Family Manage LLC

CIK

1539947

Location

NEW YORK, NY

Portfolio Value

Small $451,993,318

Diversification

Diversified

Filing Date

Global Rank

#2,473 / 8,232 ▲ 76

Top Industry

Semiconductors 13.3%

3Y Alpha vs SPY

-3.1%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.1%

SPY

+76.3%

Annualised alpha

-3.1%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

205 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

+1.4 pts

Top 5

31.3%

+1.3 pts

Top 10

42.8%

+0.5 pts

HHI

275

Diversified+7

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.9%	$125,888,843	35
Financial Services	14.8%	$66,776,437	41
Unclassified	12.4%	$56,077,117	5
Communication Services	10.4%	$47,084,141	10
Consumer Cyclical	7.3%	$32,886,970	14
Healthcare	6.3%	$28,607,933	15
Energy	6.1%	$27,741,756	22
Industrials	5.4%	$24,458,260	30
Consumer Defensive	2.8%	$12,568,650	11
Real Estate	2.5%	$11,089,382	7
Basic Materials	2.2%	$9,780,880	8
Utilities	2.0%	$9,032,949	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RITM	Rithm Capital Corp.	+186,816	487,557	$4,622,040
GBDC	GOLUB CAPITAL BDC, Inc.	+130,648	228,526	$2,893,139
ARCC	Ares Capital Corp	+87,298	188,441	$3,395,706
NOW	ServiceNow, Inc.	+38,719	42,538	$4,447,347
MRK	Merck & Co., Inc.	+31,453	35,495	$4,269,693
XOM	Exxon Mobil Corp	+29,690	36,345	$6,166,292
EIX	Edison International	+23,415	27,291	$1,997,155
VLO	Valero Energy Corp/Tx	+20,052	21,504	$5,313,208
AMZN	Amazon Com Inc	+17,646	64,743	$13,484,024
MS	Morgan Stanley	+16,242	18,347	$3,019,365
GOOGL	Alphabet Inc.	+16,003	86,432	$24,854,385
SPY	Spdr S&P 500 ETF Trust	+15,131	58,886	$38,295,921
RTX	RTX Corp	+13,955	17,057	$3,290,295
OBDC	Blue Owl Capital Corp	+12,691	93,148	$1,030,216
DNN	Denison Mines Corp.	+10,570	27,206	$96,037
GE	General Electric Co	+8,083	10,136	$2,876,292
MA	Mastercard Inc	+7,660	9,519	$4,756,263
TMO	Thermo Fisher Scientific Inc.	+5,886	6,259	$3,076,486
TPL	Texas Pacific Land Corp	+5,849	10,985	$5,213,041
IBIT	iShares Bitcoin Trust ETF	+5,656	115,137	$4,423,563
TSLA	Tesla, Inc.	+5,542	6,746	$2,507,825
ET	Energy Transfer LP	+5,498	19,162	$369,826
MSFT	Microsoft Corp	+4,987	55,128	$20,406,731
PCG	PG&E Corp	+4,370	24,021	$422,048
NFLX	Netflix Inc	+4,255	9,479	$911,405
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MTCH	Match Group, Inc.	−106,968	9,424	$289,411
CF	CF Industries Holdings, Inc.	−60,921	11,172	$1,450,572
C	Citigroup Inc	−58,488	37,646	$4,269,432
SHEL	Shell plc	−57,561	12,940	$1,203,420
SYF	Synchrony Financial	−56,854	8,571	$582,999
BMY	Bristol Myers Squibb Co	−40,598	20,881	$1,266,432
EOG	Eog Resources Inc	−33,851	18,738	$2,708,952
NTR	Nutrien Ltd.	−31,307	45,312	$3,419,243
AFL	Aflac Inc	−30,074	1,883	$206,583
KR	Kroger Co	−29,775	41,632	$3,012,491
GILD	Gilead Sciences, Inc.	−26,932	29,557	$4,119,359
NVS	Novartis AG	−18,845	1,493	$228,055
JLL	Jones Lang Lasalle Inc	−17,972	1,296	$394,398
PDX	PIMCO Dynamic Income Strategy Fund	−11,657	34,252	$755,599
BNY	Bank of New York Mellon Corp	−11,108	26,357	$3,126,730
NVDA	Nvidia Corp	−10,197	166,165	$28,979,176
JNJ	Johnson & Johnson	−7,764	30,496	$7,454,442
SNA	Snap-on Inc	−4,606	11,251	$4,086,588
INTU	Intuit Inc.	−3,950	1,082	$467,835
JPM	Jpmorgan Chase & Co	−3,598	19,859	$5,841,723
QQQ	Invesco Qqq Trust, Series 1	−3,567	12,021	$6,938,280
GLD	Spdr Gold Trust	−1,514	983	$422,975
ZM	Zoom Communications, Inc.	−1,368	39,536	$3,178,299
ANET	Arista Networks, Inc.	−1,057	4,908	$602,604
BMNR	Bitmine Immersion Technologies, Inc.	−1,000	15,005	$296,798
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	47,397	$3,409,266
ICE	Intercontinental Exchange, Inc.	21,190	$3,332,763
NEE	Nextera Energy Inc	34,939	$3,245,134
FCX	Freeport-Mcmoran Inc	51,226	$3,011,064
VZ	Verizon Communications Inc	56,400	$2,831,280
MCD	Mcdonalds Corp	8,559	$2,660,051
ADI	Analog Devices Inc	7,632	$2,428,044
MCK	Mckesson Corp	2,450	$2,120,132
AME	Ametek Inc/	9,594	$2,056,569
ARI	Apollo Commercial Real Estate Finance, Inc.	159,283	$1,682,028
T	At&T Inc.	55,978	$1,622,802
SPG	Simon Property Group Inc.	8,395	$1,565,919
BXMT	Blackstone Mortgage Trust, Inc.	35,397	$677,852
OXY	Occidental Petroleum Corp /De/	6,641	$431,665
BE	Bloom Energy Corp	3,091	$418,799
HON	Honeywell International Inc	1,614	$364,812
FTI	TechnipFMC plc	5,130	$354,636
SOLS	Solstice Advanced Materials Inc.	3,937	$299,841
WDC	Western Digital Corp	1,099	$297,268
PSX	Phillips 66	1,601	$291,670
FDX	Fedex Corp	769	$273,902
MRSH	Marsh & Mclennan Companies, Inc.	1,532	$265,725
HAL	Halliburton Co	6,602	$257,411
CGNX	Cognex Corp	5,251	$257,246
MCO	Moodys Corp /De/	548	$239,065
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
EXPE	Expedia Group, Inc.	24,654	$6,984,724
CRM	Salesforce, Inc.	23,471	$6,217,702
INCY	Incyte Corp	58,425	$5,770,637
FOXA	Fox Corp	70,881	$5,179,274
MEDP	Medpace Holdings, Inc.	6,401	$3,595,121
MPC	Marathon Petroleum Corp	20,129	$3,273,579
APP	AppLovin Corp	4,006	$2,699,322
AIG	American International Group, Inc.	30,299	$2,592,079
DHI	Horton D R Inc /De/	17,493	$2,519,516
BABA	Alibaba Group Holding Ltd	16,833	$2,467,381
COF	Capital One Financial Corp	1,429	$346,332
ELME	Elme Communities	19,778	$344,137
TEAM	Atlassian Corp	1,842	$298,661
WY	Weyerhaeuser Co	12,000	$284,280
ACN	Accenture plc	1,026	$275,275
TLN	Talen Energy Corp	594	$222,654
NTRA	Natera, Inc.	967	$221,530
VRSN	Verisign Inc/Ca	876	$212,824
BSTZ	BlackRock Science & Technology Term Trust	9,223	$208,532
SPNT	SiriusPoint Ltd	9,207	$201,541
ADT	ADT Inc.	11,785	$95,104
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

205 positions · $451,993,318 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 205 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	58,886	+15,131	$38,295,921	+28.3%	8.47%
NVDA	Nvidia Corp Technology	Reduced	166,165	-10,197	$28,979,176	−11.9%	6.41%
AAPL	Apple Inc. Technology	Reduced	113,630	-927	$28,838,157	−7.4%	6.38%
GOOGL	Alphabet Inc. Communication Services	Added	86,432	+16,003	$24,854,385	+12.7%	5.50%
MSFT	Microsoft Corp Technology	Added	55,128	+4,987	$20,406,731	−15.8%	4.51%
META	Meta Platforms, Inc. Communication Services	Added	26,103	+181	$14,934,309	−12.7%	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	64,743	+17,646	$13,484,024	+24.0%	2.98%
AVGO	Broadcom Inc. Technology	Added	30,644	+4,097	$9,484,624	+3.2%	2.10%
JNJ	Johnson & Johnson Healthcare	Reduced	30,496	-7,764	$7,454,442	−5.9%	1.65%
QQQ	Invesco Qqq Trust, Series 1	Reduced	12,021	-3,567	$6,938,280	−27.5%	1.54%
AXP	American Express Co Financial Services	Added	22,215	+25	$6,719,593	−18.1%	1.49%
XOM	Exxon Mobil Corp Energy	Added	36,345	+29,690	$6,166,292	+670.0%	1.36%
IAU	Ishares Gold Trust	Added	68,017	+2,688	$5,996,378	+13.1%	1.33%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	17,554	-128	$5,932,374	+10.4%	1.31%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	1,397	-13	$5,881,816	−22.1%	1.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	19,859	-3,598	$5,841,723	−22.7%	1.29%
V	Visa Inc. Financial Services	Reduced	18,425	-205	$5,568,772	−14.8%	1.23%
VLO	Valero Energy Corp/Tx Energy	Added	21,504	+20,052	$5,313,208	+2147.8%	1.18%
TPL	Texas Pacific Land Corp Energy	Added	10,985	+5,849	$5,213,041	+253.4%	1.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,591	+381	$5,075,207	−1.1%	1.12%
QCOM	Qualcomm Inc/De Technology	Added	39,340	+539	$5,066,205	−23.7%	1.12%
MA	Mastercard Inc Financial Services	Added	9,519	+7,660	$4,756,263	+348.2%	1.05%
RITM	Rithm Capital Corp. Real Estate	Added	487,557	+186,816	$4,622,040	+41.0%	1.02%
NOW	ServiceNow, Inc. Technology	Added	42,538	+38,719	$4,447,347	+660.2%	0.98%
IBIT	iShares Bitcoin Trust ETF	Added	115,137	+5,656	$4,423,563	−18.6%	0.98%
MRK	Merck & Co., Inc. Healthcare	Added	35,495	+31,453	$4,269,693	+903.5%	0.94%
C	Citigroup Inc Financial Services	Reduced	37,646	-58,488	$4,269,432	−61.9%	0.94%
CAT	Caterpillar Inc Industrials	Reduced	5,838	-51	$4,135,989	+22.6%	0.92%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	29,557	-26,932	$4,119,359	−40.6%	0.91%
SNA	Snap-on Inc Industrials	Reduced	11,251	-4,606	$4,086,588	−25.2%	0.90%
HD	Home Depot, Inc. Consumer Cyclical	Added	11,724	+891	$3,855,906	+3.4%	0.85%
WFC	Wells Fargo & Company/Mn Financial Services	Added	48,199	+173	$3,837,122	−14.3%	0.85%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Reduced	17,879	-146	$3,428,119	+24.1%	0.76%
NTR	Nutrien Ltd. Basic Materials	Reduced	45,312	-31,307	$3,419,243	−27.7%	0.76%
UBER	Uber Technologies, Inc Technology	NEW	47,397	NEW	$3,409,266	NEW	0.75%
ARCC	Ares Capital Corp Financial Services	Added	188,441	+87,298	$3,395,706	+66.0%	0.75%
ICE	Intercontinental Exchange, Inc. Financial Services	NEW	21,190	NEW	$3,332,763	NEW	0.74%
RTX	RTX Corp Industrials	Added	17,057	+13,955	$3,290,295	+478.4%	0.73%
NEE	Nextera Energy Inc Utilities	NEW	34,939	NEW	$3,245,134	NEW	0.72%
ZM	Zoom Communications, Inc. Technology	Reduced	39,536	-1,368	$3,178,299	−10.0%	0.70%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	26,357	-11,108	$3,126,730	−28.1%	0.69%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	6,259	+5,886	$3,076,486	+1323.4%	0.68%
MS	Morgan Stanley Financial Services	Added	18,347	+16,242	$3,019,365	+708.0%	0.67%
KR	Kroger Co Consumer Defensive	Reduced	41,632	-29,775	$3,012,491	−32.5%	0.67%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	51,226	NEW	$3,011,064	NEW	0.67%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	3,794	+2,859	$2,931,396	+306.2%	0.65%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Added	228,526	+130,648	$2,893,139	+117.8%	0.64%
AMP	Ameriprise Financial Inc Financial Services	Added	6,502	+69	$2,889,488	−8.4%	0.64%
GE	General Electric Co Industrials	Added	10,136	+8,083	$2,876,292	+354.8%	0.64%
VZ	Verizon Communications Inc Communication Services	NEW	56,400	NEW	$2,831,280	NEW	0.63%