StockDriftsStockDriftsTop 50 Family Legacy, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 4.18% | 21.7K | $15.7M | -4.23%(-957) | $62.84(+746.25%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.97% | 14.0K | $14.9M | -3.20%(-461) | $143.44(+506.15%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.91% | 37.7K | $10.9M | -0.90%(-342) | $41.99(+627.23%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 2.7% | 8.6K | $10.1M | -1.72%(-151) | $253.07(+327.12%) | 2026-06-30 | |
| SOXX | ISHARES TR | 2.61% | 15.3K | $9.8M | -1.94%(-302) | $195.44(+188.55%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.52% | 19.8K | $9.5M | -7.13%(-1.52K) | $76.88(+455.25%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.38% | 25.0K | $8.9M | -2.56%(-656) | $54.67(+530.57%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.16% | 6.8K | $8.1M | +0.70%(+47) | $135.80(+768.46%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.15% | 24.7K | $8.1M | -0.57%(-141) | $100.35(+263.46%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.1% | 31.0K | $7.9M | -0.65%(-204) | $139.24(+87.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.09% | +86.50% | +12.45% | +79.80% |
| Top 20 Holdings Unweighted | +23.08% | +86.44% | +11.98% | +76.04% |
Family Legacy, Inc. reports $374.93M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (4.2%), CAT (4.0%) and AAPL (2.9%). The top 20 holdings account for 44.72% of reported assets. Its disclosed equity book has returned +86.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Family Legacy, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1706016). View Family Legacy, Inc.’s 13F filings on SEC