Family Office Research LLC
Top Portfolio Positions
23 positions ·
$89,919,798 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
168,121 | $54,987,335 | 61.15% |
| QQQ |
Invesco Qqq Trust, Series 1
|
20,999 | $12,120,202 | 13.48% |
| DAL |
Delta Air Lines, Inc.
Industrials
|
109,018 | $7,247,516 | 8.06% |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
192,234 | $3,193,006 | 3.55% |
| AAPL |
Apple Inc.
Technology
|
8,724 | $2,214,063 | 2.46% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,164 | $1,407,335 | 1.57% |
| NVDA |
Nvidia Corp
Technology
|
6,928 | $1,208,243 | 1.34% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,385 | $913,263 | 1.02% |
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
26,399 | $896,246 | 1.00% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,199 | $817,478 | 0.91% |
Portfolio Trend
Holdings in BPRE
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,193,006 | 192,234 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,859,270 | 190,618 | Shares | Sole | 2026-02-09 | |
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