Family Investment Center, Inc.
Filing Date
Global Rank
#7,810
/ 8,586
▼ 50
Top Industry
Consumer Electronics
14.6%
3Y Alpha vs SPY
-3.9%
Period ended 3 months ago
Filed Apr 24, 2026 · 53d
14 quarters · since Dec 2022
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
+61.6%
SPY
+78.1%
Annualised alpha
-3.9%
Max drawdown
−18.2%
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
31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.2%
+1.0 pts
Top 5
47.6%
+10.2 pts
Top 10
65.5%
+12.7 pts
HHI
610
Diversified+167
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.8% | $4,539,119 |
| Industrials | 17.6% | $3,094,870 |
| Unclassified | 16.7% | $2,937,867 |
| Energy | 13.4% | $2,354,370 |
| Consumer Cyclical | 9.9% | $1,737,279 |
| Consumer Defensive | 6.8% | $1,203,297 |
| Financial Services | 6.0% | $1,058,060 |
| Communication Services | 2.8% | $489,191 |
| Healthcare | 1.2% | $206,546 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | +811 | 9,878 | $1,675,901 | |
| MSFT | Microsoft Corp | +719 | 1,833 | $678,521 | |
| WMT | Walmart Inc. | +717 | 5,022 | $624,134 | |
| GOOGL | Alphabet Inc. | +329 | 971 | $279,220 | |
| BRK-B | Berkshire Hathaway Inc | +256 | 1,518 | $727,425 | |
| TSLA | Tesla, Inc. | +198 | 800 | $297,400 | |
| QQQ | Invesco Qqq Trust, Series 1 | +191 | 3,230 | $1,864,291 | |
| PG | PROCTER & GAMBLE Co | +102 | 2,010 | $290,324 | |
| PEP | Pepsico Inc | +90 | 1,860 | $288,839 | |
| HD | Home Depot, Inc. | +70 | 1,573 | $517,343 | |
| CVX | Chevron Corp | +67 | 2,053 | $424,765 | |
| ORLY | O Reilly Automotive Inc | +45 | 3,975 | $366,932 | |
| NSC | Norfolk Southern Corp | +10 | 6,510 | $1,868,370 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAUM | iShares Gold Trust Micro | −2,495 | 17,851 | $833,641 | |
| WDC | Western Digital Corp | −1,896 | 1,040 | $281,309 | |
| MU | Micron Technology Inc | −1,839 | 949 | $320,610 | |
| GILD | Gilead Sciences, Inc. | −1,105 | 1,482 | $206,546 | |
| AMZN | Amazon Com Inc | −917 | 1,343 | $279,706 | |
| JPM | Jpmorgan Chase & Co | −696 | 1,124 | $330,635 | |
| GE | General Electric Co | −554 | 801 | $227,299 | |
| RTX | RTX Corp | −552 | 1,324 | $255,399 | |
| NVDA | Nvidia Corp | −527 | 2,901 | $505,934 | |
| AAPL | Apple Inc. | −520 | 8,442 | $2,142,495 | |
| F | Ford Motor Co | −456 | 23,908 | $275,898 | |
| GEV | GE Vernova Inc. | −136 | 237 | $206,877 | |
| BA | Boeing Co | −105 | 1,676 | $333,574 | |
| GLTR | abrdn Precious Metals Basket ETF Trust | −13 | 1,097 | $239,935 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 1,980 | $685,278 | |
| APP | AppLovin Corp | 674 | $454,154 | |
| LLY | ELI LILLY & Co | 415 | $445,992 | |
| PLTR | Palantir Technologies Inc. | 2,243 | $398,693 | |
| NEM | NEWMONT Corp /DE/ | 3,737 | $373,139 | |
| AMD | Advanced Micro Devices Inc | 1,640 | $351,222 | |
| INCY | Incyte Corp | 3,079 | $304,112 | |
| UBER | Uber Technologies, Inc | 3,639 | $297,342 | |
| SHOP | Shopify Inc. | 1,735 | $279,282 | |
| MCK | Mckesson Corp | 315 | $258,391 | |
| T | At&T Inc. | 9,463 | $235,060 | |
| ADBE | Adobe Inc. | 585 | $204,744 | |
| MAA | Mid America Apartment Communities Inc. | 1,440 | $200,030 | |
| No positions match the current search. | ||||
3 positions ·
$1,203,297 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,022 | $624,134 | 51.87% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,010 | $290,324 | 24.13% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 1,860 | $288,839 | 24.00% |