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Latest Family Legacy, Inc. Stock Portfolio

Family Legacy, Inc. Performance:
2025 Q4: 2.07%YTD: 15.1%2024: 10.9%
Performance for 2025 Q4 is 2.07%, and YTD is 15.1%, and 2024 is 10.9%.

About Family Legacy, Inc. and 13F Hedge Fund Stock Holdings

On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Family Legacy, Inc. reported an equity portfolio of $334 Millions as of 31 Dec, 2025.

The top stock holdings of Family Legacy, Inc. are AAPL, GOOG, MSFT. The fund has invested 3.2% of it's portfolio in APPLE INC and 2.8% of portfolio in ALPHABET INC.

The fund managers got completely rid off CONAGRA BRANDS INC (CAG), LAMB WESTON HLDGS INC (LW) and ROBERT HALF INC. (RHI) stocks. They significantly reduced their stock positions in WELLS FARGO CO NEW (WFC), AMERICAN TOWER CORP NEW (AMT) and NOVO-NORDISK A S. Family Legacy, Inc. opened new stock positions in FIRST TR EXCH TRD ALPHDX FD (FAUS) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), BERKSHIRE HATHAWAY INC DEL and EATON CORP PLC (ETN).

Family Legacy, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Family Legacy, Inc. made a return of 2.07% in the last quarter. In trailing 12 months, it's portfolio return was 15.1%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exch trd alphdx fd502,181
honeywell intl inc202,699
New stocks bought by Family Legacy, Inc.

Additions

Ticker% Inc.
select sector spdr tr103
berkshire hathaway inc del15.88
eaton corp plc8.00
kroger co7.9
ishares tr2.9
aerovironment inc2.24
ishares tr2.15
vanguard index fds1.98
Additions to existing portfolio by Family Legacy, Inc.

Reductions

Ticker% Reduced
wells fargo co new-15.58
american tower corp new-9.2
novo-nordisk a s-5.91
taiwan semiconductor mfg ltd-4.36
oracle corp-3.51
alphabet inc-3.47
invesco exch traded fd tr ii-3.44
gaming & leisure pptys inc-3.24
Family Legacy, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
conagra brands inc-345,551
robert half inc.-231,527
lamb weston hldgs inc-255,396
Family Legacy, Inc. got rid off the above stocks

Sector Distribution

Family Legacy, Inc. has about 26.1% of it's holdings in Others sector.

Sector%
Others26.1
Industrials14.3
Technology12.3
Healthcare11.3
Financial Services10.1
Consumer Cyclical7.6
Consumer Defensive7.4
Communication Services3.7
Utilities3.1
Basic Materials2
Real Estate1.8

Market Cap. Distribution

Family Legacy, Inc. has about 73.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP37.5
MEGA-CAP35.6
UNALLOCATED26.1

Stocks belong to which Index?

About 72.5% of the stocks held by Family Legacy, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50072.5
Others26.7
Top 5 Winners (%)%
LLY
eli lilly & co
40.7 %
GM
general mtrs co
33.4 %
GOOG
alphabet inc
28.3 %
MRK
merck & co inc
25.4 %
AMAT
applied matls inc
25.4 %
Top 5 Winners ($)$
LLY
eli lilly & co
2.3 M
GOOG
alphabet inc
2.1 M
CAT
caterpillar inc
1.5 M
AMAT
applied matls inc
1.4 M
MRK
merck & co inc
0.8 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-42.1 %
RBLX
roblox corp
-41.4 %
ORCL
oracle corp
-30.2 %
AVAV
aerovironment inc
-23.0 %
AJG
gallagher arthur j & co
-16.4 %
Top 5 Losers ($)$
ORCL
oracle corp
-2.2 M
XLB
select sector spdr tr
-1.7 M
AJG
gallagher arthur j & co
-1.0 M
HD
home depot inc
-0.9 M
MSFT
microsoft corp
-0.7 M

Family Legacy, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Family Legacy, Inc.

Family Legacy, Inc. has 120 stocks in it's portfolio. About 24.8% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Family Legacy, Inc. last quarter.

Last Reported on: 04 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions