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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 Q4 2025 · Filed February 4, 2026 · Accession 0001706016-26-000003

Total Value
$334.0M
Positions
121
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (121)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL39,092$10.6M3.18%
2ALPHABET INCGOOG30,132$9.4M2.82%
3MICROSOFT CORPMSFT19,031$9.2M2.76%
4CATERPILLAR INCCAT15,676$9.0M2.69%
5JPMORGAN CHASE & CO.VYLD25,516$8.2M2.46%
6ELI LILLY & COLLY7,202$7.7M2.32%
7TAIWAN SEMICONDUCTOR MFG LTD87403910025,422$7.7M2.31%
8DIMENSIONAL ETF TRUST25434V807148,511$7.4M2.22%
9APPLIED MATLS INC03822210526,419$6.8M2.03%
10JOHNSON & JOHNSONJNJ31,898$6.6M1.98%
11WALMART INCWMT59,029$6.6M1.97%
12VULCAN MATLS CO92916010921,769$6.2M1.86%
13AMAZON COM INCAMZN26,234$6.1M1.81%
14GE VERNOVA INCGEV9,145$6.0M1.79%
15VISA INCV16,837$5.9M1.77%
16DUKE ENERGY CORP NEWDUKB50,109$5.9M1.76%
17COCA COLA COKO81,380$5.7M1.70%
18LOWES COS INC54866110723,001$5.5M1.66%
19FIRST TR EXCH TRADED FD III33739E108297,638$5.4M1.62%
20ISHARES TR46428752317,989$5.4M1.62%
21HOME DEPOT INCHD15,327$5.3M1.58%
22INVESCO QQQ TRIVZ8,428$5.2M1.55%
23GALLAGHER ARTHUR J & CO36357610919,935$5.2M1.54%
24SPDR S&P 500 ETF TRSPY7,347$5.0M1.50%
25VANGUARD INDEX FDS92290862917,262$5.0M1.50%
26COSTCO WHSL CORP NEW22160K1055,644$4.9M1.46%
27ORACLE CORPORCL-PD24,497$4.8M1.43%
28VANECK ETF TRUST92189F437156,828$4.6M1.38%
29VANGUARD BD INDEX FDS92193781956,269$4.4M1.31%
30ISHARES TR46434V62162,787$4.4M1.30%
31AMGEN INCAMGN12,942$4.2M1.27%
32LOCKHEED MARTIN CORPLMT8,697$4.2M1.26%
33GE AEROSPACE36960430113,572$4.2M1.25%
34PROCTER AND GAMBLE CO74271810928,242$4.0M1.21%
35MERCK & CO INCMRK35,344$3.7M1.11%
36DEERE & CODE7,894$3.7M1.10%
37NORTHROP GRUMMAN CORPNOC6,114$3.5M1.04%
38BANK AMERICA CORP06050510460,530$3.3M1.00%
39WASTE MGMT INC DEL94106L10914,889$3.3M0.98%
40NVIDIA CORPORATIONNVDA17,409$3.2M0.97%
41TRANSDIGM GROUP INCTDG2,394$3.2M0.95%
42SOUTHERN COSOMN35,728$3.1M0.93%
43ISHARES TR46428830738,701$3.1M0.92%
44GENERAL DYNAMICS CORPGD8,935$3.0M0.90%
45BOEING COBA-PA13,627$3.0M0.89%
46BERKSHIRE HATHAWAY INC DELBRK-A5,559$2.8M0.84%
47UNITEDHEALTH GROUP INCUNH8,404$2.8M0.83%
48VANGUARD INDEX FDS92290855330,739$2.7M0.81%
49STARBUCKS CORPSBUX31,324$2.6M0.79%
50ELEVANCE HEALTH INC FORMERLYELV7,439$2.6M0.78%
51CISCO SYS INCCSCO32,893$2.5M0.76%
52PROLOGIS INC.PLDGP19,448$2.5M0.74%
53CSX CORPCSX67,565$2.4M0.73%
54ISHARES TR46428876011,340$2.4M0.73%
55ABBVIE INCABBV10,483$2.4M0.72%
56SELECT SECTOR SPDR TR81369Y10050,578$2.3M0.69%
57PEPSICO INCPEP15,590$2.2M0.67%
58TORONTO DOMINION BK ONTTORO23,303$2.2M0.66%
59VANGUARD INDEX FDS92290861110,223$2.2M0.65%
60CHUBB LIMITEDCB6,678$2.1M0.62%
61UNION PAC CORPUNP8,716$2.0M0.60%
62RIO TINTO PLCRTNTF24,908$2.0M0.60%
63CAPITAL ONE FINL CORP14040H1057,975$1.9M0.58%
64VANGUARD BD INDEX FDS92193782724,456$1.9M0.58%
65THE CIGNA GROUP1255231006,618$1.8M0.55%
66ISHARES TR46434V69624,607$1.8M0.54%
67NORFOLK SOUTHN CORP6558441086,064$1.8M0.52%
68INTUITINTU2,588$1.7M0.51%
69MCDONALDS CORPMCD5,372$1.6M0.49%
70THERMO FISHER SCIENTIFIC INCTMO2,747$1.6M0.48%
71EATON CORP PLCETN4,740$1.5M0.45%
72BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.45%
73DARDEN RESTAURANTS INCDRI8,002$1.5M0.44%
74DISNEY WALT CO25468710612,534$1.4M0.43%
75FIRST SOLAR INCFSLR5,403$1.4M0.42%
76DANAHER CORPORATION2358511025,959$1.4M0.41%
77GE HEALTHCARE TECHNOLOGIES IGEHC16,194$1.3M0.40%
78MASTERCARD INCORPORATEDMA2,293$1.3M0.39%
79UNITED CMNTY BKS BLAIRSVLE GUNTCW40,543$1.3M0.38%
80CHEVRON CORP NEWCVX8,076$1.2M0.37%
81INVESCO EXCH TRADED FD TR IIIVZ41,528$1.1M0.34%
82ABBOTT LABSABLZF8,690$1.1M0.33%
83WELLS FARGO CO NEW94974610110,837$1.0M0.30%
84FIFTH THIRD BANCORPFITBM19,592$917,0940.27%
85TRACTOR SUPPLY COTSCO18,042$902,2760.27%
86GENERAL MTRS CO37045V10011,035$897,3660.27%
87PUBLIC STORAGE OPER COPSA-PS3,256$844,9320.25%
88GAMING & LEISURE PPTYS INC36467J10817,986$803,8150.24%
89CITIGROUP INCC-PR6,737$786,0940.24%
90NOVO-NORDISK A SNONOF15,214$774,1050.23%
91CVS HEALTH CORPCVS9,330$740,3900.22%
92AMERICAN ELEC PWR CO INC0255371016,398$737,7590.22%
93FEDEX CORPFDX2,498$721,6220.22%
94NATIONAL HEALTH INVS INC63633D1049,340$713,2960.21%
95ELECTRONIC ARTS INCEA3,384$691,4530.21%
96SCHWAB CHARLES CORPSCHW-PJ6,300$629,4330.19%
97MONDELEZ INTL INC60920710511,527$620,4850.19%
98SPDR INDEX SHS FDS78463X88913,137$583,4220.17%
99AEROVIRONMENT INCAVAV2,326$562,6360.17%
100REALTY INCOME CORPO9,981$562,6020.17%
101ROBLOX CORPRBLX6,339$513,6490.15%
102FIRST TR EXCH TRD ALPHDX FD33737J1746,321$502,1810.15%
103AMERICAN WTR WKS CO INC NEW0304201033,802$496,1610.15%
104ROLLINS INCROL7,200$432,1440.13%
105FIRST TR EXCHANGE-TRADED FD33739Q2008,513$425,5650.13%
106UNITED PARCEL SERVICE INCUPS3,504$347,5570.10%
107ISHARES TR4642874732,382$335,9810.10%
108WP CAREY INC92936U1095,063$325,8280.10%
109STEEL DYNAMICS INCSTLD1,780$301,6210.09%
110KROGER COKR4,726$295,2830.09%
111TRUIST FINL CORP89832Q1095,870$288,8630.09%
112AFLAC INCAFL2,607$287,4740.09%
113SPDR SERIES TRUST78464A7631,995$277,6240.08%
114BUILDERS FIRSTSOURCE INCBLDR2,597$267,2050.08%
115AMERICAN TOWER CORP NEW03027X1001,412$247,9050.07%
116LEMAITRE VASCULAR INCLMAT3,000$243,3000.07%
117PAYCHEX INCPAYX2,160$242,3090.07%
118AMERICAN CENTY ETF TR0250728772,368$241,4980.07%
119MEDTRONIC PLCMDT2,393$229,8320.07%
120FIRST TR EXCHANGE-TRADED FD33738D3094,887$224,2160.07%
121HONEYWELL INTL INC4385161061,039$202,6990.06%