Family Office Research LLC
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 7 quarters. Past performance does not predict future results.
Portfolio Concentration
31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 55.6% | $59,306,414 |
| Unclassified | 16.9% | $18,045,200 |
| Industrials | 14.3% | $15,279,997 |
| Technology | 5.3% | $5,654,941 |
| Financial Services | 2.8% | $2,953,977 |
| Communication Services | 2.4% | $2,526,536 |
| Healthcare | 2.0% | $2,176,209 |
| Consumer Defensive | 0.3% | $274,092 |
| Real Estate | 0.2% | $208,150 |
| Utilities | 0.2% | $204,554 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IMDX | Insight Molecular Diagnostics Inc. | +241,583 | 368,849 | $2,176,209 | |
| BPRE | Bluerock Private Real Estate Fund | +3,001 | 195,235 | $2,540,007 | |
| TSLA | Tesla, Inc. | +1,375 | 3,574 | $1,503,224 | |
| AMZN | Amazon Com Inc | +236 | 4,621 | $1,101,369 | |
| ORCL | Oracle Corp | +202 | 1,895 | $277,712 | |
| MSFT | Microsoft Corp | +153 | 1,572 | $586,387 | |
| AAPL | Apple Inc. | +60 | 8,784 | $2,541,738 | |
| GLD | Spdr Gold Trust | +35 | 1,648 | $607,090 | |
| ED | Consolidated Edison Inc | +9 | 1,849 | $204,554 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MAR | Marriott International Inc /Md/ | −16,128 | 151,993 | $56,327,085 | |
| FIGR | Figure Technology Solutions, Inc. | −12,919 | 13,480 | $413,970 | |
| NVDA | Nvidia Corp | −4,858 | 2,070 | $414,186 | |
| GOOGL | Alphabet Inc. | −1,504 | 1,293 | $462,079 | |
| QQQ | Invesco Qqq Trust, Series 1 | −182 | 20,817 | $15,329,638 | |
| COST | Costco Wholesale Corp /New | −32 | 293 | $274,092 | |
| DE | Deere & Co | −2 | 475 | $301,306 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RTX | RTX Corp | 19,315 | $3,664,634 | |
| META | Meta Platforms, Inc. | 3,665 | $2,064,457 | |
| SPCX | Space Exploration Technologies Corp | 5,154 | $880,612 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | 10,250 | $265,987 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 496 | $236,874 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 322 | $226,475 | |
| AMAT | Applied Materials Inc /De | 312 | $225,576 | |
| CSX | Csx Corp | 4,688 | $222,820 | |
| HST | Host Hotels & Resorts, Inc. | 8,779 | $208,150 | |
| PANW | Palo Alto Networks Inc | 598 | $203,929 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 151,993 | $56,327,085 | 52.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 20,817 | $15,329,638 | 14.38% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Held | 109,018 | $10,210,625 | 9.58% | |
| RTX |
RTX Corp
Industrials
|
NEW | 19,315 | $3,664,634 | 3.44% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,784 | $2,541,738 | 2.38% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
Added | 195,235 | $2,540,007 | 2.38% | |
| IMDX |
Insight Molecular Diagnostics Inc.
Healthcare
|
Added | 368,849 | $2,176,209 | 2.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 3,665 | $2,064,457 | 1.94% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,164 | $1,616,010 | 1.52% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,574 | $1,503,224 | 1.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,621 | $1,101,369 | 1.03% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 5,154 | $880,612 | 0.83% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Held | 8,654 | $861,419 | 0.81% | |
| GLD |
Spdr Gold Trust
|
Added | 1,648 | $607,090 | 0.57% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,572 | $586,387 | 0.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,293 | $462,079 | 0.43% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,070 | $414,186 | 0.39% | |
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
Reduced | 13,480 | $413,970 | 0.39% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
Held | 55 | $374,736 | 0.35% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 1,662 | $307,120 | 0.29% | |
| DE |
Deere & Co
Industrials
|
Reduced | 475 | $301,306 | 0.28% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,895 | $277,712 | 0.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 293 | $274,092 | 0.26% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
NEW | 10,250 | $265,987 | 0.25% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 496 | $236,874 | 0.22% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
NEW | 322 | $226,475 | 0.21% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 312 | $225,576 | 0.21% | |
| CSX |
Csx Corp
Industrials
|
NEW | 4,688 | $222,820 | 0.21% | |
| HST |
Host Hotels & Resorts, Inc.
Real Estate
|
NEW | 8,779 | $208,150 | 0.20% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 1,849 | $204,554 | 0.19% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 598 | $203,929 | 0.19% |
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.