Timonier Family Office, LTD.
Family OfficeClone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
13 tracked positions · as of Jun 30, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 51.4% | $6,001,439 |
| Technology | 17.9% | $2,090,696 |
| Financial Services | 11.1% | $1,293,771 |
| Unclassified | 8.2% | $961,813 |
| Utilities | 3.5% | $410,372 |
| Energy | 3.2% | $375,843 |
| Communication Services | 2.8% | $328,950 |
| Industrials | 1.8% | $213,248 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOL | abrdn Gold ETF Trust | −931 | 11,153 | $426,379 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UNP | Union Pacific Corp | 784 | $213,248 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 25,127 | $5,540,252 | 47.45% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,861 | $1,406,578 | 12.05% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,834 | $684,118 | 5.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,150 | $575,448 | 4.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 717 | $535,434 | 4.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,935 | $461,187 | 3.95% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 11,153 | $426,379 | 3.65% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,231 | $422,343 | 3.62% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 3,242 | $410,372 | 3.51% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 2,749 | $375,843 | 3.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 931 | $328,950 | 2.82% | |
| TFC |
Truist Financial Corp
Financial Services
|
Held | 5,941 | $295,980 | 2.53% | |
| UNP |
Union Pacific Corp
Industrials
|
NEW | 784 | $213,248 | 1.83% |
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.