Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Family Legacy, Inc. (CIK 1706016) reported $332.9M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAT ($10.2M, 3.07%), AAPL ($9.7M, 2.90%), AMAT ($7.7M, 2.32%), GEV ($7.7M, 2.30%), JNJ ($7.6M, 2.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | $10.2M | 3.07% | 14,422 | Trimmed |
| 2 | AAPL | APPLE INC | $9.7M | 2.90% | 38,035 | Trimmed |
| 3 | AMAT | APPLIED MATLS INC | $7.7M | 2.32% | 22,625 | Trimmed |
| 4 | GEV | GE VERNOVA INC | $7.7M | 2.30% | 8,773 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $7.6M | 2.29% | 31,224 | Trimmed |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $7.5M | 2.25% | 141,756 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $7.4M | 2.21% | 25,609 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $7.3M | 2.19% | 24,809 | Trimmed |
| 9 | WMT | WALMART INC | $7.2M | 2.17% | 57,999 | Trimmed |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.2M | 2.17% | 21,343 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $7.0M | 2.09% | 18,817 | Trimmed |
| 12 | DUK | DUKE ENERGY CORP NEW | $6.6M | 1.97% | 50,079 | Trimmed |
| 13 | KO | COCA COLA CO | $6.2M | 1.86% | 81,255 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $6.2M | 1.85% | 6,711 | Trimmed |
| 15 | VMC | VULCAN MATLS CO | $5.9M | 1.77% | 21,625 | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $5.5M | 1.66% | 5,560 | Trimmed |
| 17 | FPE | FIRST TR EXCH TRADED FD III | $5.4M | 1.63% | 305,096 | Added |
| 18 | LOW | LOWES COS INC | $5.4M | 1.62% | 22,794 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $5.4M | 1.61% | 25,766 | Trimmed |
| 20 | LMT | LOCKHEED MARTIN CORP | $5.2M | 1.56% | 8,592 | Trimmed |
| 21 | SOXX | ISHARES TR | $5.1M | 1.54% | 15,588 | Trimmed |
| 22 | V | VISA INC | $5.1M | 1.54% | 16,930 | Added |
| 23 | HD | HOME DEPOT INC | $4.9M | 1.49% | 15,045 | Trimmed |
| 24 | QQQ | INVESCO QQQ TR | $4.7M | 1.43% | 8,229 | Trimmed |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $4.7M | 1.41% | 7,227 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31