Legacy Capital Group California, Inc. Portfolio Holdings

Legacy Capital Group California, Inc.

  • $287 Billion
  • Q1 2025

Legacy Capital Group California, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $287 Billion distributed in 306 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.6B, Rubrik Inc. with a value of $11B, Jp Morgan ETF Tr Ultra Short I with a value of $11B, Nvidia Corp with a value of $9.64B, and Spdr Bloomberg 1 3 Month T Bil with a value of $6.21B.

Examining the 13F form we can see an decrease of $40.9B in the current position value, from $328B to 287B.

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 $287 Billion
Technology: $65.9 Billion
ETFs: $63.8 Billion
Financial Services: $31.7 Billion
Healthcare: $18.5 Billion
Industrials: $16.8 Billion
Communication Services: $14.6 Billion
Consumer Cyclical: $11.6 Billion
Consumer Defensive: $10.4 Billion
Other: $23.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.4B
$370 Million 0.13% of portfolio
1,072
Q1 2025 New
$83.2B
$345 Million 0.12% of portfolio
15,209
Q1 2025 Reduced 53.1%
$370B
$339 Million 0.12% of portfolio
924
Q1 2025 Added 7.19%
$7.12B
$333 Million 0.12% of portfolio
2,860
Q1 2025 Added 16.31%
$1.36B
$355 Million 0.12% of portfolio
12,507
Q1 2025 Reduced 1.27%
$191B
$350 Million 0.12% of portfolio
641
Q1 2025 Reduced 0.47%
$6.07B
$335 Million 0.12% of portfolio
11,025
Q1 2025 Added 11.27%
$61.7B
$335 Million 0.12% of portfolio
4,175
Q1 2025 Reduced 0.57%
$10.3B
$319 Million 0.11% of portfolio
18,027
Q1 2025 Reduced 17.03%
$64.5B
$318 Million 0.11% of portfolio
6,765
Q1 2025 Reduced 0.59%
$354B
$305 Million 0.11% of portfolio
1,137
Q1 2025 Reduced 0.09%
$52B
$304 Million 0.11% of portfolio
2,804
Q1 2025 New
$335B
$321 Million 0.11% of portfolio
2,425
Q1 2025 New
$654M
$305 Million 0.11% of portfolio
82,323
Q1 2025 Added 28.04%
$64.4B
$316 Million 0.11% of portfolio
3,015
Q1 2025 Added 10.2%
$99.3B
$327 Million 0.11% of portfolio
752
Q1 2025 Reduced 0.53%
$20.2B
$327 Million 0.11% of portfolio
3,725
Q1 2025 Reduced 0.08%
$5.21B
$274 Million 0.1% of portfolio
6,308
Q1 2025 Reduced 0.63%
$12.4B
$287 Million 0.1% of portfolio
3,892
Q1 2025 Added 0.34%
$26.5B
$294 Million 0.1% of portfolio
31,427
Q1 2025 Reduced 1.44%
$3.43B
$288 Million 0.1% of portfolio
3,772
Q1 2025 Reduced 67.69%
$233B
$285 Million 0.1% of portfolio
3,893
Q1 2025 Reduced 1.44%
$58.3B
$279 Million 0.1% of portfolio
2,374
Q1 2025 Added 20.08%
$1.22B
$274 Million 0.1% of portfolio
7,209
Q1 2025 Reduced 0.57%
$243B
$299 Million 0.1% of portfolio
2,684
Q1 2025 Reduced 2.82%
$13.8B
$279 Million 0.1% of portfolio
878
Q1 2025 Reduced 81.62%
$72.1B
$294 Million 0.1% of portfolio
1,638
Q1 2025 Reduced 0.61%
$957M
$292 Million 0.1% of portfolio
39,723
Q1 2025 Added 17.38%
$55B
$280 Million 0.1% of portfolio
11,758
Q1 2025 Added 2.78%
$140B
$287 Million 0.1% of portfolio
1,232
Q1 2025 Reduced 0.56%
$19.5B
$293 Million 0.1% of portfolio
3,206
Q1 2025 Reduced 1.44%
$152B
$297 Million 0.1% of portfolio
8,048
Q1 2025 New
$8.29B
$287 Million 0.1% of portfolio
1,435
Q1 2025 Added 33.61%
$11.2B
$279 Million 0.1% of portfolio
1,127
Q1 2025 Added 19.89%
$2.56B
$262 Million 0.09% of portfolio
5,570
Q1 2025 Added 13.7%
$11.9B
$252 Million 0.09% of portfolio
6,976
Q1 2025 Reduced 0.67%
$74B
$268 Million 0.09% of portfolio
1,330
Q1 2025 Added 38.11%
$19.9B
$270 Million 0.09% of portfolio
3,238
Q1 2025 Added 7.83%
$1.71B
$267 Million 0.09% of portfolio
7,548
Q1 2025 New
$13.6B
$272 Million 0.09% of portfolio
2,151
Q1 2025 New
$1.44B
$263 Million 0.09% of portfolio
5,140
Q1 2025 Reduced 0.64%
$52.5B
$257 Million 0.09% of portfolio
9,456
Q1 2025 Reduced 1.39%
$10.6B
$262 Million 0.09% of portfolio
1,302
Q1 2025 Reduced 0.69%
$1.25B
$248 Million 0.09% of portfolio
3,795
Q1 2025 Added 12.18%
$16.2B
$269 Million 0.09% of portfolio
4,223
Q1 2025 Reduced 0.61%
$226B
$271 Million 0.09% of portfolio
4,716
Q1 2025 Added 3.01%
$36.3B
$264 Million 0.09% of portfolio
446
Q1 2025 New
$59.1B
$268 Million 0.09% of portfolio
8,617
Q1 2025 Reduced 1.44%
$64.9B
$246 Million 0.09% of portfolio
16,029
Q1 2025 Added 8.0%

Summary

  • Portfolio
  • No. of Stocks 306
  • Current Value $287 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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