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Latest Family Legacy, Inc. Stock Portfolio

Family Legacy, Inc. Performance:
2025 Q3: 5.49%YTD: 9.64%2024: 9.88%
Performance for 2025 Q3 is 5.49%, and YTD is 9.64%, and 2024 is 9.88%.

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

In it's latest 13F Holdings report, Family Legacy, Inc. reported an equity portfolio of $327.1 Millions as of 30 Sep, 2025.

The top stock holdings of Family Legacy, Inc. are AAPL, MSFT, JPM. The fund has invested 3.1% of it's portfolio in APPLE INC and 3.1% of portfolio in MICROSOFT CORP.

They significantly reduced their stock positions in LAMB WESTON HLDGS INC (LW), CONAGRA BRANDS INC (CAG) and ORACLE CORP (ORCL). Family Legacy, Inc. opened new stock positions in AEROVIRONMENT INC (AVAV). The fund showed a lot of confidence in some stocks as they added substantially to ROBLOX CORP (RBLX), NVIDIA CORPORATION (NVDA) and GE VERNOVA INC.

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

Our best estimate is that Family Legacy, Inc. made a return of 5.49% in the last quarter. In trailing 12 months, it's portfolio return was 6.61%.

New Buys

Ticker$ Bought
aerovironment inc716,375
New stocks bought by Family Legacy, Inc.

Additions

Ticker% Inc.
roblox corp78.64
nvidia corporation33.12
ge vernova inc9.24
fedex corp8.96
kroger co8.79
eaton corp plc6.79
fifth third bancorp5.84
american centy etf tr5.23
Additions to existing portfolio by Family Legacy, Inc.

Reductions

Ticker% Reduced
lamb weston hldgs inc-50.99
conagra brands inc-25.00
oracle corp-17.74
taiwan semiconductor mfg ltd-9.38
robert half inc.-8.94
jpmorgan chase & co.-7.23
general mtrs co-5.76
builders firstsource inc-5.68
Family Legacy, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Family Legacy, Inc.

Sector Distribution

Family Legacy, Inc. has about 25.5% of it's holdings in Others sector.

Sector%
Others25.5
Industrials14.4
Technology12.8
Financial Services10.3
Healthcare10.1
Consumer Cyclical8
Consumer Defensive7.8
Utilities3.4
Communication Services3.3
Basic Materials2.2
Real Estate1.9

Market Cap. Distribution

Family Legacy, Inc. has about 73.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP37.9
MEGA-CAP35.5
UNALLOCATED25.5

Stocks belong to which Index?

About 72.8% of the stocks held by Family Legacy, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50072.8
Others26.3
Top 5 Winners (%)%
GOOG
alphabet inc
37.9 %
FSLR
first solar inc
32.6 %
ORCL
oracle corp
28.6 %
EA
electronic arts inc
26.3 %
ABBV
abbvie inc
24.7 %
Top 5 Winners ($)$
GOOG
alphabet inc
2.1 M
AAPL
apple inc
2.0 M
ORCL
oracle corp
1.9 M
CAT
caterpillar inc
1.5 M
VMC
vulcan matls co
1.1 M
Top 5 Losers (%)%
UPS
united parcel service inc
-17.3 %
RHI
robert half inc.
-17.2 %
ELV
elevance health inc formerly
-16.5 %
TDG
transdigm group inc
-13.3 %
INTU
intuit
-13.1 %
Top 5 Losers ($)$
TDG
transdigm group inc
-0.5 M
ELV
elevance health inc formerly
-0.5 M
DE
deere & co
-0.4 M
COST
costco whsl corp new
-0.4 M
KO
coca cola co
-0.4 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 121 stocks in it's portfolio. About 23.9% of the portfolio is in top 10 stocks. TDG proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Family Legacy, Inc. last quarter.

Last Reported on: 13 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions