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Portfolio (Quarterly) Guide ↗

COLLECTIVE FAMILY OFFICE LLC

· CIK 0001845066
13F Portfolio $444M AUM 156 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 38 Added 87 Reduced 7 Exited
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 4,298.0 $263K 0.06% -500.0 -10.4% $61.26 +0.0%
82 MLM MARTIN MARIETTA MATLS INC Basic Materials 440.0 $259K 0.06% -25.0 -5.4% $588.68 -5.6%
83 BAC BANK AMERICA CORP Financial Services 5,196.0 $253K 0.06% -348.0 -6.3% $48.75 +4.0%
84 PNC PNC FINL SVCS GROUP INC Financial Services 1,192.0 $248K 0.06% -28.0 -2.3% $208.08 +2.7%
85 SCHX SCHWAB STRATEGIC TR 9,590.0 $246K 0.06% -300.0 -3.0% $25.64 +12.4%
86 DVN DEVON ENERGY CORP NEW Energy 4,268.0 $215K 0.05% -4K -46.2% $50.32 -1.3%
87 ABT ABBOTT LABS Healthcare 2,085.0 $214K 0.05% -87.0 -4.0% $102.67 -13.5%
Page 5 of 5  ·  87 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
Financial Services 30.5%
Technology 21.7%
Energy 13.8%
Communication Services 8.8%
Healthcare 8.4%
Industrials 6.8%
Consumer Cyclical 5.2%
Consumer Defensive 2.9%
Utilities 1.2%
Basic Materials 0.6%