$156 Million is the total value of Legacy Capital Partners, Inc.'s 114 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIIB | New | Biogen IDEC, Inc. | $749,000 | – | 2,205 | +100.0% | 0.48% | – |
| BABA | New | Alibaba Group Holding Limited | $666,000 | – | 6,400 | +100.0% | 0.43% | – |
| WBA | New | Walgreens Boots Alliance | $557,000 | – | 7,300 | +100.0% | 0.36% | – |
| COH | New | Coach Inc. | $301,000 | – | 7,995 | +100.0% | 0.19% | – |
| EMR | New | Emerson Electric Co. | $294,000 | – | 4,750 | +100.0% | 0.19% | – |
| BSCH | New | Guggenheim BulletShares 2017 Cbndfnd | $267,000 | – | 11,750 | +100.0% | 0.17% | – |
| PLL | New | Pall Corp. | $255,000 | – | 2,510 | +100.0% | 0.16% | – |
| BX | New | The Blackstone Group L.P | $247,000 | – | 7,285 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 36 | Q1 2022 | 9.5% |
| INTEL CORP COM | 36 | Q1 2022 | 3.5% |
| JOHNSON & JOHNSON COM | 36 | Q1 2022 | 3.1% |
| ACCENTURE PLC IRELAND SHS CLASS A | 36 | Q1 2022 | 3.6% |
| Bank of Montreal | 36 | Q1 2022 | 2.9% |
| VERIZON COMMUNICATIONS INC COM | 36 | Q1 2022 | 3.1% |
| PROCTER & GAMBLE CO COM | 36 | Q1 2022 | 3.0% |
| COCA COLA CO COM | 36 | Q1 2022 | 3.3% |
| FISERV INC COM | 36 | Q1 2022 | 3.2% |
| AbbVie Inc. Common Stock | 36 | Q1 2022 | 3.5% |
View Legacy Capital Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-10-18 |
| 13F-HR | 2021-07-13 |
| 13F-HR | 2021-04-20 |
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-10-13 |
| 13F-HR | 2020-07-07 |
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-01-14 |
View Legacy Capital Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.