FIDUCIARY FAMILY OFFICE, LLC

Family Office

CIK

2020280

Location

Boca Raton, FL

Portfolio Value

Small $316,268,468

Diversification

Diversified

Filing Date

Global Rank

#3,340 / 8,605 ▲ 156 · as of Mar 2026

Top Industry

Consumer Electronics 37.1%

3Y Alpha vs SPY

+6.5%

Period ended 3 months ago

Filed May 14, 2026 · 57d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

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

Cloned portfolio

+74.2%

SPY

+53.6%

Annualised alpha

+6.4%

Max drawdown

−9.0%

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

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

Top Position

35.8%

−4.0 pts

Top 5

47.9%

−4.3 pts

Top 10

55.3%

−3.6 pts

HHI

1,356

Diversified−300

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	50.7%	$160,366,139	26
Financial Services	10.1%	$31,925,688	24
Healthcare	7.7%	$24,237,320	17
Industrials	6.7%	$21,199,923	27
Consumer Cyclical	5.7%	$18,109,672	16
Consumer Defensive	5.5%	$17,263,118	17
Communication Services	5.4%	$17,012,601	4
Unclassified	3.4%	$10,612,417	5
Energy	2.1%	$6,492,424	8
Utilities	1.2%	$3,936,500	4
Basic Materials	1.0%	$3,169,280	4
Real Estate	0.6%	$1,943,386	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CCL	Carnival Corp Ltd.	+28,821	39,944	$1,033,750
PFE	Pfizer Inc	+17,270	28,367	$796,545
BSX	Boston Scientific Corp	+12,875	22,536	$1,414,134
NVDA	Nvidia Corp	+11,750	76,744	$13,384,153
AMZN	Amazon Com Inc	+9,631	33,394	$6,954,968
BAC	Bank Of America Corp /De/	+9,352	46,281	$2,256,198
PG	PROCTER & GAMBLE Co	+8,921	14,143	$2,042,814
DIS	Walt Disney Co	+6,881	15,454	$1,489,456
SLB	Slb Limited/Nv	+6,467	19,560	$1,005,188
CSX	Csx Corp	+6,374	18,605	$763,735
JNJ	Johnson & Johnson	+6,106	15,413	$3,767,553
DAL	Delta Air Lines, Inc.	+5,680	21,024	$1,397,675
ORCL	Oracle Corp	+5,202	17,494	$2,573,542
AAPL	Apple Inc.	+5,063	446,402	$113,292,363
QSR	Restaurant Brands International Inc.	+4,904	27,752	$2,050,872
HSY	Hershey Co	+4,800	6,400	$1,330,496
CZR	Caesars Entertainment, Inc.	+4,705	15,451	$408,369
XOM	ExxonMobil Holdings Corp	+4,458	11,633	$1,973,654
ABBV	AbbVie Inc.	+4,249	14,140	$3,075,308
GLD	Spdr Gold Trust	+3,830	11,223	$4,829,144
NEE	Nextera Energy Inc	+3,674	14,459	$1,342,951
AXP	American Express Co	+3,271	12,191	$3,687,533
LLY	ELI LILLY & Co	+3,222	6,070	$5,583,003
PM	Philip Morris International Inc.	+3,114	19,168	$3,169,237
WFC	Wells Fargo & Company/Mn	+2,965	37,924	$3,019,129
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KR	Kroger Co	−11,893	15,740	$1,138,946
TSCO	Tractor Supply Co /De/	−7,165	8,918	$403,985
WMT	Walmart Inc.	−6,610	14,890	$1,850,529
KDP	Keurig Dr Pepper Inc.	−6,322	8,321	$219,091
MDT	Medtronic plc	−4,069	4,333	$375,454
MRK	Merck & Co., Inc.	−3,270	10,865	$1,306,950
UNP	Union Pacific Corp	−2,509	2,204	$534,734
STE	STERIS plc	−2,381	2,148	$474,987
IBKR	Interactive Brokers Group, Inc.	−2,341	31,948	$2,142,752
TFC	Truist Financial Corp	−2,166	9,798	$450,414
PEP	Pepsico Inc	−1,765	7,376	$1,145,419
RSG	Republic Services, Inc.	−1,426	3,252	$712,253
FERG	Ferguson Enterprises Inc. /DE/	−1,393	2,070	$482,848
ADP	Automatic Data Processing Inc	−998	1,553	$315,538
V	Visa Inc.	−864	9,820	$2,967,996
MSI	Motorola Solutions, Inc.	−804	960	$416,611
ABT	Abbott Laboratories	−786	9,499	$975,262
ITW	Illinois Tool Works Inc	−721	1,491	$388,092
CMI	Cummins Inc	−687	1,886	$1,014,705
LMT	Lockheed Martin Corp	−684	810	$489,555
BR	Broadridge Financial Solutions, Inc.	−683	1,642	$266,792
SBUX	Starbucks Corp	−673	2,670	$239,205
AXSM	Axsome Therapeutics, Inc.	−614	1,669	$282,094
RTX	RTX Corp	−499	5,650	$1,089,885
CVX	Chevron Corp	−470	4,230	$875,187
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
FXF	Invesco CurrencyShares Swiss Franc Trust	21,960	$2,424,603
DD	DuPont de Nemours, Inc.	6,516	$895,298
EMR	Emerson Electric Co	5,090	$666,891
HUBB	Hubbell Inc	1,274	$625,202
SJM	J M SMUCKER Co	6,029	$581,436
GE	General Electric Co	1,606	$455,734
EFX	Equifax Inc	2,400	$432,168
MMM	3M Co	2,803	$407,079
GEV	GE Vernova Inc.	436	$380,584
YUM	Yum Brands Inc	2,421	$376,417
GLW	Corning Inc /Ny	2,700	$367,119
TSM	Taiwan Semiconductor Manufacturing Co Ltd	967	$326,797
PPG	Ppg Industries Inc	2,342	$250,312
VICI	Vici Properties Inc.	8,779	$239,842
EPD	Enterprise Products Partners L.P.	6,060	$229,310
AMP	Ameriprise Financial Inc	478	$212,423
CLX	Clorox Co /De/	2,000	$207,260
USB	US Bancorp De	3,984	$207,207
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	2,564	$897,374
WDAY	Workday, Inc.	2,768	$594,511
PYPL	PayPal Holdings, Inc.	10,072	$588,003
KKR	KKR & Co. Inc.	2,748	$350,315
ARES	Ares Management Corp	1,956	$316,148
NDAQ	Nasdaq, Inc.	3,022	$293,526
CDW	CDW Corp	1,940	$264,228
INGR	Ingredion Inc	2,250	$248,085
INTU	Intuit Inc.	363	$240,458
DG	Dollar General Corp	1,791	$237,791
ABNB	Airbnb, Inc.	1,700	$230,724
NLY	Annaly Capital Management Inc	10,285	$229,972
AJG	Arthur J. Gallagher & Co.	861	$222,818
ELV	Elevance Health, Inc.	630	$220,846
FBIN	Fortune Brands Innovations, Inc.	4,359	$218,037
ESI	Element Solutions Inc	8,555	$213,789
J	Jacobs Solutions Inc.	1,597	$211,538
PLD	Prologis, Inc.	1,628	$207,830
BKNG	Booking Holdings Inc.	133	$28,490
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

155 positions · $316,268,468 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 155 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	446,402	+5,063	$113,292,363	−5.6%	35.82%
NVDA	Nvidia Corp Technology	Added	76,744	+11,750	$13,384,153	+10.4%	4.23%
GOOGL	Alphabet Inc. Communication Services	Added	33,800	+888	$9,719,528	−5.6%	3.07%
MSFT	Microsoft Corp Technology	Added	21,684	+2,964	$8,026,766	−11.3%	2.54%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,394	+9,631	$6,954,968	+26.8%	2.20%
LLY	ELI LILLY & Co Healthcare	Added	6,070	+3,222	$5,583,003	+82.4%	1.77%
GLD	Spdr Gold Trust	Added	11,223	+3,830	$4,829,144	+64.8%	1.53%
AVGO	Broadcom Inc. Technology	Added	14,770	+1,820	$4,571,462	+2.0%	1.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,644	+396	$4,307,679	−6.2%	1.36%
META	Meta Platforms, Inc. Communication Services	Added	7,123	+1,031	$4,075,281	+1.3%	1.29%
JNJ	Johnson & Johnson Healthcare	Added	15,413	+6,106	$3,767,553	+95.6%	1.19%
AXP	American Express Co Financial Services	Added	12,191	+3,271	$3,687,533	+11.7%	1.17%
LRCX	Lam Research Corp Technology	Reduced	16,399	-157	$3,503,810	+23.6%	1.11%
PM	Philip Morris International Inc. Consumer Defensive	Added	19,168	+3,114	$3,169,237	+23.1%	1.00%
ABBV	AbbVie Inc. Healthcare	Added	14,140	+4,249	$3,075,308	+36.1%	0.97%
WFC	Wells Fargo & Company/Mn Financial Services	Added	37,924	+2,965	$3,019,129	−7.3%	0.95%
V	Visa Inc. Financial Services	Reduced	9,820	-864	$2,967,996	−20.8%	0.94%
ORCL	Oracle Corp Technology	Added	17,494	+5,202	$2,573,542	+7.4%	0.81%
VRT	Vertiv Holdings Co Industrials	Reduced	10,214	-78	$2,559,424	+53.5%	0.81%
PH	Parker-Hannifin Corp Industrials	Added	2,711	+314	$2,426,995	+15.2%	0.77%
FXF	Invesco CurrencyShares Swiss Franc Trust	NEW	21,960	NEW	$2,424,603	NEW	0.77%
CSCO	Cisco Systems, Inc. Technology	Added	30,674	+1,142	$2,379,995	+4.6%	0.75%
BAC	Bank Of America Corp /De/ Financial Services	Added	46,281	+9,352	$2,256,198	+11.1%	0.71%
MCK	Mckesson Corp Healthcare	Added	2,495	+194	$2,159,073	+14.4%	0.68%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	31,948	-2,341	$2,142,752	−2.8%	0.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,466	+208	$2,140,107	−0.0%	0.68%
QSR	Restaurant Brands International Inc. Consumer Cyclical	Added	27,752	+4,904	$2,050,872	+31.6%	0.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	14,143	+8,921	$2,042,814	+173.0%	0.65%
XOM	ExxonMobil Holdings Corp Energy	Added	11,633	+4,458	$1,973,654	+128.6%	0.62%
SPY	Spdr S&P 500 ETF Trust	Added	3,028	+14	$1,969,229	−4.2%	0.62%
BNY	Bank of New York Mellon Corp Financial Services	Added	16,106	+366	$1,910,654	+4.6%	0.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,890	-6,610	$1,850,529	−22.7%	0.59%
PLTR	Palantir Technologies Inc. Technology	Reduced	12,517	-201	$1,830,986	−19.0%	0.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,791	+2	$1,784,606	+15.7%	0.56%
TMUS	T-Mobile US, Inc. Communication Services	Added	8,229	+740	$1,728,336	+13.7%	0.55%
ADI	Analog Devices Inc Technology	Added	5,379	+405	$1,711,275	+26.9%	0.54%
LIN	Linde PLC Basic Materials	Added	3,438	+985	$1,704,422	+63.0%	0.54%
CNP	Centerpoint Energy Inc Utilities	Added	36,937	+779	$1,594,200	+15.0%	0.50%
CAT	Caterpillar Inc Industrials	Added	2,228	+11	$1,578,448	+24.3%	0.50%
IQV	Iqvia Holdings Inc. Healthcare	Added	9,204	+1,161	$1,569,650	−13.4%	0.50%
SPGI	S&P Global Inc. Financial Services	Added	3,806	+2,611	$1,531,545	+159.2%	0.48%
DIS	Walt Disney Co Communication Services	Added	15,454	+6,881	$1,489,456	+52.7%	0.47%
BSX	Boston Scientific Corp Healthcare	Added	22,536	+12,875	$1,414,134	+53.5%	0.45%
DAL	Delta Air Lines, Inc. Industrials	Added	21,024	+5,680	$1,397,675	+31.3%	0.44%
KO	Coca Cola Co Consumer Defensive	Added	18,067	+2,540	$1,373,995	+26.6%	0.43%
NEE	Nextera Energy Inc Utilities	Added	14,459	+3,674	$1,342,951	+55.1%	0.42%
HSY	Hershey Co Consumer Defensive	Added	6,400	+4,800	$1,330,496	+357.0%	0.42%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,865	-3,270	$1,306,950	−12.2%	0.41%
AMT	American Tower Corp /Ma/ Real Estate	Added	7,364	+2,154	$1,270,879	+38.9%	0.40%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,847	+208	$1,265,239	+1.0%	0.40%