Family Legacy, Inc.
CIK: 0001706016SEC EDGAR →
Portfolio Value
$334.0M
Holdings
121
As of
Q4 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 39,092 | $10.6M | 3.18% |
| 2 | ALPHABET INC | 30,132 | $9.4M | 2.82% |
| 3 | MICROSOFT CORP | 19,031 | $9.2M | 2.76% |
| 4 | CATERPILLAR INC | 15,676 | $9.0M | 2.69% |
| 5 | JPMORGAN CHASE & CO. | 25,516 | $8.2M | 2.46% |
| 6 | ELI LILLY & CO | 7,202 | $7.7M | 2.32% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 25,422 | $7.7M | 2.31% |
| 8 | DIMENSIONAL ETF TRUST | 148,511 | $7.4M | 2.22% |
| 9 | APPLIED MATLS INC | 26,419 | $6.8M | 2.03% |
| 10 | JOHNSON & JOHNSON | 31,898 | $6.6M | 1.98% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $88.4M | 26.5% |
| Technology | 9 | $47.1M | 14.1% |
| Industrials | 17 | $43.3M | 13.0% |
| Healthcare | 16 | $39.3M | 11.8% |
| Consumer Cyclical | 9 | $24.9M | 7.4% |
| Consumer Defensive | 7 | $24.3M | 7.3% |
| Unknown | 9 | $22.4M | 6.7% |
| Utilities | 4 | $15.7M | 4.7% |
| Communication Services | 3 | $11.5M | 3.5% |
| Basic Materials | 3 | $8.5M | 2.5% |
| Real Estate | 7 | $6.0M | 1.8% |
| Energy | 2 | $2.6M | 0.8% |