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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24B
$2.12 Billion 0.54% of portfolio
36,837
Q3 2025 Reduced 1.17%
$5.23B
$1.52 Billion 0.39% of portfolio
6,932
Q3 2025 Reduced 1.11%
$3.74B
$1.29 Billion 0.33% of portfolio
31,891
Q3 2025 Reduced 1.05%
$2.72B
$1.24 Billion 0.32% of portfolio
42,353
Q3 2025 New
$3.15B
$1.05 Billion 0.27% of portfolio
20,588
Q3 2025 Reduced 1.03%
$3.27B
$993 Million 0.25% of portfolio
8,503
Q3 2025 Reduced 1.01%
$2.12B
$994 Million 0.25% of portfolio
18,990
Q3 2025 Reduced 1.01%
$8.99B
$733 Million 0.19% of portfolio
21,145
Q3 2025 Added 91.63%
$3.29B
$746 Million 0.19% of portfolio
43,628
Q3 2025 Added 0.03%
$3.92B
$762 Million 0.19% of portfolio
85,157
Q3 2025 Added 11.27%
$3.83B
$725 Million 0.18% of portfolio
9,220
Q3 2025 Added 20.62%
$6.17B
$703 Million 0.18% of portfolio
21,628
Q3 2025 Added 102.81%
$2.16B
$630 Million 0.16% of portfolio
15,495
Q2 2025 Reduced 2.29%
$8.3B
$597 Million 0.15% of portfolio
7,169
Q3 2025 Added 0.62%
$2.44B
$566 Million 0.14% of portfolio
7,816
Q3 2025 Added 0.06%
$9.3B
$534 Million 0.14% of portfolio
11,801
Q3 2025 Reduced 11.24%
$9.27B
$433 Million 0.11% of portfolio
22,201
Q3 2025 Added 6.04%
$5.75B
$424 Million 0.11% of portfolio
12,283
Q3 2025 Added 7.45%
$3.63B
$389 Million 0.1% of portfolio
10,963
Q3 2025 Reduced 13.71%
$10B
$410 Million 0.1% of portfolio
20,356
Q3 2025 Added 7.1%
$5.59B
$396 Million 0.1% of portfolio
3,506
Q3 2025 Added 1.59%
$2.03B
$345 Million 0.09% of portfolio
125,482
Q3 2025 Added 2.11%
$2.2B
$340 Million 0.09% of portfolio
3,358
Q3 2025 New
$4.22B
$356 Million 0.09% of portfolio
8,457
Q3 2025 New
$6.51B
$307 Million 0.08% of portfolio
5,356
Q3 2025 Reduced 17.55%
$3.45B
$328 Million 0.08% of portfolio
3,833
Q3 2025 Added 1.67%
$5.22B
$325 Million 0.08% of portfolio
6,368
Q3 2025 Added 1.58%
$2.4B
$233 Million 0.06% of portfolio
9,397
Q3 2025 New
$5.1B
$238 Million 0.06% of portfolio
3,482
Q3 2025 New
$8.69B
$141 Million 0.04% of portfolio
11,615
Q3 2025 New

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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