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 IIM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,116 | 17,526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $215,920 | 17,526 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $219,951 | 17,526 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $244,987 | 21,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,932 | 21,047 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $250,248 | 21,047 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $271,085 | 21,047 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $259,719 | 21,047 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $252,564 | 21,047 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $246,881 | 21,047 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $281,715 | 27,088 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $320,180 | 27,088 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $431,026 | 35,330 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $425,726 | 35,330 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $604,620 | 52,530 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $747,167 | 58,055 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $774,436 | 55,555 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $772,525 | 45,336 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $846,521 | 51,902 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $855,863 | 51,902 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $813,304 | 51,902 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,278,605 | 81,700 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,266,884 | 86,124 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,255,184 | 86,864 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,343,809 | 95,036 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||