTIVE ETF TR78467V60816,033$669,0770.20%
137MORGAN STANLEYMS-PQ5,303$666,6930.20%
138CARRIER GLOBAL CORPORATIONCARR9,751$665,6030.20%
139VERIZON COMMUNICATIONS INCVZ16,550$661,8350.20%
140INTEL CORPINTC32,429$650,2010.20%
141OMNICOM GROUP INCOMC7,537$648,4830.20%
142UNITED PARCEL SERVICE INCUPS5,104$643,6140.20%
143FRESH DEL MONTE PRODUCE INCFDP19,213$638,0640.19%
144C H ROBINSON WORLDWIDE INCCHRW6,162$636,6580.19%
145BNY MELLON ETF TRUST09661T80013,333$635,8510.19%
146FISERV INCFISV3,069$630,4340.19%
147NIKE INCNKE8,297$627,8340.19%
148MASTERCARD INCORPORATEDMA1,174$618,1930.19%
149AMERICAN EXPRESS COAXP2,068$613,7620.19%
150KULICKE & SOFFA INDS INC50124210112,998$606,4870.18%
151VANGUARD INDEX FDS9229087692,082$603,4540.18%
152WASTE MGMT INC DEL94106L1092,990$603,3520.18%
153COPART INCCPRT10,478$601,3320.18%
154UDR INCUDR13,731$596,0630.18%
155INVESTMENT MANAGERS SER TR I46144X61023,137$580,1600.18%
156SAMSARA INCIOT13,001$568,0140.17%
157STRYKER CORPORATIONSYK1,565$563,4780.17%
158NOVO-NORDISK A SNONOF6,502$559,2590.17%
159PPG INDS INC6935061074,665$557,2340.17%
160GILEAD SCIENCES INCGILD6,027$556,6680.17%
161EXXON MOBIL CORPXOM5,159$554,9540.17%
162CMS ENERGY CORPCMS-PC8,288$552,3790.17%
163REVVITY INCRVTY4,927$549,9020.17%
164ROYAL BK CDA7800871024,554$548,8030.17%
165MARSH & MCLENNAN COS INC5717481022,566$545,0440.17%
166INTERNATIONAL PAPER CO46014610310,080$542,5060.17%
167SHARKNINJA INCSN5,572$542,4900.17%
168D R HORTON INC23331A1093,847$537,8880.16%
169CIVITAS RESOURCES INC17888H10311,520$528,4220.16%
170AVALONBAY CMNTYS INCAWX2,402$528,3680.16%
171PFIZER INCPFE19,815$525,6920.16%
172ALCOA CORPAA13,898$525,0660.16%
173LOCKHEED MARTIN CORPLMT1,080$524,8150.16%
174NUTRIEN LTDNTR11,660$521,7850.16%
175CAMECO CORPCCJ10,126$520,3750.16%
176KIMCO RLTY CORP49446R10922,164$519,3030.16%
177WASTE CONNECTIONS INCWCN3,015$517,3140.16%
178EQUITY RESIDENTIALEQR7,036$504,9030.15%
179HEALTHPEAK PROPERTIES INCDOC24,577$498,1760.15%
180ISHARES TR4642885885,377$492,9630.15%
181ELI LILLY & COLLY633$488,6760.15%
182VISA INCV1,534$484,8050.15%
183VIRTU FINL INC92825410113,556$483,6780.15%
184HASBRO INCHAS8,570$479,1490.15%
185STARBUCKS CORPSBUX5,222$476,5080.15%
186CARDINAL HEALTH INCCAH4,024$475,9180.15%
187SELECT SECTOR SPDR TR81369Y8524,885$472,9530.14%
188DEVON ENERGY CORP NEW25179M10314,388$470,9190.14%
189AXON ENTERPRISE INCAXON785$466,5410.14%
190KROGER COKR7,599$464,6790.14%
191PIMCO ETF TR72201R7834,815$451,0690.14%
192SELECT SECTOR SPDR TR81369Y4072,001$448,9240.14%
193EOG RES INCEOG3,636$445,7010.14%
194NEXTERA ENERGY INCNEE-PW6,144$440,4630.13%
195TRUIST FINL CORP89832Q10910,142$439,9600.13%
196NETAPP INCNTAP3,728$432,7460.13%
197ISHARES INC46434G81417,319$424,8350.13%
198CHEVRON CORP NEWCVX2,925$423,6930.13%
199ISHARES TR4642876302,540$417,0280.13%
200ISHARES INC46434G7728,016$414,9080.13%
201EXCELERATE ENERGY INCEE13,688$414,0620.13%
202ACCENTURE PLC IRELANDACN1,155$406,2300.12%
203NEWMONT CORPNEMCL10,893$405,4370.12%
204FAIR ISAAC CORPFICO203$404,1590.12%
205GLOBUS MED INCGMED4,875$403,2110.12%
206ISHARES TR46428718413,214$402,2340.12%
207SELECT SECTOR SPDR TR81369Y7043,046$401,3410.12%
208ISHARES TR4642898429,986$395,5650.12%
209SPDR GOLD TRGLD1,627$393,9840.12%
210INVESCO INDIA EXCHANGE-TRADEIVZ15,092$388,9210.12%
211KONINKLIJKE PHILIPS N VRYLPF15,349$388,6300.12%
212BLACKROCK INCBLK368$377,2400.12%
213BRISTOL-MYERS SQUIBB COCELG-RI6,568$371,4860.11%
214SNAP ON INCSNA1,088$369,4390.11%
215GOLDMAN SACHS GROUP INCGSCE644$368,7670.11%
216INVESCO QQQ TRIVZ720$368,0970.11%
217ENOVIX CORPORATIONENVX33,841$367,8520.11%
218GENERAL MTRS CO37045V1006,805$362,5020.11%
219BONDBLOXX ETF TRUST09789C8128,072$361,8680.11%
220ISHARES TR4642873093,521$357,4870.11%
221PAYPAL HLDGS INCPYPL4,111$350,8740.11%
222WORLD KINECT CORPORATIONWKC12,668$348,4970.11%
223DIAGEO PLCDGEAF2,736$347,8280.11%
2243M COMMM2,689$347,1230.11%
225METLIFE INCMET-PF4,199$343,8140.10%
226TOTALENERGIES SETTE6,296$343,1320.10%
227KT CORPKT21,726$337,1880.10%
228HOME DEPOT INCHD862$335,3090.10%
229DT MIDSTREAM INCDTM3,370$335,0790.10%
230SELECT SECTOR SPDR TR81369Y2092,435$334,9830.10%
231INVESCO EXCH TRADED FD TR IIIVZ2,875$333,6730.10%
232ISHARES TR46434V8786,600$332,8400.10%
233ISHARES TR464287689987$329,9050.10%
234BENCHMARK ELECTRS INC08160H1017,250$329,1500.10%
235ALAMOS GOLD INC NEWAGI17,538$323,4010.10%
236ENERSYSENS3,490$322,5810.10%
237GREENBRIER COS INC3936571015,173$315,5010.10%
238DECKERS OUTDOOR CORPDECK1,550$314,7900.10%
239LOWES COS INC5486611071,239$305,7850.09%
240LEIDOS HOLDINGS INCLDOS2,106$303,3900.09%
241NEWS CORP NEWNWSLL9,908$301,5000.09%
242TARGET CORPTGT2,220$300,1000.09%
243DICKS SPORTING GOODS INC2533931021,311$300,0090.09%
244SELECT SECTOR SPDR TR81369Y5063,496$299,4320.09%
245NRG ENERGY INCNRG3,300$297,7260.09%
246EVERCORE INCEVR1,074$297,7020.09%
247ESAB CORPORATIONESAB2,459$294,9320.09%
248CAPITAL ONE FINL CORP14040H1051,648$293,8710.09%
249VANGUARD INDEX FDS922908363542$292,2970.09%
250LUMENTUM HLDGS INCLITE3,467$291,0550.09%
251REGENCY CTRS CORP7588491033,879$286,7740.09%
252BANK OZK LITTLE ROCK ARKOZKAP6,348$282,6760.09%
253SAP SESAPGF1,138$280,1870.09%
254FEDEX CORPFDX995$279,9230.09%
255ELEVANCE HEALTH INCELV756$278,8880.09%
256HONDA MOTOR LTDHNDAF9,589$273,7660.08%
257VISTRA CORPVST1,977$272,5690.08%
258SONY GROUP CORPSNEJF12,805$270,9540.08%
259VODAFONE GROUP PLC NEW92857W30831,886$270,7120.08%
260NOVARTIS AGNVSEF2,762$268,7700.08%
261MANULIFE FINL CORP56501R1068,743$268,4980.08%
262SPDR SER TR78468R2008,716$267,8430.08%
263INVESCO ACTIVELY MANAGED EXCIVZ5,337$267,4370.08%
264ISHARES TR4642886612,304$266,2270.08%
265JUNIPER NETWORKS INC48203R1047,023$263,0110.08%
266ALPS ETF TR00162Q6768,358$260,3520.08%
267NEXGEN ENERGY LTDNXE39,391$259,9810.08%
268ALBEMARLE CORPALB-PA2,991$257,4650.08%
269SMURFIT WESTROCK PLCSW4,763$256,5350.08%
270FIRST TR EXCHANGE-TRADED FD33733E3021,047$254,5990.08%
271COCA-COLA FEMSA SAB DE CVCOCSF3,253$253,3760.08%
272FIDELITY COVINGTON TRUST3160928734,310$252,9970.08%
273PROCTER AND GAMBLE CO7427181091,503$251,9780.08%
274VANGUARD WORLD FD92204A8841,626$251,9650.08%
275FIRST TR EXCHANGE TRADED FD33734X1922,079$247,6500.08%
276SHELL PLCRYDAF3,950$247,4680.08%
277SELECT SECTOR SPDR TR81369Y8863,237$245,0420.07%
278FERROGLOBE PLCGSM64,297$244,3290.07%
279TYSON FOODS INCTSN4,249$244,0630.07%
280TORONTO DOMINION BK ONTTORO4,582$243,9460.07%
281FLAGSTAR FINANCIAL INCFLG-PU25,998$242,5610.07%
282APPLIED MATLS INC0382221051,485$241,5060.07%
283JONES LANG LASALLE INCJLL940$237,9520.07%
284INVESCO EXCHANGE TRADED FD TIVZ3,255$236,1830.07%
285ETFIS SER TR I26923G8063,685$234,9190.07%
286INVESCO EXCHANGE TRADED FD TIVZ2,042$234,2790.07%
287U HAUL HOLDING COMPANYUHAL-B3,383$233,7310.07%
288COHU INCCOHU8,696$232,1830.07%
289CELANESE CORP DELCE3,336$230,8850.07%
290APELLIS PHARMACEUTICALS INCAPLS7,195$229,5920.07%
291ZIMMER BIOMET HOLDINGS INCZBH2,169$229,1110.07%
292SS&C TECHNOLOGIES HLDGS INCSSNC3,003$227,5670.07%
293BANCO SANTANDER S.A.BCDRF49,666$226,4770.07%
294HSBC HLDGS PLCHBCYF4,578$226,4280.07%
295GOODYEAR TIRE & RUBR CO38255010124,941$224,4690.07%
296FERRARI N VRACE528$224,3160.07%
297TEVA PHARMACEUTICAL INDS LTD88162420910,109$222,8020.07%
298MOSAIC CO NEWMOS9,011$221,4900.07%
299RELX PLCRLXXF4,871$221,2410.07%
300MERCADOLIBRE INCMELI130$221,0570.07%
301LOUISIANA PAC CORPLPX2,133$220,8720.07%
302ST JOE COJOE4,899$220,1120.07%
303VANECK ETF TRUST92189H8702,330$219,1190.07%
304NVENT ELECTRIC PLCNVT3,212$218,9300.07%
305AMICUS THERAPEUTICS INCFOLD23,229$218,8170.07%
306DR REDDYS LABS LTD25613520313,741$216,9700.07%
307FIRST TR EXCHANGE-TRADED FD33738D1016,068$216,3240.07%
308CONSTELLATION ENERGY CORPCEG963$215,4330.07%
309GLOBAL X FDS37954Y2933,517$212,9900.06%
310ING GROEP N.V.INGVF13,501$211,5610.06%
311BELLRING BRANDS INCBRBR2,781$209,5210.06%
312PEPSICO INCPEP1,371$208,5500.06%
313ISHARES TR4642886463,960$204,7320.06%
314ETF SER SOLUTIONS26922A2225,087$204,7010.06%
315ISHARES TR4642877881,849$204,4620.06%
316ISHARES TR464287200346$203,6830.06%
317ISHARES TR4642887941,407$202,7490.06%
318PDD HOLDINGS INCPDD2,072$200,9630.06%
319AEGON LTDAEFC34,103$200,8670.06%
320LIMONEIRA COLMNR8,186$200,2300.06%
321BRIGHTSPIRE CAPITAL INCBRSP35,000$197,4000.06%
322BARCLAYS PLCBCLYF14,841$197,2370.06%
323DEUTSCHE BANK A GD1819089811,440$195,0520.06%
324KENNEDY-WILSON HOLDINGS INCKW19,466$194,4650.06%
325ELANCO ANIMAL HEALTH INCELAN15,991$193,6510.06%
326STELLANTIS N.VSTLA10,759$140,4050.04%
327CLARUS CORP NEWCLAR20,030$90,3350.03%
328LIONS GATE ENTMNT CORP53591940110,098$86,2370.03%
329IRONWOOD PHARMACEUTICALS INCIRWD18,569$82,2610.03%
330DENISON MINES CORPDNN43,374$78,0730.02%
331LITHIUM AMERICAS ARGENTINA C53681K10013,543$35,4830.01%