Family Legacy, Inc.

CIK

1706016

Location

GREENVILLE, SC

Portfolio Value

Small $270,742,654

Diversification

Diversified

Filing Date

Global Rank

#3,571 / 8,603 ▲ 80 · as of Mar 2026

Top Industry

Drug Manufacturers - General 9.6%

3Y Alpha vs SPY

-1.5%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.6%

SPY

+76.5%

Annualised alpha

-1.6%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

98 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.8%

−0.1 pts

Top 5

15.8%

−1.0 pts

Top 10

29.2%

−0.6 pts

HHI

182

Diversified−1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	21.3%	$57,663,418	18
Technology	16.5%	$44,559,041	10
Healthcare	13.7%	$37,055,445	16
Financial Services	12.6%	$34,185,822	16
Consumer Defensive	9.8%	$26,491,180	7
Consumer Cyclical	8.8%	$23,731,592	9
Utilities	4.3%	$11,638,617	5
Communication Services	3.5%	$9,577,274	4
Unclassified	3.5%	$9,449,621	2
Basic Materials	3.2%	$8,545,087	3
Real Estate	2.3%	$6,160,357	7
Energy	0.6%	$1,685,200	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+8,170	25,579	$4,460,977
AVAV	AeroVironment Inc	+2,346	4,672	$855,209
KR	Kroger Co	+1,045	5,771	$417,589
SO	Southern Co	+966	36,694	$3,541,704
RIO	Rio Tinto PLC	+472	25,380	$2,367,700
WM	Waste Management Inc	+169	15,058	$3,460,177
FITB	Fifth Third Bancorp	+140	19,732	$916,748
COF	Capital One Financial Corp	+131	8,106	$1,478,777
SCHW	Schwab Charles Corp	+112	6,412	$602,599
DHR	Danaher Corp /De/	+103	6,062	$1,149,355
PG	PROCTER & GAMBLE Co	+99	28,341	$4,093,574
V	Visa Inc.	+93	16,930	$5,116,923
ABT	Abbott Laboratories	+90	8,780	$901,442
MCD	Mcdonalds Corp	+79	5,451	$1,694,116
AMT	American Tower Corp /Ma/	+75	1,487	$256,626
CVX	Chevron Corp	+69	8,145	$1,685,200
CI	Cigna Group	+59	6,677	$1,781,089
BRK-B	Berkshire Hathaway Inc	+53	5,612	$2,689,270
PAYX	Paychex Inc	+50	2,210	$203,585
UNH	Unitedhealth Group Inc	+33	8,437	$2,282,967
TDG	TransDigm Group INC	+28	2,422	$2,807,001
TMO	Thermo Fisher Scientific Inc.	+27	2,774	$1,363,504
AJG	Arthur J. Gallagher & Co.	+25	19,960	$4,322,936
DRI	Darden Restaurants Inc	+23	8,025	$1,573,221
FSLR	First Solar, Inc.	+4	5,407	$1,066,584
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	−9,381	5,833	$214,362
GOOGL	Alphabet Inc.	−4,523	25,609	$7,364,124
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−4,079	21,343	$7,212,866
AMAT	Applied Materials Inc /De	−3,794	22,625	$7,732,998
CAT	Caterpillar Inc	−1,254	14,422	$10,217,410
UCB	United Community Banks Inc	−1,210	39,333	$1,238,596
AAPL	Apple Inc.	−1,057	38,035	$9,652,902
WMT	Walmart Inc.	−1,030	57,999	$7,208,115
JPM	Jpmorgan Chase & Co	−707	24,809	$7,297,815
JNJ	Johnson & Johnson	−674	31,224	$7,632,394
GE	General Electric Co	−513	13,059	$3,705,752
LLY	ELI LILLY & Co	−491	6,711	$6,172,576
AMZN	Amazon Com Inc	−468	25,766	$5,366,284
GEV	GE Vernova Inc.	−372	8,773	$7,657,951
TSCO	Tractor Supply Co /De/	−352	17,690	$801,357
SBUX	Starbucks Corp	−340	30,984	$2,775,856
GLPI	Gaming & Leisure Properties, Inc.	−330	17,656	$783,396
CSX	Csx Corp	−330	67,235	$2,759,996
C	Citigroup Inc	−320	6,417	$727,751
BAC	Bank Of America Corp /De/	−319	60,211	$2,935,286
DIS	Walt Disney Co	−312	12,222	$1,177,956
HD	Home Depot, Inc.	−282	15,045	$4,948,150
GM	General Motors Co	−266	10,769	$802,290
RBLX	Roblox Corp	−234	6,105	$345,298
AEP	American Electric Power Co Inc	−219	6,179	$809,943
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ED	Consolidated Edison Inc	1,875	$212,212
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BLDR	Builders FirstSource, Inc.	2,597	$267,205
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 positions · $270,742,654 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAT	Caterpillar Inc Industrials	Reduced	14,422	-1,254	$10,217,410	+13.8%	3.77%
AAPL	Apple Inc. Technology	Reduced	38,035	-1,057	$9,652,902	−9.2%	3.57%
AMAT	Applied Materials Inc /De Technology	Reduced	22,625	-3,794	$7,732,998	+13.9%	2.86%
GEV	GE Vernova Inc. Industrials	Reduced	8,773	-372	$7,657,951	+28.1%	2.83%
JNJ	Johnson & Johnson Healthcare	Reduced	31,224	-674	$7,632,394	+15.6%	2.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	25,609	-4,523	$7,364,124	−21.9%	2.72%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,809	-707	$7,297,815	−11.2%	2.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	21,343	-4,079	$7,212,866	−6.6%	2.66%
WMT	Walmart Inc. Consumer Defensive	Reduced	57,999	-1,030	$7,208,115	+9.6%	2.66%
MSFT	Microsoft Corp Technology	Reduced	18,817	-214	$6,965,488	−24.3%	2.57%
DUK	Duke Energy CORP Utilities	Reduced	50,079	-30	$6,557,344	+11.6%	2.42%
KO	Coca Cola Co Consumer Defensive	Reduced	81,255	-125	$6,179,442	+8.6%	2.28%
LLY	ELI LILLY & Co Healthcare	Reduced	6,711	-491	$6,172,576	−20.2%	2.28%
VMC	Vulcan Materials CO Basic Materials	Reduced	21,625	-144	$5,888,487	−5.2%	2.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,560	-84	$5,540,150	+13.8%	2.05%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	22,794	-207	$5,385,766	−2.9%	1.99%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	25,766	-468	$5,366,284	−11.4%	1.98%
LMT	Lockheed Martin Corp Industrials	Reduced	8,592	-105	$5,192,918	+23.5%	1.92%
V	Visa Inc. Financial Services	Added	16,930	+93	$5,116,923	−13.3%	1.89%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	15,045	-282	$4,948,150	−6.2%	1.83%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,229	-199	$4,749,614	−8.3%	1.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,227	-120	$4,700,007	−6.2%	1.74%
AMGN	Amgen Inc Healthcare	Reduced	12,891	-51	$4,535,698	+7.1%	1.68%
NVDA	Nvidia Corp Technology	Added	25,579	+8,170	$4,460,977	+37.4%	1.65%
DE	Deere & Co Industrials	Reduced	7,754	-140	$4,367,828	+18.8%	1.61%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	19,960	+25	$4,322,936	−16.2%	1.60%
MRK	Merck & Co., Inc. Healthcare	Reduced	35,188	-156	$4,232,764	+13.8%	1.56%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	6,019	-95	$4,106,402	+17.8%	1.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	28,341	+99	$4,093,574	+1.1%	1.51%
GE	General Electric Co Industrials	Reduced	13,059	-513	$3,705,752	−11.4%	1.37%
ORCL	Oracle Corp Technology	Reduced	24,440	-57	$3,595,368	−24.7%	1.33%
SO	Southern Co Utilities	Added	36,694	+966	$3,541,704	+13.7%	1.31%
WM	Waste Management Inc Industrials	Added	15,058	+169	$3,460,177	+5.8%	1.28%
GD	General Dynamics Corp Industrials	Reduced	8,888	-47	$3,050,539	+1.4%	1.13%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	60,211	-319	$2,935,286	−11.8%	1.08%
TDG	TransDigm Group INC Industrials	Added	2,422	+28	$2,807,001	−11.8%	1.04%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	30,984	-340	$2,775,856	+5.2%	1.03%
CSX	Csx Corp Industrials	Reduced	67,235	-330	$2,759,996	+12.7%	1.02%
BA	Boeing Co Industrials	Reduced	13,558	-69	$2,698,448	−8.8%	1.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,612	+53	$2,689,270	−3.8%	0.99%
PLD	Prologis, Inc. Real Estate	Reduced	19,358	-90	$2,558,740	+3.1%	0.95%
CSCO	Cisco Systems, Inc. Technology	Reduced	32,878	-15	$2,551,004	+0.7%	0.94%
PEP	Pepsico Inc Consumer Defensive	Reduced	15,377	-213	$2,387,894	+6.7%	0.88%
RIO	Rio Tinto PLC Basic Materials	Added	25,380	+472	$2,367,700	+18.8%	0.87%
UNH	Unitedhealth Group Inc Healthcare	Added	8,437	+33	$2,282,967	−17.7%	0.84%
ABBV	AbbVie Inc. Healthcare	Reduced	10,453	-30	$2,273,422	−5.1%	0.84%
ELV	Elevance Health, Inc. Healthcare	Reduced	7,423	-16	$2,173,083	−16.7%	0.80%
TD	Toronto Dominion Bank Financial Services	Reduced	23,112	-191	$2,156,580	−1.8%	0.80%
CB	Chubb Ltd Financial Services	Reduced	6,588	-90	$2,147,226	+3.0%	0.79%
UNP	Union Pacific Corp Industrials	Reduced	8,684	-32	$2,106,912	+4.5%	0.78%