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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.16B
$1.35 Billion 0.37% of portfolio
20,803
Q2 2025 New
$126B
$1.31 Billion 0.36% of portfolio
38,708
Q2 2025 Added 2.19%
$99B
$1.29 Billion 0.36% of portfolio
27,795
Q2 2025 Added 97.18%
$2.72B
$1.31 Billion 0.36% of portfolio
19,183
Q2 2025 New
$32.1B
$1.27 Billion 0.35% of portfolio
8,773
Q2 2025 Reduced 2.72%
$26.8B
$1.25 Billion 0.35% of portfolio
14,261
Q2 2025 Reduced 1.8%
$31B
$1.19 Billion 0.33% of portfolio
5,469
Q2 2025 Reduced 3.41%
$122B
$1.21 Billion 0.33% of portfolio
13,838
Q2 2025 Added 0.19%
$9.89B
$1.2 Billion 0.33% of portfolio
2,930
Q2 2025 New
$86.2B
$1.17 Billion 0.32% of portfolio
4,010
Q2 2025 Reduced 1.86%
$201B
$1.15 Billion 0.32% of portfolio
1,462
Q2 2025 Added 0.14%
$9.36B
$1.13 Billion 0.31% of portfolio
27,611
Q2 2025 Reduced 1.44%
$127B
$1.09 Billion 0.3% of portfolio
3,954
Q2 2025 Reduced 4.01%
$293B
$1.07 Billion 0.3% of portfolio
15,382
Q2 2025 Added 3.54%
$64.2B
$1.04 Billion 0.29% of portfolio
3,683
Q2 2025 Reduced 2.57%
$229B
$1.04 Billion 0.29% of portfolio
7,143
Q2 2025 Reduced 50.44%
$26.4B
$1.02 Billion 0.28% of portfolio
4,387
Q2 2025 Added 5.33%
$14.3B
$1.02 Billion 0.28% of portfolio
34,669
Q2 2025 Reduced 2.55%
$86B
$1.02 Billion 0.28% of portfolio
14,717
Q2 2025 Reduced 2.54%
$218B
$970 Million 0.27% of portfolio
2,499
Q2 2025 Reduced 2.69%
$36.8B
$970 Million 0.27% of portfolio
6,039
Q2 2025 Reduced 15.69%
$282B
$937 Million 0.26% of portfolio
6,604
Q4 2024 New
$145B
$914 Million 0.25% of portfolio
2,560
Q2 2025 Reduced 2.85%
$152B
$888 Million 0.25% of portfolio
3,180
Q2 2025 Reduced 1.82%
$32.2B
$904 Million 0.25% of portfolio
17,135
Q2 2025 Reduced 1.62%
$232B
$900 Million 0.25% of portfolio
3,300
Q2 2025 Added 34.86%
$80.9B
$916 Million 0.25% of portfolio
49,252
Q2 2025 Added 207.27%
$22.7B
$880 Million 0.24% of portfolio
3,948
Q2 2025 Reduced 1.47%
$55.2B
$867 Million 0.24% of portfolio
1,624
Q2 2025 Reduced 2.75%
$56.3B
$880 Million 0.24% of portfolio
2,688
Q2 2025 Reduced 2.86%
$302B
$861 Million 0.24% of portfolio
6,013
Q2 2025 Added 106.77%
$314B
$873 Million 0.24% of portfolio
3,662
Q2 2025 Reduced 2.97%
$27.4B
$816 Million 0.23% of portfolio
39,919
Q2 2025 Reduced 2.24%
$72.7B
$814 Million 0.23% of portfolio
3,055
Q2 2025 New
$153B
$848 Million 0.23% of portfolio
1,667
Q2 2025 Reduced 25.71%
$157B
$829 Million 0.23% of portfolio
2,143
Q2 2025 Reduced 34.16%
$70.1B
$785 Million 0.22% of portfolio
5,032
Q2 2025 Added 8.28%
$64.4B
$789 Million 0.22% of portfolio
3,084
Q2 2025 Reduced 1.66%
$295B
$804 Million 0.22% of portfolio
1,003
Q2 2025 Added 9.14%
$33.9B
$806 Million 0.22% of portfolio
10,852
Q2 2025 Reduced 15.69%
$229B
$811 Million 0.22% of portfolio
5,965
Q2 2025 Reduced 2.61%
$112B
$766 Million 0.21% of portfolio
11,103
Q2 2025 Reduced 22.25%
$32.6B
$764 Million 0.21% of portfolio
11,453
Q2 2025 Reduced 3.68%
$4.67B
$775 Million 0.21% of portfolio
7,644
Q2 2025 Reduced 2.16%
$439B
$716 Million 0.2% of portfolio
723
Q2 2025 Added 1.4%
$250B
$711 Million 0.2% of portfolio
5,051
Q2 2025 Reduced 3.7%
$1.08T
$722 Million 0.2% of portfolio
2,274
Q2 2025 Reduced 24.85%
$8.04B
$713 Million 0.2% of portfolio
7,252
Q2 2025 Added 0.4%
$39.1B
$709 Million 0.2% of portfolio
6,599
Q2 2025 Reduced 2.68%

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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