Stenger Family Office, LLC

Family Office

CIK

2056106

Location

Naperville, IL

Portfolio Value

Small $362,347,049

Diversification

Diversified

Filing Date

Global Rank

#2,807 / 8,232 ▲ 247

Top Industry

Software - Infrastructure 11.8%

3Y Alpha vs SPY

-3.9%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

5 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+18.0%

SPY

+23.4%

Annualised alpha

-3.9%

Max drawdown

−16.2%

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

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

Top Position

8.0%

−1.6 pts

Top 5

34.1%

−1.0 pts

Top 10

51.3%

−1.2 pts

HHI

357

Diversified−25

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$111,547,934	16
Financial Services	19.3%	$69,911,219	18
Consumer Cyclical	10.6%	$38,573,202	7
Communication Services	10.2%	$36,911,175	4
Industrials	7.7%	$28,043,875	12
Healthcare	6.9%	$24,878,995	10
Energy	6.3%	$22,688,488	3
Consumer Defensive	6.2%	$22,334,106	6
Real Estate	1.0%	$3,442,495	1
Unclassified	0.6%	$2,035,055	3
Utilities	0.5%	$1,980,505	2

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
NVDA	Nvidia Corp	+15,077	154,848	$27,005,491
HOOD	Robinhood Markets, Inc.	+9,728	40,022	$2,773,524
MSFT	Microsoft Corp	+9,602	77,896	$28,834,762
AAPL	Apple Inc.	+8,287	102,851	$26,102,555
JPM	Jpmorgan Chase & Co	+7,889	71,298	$20,973,019
AMZN	Amazon Com Inc	+7,401	76,699	$15,974,100
NFLX	Netflix Inc	+4,411	74,198	$7,134,137
ABBV	AbbVie Inc.	+4,351	31,491	$6,848,977
KO	Coca Cola Co	+3,238	40,665	$3,092,573
WMT	Walmart Inc.	+3,148	36,426	$4,527,023
META	Meta Platforms, Inc.	+3,075	25,288	$14,468,023
AXP	American Express Co	+2,925	20,010	$6,052,624
HD	Home Depot, Inc.	+2,896	23,111	$7,600,976
PGR	Progressive Corp/Oh/	+2,844	21,323	$4,227,071
AVGO	Broadcom Inc.	+2,843	17,850	$5,524,753
PLTR	Palantir Technologies Inc.	+2,607	10,154	$1,485,327
XOM	Exxon Mobil Corp	+2,379	121,933	$20,687,152
SCHW	Schwab Charles Corp	+2,212	32,790	$3,081,604
ORCL	Oracle Corp	+2,023	23,010	$3,385,001
PLD	Prologis, Inc.	+2,015	26,044	$3,442,495
AMD	Advanced Micro Devices Inc	+1,988	7,895	$1,606,079
QCOM	Qualcomm Inc/De	+1,861	16,628	$2,141,353
GE	General Electric Co	+1,841	14,750	$4,185,607
MS	Morgan Stanley	+1,840	43,495	$7,157,972
CRWD	CrowdStrike Holdings, Inc.	+1,746	10,739	$4,192,612
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
EXC	Exelon Corp	−581	21,718	$1,064,616
UNH	Unitedhealth Group Inc	−548	6,138	$1,660,881
SPY	Spdr S&P 500 ETF Trust	−511	2,031	$1,320,840
NOW	ServiceNow, Inc.	−485	7,636	$798,343
GOOGL	Alphabet Inc.	−195	51,744	$14,879,504
FTNT	Fortinet, Inc.	−185	4,634	$378,690
LPLA	LPL Financial Holdings Inc.	−122	3,305	$994,243
DOV	DOVER Corp	−57	4,479	$933,647
DHR	Danaher Corp /De/	−52	1,161	$220,125
SPGI	S&P Global Inc.	−48	893	$379,828
CVX	Chevron Corp	−38	8,367	$1,731,132
MRK	Merck & Co., Inc.	−23	4,996	$600,968
PEP	Pepsico Inc	−22	2,339	$363,223
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
HSIC	Henry Schein Inc	24,519	$1,807,050
ACN	Accenture plc	6,937	$1,375,537
CENT	Central Garden & Pet Co	23,841	$876,633
MU	Micron Technology Inc	2,309	$780,072
QQQ	Invesco Qqq Trust, Series 1	710	$409,797
COP	Conocophillips	2,047	$270,204
MKL	Markel Group Inc.	107	$204,805
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CRM	Salesforce, Inc.	865	$229,147
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 positions · $362,347,049 total · as of Mar 31, 2026

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

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	77,896	+9,602	$28,834,762	−12.7%	7.96%
NVDA	Nvidia Corp Technology	Added	154,848	+15,077	$27,005,491	+3.6%	7.45%
AAPL	Apple Inc. Technology	Added	102,851	+8,287	$26,102,555	+1.5%	7.20%
JPM	Jpmorgan Chase & Co Financial Services	Added	71,298	+7,889	$20,973,019	+2.6%	5.79%
XOM	Exxon Mobil Corp Energy	Added	121,933	+2,379	$20,687,152	+43.8%	5.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	76,699	+7,401	$15,974,100	−0.1%	4.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	51,744	-195	$14,879,504	−8.5%	4.11%
META	Meta Platforms, Inc. Communication Services	Added	25,288	+3,075	$14,468,023	−1.3%	3.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	8,943	+778	$8,911,073	+26.6%	2.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,108	+1,292	$8,198,153	+3.1%	2.26%
CAT	Caterpillar Inc Industrials	Added	11,140	+1,063	$7,892,244	+36.7%	2.18%
HD	Home Depot, Inc. Consumer Cyclical	Added	23,111	+2,896	$7,600,976	+9.3%	2.10%
MS	Morgan Stanley Financial Services	Added	43,495	+1,840	$7,157,972	−3.2%	1.98%
NFLX	Netflix Inc Communication Services	Added	74,198	+4,411	$7,134,137	+9.0%	1.97%
ABBV	AbbVie Inc. Healthcare	Added	31,491	+4,351	$6,848,977	+10.4%	1.89%
TSLA	Tesla, Inc. Consumer Cyclical	Added	18,087	+1,675	$6,723,842	−8.9%	1.86%
AXP	American Express Co Financial Services	Added	20,010	+2,925	$6,052,624	−4.2%	1.67%
LLY	ELI LILLY & Co Healthcare	Added	6,375	+595	$5,863,533	−5.6%	1.62%
AVGO	Broadcom Inc. Technology	Added	17,850	+2,843	$5,524,753	+6.4%	1.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	31,595	+1,117	$4,563,581	+4.5%	1.26%
WMT	Walmart Inc. Consumer Defensive	Added	36,426	+3,148	$4,527,023	+22.1%	1.25%
PGR	Progressive Corp/Oh/ Financial Services	Added	21,323	+2,844	$4,227,071	+0.5%	1.17%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	10,739	+1,746	$4,192,612	−0.5%	1.16%
GE	General Electric Co Industrials	Added	14,750	+1,841	$4,185,607	+5.3%	1.16%
PANW	Palo Alto Networks Inc Technology	Added	25,599	+1,560	$4,104,031	−7.3%	1.13%
MCD	Mcdonalds Corp Consumer Cyclical	Added	12,073	+824	$3,752,167	+9.1%	1.04%
V	Visa Inc. Financial Services	Added	12,072	+794	$3,648,641	−7.8%	1.01%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	7,900	+577	$3,527,666	+6.3%	0.97%
MA	Mastercard Inc Financial Services	Added	7,054	+327	$3,524,601	−8.2%	0.97%
PLD	Prologis, Inc. Real Estate	Added	26,044	+2,015	$3,442,495	+12.2%	0.95%
JNJ	Johnson & Johnson Healthcare	Added	14,029	+845	$3,429,248	+25.7%	0.95%
ORCL	Oracle Corp Technology	Added	23,010	+2,023	$3,385,001	−17.2%	0.93%
GS	Goldman Sachs Group Inc Financial Services	Added	3,921	+472	$3,317,126	+9.4%	0.92%
URI	United Rentals, Inc. Industrials	Added	4,297	+337	$3,130,622	−2.3%	0.86%
KO	Coca Cola Co Consumer Defensive	Added	40,665	+3,238	$3,092,573	+18.2%	0.85%
SCHW	Schwab Charles Corp Financial Services	Added	32,790	+2,212	$3,081,604	+0.9%	0.85%
HON	Honeywell International Inc Industrials	Added	13,420	+900	$3,033,322	+24.2%	0.84%
WM	Waste Management Inc Industrials	Added	12,680	+1,074	$2,913,737	+14.3%	0.80%
GD	General Dynamics Corp Industrials	Added	8,395	+887	$2,881,331	+14.0%	0.80%
AZO	Autozone Inc Consumer Cyclical	Added	827	+48	$2,793,424	+5.7%	0.77%
HOOD	Robinhood Markets, Inc. Financial Services	Added	40,022	+9,728	$2,773,524	−19.1%	0.77%
QCOM	Qualcomm Inc/De Technology	Added	16,628	+1,861	$2,141,353	−15.2%	0.59%
AMAT	Applied Materials Inc /De Technology	Added	5,977	+339	$2,042,878	+41.0%	0.56%
HSIC	Henry Schein Inc Healthcare	NEW	24,519	NEW	$1,807,050	NEW	0.50%
KLAC	Kla Corp Technology	Added	1,216	+114	$1,790,450	+33.7%	0.49%
CVX	Chevron Corp Energy	Reduced	8,367	-38	$1,731,132	+35.1%	0.48%
BX	Blackstone Inc. Financial Services	Added	14,632	+1,049	$1,682,533	−19.6%	0.46%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,138	-548	$1,660,881	−24.7%	0.46%
AMD	Advanced Micro Devices Inc Technology	Added	7,895	+1,988	$1,606,079	+27.0%	0.44%
BNY	Bank of New York Mellon Corp Financial Services	Added	13,149	+1,221	$1,559,865	+12.6%	0.43%