Independent Family Office, LLC

Family Office

CIK

1756485

Location

ALBANY, NY

Portfolio Value

Small $138,998,893

Diversification

Diversified

Filing Date

Global Rank

#5,010 / 8,607 ▲ 176 · as of Mar 2026

Top Industry

Software - Application 27.1%

3Y Alpha vs SPY

-3.4%

Period ended 3 months ago

Filed May 15, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+61.8%

SPY

+75.5%

Annualised alpha

-3.2%

Max drawdown

−14.9%

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

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

Top Position

23.7%

+0.9 pts

Top 5

70.1%

−5.3 pts

Top 10

81.1%

−4.9 pts

HHI

1,300

Diversified−111

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	55.1%	$76,584,600	5
Technology	23.6%	$32,767,503	11
Financial Services	9.0%	$12,524,419	11
Basic Materials	4.4%	$6,120,107	6
Healthcare	2.1%	$2,931,229	6
Communication Services	2.0%	$2,770,023	3
Consumer Defensive	1.6%	$2,211,743	4
Consumer Cyclical	1.3%	$1,768,613	5
Industrials	0.8%	$1,112,314	3
Energy	0.1%	$208,342	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
MNST	Monster Beverage Corp	+4,949	8,616	$624,315
AMZN	Amazon Com Inc	+2,167	3,472	$723,113
GOOGL	Alphabet Inc.	+1,666	5,171	$1,486,972
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,651	10,336	$3,493,051
PGR	Progressive Corp/Oh/	+1,379	2,488	$493,221
AAPL	Apple Inc.	+1,324	8,957	$2,273,197
IBIT	iShares Bitcoin Trust ETF	+1,000	33,850	$1,300,517
BRK-B	Berkshire Hathaway Inc	+907	12,215	$5,853,428
META	Meta Platforms, Inc.	+820	1,410	$806,703
COST	Costco Wholesale Corp /New	+387	1,024	$1,020,344
JNJ	Johnson & Johnson	+250	1,699	$415,303
LLY	ELI LILLY & Co	+50	550	$505,873
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−13,238	373,645	$32,940,543
PTC	Ptc Inc.	−5,450	113,550	$16,179,739
GLD	Spdr Gold Trust	−2,641	27,167	$11,689,688
JPM	Jpmorgan Chase & Co	−175	2,025	$595,674
SHW	Sherwin Williams Co	−56	5,600	$1,795,080
MSFT	Microsoft Corp	−27	4,740	$1,754,605
SPY	Spdr S&P 500 ETF Trust	−7	46,213	$30,054,162
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
GBDC	GOLUB CAPITAL BDC, Inc.	119,013	$1,506,704
CDE	Coeur Mining, Inc.	41,712	$782,934
NVDA	Nvidia Corp	3,820	$666,208
EME	EMCOR Group, Inc.	671	$495,406
ANET	Arista Networks, Inc.	3,751	$460,547
ISRG	Intuitive Surgical Inc	816	$376,167
SNPS	Synopsys Inc	779	$308,857
CMG	Chipotle Mexican Grill Inc	9,350	$299,293
V	Visa Inc.	952	$287,732
NVO	Novo Nordisk A S	7,425	$272,868
TSCO	Tractor Supply Co /De/	5,357	$242,672
MA	Mastercard Inc	467	$233,341
XOM	ExxonMobil Holdings Corp	1,228	$208,342
BKNG	Booking Holdings Inc.	51	$8,589
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NGD	New Gold Inc. /FI	84,114	$732,632
AMP	Ameriprise Financial Inc	428	$209,865
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 positions · $138,998,893 total · as of Mar 31, 2026

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

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	373,645	-13,238	$32,940,543	+4.9%	23.70%
SPY	Spdr S&P 500 ETF Trust	Reduced	46,213	-7	$30,054,162	−4.6%	21.62%
PTC	Ptc Inc. Technology	Reduced	113,550	-5,450	$16,179,739	−22.0%	11.64%
GLD	Spdr Gold Trust	Reduced	27,167	-2,641	$11,689,688	−1.0%	8.41%
TOST	Toast, Inc. Technology	Held	250,000	0	$6,627,500	−25.3%	4.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,215	+907	$5,853,428	+3.0%	4.21%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	10,336	+1,651	$3,493,051	+32.3%	2.51%
AAPL	Apple Inc. Technology	Added	8,957	+1,324	$2,273,197	+9.5%	1.64%
PHYS	Sprott Physical Gold Trust Financial Services	Held	51,316	0	$1,818,639	+7.3%	1.31%
SHW	Sherwin Williams Co Basic Materials	Reduced	5,600	-56	$1,795,080	−2.1%	1.29%
SMG	Scotts Miracle-Gro Co Basic Materials	Held	29,342	0	$1,784,287	+4.2%	1.28%
MSFT	Microsoft Corp Technology	Reduced	4,740	-27	$1,754,605	−23.9%	1.26%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	NEW	119,013	NEW	$1,506,704	NEW	1.08%
GOOGL	Alphabet Inc. Communication Services	Added	5,171	+1,666	$1,486,972	+35.5%	1.07%
IBIT	iShares Bitcoin Trust ETF	Added	33,850	+1,000	$1,300,517	−20.3%	0.94%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	2,257	0	$1,109,383	−15.2%	0.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,024	+387	$1,020,344	+85.8%	0.73%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	4,275	0	$867,739	+19.7%	0.62%
META	Meta Platforms, Inc. Communication Services	Added	1,410	+820	$806,703	+107.1%	0.58%
CDE	Coeur Mining, Inc. Basic Materials	NEW	41,712	NEW	$782,934	NEW	0.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,472	+2,167	$723,113	+140.1%	0.52%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	15,140	0	$722,480	+4.2%	0.52%
NVDA	Nvidia Corp Technology	NEW	3,820	NEW	$666,208	NEW	0.48%
MNST	Monster Beverage Corp Consumer Defensive	Added	8,616	+4,949	$624,315	+122.1%	0.45%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	5,593	0	$605,442	+8.4%	0.44%
QQQ	Invesco Qqq Trust, Series 1	Held	1,039	0	$599,690	−6.0%	0.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,025	-175	$595,674	−16.0%	0.43%
AXP	American Express Co Financial Services	Held	1,932	0	$584,391	−18.2%	0.42%
MSTR	Strategy Inc Technology	Held	4,100	0	$511,680	−17.9%	0.37%
LLY	ELI LILLY & Co Healthcare	Added	550	+50	$505,873	−5.9%	0.36%
EME	EMCOR Group, Inc. Industrials	NEW	671	NEW	$495,406	NEW	0.36%
HGV	Hilton Grand Vacations Inc. Consumer Cyclical	Held	12,652	0	$494,946	−12.6%	0.36%
PGR	Progressive Corp/Oh/ Financial Services	Added	2,488	+1,379	$493,221	+95.3%	0.35%
TMUS	T-Mobile US, Inc. Communication Services	Held	2,268	0	$476,348	+3.4%	0.34%
ANET	Arista Networks, Inc. Technology	NEW	3,751	NEW	$460,547	NEW	0.33%
JNJ	Johnson & Johnson Healthcare	Added	1,699	+250	$415,303	+38.5%	0.30%
ISRG	Intuitive Surgical Inc Healthcare	NEW	816	NEW	$376,167	NEW	0.27%
ITW	Illinois Tool Works Inc Industrials	Held	1,271	0	$330,828	+5.7%	0.24%
WMT	Walmart Inc. Consumer Defensive	Held	2,520	0	$313,185	+11.6%	0.23%
SNPS	Synopsys Inc Technology	NEW	779	NEW	$308,857	NEW	0.22%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	NEW	9,350	NEW	$299,293	NEW	0.22%
V	Visa Inc. Financial Services	NEW	952	NEW	$287,732	NEW	0.21%
PRIM	Primoris Services Corp Industrials	Held	2,000	0	$286,080	+15.2%	0.21%
TECK	Teck Resources Ltd Basic Materials	Held	5,500	0	$284,625	+8.1%	0.20%
ORCL	Oracle Corp Technology	Held	1,884	0	$277,155	−24.5%	0.20%
NVO	Novo Nordisk A S Healthcare	NEW	7,425	NEW	$272,868	NEW	0.20%
PEP	Pepsico Inc Consumer Defensive	Held	1,635	0	$253,899	+8.2%	0.18%
ABBV	AbbVie Inc. Healthcare	Held	1,157	0	$251,635	−4.8%	0.18%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	NEW	5,357	NEW	$242,672	NEW	0.17%
MA	Mastercard Inc Financial Services	NEW	467	NEW	$233,341	NEW	0.17%