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Portfolio (Quarterly) Guide ↗

Family Office Research LLC

· CIK 0002041267
13F Portfolio $230M AUM 75 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 13 Added 27 Reduced 10 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFA ISHARES TR 5,811.0 $564K 0.24% -70.0 -1.2% $97.12 +7.9%
42 JMST J P MORGAN EXCHANGE TRADED F 10,908.0 $556K 0.24% +69.0 +0.6% $50.98 -0.1%
43 IGM ISHARES TR 4,458.0 $528K 0.23% -1K -23.1% $118.51 +35.4%
44 MSFT MICROSOFT CORP Technology 1,419.0 $525K 0.23% $370.13 +11.5%
45 VNLA JANUS DETROIT STR TR 10,504.0 $513K 0.22% +81.0 +0.8% $48.86 +0.4%
46 SHLD GLOBAL X FDS 7,055.0 $511K 0.22% +2K +53.9% $72.37 -9.4%
47 IVW ISHARES TR 4,350.0 $492K 0.21% -65.0 -1.5% $113.11 +22.3%
48 ARTY ISHARES TR 10,194.0 $474K 0.21% $46.53 +52.8%
49 PTNQ PACER FDS TR 6,360.0 $464K 0.20% -395.0 -5.8% $72.96 +20.5%
50 GOOG ALPHABET INC Communication Services 1,520.0 $436K 0.19% $286.91 +34.1%
51 IMDX INSIGHT MOLECULAR DIA INC Healthcare 127,266.0 $417K 0.18% NEW $3.28 +95.4%
52 ETHA ISHARES ETHEREUM TR Financial Services 25,599.0 $405K 0.18% +650.0 +2.6% $15.83 -2.2%
53 JPLD J P MORGAN EXCHANGE TRADED F 7,736.0 $404K 0.17% $52.19 -0.0%
54 GOOGL ALPHABET INC Communication Services 1,277.0 $367K 0.16% -90.0 -6.6% $287.57 +35.2%
55 NVR NVR INC Consumer Cyclical 55.0 $362K 0.16% $6589.84 -7.5%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 325.0 $324K 0.14% -42.0 -11.4% $997.58 +0.6%
57 IWF ISHARES TR 753.0 $321K 0.14% $426.57 -70.5%
58 CPAG RBB FD INC 2,763.0 $282K 0.12% $102.22 +0.0%
59 IVE ISHARES TR 1,326.0 $280K 0.12% $211.19 +8.0%
60 DFIS DIMENSIONAL ETF TRUST 8,258.0 $278K 0.12% $33.67 +8.9%
Page 3 of 4  ·  75 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 65.5%
Financial Services 17.8%
Industrials 8.6%
Technology 6.1%
Communication Services 0.9%
Healthcare 0.5%
Consumer Defensive 0.4%
Utilities 0.2%