Family Legacy, Inc.
•CIK: 1706016•Filing: Q4 2025
**Family Legacy, Inc.** manages $334M across a diversified portfolio of 121 positions. The fund exhibits significant conviction in mega-cap technology and industrials, evidenced by top holdings including AAPL ($10.6M), GOOGL ($9.4M), and MSFT ($9.2M). Further allocations target cyclical strength with CAT ($9.0M) and financial stability via JPM ($8.2M). This concentrated exposure suggests a strategy focused on established market leaders and high-quality growth names.
Total AUM
$334.0M
QoQ Performance
+2.1%
Positions
111
Top 10 Concentration
24.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.2%
GOOGL2.8%
MSFT2.8%
CAT2.7%
JPM2.5%
LLY2.3%
TSM2.3%
DFIV2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.2%
Technology12.4%
Healthcare10.3%
Consumer9.8%
Financial8.9%
Industrial8.2%
Utilities2.7%
Consumer Staples2.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑52 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023