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CIK: 0001706016
Total reported value
$363.0M
$363.0M
124 檔
16.9%
In Q2 2026, Family Legacy, Inc.'s U.S. equity holdings reached a combined market value of $363.0M, distributed across 124 disclosed stock positions.
In Q2 2026, Family Legacy, Inc. adopted a defensive or profit-taking posture, trimming 64 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AMAT, CAT, AAPL) accounted for 16.9% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | Stock-Tech | 4.18% | -1.17% | -4.23% | |
| 2 | CAT | Caterpillar Inc | Stock-Industrials | 3.97% | -0.89% | -3.20% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.91% | +0.52% | -0.90% | |
| 4 | GEV | GE Vernova Inc | Stock-Industrials | 2.70% | -0.42% | -1.72% | |
| 5 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.61% | -0.26% | -1.94% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.52% | -0.05% | -7.13% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | -0.03% | -2.56% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.16% | — | +0.70% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.15% | +0.10% | -0.57% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.10% | +0.19% | -0.65% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.03% | +0.13% | -0.75% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | +0.80% | -0.05% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.75% | +0.15% | -0.36% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.09% | -1.23% | |
| 15 | VMC | Vulcan Materials Co | Stock-Materials | 1.71% | -0.22% | +0.36% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.69% | -0.09% | -0.05% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | +0.15% | +0.91% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | +0.02% | -0.90% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | +0.15% | +0.51% | |
| 20 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.45% | -0.01% | -0.45% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.43% | +0.06% | -0.43% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.42% | -0.23% | +0.27% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | +0.02% | -0.36% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.28% | +0.40% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.35% | -0.17% | +0.41% | |
| 26 | GE | General Electric | Stock-Industrials | 1.31% | -0.18% | +0.56% | |
| 27 | DE | Deere & Co | Stock-Industrials | 1.30% | +0.13% | -0.81% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.26% | -0.03% | +297.95% | |
| 29 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.25% | -0.01% | -0.36% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 1.24% | +0.26% | -0.57% | |
| 31 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.22% | +0.04% | -0.05% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.21% | +0.01% | -0.18% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.21% | +0.21% | +0.02% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.17% | — | -0.83% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.17% | +0.05% | -0.21% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | +0.05% | -0.16% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | -0.06% | -0.81% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.95% | -0.02% | -0.33% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.94% | -0.09% | +0.13% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.94% | -0.07% | +0.02% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.92% | +0.03% | +0.91% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.90% | -0.04% | +0.03% | |
| 43 | TDG | Transdigm Group Inc | Stock-Industrials | 0.87% | -0.12% | +0.74% | |
| 44 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 0.85% | -0.06% | +3.78% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.84% | -0.04% | -0.43% | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.84% | — | -1.87% | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.84% | -0.04% | -0.89% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.83% | -0.05% | -0.40% | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.83% | -0.03% | -1.02% | |
| 50 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.82% | -0.01% | +0.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.9% | -4.23% | Trim |
| 2 | SOXX | Ishares Semiconductor ETF | +1.1% | -1.94% | Trim |
| 3 | CAT | Caterpillar Inc | +0.9% | -3.20% | Trim |
| 4 | GEV | GE Vernova Inc | +0.4% | -1.72% | Trim |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -7.13% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.3% | +0.70% | Add |
| 7 | CSCO | Cisco Systems Inc | +0.3% | -0.81% | Trim |
| 8 | UNH | Unitedhealth Group Inc | +0.3% | +0.02% | Add |
| 9 | GE | General Electric | +0.2% | +0.56% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.56% | Trim |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.90% | Trim |
| 12 | ELV | Elevance Health Inc | +0.1% | +0.16% | Add |
| 13 | TD | Toronto-dominion Bank | +0.1% | -0.87% | Trim |
| 14 | IMCG | Ishares Morningstar Mid-cap | +0.1% | -0.89% | Trim |
| 15 | CVS | Cvs Health CORP | +0.1% | +1.70% | Add |
| 16 | DAL | Delta Air Lines Inc | +0.1% | NEW | New buy |
| 17 | BLDR | Builders Firstsource Inc | +0.1% | NEW | New buy |
| 18 | VLO | Valero Energy CORP | +0.1% | NEW | New buy |
| 19 | ILCG | Ishares Morningstar Growth E | +0.1% | NEW | New buy |
| 20 | FSLR | First Solar Inc | +0.1% | +7.62% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +0.91% | Add |
| 22 | BAC | Bank Of America CORP | 0% | +0.91% | Add |
| 23 | NVDA | Nvidia CORP | 0% | +0.40% | Add |
| 24 | TDG | Transdigm Group Inc | 0% | +0.74% | Add |
| 25 | ETN | Eaton Corporation plc | 0% | -0.02% | Trim |
| 26 | FITB | Fifth Third Bancorp | 0% | +3.65% | Add |
| 27 | V | Visa Inc-class A Shares | 0% | +0.51% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.43% | Trim |
| 29 | ABBV | Abbvie Inc | 0% | -0.33% | Trim |
| 30 | C | Citigroup Inc | 0% | +2.28% | Add |
| 31 | AAPL | Apple Inc | 0% | -0.90% | Trim |
| 32 | SBUX | Starbucks CORP | 0% | -0.43% | Trim |
| 33 | CSX | Csx CORP | 0% | -1.87% | Trim |
| 34 | PSA | Public Storage | 0% | -0.64% | Trim |
| 35 | STLD | Steel Dynamics Inc | 0% | -0.31% | Trim |
| 36 | COF | Capital One Financial CORP | — | +1.39% | Add |
| 37 | IWS | Ishares Russell Mid-cap Valu | — | — | Unchanged |
| 38 | UPS | United Parcel Service-cl B | — | — | Unchanged |
| 39 | AVUV | Avantis US Small Cap Value | — | -2.18% | Trim |
| 40 | WPC | Wp Carey Inc | — | +1.94% | Add |
| 41 | TFC | Truist Financial CORP | — | — | Unchanged |
| 42 | PAYX | Paychex Inc | — | — | Unchanged |
| 43 | ED | Consolidated Edison Inc | — | — | Unchanged |
| 44 | NVO | Novo-nordisk A/s-spons Adr | — | -24.28% | Trim |
| 45 | DE | Deere & Co | 0% | -0.81% | Trim |
| 46 | VO | Vanguard Mid-cap ETF | 0% | +297.95% | Add |
| 47 | VBR | Vanguard Small-cap Value ETF | 0% | -0.90% | Trim |
| 48 | ITA | Ishares U.s. Aerospace & Def | 0% | +0.31% | Add |
| 49 | UNP | Union Pacific CORP | 0% | -0.99% | Trim |
| 50 | NSC | Norfolk Southern CORP | 0% | -0.74% | Trim |
According to official SEC Form 13F filings, Family Legacy, Inc. reported a total U.S. public equity portfolio value of $363.0M across 124 disclosed positions in Q2 2026.
During Q2 2026, Family Legacy, Inc.'s top holdings by market value included AMAT (4.2%)、CAT (4.0%)、AAPL (2.9%). The largest single position, AMAT, represented 4.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
DAL
市值: $243.1K
Top Position Liquidated / Trimmed
XLB
前期市值: $222.0K
In Q2 2026, Family Legacy, Inc. made 111 total portfolio adjustments, initiating 4 new buys, adding to 39 positions, trimming 64 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.