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Family Legacy, Inc.
hedge fundUpdated 23 days agoManaged by Family Legacy, Inc. • Latest filing Q3 2026
Portfolio value
$363M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
11.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $327.1M |
| Q4 2025 | $334M |
| Q1 2026 | $332.9M |
| Q2 2026 | $374.9M |
| Q3 2026 | $363M |
Top holdings
124 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $12.5M | 37.4K | 3.43% | Trimmed(-0.7%) | |
| 2 | $11.2M | 13.8K | 3.08% | Trimmed(-1.3%) | |
| 3 | $10.9M | 21.4K | 3.01% | Trimmed(-1.4%) | |
| 4 | $9.7M | 18.9K | 2.67% | Added(+0.6%) | |
| 5 | $9M | 19.6K | 2.47% | Trimmed(-0.9%) | |
| 6 | $8.5M | 24.8K | 2.35% | Trimmed(-0.5%) | |
| 7 | $8.5M | 15.0K | 2.35% | Trimmed(-1.7%) | |
| 8 | $8.3M | 31.4K | 2.29% | Added(+1.3%) | |
| 9 | $8.3M | 8.7K | 2.28% | Added(+1.1%) | |
| 10 | $8.2M | 24.7K | 2.25% | Added(+0.0%) | |
| 11 | $7.9M | 140.5K | 2.16% | Trimmed(-0.1%) | |
| 12 | $7.8M | 6.8K | 2.16% | Added(+0.1%) | |
| 13 | $6.9M | 79.9K | 1.90% | Trimmed(-1.3%) | |
| 14 | $6.5M | 26.2K | 1.80% | Added(+0.8%) | |
| 15 | $6.2M | 17.3K | 1.71% | Added(+1.4%) | |
| 16 | $6M | 26.2K | 1.65% | Added(+2.1%) | |
| 17 | $5.9M | 57.2K | 1.64% | Trimmed(-0.1%) | |
| 18 | $5.9M | 8.0K | 1.62% | Trimmed(-2.5%) | |
| 19 | $5.8M | 51.0K | 1.60% | Added(+1.9%) | |
| 20 | $5.4M | 12.9K | 1.50% | Added(+0.6%) |