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Latest Family Legacy, Inc. Stock Portfolio

$332Million | No. of Holdings #123

Family Legacy, Inc. Performance

2026 Q1+0.55%
YTD+0.55%
2025+15.71%

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

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Family Legacy, Inc. reported an equity portfolio of $332.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Family Legacy, Inc. are CAT, AAPL, AMAT. The fund has invested 3.1% of it's portfolio in CATERPILLAR INC and 2.9% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off BUILDERS FIRSTSOURCE INC (BLDR) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), NOVO-NORDISK A S (NVO) and ISHARES TR (AAXJ). Family Legacy, Inc. opened new stock positions in ETFIS SER TR I (AMZA), JANUS DETROIT STR TR (JAAA) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to AEROVIRONMENT INC (AVAV), NVIDIA CORPORATION (NVDA) and KROGER CO (KR).
Family Legacy, Inc. Equity Portfolio Value
Last Reported on: 12 May, 2026
$332Million
  as of May 12, 2026

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

Our best estimate is that Family Legacy, Inc. made a return of 0.55% in the last quarter. In trailing 12 months, it's portfolio return was 16.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
etfis ser tr i2,994,970
janus detroit str tr2,341,540
schwab strategic tr2,248,770
consolidated edison inc212,213
New stocks bought by Family Legacy, Inc.

Additions

Ticker% Inc.
aerovironment inc100
nvidia corporation46.93
kroger co22.11
first tr exch trd alphdx fd10.35
vanguard index fds5.89
american tower corp5.31
vaneck etf trust2.81
southern co2.7
Additions to existing portfolio by Family Legacy, Inc.

Reductions

Ticker% Reduced
select sector spdr tr-91.22
novo-nordisk a s-61.66
ishares tr-16.86
taiwan semiconductor manufac-16.05
ishares tr-15.53
alphabet inc-15.01
vanguard index fds-14.82
applied matls inc-14.36
Family Legacy, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
builders firstsource inc-267,205
Family Legacy, Inc. got rid off the above stocks

Sector Distribution

Family Legacy, Inc. has about 27.3% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Defensive
  • Consumer Cyclical
  • Utilities
  • Communication Services
  • Real Estate
  • Basic Materials
Sector%
Others27.3
Industrials15.4
Technology11.3
Healthcare10.9
Financial Services9
Consumer Defensive8.1
Consumer Cyclical7.2
Utilities3.6
Communication Services2.9
Real Estate1.9
Basic Materials1.9

Market Cap. Distribution

Family Legacy, Inc. has about 71.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP41.5
LARGE-CAP29.8
UNALLOCATED27.3

Stocks belong to which Index?

About 70.6% of the stocks held by Family Legacy, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50070.6
Others28.4
Top 5 Winners (%)%
CVX
chevron corporation
35.5 %
LMAT
lemaitre vascular inc
34.6 %
ge vernova inc
32.9 %
AMAT
applied matls inc
30.6 %
LMT
lockheed martin corp
24.8 %
Top 5 Winners ($)$
AMAT
applied matls inc
2.1 M
CAT
caterpillar inc
2.0 M
ge vernova inc
2.0 M
JNJ
johnson & johnson
1.2 M
LMT
lockheed martin corp
1.0 M
Top 5 Losers (%)%
INTU
intuit
-34.7 %
RBLX
roblox corp
-29.6 %
COF
capital one finl corp
-24.6 %
ORCL
oracle corp
-24.5 %
FSLR
first solar inc
-24.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.1 M
ORCL
oracle corp
-1.2 M
LLY
eli lilly & co
-1.1 M
AJG
gallagher arthur j & co
-0.8 M
V
visa inc
-0.8 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 123 stocks in it's portfolio. About 23.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Family Legacy, Inc. last quarter.

$332.85MTotal Value
125Positions
12 May, 2026Last Reported
Current holdings of Current Stock Holdings of Family Legacy, Inc., last reported on 12 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Family Legacy, Inc.'s holding in Ishares Tr over time
0.76%32,175
$2.53M
0.76%
decreased 16.86 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Family Legacy, Inc.'s holding in Ishares Tr over time
0.63%9,579
$2.10M
0.63%
decreased 15.53 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Family Legacy, Inc.'s holding in Ishares Tr over time
1.26%59,997
$4.21M
1.26%
decreased 4.44 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Family Legacy, Inc.'s holding in Ishares Tr over time
0.53%23,243
$1.78M
0.53%
decreased 5.54 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Family Legacy, Inc.'s holding in American Centy Etf Tr over time
0.08%2,341
$258.6K
0.08%
decreased 1.14 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Family Legacy, Inc.'s holding in Vaneck Etf Trust over time
1.39%161,241
$4.63M
1.39%
increased 2.81 percentadded
AMZA
Etfis Ser Tr I

Etfis Ser Tr I

AMZA
Family Legacy, Inc.'s holding in Etfis Ser Tr I over time
0.9%37,484
$2.99M
0.9%
new position