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Home > Institutional Investor > Family Legacy, Inc. > Profile

Instuitional Investor - Family Legacy, Inc.

Fund Profile
Filing Period:
Fund Name: Family Legacy, Inc.
Portfolio Value $374,933,793
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Applied Materials Inc
 AMAT 21,668 $15,666,070 4.18%
2.
Caterpillar Inc
 CAT 13,961 $14,867,577 3.97%
3.
Apple Inc.
 AAPL 37,693 $10,906,986 2.91%
4.
Ge Vernova Inc.
 GEV 8,622 $10,129,703 2.7%
5.
Ishares Trust
 IEF 15,286 $9,794,450 2.61%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.