0001450558-20-000001.txt : 20200114 0001450558-20-000001.hdr.sgml : 20200114 20200114112709 ACCESSION NUMBER: 0001450558-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200114 DATE AS OF CHANGE: 20200114 EFFECTIVENESS DATE: 20200114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Capital Partners, Inc. CENTRAL INDEX KEY: 0001450558 IRS NUMBER: 391165644 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13348 FILM NUMBER: 20525329 BUSINESS ADDRESS: STREET 1: 1200 NORTH MAYFAIR ROAD STREET 2: SUITE 360 CITY: MILWAUKEE STATE: WI ZIP: 53226 BUSINESS PHONE: 414-271-1664 MAIL ADDRESS: STREET 1: 1200 NORTH MAYFAIR ROAD STREET 2: SUITE 360 CITY: MILWAUKEE STATE: WI ZIP: 53226 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001450558 XXXXXXXX 12-31-2019 12-31-2019 Legacy Capital Partners, Inc.
1200 NORTH MAYFAIR ROAD SUITE 360 MILWAUKEE WI 53226
13F HOLDINGS REPORT 028-13348 N
Caitlin Klomstad Portfolio Administrator 4142711667 Jeffry Brigman Milwaukee X1 01-14-2020 0 157 247999 false
INFORMATION TABLE 2 AssetData13F.xml AMAZON COM INC COM Stock 023135106 5253 2843 SH SOLE 0 286 0 2557 CERNER CORP COM Stock 156782104 220 3000 SH SOLE 0 0 0 3000 PRUDENTIAL FINL INC COM Stock 744320102 291 3100 SH SOLE 0 0 0 3100 STARBUCKS CORP COM Stock 855244109 1838 20910 SH SOLE 0 2620 0 18290 DOLLAR GEN CORP NEW COM Stock 256677105 339 2175 SH SOLE 0 140 0 2035 JOHNSON & JOHNSON COM Stock 478160104 5613 38478 SH SOLE 0 4740 0 33738 WILLIAMS SONOMA INC COM Stock 969904101 643 8760 SH SOLE 0 3000 0 5760 LKQ CORP COM Stock 501889208 325 9117 SH SOLE 0 0 0 9117 COSTCO WHSL CORP NEW COM Stock 22160K105 230 783 SH SOLE 0 385 0 398 PROCTER & GAMBLE CO COM Stock 742718109 4500 36030 SH SOLE 0 5500 0 30530 COCA COLA CO COM Stock 191216100 4909 88696 SH SOLE 0 3240 0 85456 OCCIDENTAL PETE CORP COM Stock 674599105 237 5751 SH SOLE 0 0 0 5751 BIOGEN INC COM Stock 09062X103 231 778 SH SOLE 0 400 0 378 INTEL CORP COM Stock 458140100 5944 99322 SH SOLE 0 10960 0 88362 MEDTRONIC PLC SHS Stock G5960L103 260 2288 SH SOLE 0 0 0 2288 HORMEL FOODS CORP COM Stock 440452100 322 7145 SH SOLE 0 2450 0 4695 MERCK & CO INC COM Stock 58933Y105 307 3375 SH SOLE 0 0 0 3375 MCKESSON CORP COM Stock 58155Q103 377 2727 SH SOLE 0 500 0 2227 UNITED RENTALS INC COM Stock 911363109 662 3970 SH SOLE 0 100 0 3870 HEALTHCARE SVCS GRP INC COM Stock 421906108 212 8700 SH SOLE 0 2600 0 6100 SYNNEX CORP COM Stock 87162W100 341 2645 SH SOLE 0 0 0 2645 DIAGEO P L C SPON ADR NEW ADR 25243Q205 351 2085 SH SOLE 0 700 0 1385 ANNALY CAP MGMT INC COM REIT 035710409 405 43000 SH SOLE 0 6700 0 36300 COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 282 4552 SH SOLE 0 0 0 4552 SMUCKER J M CO COM NEW Stock 832696405 1036 9947 SH SOLE 0 0 0 9947 ISHARES EDGE MSCI MIN VOL USA SMALL-CAP ETF ETF 46435G433 475 13383 SH SOLE 0 532 0 12851 VERIZON COMMUNICATIONS INC COM Stock 92343V104 4837 78780 SH SOLE 0 3810 0 74970 CHUBB LIMITED COM Stock H1467J104 4093 26294 SH SOLE 0 3277 0 23017 SHERWIN WILLIAMS CO COM Stock 824348106 406 695 SH SOLE 0 0 0 695 PEPSICO INC COM Stock 713448108 2581 18883 SH SOLE 0 2050 0 16833 NEWELL BRANDS INC COM Stock 651229106 1506 78340 SH SOLE 0 13900 0 64440 KIMBERLY CLARK CORP COM Stock 494368103 435 3159 SH SOLE 0 400 0 2759 TE CONNECTIVITY LTD REG SHS Stock H84989104 201 2094 SH SOLE 0 0 0 2094 HONEYWELL INTL INC COM Stock 438516106 1329 7510 SH SOLE 0 500 0 7010 US BANCORP DEL COM NEW Stock 902973304 925 15601 SH SOLE 0 1500 0 14101 BP PLC SPONSORED ADR ADR 055622104 685 18156 SH SOLE 0 3900 0 14256 HOME DEPOT INC COM Stock 437076102 1101 5041 SH SOLE 0 150 0 4891 CHICOS FAS INC COM Stock 168615102 38 10000 SH SOLE 0 0 0 10000 BECTON DICKINSON & CO COM Stock 075887109 247 910 SH SOLE 0 0 0 910 BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 2306 18664 SH SOLE 0 1470 0 17194 CAI INTERNATIONAL INC COM Stock 12477X106 681 23500 SH SOLE 0 0 0 23500 IQVIA HLDGS INC COM Stock 46266C105 353 2285 SH SOLE 0 60 0 2225 UGI CORP NEW COM Stock 902681105 280 6192 SH SOLE 0 0 0 6192 NUTRIEN LTD COM Stock 67077M108 278 5798 SH SOLE 0 600 0 5198 WASTE CONNECTIONS INC COM Stock 94106B101 590 6494 SH SOLE 0 2160 0 4334 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 864 3813 SH SOLE 0 40 0 3773 ADOBE INC COM Stock 00724F101 452 1370 SH SOLE 0 375 0 995 ALPHABET INC CAP STK CL A Stock 02079K305 576 430 SH SOLE 0 0 0 430 FISERV INC COM Stock 337738108 7985 69058 SH SOLE 0 6250 0 62808 O REILLY AUTOMOTIVE INC NEW COM Stock 67103H107 2676 6105 SH SOLE 0 725 0 5380 UNILEVER PLC SPON ADR NEW ADR 904767704 560 9800 SH SOLE 0 2000 0 7800 NEWMONT CORPORATION COM Stock 651639106 716 16467 SH SOLE 0 1000 0 15467 MICROSOFT CORP COM Stock 594918104 6181 39192 SH SOLE 0 4050 0 35142 DISCOVERY INC COM SER A Stock 25470F104 1498 45740 SH SOLE 0 5150 0 40590 SCHLUMBERGER LTD COM Stock 806857108 701 17426 SH SOLE 0 2150 0 15276 SPROTT PHYSICAL GOLD TRUST UNIT CEF 85207H104 4772 391832 SH SOLE 0 38967 0 352865 PUBLIC STORAGE COM REIT 74460D109 576 2705 SH SOLE 0 760 0 1945 ALERIAN MLP ETF ETF 00162Q866 299 35200 SH SOLE 0 6500 0 28700 WALGREENS BOOTS ALLIANCE INC COM Stock 931427108 757 12839 SH SOLE 0 2100 0 10739 ASSURANT INC COM Stock 04621X108 2625 20024 SH SOLE 0 1130 0 18894 DOLLAR TREE INC COM Stock 256746108 257 2728 SH SOLE 0 0 0 2728 INTERNATIONAL FLAVORS&FRAGRANC COM Stock 459506101 258 2000 SH SOLE 0 0 0 2000 ROYAL CARIBBEAN CRUISES LTD COM Stock V7780T103 863 6467 SH SOLE 0 0 0 6467 EVEREST RE GROUP LTD COM Stock G3223R108 3819 13795 SH SOLE 0 1480 0 12315 HANESBRANDS INC COM Stock 410345102 228 15336 SH SOLE 0 0 0 15336 LYONDELLBASELL INDUSTRIES N V SHS - A - Stock N53745100 2977 31506 SH SOLE 0 2375 0 29131 VANECK VECTORS GOLD MINERS ETF ETF 92189F106 447 15255 SH SOLE 0 0 0 15255 LILLY ELI & CO COM Stock 532457108 300 2283 SH SOLE 0 0 0 2283 NICOLET BANKSHARES INC COM Stock 65406E102 790 10700 SH SOLE 0 0 0 10700 FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 442 3179 SH SOLE 0 0 0 3179 AFLAC INC COM Stock 001055102 441 8340 SH SOLE 0 500 0 7840 FREEPORT-MCMORAN INC CL B Stock 35671D857 536 40820 SH SOLE 0 2000 0 38820 PACIRA BIOSCIENCES COM Stock 695127100 1986 43845 SH SOLE 0 3700 0 40145 VISA INC COM CL A Stock 92826C839 3595 19132 SH SOLE 0 2050 0 17082 ISHARES EDGE MSCI MIN VOL EAFE ETF ETF 46429B689 303 4068 SH SOLE 0 161 0 3907 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 1708 26034 SH SOLE 0 1522 0 24512 PHILLIPS 66 COM Stock 718546104 231 2069 SH SOLE 0 0 0 2069 CHENIERE ENERGY INC COM NEW Stock 16411R208 1400 22925 SH SOLE 0 2895 0 20030 VISTA GOLD CORP COM NEW Stock 927926303 16 21500 SH SOLE 0 0 0 21500 FACEBOOK INC CL A Stock 30303M102 1419 6912 SH SOLE 0 600 0 6312 ISHARES AAA - A RATED CORPORATE BOND ETF ETF 46429B291 220 4028 SH SOLE 0 192 0 3836 MIDDLEBY CORP COM Stock 596278101 1726 15759 SH SOLE 0 1400 0 14359 BROADCOM INC COM Stock 11135F101 645 2040 SH SOLE 0 680 0 1360 KINDER MORGAN INC DEL COM Stock 49456B101 288 13624 SH SOLE 0 0 0 13624 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 6772 32161 SH SOLE 0 3670 0 28491 NORTHERN TR CORP COM Stock 665859104 223 2100 SH SOLE 0 0 0 2100 OMNICOM GROUP INC COM Stock 681919106 468 5775 SH SOLE 0 900 0 4875 NEOGENOMICS INC COM NEW Stock 64049M209 1451 49600 SH SOLE 0 0 0 49600 ABBVIE INC COM Stock 00287Y109 5395 60935 SH SOLE 0 6300 0 54635 ZOETIS INC CL A Stock 98978V103 212 1600 SH SOLE 0 0 0 1600 ARTISAN PARTNERS ASSET MGMT IN CL A Stock 04316A108 2077 64255 SH SOLE 0 5600 0 58655 CHURCH & DWIGHT INC COM Stock 171340102 2021 28729 SH SOLE 0 3100 0 25629 ZIMMER BIOMET HLDGS INC COM Stock 98956P102 558 3728 SH SOLE 0 0 0 3728 STRYKER CORP COM Stock 863667101 269 1280 SH SOLE 0 0 0 1280 RAYTHEON CO COM NEW Stock 755111507 1871 8514 SH SOLE 0 985 0 7529 QUALCOMM INC COM Stock 747525103 3462 39244 SH SOLE 0 1800 0 37444 FASTENAL CO COM Stock 311900104 388 10490 SH SOLE 0 3000 0 7490 GENERAL DYNAMICS CORP COM Stock 369550108 3016 17101 SH SOLE 0 1725 0 15376 MCDONALDS CORP COM Stock 580135101 4348 22003 SH SOLE 0 2150 0 19853 QUEST DIAGNOSTICS INC COM Stock 74834L100 208 1950 SH SOLE 0 0 0 1950 CISCO SYS INC COM Stock 17275R102 4464 93084 SH SOLE 0 6570 0 86514 CAPITAL ONE FINL CORP COM Stock 14040H105 295 2866 SH SOLE 0 0 0 2866 AT&T INC COM Stock 00206R102 2850 72926 SH SOLE 0 7070 0 65856 SPDR BLOOMBERG BARCLAYS 1-10 YEAR TIPS ETF ETF 78468R861 236 12018 SH SOLE 0 572 0 11446 LULULEMON ATHLETICA INC COM Stock 550021109 360 1555 SH SOLE 0 0 0 1555 WELLS FARGO CO NEW COM Stock 949746101 1954 36320 SH SOLE 0 3135 0 33185 UNION PACIFIC CORP COM Stock 907818108 247 1364 SH SOLE 0 0 0 1364 SALESFORCE COM INC COM Stock 79466L302 1152 7083 SH SOLE 0 0 0 7083 MICROCHIP TECHNOLOGY INC COM Stock 595017104 3613 34500 SH SOLE 0 1930 0 32570 NORTHROP GRUMMAN CORP COM Stock 666807102 323 939 SH SOLE 0 25 0 914 IDEXX LABS INC COM Stock 45168D104 256 980 SH SOLE 0 0 0 980 REPUBLIC SVCS INC COM Stock 760759100 1443 16100 SH SOLE 0 100 0 16000 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 211 650 SH SOLE 0 0 0 650 JPMORGAN CHASE & CO COM Stock 46625H100 496 3555 SH SOLE 0 585 0 2970 CHEVRON CORP NEW COM Stock 166764100 2995 24850 SH SOLE 0 1200 0 23650 CONOCOPHILLIPS COM Stock 20825C104 1817 27946 SH SOLE 0 1757 0 26189 BANK AMER CORP COM Stock 060505104 3106 88180 SH SOLE 0 5100 0 83080 WALMART INC COM Stock 931142103 1262 10622 SH SOLE 0 2100 0 8522 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 372 2774 SH SOLE 0 500 0 2274 UNITED TECHNOLOGIES CORP COM Stock 913017109 1602 10695 SH SOLE 0 1300 0 9395 TEXAS INSTRS INC COM Stock 882508104 264 2055 SH SOLE 0 0 0 2055 PFIZER INC COM Stock 717081103 2877 73428 SH SOLE 0 5350 0 68078 3M CO COM Stock 88579Y101 2584 14650 SH SOLE 0 1400 0 13250 KLA CORPORATION COM NEW Stock 482480100 703 3945 SH SOLE 0 0 0 3945 GILEAD SCIENCES INC COM Stock 375558103 533 8198 SH SOLE 0 1100 0 7098 ALPHABET INC CAP STK CL C Stock 02079K107 2738 2048 SH SOLE 0 138 0 1910 NOVAGOLD RES INC COM NEW Stock 66987E206 200 22300 SH SOLE 0 0 0 22300 ARISTA NETWORKS INC COM Stock 040413106 517 2542 SH SOLE 0 185 0 2357 BANK MONTREAL QUE COM Stock 063671101 5002 64540 SH SOLE 0 3500 0 61040 EATON CORP PLC SHS Stock G29183103 2812 29685 SH SOLE 0 1500 0 28185 ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 2012 9485 SH SOLE 0 650 0 8835 DNP SELECT INCOME FD COM CEF 23325P104 1052 82365 SH SOLE 0 21900 0 60465 ALLIANT ENERGY CORP COM Stock 018802108 556 10160 SH SOLE 0 1200 0 8960 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 284 3517 SH SOLE 0 1220 0 2297 PHILIP MORRIS INTL INC COM Stock 718172109 1548 18195 SH SOLE 0 1000 0 17195 ROPER TECHNOLOGIES INC COM Stock 776696106 475 1340 SH SOLE 0 0 0 1340 ROYAL GOLD INC COM Stock 780287108 2933 23992 SH SOLE 0 1800 0 22192 SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN Stock 864482104 273 12500 SH SOLE 0 0 0 12500 PNC FINL SVCS GROUP INC COM Stock 693475105 228 1428 SH SOLE 0 0 0 1428 BRISTOL MYERS SQUIBB CO COM Stock 110122108 3809 59344 SH SOLE 0 6435 0 52909 ALTRIA GROUP INC COM Stock 02209S103 1430 28648 SH SOLE 0 1725 0 26922 EXXON MOBIL CORP COM Stock 30231G102 3040 43571 SH SOLE 0 6105 0 37466 UNITEDHEALTH GROUP INC COM Stock 91324P102 2708 9211 SH SOLE 0 2020 0 7191 DEERE & CO COM Stock 244199105 225 1300 SH SOLE 0 1200 0 100 COLGATE PALMOLIVE CO COM Stock 194162103 3190 46346 SH SOLE 0 4400 0 41946 SPROTT PHYSICAL GOLD AND SILVER TRUST CEF 85208R101 513 35000 SH SOLE 0 7500 0 27500 TELADOC INC COM Stock 87918A105 1206 14405 SH SOLE 0 1815 0 12590 PAYPAL HLDGS INC COM Stock 70450Y103 369 3415 SH SOLE 0 975 0 2440 OLLIES BARGAIN OUTLT HLDGS INC COM Stock 681116109 732 11215 SH SOLE 0 2160 0 9055 TORONTO DOMINION BK ONT COM NEW Stock 891160509 222 3949 SH SOLE 0 0 0 3949 ISHARES S&P MIDCAP FUND ETF 464287507 231 1123 SH SOLE 0 0 0 1123 APPLE INC COM Stock 037833100 16378 55775 SH SOLE 0 2617 0 53157 WEC ENERGY GROUP INC COM Stock 92939U106 2831 30694 SH SOLE 0 2305 0 28389 ABBOTT LABS COM Stock 002824100 5540 63779 SH SOLE 0 7030 0 56749 DISNEY WALT CO COM DISNEY Stock 254687106 1115 7711 SH SOLE 0 1165 0 6546 UNIVERSAL HLTH SVCS INC CL B Stock 913903100 234 1631 SH SOLE 0 0 0 1631 SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF ETF 78468R663 241 2641 SH SOLE 0 122 0 2519