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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	METV	LISTED FDS TR	—	3,655	$2.1M	0.91%	SOLD
2	—	BERKSHIRE HATHAWAY INC DEL	—	1,959	$939K	0.41%	SOLD
3	ETHA	ISHARES ETHEREUM TR	Financial Services	25,599	$405K	0.18%	SOLD
4	ESPO	VANECK ETF TRUST	—	2,792	$253K	0.11%	SOLD
5	TSLL	DIREXION SHARES ETF TRUST	—	20,173	$245K	0.11%	SOLD
6	IT	GARTNER INC	Technology	1,321	$209K	0.09%	SOLD

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%