Legacy Capital Group California, Inc.
RIA/Wealth
Legacy Capital Group California, Inc. is a RIA/Wealth based in The Woodlands, TX led by Marquis Charles Hammett, managing $392.6M across 328 long positions as of Q3 2025 with 31% Technology concentration.
MemberMarquis Charles Hammett
- Portfolio Value
- $392.6M
- Positions
- 328
- Top Holding
- AAPL at 8.28%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Legacy Capital Group California, Inc.'s portfolio (29.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $32.5M | 8.28% | +$372.0K Bought | 0.00% 127.7K shares | |
Semiconductors Technology | $20.2M | 5.14% | +$593.0K Bought | 0.00% 108.2K shares | |
Software - Infrastructure Technology | $14.9M | 3.79% | — | 0.09% 181.1K shares | |
ETF ETF | $11.4M | 2.89% | -$4.7M Sold | — 223.8K shares | |
ETF ETF | $7.7M | 1.97% | -$308.9K Sold | — 84.2K shares | |
Software - Infrastructure Technology | $6.7M | 1.70% | +$706.5K Bought | 0.00% 12.9K shares | |
ETF ETF | $5.8M | 1.48% | -$73.2K Sold | — 74.2K shares | |
ETF ETF | $5.8M | 1.47% | -$75.4K Sold | — 71.8K shares | |
ETF ETF | $4.7M | 1.20% | -$5.5K Sold | — 92.8K shares | |
ETF ETF | $4.6M | 1.17% | -$32.1K Sold | — 170.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Legacy Capital Group California, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Legacy Capital Group California, Inc.
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