Family Legacy, Inc. Portfolio Holdings

Family Legacy, Inc.

$302 Million
Q2 2025

Family Legacy, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $302 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.96M, Apple Inc. with a value of $8.19M, Jpmorgan Chase & CO with a value of $8.02M, Oracle Corp with a value of $6.75M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $6.64M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $288M to 302M.

Below you can find more details about Family Legacy, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $302 Million

ETFs: $62.2 Million

Technology: $43.7 Million

Industrials: $42.6 Million

Financial Services: $38.2 Million

Healthcare: $32.1 Million

Consumer Defensive: $25.8 Million

Consumer Cyclical: $24.5 Million

Utilities: $10.3 Million

Other: $22.4 Million

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp Technology	$3.84T	$9.96 Million 3.3% of portfolio	20,027	Q2 2025 Reduced 1.99%
AAPL Apple Inc. Technology	$3.8T	$8.19 Million 2.71% of portfolio	39,896	Q2 2025 Reduced 0.65%
JPM Jpmorgan Chase & CO Financial Services	$906B	$8.02 Million 2.66% of portfolio	27,667	Q2 2025 Reduced 5.02%
ORCL Oracle Corp Technology	$815B	$6.75 Million 2.24% of portfolio	30,864	Q2 2025 Reduced 1.61%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.36T	$6.64 Million 2.2% of portfolio	29,332	Q2 2025 Added 0.43%
CAT Caterpillar Inc Industrials	$230B	$6.49 Million 2.15% of portfolio	16,710	Q2 2025 Added 0.25%
AJG Arthur J. Gallagher & Co. Financial Services	$60.9B	$6.34 Million 2.1% of portfolio	19,814	Q2 2025 Reduced 5.24%
V Visa Inc. Financial Services	$554B	$5.94 Million 1.97% of portfolio	16,735	Q2 2025 Reduced 2.19%
VMC Vulcan Materials CO Basic Materials	$39.1B	$5.93 Million 1.96% of portfolio	22,733	Q2 2025 Reduced 2.37%
WMT Walmart Inc. Consumer Defensive	$281B	$5.92 Million 1.96% of portfolio	60,529	Q2 2025 Reduced 5.67%
DUK Duke Energy Corp Utilities	$94.2B	$5.88 Million 1.95% of portfolio	49,857	Q2 2025 Added 0.45%
AMZN Amazon Com Inc Consumer Cyclical	$2.36T	$5.81 Million 1.93% of portfolio	26,490	Q2 2025 Reduced 1.28%
KO Coca Cola CO Consumer Defensive	$286B	$5.74 Million 1.9% of portfolio	81,175	Q2 2025 Reduced 0.47%
LLY Eli Lilly & CO Healthcare	$711B	$5.63 Million 1.86% of portfolio	7,216	Q2 2025 Reduced 0.4%
HD Home Depot, Inc. Consumer Cyclical	$433B	$5.6 Million 1.86% of portfolio	15,271	Q2 2025 Added 0.52%
GOOGL Alphabet Inc. Communication Services	$1.44T	$5.59 Million 1.85% of portfolio	31,701	Q2 2025 Reduced 0.63%
COST Costco Wholesale Corp Consumer Defensive	$425B	$5.59 Million 1.85% of portfolio	5,645	Q2 2025 Reduced 3.32%
LOW Lowes Companies Inc Consumer Cyclical	$169B	$5.11 Million 1.69% of portfolio	23,049	Q2 2025 Reduced 0.69%
AMAT Applied Materials Inc Technology	$147B	$4.94 Million 1.64% of portfolio	26,978	Q2 2025 Added 0.26%
JNJ Johnson & Johnson Healthcare	$464B	$4.93 Million 1.63% of portfolio	32,295	Q2 2025 Added 0.09%
PG Procter & Gamble CO Consumer Defensive	$372B	$4.44 Million 1.47% of portfolio	27,868	Q2 2025 Added 0.78%
DE Deere & CO Industrials	$142B	$4 Million 1.33% of portfolio	7,872	Q2 2025 Reduced 3.87%
LMT Lockheed Martin Corp Industrials	$124B	$3.99 Million 1.32% of portfolio	8,624	Q2 2025 Added 1.02%
AMGN Amgen Inc Healthcare	$147B	$3.63 Million 1.2% of portfolio	12,986	Q2 2025 Added 0.25%
TDG Trans Digm Group Inc Industrials	$69.9B	$3.61 Million 1.2% of portfolio	2,375	Q2 2025 Added 0.76%
GE General Electric CO Industrials	$313B	$3.55 Million 1.18% of portfolio	13,800	Q2 2025 Reduced 0.75%
WM Waste Management Inc Industrials	$88.7B	$3.37 Million 1.12% of portfolio	14,716	Q2 2025 Added 0.49%
SO Southern CO Utilities	$100B	$3.25 Million 1.08% of portfolio	35,364	Q2 2025 Reduced 1.11%
NOC Northrop Grumman Corp Industrials	$88.4B	$3.07 Million 1.02% of portfolio	6,135	Q2 2025 Added 0.97%
SBUX Starbucks Corp Consumer Cyclical	$94.5B	$2.86 Million 0.95% of portfolio	31,168	Q2 2025 Added 0.28%
BAC Bank Of America Corp Financial Services	$406B	$2.84 Million 0.94% of portfolio	59,953	Q2 2025 Added 0.77%
BA Boeing CO Industrials	$129B	$2.82 Million 0.93% of portfolio	13,435	Q2 2025 Added 1.8%
ELV Elevance Health, Inc. Healthcare	$75.6B	$2.78 Million 0.92% of portfolio	7,159	Q2 2025 Added 2.9%
MRK Merck & Co., Inc. Healthcare	$205B	$2.78 Million 0.92% of portfolio	35,156	Q2 2025 Added 0.17%
GD General Dynamics Corp Industrials	$89.8B	$2.66 Million 0.88% of portfolio	9,126	Q2 2025 Added 0.53%
UNH Unitedhealth Group Inc Healthcare	$325B	$2.52 Million 0.83% of portfolio	8,077	Q2 2025 Added 1.24%
CSCO Cisco Systems, Inc. Technology	$275B	$2.28 Million 0.76% of portfolio	32,925	Q2 2025 Added 0.15%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$644B	$2.29 Million 0.76% of portfolio	4,713	Q2 2025 Reduced 3.28%
CSX Csx Corp Industrials	$68.3B	$2.21 Million 0.73% of portfolio	67,759	Q2 2025 Reduced 0.03%
CI Cigna Corp Healthcare	$90.7B	$2.15 Million 0.71% of portfolio	6,509	Q2 2025 Added 0.18%
NVDA Nvidia Corp Technology	$443B	$2.07 Million 0.69% of portfolio	13,090	Q2 2025 Added 8.28%
PEP Pepsico Inc Consumer Defensive	$194B	$2.07 Million 0.68% of portfolio	15,655	Q2 2025 Added 0.41%
UNP Union Pacific Corp Industrials	$133B	$2.01 Million 0.67% of portfolio	8,728	Q1 2025 Reduced 0.09%
PLD Prologis, Inc. Real Estate	$105B	$2 Million 0.66% of portfolio	19,044	Q2 2025 Added 1.58%
INTU Intuit Inc Technology	$184B	$2 Million 0.66% of portfolio	2,537	Q2 2025 Added 0.2%
ABBV Abb Vie Inc. Healthcare	$385B	$1.96 Million 0.65% of portfolio	10,558	Q2 2025 Added 0.05%
CB Chubb LTD Financial Services	$114B	$1.94 Million 0.64% of portfolio	6,696	Q2 2025 Reduced 2.94%
TD Toronto Dominion Bank Financial Services	$141B	$1.74 Million 0.58% of portfolio	23,698	Q2 2025 Reduced 0.12%
COF Capital One Financial Corp Financial Services	$86.9B	$1.68 Million 0.56% of portfolio	7,873	Q2 2025 Reduced 0.67%
DRI Darden Restaurants Inc Consumer Cyclical	$26B	$1.68 Million 0.56% of portfolio	7,725	Q2 2025 Added 1.63%

Summary

Portfolio
No. of Stocks 121
Current Value $302 Million
Prior Value $288 Million
Filing
Period Q2 2025
Filing Date July 23, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 2 stocks
Additional Purchases 58 stocks
Sold out of 0 stocks
Reduced holdings in 40 stocks

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Family Legacy, Inc. Portfolio Holdings