Legacy Capital Group California, Inc. Portfolio Holdings

Legacy Capital Group California, Inc.

  • $287 Billion
  • Q1 2025

Legacy Capital Group California, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $287 Billion distributed in 306 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.6B, Rubrik Inc. with a value of $11B, Jp Morgan ETF Tr Ultra Short I with a value of $11B, Nvidia Corp with a value of $9.64B, and Spdr Bloomberg 1 3 Month T Bil with a value of $6.21B.

Examining the 13F form we can see an decrease of $40.9B in the current position value, from $328B to 287B.

Legacy Capital Group California, Inc. is based out at Los Gatos, CA

Below you can find more details about Legacy Capital Group California, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $287 Billion
Technology: $65.9 Billion
ETFs: $63.8 Billion
Financial Services: $31.7 Billion
Healthcare: $18.5 Billion
Industrials: $16.8 Billion
Communication Services: $14.6 Billion
Consumer Cyclical: $11.6 Billion
Consumer Defensive: $10.4 Billion
Other: $23.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203B
$612 Million 0.21% of portfolio
5,245
Q1 2025 Reduced 1.09%
$21.2B
$607 Million 0.21% of portfolio
8,078
Q1 2025 Reduced 2.53%
$16.1B
$607 Million 0.21% of portfolio
5,318
Q1 2025 New
$430B
$610 Million 0.21% of portfolio
5,133
Q1 2025 Reduced 0.5%
$30.3B
$574 Million 0.2% of portfolio
11,553
Q1 2025 Reduced 0.92%
$50.9B
$571 Million 0.2% of portfolio
2,925
Q1 2025 Reduced 2.99%
$72.2B
$563 Million 0.2% of portfolio
8,862
Q1 2025 Added 6.81%
$1.6B
$586 Million 0.2% of portfolio
18,999
Q1 2025 Reduced 1.11%
$14.5B
$585 Million 0.2% of portfolio
10,343
Q1 2025 Reduced 1.29%
$2.5B
$568 Million 0.2% of portfolio
8,008
Q1 2025 New
$570B
$571 Million 0.2% of portfolio
1,628
Q1 2025 Added 6.13%
$144B
$569 Million 0.2% of portfolio
1,528
Q1 2025 Reduced 2.36%
$208B
$542 Million 0.19% of portfolio
2,014
Q1 2025 Reduced 2.61%
$97.4B
$545 Million 0.19% of portfolio
5,560
Q1 2025 Added 6.47%
$12.4B
$548 Million 0.19% of portfolio
25,820
Q1 2025 Added 16.5%
$69.7B
$556 Million 0.19% of portfolio
5,057
Q1 2025 Reduced 0.92%
$2.32B
$533 Million 0.19% of portfolio
15,267
Q1 2025 Added 32.53%
$10.1B
$539 Million 0.19% of portfolio
20,146
Q1 2025 Added 14.87%
$39.8B
$549 Million 0.19% of portfolio
3,983
Q1 2025 Reduced 1.02%
$52.2B
$508 Million 0.18% of portfolio
7,502
Q1 2025 Reduced 1.28%
$25.9B
$507 Million 0.18% of portfolio
4,638
Q1 2025 Reduced 0.58%
$15.3B
$516 Million 0.18% of portfolio
4,877
Q1 2025 Reduced 1.01%
$1.9B
$523 Million 0.18% of portfolio
15,858
Q1 2025 Added 22.0%
$2.08B
$520 Million 0.18% of portfolio
44,709
Q1 2025 New
$168B
$517 Million 0.18% of portfolio
4,588
Q1 2025 Added 0.75%
$20.1B
$530 Million 0.18% of portfolio
12,872
Q1 2025 Added 27.12%
$29.4B
$506 Million 0.18% of portfolio
2,357
Q1 2025 Reduced 1.87%
$4.58B
$483 Million 0.17% of portfolio
12,611
Q1 2025 Reduced 3.0%
$124B
$501 Million 0.17% of portfolio
1,121
Q1 2025 Added 3.8%
$265B
$487 Million 0.17% of portfolio
2,908
Q1 2025 Reduced 0.58%
$26.8B
$495 Million 0.17% of portfolio
6,917
Q1 2025 Reduced 1.69%
$63.6B
$462 Million 0.16% of portfolio
3,605
Q1 2025 Reduced 0.85%
$4.32B
$468 Million 0.16% of portfolio
12,278
Q1 2025 Reduced 9.43%
-
$455 Million 0.16% of portfolio
-
Q1 2025 Added 3.87%
$38.8B
$446 Million 0.16% of portfolio
6,299
Q1 2025 New
$52.5B
$419 Million 0.15% of portfolio
227
Q1 2025 Added 11.82%
$8.45B
$445 Million 0.15% of portfolio
7,230
Q1 2025 Reduced 15.64%
$10.2B
$418 Million 0.15% of portfolio
20,672
Q1 2025 Reduced 15.89%
$126B
$434 Million 0.15% of portfolio
1,419
Q1 2025 New
$130B
$430 Million 0.15% of portfolio
6,070
Q1 2025 Reduced 1.2%
$173B
$403 Million 0.14% of portfolio
6,227
Q1 2025 Reduced 1.1%
$5.43B
$407 Million 0.14% of portfolio
5,566
Q1 2025 Added 14.17%
$44.2B
$373 Million 0.13% of portfolio
710
Q1 2025 Reduced 9.55%
$194B
$385 Million 0.13% of portfolio
1,233
Q1 2025 Added 6.75%
$9.83B
$379 Million 0.13% of portfolio
3,924
Q1 2025 Added 16.44%
$243B
$377 Million 0.13% of portfolio
4,465
Q1 2025 New
$16.7B
$364 Million 0.13% of portfolio
1,080
Q1 2025 Reduced 0.74%
-
$365 Million 0.13% of portfolio
-
Q1 2025 Reduced 3.02%
$22.7B
$385 Million 0.13% of portfolio
15,168
Q1 2025 Reduced 1.18%

Summary

  • Portfolio
  • No. of Stocks 306
  • Current Value $287 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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