Family Firm, Inc.
CIK
1602603
Location
BETHESDA, MD
Portfolio Value
Micro
$63,281,059
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,174
/ 7,991
▼ 455
Top Industry
Insurance - Diversified
32.1%
3Y Alpha vs SPY
+0.9%
Period ended 12 months ago
Filed Aug 8, 2025 · 10mo
22 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+80.2%
SPY
+76.3%
Annualised alpha
+0.9%
Max drawdown
−17.2%
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
16 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
32.1%
+21.8 pts
Top 5
70.8%
+39.6 pts
Top 10
90.9%
+44.4 pts
HHI
1,542
Moderately concentrated+1,228
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 57.9% | $36,636,644 |
| Technology | 36.4% | $23,023,955 |
| Healthcare | 3.9% | $2,462,042 |
| Energy | 1.8% | $1,158,418 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | +39,182 | 41,862 | $20,335,303 | |
| BHK | Blackrock Core Bond Trust | +12,101 | 241,256 | $2,345,008 | |
| FFC | Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | +4,707 | 130,782 | $2,130,438 | |
| JQC | Nuveen Credit Strategies Income Fund | +3,451 | 124,051 | $668,634 | |
| SABA | Saba Capital Income & Opportunities Fund II | +222 | 11,452 | $105,243 | |
| LRCX | Lam Research Corp | +41 | 10,808 | $1,052,050 | |
| CSCO | Cisco Systems, Inc. | +16 | 10,243 | $710,659 | |
| AAPL | Apple Inc. | +11 | 35,965 | $7,378,939 | |
| AFL | Aflac Inc | +2 | 29,933 | $3,156,734 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EHC | Encompass Health Corp | −12,357 | 20,077 | $2,462,042 | |
| RMT | Royce Micro-Cap Trust, Inc. | −3,778 | 284,626 | $2,632,790 | |
| NVDA | Nvidia Corp | −1,893 | 50,709 | $8,011,514 | |
| FAX | Abrdn Asia-Pacific Income Fund, Inc. | −1,791 | 130,980 | $2,085,201 | |
| AVGO | Broadcom Inc. | −1,547 | 21,298 | $5,870,793 | |
| EMF | Templeton Emerging Markets Fund | −1,204 | 217,772 | $3,177,293 | |
| XOM | Exxon Mobil Corp | −331 | 10,746 | $1,158,418 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 3,998 | $1,500,809 | |
| COST | Costco Wholesale Corp /New | 1,547 | $1,463,121 | |
| JPM | Jpmorgan Chase & Co | 4,648 | $1,140,154 | |
| ABBV | AbbVie Inc. | 4,922 | $1,031,257 | |
| GOOGL | Alphabet Inc. | 6,233 | $963,871 | |
| LLY | ELI LILLY & Co | 1,068 | $882,071 | |
| IBM | International Business Machines Corp | 3,384 | $841,465 | |
| PAYX | Paychex Inc | 5,152 | $794,850 | |
| MCK | Mckesson Corp | 1,144 | $769,900 | |
| GPN | Global Payments Inc | 7,236 | $708,549 | |
| PEP | Pepsico Inc | 4,281 | $641,893 | |
| AMZN | Amazon Com Inc | 3,347 | $636,800 | |
| QCOM | Qualcomm Inc/De | 4,061 | $623,810 | |
| MRK | Merck & Co., Inc. | 6,620 | $594,211 | |
| HD | Home Depot, Inc. | 1,566 | $573,923 | |
| JNJ | Johnson & Johnson | 3,439 | $570,323 | |
| INTU | Intuit Inc. | 874 | $536,627 | |
| V | Visa Inc. | 1,521 | $533,049 | |
| COP | Conocophillips | 5,067 | $532,136 | |
| WTW | Willis Towers Watson PLC | 1,476 | $498,814 | |
| SPY | Spdr S&P 500 ETF Trust | 877 | $490,585 | |
| ADP | Automatic Data Processing Inc | 1,578 | $482,126 | |
| ABT | Abbott Laboratories | 3,580 | $474,887 | |
| BA | Boeing Co | 2,744 | $467,989 | |
| CVX | Chevron Corp | 2,745 | $459,211 | |
| No positions match the current search. | ||||
16 positions ·
$63,281,059 total
· as of Jun 30, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 41,862 | $20,335,303 | 32.13% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 50,709 | $8,011,514 | 12.66% | |
| AAPL |
Apple Inc.
Technology
|
Added | 35,965 | $7,378,939 | 11.66% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 21,298 | $5,870,793 | 9.28% | |
| EMF |
Templeton Emerging Markets Fund
Financial Services
|
Reduced | 217,772 | $3,177,293 | 5.02% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 29,933 | $3,156,734 | 4.99% | |
| RMT |
Royce Micro-Cap Trust, Inc.
Financial Services
|
Reduced | 284,626 | $2,632,790 | 4.16% | |
| EHC |
Encompass Health Corp
Healthcare
|
Reduced | 20,077 | $2,462,042 | 3.89% | |
| BHK |
Blackrock Core Bond Trust
Financial Services
|
Added | 241,256 | $2,345,008 | 3.71% | |
| FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
Financial Services
|
Added | 130,782 | $2,130,438 | 3.37% | |
| FAX |
Abrdn Asia-Pacific Income Fund, Inc.
Financial Services
|
Reduced | 130,980 | $2,085,201 | 3.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 10,746 | $1,158,418 | 1.83% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 10,808 | $1,052,050 | 1.66% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 10,243 | $710,659 | 1.12% | |
| JQC |
Nuveen Credit Strategies Income Fund
Financial Services
|
Added | 124,051 | $668,634 | 1.06% | |
| SABA |
Saba Capital Income & Opportunities Fund II
Financial Services
|
Added | 11,452 | $105,243 | 0.17% |