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Portfolio (Quarterly) Guide ↗

Family Office Research LLC

· CIK 0002041267
13F Portfolio $267M AUM 85 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 28 Added 19 Reduced 6 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JMST J P MORGAN EXCHANGE TRADED F 10,978.0 $560K 0.21% +70.0 +0.6% $51.00 -0.2%
22 GOOGL ALPHABET INC Communication Services 1,293.0 $462K 0.17% +16.0 +1.2% $357.43 -3.8%
23 CAIQ CALAMOS ETF TR 16,978.0 $456K 0.17% +9K +101.8% $26.85 -2.5%
24 SMH VANECK ETF TRUST 686.0 $450K 0.17% +9.0 +1.3% $656.03 -9.4%
25 CPAG RBB FD INC 3,736.0 $383K 0.14% +973.0 +35.2% $102.64 -1.2%
26 IWF ISHARES TR 3,015.0 $374K 0.14% +2K +300.4% $124.16 +0.7%
27 ORCL ORACLE CORP Technology 1,895.0 $278K 0.10% +202.0 +11.9% $146.58 +0.1%
28 HGER HARBOR ETF TRUST 8,710.0 $256K 0.10% +515.0 +6.3% $29.34 +17.0%
Page 2 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 57.1%
Financial Services 17.8%
Industrials 13.9%
Technology 5.4%
Communication Services 3.0%
Healthcare 2.1%
Consumer Defensive 0.3%
Utilities 0.2%
Real Estate 0.2%