Legacy Capital Group California, Inc. Portfolio Holdings

Legacy Capital Group California, Inc.

  • $393 Billion
  • Q3 2025

Legacy Capital Group California, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $393 Billion distributed in 328 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.5B, Nvidia Corp with a value of $20.2B, Rubrik Inc. with a value of $14.9B, Jp Morgan ETF Tr Ultra Short I with a value of $11.4B, and Spdr Bloomberg 1 3 Month T Bil with a value of $7.72B.

Examining the 13F form we can see an increase of $31.6B in the current position value, from $361B to 393B.

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 $393 Billion
Technology: $105 Billion
ETFs: $72.1 Billion
Financial Services: $46.5 Billion
Industrials: $24.3 Billion
Healthcare: $21.1 Billion
Consumer Cyclical: $20.2 Billion
Communication Services: $18.5 Billion
Consumer Defensive: $15.2 Billion
Other: $27.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$760 Million 0.19% of portfolio
1,522
Q3 2025 Added 32.46%
-
$711 Million 0.18% of portfolio
-
Q3 2025 Added 5.85%
$3.83B
$725 Million 0.18% of portfolio
9,220
Q3 2025 Added 20.62%
$147B
$721 Million 0.18% of portfolio
7,389
Q3 2025 New
$6.17B
$703 Million 0.18% of portfolio
21,628
Q3 2025 Added 102.81%
$45.5B
$723 Million 0.18% of portfolio
4,180
Q3 2025 Added 0.65%
$0
$713 Million 0.18% of portfolio
5,904
Q3 2025 Added 78.85%
$279B
$713 Million 0.18% of portfolio
2,668
Q3 2025 Added 103.04%
$59.5B
$675 Million 0.17% of portfolio
14,771
Q3 2025 Added 0.03%
$255B
$660 Million 0.17% of portfolio
1,986
Q3 2025 Reduced 1.93%
$32B
$658 Million 0.17% of portfolio
11,215
Q2 2025 Reduced 2.93%
$156B
$651 Million 0.17% of portfolio
5,869
Q3 2025 Added 0.69%
$405B
$671 Million 0.17% of portfolio
693
Q3 2025 Reduced 30.91%
$21.5B
$662 Million 0.17% of portfolio
9,037
Q3 2025 Reduced 2.21%
$10.2B
$674 Million 0.17% of portfolio
35,181
Q3 2025 Added 75.51%
$512B
$672 Million 0.17% of portfolio
1,181
Q3 2025 Reduced 1.67%
$2.16B
$630 Million 0.16% of portfolio
15,495
Q2 2025 Reduced 2.29%
$141B
$621 Million 0.16% of portfolio
24,385
Q3 2025 Added 0.03%
$404B
$630 Million 0.16% of portfolio
680
Q3 2025 Reduced 5.95%
$0
$613 Million 0.16% of portfolio
9,517
Q3 2025 New
$85.9B
$629 Million 0.16% of portfolio
2,847
Q3 2025 Reduced 0.07%
$1.83B
$631 Million 0.16% of portfolio
68,881
Q3 2025 New
$0
$628 Million 0.16% of portfolio
15,275
Q3 2025 Added 5.24%
$16.4B
$644 Million 0.16% of portfolio
34,435
Q3 2025 Added 0.01%
$1.7B
$635 Million 0.16% of portfolio
18,276
Q3 2025 Reduced 0.02%
$0
$597 Million 0.15% of portfolio
14,361
Q3 2025 Reduced 0.05%
$490B
$579 Million 0.15% of portfolio
5,139
Q3 2025 Added 1.26%
$0
$573 Million 0.15% of portfolio
955
Q3 2025 Added 31.36%
$161B
$598 Million 0.15% of portfolio
554
Q3 2025 New
$0
$580 Million 0.15% of portfolio
26,908
Q3 2025 Added 5.65%
$173B
$598 Million 0.15% of portfolio
10,018
Q3 2025 Reduced 12.48%
$515M
$595 Million 0.15% of portfolio
283,246
Q3 2025 Added 27.33%
$21.2B
$574 Million 0.15% of portfolio
1,057
Q3 2025 Added 14.15%
$68.7B
$582 Million 0.15% of portfolio
6,967
Q3 2025 Added 42.65%
$8.3B
$597 Million 0.15% of portfolio
7,169
Q3 2025 Added 0.62%
$136B
$557 Million 0.14% of portfolio
1,507
Q3 2025 Reduced 1.95%
$0
$539 Million 0.14% of portfolio
28,508
Q3 2025 Added 5.88%
$16.1B
$531 Million 0.14% of portfolio
6,932
Q3 2025 Reduced 1.51%
$0
$556 Million 0.14% of portfolio
2,319
Q3 2025 Added 43.15%
$11.2B
$565 Million 0.14% of portfolio
4,993
Q3 2025 Added 17.48%
$2.44B
$566 Million 0.14% of portfolio
7,816
Q3 2025 Added 0.06%
Corpay Inc
-
$560 Million 0.14% of portfolio
-
Q3 2025 Reduced 1.57%
$72.7B
$551 Million 0.14% of portfolio
2,814
Q3 2025 Added 12.2%
$9.3B
$534 Million 0.14% of portfolio
11,801
Q3 2025 Reduced 11.24%
$76.5B
$533 Million 0.14% of portfolio
3,163
Q3 2025 Added 6.43%
Investment Managers Ser Tr I
-
$555 Million 0.14% of portfolio
-
Q3 2025 Reduced 4.41%
$0
$502 Million 0.13% of portfolio
754
Q3 2025 Reduced 1.44%
$12.7B
$492 Million 0.13% of portfolio
5,274
Q3 2025 Reduced 1.37%
$1.48B
$525 Million 0.13% of portfolio
13,856
Q3 2025 Added 0.59%

Summary

  • Portfolio
  • No. of Stocks 328
  • Current Value $393 Billion
  • Prior Value $361 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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