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
$3.38T
$25.9 Billion 7.18% of portfolio
126,232
Q2 2025 Reduced 1.97%
$431B
$16.6 Billion 4.6% of portfolio
105,002
Q2 2025 Added 18.03%
Rubrik Inc.
-
$16.2 Billion 4.5% of portfolio
-
Q4 2024 Added 140.72%
$0
$16 Billion 4.44% of portfolio
316,225
Q2 2025 Added 45.32%
$0
$8.03 Billion 2.23% of portfolio
87,555
Q2 2025 Added 29.29%
$3.81T
$5.73 Billion 1.59% of portfolio
11,526
Q2 2025 Added 16.83%
$0
$5.46 Billion 1.51% of portfolio
75,142
Q2 2025 Added 19.31%
$0
$5.45 Billion 1.51% of portfolio
72,716
Q2 2025 Reduced 5.74%
$0
$4.71 Billion 1.31% of portfolio
92,867
Q2 2025 Reduced 1.89%
$0
$4.53 Billion 1.26% of portfolio
47,302
Q2 2025 Added 174.34%
Pimco ETF Tr
-
$4.56 Billion 1.26% of portfolio
-
Q2 2025 Reduced 3.2%
$850B
$4.31 Billion 1.19% of portfolio
14,869
Q2 2025 Added 49.72%
$0
$4.13 Billion 1.15% of portfolio
199,187
Q2 2025 Added 14.19%
Victory Portfolios Ii
-
$3.91 Billion 1.08% of portfolio
-
Q2 2025 Reduced 1.68%
$253B
$3.57 Billion 0.99% of portfolio
12,127
Q2 2025 Added 200.32%
-
$3.12 Billion 0.86% of portfolio
-
Q2 2025 New
$1.07T
$2.98 Billion 0.83% of portfolio
16,907
Q2 2025 Added 15.08%
$139B
$2.99 Billion 0.83% of portfolio
3,896
Q2 2025 Added 110.94%
$223B
$2.9 Billion 0.8% of portfolio
23,412
Q2 2025 Reduced 1.42%
Ea Series Trust
-
$2.82 Billion 0.78% of portfolio
-
Q2 2025 Reduced 4.07%
$241B
$2.65 Billion 0.74% of portfolio
3,750
Q2 2025 Added 485.02%
$2.28T
$2.46 Billion 0.68% of portfolio
11,212
Q2 2025 Added 146.2%
$0
$2.2 Billion 0.61% of portfolio
39,240
Q2 2025 New
$53B
$2.17 Billion 0.6% of portfolio
2,619
Q2 2025 Added 268.87%
$180B
$2.14 Billion 0.59% of portfolio
25,099
Q2 2025 Reduced 2.66%
$426B
$2.08 Billion 0.58% of portfolio
13,645
Q2 2025 Reduced 1.16%
$88.1B
$2.05 Billion 0.57% of portfolio
21,878
Q2 2025 New
$1.62T
$1.97 Billion 0.55% of portfolio
2,676
Q2 2025 Added 1.56%
$0
$1.93 Billion 0.53% of portfolio
7,605
Q2 2025 Reduced 1.96%
$377B
$1.87 Billion 0.52% of portfolio
39,602
Q2 2025 Reduced 1.13%
$514M
$1.8 Billion 0.5% of portfolio
305,550
Q2 2025 New
$207B
$1.81 Billion 0.5% of portfolio
22,804
Q2 2025 Reduced 28.19%
$83.7B
$1.82 Billion 0.5% of portfolio
8,563
Q2 2025 Added 422.77%
-
$1.78 Billion 0.49% of portfolio
-
Q2 2025 New
$3.36B
$1.73 Billion 0.48% of portfolio
37,272
Q2 2025 New
$171B
$1.69 Billion 0.47% of portfolio
10,635
Q2 2025 Reduced 2.59%
$567B
$1.66 Billion 0.46% of portfolio
1,239
Q2 2025 Reduced 0.96%
$56.9B
$1.62 Billion 0.45% of portfolio
4,286
Q2 2025 Added 359.87%
$101B
$1.58 Billion 0.44% of portfolio
3,104
Q2 2025 New
$258B
$1.55 Billion 0.43% of portfolio
15,865
Q2 2025 Reduced 33.2%
$631B
$1.57 Billion 0.43% of portfolio
3,227
Q2 2025 Added 3.26%
$29.2B
$1.53 Billion 0.42% of portfolio
4,549
Q2 2025 New
$284B
$1.52 Billion 0.42% of portfolio
5,891
Q2 2025 New
$52.2B
$1.51 Billion 0.42% of portfolio
7,501
Q2 2025 Added 86.13%
$1.12T
$1.49 Billion 0.41% of portfolio
8,380
Q2 2025 Added 0.23%
$671B
$1.49 Billion 0.41% of portfolio
6,823
Q2 2025 Reduced 8.84%
$151B
$1.47 Billion 0.41% of portfolio
12,741
Q2 2025 New
$78.4B
$1.45 Billion 0.4% of portfolio
7,793
Q2 2025 Reduced 3.7%
$138B
$1.45 Billion 0.4% of portfolio
6,930
Q2 2025 New

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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