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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$91.7B
$340 Million 0.09% of portfolio
6,264
Q2 2025 Added 19.02%
$1.36B
$341 Million 0.09% of portfolio
12,021
Q2 2025 Reduced 3.89%
Aegon LTD
-
$308 Million 0.09% of portfolio
-
Q2 2025 Added 16.47%
$89.6B
$340 Million 0.09% of portfolio
15,163
Q2 2025 Reduced 0.3%
$261B
$319 Million 0.09% of portfolio
1,754
Q2 2025 Added 5.35%
$76.9B
$332 Million 0.09% of portfolio
6,740
Q2 2025 Reduced 0.37%
$5.03B
$312 Million 0.09% of portfolio
3,770
Q2 2025 Reduced 0.05%
$324B
$272 Million 0.08% of portfolio
2,395
Q2 2025 Reduced 1.24%
$13B
$277 Million 0.08% of portfolio
6,938
Q2 2025 Reduced 0.54%
$5.84B
$295 Million 0.08% of portfolio
6,269
Q2 2025 Reduced 0.62%
$70.7B
$291 Million 0.08% of portfolio
749
Q2 2025 Reduced 0.4%
$4.01B
$296 Million 0.08% of portfolio
3,451
Q2 2025 Reduced 0.52%
$25.4B
$294 Million 0.08% of portfolio
34,674
Q2 2025 Added 20.49%
$22B
$285 Million 0.08% of portfolio
3,438
Q2 2025 Added 6.18%
$2.95B
$295 Million 0.08% of portfolio
6,182
Q2 2025 Added 10.99%
$234M
$300 Million 0.08% of portfolio
222,454
Q2 2025 Added 48.86%
$81.5B
$280 Million 0.08% of portfolio
570
Q2 2025 Added 4.2%
$1.4B
$279 Million 0.08% of portfolio
7,175
Q2 2025 Reduced 0.47%
$141B
$287 Million 0.08% of portfolio
8,040
Q2 2025 Reduced 0.1%
$597M
$286 Million 0.08% of portfolio
-
Q2 2025 Reduced 90.78%
$78.6B
$303 Million 0.08% of portfolio
4,072
Q2 2025 Reduced 0.34%
$23.4B
$296 Million 0.08% of portfolio
2,777
Q2 2025 Reduced 25.45%
$130B
$280 Million 0.08% of portfolio
5,921
Q2 2025 Added 6.53%
$94.5B
$274 Million 0.08% of portfolio
547
Q2 2025 Reduced 73.01%
$56.9B
$303 Million 0.08% of portfolio
9,467
Q2 2025 Added 9.86%
Bunge Global Sa
-
$297 Million 0.08% of portfolio
-
Q2 2025 Added 6.82%
$12.3B
$274 Million 0.08% of portfolio
3,847
Q2 2025 Reduced 1.16%
$52.5B
$274 Million 0.08% of portfolio
1,339
Q2 2025 Added 8.95%
$8.26B
$271 Million 0.08% of portfolio
19,007
Q2 2025 Added 7.47%
$258B
$301 Million 0.08% of portfolio
4,273
Q2 2025 Added 9.76%
$368B
$292 Million 0.08% of portfolio
1,831
Q2 2025 Added 14.51%
$23.2B
$301 Million 0.08% of portfolio
58,057
Q2 2025 Added 26.62%
$0
$240 Million 0.07% of portfolio
4,689
Q2 2025 Reduced 7.39%
$94.4B
$256 Million 0.07% of portfolio
3,606
Q2 2025 Reduced 59.31%
$0
$238 Million 0.07% of portfolio
4,668
Q2 2025 Reduced 88.16%
$0
$239 Million 0.07% of portfolio
4,774
Q2 2025 Reduced 7.48%
$79.9B
$239 Million 0.07% of portfolio
763
Q2 2025 New
$176M
$237 Million 0.07% of portfolio
3,156
Q2 2025 New
$9.13B
$254 Million 0.07% of portfolio
4,057
Q2 2025 Added 36.46%
$1.14B
$245 Million 0.07% of portfolio
4,048
Q2 2025 Added 6.67%
$0
$245 Million 0.07% of portfolio
5,078
Q2 2025 Reduced 7.42%
$57.2B
$262 Million 0.07% of portfolio
9,086
Q2 2025 Reduced 3.91%
$152B
$270 Million 0.07% of portfolio
1,219
Q2 2025 Reduced 1.06%
$95.8B
$244 Million 0.07% of portfolio
5,384
Q2 2025 New
$1.68B
$248 Million 0.07% of portfolio
23,973
Q2 2025 Reduced 39.65%
$33.7B
$248 Million 0.07% of portfolio
9,523
Q2 2025 New
$1.53B
$236 Million 0.07% of portfolio
5,119
Q2 2025 Reduced 0.41%
$0
$235 Million 0.07% of portfolio
5,445
Q2 2025 New
$2.33B
$256 Million 0.07% of portfolio
24,712
Q2 2025 Reduced 0.29%

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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