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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$1.61 Billion 0.41% of portfolio
39,232
Q3 2025 Added 1.35%
$522B
$1.56 Billion 0.4% of portfolio
8,416
Q3 2025 Reduced 38.32%
$84.4B
$1.55 Billion 0.4% of portfolio
7,921
Q3 2025 Added 1.64%
$5.23B
$1.52 Billion 0.39% of portfolio
6,932
Q3 2025 Reduced 1.11%
$0
$1.5 Billion 0.38% of portfolio
24,236
Q3 2025 Added 10.16%
$114B
$1.48 Billion 0.38% of portfolio
6,852
Q3 2025 Reduced 1.13%
$115B
$1.51 Billion 0.38% of portfolio
3,070
Q3 2025 Reduced 1.1%
$53.3B
$1.49 Billion 0.38% of portfolio
6,325
Q3 2025 Reduced 27.9%
$181B
$1.49 Billion 0.38% of portfolio
15,223
Q3 2025 Reduced 1.12%
$11.8B
$1.45 Billion 0.37% of portfolio
27,752
Q3 2025 Added 0.51%
$37.6B
$1.46 Billion 0.37% of portfolio
21,755
Q3 2025 Reduced 1.14%
Lam Research Corp
-
$1.43 Billion 0.37% of portfolio
-
Q3 2025 Reduced 17.06%
$69.4B
$1.41 Billion 0.36% of portfolio
17,235
Q3 2025 Reduced 33.68%
$662B
$1.4 Billion 0.36% of portfolio
2,781
Q3 2025 Reduced 13.82%
$94.5B
$1.38 Billion 0.35% of portfolio
4,055
Q3 2025 Added 1.12%
$128B
$1.35 Billion 0.34% of portfolio
14,181
Q3 2025 Added 2.48%
T Rowe Price ETF Inc
-
$1.28 Billion 0.33% of portfolio
-
Q3 2025 Reduced 1.21%
$3.74B
$1.29 Billion 0.33% of portfolio
31,891
Q3 2025 Reduced 1.05%
$0
$1.29 Billion 0.33% of portfolio
24,911
Q3 2025 Added 4.37%
$49.1B
$1.31 Billion 0.33% of portfolio
1,096
Q3 2025 Reduced 11.54%
$1.46T
$1.29 Billion 0.33% of portfolio
4,612
Q3 2025 Reduced 22.02%
$2.72B
$1.24 Billion 0.32% of portfolio
42,353
Q3 2025 New
$0
$1.24 Billion 0.32% of portfolio
45,464
Q3 2025 Reduced 0.89%
$291B
$1.2 Billion 0.31% of portfolio
2,512
Q3 2025 Added 0.52%
$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%
-
$1.16 Billion 0.3% of portfolio
-
Q3 2025 Reduced 62.93%
$413B
$1.17 Billion 0.3% of portfolio
22,641
Q3 2025 Reduced 42.83%
$0
$1.16 Billion 0.3% of portfolio
41,577
Q3 2025 Reduced 0.51%
$24.5B
$1.17 Billion 0.3% of portfolio
10,350
Q3 2025 Reduced 27.42%
$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%
$237B
$1.13 Billion 0.29% of portfolio
4,748
Q3 2025 Added 43.88%
$65.2B
$1.14 Billion 0.29% of portfolio
2,699
Q3 2025 Added 0.41%
$258B
$1.16 Billion 0.29% of portfolio
6,914
Q3 2025 Reduced 3.21%
$103B
$1.12 Billion 0.28% of portfolio
14,809
Q3 2025 Added 0.63%
$150B
$1.1 Billion 0.28% of portfolio
18,515
Q3 2025 Reduced 14.77%
$0
$1.11 Billion 0.28% of portfolio
23,607
Q3 2025 Added 7.12%
$151B
$1.12 Billion 0.28% of portfolio
3,168
Q3 2025 Added 47.83%
$22B
$1.05 Billion 0.27% of portfolio
19,372
Q3 2025 New
$0
$1.04 Billion 0.27% of portfolio
19,254
Q3 2025 Reduced 7.02%
$27.4B
$1.07 Billion 0.27% of portfolio
4,355
Q3 2025 Reduced 0.73%
$3.15B
$1.05 Billion 0.27% of portfolio
20,588
Q3 2025 Reduced 1.03%
$38.8B
$1.05 Billion 0.27% of portfolio
6,498
Q3 2025 Added 7.6%
$109B
$1.06 Billion 0.27% of portfolio
19,134
Q3 2025 Added 72.33%
$32.2B
$1.03 Billion 0.26% of portfolio
17,226
Q3 2025 Added 0.53%
$27.2B
$1.04 Billion 0.26% of portfolio
4,773
Q3 2025 Reduced 12.73%
$86B
$1.04 Billion 0.26% of portfolio
50,121
Q3 2025 Added 1.76%

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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