Family Legacy, Inc. Portfolio Holdings
Q3 2025•122 long positions•$327.1M portfolio value
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Holding122 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $10.1M 3.1% | -$19.4K Sold | 0.0% 39.8K shares | 39.9K → 39.8K −$19.4K | -0.19% | $3.78T Mega Cap | Q1 2017 Held for 8y 8m | |
Software - Infrastructure Technology | $10.1M 3.09% | -$273.5K Sold | 0.0% 19.5K shares | 20.0K → 19.5K −$273.5K | -2.64% | $3.85T Mega Cap | Q1 2017 Held for 8y 8m | |
Banks - Diversified Financial Services | $8.1M 2.48% | -$630.6K Sold | 0.001% 25.7K shares | 27.7K → 25.7K −$630.6K | -7.23% | $867.35B Mega Cap | Q1 2017 Held for 8y 8m | |
Agricultural - Machinery Industrials | $7.7M 2.36% | -$266.3K Sold | 0.003% 16.2K shares | 16.7K → 16.2K −$266.3K | -3.34% | $223.53B Mega Cap | Q1 2017 Held for 8y 8m | |
Internet Content & Information Communication Services | $7.6M 2.32% | -$118.1K Sold | 0.0% 31.2K shares | 31.7K → 31.2K −$118.1K | -1.53% | $2.95T Mega Cap | Q1 2017 Held for 8y 8m | |
Semiconductors Technology | $7.4M 2.27% | -$768.3K Sold | — 26.6K shares | 29.3K → 26.6K −$768.3K | -9.38% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $7.1M 2.18% | -$1.5M Sold | 0.001% 25.4K shares | 30.9K → 25.4K −$1.5M | -17.74% | $801.76B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $6.9M 2.11% | -$130.3K Sold | — 150.0K shares | 152.8K → 150.0K −$130.3K | -1.85% | — — | Q1 2023 Held for 2y 8m | |
Construction Materials Basic Materials | $6.9M 2.1% | -$132.3K Sold | 0.017% 22.3K shares | 22.7K → 22.3K −$132.3K | -1.89% | $40.6B Large Cap | Q1 2017 Held for 8y 8m | |
Regulated Electric Utilities | $6.2M 1.9% | +$38.6K Bought | 0.006% 50.2K shares | 49.9K → 50.2K +$38.6K | +0.63% | $96.2B Large Cap | Q1 2017 Held for 8y 8m | |
Discount Stores Consumer Defensive | $6.2M 1.9% | -$30.3K Sold | 0.001% 60.2K shares | 60.5K → 60.2K −$30.3K | -0.49% | $821.68B Mega Cap | Q1 2017 Held for 8y 8m | |
Home Improvement Consumer Cyclical | $6.2M 1.89% | +$6.1K Bought | 0.002% 15.3K shares | 15.3K → 15.3K +$6.1K | +0.1% | $403.32B Mega Cap | Q1 2017 Held for 8y 8m | |
Insurance - Brokers Financial Services | $6.2M 1.88% | +$26.9K Bought | 0.008% 19.9K shares | 19.8K → 19.9K +$26.9K | +0.44% | $79.4B Large Cap | Q1 2017 Held for 8y 8m | |
Drug Manufacturers - General Healthcare | $6.0M 1.82% | -$22.3K Sold | 0.001% 32.2K shares | 32.3K → 32.2K −$22.3K | -0.37% | $446.55B Mega Cap | Q1 2017 Held for 8y 8m | |
Home Improvement Consumer Cyclical | $5.8M 1.76% | -$24.9K Sold | 0.004% 23.0K shares | 23.0K → 23.0K −$24.9K | -0.43% | $140.94B Large Cap | Q1 2017 Held for 8y 8m | |
Specialty Retail Consumer Cyclical | $5.8M 1.76% | -$61.5K Sold | 0.0% 26.2K shares | 26.5K → 26.2K −$61.5K | -1.06% | $2.34T Mega Cap | Q1 2017 Held for 8y 8m | |
Financial - Credit Services Financial Services | $5.7M 1.75% | +$22.9K Bought | 0.001% 16.8K shares | 16.7K → 16.8K +$22.9K | +0.4% | $662.60B Mega Cap | Q2 2018 Held for 7y 5m | |
Renewable Utilities Utilities | $5.6M 1.72% | +$476.5K Bought | 0.003% 9.2K shares | 8.4K → 9.2K +$476.5K | +9.24% | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $5.5M 1.69% | +$34.3K Bought | 0.001% 7.3K shares | 7.2K → 7.3K +$34.3K | +0.62% | $684.00B Mega Cap | Q1 2017 Held for 8y 8m | |
Semiconductors Technology | $5.5M 1.68% | -$41.8K Sold | 0.003% 26.8K shares | 27.0K → 26.8K −$41.8K | -0.76% | $163.10B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.4M 1.66% | +$12.3K Bought | — 297.0K shares | 296.3K → 297.0K +$12.3K | +0.23% | — — | Q1 2021 Held for 4y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $5.4M 1.65% | +$19.6K Bought | 0.002% 81.5K shares | 81.2K → 81.5K +$19.6K | +0.36% | $285.42B Mega Cap | Q1 2017 Held for 8y 8m | |
Discount Stores Consumer Defensive | $5.2M 1.6% | +$6.5K Bought | 0.001% 5.7K shares | 5.6K → 5.7K +$6.5K | +0.12% | $410.27B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $5.1M 1.55% | -$78.0K Sold | — 8.4K shares | 8.5K → 8.4K −$78.0K | -1.52% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $5.0M 1.54% | -$85.8K Sold | — 17.1K shares | 17.4K → 17.1K −$85.8K | -1.68% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $4.9M 1.49% | -$32.3K Sold | — 18.0K shares | 18.1K → 18.0K −$32.3K | -0.66% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.9M 1.49% | -$48.0K Sold | — 7.3K shares | 7.4K → 7.3K −$48.0K | -0.98% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $4.6M 1.41% | +$12.6K Bought | — 155.6K shares | 155.2K → 155.6K +$12.6K | +0.27% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $4.4M 1.34% | +$2.3K Bought | — 56.0K shares | 56.0K → 56.0K +$2.3K | +0.05% | — — | Q1 2017 Held for 8y 8m | |
Aerospace & Defense Industrials | $4.3M 1.32% | +$20.5K Bought | 0.004% 8.7K shares | 8.6K → 8.7K +$20.5K | +0.48% | $116.55B Large Cap | Q1 2017 Held for 8y 8m | |
Household & Personal Products Consumer Defensive | $4.3M 1.32% | +$35.2K Bought | 0.001% 28.1K shares | 27.9K → 28.1K +$35.2K | +0.82% | $359.62B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $4.2M 1.29% | -$95.9K Sold | — 62.0K shares | 63.4K → 62.0K −$95.9K | -2.22% | — — | Q2 2020 Held for 5y 5m | |
Aerospace & Defense Industrials | $4.1M 1.27% | -$12.0K Sold | 0.001% 13.8K shares | 13.8K → 13.8K −$12.0K | -0.29% | $319.00B Mega Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $3.7M 1.14% | -$9.1K Sold | 0.004% 6.1K shares | 6.1K → 6.1K −$9.1K | -0.24% | $87.2B Large Cap | Q4 2017 Held for 7y 11m | |
Drug Manufacturers - General Healthcare | $3.7M 1.12% | -$4.2K Sold | 0.002% 13.0K shares | 13.0K → 13.0K −$4.2K | -0.12% | $151.93B Large Cap | Q1 2017 Held for 8y 8m | |
Agricultural - Machinery Industrials | $3.6M 1.1% | +$914.6 Bought | 0.003% 7.9K shares | 7.9K → 7.9K +$914.6 | +0.03% | $123.61B Large Cap | Q1 2017 Held for 8y 8m | |
Regulated Electric Utilities | $3.4M 1.03% | +$28.2K Bought | 0.003% 35.7K shares | 35.4K → 35.7K +$28.2K | +0.84% | $104.25B Large Cap | Q1 2017 Held for 8y 8m | |
Waste Management Industrials | $3.3M 1.0% | +$21.0K Bought | 0.004% 14.8K shares | 14.7K → 14.8K +$21.0K | +0.65% | $89.0B Large Cap | Q1 2017 Held for 8y 8m | |
Semiconductors Technology | $3.3M 0.994% | +$808.8K Bought | 0.0% 17.4K shares | 13.1K → 17.4K +$808.8K | +33.12% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Aerospace & Defense Industrials | $3.1M 0.961% | +$14.5K Bought | 0.004% 2.4K shares | 2.4K → 2.4K +$14.5K | +0.46% | $74.3B Large Cap | Q3 2019 Held for 6y 2m | |
Banks - Diversified Financial Services | $3.1M 0.952% | +$20.4K Bought | 0.001% 60.3K shares | 60.0K → 60.3K +$20.4K | +0.66% | $382.12B Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $3.1M 0.951% | -$43.8K Sold | — 37.6K shares | 38.1K → 37.6K −$43.8K | -1.39% | — — | Q1 2021 Held for 4y 8m | |
Aerospace & Defense Industrials | $3.1M 0.943% | -$26.6K Sold | 0.003% 9.0K shares | 9.1K → 9.0K −$26.6K | -0.85% | $91.7B Large Cap | Q2 2017 Held for 8y 5m | |
Drug Manufacturers - General Healthcare | $3.0M 0.906% | +$14.5K Bought | 0.001% 35.3K shares | 35.2K → 35.3K +$14.5K | +0.49% | $209.64B Mega Cap | Q1 2017 Held for 8y 8m | |
Aerospace & Defense Industrials | $2.9M 0.894% | +$23.5K Bought | 0.002% 13.5K shares | 13.4K → 13.5K +$23.5K | +0.81% | $163.20B Large Cap | Q1 2017 Held for 8y 8m | |
Medical - Healthcare Plans Healthcare | $2.9M 0.879% | +$86.3K Bought | 0.001% 8.3K shares | 8.1K → 8.3K +$86.3K | +3.1% | $312.73B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $2.8M 0.844% | -$20.1K Sold | — 30.2K shares | 30.4K → 30.2K −$20.1K | -0.72% | — — | Q1 2017 Held for 8y 8m | |
Restaurants Consumer Cyclical | $2.6M 0.808% | +$5.9K Bought | 0.003% 31.2K shares | 31.2K → 31.2K +$5.9K | +0.22% | $96.2B Large Cap | Q1 2017 Held for 8y 8m | |
Drug Manufacturers - General Healthcare | $2.4M 0.744% | -$11.6K Sold | 0.001% 10.5K shares | 10.6K → 10.5K −$11.6K | -0.47% | $409.03B Mega Cap | Q1 2017 Held for 8y 8m | |
Insurance - Diversified Financial Services | $2.4M 0.737% | +$42.2K Bought | 0.0% 4.8K shares | 4.7K → 4.8K +$42.2K | +1.78% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m |
