Institutional Fund
Family Legacy, Inc.
Greenville, SCCIK 17060165 filings on record
Portfolio Value
$332.85M
Q1 2026
Holdings
124
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-0.4%
from $334.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Caterpillar Inc3.1%
- Apple Inc2.9%
- Applied Matls Inc2.3%
- Ge Vernova Inc2.3%
- Johnson & Johnson2.3%
- Dimensional ETF Trust2.2%
- Other84.9%
Portfolio Holdings
124 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc | 14.4K | $10.22M | 3.1% | −1.3K | Reduced |
| 2 | Apple Inc | 38.0K | $9.65M | 2.9% | −1.1K | Reduced |
| 3 | Applied Matls Inc | 22.6K | $7.73M | 2.3% | −3.8K | Reduced |
| 4 | Ge Vernova Inc | 8.8K | $7.66M | 2.3% | −372 | Reduced |
| 5 | Johnson & Johnson | 31.2K | $7.63M | 2.3% | −674 | Reduced |
| 6 | Dimensional ETF Trust | 141.8K | $7.48M | 2.2% | −6.8K | Reduced |
| 7 | Alphabet Inc | 25.6K | $7.36M | 2.2% | −4.5K | Reduced |
| 8 | Jpmorgan Chase & Co. | 24.8K | $7.30M | 2.2% | −707 | Reduced |
| 9 | Taiwan Semiconductor Mfg Ltd | 21.3K | $7.21M | 2.2% | −4.1K | Reduced |
| 10 | Walmart Inc | 58.0K | $7.21M | 2.2% | −1.0K | Reduced |
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