Family Legacy, Inc.

Q4 2025 13F-HR Holdings

Location
Greenville, SC
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$334,048
Net value change ($000)
+6,944 (2.1%)
New positions
2
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 2,200 39.7%
GOOGL 1,843 24.3%
AMAT 1,307 23.8%
CAT 1,274 16.5%
MRK 755 25.5%
JNJ 635 10.6%
AMGN 576 15.7%
SOXX 530 10.8%
FDT 502 NEW
DFIV 495 7.2%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,365 -33.1%
AJG -1,005 -16.3%
HD -920 -14.9%
MSFT -895 -8.9%
VMC -652 -9.5%
COST -364 -7.0%
RBLX -359 -41.1%
CAG -346 -100.0%
DUK -335 -5.4%
PG -270 -6.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type