Family Legacy, Inc.

Q2 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$374,934
Net value change ($000)
+42,082 (12.6%)
New positions
4
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 7,933 102.6%
SOXX 4,671 91.2%
CAT 4,650 45.5%
GEV 2,472 32.3%
TSM 2,254 31.2%
LLY 1,933 31.3%
GOOGL 1,553 21.1%
CSCO 1,280 50.2%
QQQ 1,256 26.4%
AAPL 1,254 13.0%
Top Reduces (Value $000, Stocks/ETFs)
NOC -1,040 -25.3%
LMT -825 -15.9%
WMT -720 -10.0%
INTU -445 -39.8%
TSCO -388 -48.4%
COST -358 -6.5%
LOW -339 -6.3%
PEP -317 -13.3%
XLB -222 -100.0%
DUK -221 -3.4%
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