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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.6B
$653 Million 0.18% of portfolio
11,215
Q2 2025 Reduced 2.93%
$0
$635 Million 0.18% of portfolio
2,090
Q2 2025 Added 0.24%
$71.8B
$596 Million 0.17% of portfolio
13,162
Q2 2025 New
$358B
$615 Million 0.17% of portfolio
4,513
Q2 2025 Added 1.08%
$0
$598 Million 0.17% of portfolio
14,368
Q2 2025 Reduced 7.27%
$13.5B
$596 Million 0.17% of portfolio
19,692
Q2 2025 Reduced 2.44%
$16.4B
$627 Million 0.17% of portfolio
6,533
Q2 2025 Added 0.63%
$17.4B
$600 Million 0.17% of portfolio
34,433
Q2 2025 Reduced 15.68%
$140B
$608 Million 0.17% of portfolio
1,537
Q2 2025 Added 0.59%
$88.1B
$572 Million 0.16% of portfolio
6,282
Q2 2025 Reduced 63.63%
Investment Managers Ser Tr I
-
$580 Million 0.16% of portfolio
-
Q2 2025 Reduced 0.98%
$12.6B
$577 Million 0.16% of portfolio
5,347
Q2 2025 Added 0.55%
$3.66B
$569 Million 0.16% of portfolio
12,705
Q2 2025 Added 3.48%
$143B
$591 Million 0.16% of portfolio
24,378
Q2 2025 Reduced 2.25%
$1.66B
$593 Million 0.16% of portfolio
18,279
Q2 2025 Reduced 3.79%
$45.2B
$550 Million 0.15% of portfolio
2,944
Q2 2025 Added 0.65%
$0
$534 Million 0.15% of portfolio
14,514
Q2 2025 Added 6.13%
$2.36B
$536 Million 0.15% of portfolio
15,495
Q2 2025 Reduced 2.29%
$131B
$532 Million 0.15% of portfolio
1,149
Q2 2025 Added 2.5%
$4.29B
$531 Million 0.15% of portfolio
76,530
Q2 2025 Added 47.76%
$1.96B
$557 Million 0.15% of portfolio
13,775
Q2 2025 Reduced 2.03%
$17.2B
$542 Million 0.15% of portfolio
7,038
Q2 2025 New
$470B
$547 Million 0.15% of portfolio
5,075
Q2 2025 Reduced 1.13%
-
$531 Million 0.15% of portfolio
-
Q2 2025 Added 5.33%
$24.7B
$513 Million 0.14% of portfolio
4,507
Q2 2025 Reduced 2.82%
$16.6B
$518 Million 0.14% of portfolio
7,196
Q2 2025 Reduced 3.76%
$10.7B
$504 Million 0.14% of portfolio
10,281
Q2 2025 Reduced 0.6%
$48.3B
$518 Million 0.14% of portfolio
7,216
Q2 2025 Reduced 3.81%
$2.65B
$523 Million 0.14% of portfolio
7,811
Q2 2025 Reduced 2.46%
$13.6B
$517 Million 0.14% of portfolio
7,125
Q2 2025 Reduced 2.02%
$0
$504 Million 0.14% of portfolio
26,924
Q2 2025 New
$60.9B
$493 Million 0.14% of portfolio
4,884
Q2 2025 Reduced 3.42%
$10.5B
$511 Million 0.14% of portfolio
6,928
Q2 2025 Reduced 4.18%
$158B
$495 Million 0.14% of portfolio
910
Q2 2025 New
$97.1B
$519 Million 0.14% of portfolio
5,661
Q2 2025 Added 1.82%
$79.5B
$510 Million 0.14% of portfolio
2,960
Q2 2025 Added 0.89%
$0
$506 Million 0.14% of portfolio
25,470
Q2 2025 New
$81.6B
$486 Million 0.13% of portfolio
2,508
Q2 2025 Added 5.64%
$13.7B
$477 Million 0.13% of portfolio
17,969
Q2 2025 Reduced 10.81%
$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%
$0
$478 Million 0.13% of portfolio
5,642
Q2 2025 New
$0
$472 Million 0.13% of portfolio
6,487
Q2 2025 New
$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%
$0
$473 Million 0.13% of portfolio
765
Q2 2025 Added 27.5%
$65.7B
$435 Million 0.12% of portfolio
3,633
Q2 2025 Added 0.78%

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
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