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
$28.2B
$268 Million 0.07% of portfolio
8,481
Q2 2025 New
Blackrock ETF Trust Ii
-
$259 Million 0.07% of portfolio
-
Q2 2025 New
$0
$240 Million 0.07% of portfolio
7,797
Q2 2025 Reduced 7.42%
$12.3B
$257 Million 0.07% of portfolio
1,298
Q2 2025 Reduced 0.31%
$32.7B
$213 Million 0.06% of portfolio
1,658
Q2 2025 New
$147B
$233 Million 0.06% of portfolio
2,230
Q2 2025 Added 9.26%
$2.99B
$219 Million 0.06% of portfolio
1,197
Q2 2025 New
$202B
$208 Million 0.06% of portfolio
1,576
Q2 2025 Added 5.49%
$5.25B
$214 Million 0.06% of portfolio
3,695
Q2 2025 Added 13.87%
$18B
$224 Million 0.06% of portfolio
6,827
Q2 2025 New
$9.88B
$223 Million 0.06% of portfolio
814
Q2 2025 New
$0
$227 Million 0.06% of portfolio
5,390
Q2 2025 New
$0
$225 Million 0.06% of portfolio
3,563
Q2 2025 New
$0
$215 Million 0.06% of portfolio
346
Q2 2025 New
$95.3B
$226 Million 0.06% of portfolio
1,024
Q2 2025 Reduced 0.49%
$0
$233 Million 0.06% of portfolio
970
Q2 2025 New
$14.6B
$233 Million 0.06% of portfolio
1,616
Q2 2025 New
$48.9B
$217 Million 0.06% of portfolio
2,203
Q2 2025 Reduced 0.14%
$1.11B
$204 Million 0.06% of portfolio
6,414
Q2 2025 New
$1.77B
$224 Million 0.06% of portfolio
122,887
Q2 2025 Added 69.88%
$34.5B
$225 Million 0.06% of portfolio
7,151
Q2 2025 Added 7.18%
$60B
$224 Million 0.06% of portfolio
984
Q2 2025 Reduced 0.4%
$708M
$177 Million 0.05% of portfolio
35,000
Q1 2023 New
$1.06B
$100 Million 0.03% of portfolio
14,736
Q2 2025 Reduced 35.87%
$626M
$45.1 Million 0.01% of portfolio
10,031
Q2 2025 New
$270M
$15.1 Million 0.0% of portfolio
14,388
Q2 2025 New

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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