Mango Five Family, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2024, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2024-03-31, active share 76.3%; sector active share 47.9% against the combined 13F book's sector weights.
Over time 2 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
62 tracked positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023Portfolio Trend
Sector Breakdown
As of Mar 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.1% | $126,825,771 |
| Communication Services | 29.4% | $88,346,673 |
| Consumer Cyclical | 16.4% | $49,398,789 |
| Unclassified | 3.4% | $10,159,310 |
| Energy | 2.5% | $7,645,398 |
| Consumer Defensive | 1.8% | $5,553,262 |
| Industrials | 1.7% | $5,261,646 |
| Healthcare | 1.7% | $5,069,187 |
| Financial Services | 0.9% | $2,724,108 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| 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| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MLPX | Global X MLP and Energy Infrastructure ETF | −3,000 | 28,000 | $1,371,720 | |
| MMM | 3M Co | −1,800 | 2,349 | $249,158 | |
| 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 | $4,035,873 | |
| 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 | $90,464,427 | |
| AAPL | Apple Inc. | −80 | 217 | $37,211 | |
| MSFT | Microsoft Corp | −30 | 1,950 | $820,404 | |
| QCOM | Qualcomm Inc | −25 | 63,100 | $10,682,830 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 60 | $10,547 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | 1,150 | $248,262 | |
| GLW | Corning Inc | 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 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 1,000 | $88,360 | |
| 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. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 100,120 | $90,464,427 | 30.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 261,300 | $47,133,294 | 15.66% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 205,800 | $31,335,108 | 10.41% | |
| FWONK |
Liberty Media Corp
Communication Services
|
Held | 300,281 | $19,698,433 | 6.54% | |
|
|
Held | 318,467 | $19,409,620 | 6.45% | ||
|
|
Held | 285,204 | $16,322,224 | 5.42% | ||
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 63,100 | $10,682,830 | 3.55% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 42,600 | $7,688,874 | 2.55% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Held | 38,580 | $7,645,398 | 2.54% | |
| AMAT |
Applied Materials Inc
Technology
|
Held | 32,950 | $6,795,278 | 2.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 6,516 | $5,069,187 | 1.68% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 9,470 | $4,204,774 | 1.40% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,045 | $4,035,873 | 1.34% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 12,900 | $3,885,222 | 1.29% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 16,628 | $2,471,419 | 0.82% | |
| AKAM |
Akamai Technologies Inc
Technology
|
Held | 14,900 | $1,620,524 | 0.54% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 26,559 | $1,598,055 | 0.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 7,680 | $1,538,304 | 0.51% | |
| MLPX |
Global X MLP and Energy Infrastructure ETF
|
Reduced | 28,000 | $1,371,720 | 0.46% | |
| UMI |
USCF Midstream Energy Income Fund
|
Held | 33,850 | $1,365,576 | 0.45% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 3,465 | $1,269,679 | 0.42% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 5,843 | $1,228,782 | 0.41% | |
| FWONA |
Liberty Media Corp
Communication Services
|
Held | 19,345 | $1,136,325 | 0.38% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 2,883 | $1,105,918 | 0.37% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 6,414 | $1,040,671 | 0.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,979 | $1,035,155 | 0.34% | |
| AXP |
American Express Co
Financial Services
|
Held | 4,054 | $923,055 | 0.31% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 3,129 | $882,221 | 0.29% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,950 | $820,404 | 0.27% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 4,650 | $813,796 | 0.27% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Held | 11,313 | $791,570 | 0.26% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 11,523 | $704,977 | 0.23% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,488 | $676,846 | 0.22% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 4,671 | $604,193 | 0.20% | |
| INTC |
Intel Corp
Technology
|
Held | 10,077 | $445,101 | 0.15% | |
| RTX |
RTX Corp
Industrials
|
Held | 4,041 | $394,118 | 0.13% | |
| VIOO |
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
Held | 3,630 | $368,445 | 0.12% | |
| BATRK |
Atlanta Braves Holdings, Inc.
Communication Services
|
Held | 9,251 | $361,344 | 0.12% | |
| VIOV |
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND
|
Held | 3,846 | $340,063 | 0.11% | |
| MMM |
3M Co
Industrials
|
Reduced | 2,349 | $249,158 | 0.08% | |
| KSS |
KOHLS Corp
Consumer Cyclical
|
Held | 7,944 | $231,567 | 0.08% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Held | 2,019 | $200,426 | 0.07% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Held | 535 | $133,675 | 0.04% | |
| QQQJ |
Invesco Ltd.
Financial Services
|
Held | 3,750 | $108,412 | 0.04% | |
| MU |
Micron Technology Inc
Technology
|
Held | 900 | $106,101 | 0.04% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 300 | $85,239 | 0.03% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 80 | $77,725 | 0.03% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 130 | $62,604 | 0.02% | |
| V |
Visa Inc.
Financial Services
|
Held | 210 | $58,606 | 0.02% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 1,000 | $57,064 | 0.02% |
Showing the top 50 of 62 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.