Family Legacy Financial Solutions, LLC

CIK

2076068

Location

CARY, NC

Portfolio Value

Small $194,100,323

Diversification

Highly concentrated

Filing Date

Global Rank

#3,922 / 8,232 ▲ 2447

Top Industry

Electrical Equipment & Parts 68.6%

3Y Alpha vs SPY

+5.0%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+20.0%

SPY

+16.0%

Annualised alpha

+5.0%

Max drawdown

−16.5%

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

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

Top Position

68.4%

+48.8 pts

Top 5

83.4%

+27.3 pts

Top 10

91.2%

+20.9 pts

HHI

4,758

Highly concentrated+3,921

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	71.4%	$138,520,546	6
Technology	13.6%	$26,481,331	9
Healthcare	11.5%	$22,358,245	6
Communication Services	0.9%	$1,796,670	3
Utilities	0.7%	$1,426,654	3
Consumer Defensive	0.7%	$1,316,284	1
Consumer Cyclical	0.5%	$898,891	1
Unclassified	0.4%	$693,262	1
Financial Services	0.2%	$311,480	1
Basic Materials	0.2%	$296,960	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
VRT	Vertiv Holdings Co	+528,517	529,519	$132,686,871
DOCS	Doximity, Inc.	+23,657	57,526	$1,340,355
PANW	Palo Alto Networks Inc	+13,827	25,120	$4,027,238
D	Dominion Energy, Inc	+6,005	14,884	$920,128
ADI	Analog Devices Inc	+5,762	9,184	$2,921,797
DOV	DOVER Corp	+1,565	7,234	$1,507,927
NVDA	Nvidia Corp	+1,412	15,699	$2,737,905
MSFT	Microsoft Corp	+1,377	4,127	$1,527,691
META	Meta Platforms, Inc.	+1,197	2,571	$1,470,946
RDDT	Reddit, Inc.	+1,089	2,376	$319,928
TSLA	Tesla, Inc.	+808	2,418	$898,891
WM	Waste Management Inc	+462	7,788	$1,789,604
LLY	ELI LILLY & Co	+56	8,664	$7,968,887
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
MRVL	Marvell Technology, Inc.	−4,132	12,837	$1,271,504
DHR	Danaher Corp /De/	−1,995	23,009	$4,362,506
VLTO	Veralto Corp	−1,274	8,325	$736,096
LIN	Linde PLC	−1,155	599	$296,960
AAPL	Apple Inc.	−963	1,736	$440,579
SPY	Spdr S&P 500 ETF Trust	−953	1,066	$693,262
CMI	Cummins Inc	−794	1,397	$751,613
DUK	Duke Energy CORP	−670	1,787	$233,989
ED	Consolidated Edison Inc	−526	2,408	$272,537
CARR	CARRIER GLOBAL Corp	−344	18,619	$1,048,435
COST	Costco Wholesale Corp /New	−121	1,321	$1,316,284
AMD	Advanced Micro Devices Inc	−87	59,760	$12,156,976
BRK-B	Berkshire Hathaway Inc	−2	650	$311,480
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
SAP	Sap SE	5,762	$1,399,647
JNJ	Johnson & Johnson	1,620	$335,259
F	Ford Motor Co	25,375	$332,920
LMT	Lockheed Martin Corp	564	$272,789
UHS	Universal Health Services Inc	1,217	$265,330
AMZN	Amazon Com Inc	1,137	$262,442
HOLX	HOLOGIC INC	3,277	$244,103
CRM	Salesforce, Inc.	908	$240,538
TECH	BIO-TECHNE Corp	3,360	$197,601
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $194,100,323 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VRT	Vertiv Holdings Co Industrials	Added	529,519	+528,517	$132,686,871	+81637.0%	68.36%
AMD	Advanced Micro Devices Inc Technology	Reduced	59,760	-87	$12,156,976	−5.1%	6.26%
LLY	ELI LILLY & Co Healthcare	Added	8,664	+56	$7,968,887	−13.9%	4.11%
RVTY	Revvity, Inc. Healthcare	Held	54,208	0	$4,749,162	−9.4%	2.45%
DHR	Danaher Corp /De/ Healthcare	Reduced	23,009	-1,995	$4,362,506	−23.8%	2.25%
PANW	Palo Alto Networks Inc Technology	Added	25,120	+13,827	$4,027,238	+93.6%	2.07%
SYK	Stryker Corp Healthcare	Held	10,946	0	$3,596,746	−6.5%	1.85%
ADI	Analog Devices Inc Technology	Added	9,184	+5,762	$2,921,797	+214.8%	1.51%
NVDA	Nvidia Corp Technology	Added	15,699	+1,412	$2,737,905	+2.8%	1.41%
WM	Waste Management Inc Industrials	Added	7,788	+462	$1,789,604	+11.2%	0.92%
MSFT	Microsoft Corp Technology	Added	4,127	+1,377	$1,527,691	+14.9%	0.79%
DOV	DOVER Corp Industrials	Added	7,234	+1,565	$1,507,927	+36.2%	0.78%
META	Meta Platforms, Inc. Communication Services	Added	2,571	+1,197	$1,470,946	+62.2%	0.76%
DOCS	Doximity, Inc. Healthcare	Added	57,526	+23,657	$1,340,355	−10.6%	0.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,321	-121	$1,316,284	+5.9%	0.68%
MRVL	Marvell Technology, Inc. Technology	Reduced	12,837	-4,132	$1,271,504	−11.8%	0.66%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	18,619	-344	$1,048,435	+4.6%	0.54%
D	Dominion Energy, Inc Utilities	Added	14,884	+6,005	$920,128	+76.9%	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,418	+808	$898,891	+24.1%	0.46%
FTV	Fortive Corp Technology	Held	13,860	0	$766,180	+0.1%	0.39%
CMI	Cummins Inc Industrials	Reduced	1,397	-794	$751,613	−32.8%	0.39%
VLTO	Veralto Corp Industrials	Reduced	8,325	-1,274	$736,096	−23.1%	0.38%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,066	-953	$693,262	−49.6%	0.36%
SWKS	Skyworks Solutions, Inc. Technology	Held	11,792	0	$631,461	−15.5%	0.33%
AAPL	Apple Inc. Technology	Reduced	1,736	-963	$440,579	−40.0%	0.23%
ABBV	AbbVie Inc. Healthcare	Held	1,566	0	$340,589	−4.8%	0.18%
RDDT	Reddit, Inc. Communication Services	Added	2,376	+1,089	$319,928	+8.1%	0.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	650	-2	$311,480	−5.0%	0.16%
LIN	Linde PLC Basic Materials	Reduced	599	-1,155	$296,960	−60.3%	0.15%
ED	Consolidated Edison Inc Utilities	Reduced	2,408	-526	$272,537	−6.5%	0.14%
DUK	Duke Energy CORP Utilities	Reduced	1,787	-670	$233,989	−18.7%	0.12%
LUMN	Lumen Technologies, Inc. Communication Services	Held	834	0	$5,796	−10.6%	0.00%