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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWB ISHARES TR 776.0 $318K 0.12% $409.69 +2.5%
62 QCOM QUALCOMM INC Technology 1,662.0 $307K 0.12% $184.79 -11.7%
63 DE DEERE & CO Industrials 475.0 $302K 0.11% $634.85 -8.5%
64 IVE ISHARES TR 1,327.0 $301K 0.11% $227.13 +5.0%
65 DFIS DIMENSIONAL ETF TRUST 8,258.0 $289K 0.11% $35.03 +6.5%
66 DFAU DIMENSIONAL ETF TRUST 5,389.0 $279K 0.10% $51.69 +2.7%
67 ORCL ORACLE CORP Technology 1,895.0 $278K 0.10% +202.0 +11.9% $146.58 -1.9%
68 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 293.0 $274K 0.10% -32.0 -9.8% $936.76 +2.2%
69 CAIE CALAMOS ETF TR 10,064.0 $274K 0.10% NEW $27.21 -0.4%
70 IJH ISHARES TR 3,539.0 $273K 0.10% -238.0 -6.3% $77.12 -0.1%
71 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 10,250.0 $266K 0.10% NEW $25.95 +22.4%
72 HGER HARBOR ETF TRUST 8,710.0 $256K 0.10% +515.0 +6.3% $29.34 +18.3%
73 BOTZ GLOBAL X FDS 6,522.0 $247K 0.09% -278.0 -4.1% $37.94 -5.0%
74 ARKK ARK ETF TR 2,946.0 $238K 0.09% NEW $80.82 +3.3%
75 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 496.0 $237K 0.09% NEW $477.52 -13.7%
76 CAGE CALAMOS ETF TR 8,276.0 $229K 0.09% NEW $27.71 +4.7%
77 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 322.0 $226K 0.09% NEW $703.22 -0.7%
78 AMAT APPLIED MATLS INC Technology 312.0 $226K 0.09% NEW $722.81 -32.2%
79 CSX CSX CORP Industrials 4,688.0 $223K 0.08% NEW $47.53 +6.6%
80 CALAMOS ETF TR 7,794.0 $218K 0.08% $27.92
Page 4 of 5  ·  85 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%