Legacy Capital Management

Legacy Capital Management as of June 30, 2012

Portfolio Holdings for Legacy Capital Management

Legacy Capital Management holds 44 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Merck & Co (MRK) 6.0 $1.4M 33k 41.75
Microsoft Corporation (MSFT) 5.7 $1.3M 43k 30.58
Hewlett-Packard Company 4.8 $1.1M 55k 20.10
Celgene Corporation 4.6 $1.1M 17k 64.14
Newmont Mining Corporation (NEM) 3.9 $913k 19k 48.47
Avnet (AVT) 3.9 $901k 29k 30.85
Hospira 3.7 $856k 25k 34.97
Abbott Laboratories (ABT) 3.7 $850k 13k 64.41
Exxon Mobil Corporation (XOM) 3.3 $777k 9.1k 85.50
General Electric Company 3.3 $760k 37k 20.81
Directv 3.2 $747k 15k 48.76
MetLife (MET) 3.2 $740k 24k 30.83
Norfolk Southern (NSC) 3.0 $706k 9.8k 71.71
Deere & Company (DE) 3.0 $694k 8.6k 80.79
E.I. du Pont de Nemours & Company 3.0 $686k 14k 50.50
EMC Corporation 3.0 $685k 27k 25.60
Ameriprise Financial (AMP) 2.9 $666k 13k 52.24
Occidental Petroleum Corporation (OXY) 2.8 $659k 7.7k 85.70
Johnson & Johnson (JNJ) 2.8 $654k 9.7k 67.49
Parker-Hannifin Corporation (PH) 2.8 $639k 8.3k 76.85
Paccar (PCAR) 2.7 $636k 16k 39.16
Baker Hughes Incorporated 2.5 $570k 14k 41.10
Aaron's 2.4 $564k 20k 28.28
Eaton Corporation 2.4 $557k 14k 39.59
Intel Corporation (INTC) 1.6 $377k 14k 26.63
Alerian Mlp Etf 1.5 $341k 21k 15.96
Broadcom Corporation 1.4 $324k 9.6k 33.71
Mosaic (MOS) 1.4 $324k 5.9k 54.73
Cummins (CMI) 1.4 $316k 3.3k 96.64
Aetna 1.3 $311k 8.0k 38.68
National-Oilwell Var 1.2 $282k 4.4k 64.38
NetApp (NTAP) 1.1 $266k 8.4k 31.74
Helmerich & Payne (HP) 1.0 $238k 5.5k 43.43
Peabody Energy Corporation 1.0 $235k 9.6k 24.52
Jabil Circuit (JBL) 0.9 $221k 11k 20.30
HCP 0.8 $190k 4.3k 44.08
Apple (AAPL) 0.6 $135k 232.00 581.90
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.5 $119k 956.00 124.48
ProShares Short S&P500 0.4 $101k 2.8k 36.33
JPMorgan Chase & Co. (JPM) 0.4 $96k 2.7k 35.56
Microsemi Corporation 0.4 $96k 5.2k 18.41
NetGear (NTGR) 0.3 $81k 2.4k 34.47
Cisco Systems (CSCO) 0.1 $33k 1.9k 16.98
McDonald's Corporation (MCD) 0.1 $15k 170.00 88.24