Family Legacy, Inc.
CIK 1706016 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $374.9M
- पोजीशन
- 124
- तिथि अनुसार
- 30 जून 2026
पोर्टफोलियो मूल्य QoQ: +12.6% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 27.69%
- शीर्ष 25 होल्डिंग्स का भार
- 51.68%
- 1% से ऊपर की स्थितियाँ
- 37
- स्थितियों की प्रभावी संख्या
- 63.1
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 1.33% अनुमानित। खरीदें $5505704 · बेचें $4703568
औसत होल्डिंग: 7.0 तिमाहियां ट्रैक किया गया Q4 2024–Q2 2026 · 92.5% अभी भी रखा गया
- नई स्थितियाँ
- 4
- बढ़ाया
- 39
- घटा हुआ
- 64
- बंद
- 4
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- उच्च-विश्वास दांव जिन होल्डिंग्स में यह प्रबंधक सबसे अधिक केंद्रित है।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
पूर्ण पोर्टफोलियो 124 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| AMAT Applied Materials, Inc. - Common Stock | $15666070 | 4.18% | 21668 | $7933021 | नीचे ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $14867577 | 3.97% | 13961 | $4649829 | नीचे ×4 | ||
| AAPL Apple Inc. - Common Stock | $10906986 | 2.91% | 37693 | $1253961 | नीचे ×6 | ||
| GEV GE Vernova Inc. Common Stock | $10129703 | 2.70% | 8622 | $2471715 | नीचे ×3 | ||
| SOXX SOXX | $9794450 | 2.61% | 15286 | $4671407 | नीचे ×4 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $9466540 | 2.52% | 19822 | $2253597 | नीचे ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $8917339 | 2.38% | 24953 | $1553314 | नीचे ×6 | ||
| LLY Eli Lilly and Company Common Stock | $8106091 | 2.16% | 6758 | $1933311 | ऊपर ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $8074664 | 2.15% | 24668 | $776770 | नीचे ×6 | ||
| JNJ Johnson & Johnson Common Stock | $7878142 | 2.10% | 31020 | $245786 | नीचे ×4 | ||
| DFIV | $7599971 | 2.03% | 140688 | $118082 | नीचे ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $7015345 | 1.87% | 18807 | $49898 | नीचे ×6 | ||
| KO Coca-Cola Company (The) Common Stock | $6579643 | 1.75% | 80960 | $400178 | नीचे ×3 | ||
| WMT Walmart Inc. - Common Stock | $6487898 | 1.73% | 57283 | $-720214 | नीचे ×6 | ||
| VMC Vulcan Materials Company (Holding Company) Common Stock | $6402555 | 1.71% | 21703 | $514111 | ऊपर ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $6335692 | 1.69% | 50053 | $-221634 | नीचे ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6196920 | 1.65% | 26000 | $830565 | ऊपर ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $6005626 | 1.60% | 8155 | $1255746 | नीचे ×2 | ||
| V Visa Inc. | $5838495 | 1.56% | 17017 | $721455 | ऊपर ×4 | ||
| FPE | $5430401 | 1.45% | 303714 | $14951 | नीचे ×1 | ||
| SPY SPY | $5373622 | 1.43% | 7196 | $673747 | नीचे ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $5320073 | 1.42% | 15085 | $372046 | ऊपर ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $5182223 | 1.38% | 5540 | $-357629 | नीचे ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $5138511 | 1.37% | 25681 | $677533 | ऊपर ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $5046633 | 1.35% | 22888 | $-339195 | ऊपर ×1 | ||
| GE GE Aerospace Common Stock | $4907756 | 1.31% | 13132 | $1202069 | ऊपर ×1 | ||
| DE Deere & Company Common Stock | $4878845 | 1.30% | 7691 | $510828 | नीचे ×2 | ||
| VO | $4714250 | 1.26% | 58511 | $491798 | ऊपर ×1 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $4697494 | 1.25% | 160653 | $66644 | नीचे ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4641747 | 1.24% | 12818 | $105959 | नीचे ×4 | ||
| AJG Arthur J. Gallagher & Co. Common Stock | $4580149 | 1.22% | 19951 | $257214 | नीचे ×1 | ||
| DGRO | $4538933 | 1.21% | 59888 | $328357 | नीचे ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $4522629 | 1.21% | 35196 | $289827 | ऊपर ×1 | ||
| BIV | $4375428 | 1.17% | 57046 | $-64126 | नीचे ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $4368025 | 1.17% | 8574 | $-824746 | नीचे ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $4149385 | 1.11% | 28296 | $55752 | नीचे ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3830673 | 1.02% | 32613 | $1279702 | नीचे ×4 | ||
| ORCL Oracle Corporation Common Stock | $3569757 | 0.95% | 24359 | $-25557 | नीचे ×6 | ||
| SO Southern Company (The) Common Stock | $3516604 | 0.94% | 36742 | $-25129 | ऊपर ×4 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $3507513 | 0.94% | 8439 | $1224538 | ऊपर ×6 | ||
| BAC Bank of America Corporation Common Stock | $3461995 | 0.92% | 60758 | $526690 | ऊपर ×1 | ||
| WM Waste Management, Inc. Common Stock | $3357295 | 0.90% | 15063 | $-102840 | ऊपर ×6 | ||
| TDG Transdigm Group Incorporated Common Stock | $3250075 | 0.87% | 2440 | $443163 | ऊपर ×6 | ||
| UTES | $3179849 | 0.85% | 38902 | $184877 | ऊपर ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $3152581 | 0.84% | 30850 | $376734 | नीचे ×2 | ||
| CSX CSX Corporation - Common Stock | $3135864 | 0.84% | 65977 | $375887 | नीचे ×6 | ||
| IMCG | $3134686 | 0.84% | 31889 | $600263 | नीचे ×2 | ||
| VNQ | $3126472 | 0.83% | 32422 | $239162 | नीचे ×1 | ||
| GD General Dynamics Corporation Common Stock | $3116261 | 0.83% | 8797 | $65710 | नीचे ×4 | ||
| NOC Northrop Grumman Corporation Common Stock | $3067237 | 0.82% | 6022 | $-1039371 | ऊपर ×1 | ||
| BA Boeing Company (The) Common Stock | $2949343 | 0.79% | 13625 | $250950 | ऊपर ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $2875365 | 0.77% | 7435 | $702261 | ऊपर ×1 | ||
| BRKB | $2824201 | 0.75% | 5644 | $134931 | ऊपर ×4 | ||
| TD Toronto Dominion Bank (The) Common Stock | $2782186 | 0.74% | 22912 | $625645 | नीचे ×6 | ||
| PLD Prologis, Inc. Common Stock | $2627338 | 0.70% | 19394 | $68566 | ऊपर ×1 | ||
| ABBV AbbVie Inc. Common Stock | $2621546 | 0.70% | 10418 | $348158 | नीचे ×4 | ||
| JMBS | $2482278 | 0.66% | 55174 | $140734 | ऊपर ×1 | ||
| FNDF | $2422001 | 0.65% | 45906 | $173227 | नीचे ×1 | ||
| RIO Rio Tinto Plc Common Stock | $2415679 | 0.64% | 25447 | $47963 | ऊपर ×2 | ||
| VBR | $2398467 | 0.64% | 9871 | $234518 | नीचे ×2 | ||
| UNP Union Pacific Corporation Common Stock | $2338621 | 0.62% | 8598 | $231740 | नीचे ×4 | ||
| ITA ITA | $2329336 | 0.62% | 9609 | $234000 | ऊपर ×1 | ||
| CB Chubb Limited Common Stock | $2232969 | 0.60% | 6553 | $85646 | नीचे ×6 | ||
| PEP PepsiCo, Inc. - Common Stock | $2070641 | 0.55% | 15293 | $-317327 | नीचे ×3 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1996798 | 0.53% | 4686 | $320399 | नीचे ×2 | ||
| IPAC | $1899629 | 0.51% | 23186 | $121307 | नीचे ×2 | ||
| NSC Norfolk Southern Corporation Common Stock | $1893651 | 0.51% | 6019 | $153161 | नीचे ×1 | ||
| BSV | $1848206 | 0.49% | 23722 | $-34913 | नीचे ×5 | ||
| CI The Cigna Group Common Stock | $1834889 | 0.49% | 6656 | $53860 | नीचे ×1 | ||
| DRI Darden Restaurants, Inc. Common Stock | $1675549 | 0.45% | 8133 | $102300 | ऊपर ×6 | ||
| COF Capital One Financial Corporation Common Stock | $1648889 | 0.44% | 8219 | $170118 | ऊपर ×2 | ||
| BRKA | $1497700 | 0.40% | 2 | $61420 | |||
| MCD McDonald's Corporation Common Stock | $1485328 | 0.40% | 5495 | $-208728 | ऊपर ×4 | ||
| CVX Chevron Corporation Common Stock | $1480138 | 0.39% | 8929 | $-205146 | ऊपर ×6 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1386899 | 0.37% | 2766 | $23272 | नीचे ×1 | ||
| FSLR First Solar, Inc. - Common Stock | $1373051 | 0.37% | 5819 | $306466 | ऊपर ×4 | ||
| UCB United Community Banks, Inc. Common Stock | $1361249 | 0.36% | 38793 | $122651 | नीचे ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $1166989 | 0.31% | 12125 | $-10925 | नीचे ×2 | ||
| MA Mastercard Incorporated Common Stock | $1161844 | 0.31% | 2262 | $25039 | नीचे ×5 | ||
| FITB Fifth Third Bancorp - Common Stock | $1152907 | 0.31% | 20452 | $236150 | ऊपर ×6 | ||
| DHR Danaher Corporation Common Stock | $1150471 | 0.31% | 6040 | $1165 | नीचे ×1 | ||
| BAB | $1123548 | 0.30% | 41861 | $-6333 | नीचे ×1 | ||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $1032114 | 0.28% | 16124 | $-116250 | नीचे ×3 | ||
| PSA Public Storage Common Stock | $994719 | 0.27% | 3125 | $142801 | नीचे ×3 | ||
| CVS CVS Health Corporation Common Stock | $970000 | 0.26% | 9377 | $307855 | ऊपर ×1 | ||
| C Citigroup, Inc. Common Stock | $918501 | 0.24% | 6563 | $190795 | ऊपर ×1 | ||
| WFC Wells Fargo & Company Common Stock | $895570 | 0.24% | 10837 | $32836 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $859173 | 0.23% | 6280 | $49223 | ऊपर ×1 | ||
| GM General Motors Company Common Stock | $818667 | 0.22% | 10621 | $16376 | नीचे ×2 | ||
| ABT Abbott Laboratories Common Stock | $796727 | 0.21% | 8780 | $-104750 | |||
| AVAV AeroVironment, Inc. - Common Stock | $778470 | 0.21% | 4716 | $-76740 | ऊपर ×3 | ||
| GLPI Gaming and Leisure Properties, Inc. - Common Stock | $760980 | 0.20% | 17089 | $-22403 | नीचे ×4 | ||
| FDX FedEx Corporation Common Stock | $754697 | 0.20% | 2410 | $-98059 | ऊपर ×1 | ||
| NHI National Health Investors, Inc. Common Stock | $712268 | 0.19% | 9340 | $-42964 | |||
| INTU Intuit Inc. - Common Stock | $672418 | 0.18% | 2576 | $-444957 | नीचे ×2 | ||
| EA Electronic Arts Inc. - Common Stock | $671301 | 0.18% | 3274 | $-18595 | नीचे ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $666708 | 0.18% | 11527 | $2306 | |||
| FDT First Trust Developed Markets Ex-US AlphaDEX Fund | $653938 | 0.17% | 6907 | $47603 | नीचे ×1 | ||
| SPDW | $645555 | 0.17% | 12811 | $60725 | |||
| O Realty Income Corporation Common Stock | $613127 | 0.16% | 9896 | $2518 | नीचे ×1 | ||
| कोई मिलान नहीं | |||||||
कन्विकशन होल्डिंग्स
3+ लगातार तिमाहियों के लिए स्थितियाँ बढ़ाई गईं।
शेयर गणना 13F फाइलिंग में रिपोर्ट की गई है (स्प्लिट-एडजस्टेड नहीं)
| सुरक्षा | मूल्य | % पोर्टफोलियो का | लगातार |
|---|---|---|---|
| V | $5838495 | 1.56% | 4 गुना ऊपर |
| SO | $3516604 | 0.94% | 4 गुना ऊपर |
| UNH | $3507513 | 0.94% | 6 गुना ऊपर |
| WM | $3357295 | 0.90% | 6 गुना ऊपर |
| TDG | $3250075 | 0.87% | 6 गुना ऊपर |
| BRKB | $2824201 | 0.75% | 4 गुना ऊपर |
| DRI | $1675549 | 0.45% | 6 गुना ऊपर |
| MCD | $1485328 | 0.40% | 4 गुना ऊपर |
| CVX | $1480138 | 0.39% | 6 गुना ऊपर |
| FSLR | $1373051 | 0.37% | 4 गुना ऊपर |
| FITB | $1152907 | 0.31% | 6 गुना ऊपर |
| AVAV | $778470 | 0.21% | 3 गुना ऊपर |
| KR | $355506 | 0.09% | 5 गुना ऊपर |
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| CAG | 31 दिसमबर 2025 | 18872 | $345551 | -7.2% |
| DG | 31 मार्च 2025 | 4644 | $332620 | 38.5% |
| BLDR | 31 मार्च 2026 | 2597 | $267205 | -14.2% |
| LW | 31 दिसमबर 2025 | 4397 | $255396 | 27.4% |
| RHI | 31 दिसमबर 2025 | 6814 | $231527 | 62.3% |
| XLB | 30 जून 2026 | 4443 | $221992 | अब ट्रैक नहीं किया जा रहा है |
| HON | 30 जून 2026 | 963 | $217667 | -1.9% |
| FTSL | 30 जून 2026 | 4688 | $210022 | |
| CMCSA | 31 मार्च 2025 | 5619 | $208858 | -28.3% |
| ED | 30 जून 2025 | 1875 | $207356 | 7.6% |
| LUV | 31 मार्च 2025 | 6300 | $207144 | 20.2% |
| RBLX | 31 मार्च 2025 | 3308 | $205261 | -33.3% |
| MDT | 30 जून 2026 | 2363 | $204718 | 17.7% |