Family Office Research LLC
Family OfficeCIK
2041267
Location
Bethesda, MD
Portfolio Value
Micro
$5,290,258
Diversification
Highly concentrated
Filing Date
Global Rank
#5,887
/ 8,586
▲ 28
Top Industry
Lodging
72.1%
3Y Alpha vs SPY
+5.7%
Period ended 3 months ago
Filed May 13, 2026 · 34d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+34.0%
SPY
+25.8%
Annualised alpha
+5.7%
Max drawdown
−26.2%
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
24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
60.5%
+4.8 pts
Top 5
87.8%
+4.7 pts
Top 10
93.7%
+1.7 pts
HHI
3,933
Highly concentrated+553
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 62.8% | $57,080,516 |
| Unclassified | 16.1% | $14,626,826 |
| Industrials | 8.3% | $7,516,210 |
| Technology | 5.8% | $5,290,258 |
| Financial Services | 5.5% | $5,028,004 |
| Healthcare | 0.5% | $417,432 |
| Communication Services | 0.4% | $367,214 |
| Consumer Defensive | 0.4% | $323,839 |
| Utilities | 0.2% | $208,251 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BPRE | Bluerock Private Real Estate Fund | +1,616 | 192,234 | $3,193,006 | |
| ETHA | iShares Ethereum Trust ETF | +650 | 25,599 | $405,232 | |
| ORCL | Oracle Corp | +162 | 1,693 | $249,057 | |
| NVDA | Nvidia Corp | +62 | 6,928 | $1,208,243 | |
| GLD | Spdr Gold Trust | +13 | 1,613 | $694,057 | |
| SPY | Spdr S&P 500 ETF Trust | +2 | 2,164 | $1,407,335 | |
| MSFT | Microsoft Corp | +2 | 1,419 | $525,271 | |
| QCOM | Qualcomm Inc/De | +1 | 1,662 | $214,032 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MAR | Marriott International Inc /Md/ | −9,246 | 168,121 | $54,987,335 | |
| TSLA | Tesla, Inc. | −3,550 | 2,199 | $817,478 | |
| QQQ | Invesco Qqq Trust, Series 1 | −306 | 20,999 | $12,120,202 | |
| BRK-B | Berkshire Hathaway Inc | −136 | 1,959 | $938,752 | |
| GOOGL | Alphabet Inc. | −90 | 1,277 | $367,214 | |
| DE | Deere & Co | −69 | 477 | $268,694 | |
| COST | Costco Wholesale Corp /New | −42 | 325 | $323,839 | |
| AMZN | Amazon Com Inc | −32 | 4,385 | $913,263 | |
| AAPL | Apple Inc. | −4 | 8,724 | $2,214,063 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
7 positions ·
$5,290,258 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 8,724 | $2,214,063 | 41.85% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,928 | $1,208,243 | 22.84% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Held | 8,654 | $670,425 | 12.67% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,419 | $525,271 | 9.93% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,693 | $249,057 | 4.71% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 1,662 | $214,032 | 4.05% | |
| IT |
Gartner Inc
Technology
|
Held | 1,321 | $209,167 | 3.95% |