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
$268B
$264 Million 0.09% of portfolio
1,665
Q1 2025 New
$105B
$265 Million 0.09% of portfolio
5,263
Q1 2025 Added 8.05%
$113B
$269 Million 0.09% of portfolio
138
Q1 2025 Added 6.15%
$376B
$273 Million 0.09% of portfolio
1,599
Q1 2025 Added 6.39%
$6.47B
$262 Million 0.09% of portfolio
2,844
Q1 2025 Added 33.33%
$79.3B
$267 Million 0.09% of portfolio
4,086
Q1 2025 Reduced 0.61%
$140B
$242 Million 0.08% of portfolio
2,041
Q1 2025 Reduced 1.5%
$182B
$224 Million 0.08% of portfolio
1,494
Q1 2025 Added 8.97%
$4.31B
$216 Million 0.08% of portfolio
3,460
Q1 2025 Reduced 0.2%
$98.1B
$230 Million 0.08% of portfolio
5,558
Q1 2025 New
$85.2B
$234 Million 0.08% of portfolio
547
Q1 2025 Added 3.6%
$27.5B
$223 Million 0.08% of portfolio
28,777
Q1 2025 New
$10.6B
$242 Million 0.08% of portfolio
3,245
Q1 2025 Added 16.68%
$3.12B
$229 Million 0.08% of portfolio
24,784
Q1 2025 Reduced 0.63%
$56.5B
$241 Million 0.08% of portfolio
988
Q1 2025 Reduced 0.7%
$19B
$244 Million 0.08% of portfolio
2,154
Q1 2025 Reduced 0.69%
$133B
$216 Million 0.08% of portfolio
1,485
Q4 2024 Reduced 72.56%
$104B
$224 Million 0.08% of portfolio
1,029
Q1 2025 New
$46.1B
$237 Million 0.08% of portfolio
932
Q1 2025 Reduced 79.43%
$28.1B
$242 Million 0.08% of portfolio
45,853
Q1 2025 New
$10.6B
$242 Million 0.08% of portfolio
8,958
Q1 2025 Reduced 0.59%
$43.3B
$230 Million 0.08% of portfolio
2,206
Q1 2025 Reduced 0.63%
$1.83B
$220 Million 0.08% of portfolio
26,993
Q1 2025 Added 16.2%
$2.51B
$233 Million 0.08% of portfolio
51,793
Q1 2025 Added 31.48%
$6.79B
$214 Million 0.07% of portfolio
2,973
Q1 2025 Reduced 0.6%
$901M
$199 Million 0.07% of portfolio
22,979
Q1 2025 Added 18.05%
$2.2B
$209 Million 0.07% of portfolio
9,554
Q1 2025 Added 32.79%
$404M
$214 Million 0.07% of portfolio
16,240
Q1 2025 New
$56.3B
$210 Million 0.07% of portfolio
1,229
Q1 2025 Reduced 81.89%
$681M
$195 Million 0.07% of portfolio
35,000
Q1 2023 New
$24.5B
$202 Million 0.07% of portfolio
2,925
Q1 2025 New
$32.3B
$205 Million 0.07% of portfolio
6,672
Q1 2025 New
$4.58B
$186 Million 0.06% of portfolio
17,686
Q1 2025 Added 10.6%
$18.2B
$163 Million 0.06% of portfolio
10,602
Q1 2025 Added 4.88%
-
$123 Million 0.04% of portfolio
13,845
Q1 2025 Added 37.11%
$124M
$98.6 Million 0.03% of portfolio
26,294
Q1 2025 Added 31.27%
$1.15B
$94 Million 0.03% of portfolio
72,337
Q1 2025 Added 66.78%
$143M
$43 Million 0.01% of portfolio
29,222
Q1 2025 Added 57.37%

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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