Mango Five Family, Inc.

CIK

2007959

Location

RENO, NV

Portfolio Value

Small $140,723,827

Diversification

Diversified

Filing Date

Global Rank

#4,285 / 7,296 ▼ 109

Top Industry

Internet Retail 34.8%

3Y Alpha vs SPY

-0.5%

Period ended 2 years ago

Filed May 16, 2024 · 2y

2 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+51.5%

SPY

+52.9%

Annualised alpha

-0.5%

Max drawdown

−23.5%

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

47 positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023

Top Position

33.5%

+4.6 pts

Top 5

65.1%

+3.2 pts

Top 10

84.7%

+6.1 pts

HHI

1,493

Diversified+191

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2024

Sector	% Portfolio	Value	Positions
Consumer Cyclical	35.1%	$49,398,789	6
Technology	29.6%	$41,655,155	15
Communication Services	13.0%	$18,268,533	4
Energy	5.4%	$7,645,398	1
Consumer Defensive	3.9%	$5,553,262	6
Unclassified	3.8%	$5,296,993	3
Industrials	3.7%	$5,220,814	6
Healthcare	3.6%	$5,069,187	1
Financial Services	1.9%	$2,615,696	5

Last Quarter's Activity

Export CSV

Mar 31, 2024 vs Dec 31, 2023

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
WMT	Walmart Inc.	+17,706	26,559	$1,598,055
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
MMM	3M Co	−1,800	2,349	$208,326
KMB	Kimberly Clark Corp	−1,600	4,671	$604,193
JPM	Jpmorgan Chase & Co	−1,445	7,680	$1,538,304
NKE	NIKE, Inc.	−1,225	375	$35,242
KO	Coca Cola Co	−1,000	11,523	$704,977
LLY	ELI LILLY & Co	−400	6,516	$5,069,187
LMT	Lockheed Martin Corp	−375	1,488	$676,846
UPS	United Parcel Service Inc	−300	16,628	$2,471,419
AVGO	Broadcom Inc.	−240	3,045	$403,587
AMZN	Amazon Com Inc	−200	261,300	$47,133,294
SPY	Spdr S&P 500 ETF Trust	−135	1,979	$1,035,155
NVDA	Nvidia Corp	−86	100,120	$9,046,442
AAPL	Apple Inc.	−80	217	$37,211
MSFT	Microsoft Corp	−30	1,950	$820,404
QCOM	Qualcomm Inc/De	−25	63,100	$10,682,830
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
TSLA	Tesla, Inc.	60	$10,547
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	31,900	$4,758,204
USO	United States Oil Fund, LP	40,000	$2,666,000
ZM	Zoom Communications, Inc.	11,000	$791,010
AMT	American Tower Corp /Ma/	1,150	$248,262
GLW	Corning Inc /Ny	5,400	$164,430
ABBV	AbbVie Inc.	1,000	$154,970
MRK	Merck & Co., Inc.	1,400	$152,628
APO	Apollo Global Management, Inc.	1,500	$139,785
CCI	Crown Castle Inc.	1,200	$138,228
AIG	American International Group, Inc.	2,000	$135,500
PKG	Packaging Corp Of America	800	$130,328
AMGN	Amgen Inc	450	$129,609
GILD	Gilead Sciences, Inc.	1,400	$113,414
JNJ	Johnson & Johnson	700	$109,718
BMY	Bristol Myers Squibb Co	2,000	$102,620
SPG	Simon Property Group Inc.	700	$99,848
DOW	Dow Inc.	1,800	$98,712
IBM	International Business Machines Corp	500	$81,775
KMI	Kinder Morgan, Inc.	4,000	$70,560
ACRE	Ares Commercial Real Estate Corp	6,000	$62,160
ADBE	Adobe Inc.	15	$8,949
SWKS	Skyworks Solutions, Inc.	65	$7,307
PLD	Prologis, Inc.	50	$6,665
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 positions · $140,723,827 total · as of Mar 31, 2024

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	261,300	-200	$47,133,294	+18.6%	33.49%
LBRDA	Liberty Broadband Corp Communication Services	Held	318,467	0	$17,048,589	−29.2%	12.11%
QCOM	Qualcomm Inc/De Technology	Reduced	63,100	-25	$10,682,830	+17.0%	7.59%
NVDA	Nvidia Corp Technology	Reduced	100,120	-86	$9,046,442	+82.3%	6.43%
AMD	Advanced Micro Devices Inc Technology	Held	42,600	0	$7,688,874	+22.4%	5.46%
FANG	Diamondback Energy, Inc. Energy	Held	38,580	0	$7,645,398	+27.8%	5.43%
AMAT	Applied Materials Inc /De Technology	Held	32,950	0	$6,795,278	+27.2%	4.83%
LLY	ELI LILLY & Co Healthcare	Reduced	6,516	-400	$5,069,187	+25.7%	3.60%
QQQ	Invesco Qqq Trust, Series 1	Held	9,470	0	$4,204,774	+8.4%	2.99%
CRM	Salesforce, Inc. Technology	Held	12,900	0	$3,885,222	+14.5%	2.76%
UPS	United Parcel Service Inc Industrials	Reduced	16,628	-300	$2,471,419	−7.1%	1.76%
AKAM	Akamai Technologies Inc Technology	Held	14,900	0	$1,620,524	−8.1%	1.15%
WMT	Walmart Inc. Consumer Defensive	Added	26,559	+17,706	$1,598,055	+243.5%	1.14%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,680	-1,445	$1,538,304	−0.9%	1.09%
CAT	Caterpillar Inc Industrials	Held	3,465	0	$1,269,679	+23.9%	0.90%
FWONA	Liberty Media Corp Communication Services	Held	19,345	0	$1,136,325	+1.3%	0.81%
HD	Home Depot, Inc. Consumer Cyclical	Held	2,883	0	$1,105,918	+10.7%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	6,414	0	$1,040,671	+10.7%	0.74%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,979	-135	$1,035,155	+3.0%	0.74%
AXP	American Express Co Financial Services	Held	4,054	0	$923,055	+21.5%	0.66%
MCD	Mcdonalds Corp Consumer Cyclical	Held	3,129	0	$882,221	−4.9%	0.63%
MSFT	Microsoft Corp Technology	Reduced	1,950	-30	$820,404	+10.2%	0.58%
PEP	Pepsico Inc Consumer Defensive	Held	4,650	0	$813,796	+3.0%	0.58%
GIS	General Mills Inc Consumer Defensive	Held	11,313	0	$791,570	+7.4%	0.56%
KO	Coca Cola Co Consumer Defensive	Reduced	11,523	-1,000	$704,977	−4.5%	0.50%
LMT	Lockheed Martin Corp Industrials	Reduced	1,488	-375	$676,846	−19.8%	0.48%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	4,671	-1,600	$604,193	−20.7%	0.43%
INTC	Intel Corp Technology	Held	10,077	0	$445,101	−12.1%	0.32%
AVGO	Broadcom Inc. Technology	Reduced	3,045	-240	$403,587	+10.1%	0.29%
RTX	RTX Corp Industrials	Held	4,041	0	$394,118	+15.9%	0.28%
KSS	KOHLS Corp Consumer Cyclical	Held	7,944	0	$231,567	+1.6%	0.16%
MMM	3M Co Industrials	Reduced	2,349	-1,800	$208,326	−45.1%	0.15%
OTIS	Otis Worldwide Corp Industrials	Held	2,019	0	$200,426	+11.0%	0.14%
MU	Micron Technology Inc Technology	Held	900	0	$106,101	+38.1%	0.08%
MA	Mastercard Inc Financial Services	Held	130	0	$62,604	+12.9%	0.04%
V	Visa Inc. Financial Services	Held	210	0	$58,606	+7.2%	0.04%
GBTC	Grayscale Bitcoin Trust ETF	Held	1,000	0	$57,064	+82.5%	0.04%
DIS	Walt Disney Co Communication Services	Held	450	0	$55,062	+35.5%	0.04%
PANW	Palo Alto Networks Inc Technology	Held	300	0	$42,619	−3.6%	0.03%
AAPL	Apple Inc. Technology	Reduced	217	-80	$37,211	−34.9%	0.03%
PATH	UiPath, Inc. Technology	Held	1,600	0	$36,272	−8.7%	0.03%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	375	-1,225	$35,242	−79.7%	0.03%
NDAQ	Nasdaq, Inc. Financial Services	Held	525	0	$33,127	+8.5%	0.02%
LYV	Live Nation Entertainment, Inc. Communication Services	Held	270	0	$28,557	+13.0%	0.02%
XYZ	Block, Inc. Technology	Held	280	0	$23,682	+9.3%	0.02%
SNOW	Snowflake Inc. Technology	Held	130	0	$21,008	−18.8%	0.01%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	60	NEW	$10,547	NEW	0.01%