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Latest Family Legacy, Inc. Stock Portfolio

$363Million | No. of Holdings #123

Family Legacy, Inc. Performance

2026 Q3-4.18%
YTD+6.72%
2025+15.71%

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

On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Family Legacy, Inc. reported an equity portfolio of $363 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Family Legacy, Inc. are AAPL, CAT, AMAT. The fund has invested 3.4% of it's portfolio in APPLE INC and 3.1% of portfolio in CATERPILLAR INC. <br><br> The fund managers got completely rid off ELECTRONIC ARTS INC (EA), BUILDERS FIRSTSOURCE INC (BLDR) and NOVO-NORDISK A S (NVO) stocks. They significantly reduced their stock positions in TRACTOR SUPPLY CO (TSCO), ISHARES TR (AAXJ) and ISHARES TR (ACWF). Family Legacy, Inc. opened new stock positions in SOUTHSTATE BK CORP, PHILLIPS 66 (PSX) and MEDTRONIC PLC (MDT). The fund showed a lot of confidence in some stocks as they added substantially to VALERO ENERGY CORP (VLO), JANUS DETROIT STR TR (JAAA) and TRUIST FINL CORP (TFC).
Family Legacy, Inc. Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$363Million
  as of Oct 13, 2026

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

Our best estimate is that Family Legacy, Inc. made a return of -4.18% in the last quarter. In trailing 12 months, it's portfolio return was 9.51%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
southstate bk corp752,184
phillips 66642,360
medtronic plc209,476
okta inc207,855
New stocks bought by Family Legacy, Inc.

Additions

Ticker% Inc.
valero energy corp101
janus detroit str tr95.21
truist finl corp10.22
steel dynamics inc8.94
chevron corporation8.29
general mtrs co7.16
kroger co7.06
american centy etf tr6.2
Additions to existing portfolio by Family Legacy, Inc.

Reductions

Ticker% Reduced
tractor supply co-28.84
ishares tr-3.47
ishares tr-3.36
schwab strategic tr-2.55
invesco qqq tr-2.46
roblox corp-2.41
vanguard index fds-2.38
vanguard index fds-2.35
Family Legacy, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
novo-nordisk a s-211,756
electronic arts inc-671,301
builders firstsource inc-223,226
consolidated edison inc-207,431
Family Legacy, Inc. got rid off the above stocks

Sector Distribution

Family Legacy, Inc. has about 28.3% 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%
Others28.3
Industrials14.2
Technology13.4
Healthcare11.9
Financial Services9.1
Consumer Defensive7
Consumer Cyclical6.2
Utilities2.8
Communication Services2.8
Real Estate1.6
Basic Materials1.6

Market Cap. Distribution

Family Legacy, Inc. has about 70.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP44.7
UNALLOCATED28.3
LARGE-CAP25.4

Stocks belong to which Index?

About 69.7% 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 50069.7
Others29.5
Top 5 Winners (%)%
MSFT
microsoft corp
37.4 %
TMO
thermo fisher scientific inc
34.5 %
VLO
valero energy corp
32.6 %
CVX
chevron corporation
22.1 %
AMGN
amgen inc
16.4 %
Top 5 Winners ($)$
MSFT
microsoft corp
2.6 M
AAPL
apple inc
1.6 M
AMGN
amgen inc
0.8 M
NVDA
nvidia corporation
0.7 M
MRK
merck & co inc
0.6 M
Top 5 Losers (%)%
AMAT
applied matls inc
-29.1 %
ROL
rollins inc
-27.8 %
FSLR
first solar inc
-25.4 %
CAT
caterpillar inc
-23.7 %
RBLX
roblox corp
-21.8 %
Top 5 Losers ($)$
AMAT
applied matls inc
-4.6 M
CAT
caterpillar inc
-3.5 M
ge vernova inc
-1.9 M
VMC
vulcan matls co
-1.1 M
IJR
ishares tr
-1.1 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 26.2% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Family Legacy, Inc. last quarter.

$363.00MTotal Value
128Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Family Legacy, Inc., last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Family Legacy, Inc.'s holding in Ishares Tr over time
0.8%30,782
$2.89M
0.8%
decreased 3.47 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Family Legacy, Inc.'s holding in Ishares Tr over time
0.54%9,393
$1.95M
0.54%
decreased 2.25 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Family Legacy, Inc.'s holding in Ishares Tr over time
1.22%58,822
$4.43M
1.22%
decreased 1.78 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Family Legacy, Inc.'s holding in Ishares Tr over time
0.52%22,407
$1.91M
0.52%
decreased 3.36 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%2,432
$286.4K
0.08%
increased 6.2 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Family Legacy, Inc.'s holding in Vaneck Etf Trust over time
1.24%161,271
$4.48M
1.24%
increased 0.38 percentadded
AMZA
Etfis Ser Tr I

Etfis Ser Tr I

AMZA
Family Legacy, Inc.'s holding in Etfis Ser Tr I over time
0.79%40,679
$2.85M
0.79%
increased 4.57 percentadded