Long-term investor

Family Legacy, Inc. @familylegacyinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001706016).

Record

  • Tracked since 2025-12-31 (249 days), 31 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year n/a · all +10.5%
  • Max drawdown n/a · win rate 40% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMAT · 4.2% · long · since 2025-12-31
  • CAT · 4.0% · long · since 2025-12-31
  • AAPL · 2.9% · long · since 2025-12-31
  • GEV · 2.7% · long · since 2025-12-31
  • 464287523 · 2.6% · long · since 2025-12-31
  • TSM · 2.5% · long · since 2025-12-31
  • GOOGL · 2.4% · long · since 2025-12-31
  • LLY · 2.2% · long · since 2025-12-31
  • JPM · 2.2% · long · since 2025-12-31
  • JNJ · 2.1% · long · since 2025-12-31
  • 25434V807 · 2.0% · long · since 2025-12-31
  • MSFT · 1.9% · long · since 2025-12-31

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