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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Family Legacy, Inc.

Quarter ended Q2 2024 · Filed July 24, 2024 · Accession 0001398344-24-012983

Total Value
$279.3M
Positions
120
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (120)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT20,403$9.1M3.27%
2APPLE INCAAPL41,624$8.8M3.14%
3ELI LILLY & COLLY7,781$7.0M2.52%
4JPMORGAN CHASE & CO.VYLD32,209$6.5M2.33%
5APPLIED MATLS INC03822210526,399$6.2M2.23%
6GALLAGHER ARTHUR J & CO36357610922,674$5.9M2.11%
7ALPHABET INCGOOG32,094$5.8M2.09%
8VULCAN MATLS CO92916010922,818$5.7M2.03%
9CATERPILLAR INCCAT16,999$5.7M2.03%
10COSTCO WHSL CORP NEW22160K1056,185$5.3M1.88%
11AMAZON COM INCAMZN27,008$5.2M1.87%
12COCA COLA COKO81,078$5.2M1.85%
13TAIWAN SEMICONDUCTOR MFG LTD87403910029,382$5.1M1.83%
14HOME DEPOT INCHD14,682$5.1M1.81%
15LOWES COS INC54866110722,825$5.0M1.80%
16DUKE ENERGY CORP NEWDUKB49,397$5.0M1.77%
17FIRST TR EXCH TRADED FD III33739E108279,566$4.9M1.74%
18INVESCO QQQ TRIVZ9,732$4.7M1.67%
19JOHNSON & JOHNSONJNJ31,450$4.6M1.65%
20WALMART INCWMT67,855$4.6M1.65%
21VANGUARD INDEX FDS92290862918,951$4.6M1.64%
22VISA INCV16,951$4.4M1.59%
23ORACLE CORPORCL-PD31,509$4.4M1.59%
24PROCTER AND GAMBLE CO74271810926,715$4.4M1.58%
25SPDR S&P 500 ETF TRSPY8,077$4.4M1.57%
26MERCK & CO INCMRK34,231$4.2M1.52%
27ISHARES TR46434V62172,176$4.2M1.49%
28SPDR INDEX SHS FDS78463X889115,339$4.0M1.45%
29AMGEN INCAMGN12,745$4.0M1.43%
30UNITEDHEALTH GROUP INCUNH7,750$3.9M1.41%
31VANECK ETF TRUST92189F437139,236$3.9M1.41%
32VANGUARD BD INDEX FDS92193781952,562$3.9M1.41%
33LOCKHEED MARTIN CORPLMT8,267$3.9M1.38%
34ELEVANCE HEALTH INCELV6,472$3.5M1.26%
35VANGUARD INDEX FDS92290855337,182$3.1M1.12%
36WASTE MGMT INC DEL94106L10913,915$3.0M1.06%
37DEERE & CODE7,880$2.9M1.05%
38ISHARES TR46428830743,305$2.9M1.05%
39ISHARES TR46428752311,741$2.9M1.04%
40SOUTHERN COSOMN36,593$2.8M1.02%
41TRANSDIGM GROUP INCTDG2,089$2.7M0.96%
42GENERAL DYNAMICS CORPGD9,028$2.6M0.94%
43NORTHROP GRUMMAN CORPNOC5,828$2.5M0.91%
44PEPSICO INCPEP15,080$2.5M0.89%
45NOVO-NORDISK A SNONOF16,881$2.4M0.86%
46STARBUCKS CORPSBUX30,261$2.4M0.84%
47BANK AMERICA CORP06050510457,278$2.3M0.82%
48CSX CORPCSX67,634$2.3M0.81%
49BOEING COBA-PA12,168$2.2M0.79%
50SELECT SECTOR SPDR TR81369Y10024,511$2.2M0.78%
51VANGUARD BD INDEX FDS92193782727,661$2.1M0.76%
52THE CIGNA GROUP1255231006,279$2.1M0.74%
53GE AEROSPACE36960430113,056$2.1M0.74%
54DIMENSIONAL ETF TRUST25434V80755,434$2.0M0.71%
55UNION PAC CORPUNP8,646$2.0M0.70%
56BERKSHIRE HATHAWAY INC DELBRK-A4,710$1.9M0.69%
57VANGUARD INDEX FDS92290861110,472$1.9M0.68%
58PROLOGIS INC.PLDGP17,007$1.9M0.68%
59ABBVIE INCABBV10,675$1.8M0.66%
60CHUBB LIMITEDCB6,943$1.8M0.63%
61RIO TINTO PLCRTNTF26,010$1.7M0.61%
62ISHARES TR46428876012,432$1.6M0.59%
63CISCO SYS INCCSCO32,837$1.6M0.56%
64INTUITINTU2,279$1.5M0.54%
65ISHARES TR46434V69624,387$1.5M0.53%
66TORONTO DOMINION BK ONTTORO26,146$1.4M0.51%
67DANAHER CORPORATION2358511025,610$1.4M0.50%
68THERMO FISHER SCIENTIFIC INCTMO2,410$1.3M0.48%
69DISNEY WALT CO25468710613,321$1.3M0.47%
70NORFOLK SOUTHN CORP6558441086,075$1.3M0.47%
71MCDONALDS CORPMCD4,968$1.3M0.45%
72BERKSHIRE HATHAWAY INC DELBRK-A2$1.2M0.44%
73CHEVRON CORP NEWCVX7,428$1.2M0.42%
74FIRST SOLAR INCFSLR5,030$1.1M0.41%
75CAPITAL ONE FINL CORP14040H1057,920$1.1M0.39%
76GE HEALTHCARE TECHNOLOGIES IGEHC13,453$1.0M0.38%
77MASTERCARD INCORPORATEDMA2,287$1.0M0.36%
78LAMB WESTON HLDGS INCLW11,701$983,8460.35%
79INVESCO EXCH TRADED FD TR IIIVZ37,213$981,6750.35%
80UNITED CMNTY BKS BLAIRSVLE GUNTCW36,945$940,6220.34%
81ABBOTT LABSABLZF8,630$896,7780.32%
82PUBLIC STORAGE OPER COPSA-PS2,963$852,3070.31%
83NVIDIA CORPORATIONNVDA6,741$832,7830.30%
84WELLS FARGO CO NEW94974610112,800$760,1920.27%
85MONDELEZ INTL INC60920710511,588$758,3030.27%
86GE VERNOVA INCGEV4,378$750,8710.27%
87CVS HEALTH CORPCVS12,583$743,1230.27%
88DARDEN RESTAURANTS INCDRI4,898$741,1250.27%
89CONAGRA BRANDS INCCAG25,872$735,2900.26%
90MEDICAL PPTYS TRUST INC58463J304162,281$699,4300.25%
91NATIONAL HEALTH INVS INC63633D1049,467$641,2000.23%
92DOLLAR GEN CORP NEW2566771054,774$631,2980.23%
93GENERAL MTRS CO37045V10012,660$588,1840.21%
94REALTY INCOME CORPO9,606$507,3640.18%
95AMERICAN ELEC PWR CO INC0255371015,683$498,6310.18%
96AMERICAN WTR WKS CO INC NEW0304201033,761$485,7710.17%
97UNITED PARCEL SERVICE INCUPS3,529$482,9370.17%
98TRACTOR SUPPLY COTSCO1,769$477,7180.17%
99ELECTRONIC ARTS INCEA3,392$472,6070.17%
100FEDEX CORPFDX1,573$471,7000.17%
101SCHWAB CHARLES CORPSCHW-PJ6,310$464,9840.17%
102ROBERT HALF INC.RHI7,249$463,7670.17%
103RENTOKIL INITIAL PLCRKLIF14,748$437,2780.16%
104FIRST TR EXCHANGE-TRADED FD33739Q2008,544$410,5390.15%
105CITIGROUP INCC-PR6,330$401,6760.14%
106FIFTH THIRD BANCORPFITBM10,764$392,7880.14%
107WP CAREY INC92936U1096,949$382,5630.14%
108NOVARTIS AGNVSEF3,250$345,9950.12%
109SPDR SER TR78464A7632,393$304,3420.11%
110ISHARES TR4642874732,451$295,9340.11%
111MEDTRONIC PLCMDT3,568$280,8040.10%
112AMERICAN TOWER CORP NEW03027X1001,357$263,7740.09%
113TRUIST FINL CORP89832Q1096,433$249,9330.09%
114PAYCHEX INCPAYX2,100$248,9760.09%
115LEMAITRE VASCULAR INCLMAT3,000$246,8400.09%
116GSK PLCGLAXF6,400$246,4000.09%
117FIRST TR EXCHANGE-TRADED FD33738D3094,920$224,8930.08%
118AFLAC INCAFL2,500$223,2750.08%
119COMCAST CORP NEWCCZ5,553$217,4550.08%
120ISHARES TR4642871192,606$212,1540.08%