Independent Family Office, LLC

Family Office

CIK

1756485

Location

ALBANY, NY

Portfolio Value

Micro $208,342

Diversification

Diversified

Filing Date

Global Rank

#4,660 / 8,232 ▲ 293

Top Industry

Software - Application 27.0%

3Y Alpha vs SPY

-4.1%

Period ended 2 months ago

Filed May 15, 2026 · 29d

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

+59.2%

SPY

+76.5%

Annualised alpha

-4.1%

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

70.0%

−5.4 pts

Top 10

81.0%

−5.0 pts

HHI

1,296

Diversified−115

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	55.0%	$76,584,600	5
Technology	23.5%	$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	1.4%	$1,974,750	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
BKNG	Booking Holdings Inc.	51	$214,726
XOM	Exxon Mobil Corp	1,228	$208,342
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

1 positions · $208,342 total · Energy only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
XOM	Exxon Mobil Corp Energy	NEW	1,228	NEW	$208,342	NEW	100.00%