$178 Million is the total value of Legacy Capital Partners, Inc.'s 109 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Home Depot, Inc. | $581,000 | +9.4% | 3,955 | 0.0% | 0.33% | +1.2% | |
| HCSG | Healthcare Services | $522,000 | +10.1% | 12,100 | 0.0% | 0.29% | +2.1% | |
| GOOGL | Alphabet, Inc. Class A (former | $505,000 | +7.0% | 595 | 0.0% | 0.28% | -1.0% | |
| FL | Foot Locker Inc. | $444,000 | +5.5% | 5,925 | 0.0% | 0.25% | -2.4% | |
| LNT | Alliant Energy Corp. | $411,000 | +4.6% | 10,360 | 0.0% | 0.23% | -3.4% | |
| FIS | Fidelity National Information | $247,000 | +5.1% | 3,101 | 0.0% | 0.14% | -2.1% | |
| DEO | Diageo | $241,000 | +11.1% | 2,085 | 0.0% | 0.14% | +3.1% | |
| BIDU | Baidu, Inc | $213,000 | +4.9% | 1,230 | 0.0% | 0.12% | -3.3% | |
| Lehman Trikes Inc. | $0 | – | 35,000 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-09
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.