Legacy Capital Group California, Inc. Portfolio Holdings

Legacy Capital Group California, Inc.

  • $361 Billion
  • Q2 2025

Legacy Capital Group California, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $361 Billion distributed in 327 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.9B, Nvidia Corp with a value of $16.6B, Rubrik Inc. with a value of $16.2B, Jp Morgan ETF Tr Ultra Short I with a value of $16B, and Spdr Bloomberg 1 3 Month T Bil with a value of $8.03B.

Examining the 13F form we can see an increase of $73.9B in the current position value, from $287B to 361B.

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 $361 Billion
Technology: $86.2 Billion
ETFs: $73.3 Billion
Financial Services: $42.7 Billion
Industrials: $23 Billion
Communication Services: $18.6 Billion
Healthcare: $18.2 Billion
Consumer Cyclical: $17.3 Billion
Consumer Defensive: $15 Billion
Other: $24.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.6B
$471 Million 0.13% of portfolio
5,764
Q2 2025 Reduced 28.77%
$20.8B
$452 Million 0.13% of portfolio
926
Q2 2025 Added 5.47%
$37.8B
$453 Million 0.13% of portfolio
248
Q2 2025 Added 9.25%
$27B
$484 Million 0.13% of portfolio
2,377
Q2 2025 Added 0.85%
$24.5B
$471 Million 0.13% of portfolio
6,977
Q2 2025 Added 0.87%
$10.9B
$467 Million 0.13% of portfolio
4,250
Q2 2025 Added 8.31%
$65.7B
$435 Million 0.12% of portfolio
3,633
Q2 2025 Added 0.78%
$4.81B
$439 Million 0.12% of portfolio
10,664
Q2 2025 New
$13.5B
$442 Million 0.12% of portfolio
21,036
Q2 2025 Reduced 18.53%
$23B
$441 Million 0.12% of portfolio
13,870
Q2 2025 Reduced 2.75%
$122B
$442 Million 0.12% of portfolio
1,432
Q2 2025 Added 0.92%
$3.21B
$420 Million 0.12% of portfolio
43,613
Q2 2025 Reduced 2.45%
$44.1B
$433 Million 0.12% of portfolio
6,361
Q2 2025 Added 0.98%
$9.99B
$435 Million 0.12% of portfolio
20,937
Q2 2025 Added 16.14%
$2.76B
$410 Million 0.11% of portfolio
14,912
Q2 2025 Reduced 2.33%
$313B
$400 Million 0.11% of portfolio
1,314
Q2 2025 Added 15.57%
$4.41B
$383 Million 0.11% of portfolio
6,496
Q2 2025 Added 16.71%
$155B
$382 Million 0.11% of portfolio
1,278
Q2 2025 Added 3.65%
$118B
$413 Million 0.11% of portfolio
158
Q2 2025 Added 14.49%
-
$399 Million 0.11% of portfolio
-
Q2 2025 Added 10.35%
$18.4B
$411 Million 0.11% of portfolio
1,321
Q2 2025 Added 22.31%
$12B
$403 Million 0.11% of portfolio
11,034
Q2 2025 Added 23.17%
$460M
$390 Million 0.11% of portfolio
14,685
Q2 2025 New
$558B
$374 Million 0.1% of portfolio
1,053
Q2 2025 Reduced 35.32%
$76.7B
$353 Million 0.1% of portfolio
2,972
Q2 2025 Added 5.99%
$12.5B
$362 Million 0.1% of portfolio
24,076
Q2 2025 New
$32B
$367 Million 0.1% of portfolio
34,458
Q2 2025 Added 9.64%
$81.2B
$347 Million 0.1% of portfolio
1,864
Q2 2025 Reduced 63.29%
$30.6B
$371 Million 0.1% of portfolio
9,026
Q2 2025 Reduced 60.96%
$6.71B
$377 Million 0.1% of portfolio
3,130
Q2 2025 Added 9.44%
$72.1B
$354 Million 0.1% of portfolio
12,104
Q2 2025 Added 2.94%
$815M
$349 Million 0.1% of portfolio
95,066
Q2 2025 Added 15.48%
$23.5B
$356 Million 0.1% of portfolio
2,149
Q2 2025 Reduced 0.09%
$65.1B
$372 Million 0.1% of portfolio
1,161
Q2 2025 Added 8.3%
$182B
$369 Million 0.1% of portfolio
2,990
Q2 2025 Reduced 69.74%
$415B
$345 Million 0.1% of portfolio
942
Q2 2025 Added 1.95%
$276B
$358 Million 0.1% of portfolio
2,959
Q2 2025 Added 10.25%
$11.1B
$361 Million 0.1% of portfolio
3,802
Q2 2025 Added 9.88%
$10.2B
$351 Million 0.1% of portfolio
20,045
Q2 2025 Reduced 3.03%
$24.1B
$350 Million 0.1% of portfolio
14,585
Q2 2025 Reduced 3.84%
$65.7B
$334 Million 0.09% of portfolio
4,158
Q2 2025 Reduced 0.41%
$40.8B
$329 Million 0.09% of portfolio
596
Q2 2025 Added 33.63%
$54.3B
$323 Million 0.09% of portfolio
3,201
Q2 2025 Added 6.17%
$15.7B
$314 Million 0.09% of portfolio
5,619
Q2 2025 Added 33.06%
$91.5B
$340 Million 0.09% of portfolio
6,264
Q2 2025 Added 19.02%
$1.36B
$341 Million 0.09% of portfolio
12,021
Q2 2025 Reduced 3.89%
$138B
$340 Million 0.09% of portfolio
15,163
Q2 2025 Reduced 0.3%
$251B
$319 Million 0.09% of portfolio
1,754
Q2 2025 Added 5.35%
$86.6B
$332 Million 0.09% of portfolio
6,740
Q2 2025 Reduced 0.37%

Summary

  • Portfolio
  • No. of Stocks 327
  • Current Value $361 Billion
  • Prior Value $287 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 138 stocks
Track This Portfolio

Track Legacy Capital Group California, Inc. Portfolio

Follow Legacy Capital Group California, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email