Family Investment Center, Inc.

CIK

1897700

Location

Saint Joseph, MO

Portfolio Value

Micro $33,963,224

Diversification

Diversified

Filing Date

Global Rank

#7,370 / 8,517 ▼ 1782

Top Industry

Semiconductors 18.7%

3Y Alpha vs SPY

-4.0%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+58.1%

SPY

+75.3%

Annualised alpha

-4.1%

Max drawdown

−11.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

55 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.7%

−54.8 pts

Top 5

29.5%

−55.4 pts

Top 10

47.7%

−44.2 pts

HHI

315

Diversified−3,800

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.4%	$13,715,805	17
Industrials	12.7%	$4,300,419	5
Consumer Cyclical	8.5%	$2,873,717	6
Energy	8.2%	$2,795,209	5
Unclassified	7.7%	$2,600,934	3
Consumer Defensive	6.7%	$2,261,575	6
Healthcare	5.1%	$1,737,813	3
Communication Services	4.0%	$1,369,474	4
Financial Services	3.2%	$1,100,342	2
Basic Materials	2.0%	$663,164	2
Real Estate	1.6%	$544,772	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+4,022	6,923	$1,385,223
AMZN	Amazon Com Inc	+2,763	4,106	$978,624
GILD	Gilead Sciences, Inc.	+2,662	4,144	$523,552
WDC	Western Digital Corp	+976	2,016	$1,287,659
GEV	GE Vernova Inc.	+831	1,068	$1,254,750
MU	Micron Technology Inc	+790	1,739	$2,007,310
AAPL	Apple Inc.	+562	9,004	$2,605,397
META	Meta Platforms, Inc.	+194	561	$316,005
GLTR	abrdn Precious Metals Basket ETF Trust	+37	1,134	$205,424
XOM	ExxonMobil Holdings Corp	+1	9,879	$1,350,656
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	−7,047	10,804	$432,268
HUBS	Hubspot Inc	−1,211	1,289	$235,255
MSFT	Microsoft Corp	−900	933	$348,027
GOOGL	Alphabet Inc.	−602	1,201	$429,201
QQQ	Invesco Qqq Trust, Series 1	−564	2,666	$1,963,242
JPM	Jpmorgan Chase & Co	−83	1,041	$340,750
CVX	Chevron Corp	−72	1,981	$328,370
HD	Home Depot, Inc.	−26	1,547	$545,595
F	Ford Motor Co	−25	23,883	$331,973
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	2,281	$1,325,055
SNDK	Sandisk Corp	275	$625,275
LLY	ELI LILLY & Co	521	$624,903
GLW	Corning Inc /Ny	2,440	$623,249
AVGO	Broadcom Inc.	1,568	$592,312
INCY	Incyte Corp	5,199	$589,358
MRVL	Marvell Technology, Inc.	1,903	$566,884
COST	Costco Wholesale Corp /New	576	$538,830
PLTR	Palantir Technologies Inc.	4,030	$470,180
JBL	Jabil Inc	1,195	$460,648
JCI	Johnson Controls International plc	2,778	$405,893
BKR	Baker Hughes Co	7,209	$400,099
NEM	NEWMONT Corp /DE/	3,933	$367,342
VLO	Valero Energy Corp/Tx	1,384	$360,448
MPC	Marathon Petroleum Corp	1,391	$355,636
IRM	Iron Mountain Inc	2,729	$344,699
LITE	Lumentum Holdings Inc.	376	$322,630
MNST	Monster Beverage Corp	3,285	$315,754
EXPE	Expedia Group, Inc.	1,231	$314,988
SPOT	Spotify Technology S.A.	683	$313,585
APP	AppLovin Corp	603	$310,683
TER	Teradyne, Inc	630	$304,819
DELL	Dell Technologies Inc.	699	$301,590
CTVA	Corteva, Inc.	3,493	$295,822
DLTR	Dollar Tree, Inc.	2,411	$291,610
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	966,958	$74,629,818
VIG	Vanguard Dividend Appreciation ETF	69,163	$14,874,194
VB	Vanguard Morningstar Small-Cap ETF	23,825	$6,240,244
VIGI	Vanguard International Dividend Appreciation ETF	34,354	$3,038,954
VXUS	Vanguard Total International Stock ETF	32,553	$2,510,161
RTX	RTX Corp	1,324	$255,399
COP	Conocophillips	1,922	$253,704
GE	General Electric Co	801	$227,299
VEU	Vanguard FTSE All-World Ex-US ETF	2,992	$224,699
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 tracked positions · $33,963,224 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate 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
AAPL	Apple Inc. Technology	Added	9,004	+562	$2,605,397	+21.6%	7.67%
NSC	Norfolk Southern Corp Industrials	Held	6,510	0	$2,047,980	+9.6%	6.03%
MU	Micron Technology Inc Technology	Added	1,739	+790	$2,007,310	+526.1%	5.91%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,666	-564	$1,963,242	+5.3%	5.78%
NVDA	Nvidia Corp Technology	Added	6,923	+4,022	$1,385,223	+173.8%	4.08%
XOM	ExxonMobil Holdings Corp Energy	Added	9,879	+1	$1,350,656	−19.4%	3.98%
AMD	Advanced Micro Devices Inc Technology	NEW	2,281	NEW	$1,325,055	NEW	3.90%
WDC	Western Digital Corp Technology	Added	2,016	+976	$1,287,659	+357.7%	3.79%
GEV	GE Vernova Inc. Industrials	Added	1,068	+831	$1,254,750	+506.5%	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,106	+2,763	$978,624	+249.9%	2.88%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,518	0	$759,592	+4.4%	2.24%
SNDK	Sandisk Corp Technology	NEW	275	NEW	$625,275	NEW	1.84%
LLY	ELI LILLY & Co Healthcare	NEW	521	NEW	$624,903	NEW	1.84%
GLW	Corning Inc /Ny Technology	NEW	2,440	NEW	$623,249	NEW	1.84%
AVGO	Broadcom Inc. Technology	NEW	1,568	NEW	$592,312	NEW	1.74%
INCY	Incyte Corp Healthcare	NEW	5,199	NEW	$589,358	NEW	1.74%
WMT	Walmart Inc. Consumer Defensive	Held	5,022	0	$568,791	−8.9%	1.67%
MRVL	Marvell Technology, Inc. Technology	NEW	1,903	NEW	$566,884	NEW	1.67%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,547	-26	$545,595	+5.5%	1.61%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	576	NEW	$538,830	NEW	1.59%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,144	+2,662	$523,552	+153.5%	1.54%
PLTR	Palantir Technologies Inc. Technology	NEW	4,030	NEW	$470,180	NEW	1.38%
JBL	Jabil Inc Technology	NEW	1,195	NEW	$460,648	NEW	1.36%
IAUM	iShares Gold Trust Micro	Reduced	10,804	-7,047	$432,268	−48.1%	1.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,201	-602	$429,201	−17.1%	1.26%
JCI	Johnson Controls International plc Industrials	NEW	2,778	NEW	$405,893	NEW	1.20%
BKR	Baker Hughes Co Energy	NEW	7,209	NEW	$400,099	NEW	1.18%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	3,933	NEW	$367,342	NEW	1.08%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	3,975	0	$366,057	−0.2%	1.08%
BA	Boeing Co Industrials	Held	1,676	0	$362,803	+8.8%	1.07%
VLO	Valero Energy Corp/Tx Energy	NEW	1,384	NEW	$360,448	NEW	1.06%
MPC	Marathon Petroleum Corp Energy	NEW	1,391	NEW	$355,636	NEW	1.05%
MSFT	Microsoft Corp Technology	Reduced	933	-900	$348,027	−48.7%	1.02%
IRM	Iron Mountain Inc Real Estate	NEW	2,729	NEW	$344,699	NEW	1.01%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,041	-83	$340,750	+3.1%	1.00%
TSLA	Tesla, Inc. Consumer Cyclical	Held	800	0	$336,480	+13.1%	0.99%
F	Ford Motor Co Consumer Cyclical	Reduced	23,883	-25	$331,973	+20.3%	0.98%
CVX	Chevron Corp Energy	Reduced	1,981	-72	$328,370	−22.7%	0.97%
LITE	Lumentum Holdings Inc. Technology	NEW	376	NEW	$322,630	NEW	0.95%
META	Meta Platforms, Inc. Communication Services	Added	561	+194	$316,005	+50.5%	0.93%
MNST	Monster Beverage Corp Consumer Defensive	NEW	3,285	NEW	$315,754	NEW	0.93%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	1,231	NEW	$314,988	NEW	0.93%
SPOT	Spotify Technology S.A. Communication Services	NEW	683	NEW	$313,585	NEW	0.92%
APP	AppLovin Corp Communication Services	NEW	603	NEW	$310,683	NEW	0.91%
TER	Teradyne, Inc Technology	NEW	630	NEW	$304,819	NEW	0.90%
DELL	Dell Technologies Inc. Technology	NEW	699	NEW	$301,590	NEW	0.89%
CTVA	Corteva, Inc. Basic Materials	NEW	3,493	NEW	$295,822	NEW	0.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,010	0	$294,746	+1.5%	0.87%
DLTR	Dollar Tree, Inc. Consumer Defensive	NEW	2,411	NEW	$291,610	NEW	0.86%
AMKR	Amkor Technology, Inc. Technology	NEW	2,949	NEW	$254,292	NEW	0.75%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.