Legacy Capital Group California, Inc. Portfolio Holdings

Legacy Capital Group California, Inc.

  • $413 Billion
  • Q4 2025

Legacy Capital Group California, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $413 Billion distributed in 336 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4B, Nvidia Corp with a value of $19B, Rubrik Inc. with a value of $13.9B, Jp Morgan ETF Tr Ultra Short I with a value of $11.9B, and Spdr Bloomberg 1 3 Month T Bil with a value of $7.86B.

Examining the 13F form we can see an increase of $20.2B in the current position value, from $393B to 413B.

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 $413 Billion
Technology: $108 Billion
ETFs: $79.6 Billion
Financial Services: $50.4 Billion
Industrials: $26.8 Billion
Healthcare: $26.1 Billion
Consumer Cyclical: $19.4 Billion
Communication Services: $18.2 Billion
Consumer Defensive: $11.9 Billion
Other: $29.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.2B
$396 Million 0.1% of portfolio
10,278
Q4 2025 Reduced 16.9%
$35.1B
$363 Million 0.09% of portfolio
3,596
Q4 2025 New
$5.1B
$379 Million 0.09% of portfolio
4,838
Q4 2025 Added 38.94%
$25.4B
$391 Million 0.09% of portfolio
14,441
Q4 2025 Reduced 1.01%
$46.1B
$371 Million 0.09% of portfolio
4,263
Q4 2025 Added 25.24%
$3.63B
$385 Million 0.09% of portfolio
11,553
Q4 2025 Added 5.38%
$17.5B
$380 Million 0.09% of portfolio
1,103
Q4 2025 Added 0.82%
$0
$357 Million 0.09% of portfolio
5,207
Q4 2025 Added 9.9%
$0
$382 Million 0.09% of portfolio
987
Q1 2023 New
$533B
$391 Million 0.09% of portfolio
1,115
Q4 2025 Added 0.63%
$418B
$358 Million 0.09% of portfolio
2,444
Q4 2025 Reduced 2.44%
$6.51B
$357 Million 0.09% of portfolio
4,090
Q4 2025 Reduced 23.64%
$64.7B
$390 Million 0.09% of portfolio
3,715
Q4 2025 Added 0.68%
$104B
$362 Million 0.09% of portfolio
1,406
Q4 2025 Reduced 0.64%
Blackrock Inc
-
$385 Million 0.09% of portfolio
-
Q4 2025 Added 1.41%
$4.22B
$361 Million 0.09% of portfolio
8,545
Q4 2025 Added 1.04%
$39.4B
$392 Million 0.09% of portfolio
690
Q4 2025 Reduced 73.56%
$0
$351 Million 0.08% of portfolio
6,933
Q4 2025 Added 4.54%
$21.3B
$343 Million 0.08% of portfolio
3,920
Q4 2025 Added 4.59%
$2.03B
$334 Million 0.08% of portfolio
125,623
Q4 2025 Added 0.11%
$163B
$351 Million 0.08% of portfolio
3,092
Q4 2025 New
$41.4B
$347 Million 0.08% of portfolio
3,552
Q4 2025 Added 0.71%
-
$347 Million 0.08% of portfolio
-
Q4 2025 Reduced 12.85%
$62.7B
$336 Million 0.08% of portfolio
4,253
Q4 2025 Added 0.71%
$367B
$339 Million 0.08% of portfolio
984
Q4 2025 Added 0.31%
$0
$344 Million 0.08% of portfolio
4,113
Q4 2025 New
$971B
$312 Million 0.08% of portfolio
290
Q4 2025 Reduced 2.03%
Aegon LTD
-
$350 Million 0.08% of portfolio
-
Q4 2025 Added 1.56%
$0
$332 Million 0.08% of portfolio
1,326
Q4 2025 Added 8.51%
$36B
$314 Million 0.08% of portfolio
12,264
Q4 2025 Added 21.53%
$1.52B
$315 Million 0.08% of portfolio
7,360
Q4 2025 Added 0.93%
$0
$346 Million 0.08% of portfolio
7,868
Q4 2025 Added 10.1%
$53B
$303 Million 0.07% of portfolio
3,507
Q4 2025 Added 1.77%
$346B
$293 Million 0.07% of portfolio
2,044
Q4 2025 Added 0.34%
$71.6B
$291 Million 0.07% of portfolio
4,990
Q4 2025 Added 0.77%
Blackrock ETF Trust Ii
-
$305 Million 0.07% of portfolio
-
Q4 2025 Added 19.77%
$103B
$300 Million 0.07% of portfolio
149
Q4 2025 Reduced 10.78%
$5.22B
$296 Million 0.07% of portfolio
6,427
Q4 2025 Added 0.93%
$32.7B
$301 Million 0.07% of portfolio
1,859
Q4 2025 Added 3.16%
$79.1B
$285 Million 0.07% of portfolio
2,236
Q4 2025 Added 6.27%
$97.6B
$285 Million 0.07% of portfolio
10,188
Q4 2025 New
$61.4B
$270 Million 0.07% of portfolio
1,468
Q4 2025 Reduced 2.52%
$1.36B
$279 Million 0.07% of portfolio
11,893
Q4 2025 Reduced 1.03%
Fs Specialty Lending Fd
-
$290 Million 0.07% of portfolio
-
Q4 2025 New
$14.2B
$299 Million 0.07% of portfolio
1,878
Q4 2025 Added 4.68%
$23.8B
$304 Million 0.07% of portfolio
2,842
Q4 2025 Added 0.78%
$68.9B
$291 Million 0.07% of portfolio
1,009
Q4 2025 Added 0.6%
$140B
$300 Million 0.07% of portfolio
1,244
Q4 2025 Added 0.48%
$12B
$263 Million 0.06% of portfolio
1,330
Q4 2025 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 336
  • Current Value $413 Billion
  • Prior Value $393 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 41 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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