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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.4 Billion 2.89% of portfolio
223,826
Q3 2025 Reduced 29.22%
$0
$7.72 Billion 1.97% of portfolio
84,188
Q3 2025 Reduced 3.85%
$0
$5.81 Billion 1.48% of portfolio
74,207
Q3 2025 Reduced 1.24%
$0
$5.79 Billion 1.47% of portfolio
71,781
Q3 2025 Reduced 1.29%
$0
$4.71 Billion 1.2% of portfolio
92,759
Q3 2025 Reduced 0.12%
$0
$4.52 Billion 1.15% of portfolio
46,982
Q3 2025 Reduced 0.68%
$0
$2.13 Billion 0.54% of portfolio
7,556
Q3 2025 Reduced 0.64%
$0
$1.5 Billion 0.38% of portfolio
24,236
Q3 2025 Added 10.16%
$0
$1.29 Billion 0.33% of portfolio
24,911
Q3 2025 Added 4.37%
$0
$1.24 Billion 0.32% of portfolio
45,464
Q3 2025 Reduced 0.89%
$0
$1.19 Billion 0.3% of portfolio
41,832
Q3 2025 Added 5.22%
$0
$1.18 Billion 0.3% of portfolio
28,240
Q3 2025 Added 1.92%
$0
$1.16 Billion 0.3% of portfolio
41,577
Q3 2025 Reduced 0.51%
$0
$1.19 Billion 0.3% of portfolio
12,744
Q3 2025 Added 8.34%
$0
$1.14 Billion 0.29% of portfolio
27,230
Q3 2025 Added 6.93%
$0
$1.16 Billion 0.29% of portfolio
21,485
Q3 2025 Added 5.46%
$0
$1.04 Billion 0.27% of portfolio
19,254
Q3 2025 Reduced 7.02%
$130B
$990 Million 0.25% of portfolio
2,785
Q3 2025 Added 20.67%
$0
$846 Million 0.22% of portfolio
5,485
Q3 2025 Added 19.89%
$0
$863 Million 0.22% of portfolio
4,181
Q3 2025 Reduced 0.71%
$0
$875 Million 0.22% of portfolio
16,378
Q3 2025 Reduced 20.0%
$0
$802 Million 0.2% of portfolio
6,774
Q3 2025 Reduced 0.57%
$0
$755 Million 0.19% of portfolio
2,299
Q3 2025 Added 10.0%
$0
$713 Million 0.18% of portfolio
5,904
Q3 2025 Added 78.85%
$0
$613 Million 0.16% of portfolio
9,517
Q3 2025 New
$0
$628 Million 0.16% of portfolio
15,275
Q3 2025 Added 5.24%
$0
$597 Million 0.15% of portfolio
14,361
Q3 2025 Reduced 0.05%
$0
$573 Million 0.15% of portfolio
955
Q3 2025 Added 31.36%
$0
$580 Million 0.15% of portfolio
26,908
Q3 2025 Added 5.65%
$0
$539 Million 0.14% of portfolio
28,508
Q3 2025 Added 5.88%
$0
$556 Million 0.14% of portfolio
2,319
Q3 2025 Added 43.15%
$0
$502 Million 0.13% of portfolio
754
Q3 2025 Reduced 1.44%
$0
$476 Million 0.12% of portfolio
2,695
Q3 2025 Reduced 0.77%
$0
$411 Million 0.1% of portfolio
4,598
Q3 2025 Added 0.22%
$0
$384 Million 0.1% of portfolio
627
Q3 2025 Added 1.62%
$0
$391 Million 0.1% of portfolio
4,111
Q3 2025 Reduced 3.57%
$0
$374 Million 0.1% of portfolio
987
Q1 2023 New
$24.1B
$382 Million 0.1% of portfolio
9,011
Q3 2025 Added 31.99%
$0
$409 Million 0.1% of portfolio
5,856
Q3 2025 Added 3.79%
$0
$337 Million 0.09% of portfolio
6,632
Q3 2025 Added 0.05%
$0
$364 Million 0.09% of portfolio
2,616
Q3 2025 Reduced 0.95%
$218M
$359 Million 0.09% of portfolio
4,038
Q3 2025 Added 27.95%
$0
$310 Million 0.08% of portfolio
4,738
Q3 2025 Added 32.98%
$0
$313 Million 0.08% of portfolio
1,222
Q3 2025 Added 25.98%
$0
$305 Million 0.08% of portfolio
7,146
Q3 2025 Added 32.58%
$0
$238 Million 0.06% of portfolio
4,666
Q3 2025 Reduced 0.04%
$0
$240 Million 0.06% of portfolio
4,771
Q3 2025 Reduced 0.06%
$0
$240 Million 0.06% of portfolio
4,687
Q3 2025 Reduced 0.04%
$0
$240 Million 0.06% of portfolio
7,792
Q3 2025 Reduced 0.06%

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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