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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHLD GLOBAL X FDS 3,575.0 $213K 0.08% -3K -49.3% $59.71 +16.9%
82 HST HOST HOTELS & RESORTS INC Real Estate 8,779.0 $208K 0.08% NEW $23.71 -3.3%
83 TTEQ T ROWE PRICE EXCHANGE-TRADED 4,596.0 $205K 0.08% NEW $44.60 -6.5%
84 ED CONSOLIDATED EDISON INC Utilities 1,849.0 $205K 0.08% $110.60 -1.3%
85 PANW PALO ALTO NETWORKS INC Technology 598.0 $204K 0.08% NEW $341.02 +9.7%
Page 5 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%