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

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ELECTRONIC ARTS INC.

EA|285512109

Shares:3.4K

Value:$488.3K

% of Portfolio:0.2% ($488.3K/$291.4M)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:9.0K

Value:$478.2K

% of Portfolio:0.2% ($478.2K/$291.4M)

33739Q200

Shares:8.5K

Value:$418.5K

% of Portfolio:0.1% ($418.5K/$291.4M)

ROBERT HALF INC.

RHI|770323103

Shares:7.5K

Value:$408.2K

% of Portfolio:0.1% ($408.2K/$291.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:3.7K

Value:$403.5K

% of Portfolio:0.1% ($403.5K/$291.4M)

ROLLINS INC

ROL|775711104

Shares:7.2K

Value:$389.0K

% of Portfolio:0.1% ($389.0K/$291.4M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.6K

Value:$340.5K

% of Portfolio:0.1% ($340.5K/$291.4M)

PAYCHEX INC

PAYX|704326107

Shares:2.2K

Value:$333.2K

% of Portfolio:0.1% ($333.2K/$291.4M)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:2.6K

Value:$327.2K

% of Portfolio:0.1% ($327.2K/$291.4M)

W. P. Carey Inc.

WPC|92936U109

Shares:4.9K

Value:$311.1K

% of Portfolio:0.1% ($311.1K/$291.4M)

464287473

IWS|464287473

Shares:2.4K

Value:$306.0K

% of Portfolio:0.1% ($306.0K/$291.4M)

AFLAC INC

AFL|001055102

Shares:2.6K

Value:$289.9K

% of Portfolio:0.1% ($289.9K/$291.4M)

78464A763

SDY|78464A763

Shares:2.1K

Value:$289.7K

% of Portfolio:0.1% ($289.7K/$291.4M)

LEMAITRE VASCULAR INC

LMAT|525558201

Shares:3.0K

Value:$251.7K

% of Portfolio:0.1% ($251.7K/$291.4M)

KROGER CO

KR|501044101

Shares:3.6K

Value:$241.8K

% of Portfolio:0.1% ($241.8K/$291.4M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:5.9K

Value:$241.6K

% of Portfolio:0.1% ($241.6K/$291.4M)

STEEL DYNAMICS INC

STLD|858119100

Shares:1.8K

Value:$227.5K

% of Portfolio:0.1% ($227.5K/$291.4M)

33738D309

Shares:4.9K

Value:$224.1K

% of Portfolio:0.1% ($224.1K/$291.4M)

Medtronic plc

MDT|G5960L103

Shares:2.4K

Value:$215.0K

% of Portfolio:0.1% ($215.0K/$291.4M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:1.9K

Value:$207.4K

% of Portfolio:0.1% ($207.4K/$291.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELECTRONIC ARTS INC.(EAcusip285512109)	3.4K	QoQ 0.00% (+0) YoY -0.70% (-24)	All Managers (Combined)	$488.3K	0.2% ($488.3K/$291.4M)	QoQ +0.22% (+$1.1K) YoY +8.16% (-$36.9K)
Lamb Weston Holdings, Inc.(LWcusip513272104)	9.0K	QoQ -27.38% (-3.4K) YoY -21.17% (-2.4K)	All Managers (Combined)	$478.2K	0.2% ($478.2K/$291.4M)	QoQ -36.43% (-$274.1K) YoY -60.56% (-$734.3K)
(cusip33739Q200)✕	8.5K	QoQ 0.00% (+0) YoY -0.36% (-31)	All Managers (Combined)	$418.5K	0.1% ($418.5K/$291.4M)	QoQ +1.33% (+$5.5K) YoY +1.51% (-$6.3K)
ROBERT HALF INC.(RHIcusip770323103)	7.5K	QoQ -2.96% (-229) YoY +4.26% (-306)	All Managers (Combined)	$408.2K	0.1% ($408.2K/$291.4M)	QoQ -21.49% (-$111.7K) YoY -28.25% (-$160.8K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	3.7K	QoQ -0.54% (-20) YoY +3.23% (-115)	All Managers (Combined)	$403.5K	0.1% ($403.5K/$291.4M)	QoQ -13.70% (-$64.1K) YoY -23.60% (-$124.7K)
ROLLINS INC(ROLcusip775711104)	7.2K	QoQ 0.00% (+0) YoY NEW(+7.2K)	All Managers (Combined)	$389.0K	0.1% ($389.0K/$291.4M)	QoQ +16.56% (+$55.3K) YoY NEW(+$389.0K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.6K	QoQ 0.00% (+0) YoY +15.32% (+208)	All Managers (Combined)	$340.5K	0.1% ($340.5K/$291.4M)	QoQ +21.43% (+$60.1K) YoY +27.00% (+$72.4K)
PAYCHEX INC(PAYXcusip704326107)	2.2K	QoQ 0.00% (+0) YoY +5.36% (+110)	All Managers (Combined)	$333.2K	0.1% ($333.2K/$291.4M)	QoQ +10.00% (+$30.3K) YoY +32.37% (+$81.5K)
Builders FirstSource, Inc.(BLDRcusip12008R107)	2.6K	QoQ +6.85% (-168) YoY NEW(+2.6K)	All Managers (Combined)	$327.2K	0.1% ($327.2K/$291.4M)	QoQ -6.96% (-$24.5K) YoY NEW(+$327.2K)
W. P. Carey Inc.(WPCcusip92936U109)	4.9K	QoQ -0.58% (-29) YoY -30.93% (-2.2K)	All Managers (Combined)	$311.1K	0.1% ($311.1K/$291.4M)	QoQ +14.53% (-$39.5K) YoY -22.77% (-$91.8K)
(IWScusip464287473)	2.4K	QoQ -0.89% (-22) YoY -2.60% (-65)	All Managers (Combined)	$306.0K	0.1% ($306.0K/$291.4M)	QoQ -3.75% (-$11.9K) YoY -2.10% (-$6.6K)
AFLAC INC(AFLcusip001055102)	2.6K	QoQ 0.00% (+0) YoY +4.28% (+107)	All Managers (Combined)	$289.9K	0.1% ($289.9K/$291.4M)	QoQ +7.35% (+$19.9K) YoY +35.04% (+$75.2K)
(SDYcusip78464A763)	2.1K	QoQ -8.09% (-188) YoY -16.24% (-414)	All Managers (Combined)	$289.7K	0.1% ($289.7K/$291.4M)	QoQ -4.69% (-$14.3K) YoY -13.40% (-$44.9K)
LEMAITRE VASCULAR INC(LMATcusip525558201)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$251.7K	0.1% ($251.7K/$291.4M)	QoQ -11.59% (-$33.0K) YoY NEW(+$251.7K)
KROGER CO(KRcusip501044101)	3.6K	QoQ 0.00% (+0) YoY -0.63% (-23)	All Managers (Combined)	$241.8K	0.1% ($241.8K/$291.4M)	QoQ +14.92% (+$31.4K) YoY +17.72% (-$36.4K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	5.9K	QoQ -8.75% (-563) YoY -12.30% (-824)	All Managers (Combined)	$241.6K	0.1% ($241.6K/$291.4M)	QoQ -14.56% (-$41.2K) YoY -7.42% (-$19.4K)
STEEL DYNAMICS INC(STLDcusip858119100)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$227.5K	0.1% ($227.5K/$291.4M)	QoQ NEW(+$227.5K) YoY NEW(+$227.5K)
(cusip33738D309)✕	4.9K	QoQ 0.00% (-0) YoY -0.66% (-33)	All Managers (Combined)	$224.1K	0.1% ($224.1K/$291.4M)	QoQ -1.51% (-$3.4K) YoY -1.87% (-$4.3K)
Medtronic plc(MDTcusipG5960L103)	2.4K	QoQ -32.93% (-1.2K) YoY -32.93% (-1.2K)	All Managers (Combined)	$215.0K	0.1% ($215.0K/$291.4M)	QoQ -27.11% (-$80.0K) YoY -30.84% (-$95.9K)
CONSOLIDATED EDISON INC(EDcusip209115104)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$207.4K	0.1% ($207.4K/$291.4M)	QoQ NEW(+$207.4K) YoY NEW(+$207.4K)