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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 Q3 2025 · Filed November 13, 2025 · Accession 0001706016-25-000015

Total Value
$327.1M
Positions
122
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (122)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL39,820$10.1M3.10%
2MICROSOFT CORPMSFT19,499$10.1M3.09%
3JPMORGAN CHASE & CO.VYLD25,668$8.1M2.48%
4CATERPILLAR INCCAT16,152$7.7M2.36%
5ALPHABET INCGOOG31,215$7.6M2.32%
6TAIWAN SEMICONDUCTOR MFG LTD87403910026,581$7.4M2.27%
7ORACLE CORPORCL-PD25,389$7.1M2.18%
8DIMENSIONAL ETF TRUST25434V807149,957$6.9M2.11%
9VULCAN MATLS CO92916010922,303$6.9M2.10%
10DUKE ENERGY CORP NEWDUKB50,169$6.2M1.90%
11WALMART INCWMT60,235$6.2M1.90%
12HOME DEPOT INCHD15,286$6.2M1.89%
13GALLAGHER ARTHUR J & CO36357610919,901$6.2M1.88%
14JOHNSON & JOHNSONJNJ32,175$6.0M1.82%
15LOWES COS INC54866110722,950$5.8M1.76%
16AMAZON COM INCAMZN26,210$5.8M1.76%
17VISA INCV16,802$5.7M1.75%
18GE VERNOVA INCGEV9,165$5.6M1.72%
19ELI LILLY & COLLY7,261$5.5M1.69%
20APPLIED MATLS INC03822210526,774$5.5M1.68%
21FIRST TR EXCH TRADED FD III33739E108296,989$5.4M1.66%
22COCA COLA COKO81,470$5.4M1.65%
23COSTCO WHSL CORP NEW22160K1055,652$5.2M1.60%
24INVESCO QQQ TRIVZ8,418$5.1M1.55%
25VANGUARD INDEX FDS92290862917,101$5.0M1.54%
26ISHARES TR46428752318,025$4.9M1.49%
27SPDR S&P 500 ETF TRSPY7,311$4.9M1.49%
28VANECK ETF TRUST92189F437155,642$4.6M1.41%
29VANGUARD BD INDEX FDS92193781956,038$4.4M1.34%
30LOCKHEED MARTIN CORPLMT8,665$4.3M1.32%
31PROCTER AND GAMBLE CO74271810928,097$4.3M1.32%
32ISHARES TR46434V62161,984$4.2M1.29%
33GE AEROSPACE36960430113,760$4.1M1.27%
34NORTHROP GRUMMAN CORPNOC6,120$3.7M1.14%
35AMGEN INCAMGN12,971$3.7M1.12%
36DEERE & CODE7,874$3.6M1.10%
37SOUTHERN COSOMN35,662$3.4M1.03%
38WASTE MGMT INC DEL94106L10914,811$3.3M1.00%
39NVIDIA CORPORATIONNVDA17,425$3.3M0.99%
40TRANSDIGM GROUP INCTDG2,386$3.1M0.96%
41BANK AMERICA CORP06050510460,349$3.1M0.95%
42ISHARES TR46428830737,611$3.1M0.95%
43GENERAL DYNAMICS CORPGD9,048$3.1M0.94%
44MERCK & CO INCMRK35,329$3.0M0.91%
45BOEING COBA-PA13,544$2.9M0.89%
46UNITEDHEALTH GROUP INCUNH8,327$2.9M0.88%
47VANGUARD INDEX FDS92290855330,211$2.8M0.84%
48STARBUCKS CORPSBUX31,238$2.6M0.81%
49ABBVIE INCABBV10,508$2.4M0.74%
50BERKSHIRE HATHAWAY INC DELBRK-A4,797$2.4M0.74%
51CSX CORPCSX67,684$2.4M0.73%
52ELEVANCE HEALTH INC FORMERLYELV7,384$2.4M0.73%
53ISHARES TR46428876011,344$2.4M0.73%
54CISCO SYS INCCSCO32,910$2.3M0.69%
55SELECT SECTOR SPDR TR81369Y10024,812$2.2M0.68%
56PEPSICO INCPEP15,766$2.2M0.68%
57PROLOGIS INC.PLDGP19,315$2.2M0.68%
58VANGUARD INDEX FDS92290861110,025$2.1M0.64%
59UNION PAC CORPUNP8,718$2.1M0.63%
60VANGUARD BD INDEX FDS92193782724,599$1.9M0.59%
61THE CIGNA GROUP1255231006,591$1.9M0.58%
62CHUBB LIMITEDCB6,683$1.9M0.58%
63TORONTO DOMINION BK ONTTORO23,538$1.9M0.58%
64NORFOLK SOUTHN CORP6558441086,069$1.8M0.56%
65ISHARES TR46434V69624,089$1.8M0.54%
66INTUITINTU2,572$1.8M0.54%
67CAPITAL ONE FINL CORP14040H1058,010$1.7M0.52%
68RIO TINTO PLCRTNTF25,015$1.7M0.50%
69EATON CORP PLCETN4,389$1.6M0.50%
70MCDONALDS CORPMCD5,337$1.6M0.50%
71BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.46%
72DARDEN RESTAURANTS INCDRI7,908$1.5M0.46%
73DISNEY WALT CO25468710612,485$1.4M0.44%
74THERMO FISHER SCIENTIFIC INCTMO2,731$1.3M0.40%
75MASTERCARD INCORPORATEDMA2,303$1.3M0.40%
76UNITED CMNTY BKS BLAIRSVLE GUNTCW40,518$1.3M0.39%
77CHEVRON CORP NEWCVX8,053$1.3M0.38%
78GE HEALTHCARE TECHNOLOGIES IGEHC16,197$1.2M0.37%
79FIRST SOLAR INCFSLR5,384$1.2M0.36%
80DANAHER CORPORATION2358511025,959$1.2M0.36%
81INVESCO EXCH TRADED FD TR IIIVZ43,008$1.2M0.36%
82ABBOTT LABSABLZF8,690$1.2M0.36%
83WELLS FARGO CO NEW94974610112,837$1.1M0.33%
84TRACTOR SUPPLY COTSCO17,794$1.0M0.31%
85PUBLIC STORAGE OPER COPSA-PS3,263$942,5180.29%
86NOVO-NORDISK A SNONOF16,169$897,2360.27%
87ROBLOX CORPRBLX6,299$872,5370.27%
88GAMING & LEISURE PPTYS INC36467J10818,588$866,4010.26%
89FIFTH THIRD BANCORPFITBM19,341$861,6570.26%
90NATIONAL HEALTH INVS INC63633D1049,340$742,5300.23%
91MONDELEZ INTL INC60920710511,527$720,0770.22%
92AEROVIRONMENT INCAVAV2,275$716,3750.22%
93AMERICAN ELEC PWR CO INC0255371016,337$712,9180.22%
94CVS HEALTH CORPCVS9,335$703,7290.22%
95CITIGROUP INCC-PR6,782$688,3320.21%
96ELECTRONIC ARTS INCEA3,379$681,5440.21%
97GENERAL MTRS CO37045V10011,035$672,8040.21%
98REALTY INCOME CORPO9,981$606,7160.19%
99SCHWAB CHARLES CORPSCHW-PJ6,300$601,4610.18%
100FEDEX CORPFDX2,480$584,8490.18%
101SPDR INDEX SHS FDS78463X88913,147$562,5670.17%
102AMERICAN WTR WKS CO INC NEW0304201033,772$525,0250.16%
103FIRST TR EXCHANGE-TRADED FD33739Q2008,513$423,8620.13%
104ROLLINS INCROL7,200$422,9280.13%
105CONAGRA BRANDS INCCAG18,872$345,5510.11%
106WP CAREY INC92936U1095,032$339,9960.10%
107ISHARES TR4642874732,382$332,6940.10%
108BUILDERS FIRSTSOURCE INCBLDR2,572$311,8550.10%
109AMERICAN TOWER CORP NEW03027X1001,555$299,0580.09%
110KROGER COKR4,380$295,2590.09%
111UNITED PARCEL SERVICE INCUPS3,504$292,6850.09%
112AFLAC INCAFL2,607$291,2020.09%
113SPDR SERIES TRUST78464A7631,995$279,4000.09%
114PAYCHEX INCPAYX2,160$273,8020.08%
115TRUIST FINL CORP89832Q1095,870$268,3760.08%
116LEMAITRE VASCULAR INCLMAT3,000$262,5300.08%
117LAMB WESTON HLDGS INCLW4,397$255,3960.08%
118STEEL DYNAMICS INCSTLD1,782$248,4640.08%
119AMERICAN CENTY ETF TR0250728772,373$236,1920.07%
120ROBERT HALF INC.RHI6,814$231,5270.07%
121MEDTRONIC PLCMDT2,393$227,8700.07%
122FIRST TR EXCHANGE-TRADED FD33738D3094,887$224,0200.07%