Family Legacy, Inc.

Q1 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$332,852
Net value change ($000)
-1,196 (-0.4%)
New positions
4
Sold out positions
1
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
UTES 2,995 NEW
JMBS 2,342 NEW
FNDF 2,249 NEW
GEV 1,681 28.1%
CAT 1,237 13.8%
NVDA 1,214 37.4%
JNJ 1,031 15.6%
LMT 987 23.5%
AMAT 944 13.9%
DE 693 18.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,239 -24.3%
XLB -2,072 -90.3%
GOOGL -2,067 -21.9%
LLY -1,567 -20.2%
ORCL -1,180 -24.7%
AAPL -975 -9.2%
JPM -924 -11.2%
AJG -836 -16.2%
V -788 -13.3%
VO -788 -15.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type