Stenger Family Office, LLC
Family OfficeFiling Date
Global Rank
#3,113
/ 8,578
▲ 119
Top Industry
Software - Infrastructure
11.8%
3Y Alpha vs SPY
-3.7%
Period ended 3 months ago
Filed Apr 29, 2026 · 47d
5 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
+18.4%
SPY
+23.4%
Annualised alpha
-3.7%
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, 2025Top 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 |
|---|---|---|
| Technology | 30.8% | $111,547,934 |
| Financial Services | 19.3% | $69,911,219 |
| Consumer Cyclical | 10.6% | $38,573,202 |
| Communication Services | 10.2% | $36,911,175 |
| Industrials | 7.7% | $28,043,875 |
| Healthcare | 6.9% | $24,878,995 |
| Energy | 6.3% | $22,688,488 |
| Consumer Defensive | 6.2% | $22,334,106 |
| Real Estate | 1.0% | $3,442,495 |
| Unclassified | 0.6% | $2,035,055 |
| Utilities | 0.5% | $1,980,505 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
10 positions ·
$24,878,995 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 1,161 | $220,125 | 0.88% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 4,253 | $436,655 | 1.76% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 3,472 | $483,892 | 1.94% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 4,996 | $600,968 | 2.42% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 6,138 | $1,660,881 | 6.68% | |
| HSIC |
Henry Schein Inc
Healthcare
|
NEW | 24,519 | $1,807,050 | 7.26% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 14,029 | $3,429,248 | 13.78% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 7,900 | $3,527,666 | 14.18% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 6,375 | $5,863,533 | 23.57% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 31,491 | $6,848,977 | 27.53% |