$147 Million is the total value of Legacy Capital Partners, Inc.'s 110 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PCRX | New | Pacira Pharmaceuticals Inc. | $849,000 | – | 20,650 | +100.0% | 0.58% | – |
VRSN | New | Verisign Inc. | $574,000 | – | 8,125 | +100.0% | 0.39% | – |
FL | New | Foot Locker Inc. | $513,000 | – | 7,125 | +100.0% | 0.35% | – |
MAR | New | Marriott Intl Inc. | $483,000 | – | 7,081 | +100.0% | 0.33% | – |
GOOGL | New | Alphabet, Inc. Class A (former | $377,000 | – | 590 | +100.0% | 0.26% | – |
HD | New | Home Depot, Inc. | $349,000 | – | 3,020 | +100.0% | 0.24% | – |
V | New | Visa | $314,000 | – | 4,500 | +100.0% | 0.21% | – |
EFX | New | Equifax, Inc. | $285,000 | – | 2,925 | +100.0% | 0.19% | – |
UNH | New | Unitedhealth Group | $221,000 | – | 1,900 | +100.0% | 0.15% | – |
CLX | New | Clorox Co. | $220,000 | – | 1,900 | +100.0% | 0.15% | – |
MTG | New | MGIC Investment Corp | $163,000 | – | 17,520 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-09
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.