Family CFO Inc

CIK

1911695

Location

LOS ALTOS, CA

Portfolio Value

Micro $14,017,351

Diversification

Highly concentrated

Filing Date

Global Rank

#7,586 / 8,232 ▲ 275

Top Industry

Electrical Equipment & Parts 77.2%

3Y Alpha vs SPY

+54.9%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

18 quarters · since Dec 2021

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

+442.6%

SPY

+76.3%

Annualised alpha

+54.9%

Max drawdown

−32.4%

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

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

Top Position

74.8%

+17.2 pts

Top 5

98.4%

+13.2 pts

Top 10

100.0%

+8.2 pts

HHI

5,772

Highly concentrated+2,182

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	74.8%	$10,480,557	1
Financial Services	10.4%	$1,455,809	1
Consumer Cyclical	7.4%	$1,034,580	1
Technology	4.4%	$612,246	2
Unclassified	3.1%	$434,159	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
BE	Bloom Energy Corp	−6,510	77,353	$10,480,557
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GLDM	World Gold Trust	4,684	$434,159
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	912	$210,507
CSCO	Cisco Systems, Inc.	2,421	$186,489
COST	Costco Wholesale Corp /New	190	$163,844
MSFT	Microsoft Corp	310	$149,922
AMGN	Amgen Inc	396	$129,614
WFC	Wells Fargo & Company/Mn	1,347	$125,540
A	Agilent Technologies, Inc.	828	$112,665
KEYS	Keysight Technologies, Inc.	465	$94,483
UBER	Uber Technologies, Inc	1,053	$86,040
SPY	Spdr S&P 500 ETF Trust	116	$79,102
LLY	ELI LILLY & Co	69	$74,152
META	Meta Platforms, Inc.	108	$71,289
FDX	Fedex Corp	139	$40,151
AVGO	Broadcom Inc.	100	$34,610
HD	Home Depot, Inc.	100	$34,410
RTX	RTX Corp	186	$34,112
ZS	Zscaler, Inc.	150	$33,738
JNJ	Johnson & Johnson	150	$31,042
BX	Blackstone Inc.	184	$28,361
IBM	International Business Machines Corp	84	$24,881
PEP	Pepsico Inc	125	$17,940
VRSN	Verisign Inc/Ca	50	$12,147
AMAT	Applied Materials Inc /De	45	$11,564
CARR	CARRIER GLOBAL Corp	186	$9,828
SBUX	Starbucks Corp	115	$9,684
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $14,017,351 total · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BE	Bloom Energy Corp Industrials	Reduced	77,353	-6,510	$10,480,557	+43.8%	74.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,038	0	$1,455,809	−4.7%	10.39%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,783	0	$1,034,580	−17.3%	7.38%
GLDM	World Gold Trust	NEW	4,684	NEW	$434,159	NEW	3.10%
AAPL	Apple Inc. Technology	Held	1,507	0	$382,461	−6.6%	2.73%
ORCL	Oracle Corp Technology	Held	1,562	0	$229,785	−24.5%	1.64%