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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$155B
$1.05 Billion 0.37% of portfolio
2,244
Q1 2025 Reduced 0.93%
$73B
$1.05 Billion 0.37% of portfolio
8,092
Q1 2025 Reduced 4.59%
$558B
$1.05 Billion 0.36% of portfolio
7,485
Q1 2025 Added 0.31%
$20.8B
$1.02 Billion 0.36% of portfolio
14,522
Q1 2025 Reduced 16.77%
$87.7B
$1.02 Billion 0.36% of portfolio
15,101
Q1 2025 Reduced 0.87%
$0
$1.02 Billion 0.35% of portfolio
23,987
Q1 2025 Added 2.91%
$141B
$1.02 Billion 0.35% of portfolio
1,847
Q1 2025 Reduced 74.04%
$146B
$1.01 Billion 0.35% of portfolio
3,239
Q1 2025 Reduced 0.74%
$157B
$992 Million 0.35% of portfolio
14,280
Q1 2025 Added 119.62%
$259B
$1 Billion 0.35% of portfolio
4,038
Q1 2025 Reduced 0.98%
$0
$991 Million 0.35% of portfolio
26,725
Q1 2025 Added 7.29%
$282B
$1.01 Billion 0.35% of portfolio
3,774
Q1 2025 Reduced 0.47%
$1.09T
$964 Million 0.34% of portfolio
5,806
Q1 2025 Added 7.36%
$14.3B
$944 Million 0.33% of portfolio
35,577
Q1 2025 Reduced 0.91%
$56.7B
$962 Million 0.33% of portfolio
14,660
Q1 2025 Added 2.89%
$157B
$940 Million 0.33% of portfolio
1,890
Q1 2025 Reduced 0.47%
$87.3B
$944 Million 0.33% of portfolio
2,027
Q1 2025 New
$8.78B
$921 Million 0.32% of portfolio
28,015
Q1 2025 Added 19.67%
$0
$911 Million 0.32% of portfolio
24,302
Q1 2025 Added 3.98%
$27.6B
$906 Million 0.32% of portfolio
23,119
Q1 2025 Reduced 1.76%
$0
$916 Million 0.32% of portfolio
11,205
Q1 2025 Reduced 13.95%
$0
$911 Million 0.32% of portfolio
18,295
Q1 2025 Added 30.49%
$277B
$917 Million 0.32% of portfolio
14,856
Q1 2025 Reduced 8.03%
$0
$914 Million 0.32% of portfolio
17,159
Q1 2025 Added 3.7%
$73B
$893 Million 0.31% of portfolio
5,078
Q1 2025 Reduced 1.93%
$0
$891 Million 0.31% of portfolio
37,480
Q1 2025 New
$0
$884 Million 0.31% of portfolio
21,002
Q1 2025 Added 3.92%
$215B
$896 Million 0.31% of portfolio
1,460
Q1 2025 Reduced 0.61%
$2.12T
$866 Million 0.3% of portfolio
4,554
Q1 2025 Reduced 2.42%
$44.6B
$867 Million 0.3% of portfolio
2,767
Q1 2025 Reduced 1.04%
$99.8B
$860 Million 0.3% of portfolio
14,096
Q1 2025 Added 114.62%
$133B
$859 Million 0.3% of portfolio
9,881
Q1 2025 Reduced 0.54%
$0
$852 Million 0.3% of portfolio
19,493
Q1 2025 Reduced 14.18%
Te Connectivity PLC
-
$855 Million 0.3% of portfolio
-
Q1 2025 New
$29B
$836 Million 0.29% of portfolio
17,417
Q1 2025 Added 18.89%
$29.9B
$831 Million 0.29% of portfolio
2,539
Q1 2025 New
$53.6B
$834 Million 0.29% of portfolio
4,030
Q1 2025 Reduced 1.06%
$9.63B
$837 Million 0.29% of portfolio
13,756
Q1 2025 Added 11.33%
$22.4B
$824 Million 0.29% of portfolio
4,007
Q1 2025 Reduced 2.74%
$193B
$847 Million 0.29% of portfolio
2,568
Q1 2025 Reduced 35.49%
$35.7B
$803 Million 0.28% of portfolio
8,092
Q1 2025 Added 2.59%
$2.01B
$814 Million 0.28% of portfolio
14,060
Q1 2025 Reduced 0.78%
$233B
$812 Million 0.28% of portfolio
6,125
Q1 2025 Reduced 1.1%
$55.4B
$808 Million 0.28% of portfolio
1,670
Q1 2025 Reduced 0.24%
$27.5B
$766 Million 0.27% of portfolio
9,018
Q1 2025 Reduced 9.26%
$73.7B
$765 Million 0.27% of portfolio
4,647
Q1 2025 Reduced 0.49%
$28.1B
$770 Million 0.27% of portfolio
5,662
Q1 2025 Reduced 0.98%
$1.1T
$784 Million 0.27% of portfolio
3,026
Q1 2025 Added 40.48%
$39.3B
$757 Million 0.26% of portfolio
6,781
Q1 2025 Reduced 0.98%

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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