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.