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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$32.5 Billion 8.28% of portfolio
127,693
Q3 2025 Added 1.16%
$465B
$20.2 Billion 5.14% of portfolio
108,180
Q3 2025 Added 3.03%
$3.78T
$6.68 Billion 1.7% of portfolio
12,890
Q3 2025 Added 11.83%
$881B
$4.35 Billion 1.11% of portfolio
13,804
Q3 2025 Reduced 7.16%
$0
$4.32 Billion 1.1% of portfolio
38,734
Q3 2025 Reduced 1.29%
$266B
$3.56 Billion 0.91% of portfolio
12,614
Q3 2025 Added 4.02%
$1.65T
$3.4 Billion 0.87% of portfolio
13,980
Q3 2025 Reduced 17.31%
$265B
$3.28 Billion 0.84% of portfolio
4,122
Q3 2025 Added 9.92%
$111B
$3.17 Billion 0.81% of portfolio
9,620
Q3 2025 Added 1.83%
$0
$3.15 Billion 0.8% of portfolio
210,751
Q3 2025 Added 5.81%
$102B
$3.1 Billion 0.79% of portfolio
21,642
Q3 2025 Reduced 1.08%
$193B
$3 Billion 0.76% of portfolio
26,213
Q3 2025 Added 11.96%
$174B
$2.55 Billion 0.65% of portfolio
17,174
Q3 2025 Added 34.79%
$190B
$2.55 Billion 0.65% of portfolio
25,141
Q3 2025 Added 0.17%
$123B
$2.51 Billion 0.64% of portfolio
3,596
Q3 2025 Reduced 7.7%
$2.39T
$2.43 Billion 0.62% of portfolio
11,064
Q3 2025 Reduced 1.32%
$3.24B
$2.12 Billion 0.54% of portfolio
36,837
Q3 2025 Reduced 1.17%
$152B
$2.09 Billion 0.53% of portfolio
8,466
Q3 2025 Added 562.44%
$1.37T
$1.98 Billion 0.5% of portfolio
2,692
Q3 2025 Added 0.6%
$499M
$1.93 Billion 0.49% of portfolio
301,840
Q3 2025 Reduced 1.21%
$235B
$1.91 Billion 0.49% of portfolio
22,808
Q3 2025 Added 0.02%
$1.74T
$1.94 Billion 0.49% of portfolio
7,966
Q3 2025 Reduced 4.94%
$53.8B
$1.94 Billion 0.49% of portfolio
12,353
Q3 2025 Added 223.55%
$187B
$1.94 Billion 0.49% of portfolio
11,646
Q3 2025 Added 9.51%
$39.4B
$1.87 Billion 0.48% of portfolio
2,610
Q3 2025 Reduced 0.34%
$77.2B
$1.81 Billion 0.46% of portfolio
8,510
Q3 2025 Reduced 0.62%
$1.29T
$1.75 Billion 0.45% of portfolio
3,937
Q3 2025 Added 73.13%
$61.4B
$1.76 Billion 0.45% of portfolio
4,237
Q3 2025 Reduced 1.14%
-
$1.77 Billion 0.45% of portfolio
-
Q3 2025 Reduced 0.75%
$328B
$1.75 Billion 0.45% of portfolio
5,822
Q3 2025 Reduced 1.17%
$26.9B
$1.7 Billion 0.43% of portfolio
4,494
Q3 2025 Reduced 1.21%
$268B
$1.69 Billion 0.43% of portfolio
10,124
Q3 2025 Added 238.6%
$593B
$1.69 Billion 0.43% of portfolio
6,002
Q3 2025 Reduced 12.03%
$279B
$1.64 Billion 0.42% of portfolio
15,924
Q3 2025 Added 0.37%
$20.8B
$1.67 Billion 0.42% of portfolio
8,201
Q3 2025 Reduced 0.87%
$57.9B
$1.61 Billion 0.41% of portfolio
7,480
Q3 2025 Reduced 0.28%
$319B
$1.59 Billion 0.41% of portfolio
23,299
Q3 2025 Added 51.47%
$124B
$1.61 Billion 0.41% of portfolio
39,232
Q3 2025 Added 1.35%
$522B
$1.56 Billion 0.4% of portfolio
8,416
Q3 2025 Reduced 38.32%
$84.4B
$1.55 Billion 0.4% of portfolio
7,921
Q3 2025 Added 1.64%
$5.23B
$1.52 Billion 0.39% of portfolio
6,932
Q3 2025 Reduced 1.11%
$114B
$1.48 Billion 0.38% of portfolio
6,852
Q3 2025 Reduced 1.13%
$115B
$1.51 Billion 0.38% of portfolio
3,070
Q3 2025 Reduced 1.1%
$53.3B
$1.49 Billion 0.38% of portfolio
6,325
Q3 2025 Reduced 27.9%
$181B
$1.49 Billion 0.38% of portfolio
15,223
Q3 2025 Reduced 1.12%
$11.8B
$1.45 Billion 0.37% of portfolio
27,752
Q3 2025 Added 0.51%
$37.6B
$1.46 Billion 0.37% of portfolio
21,755
Q3 2025 Reduced 1.14%
$69.4B
$1.41 Billion 0.36% of portfolio
17,235
Q3 2025 Reduced 33.68%
$662B
$1.4 Billion 0.36% of portfolio
2,781
Q3 2025 Reduced 13.82%

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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