Family Manage LLC
Top Portfolio Positions
205 positions ·
$451,442,840 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
58,886 | $38,295,921 | 8.48% | |
| NVDA |
Nvidia Corp
Technology
|
166,165 | $28,979,176 | 6.42% | |
| AAPL |
Apple Inc.
Technology
|
113,630 | $28,838,157 | 6.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
86,432 | $24,854,385 | 5.51% | |
| MSFT |
Microsoft Corp
Technology
|
55,128 | $20,406,731 | 4.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
26,103 | $14,934,309 | 3.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
64,743 | $13,484,024 | 2.99% | |
| AVGO |
Broadcom Inc.
Technology
|
30,644 | $9,484,624 | 2.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
30,496 | $7,454,442 | 1.65% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,021 | $6,938,280 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BSM
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $601,277 | 39,767 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $528,503 | 39,767 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $522,538 | 39,767 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $520,152 | 39,767 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $607,242 | 39,767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $580,598 | 39,767 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $600,481 | 39,767 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $623,148 | 39,767 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $635,476 | 39,767 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $634,681 | 39,767 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $685,185 | 39,767 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $634,283 | 39,767 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,472,208 | 93,831 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,582,928 | 93,831 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,468,455 | 93,831 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,284,546 | 93,831 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,990,666 | 147,895 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $969,274 | 93,831 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,130,663 | 93,831 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,008,683 | 93,831 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $818,206 | 93,831 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $461,347 | 69,064 | Shares | Sole | 2021-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||