StockDriftsStockDriftsTop 50 Family Legacy INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.43% | 37.4K | $12.5M | -0.71%(-268) | $41.99(+716.67%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 3.08% | 13.8K | $11.2M | -1.29%(-180) | $143.44(+405.98%) | 2026-09-30 | |
| AMAT | APPLIED MATLS INC | 3.01% | 21.4K | $10.9M | -1.42%(-308) | $62.84(+557.37%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.67% | 18.9K | $9.7M | +0.60%(+112) | $93.09(+473.14%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.47% | 19.6K | $9.0M | -0.89%(-177) | $76.88(+446.59%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.35% | 24.8K | $8.5M | -0.46%(-114) | $54.67(+529.59%) | 2026-09-30 | |
| SOXX | ISHARES TR | 2.35% | 15.0K | $8.5M | -1.73%(-264) | $195.44(+156.81%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.29% | 31.4K | $8.3M | +1.31%(+405) | $140.79(+80.26%) | 2026-09-30 | |
| GEV | GE VERNOVA INC | 2.28% | 8.7K | $8.3M | +1.07%(+92) | $261.62(+247.24%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.25% | 24.7K | $8.2M | +0.04%(+11) | $100.45(+232.04%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.37% | +78.78% | +11.16% | +69.72% |
| Top 20 Holdings Unweighted | +22.44% | +83.54% | +11.34% | +71.09% |
Family Legacy INC reports $363.00M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.4%), CAT (3.1%) and AMAT (3.0%). The top 20 holdings account for 43.92% of reported assets. Its disclosed equity book has returned +78.78% on a three-year cumulative basis. Figures reflect the Q3 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