$194 Million is the total value of Family Legacy, Inc.'s 116 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMX | New | TERMINIX GLOBAL HOLDINGS INC | $510,000 | – | 10,000 | +100.0% | 0.26% | – |
| SCHW | New | SCHWAB CHARLES CORP | $282,000 | – | 5,321 | +100.0% | 0.15% | – |
| EA | New | ELECTRONIC ARTS INC | $253,000 | – | 1,762 | +100.0% | 0.13% | – |
| GM | New | GENERAL MTRS CO | $234,000 | – | 5,618 | +100.0% | 0.12% | – |
| PAYX | New | PAYCHEX INC | $228,000 | – | 2,445 | +100.0% | 0.12% | – |
| DOW | New | DOW INC | $219,000 | – | 3,945 | +100.0% | 0.11% | – |
| UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $209,000 | – | 7,352 | +100.0% | 0.11% | – |
| VLO | New | VALERO ENERGY CORP | $206,000 | – | 3,639 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q3 2023 | 4.6% |
| MICROSOFT CORP | 27 | Q3 2023 | 4.7% |
| HOME DEPOT INC | 27 | Q3 2023 | 4.0% |
| JPMORGAN CHASE & CO | 27 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON | 27 | Q3 2023 | 3.6% |
| DUKE ENERGY CORP NEW | 27 | Q3 2023 | 3.3% |
| GALLAGHER ARTHUR J & CO | 27 | Q3 2023 | 3.8% |
| COCA COLA CO | 27 | Q3 2023 | 3.5% |
| VULCAN MATLS CO | 27 | Q3 2023 | 4.0% |
| LOWES COS INC | 27 | Q3 2023 | 2.6% |
View Family Legacy, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-22 |
| 13F-HR/A | 2022-04-18 |
| 13F-HR | 2022-04-14 |
View Family Legacy, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.