Family-Legacy

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  "NHI",
  "CAT",
  "LOW",
  "COF",
  "DUK",
  "FITB",
  "GD",
  "HD",
  null,
  "MCD",
  "INTU",
  "UNP",
  "GLPI",
  "AMAT",
  null,
  "IWS",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "GE",
  "RHI",
  null,
  "KR",
  "ORCL",
  "NOC",
  null,
  "PAYX",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GEHC",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "O",
  "RIO",
  "SPDW",
  "AMT",
  "STLD",
  "SBUX",
  "CI",
  "TD",
  "TMO",
  "TDG",
  "TFC",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "SCHW",
  "TSCO",
  "XLB",
  "TSM",
  "EA",
  "GM",
  "AFL",
  "SDY",
  "DRI",
  "AJG",
  "WM",
  "FSLR",
  "AEP",
  null,
  null,
  "NVO",
  "AMZN",
  null,
  "LMAT",
  "UCB",
  "VBR",
  "BSV",
  "V",
  "WMT",
  "WFC",
  "WPC",
  "LW",
  "NSC",
  "SO",
  "ROL",
  null,
  "GEV",
  "DGRO",
  "PSA",
  null,
  "FDX",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BLDR",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CAG",
  "ED",
  "COST",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "VMC",
  "QQQ",
  "DIS",
  "ELV",
  "ETN",
  "JNJ",
  "LLY",
  "PLD",
  "AWK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 120
Total Value: 291433883
Accession Number: 0001706016-25-000005
Form Type: 13F-HR
CIK: family-legacy
Manager Name: Family-Legacy

Data Enrichment

92% identified

110 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

120 positions • $291.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

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Apple Inc.

AAPL|037833100

Shares:40.2K

Value:$8.9M

% of Portfolio:3.1% ($8.9M/$291.4M)

MICROSOFT CORP

MSFT|594918104

Shares:20.4K

Value:$7.7M

% of Portfolio:2.6% ($7.7M/$291.4M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:20.9K

Value:$7.2M

% of Portfolio:2.5% ($7.2M/$291.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:29.1K

Value:$7.1M

% of Portfolio:2.5% ($7.1M/$291.4M)

Duke Energy CORP

DUK|26441C204

Shares:49.6K

Value:$6.1M

% of Portfolio:2.1% ($6.1M/$291.4M)

VISA INC.

V|92826C839

Shares:17.1K

Value:$6.0M

% of Portfolio:2.1% ($6.0M/$291.4M)

ELI LILLY & Co

LLY|532457108

Shares:7.2K

Value:$6.0M

% of Portfolio:2.1% ($6.0M/$291.4M)

25434V807

Shares:150.6K

Value:$5.9M

% of Portfolio:2.0% ($5.9M/$291.4M)

COCA COLA CO

KO|191216100

Shares:81.6K

Value:$5.8M

% of Portfolio:2.0% ($5.8M/$291.4M)

Walmart Inc.

WMT|931142103

Shares:64.2K

Value:$5.6M

% of Portfolio:1.9% ($5.6M/$291.4M)

HOME DEPOT, INC.

HD|437076102

Shares:15.2K

Value:$5.6M

% of Portfolio:1.9% ($5.6M/$291.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.8K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$291.4M)

CATERPILLAR INC

CAT|149123101

Shares:16.7K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$291.4M)

Vulcan Materials CO

VMC|929160109

Shares:23.3K

Value:$5.4M

% of Portfolio:1.9% ($5.4M/$291.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:23.2K

Value:$5.4M

% of Portfolio:1.9% ($5.4M/$291.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:32.3K

Value:$5.4M

% of Portfolio:1.8% ($5.4M/$291.4M)

33739E108

Shares:293.9K

Value:$5.2M

% of Portfolio:1.8% ($5.2M/$291.4M)

AMAZON COM INC

AMZN|023135106

Shares:26.8K

Value:$5.1M

% of Portfolio:1.8% ($5.1M/$291.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:31.9K

Value:$4.9M

% of Portfolio:1.7% ($4.9M/$291.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:29.2K

Value:$4.8M

% of Portfolio:1.7% ($4.8M/$291.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	40.2K	QoQ -2.31% (-953) YoY -3.93% (-1.6K)	All Managers (Combined)	$8.9M	3.1% ($8.9M/$291.4M)	QoQ -10.59% (-$1.1M) YoY +24.43% (-$1.8M)
MICROSOFT CORP(MSFTcusip594918104)	20.4K	QoQ -0.86% (-179) YoY -2.09% (-438)	All Managers (Combined)	$7.7M	2.6% ($7.7M/$291.4M)	QoQ -12.34% (-$1.1M) YoY -12.64% (-$1.1M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	20.9K	QoQ -7.66% (-1.7K) YoY -9.13% (-2.1K)	All Managers (Combined)	$7.2M	2.5% ($7.2M/$291.4M)	QoQ +11.65% (-$753.5K) YoY +25.45% (-$1.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	29.1K	QoQ -7.30% (-2.3K) YoY -12.48% (-4.2K)	All Managers (Combined)	$7.1M	2.5% ($7.1M/$291.4M)	QoQ -6.48% (-$495.3K) YoY +7.17% (-$478.3K)
Duke Energy CORP(DUKcusip26441C204)	49.6K	QoQ -0.28% (-141) YoY -0.01% (-5)	All Managers (Combined)	$6.1M	2.1% ($6.1M/$291.4M)	QoQ +12.37% (-$666.7K) YoY +26.10% (-$1.3M)
VISA INC.(Vcusip92826C839)	17.1K	QoQ -1.37% (-238) YoY +0.54% (+92)	All Managers (Combined)	$6.0M	2.1% ($6.0M/$291.4M)	QoQ +10.57% (-$573.4K) YoY +26.25% (+$1.2M)
ELI LILLY & Co(LLYcusip532457108)	7.2K	QoQ -8.46% (-670) YoY -14.35% (-1.2K)	All Managers (Combined)	$6.0M	2.1% ($6.0M/$291.4M)	QoQ -3.96% (-$247.1K) YoY -9.06% (-$596.8K)
(cusip25434V807)✕	150.6K	QoQ +139.04% (+87.6K) YoY +176.12% (+96.0K)	All Managers (Combined)	$5.9M	2.0% ($5.9M/$291.4M)	QoQ +162.74% (+$3.7M) YoY +195.73% (+$3.9M)
COCA COLA CO(KOcusip191216100)	81.6K	QoQ -0.12% (-106) YoY +0.62% (+503)	All Managers (Combined)	$5.8M	2.0% ($5.8M/$291.4M)	QoQ +15.90% (-$801.7K) YoY +17.79% (+$882.2K)
Walmart Inc.(WMTcusip931142103)	64.2K	QoQ -4.42% (-3.0K) YoY -7.25% (-5.0K)	All Managers (Combined)	$5.6M	1.9% ($5.6M/$291.4M)	QoQ -8.60% (-$530.3K) YoY +35.31% (-$1.5M)
HOME DEPOT, INC.(HDcusip437076102)	15.2K	QoQ +1.05% (-159) YoY +3.25% (-479)	All Managers (Combined)	$5.6M	1.9% ($5.6M/$291.4M)	QoQ -4.34% (-$253.0K) YoY -1.34% (-$76.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.8K	QoQ -4.01% (-244) YoY -7.55% (-477)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$291.4M)	QoQ -2.10% (-$118.8K) YoY +19.34% (-$895.1K)
CATERPILLAR INC(CATcusip149123101)	16.7K	QoQ +0.02% (-4) YoY -6.98% (-1.3K)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$291.4M)	QoQ -8.63% (-$519.8K) YoY -16.27% (-$1.1M)
Vulcan Materials CO(VMCcusip929160109)	23.3K	QoQ +0.14% (-34) YoY -2.10% (-500)	All Managers (Combined)	$5.4M	1.9% ($5.4M/$291.4M)	QoQ -8.47% (-$503.1K) YoY -16.31% (-$1.1M)
LOWES COMPANIES INC(LOWcusip548661107)	23.2K	QoQ +0.35% (-83) YoY +0.92% (-213)	All Managers (Combined)	$5.4M	1.9% ($5.4M/$291.4M)	QoQ -5.19% (-$296.5K) YoY -7.59% (-$444.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	32.3K	QoQ -0.04% (-15) YoY +2.73% (+859)	All Managers (Combined)	$5.4M	1.8% ($5.4M/$291.4M)	QoQ +16.51% (-$758.4K) YoY +7.70% (+$382.8K)
(cusip33739E108)✕	293.9K	QoQ +0.60% (+1.8K) YoY +4.86% (+13.6K)	All Managers (Combined)	$5.2M	1.8% ($5.2M/$291.4M)	QoQ +0.09% (+$4.8K) YoY +6.49% (+$315.5K)
AMAZON COM INC(AMZNcusip023135106)	26.8K	QoQ -1.42% (-389) YoY -4.13% (-1.2K)	All Managers (Combined)	$5.1M	1.8% ($5.1M/$291.4M)	QoQ -15.57% (-$941.6K) YoY +1.11% (-$56.2K)
Alphabet Inc.(GOOGLcusip02079K305)	31.9K	QoQ -1.16% (-377) YoY -3.95% (-1.3K)	All Managers (Combined)	$4.9M	1.7% ($4.9M/$291.4M)	QoQ -21.20% (-$1.3M) YoY -1.60% (-$80.2K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	29.2K	QoQ -1.18% (-349) YoY -2.38% (-715)	All Managers (Combined)	$4.8M	1.7% ($4.8M/$291.4M)	QoQ -20.79% (-$1.3M) YoY +19.09% (-$777.3K)